James M. Reed,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Reed, CFP®

CPA

President

Reed Financial Services

5885 Landerbrook Dr., Ste 110
Cleveland, OH 44124
FINANCIAL ADVISOR'S WEBSITE
(216) 464-2090 x102

General

James Reed is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Reed Financial Services in Cleveland, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Identity Theft, Insurance, Retirement, Life Planning, Succession Planning, Long-term Care

More

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