Financial Planning Resources
Financial Planning Resources (CRD# 106250) is a financial advisory firm headquartered in Mentor, OH. They manage $70,888,960 in 412 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management71MILLION
Total Number of Accounts412ACCOUNTS
Average Account Value$172,061
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Germo (CRD# 732238) is an Investment Advisor Representative working at Financial Planning Resources in Mentor, OH and has over 25 years of experience in the finance industry. Michael Germo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.