Gary Mendelow CFP® CRC®

Gary Mendelow CFP® CRC®

Registered Representative
Investment Adviser Representative

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™ certification. 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 advisor 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.

 

Phone 440.522.0048
Fax 440.934.4222