Sal Dangelo
- Role
- Founder and President at Lakepointe Advisors, Llc
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Sal Dangelo
LakePointe Advisors LLC is a fee-based retirement, tax, and estate planning firm serving…
Experience
Founder and President
Jun 2014 — Present
I am a trusted advisor to entrepreneurs, physicians and other healthcare professionals. I provide my clients with the experience and advice to grow and protect their wealth, reduce taxes and build a secure future. My clients include: Self-employed entrepreneurs Physicians and other healthcare professionals Corporate executives Manufacturing and other blue-collar workers My practice is driven by the desire to help every client realize a future that is bigger than their past. To learn more, please visit https://lakepointeadvisors.com/- Securities and investment advisory services offered through Cetera Advisors LLC, a Broker/Dealer and Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity
Skills
- Long Term Care Insurance
- Employee Benefits
- Investment Advisory Services
- Qualified Retirement Plans
- Life, Health & Disability Insurance
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