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7160 Chagrin Rd, Suite 135 - Chagrin Falls, OH 44023 - P: (440)247-4870 - F: (440)247-4873
Contact Us
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Stepping Stone Financial, Inc. 7160 Chagrin Road, Suite 135 Chagrin Falls, OH 44023-1136 |
Phone: 440-247-4870 Fax: 440-247-4873 connie@ssfinc.com |
Introductory meeting
You are invited to meet with us at no cost to get acquainted, describe your financial concerns and learn how Stepping Stone Financial can serve you. This meeting usually lasts about one hour. If you are married or live with a significant other, both individuals must be present for the initial meeting. Meetings are available by appointment only. You will be asked to bring your last 3 years tax returns with you, and to complete and send the Confidential Financial Profile and Financial Data forms (below) at least one week in advance of our meeting.
Disclosures: We will not share any of your information without your prior consent.