Alpha Planning Information

Alpha Planning is a financial services firm serving northeast Ohio and specializing in the needs of pre- and post-retirees. Founded in 1993, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. Advisory Services offered through Alpha Planning as an Investment Adviser registered with the U.S. Securities and Exchange Commission. Information on this page is for informational purposes only and does not constitute an offer or solicitation, or investment advice. Followers should not construe any posts as a recommendation to buy or sell any security. We do not provide investment advisory or brokerage services, or accept orders or instructions via Facebook or other social media platforms. Please do not post personal, account, or confidential information here. Interactions, including “likes” or comments, are not and should not be construed as endorsements or testimonials. Third-party links or content do not constitute endorsement and are not verified for accuracy by Alpha Planning. For your privacy and protection, please contact us directly at https://alphaplanners.com/ or 440-519-0300 for account-specific questions or to conduct business.