Modern Financial Advisors
in Cleveland, OH

“I met Chuck back in 2009 and have been a client ever since. Not knowing much about retirement savings and financial portfolios, I asked Chuck why I should put my trust in him. Chuck confidently responded that he would make me two promises that he would always keep: 1. “I will never betray your trust in me,” and 2. “I will always tell you the truth as I know it even if you may not like it.”

Those two promises have been kept ever since, and I trust Chuck immensely!  I’d like to think that over the years the many discussions, meetings over lunch, and time we’ve spent together that Chuck and I have a special relationship, one that is based on a foundation of friendship rather than of a financial advisor/client. I believe Chuck is a stand-up guy and that’s rare in today’s world.  We need more stand-up guys like Chuck and I feel blessed to have his counsel and friendship.” – Larry

“My husband, Bill, and I had Ross Croucher as our financial advisor for over 25 years. Before Bill passed away, he told me, “Don’t ever stop working with Ross.” He was right!  After Bill’s passing, Ross guided me with patience and compassion, lifting the weight off my shoulders. He’s more than a financial advisor—he’s a trusted friend.” – Marilyn

“I met Chuck Conrad eleven plus years ago after the unexpected death of my husband. I had no idea how to deal with his 401(k) and retirement benefits. I was in a state of shock, and Chuck helped me out so much by taking the reins and doing what he does best—taking care of the needs of others. I can always call him or his staff with any questions or concerns and know that everything will be handled. He’s done great for me.” – Sandy

“Working with Ross over the years has been such a smooth experience, and has developed into more than a client/financial advisor relationship. My account is always managed so well—I never have to worry about a thing. Everything is organized, handled quickly, and communicated clearly. It really feels like my account and needs are a PRIORITY. Definitely 5 Stars!” – David

“We have been with Mark for several years. As a fiduciary he has always done what was best for us. He’s very professional, taking time to listen to our questions and explaining his financial recommendations so we can understand the goals. We would highly recommend his services.” – Steven

“Mark Stratis has been our financial planner for over 30 years. We came to Mark for advice regarding our savings accounts, investments, and life insurance. Based on his guidance, we were able to put our daughter through college and are now enjoying a comfortable retirement. Mark is personable, accessible, prompt, and responsive. Whether we want advice or updates, tax information via phone or in person, he makes himself available. Thanks to Mark’s knowledge, experience, and networking, we highly recommend him.” – Nancy