Western Reserve Wealth Advisors was founded in 1994 and has remained a small firm by choice. We want our clients to feel comfortable as we help them make important financial decisions. Along with conversations about finances, it is not unusual for our meetings to involve conversations about children, grandchildren, and vacations.
At WRWA we are proactive in our communication with clients, and it's one of the reasons clients choose us as their financial advisors. We meet and talk with clients on a regular basis and we're always a phone call or an email away to answer questions or help with life’s transitions.
But the primary reason clients choose us is we help clients make solid decisions that enable them pursue financial success. Michael Dolohanty has more than 20 years of experience in financial services industry, and our firm is backed by LPL Financial, the nation's largest independent broker/dealer.* This alliance provides us with innovative tools, research and technology, but most important, the independence to ensure we always answer to you and keep your best interests at heart.
*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit https://www.wrwadvisors.com
Company Details
- Employees
- 3
- Founded
- -
- Address
- 195 Park Pl, Chagrin Falls,ohio 44022,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.wrwadvisors.com
- Keywords
- Chagrin Falls.
- HQ
- Chagrin Falls, Ohio
- Competitors
- Resource One Advisors, Gatewood Wealth Solutions.
Western Reserve Wealth Advisors Questions
Western Reserve Wealth Advisors's website is https://www.wrwadvisors.com
Western Reserve Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/western-reserve
Western Reserve Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Western Reserve Wealth Advisors.
Western Reserve Wealth Advisors's industry is
Financial Services
Western Reserve Wealth Advisors's top competitors are
Resource One Advisors,
Gatewood Wealth Solutions.
Western Reserve Wealth Advisors's categories are Financial Services
Western Reserve Wealth Advisors's founding year is 1994
