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The Westerman Group, LLC

Investment & Wealth Management

http://www.thewestermangroup.com/

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CONTACTS AT THEWESTERMANGROUP.COM

The Westerman Group

Vince Westerman

114 Eas●●●●●●●ra Road

Nor●●●eld , OH, 44067

US

1.33●●●●3111
su●●●●●@voyanttechnology.com

View this contact

The Westerman Group

Vince Westerman

114 Eas●●●●●●●ra Road

Nor●●●eld , OH, 44067

US

1.33●●●●3111
su●●●●●@voyanttechnology.com

View this contact

The Westerman Group

Vince Westerman

114 Eas●●●●●●●ra Road

Nor●●●eld , OH, 44067

US

1.33●●●●3111
su●●●●●@voyanttechnology.com

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The Westerman Group, LLC | thewestermangroup.com Reviews
<META>
DESCRIPTION
Investment &amp; Wealth Management
<META>
KEYWORDS
1 our team
2 gabriella capestrain
3 tara fredericks
4 kelly millet
5 our services
6 business planning
7 financial planning
8 insurance services
9 investment management
10 retirement
CONTENT
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our team,gabriella capestrain,tara fredericks,kelly millet,our services,business planning,financial planning,insurance services,investment management,retirement,wealth preservation,our process,resources,preferred introduction,welcome to twg,sipc
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The Westerman Group, LLC | thewestermangroup.com Reviews

https://thewestermangroup.com

Investment &amp; Wealth Management

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1

The Westerman Group, LLC » David G. Millet

http://www.thewestermangroup.com/david-g-millet

Vincent E. Westerman. David G. Millet. David G. Millet. David G. Millet, a financial advisor and investment advisor representative, has been helping his clients attain their preferred financial future since 1998. His diverse knowledge and experience in estate, wealth, retirement and financial planning, and his background in law enable him to evaluate each client’s unique situation objectively and analytically, enabling them to make well informed decisions. Or by calling 330.467.3111 ext. 14. The Westerma...

2

The Westerman Group, LLC » Financial Planning

http://www.thewestermangroup.com/financial-planning

Vincent E. Westerman. David G. Millet. Sound financial planning begins with a detailed understanding of your current situation – where you’ve been, how and why you spend and what course your current strategies may pave for you and your family moving forward. Through our financial planning process, we take the time to truly understand your current situation by becoming intimately acquainted with you and your personal desired goals. Most individuals have done some planning but it’s typically done a little ...

3

The Westerman Group, LLC » Our Process

http://www.thewestermangroup.com/our-process

Vincent E. Westerman. David G. Millet. If you come to us with a single need or a complete analysis of your financial situation, our process is the same. We always take the time to assess your current situation in order to demonstrate where you are before we solve any problem, or offer any suggestion. TWG Intro of Services. Discuss your current situation/vision. Quantify value of relationship with TWG. Schedule discovery data interview. Gather data and clarify. Establish and prioritize goals and visions.

4

The Westerman Group, LLC » Wealth Preservation

http://www.thewestermangroup.com/wealth-preservation

Vincent E. Westerman. David G. Millet. If you are wealthy, comfortable or simply have positive net worth you want to protect and maintain what you have. Most of us also have a fundamental need to care for our loved ones and to keep our family a secure unit in the future. If you have children or property you should consider an estate plan in order to create a better lifestyle for what you leave behind. The Westerman Group Quarterly Market Commentary Archive. Fourth Quarter 2015 and 2015 Recap.

5

The Westerman Group, LLC » Tara Fredericks

http://www.thewestermangroup.com/tara-fredericks

Vincent E. Westerman. David G. Millet. Director of Client Services. Follow Tara on LinkedIn. The Westerman Group Quarterly Market Commentary Archive. Fourth Quarter 2015 and 2015 Recap. Sagamore Hills, OH Office: 114 East Aurora Road Suite 100, Cleveland, OH 44067-2078 Phone: (330) 467-3111 Fax: (330) 467-3112 Email: info@thewestermangroup.com. The Westerman Group, LLC is a Licensed Investment Advisor. Securities offered through MerCap Securities, LLC Member FINRA. Original design by Free CSS Templates.

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