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.
Investments
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
- SEP 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
Insurance
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