Prior to joining Creekside, Susan worked for Cedar Brook Financial Partners and Fairport Asset Management, other Cleveland-based financial services firms. Susan earned a Bachelor of Arts degree in Management from Baldwin-Wallace College where she also received a certificate in Human Resources Management. A certified Notary Public, she also has completed a number of courses to continue her education related to her field.
“I’m thrilled to welcome Sue to Creekside. We’ve worked together for years and I’ve always admired her ability to anticipate clients’ needs and provide exemplary service,” said Randy Schneider, Creekside financial advisor. “At Creekside, we’re all about providing truly personal financial advisory services. Our clients have customized financial plans that address their particular needs and lifelong financial goals. Professionals like Sue help us deliver the highest quality service to our clients,” continued Schneider.
About Creekside Financial Advisors, LLC.
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Creekside Financial Advisors LLC and Securities America companies are not affiliated. Please visit www.creeksidefinancial.com to learn more about Creekside.
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Creekside Financial Advisors is a Cleveland-based financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives.