Molly Balunek, Cfp®

Molly Balunek, Cfp® Email and Phone Number

Co-Founder at Endeavor Wealth Advisors, Fee-Only Advisor, Providing Straightforward Advice for Success @ Endeavor Wealth Advisors
cleveland, ohio, united states
Molly Balunek, Cfp®'s Location
Chagrin Falls, Ohio, United States, United States
Molly Balunek, Cfp®'s Contact Details

Molly Balunek, Cfp® personal email

n/a

Molly Balunek, Cfp® phone numbers

About Molly Balunek, Cfp®

Passionately advocating, advising and educating our clients through courageous, candid and compassionate questioning and simple guidance to achieve financial freedom. We strive to align our clients’ wealth management goals with their individual core values and beliefs.Endeavor Wealth Advisors provides financial planning and investment advisory services to families who want to improve their personal finances and achieve or maintain financial independence.Women with Goals is a community of women who want to take charge of their finances. I provide education and networking and practical advice that empowers them and helps them maintain balance in their lives.Specialties: Financial Goal Setting and Achievement, Personal Finance for Women, Holistic Life Planning, Comprehensive Financial Planning, Retirement Cash Flow Planning, Philanthropy, Asset Allocation, Portfolio Management, High Net Worth Clients.

Molly Balunek, Cfp®'s Current Company Details
Endeavor Wealth Advisors

Endeavor Wealth Advisors

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Co-Founder at Endeavor Wealth Advisors, Fee-Only Advisor, Providing Straightforward Advice for Success
cleveland, ohio, united states
Website:
endeavorwa.com
Employees:
3
Molly Balunek, Cfp® Work Experience Details
  • Endeavor Wealth Advisors
    Co-Founder
    Endeavor Wealth Advisors Aug 2019 - Present
    Pepper Pike
    View
  • Laurel Tree Advisors
    Founder/President
    Laurel Tree Advisors Aug 2013 - Aug 2019
    Cleveland/Akron, Ohio Area
    Laurel Tree Advisors provides financial planning and investment advisory services to families who want to improve their personal finances and achieve or maintain financial independence.For over 20 years, I have focused on providing a client-centered financial planning experience, working directly with clients to help them achieve their goals.
    View
  • Inverness Investment Group
    Senior Vice President
    Inverness Investment Group Aug 2009 - Jul 2013
    Provided holistic life planning that focused on personalized financial planning and customized investment management. I worked primarily with retired executives and business owners, professional women, and widows.
    View
  • Spero-Smith Investment Advisers, Inc.
    Vice President
    Spero-Smith Investment Advisers, Inc. Aug 2000 - Jul 2009
    Fee-only Financial Planning and Portfolio Management Services.
  • Rav Financial Services
    Financial Planner
    Rav Financial Services Dec 1994 - Nov 1998
    Financial Planning and Investment Management Services.

Molly Balunek, Cfp® Skills

Asset Allocation Strategic Financial Planning Portfolio Management Financial Planning Wealth Management Investment Management Estate Planning Retirement Planning Retirement Finance Investment Strategies Asset Management Financial Advisory Personal Finance Financial Planners Strategic Planning High Net Worth Individuals Investments Public Speaking Small Business Estate Tax Planning Income Tax Cash Flow Financial Education Cash Flow Management Income Tax Planning Empowering Women Financial Literacy Group Presentations

Frequently Asked Questions about Molly Balunek, Cfp®

What company does Molly Balunek, Cfp® work for?

Molly Balunek, Cfp® works for Endeavor Wealth Advisors

What is Molly Balunek, Cfp®'s role at the current company?

Molly Balunek, Cfp®'s current role is Co-Founder at Endeavor Wealth Advisors, Fee-Only Advisor, Providing Straightforward Advice for Success.

What is Molly Balunek, Cfp®'s email address?

Molly Balunek, Cfp®'s email address is mo****@****nek.net

What is Molly Balunek, Cfp®'s direct phone number?

Molly Balunek, Cfp®'s direct phone number is +121646*****

What are some of Molly Balunek, Cfp®'s interests?

Molly Balunek, Cfp® has interest in Bird Watching, Family, Bike Riding, Reading, Being Outdoors, Travel, Current Events.

What skills is Molly Balunek, Cfp® known for?

Molly Balunek, Cfp® has skills like Asset Allocation, Strategic Financial Planning, Portfolio Management, Financial Planning, Wealth Management, Investment Management, Estate Planning, Retirement Planning, Retirement, Finance, Investment Strategies, Asset Management.

Who are Molly Balunek, Cfp®'s colleagues?

Molly Balunek, Cfp®'s colleagues are Jen Smith, Julia Zettl.

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