Carly Purtill's Contact Details

Carly Purtill's Company Details

Purtill Financial LLC

Richmond Heights, OH, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Purtill Financial is a fee only independent registered investment advisory firm. Our services include active portfolio management, financial plans, and tax planning and preparation. We specialize in 401(k) rollovers, Roth IRA conversions, and helping retirees and young professionals grow their investment assets.We have more than $100 million in assets under management, and an additional $30 million in assets under advisement, and serve more than 150 families and businesses. We have a four-person professional staff with offices in Highland Heights, Ohio and Fort Myers Beach, Florida. Our staff's qualifications include a Wharton MBA, Certified Public Accountant (CPA) designations, Personal Financial Specialist (PFS) credential from the American Institute of CPAs, major university degrees in finance and accounting, FINRA Series 65 Investment Advisor licenses, experience at Ernst & Young and Bank of America and a combined 50 years experience in the financial services industry. Michael Purtill, CFP® holds the CERTIFIED FINANCIAL PLANNER™ credential and is a member of the Financial Planning Association.Our firm is a member of the National Association of Personal Financial Advisors (NAPFA). This organization, whose members are 2,400 of the highest qualified financial advisors in the country, requires that all of its members act as fiduciaries, provide comprehensive financial planning assistance to clients, and accept no fees or commissions from brokerage firms or mutual fund companies in exchange for its recommendations.