Welcome to Teichman Financial Services

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients access to an assortment of quality, non-proprietary investment choices. Products and services include:

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Estate planning - for preservation of wealth from generation to generation
  • Mutual funds, individual stocks & bonds
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser.

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or email. I can help you make sense of today’s investment climate.

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Contact Us

Teichman Financial Services
Phone: (440) 729-0036
Fax: (440) 729-0314
Email: teichman.financial@lpl.com