Jeremy D. DiTullio,  CFP<sup>&reg;</sup> - Financial Advisor

Jeremy D. DiTullio, CFP®

AWMA®, CRPC®

Cleveland Financial Group

2001 Crocker Rd, Suite 400
Westlake, OH 44145
FINANCIAL ADVISOR'S WEBSITE
(440) 617-6676

General

Jeremy DiTullio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cleveland Financial Group in Westlake, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Wealth Management Advisor (AWMA®) & Chartered Retirement Planning Counselor (CRPC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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