The Estate Planning Team, Inc.

The Estate Planning Team, Inc. (CRD# 170414) is a financial advisory firm headquartered in Middleburg Heights, OH. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16600 Sprague Road, Suite 445, Middleburg Heights, OH 44130
http://www.financialfoodforthought.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at The Estate Planning Team, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Donnelly, financial advisor Middleburg Heights OH
Mark J. Donnelly
CRD#: 2926204
16600 Sprague Road, Suite 445, Middleburg Heights, OH 44130

Mark Donnelly (CRD# 2926204) is an Investment Advisor Representative working at The Estate Planning Team, Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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