Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®

Services Offered

• Financial Planning
• Wealth Management
• Investment Management
• Retirement Planning

About

Benjamin Simerly is a Certified Financial Planner (CFP®) and financial advisor based in Mentor, Ohio. He provides comprehensive financial planning and wealth management services tailored to the needs of individuals and families. His expertise includes investment management, retirement planning, and personalized financial strategies. Benjamin serves clients looking for guidance in navigating their financial journeys and achieving their long-term goals.

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