Also known as flegal financial planning
Flegal Financial Planning is a fee-only registered investment advisor based in Strongsville, Ohio, established in 2024. It provides financial planning, retirement planning, ongoing investment management and tax reduction strategies, with a focus on people nearing or in retirement. The firm is led by Dave Flegal, who holds CPA and CFP credentials and offers tax-focused advice aimed at lowering clients' lifetime tax bills. It operates as a fiduciary and meets clients at four Cleveland-area locations (Strongsville, Westlake, Independence and Beachwood) as well as virtually, serving clients in Northeast Ohio and across the United States.
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Flegal Financial Planning is a wealth manager based in Strongsville, United States.
Flegal Financial Planning is headquartered in Strongsville, United States.
Flegal Financial Planning was founded in 2024.
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