CoverProfile

Lance Yurich

Investment Advisor Representative

Research Financial Strategies

United States, Ohio, Cleveland

About Me

Lance Yurich has a diverse background that allows him to serve clients with an array of needs. As an investment advisor representative, he specializes in risk management, asset protection, and estate and succession planning. He is also registered with the U.S. Internal Revenue Service as a Registered Tax Return Preparer, where his work’s focus is income tax preparation and planning. Lance has worked in the investment business since 1991, when he co-founded Yurich Financial Group. The firm specializes in assisting individuals, families, trusts and estates in the preparation of income taxes and estate taxes, as well as estate administration. A graduate of Ohio University with a bachelor’s d

View more

Profile Information

Investment Advisor Representative

Research Financial Strategies

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

May 11, 2025

More profiles to browse

VA
Valerie Alexander
Chief Financial Officer, Chief Compliance Officer
RS
Richard Scott
Investment Advisor Representative
Profile Photo
John (Jack) Reutemann, Jr.
Founder and CEO
Profile Photo
J. Brian King
Investment Advisor Representative, Wealth and Investment Advisor

You Might Like

MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services