About My Practice
Demming Financial Services Corporation specializes in setting up comprehensive financial programs for dual-income and upper income wage-earners in the $50,000-$1,000,000 annual income range. The firm also provides extensive pre-retirement and retirement counseling, as well as transition planning for recently divorced individuals, widows, and widowers. Also, 10% of our clientele are business owners. We currently provide these services to more than 500 individuals and families in the northern Ohio corridor, serving Akron, Youngstown, and Cleveland. In addition, approximately 10% of our clientele have moved outside Ohio and live in various states and countries.
Experience
Demming Financial Services Corporation has served clients for over 30 years. Its staff is composed of 2 CFPs and 9 salaried professional and service staff.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65, 66
Insurance Licenses
Life insurance: Ohio, Colorado, Health/disability insurance: Ohio, Fixed annuities: Ohio, Variable annuities: Ohio
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: 90% fee-based with fee offsets
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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