David Frank, CLU, ChFC

Registered Representative
Investment Adviser Representative

State Registrations: AZ, OH

Mission Statement:

My priority is to always serve the client's best interest in providing advice, options and service to that client.


Personal & Professional Qualifications:

I acquired a CLU® and ChFC® designations early in my career to offer knowledge in both insurance and financial planning. I also obtained a FINRA Series 7 registration to better serve my clients in the equity markets.


Company Specialty:

I have worked extensively in the advanced business planning market utilizing life insurance to solve business problems. I also specialize in implementing trust and estate plans. 


Specialty Services:
  • Estate planning
  • Retirement planning
  • Disability insurance
  • Long term care
  • Life insurance


Additional Services:

I learned my profession by sitting with family's around the kitchen table and willingly work the family and business markets by helping them reach their goals and solving problems.

Phone 330-726-7500
Fax 330-726-7400
Mobile Phone 330-533-6737