LoPresti Financial Group   Fiduciary Fee Based
Investment Management & Retirement Planning

CONNECT

Address:

5000 Foote Rd (Corner of Foote Rd. & Rt. 18) Suite 203
Medina, OH 44256

Phone:

330-598-1818

Fax/Other:

330-598-0109

What Makes Us Different Makes Us Better

At LoPresti Financial Group we are extremely proud of the fact that we are NOT like most other financial advisors. What makes us different you may be asking?

The things that differentiate us from others is first and foremost our attitude toward our clients.  We fully realize the ONLY reason we are in business is because of our clients.  And for that reason we feel our client services are the best.  Great client relationships and excellent customer service are trademarks of LoPresti Financial Group.  We treat you like family.  

Very importantly we distinguish ourselves from other financial advisors based on the type of model we utilize in handling your investments. Our model focuses on protecting your assets with the goal of providing you with safety, liquidity and excellent investment returns.  Easy to say, but how do we actually do it?

We do NOT utilize retail mutual funds, variable annuities and the normal variety of commissioned based products usually "sold" by commissioned investment sales people.  That's another way we are different than most.  We never offer investments that pay us a commission from your money. And very significant to know we are a true Fiduciary and always act in your best interest, not ours.

At LoPresti Financial Group we need to keep our clients for nearly seven years to earn what a commissioned advisor makes in just one day.  Where do you think  your best interest will be served?

To discover first hand how we really are different call our office for a complimentary portfolio analysis and consultation.

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While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Investment Management
  • Retirement Planning
  • Asset Preservation
  • Retirement Income Strategies 
  • Estate conservation
  • Protection of Assets
  • Professional Money Management
  • Successful Income Strategies
  • Tax Management
  • Proven Strategies to Eliminate and Reduce Risk