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  •  Tel: 440-723-2133 |  Tel: 812-463-3948

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Professional Relationships

PROFESSIONAL RELATIONSHIPS:

Our professional relationships are a key part of the process and ultimately help our clients reach their fullest potential around financial independence. We establish relationships with other individuals like the professionals below to better serve you:

  • Peck & Gambish, CPA - www.peck-cpa.com
  • Joesph Motta - Estate Planning Attorney - www.josephlmotta.com
  • USA Financial - usafinancial.com
  • Mindy Nielsen, Ryan – St. Marie Insurance https://www.ryanstmarieinsurance.com/
  • James Hanna - Medicare - Benefits

About

  • Our Firm
  • Our Team
  • What It Means to be an Independent Firm
  • Mission
  • Values
  • Partnerships

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515 Moore Rd, Ste 2
Avon Lake, OH 44012
 Tel: 440-723-2133     Tel: 812-463-3948

 

 

William (Willie) Schuette is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. The 611 Group Tax & Wealth Advisors is not affiliated with USA Financial Securities.

Willie Schuette is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: IN;OH. For investment advisory services theses states include: FL;IL;IN;KY;NC;OH;PA;UT. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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