FNA Wealth Management
Financial Services
Twinsburg, Ohio, United States
12 employees
- Employees
- 12
- Contacts
- 1
- Emails
- 1
FNA Wealth Management Overview
- Headquarters
- Twinsburg, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- fnaohio.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1972
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About FNA Wealth Management
We guide our clients through their financial journey with personalized attention and tailored solutions that aim to deliver comprehensive strategies for enhancing wealth and preserving legacies. From complex estate planning to optimizing portfolios, we’re dedicated to empowering our clients to thrive financially. Like a good coach, it's the best we can do: To take you where you can't take yourself. Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com FNA Wealth Management, LLC/Beacon Financial Advisory LLC and the above firms are independent and non-affiliated.
FNA Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
FNA Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Christopher Lombardo | Financial Advisor | Brunswick, Ohio, United States |
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| Beth Smith | Exec. Admin at Financial Network | Twinsburg, Ohio, United States |
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| Kristin Kane | Corporate Marketing Operations |
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| Sal Catalano | Financial Advisor at Fna Wealth Mgt | Solon, Ohio, United States |
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Employees by Management Level
Individual contributor
5 profiles
Associate / junior
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Sales | 1 | 1 | 0 |