RETIRE WITH US.

Our

Team.

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Our firm has been built on long-term, trusting relationships with like-minded individuals. We are dedicated to the client by seeing them through all aspects of the retirement planning process. We realize that we may not be a fit for everyone - and that is okay. As fiduciary advisors, we are bound by law to give advice that is in your best interest. Even if that means we lose your business, it is important that we do what is right.

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Ross Cochrell | CRPS®

Owner/Advisor

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Kaycee Porter

Client Relations Coordinator

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Mallory Imhoff

Office Manager

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John Vertal 

CFP, CPA/PFS

1725 Cleveland Rd. Wooster, OH 44691

1001 Jaycox Rd. Suite #2 Avon, OH 44011

330.264.2323 f: 330.264.8100

clientservices@cochrellfinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC. Visit FINRA's BrokerCheck.

Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.

Cochrell Financial and Securities America are separate entities. 

 

This site is published for residents of the United States and is for informational purposed only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services that transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. 

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