Bank of America Private Client Advisor Omid Sattarian

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Omid Sattarian is a Certified Financial Planner (CFP®) and Private Client Advisor based in Cleveland, Ohio. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Omid provides comprehensive financial planning services, helping clients navigate their financial journeys with informed decision-making. His practice is focused on serving individuals and families seeking personalized financial guidance.

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