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Steven Zangmeister ChFC, CLU Financial Advisor Chartered Financial Consultant
312 N Cleveland-Massillon Rd. Akron, OH 44333 Phone: 330-665-3400 Fax: 330-665-3800 Contact Us
Map & Directions
Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA / SIPC
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Mission Statement
As an independent professional advisor, I can offer you a personalized
financial strategy
, not a generic
investment
program. Your individual
portfolio
will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
My approach to
investing
is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the
investment strategies
I recommend, so that you'll be fully comfortable with all aspects of your
investment program
. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve
financial independence
through professional advice, individualized planning, sound risk management, quality
investment products
, and personal, efficient service.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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