Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Laura A. Baloun

LPL Registered Principal, Branch Manager

(330) 546-0551

[email protected]

Laura began her career with Merrill Lynch in the late seventies and has been employed with McDonald Investments, Lincoln Financial Advisors and an area bank prior to affiliating with LPL Financial.
Read more

Robert S. Rownd , CLU ChFC REBC

Investment Advisor Representative

(330) 546-0810

[email protected]

Bob's career path has been in the financial planning industry since 1961. He has been historically affiliated with firms throughout his professional journey as the industry has evolved, and is now an independent planner.
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!