Generations of Trusted Advice
For over four decades, the Elsass Financial Group has been redefining what it means to work in the financial sector. Our dedication to our clients sets us apart from the rest, and we’re thrilled to celebrate our 41st anniversary with you. Our philosophy is built on a client-centered approach that is the driving force behind everything we do.
Karl Elsass
CFP®, ChFC®, AIF® CLU®
Kevin Chiu
CFP®, ChFC®, AIF®
Beth Randall-Dodd
CFP®
Brad Stoehr
CIMA®, CEPA®
Karl Elsass
CFP®, ChFC® AIF® CLU®
Kevin Chiu
CFP®, ChFC®, AIF®
Beth Randall-Dodd
CFP®
Brad Stoehr
CIMA®, CEPA®
Check the background of these investment individuals at FINRA’s BrokerCheck.
125 West Boyer Street | Wadsworth, Ohio 44281 | 330-336-9292
3736 Boardman Canfield RD | Canfield, Ohio 44406 | 330-702-9950
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Kevin Chiu ADV Brochure Part2B | Karl Elsass ADV Brochure Part2B | Beth Randall-Dodd ADV Brochure Part 2B | Brad Stoehr ADV Brochure Part2B | CIRA ADV 2A | CambridgeWealthPort Wrap Brochure | CIRA CRA Form | CIR CRS Form
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Elsass Financial Group are not affiliated.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, IN, KY, MI, MO, MT NC, NY, NM, OH, PA, SC, TN, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
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