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PROFESSIONAL ADVISORS
Accountants, attorneys, financial planners and other professional advisors play an important role in drawing up wills and estate plans. A number of professional advisory firms, listed below, have joined LEAVE A LEGACY® Summit/Portage/Medina as Partners and are helping to spread the word about the value and benefit of including a charitable gift in wills and estates.
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Accountants |
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Laura Culp, Chair
Shareholder & Director of Taxation
Brockman, Coats, Gedelian & Co.
1735 Merriman Road
Akron, OH 44313
330.864.6661
laurac@bcgsys.com
Paula Divencenzo, Bober, Markey, Fedorovich & Co.
411 Wolf Ledges, Suite 400
Akron, OH 44311-1040
330.762.9785
parla@bobermarkey.com
Timothy McEldowney
Cohen & Company
300 Main Place
Akron, OH 44308
330.255.4330
tmceldowney@cohencpa.com
Michael Kolk
Cohen & Company
300 Main Place
Akron, OH 44308
330.255.4330
mkolk@cohencpa.com
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Brokers |
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Lawrence Rose
Merrill Lynch Private Client Group
Park Place Building
10 West Streetsboro Street, Suite 302
Hudson, OH 44236
330.655.2312
lrose@pclient.ml.com
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Financial Planners |
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Daniel Lauretta, CFP,CLU,ChFC, LUTCF
Certified Financial Planner
Ameriprise Financial Services, Inc.
5900 Landerbrook Drive, Suite 100
Mayfield Hts, OH 441224
330.322.0634
Daniel.J.Lauretta@ampf.com
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Trust Officers |
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Stephen Kitchen
Vice-President National City Bank
Allegiant Asset Mgmt. Group
112 W. Liberty Street
Wooster, OH 44591
330.202.3232
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