Beachwood, OH Financial Consultant

Dale and Jackie are amazing , great advise and follow up , has done great w our portfolio , wouldnt hesitate to refer !

Dale manages our money and has all our trust. I've referred my sister, brother, daughter, brother in law and a few of my best friends. I like that he returns calls and th ... more

I highly recommend this business. I was completely impressed with their professionalism and customer service. I had an amazing experience with this company. The customer ... more

Imagine winning the lotto. Working with Aaron Longino of Silver Lion was about the equivalent. Silver Lion was recommended by our HR department, as I work for a nonprof ... more

Excellent service, knowledgeable and helpful

Excellent service! They do exactly as they say and its worth every penny for whatever service you may need and everyone is well educated. Everything takes time and patien ... more

Working with money and investments can be overwhelming and sometimes counter-intuitive. Vlad has been an excellent resource for educating my family and me in these matter ... more

Mrs. Hollis is very knowledgeable of insurance, and explained it in perfect detail. Very professional; yet, personable, and answered all my questions. She has exceptiona ... more

Amazing work