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RETIRE WITH US.

Our

Team.

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Our practice 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

Emily Koch

Operations Assistant

1725 Cleveland Rd. Wooster, OH 44691

1001 Jaycox Rd. Suite #2 Avon, OH 44011

330.264.2323 f: 330.264.8100

clientservices@cochrellfinancial.com

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Ross Cochrell and John Vertal are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Cochrell Financial Advisors and United Planners are not affiliated.

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Check the background of your financial professional on FINRA's BrokerCheck.

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A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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We are registered to conduct securities business in AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MO, NC, NV, OH, PA, SC, TN, and TX. 

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

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Insurance-related services may not be provided to individuals residing in any states other than OH.

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