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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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Paula Divencenzo, Bober, Markey, Fedorovich & Co.
411 Wolf Ledges, Suite 400
Akron, OH 44311-1040
330.762.9785
parla@bobermarkey.com
Alane Boffa
121 S. Main Street #300
Akron, OH 44308
330.374.1040
Fax. 330.535.0111
aboffa@cohencps.com
Michael Kolk
Cohen & Company
121 S. Main Street #300
Akron, OH 44308
330.255.4330
mkolk@cohencpa.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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