Broker Check

Our Company

Advantage Financial Services, Inc. LLC, was created in 2003. We are a full service independent Financial Advisory Firm located in Sheffield Village, Ohio. Our clientele come from all walks of life.

We are proud to be independent financial advisors. What does that mean for our clients? It means that we are able to provide you with the products that we feel will be the best fit for you, not products that we are required to use. Our independence allows us to use the same products that we would recommend to our family and friends. That, we can assure you, is not available at all investment firms.

Our Broker Dealer, LPL Financial LLC, is the largest independent broker dealer in the United States as reported by Financial Planning Magazine, June 1996-2016, based on total revenue. The size and strength of LPL’s financial research department is well regarded in the industry. The combination of Advantage Financial’s personalized service with the power of LPL Financial’s backed research provides our clients with confidence that they are supported by a team with integrity, responsiveness and strength, all working for their financial success and legacy.

Although all investment strategies are designed for the specific needs of our clients and their goals, we are able to use some investments that have endured the test of time over the long term. We don’t jump from the latest, hottest investment ideas to the next. That means when you invest with our firm, you will experience our efforts to provide the potential for consistent asset growth over your lifetime.

During times of volatility, we are a resource to help you keep your long term goals in sight. We answer our phones in prosperous times and trying times. Our philosophy is not flashy. We are conservative in our investment approach. We don’t overwhelm you with pages and pages of facts, numbers and charts. We communicate in plain language. We encourage and educate our clients to understand their investments and how they are designed to work over a lifetime of investing.

We always appreciate the opportunity to share our passion about making your financial dreams come true. Please call 440-695-0486 for an appointment for a free consultation today.