John D. Dovich & Associates, LLC Email Format

Financial ServicesOhio, United States11-50 Employees

Fee Based Wealth Management, Financial Advisory & Investment Management John D. Dovich & Associates, LLC mission is to provide strategic financial planning. By coordinating the elements of portfolio management, retirement, estate, insurance and education planning, we can implement and monitor our strategic financial planning approach necessary to achieve our client's goals. We believe in on-going communication with our clients, periodic progress meetings, and quarterly client statements that are comprehensive and easy to read. The personal relationship between our clients and our principals is the hallmark of our service philosophy. When appropriate, we will introduce you to other professionals, including attorneys, certified public accountants, bankers, and pension plan administrators - and meet with them as necessary. This knowledge and coordination forms the basis of our relationship – the joint definition of strategies and practical implementation. We invite you to call, inquire, and explore how John D. Dovich & Associates, LLC can assist you in providing strategic life planning. Securities offered through Lion Street Financial, LLC, member FINRA & SIPC. Investment Advisory Services offered through John D. Dovich & Associates, LLC, a Registered Investment Advisor. John D. Dovich & Associates, LLC and Lion Street Financial, LLC are not affiliated.

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