Broker Check

Trusted Partners

Professional Partners

Clients often ask who we trust for the other parts of life, home projects, taxes, and legal matters. Below are a few local professionals we know and recommend in our area.

Peck and Gambish CPAs, Inc.

Peck and Gambish CPAs, Inc.

Kathryn K. Gambish

Certified Public Accountant, CEO


We help our clients navigate tax planning and filing with a personal touch.

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Pertz Legal, LLC

Pertz Legal, LLC

Michael J. Pertz

Ohio Estate Planning and Medicaid Planning Attorney


We help families put wills, trusts, and estate plans in place, without the runaround.

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Timberlake Enterprises

Timberlake Enterprises

Tim and Kelly

General Contracting and Excavation


We help with everything from remodeling to new builds, roofs to foundations.

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Northern Hammer Works

Northern Hammer Works

Nick Yarham

Residential and Commerical Remodeling


We help bring kitchen, basement, and bathroom remodels and additions to life.

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Health Partners

Our clients are important to us as people, not just financial planning clients, which is why we care about your health! Below are a few local businesses that we are clients of in our area. 

Key Performance Physical Therapy

Key Performance Physical Therapy

Melissa Rodkey

Certified Integrative Manual Therapist


We help reduce pain so it doesn’t interfere with your life and help you move better and enjoy the activities you love. 

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Mastnardo Massage Therapies

Mastnardo Massage Therapies

Diane Mastnardo

Certified Massage Therapist


We help release tension and ease sore muscles so you can relax, recover, and feel better in your body. 

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Two Eleven Health

Two Eleven Health

Colleen Brown, PA-C


We provide personalized, proactive primary care that helps you stay on top of your health so you can focus on the things you love. 

Visit Website
Strength & Balance Exercise Classes

Strength & Balance Exercise Classes

Kathryn Eyring

Health & Empowerment Coach


Kathryn offers FUN exercise classes on Zoom to people over 50, and she accepts Silver Sneakers.

Call (440) 759-2629

Disclosure: The above list of professionals is provided as a courtesy and is not to be construed as an endorsement of their services or business, nor should it be interpreted as a guarantee of results. These individuals and businesses operate independently and are not affiliated with The 611 Group or USA Financial Securities. It is encouraged to conduct one’s own due diligence before engaging with any third-party professional.

Pickle & Pint

Pickle & Pint

We’re proud to be a sponsor of this establishment where Willie regularly engages in the fun exercise of Pickleball! 

Our sponsorship of Pickle & Pint reflects a simple belief that the choices you make today can shape how you plan for what’s next. We invite you to learn more about our approach to financial planning and how thoughtful conversations can support informed decisions over time.

Reach out to us today!

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Based in Avon Lake, Ohio, with a presence in Largo, Florida, The 611 Group works with clients across Northeast Ohio and Florida as they navigate retirement.