Pinzone Financial Services: We're Here For You

When it comes to investing, trust is important. That is why we place particular value on developing close personal relationships with our customers. We view ourselves as your partner in all things financial, and will help you develop and implement a strategy based on your needs and discuss the level of investment risk that you are comfortable with so a plan can be created. Whether you are planning for retirement, college or passing assets to loved ones or other investment strategies, Pinzone Financial Services can help. 

Investors should consider the following factors when deciding on investments or strategies.

  • Other investments
  • Financial situation and needs
  • Tax Status
  • Investment objectives
  • Age
  • Investment experience
  • Time horizon
  • Liquidity needs
  • Risk Tolerance

 

This is not intended to be a comprehensive list for every investor.  Investors have unique goals and needs.  Carefully consider all factors and familiarize yourself with assocaited risks before investing.



We look forward to hearing from you and building a long-lasting relationship together! 

Contact us today for your FREE No Obligation Financial Consultation!

 

 

PROUDLY SERVING LOCAL CLIENTS SINCE 1995

PINZONE FINANCIAL SERVICES

17601 W. 130th Street, Suite 1

NORTH ROYALTON, OHIO 44133

PHONE: (440) 878-1863

MARK PINZONE

PINZONE@M3WEALTHMANAGEMENT.COM

 

WWW.PINZONEFINANCIALSERVICES.COM

 

 

Principal 

Office of Supervisory Jurisdiction

Mike Donnellan

17601 W. 130th Street, Suite 1

North Royalton, Ohio 44133

440-652-6370

Donnellan@m3wealthmanagement.com

 



 

 

  

Securities and Investment Advisory Services

Offered through:

L.M. Kohn & Company

Registered Broker/Dealer

Member FINRA (www.finra.org), SIPC (www.sipc.org), & MSRB (www.msrb.org)

10151 Carver Road, Suite 100

Cincinnati, Ohio 45242

(800) 478-0788

 

A prospectus offer is required by SEC Rule 482(b)(1) that advises an investor to consider the investment objectives, risks and charges and expenses of an investment company carefully before investing; explains that the prospectus, and, if available, the summary prospectus contains this and other information about the investment company; identifies  a source from which an investor may obtain a prospectus and, if available, a summary prospectus; and states that the prospectus and, if available, the summary prospectus should be read carefully before investing.