As your Financial Advisor, Steve Berman can guide you through:

• Planning to help you achieve your lifestyle objectives
• Retirement planning and solutions (including accumulation, retirement income, Social Security, etc.)
• Investment and asset management services including market and economic inquiries
• Estate planning strategies and trust guidance
• College/Education planning
• Life, long-term care, and disability insurance analysis and review
• Tax planning coordination with your tax professional
• Various products and services offered through Wells Fargo Bank*

Steve Berman       
216-455-7512
216-306-5011(text)
[email protected]

^{*Access to lending products and service through Wells Fargo affiliates. Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.}

^{Wells Fargo Advisors Financial Network does not provide legal or tax advice.}

As the Operations Manager, Tammy Salopeck can assist with:

• Scheduling appointments
• Account balances, positions and values
• Deposits, withdrawals, fed wires and transfers from your account
• Questions about your statement or other paperwork
• Updating your information (name, address change, etc.)
• Tax Documents (1099 forms, year-end statements, etc.)
• Check re-order, check copies, lost checks or debit card
• Assist with setting up internet access to your account

Tammy Salopeck