Scott Searles

Scott Searles Email and Phone Number

President and Financial Advisor @ Skybox Financial Group
Cleveland, OH, US
Scott Searles's Location
Cleveland, Ohio, United States, United States
Scott Searles's Contact Details
About Scott Searles

At Skybox Financial Group, we only focus on one thing: The needs of our clients. We pour every ounce of effort we have into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals. With over 20 years of experience financial planning, we can design a strategy that will cover the 4 pillars of a sound financial plan: Investments, Taxes, Estate Planning and Insurance. Social Security planning also takes a prominent role is the process

Scott Searles's Current Company Details
Skybox Financial Group

Skybox Financial Group

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President and Financial Advisor
Cleveland, OH, US
Website:
skyboxfinancialgroup.com
Employees:
5
Scott Searles Work Experience Details
  • Skybox Financial Group
    President And Financial Advisor
    Skybox Financial Group
    Cleveland, Oh, Us
    View
  • Skybox Financial Group
    President / Financial Advisor
    Skybox Financial Group Aug 2013 - Present
    Strongsville, Ohio
    View
  • Bishop Financial Advisors
    Wealth Advisor / Retirement Plan Consultant
    Bishop Financial Advisors Nov 2012 - Aug 2013
    View
  • Inverness Investment Group
    Senior Vice President
    Inverness Investment Group Mar 2003 - Nov 2012
    Work with Individuals, Corporations, and Non-Profits on Integrated Wealth Management.
    View
  • Raymond James Financial
    Financial Advisor
    Raymond James Financial Jan 1999 - Mar 2003
    Financial Planning

Scott Searles Skills

Strategic Financial Planning Retirement Planning Wealth Management Investment Strategies Investment Advisory Asset Allocation Investments Small Business Estate Planning Wealth 401k Alternative Investments Financial Services Securities Wealth Management Services Finance Retirement Plan Consulting Physicians Executive Positions Managed Futures Retirement Financial Advisory Series 7

Scott Searles Education Details

Frequently Asked Questions about Scott Searles

What company does Scott Searles work for?

Scott Searles works for Skybox Financial Group

What is Scott Searles's role at the current company?

Scott Searles's current role is President and Financial Advisor.

What is Scott Searles's email address?

Scott Searles's email address is op****@****hoo.com

What is Scott Searles's direct phone number?

Scott Searles's direct phone number is +144026*****

What schools did Scott Searles attend?

Scott Searles attended Kent State University.

What skills is Scott Searles known for?

Scott Searles has skills like Strategic Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investments, Small Business, Estate Planning, Wealth, 401k, Alternative Investments.

Who are Scott Searles's colleagues?

Scott Searles's colleagues are Mark Manges, Cfp®.

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