Pleasant Wealth, Llc | With You On Life's Journey

Description

• Investments | Succession | Retirement | Estate PlanningAt Pleasant Wealth, we forge lasting relationships with clients, earning the right to be heard in both collegial and candid conversations. These interactions help us assess current needs and plan long-term strategies which steward your investments and secure your future. Our Values:CANDOR: We create a safe space for relaxed, yet authentic conversations around topics that matter your finances and how to manage them.STEWARDSHIP: Were grateful for our clients confidence, and we take personal responsibility for all resources that are entrusted to us.COMPETENCE: We stay abreast of our industry, seeking out training and education that allows us to perform our jobs with excellence.CONSISTENCY: Amidst economic ups and downs, we take a long view approach that strives to produce paced growth and reasonable returns. FORESIGHT: We partner with you to think through all of life: your current investments, eventual retirement, business succession, and estate distribution.________Disclaimer: Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC. OSJ Phone number: 330-893-2600. Investment Advisory services provided through O.N. Investment Management Company.Contact your registered representative to obtain current prospectuses. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses of the underlying variable portfolios carefully before investing. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results. Guarantees are based upon the claims-paying ability of the issuing insurance company.
• 

  Headquarters:720 Mckinley Avenue Northwest , Canton, Ohio, United States

  More
• 

  Phone Number: +1 330-893-0113

• 

  Website: https://www.pleasantwealth.com

• 

  Employees:7

• 

  Revenue:$1 - 10M

• 

  Legal Name:Pleasant Wealth, Llc | With You On Life's Journey

• Pleasant Wealth, Llc | With You On Life's Journey's Social Media

  
• Is this data correct?

• |  NAICS Code: 523930  |

  Show More