I help families and individuals through an all-inclusive planning approach. Our offering allows me to serve a myriad of client needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. I create customized strategies and offer products from hundreds of leading investment and insurance companies.
As a Financial Professional, I partner with many providers to offer a variety of financial solutions and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. My mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives and goals.
Please contact me at 330.348.3672 or at Courtney.Reed@equitable.com as a resource for planning your financial goals.
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.