Find the Certified Financial Planner™
Who's right for you.

Carolyn C. Kaufman, MBA, CPA, CFP®, LLD

Prim Advisors, Inc

6500 Rockside Rd
Ste 370
Independence, OH 44131
Fax: (216) 830-1120

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.