Broker Check

Coronavirus Business Operations Update

We are still open and readily available to meet your tax preparation needs.

However, we are temporarily suspending any in-person appointments for tax preparation drop off or pick-up.

Please mail or email your tax documents and we will complete your filings likely within 2-3 days.  We will contact you to coordinate a way to finish up the tax filings remotely.  Only if absolutely necessary, you can drop off your tax documents during weekday hours of 10:00-2:00 using the SIDE ENTRANCE.  Upon entering the building you will see a box with my name on it.  Please leave documents inside and we will be in touch shortly. 

Mailing Address: 35651 Detroit Road, Avon, Ohio 44011 •

Thanks in advance for your kind cooperation on this matter.


It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to.

Where You Are

Where You Are

We will thoroughly review your current financial situation.

Where You Want To Be

Where You Want To Be

We will discuss your short and long term goals.

How You Get There

How You Get There

We will come up with a plan of attack and be there with you along the way.

How We Work

Financial Resource Center specializes in helping individuals develop sound financial strategies during all stages of life. Whether you are just getting started in your career, approaching retirement, or enjoying retirement – please take the time to explore our website and the wealth of information we offer.

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

Learn more

Still Unsure? We Can Help.

Thank you!