25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Susan works full-time as a Financial Advisor at Beacon Financial Partners. She also serves as a board member for Hearts and Hands of CASA, a non-profit organization, dedicating minimal time to this role.