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Creekside Financial Advisors, LLC

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Creekside Financial Advisors Adds Superstar Staff


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.

Cleveland, OH, May 11, 2011 --(PR.com)-- Cleveland-based Creekside Financial Partners, LLC, has added Jessica Silver and Susan Valerio to the financial planning firm’s growing staff. Prior to joining Creekside, Ms. Silver and Ms. Valerio delivered extraordinary service to Nan Cohen’s clients at Cedar Brook Financial Partners, LLC. Ms. Cohen founded Creekside Financial Advisors, LLC in May of 2011 and retained her support team consisting of Ms. Silver and Ms. Valerio.

Ms. Silver is Creekside’s client manager. She specializes in data and analysis, client communication, and market research. Ms. Silver holds a Series 7 license, as well as a Life, Health, and Variable Annuities license in the state of Ohio.

Ms. Valerio is Creekside’s office manager. Her role is to ensure that Ms. Cohen has all of the time and resources to focus solely on her clients. Prior to joining Cedar Brook, Ms. Valerio provided support to a staff of attorneys and underwriters at Progressive Insurance for nineteen years.

“In the spirit of providing extraordinary service to our valued clients, Jessica and Susan have joined me at Creekside. Having worked together, we know what’s important to our clients and how to best serve them. I’m thrilled that our team is in tact and focused on our clients’ needs,” explained Nan Cohen, founder of Creekside Financial Advisors, LLC.

Prior to starting Creekside Financial Advisors, Ms. Cohen was a principal at Cleveland’s Cedar Brook Financial Partners, LLC. Before joining Cedar Brook, Ms. Cohen was affiliated with the Cleveland Financial Group for twelve years. During that time, she was one of the firm’s top planners, and she instituted the nation’s first elementary school-level financial education program.

Ms. Cohen specializes in designing comprehensive, personalized financial plans for physicians, attorneys, business executives and retirees who, like her, have built their careers on service, trust and expertise.

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Founded by Nan Cohen, a veteran Cleveland financial planner, the firm was created around clients’ lifelong financial planning needs. The founder’s incredibly loyal client base of physicians, attorneys, business executives and retirees appreciate the hands-on, personal approach to planning for their future. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

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Contact Information
Creekside Financial Advisors, LLC
Laura Sheridan
216-831-2750
Contact
creeksidefa.com

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