Mike Sheppard, Financial Advisor located in Richfield, OH

Financial Advisor
Mike Sheppard

CEPA®, CRPC™
4059 Kinross Lakes Pkwy, Suite 1, Richfield, OH 44286opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Golfing
  • Triathlons
  • Community Outreach
  • Music
  • Hockey

Team Members

  • Sandy Voll
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(330) 659-0502

Fax

(833) 858-3075

Office Address

4059 Kinross Lakes Pkwy
Suite 1
Richfield, OH 44286opens in a new window

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