Purtill Financial
Investment Management, 22 Alpha Park, Highland Heights, Ohio, 44143, United States, 1-10 Employees
Phone Number: +18*********
Who is PURTILL FINANCIAL
Purtill Financial is a fee only independent registered investment advisory firm. Our services include portfolio management, financial and retirement planning, tax planning, 401(k) rollove...
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Headquarters: 22 Alpha Park, Highland Heights, Ohio, 44143, United States
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Date Founded: 2000
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Purtill Financial
Answer: Purtill Financial's headquarters are located at 22 Alpha Park, Highland Heights, Ohio, 44143, United States
Answer: Purtill Financial's phone number is +18*********
Answer: Purtill Financial's official website is https://purtillfinancial.com
Answer: Purtill Financial's revenue is $1 Million to $5 Million
Answer: Purtill Financial's SIC: 6282
Answer: Purtill Financial's NAICS: 523930
Answer: Purtill Financial has 1-10 employees
Answer: Purtill Financial is in Investment Management
Answer: Purtill Financial contact info: Phone number: +18********* Website: https://purtillfinancial.com
Answer: Purtill Financial is a fee only independent registered investment advisory firm. Our services include portfolio management, financial and retirement planning, tax planning, 401(k) rollovers, Roth IRA conversions, and helping retirees and young professionals grow and protect their investment assets. We have more than $166 million in assets under management, and an additional $38 million in assets under advisement, and serve more than 170 families. We have a five-person professional staff with our main office in Highland Heights, Ohio and we also meet with clients in Fort Myers Beach, Florida. Our staff's qualifications include a Wharton MBA, Certified Public Accountant (CPA) designations, Personal Financial Specialist (PFS) credential from the American Institute of CPAs, major university degrees in finance and accounting, FINRA Series 65 Investment Advisor licenses, experience at Ernst & Young and Bank of America and a combined 50 years experience in the financial services industry. Michael Purtill, CFP holds the CERTIFIED FINANCIAL PLANNERTM credential and is a member of the Financial Planning Association. Two of our advisors are members of the National Association of Personal Financial Advisors (NAPFA). This organization requires that all of its members act as fiduciaries, provide comprehensive financial planning assistance to clients, and accept no fees or commissions from brokerage firms or mutual fund companies in exchange for its recommendations.
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