Broker Check

26777 Lorain Road
Suite 613
North Olmsted, OH 44070

R. Scott Welsh, CPA, MBA

(440) 734-4272


Investment Products & Services

Welsh Accounting & Financial offers financial services for individual investing, financial planning, and insurance in the greater Cleveland area.  Our President and CEO, Scott Welsh, is a investment advisor representative as a part of Cetera Investment Management LLC.  His industry experience means that he can invest your  portfolio while meeting your risk tolerances.  E-mail us about any of the services listed below to learn more.


Through our trusted broker, Cetera Investment Management LLC, Welsh Accounting & Financial invests for individuals.  We use the financial tools listed below to identify your investment goals.

  • Managed Account Portfolios
  • Common Stock
  • College 529 Plans
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable and Fixed Annuities

Financial Planning

Life changes, like a child leaving for college or your own retirement, can mean uncertainty in many areas of your life.  Understanding your money during these times is challenging.  Welsh Accounting & Financial can help you navigate through these transitions by creating a plan to manage your wealth.

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Profit Sharing Plans


It’s important to make sure that you have the insurance coverage you need in order to protect your assets.  Welsh Accounting & Financial offers a variety of insurance options to keep you safe.

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance