Laura Steffey Moss
Financial Advisor at W3 Financial Group
- Role
- Financial Advisor at W3 Financial Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Laura Steffey Moss
I am passionate about educating and helping clients identify goals and guiding them through the financial planning process to achieve those goals. I enjoy walking clients through their financial plan and providing the knowledge and guidance clients need to feel secure with the decisions that will impact their future, and the security of the most important people in their lives. The best part of what I do is the relationships I build with my clients.Fee-Based Planning offered through W3 Wealth Advisors, LLC. a State Registered Investment Advisor third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc, Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, OH 76•••01. W3 Wealth Management, LLC and W3 Wealth Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Experience
Financial Advisor
Oct 2021 — Present · Akron, OH, US
Education
The Ohio State University
B.A., History
The American College of Financial Services
Certified Financial Planner Designation, Financial Planning and Services
2017 — 2018
Skills
- Securities
- Estate Planning
- Retirement
- Management
- Investments
- Business Planning
- Wealth Management
- Market Research
- Financial Planning
- Sales
- Series 7
- Retirement Planning
- Cash Flow
- Financial Services
- Crm
- Customer Service
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Strategy
- Financial Analysis
- Insurance
- Finance
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