David M. Stollings

David M. Stollings

Phone: 440-884-7042
Fax: 440-845-0065
E-mail:
 

BACKGROUND AND EXPERIENCE

      

David assists customers in most financial areas including: 

  • Income tax preparation and planning
  • Insurance - Life, Long Term Care, Disability
  • Retirement Planning
  • Investments* - IRA's, 401(k) Rollovers, Mutual Funds
  • College Funding
 
BACKGROUND
  •  Associate since 1982
  •  IRS recognized tax practitioner since 1984 
  •  Hondros College - Insurance continuing education  


     

COMMUNITY SERVICE

  •  North Olmsted Chapter Non-Smoking Singles
  •  Rocky River Senior Center Adult Education
  •  Lakewood Intergenerational Program
  •  Berea Animal Rescue Fund  - Former Finance Committee Consultant

 

*Securities offered through SagePoint Financial, Inc.