Our Events

Join us in celebrating our 25th Anniversary as a financial planning stalwart in Mentor, Ohio!  

Saturday September 5th will be a party in the parking lot!  Regano-palooza!

Join us for food trucks, live entertainment from local legends Pieces of Eight, and much more!

We are passionate about connecting and building relationships face to face, so we have made a commitment to be more accessbile to our valued clients. In celebration of this, we welcomed all our clients and their friends & family to come to our new business front location! Check out some photos from this wonderful event!

We are passionate about connecting and building relationships face to face, so we have made a commitment to be more accessbile to our valued clients. In celebration of this, we welcomed all our clients and their friends & family to come to our new business front location! Check out some photos from this wonderful event!