Strata Financial Group, LLC is a firm specializing in wealth management and financial advising with offices in Sheffield Village, Ohio and Dublin, Ohio. Strata provides financial services to both individuals and companies.
Strata Financial Group, LLC was founded in 1998. Strata has grown to encompass a team of advisors with CPA certifications, PFS designations, Anthony Campagni, CFP®, FINRA series licences, as well as a full support staff.
Strata services a book of business in excess of $200 million for individuals and companies. Strata operates under the broker-dealer Royal Alliance Associates, Inc. who provide additional legal, compliance, business, and account-related services.
At the individual level, Strata provides financial planning, portfolio management, investment management, investment review, advisory services, and more to clients.
At the company level, Strata works with businesses to establish 401k & profit-sharing plans, cash balance plans, business investment accounts, and various other types of retirement and benefit plans.
For more information on Strata, our full product offering, consultation and newsletter sign-ups, please visit www.stratafinancial.com.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Additional advisory services offered through Harrington Asset Management, Inc. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 440-934-3222
Company Details
- Employees
- 7
- Founded
- -
- Address
- 5058 Waterford Drive, Sheffield Village,ohio 44035,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stratafinancial.com
- Keywords
- Wealth Management, Financial Planning, Business Retirement Planning, Financial Advising, Estate Consulting, College Savings Plans, Portfolio Management.
- HQ
- Sheffield Village, Ohio
Strata Financial Group, Llc Questions
Strata Financial Group, Llc's website is stratafinancial.com
Strata Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/strata-financial-group
Strata Financial Group, Llc has
7 employees.
View email and phone details for 7
employees at Strata Financial Group, Llc.
Strata Financial Group, Llc's industry is
Financial Services
Strata Financial Group, Llc's top competitors are
Strata Financial,
Certa Financial Planning,
The Discovery Partnership Ltd,
Strata Financial Limited,
Lpl Financial,
Susan E Brown Chartered Accountants & Chartered Tax Consultants,
Thomond,
Summer Chang Design,
Dkc.ie,
Monastra Financial Group.
Strata Financial Group, Llc's categories are Financial Services
Strata Financial Group, Llc's founding year is 1998
