Laura Steffey Moss, Cfp®

Laura Steffey Moss, Cfp® Email and Phone Number

Financial Advisor at W3 Financial Group @ W3 Financial Group, LLC
Laura Steffey Moss, Cfp®'s Location
Greater Cleveland, United States, United States
Laura Steffey Moss, Cfp®'s Contact Details

Laura Steffey Moss, Cfp® work email

Laura Steffey Moss, Cfp® personal email

n/a
About Laura Steffey Moss, Cfp®

I am passionate about educating and helping clients identify goals and guiding them through the financial planning process to achieve those goals. I enjoy walking clients through their financial plan and providing the knowledge and guidance clients need to feel secure with the decisions that will impact their future, and the security of the most important people in their lives. The best part of what I do is the relationships I build with my clients.

Laura Steffey Moss, Cfp®'s Current Company Details
W3 Financial Group, LLC

W3 Financial Group, Llc

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Financial Advisor at W3 Financial Group
Laura Steffey Moss, Cfp® Work Experience Details
  • W3 Financial Group, Llc
    Financial Advisor
    W3 Financial Group, Llc Oct 2021 - Present
    Akron, Oh, Us
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  • Sikich
    Financial Advisor
    Sikich Nov 2019 - Oct 2021
    Chicago, Illinois, Us
    View
  • Oneascent
    Financial Advisor
    Oneascent Sep 2017 - Nov 2019
    View
  • Robert W. Baird & Co.
    Financial Advisor
    Robert W. Baird & Co. Jan 2014 - Dec 2016
    Milwaukee, Wi, Us
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  • Robert W. Baird & Co.
    Registered Client Relationship Specialist
    Robert W. Baird & Co. Jan 2009 - Jan 2014
    Milwaukee, Wi, Us
    Responsible for financial plan preparation, retirement planning and cash flow analysis, education planning (529s, UTMAs & trusts) mutual fund research, financial market discussions and team security recommendations to clients, and order entry for the purchase and sale of securities. Transitioned with the entire Haws Falasco team from Smith Barney in January 2009.
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  • Smith Barney
    Registered Client Service Associate
    Smith Barney Oct 2005 - Jan 2009
    New York, Ny, Us
    Performed various administrative & client-facing functions, assisting the Financial Advisor in generating revenue and executing her business plan. Supported daily team tasks, prepared materials, participated in special projects as necessary to help achieve team goals.
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  • Sterling Jewelers
    Collections Manager, Supervisor
    Sterling Jewelers 2001 - 2005
    Akron, Oh, Us
    View

Laura Steffey Moss, Cfp® Skills

Retirement Planning Mutual Funds Wealth Management Investments Finance Financial Planning Customer Service Financial Services Securities Retirement Management Series 7 Crm Estate Planning Insurance Portfolio Management Business Planning Financial Analysis Asset Allocation Market Research Cash Flow Financial Strategy Sales

Laura Steffey Moss, Cfp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • The Ohio State University
    The Ohio State University
    History

Frequently Asked Questions about Laura Steffey Moss, Cfp®

What company does Laura Steffey Moss, Cfp® work for?

Laura Steffey Moss, Cfp® works for W3 Financial Group, Llc

What is Laura Steffey Moss, Cfp®'s role at the current company?

Laura Steffey Moss, Cfp®'s current role is Financial Advisor at W3 Financial Group.

What is Laura Steffey Moss, Cfp®'s email address?

Laura Steffey Moss, Cfp®'s email address is la****@****ich.com

What schools did Laura Steffey Moss, Cfp® attend?

Laura Steffey Moss, Cfp® attended The American College Of Financial Services, The Ohio State University.

What skills is Laura Steffey Moss, Cfp® known for?

Laura Steffey Moss, Cfp® has skills like Retirement Planning, Mutual Funds, Wealth Management, Investments, Finance, Financial Planning, Customer Service, Financial Services, Securities, Retirement, Management, Series 7.

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