Ownership Advisors, Inc. Ownership Advisors, Inc.    

Ownership Advisors, Inc.
6100 Oak Tree Blvd., South
Suite 420
Park Center Plaza I
Cleveland, OH 44131

PHONE: 216-328-5538
FAX: 216-328-5531
E-mail Us

 
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Ideal Client Profile

To determine if you fit our "Ideal Client Profile", check the boxes that best describe you. By clicking the button, we will score your answers:
Business Owner
Compassionate
Over Age 55
Family Focused
Own Illiquid Assets
Decisive
Married
Community Leader
Passionate 		   Charitable
Future Oriented
Honest
Loyal
High Net-Worth
Open-Minded
Creative Thinker
Strong Faith
 

 
Fee-based planning, asset management and securities
offered through LPL Financial Member FINRA/SIPC.

Member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit www.sipc.org.

6100 Oak Tree Blvd., South • Park Center Plaza I, Suite 420 • Independence, OH 44131
PHONE: 216-328-5538 | Directions to our office