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Creekside Financial Advisors, LLC

Press Releases

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Cleveland financial management firm, Creekside Financial Partners, adds client service devotee, Kath Lepole to growing team. - April 10, 2015
Aaron Kamat, a Cleveland-native and experienced investment advisor representative, has joined Creekside Financial Advisors as a partner. - February 28, 2014
Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process. - February 01, 2014
Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager. - June 19, 2013
Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience. - May 24, 2013
Cleveland financial advisor celebrates 20 years of service. - May 18, 2013
Financial services professional, Jeanne Cowart, joins Cleveland financial management firm as a client manager. - December 23, 2012
Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm. - May 17, 2012
Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award. - February 19, 2012
Twenty-year financial services veteran, Susan Svenson, joins Cleveland financial planning firm as a client manager. - December 08, 2011
Veteran Financial Advisors are the latest additions to Creekside Financial Advisors' growing professional group. Known for providing more than just financial services, Creekside is attracting new clients as well as experienced advisors like Schneider and Yanowitz. - October 19, 2011
Cleveland-based Creekside Financial Advisors added Jessica Silver and Susan Valerio to the firm's growing client-focused staff. Jessica and Susan are tasked with providing extraordinary, individualized service to the firm's incredibly loyal clients who are made up of doctors, small business owners, business executives, retirees, and families. - May 11, 2011
Cleveland financial planner, Nan Cohen, starts new firm that was created around clients' lifelong financial planning needs. - May 04, 2011
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