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.
Kathryn K. Gambish
Certified Public Accountant, CEO
We help our clients navigate tax planning and filing with a personal touch.
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.
Timberlake Enterprises
Tim and Kelly
General Contracting and Excavation
We help with everything from remodeling to new builds, roofs to foundations.
Northern Hammer Works
Nick Yarham
Residential and Commerical Remodeling
We help bring kitchen, basement, and bathroom remodels and additions to life.
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
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.
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.
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.
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.
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
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.
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.