Rebecca Bar-Shain, Mba, Cfp® Email & Phone Number

The advisors at SEIA deliver financial planning and wealth management strategies, retirement plan consulting, employee benefit consulting, and insurance and risk management services designed with the goal to meet each of our client’s individual needs.We’re one of the largest independent wealth management firms in the Cleveland region. Our independent structure allows us the flexibility to offer a wide range of financial products and services designed to align with our clients' individual goals, without being limited by the offerings of a single company.We are:•Objective: As an independent firm, we are not tied to proprietary products, allowing us to offer solutions that align with our clients' goals. We strive to prioritize our clients' best interests in all of our actions. •Service oriented: We aim to provide tailored solutions that align with each clients' specific goals and needs.•Team: Our team of over 50 professionals brings extensive experience across all of our business practice areas.We offer:•Financial Planning•Wealth Management•Retirement Plans•Employee Benefits•Insurance and Risk AssessmentWe serve:•Business Owners•Corporate Executives•Professionals•Individuals and Families•Service Firms and Small BusinessesRebecca L. Bar-Shain, MBA, CFP®Partner/Financial PlannerSignature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.For additional disclosure information please visit our website at: https://www.seia.com/legal-disclaimer/

Listed skills include Strategic Financial Planning, Securities, Wealth Management, Financial Advisory, and 18 others.