Kim Plzak, Financial Advisor located in Sheffield Village, OH

Financial Advisor
Kim Plzak

CEPA®
5320 Hoag Drive Suite A, Sheffield Village, OH 44035opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Gardening
  • Hiking
  • Genealogy
  • Spending Time with Family

Team Members

  • Jaclyn Vartorella
    Sr. Branch Office Administrator
    FPQP®
  • Jess Milano
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(440) 366-0452

Fax

(877) 222-8548

Office Address

5320 Hoag Drive Suite A
Sheffield Village, OH 44035opens in a new window

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