Donald Jereb

Donald Jereb

Registered Representative

Phone: 216.741.3113 ext. 140
Fax: 216.741.3551
Mobile Phone: 440.223.7405
E-mail:
 

Licensed Territories: OH

Mission Statement:

We offer numerous products from many different companies along with personal face-to-face service to meet your unique current and future financial needs.

 

Personal & Professional Qualifications:

I have been in the financial services industry for more than 30 years.

 

Company History:

Investments, including mutual funds and annuities as well as meeting your life insurance needs.

 

Specialty Services:
  • Estate planning
  • Retirement planning
  • Life insurance (including Guaranteed Issue Policies)
  • 401(k) Rollovers
  • Income needs planning
  • Needs analysis