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Purtill Financial Llc
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- Purtill Financial is a fee only independent registered investment advisory firm. Our services include active portfolio management, financial plans, and tax planning and preparation. We specialize in 401(k) rollovers, Roth IRA conversions, and helping retirees and young professionals grow their investment assets.We serve more than 90 client families and have more than $40 million in assets under management. We have a three-person professional staff with offices in Highland Heights, Ohio, Vermilion, Ohio, and Fort Myers Beach, Florida. Our staff's qualifications include the certified public accountant designation (CPA), personal financial specialist (PFS) credential from the American Institute of CPAs, an MBA from the Wharton School of the University of Pennsylvania, bachelors degrees in finance and accounting, FINRA Series 65 Investment Advisor licenses, and 25 years experience in the financial services industry.Our firm is a member of the National Association of Personal Financial Advisors (NAPFA). This organization, whose members are 2,400 of the highest qualified financial advisors in the country, requires that all of its members act as fiduciaries, provide comprehensive financial planning assistance to clients, and accept no fees or commissions from brokerage firms or mutual fund companies in exchange for its recommendations.
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Headquarters:22 Alpha Park , Cleveland, Ohio, United States
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Phone Number: +1 440-484-5340
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Website: https://www.purtillfinancial.com
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Employees:5
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Revenue:$1 - 10M
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Legal Name:Purtill Financial Llc
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Purtill Financial Llc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Purtill Financial Llc
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Where are Purtill Financial Llc's Headquarters?
Purtill Financial Llc's Headquarters are in 22 Alpha Park ,Cleveland,Ohio,United States
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What is Purtill Financial Llc's phone number?
Purtill Financial Llc's phone number is +1 440-484-5340
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What is Purtill Financial Llc's official website?
Purtill Financial Llc's official website is https://www.purtillfinancial.com
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What is Purtill Financial Llc's Revenue?
Purtill Financial Llc's revenue is $1 - 10M
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What is Purtill Financial Llc's NAICS code?
Purtill Financial Llc's NAICS code is 523930
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How many employees are working in Purtill Financial Llc
Purtill Financial Llc has 5 employees
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What is Purtill Financial Llc's Industry?
Purtill Financial Llc is in the industry of Investment Management
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Who is Purtill Financial Llc's President, Chief Creative Officer?
Purtill Financial Llc's President, Chief Creative Officer is Donald Purtill