Gary Mendelow CFP® CRC®

Gary Mendelow CFP® CRC®

Registered Representative

Phone: 440.522.0048
Fax: 440.934.4222
E-mail:
 
Mission Statement:

We focus on protecting and growing wealth and then distributing it smartly for a satisfying retirement. We also provide unparalleled client service with access to our cell numbers for after business hours needs.

 

Personal & Professional Qualifications:

My professional qualifications include the CERTIFIED FINANCIAL PLANNER™ designation. My personal qualifications are my honesty, integrity, caring for my clients, and sincere belief in the solutions I recommend.

 

Company History:

I have been helping people as a financial adviser for more than ten years and I have been involved in many facets of the business having been a manager, product wholesaler and personal advisor during that span.

 

Company Specialty:

We start by finding out what is important to the client or future client. After this discovery, I work with my partner, Celenea Brewer, and all the resources at Legend Group to customize a plan for them.

 

Specialty Services:

 

  • Estate planning
  • Retirement planning
  • Long term care
  • Life insurance

We offer complimentary investment reviews and have flexible hours. We also can and do meet clients at their homes or another location if they prefer.