Contact Info
Dick Gary, CLU
Associate Director, Tax
Akron, Ohio 44333
Toll Free: (800) 869-1835
Phone: (330) 668-9696
Fax: (330) 668-2538
Richard Gary, CLU
Specializing in the areas of
- Estate, business succession, and nonqualified benefit planning
Experience
- More than 29 years working with owners of closely held businesses focusing on business succession planning, estate tax planning for owners and key employees, and designing nonqualified deferred compensation plans for owners and key employees
Education
- Bachelor of Science in business administration from The Ohio State University
Professional
- Ohio Life, Health, and Accident Licenses
- Securities registrations: Series 6 and 63
- Registered Representative with Multi-Financial Securities Corporation,
- Cleveland Estate Planning Council, member
- Akron Estate Planning Council, member
- Case Estate Planning Advisory Council, member
- Association for Advanced Life Underwriting, member
- Cleveland Association for Financial Advisors, member
Registered Representative of and securities offered through Multi-Financial Securities Corporation, Member FINRA, SIPC, . SS&G Wealth Management and SS&G Financial Services are not affiliated with Multi-Financial Securities Corporation or ING.