NCA Financial Planners

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NCA Financial Planners Employees
Karey Edwards

Senior Financial Advisor

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Mary CFP

Vice President and Senior Financial Advisor

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David Kurtz

Senior Financial Advisor

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NCA Financial Planners Details

6095 Parkland Blvd. Suite 210Mayfield Heights, Ohio 44124440-473-1115NCA Financial Planners is an independent, full-service financial planning firm in Cleveland, Ohio. NCA's professional and support staff of more than 25 employees provide investment advice and wealth management, retirement planning, estate planning and tax planning services to a broad range of professionals and retirees. For over 30 years, we have been helping clients achieve their financial goals.Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.Financial Planners of Cleveland, Inc., conducting Investment Advisory and Fixed and Traditional Insurance business as NCA Financial Planners, is a registered investment advisor. Financial Planner of Cleveland Inc. and NCA Financial Planners are not affiliated with Royal Alliance Associates Inc.For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Employees: 11 - 50
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