Email
Jonathan.Kesselman@lpl.com
Phone
Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.

LPL Financial Form CRS

159 Crocker Park Blvd, Suite 400
Westlake, OH 44145
United States

First Name
Jonathan
Last Name
Kesselman
Company Description
Kesselman Wealth Management helps individuals and families successfully plan for and navigate retirement. We believe that thoughtful, detailed planning is one of the most effective ways to create financial security. Our clients receive proactive guidance on investment management, tax-efficient distribution strategies, insurance planning, debt reduction, and estate planning considerations.