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E. Michael McGervey, CFP®, CRPC

McGervey Wealth Management

6263 Frank Ave NW
North Canton, OH 44720
Phone: (330) 966-2100

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Insurance
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Minimum invested assets of $500,000.

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