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Timothy Farley

Fiduciary Wealth Advisor

Cleveland Wealth

United States, Ohio, Cleveland

About Me

Timothy Farley has been in the financial services industry since 2010. Tim graduated from John Carroll University with degrees in Business and Industrial-Organizational Psychology. Tim’s practice is focused on helping individuals that work in publicly traded companies as well as those families who have loved ones with special needs. He specializes in creating comprehensive plans for his clients that aim to maximize both their corporate benefits plans as well as outside vehicles to help them achieve their goals. Mr. Farley holds the following professional designations and registrations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter

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Profile Information

Fiduciary Wealth Advisor

Cleveland Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

Aug 6, 2024

Work Experience

Cleveland Wealth

Fiduciary Wealth Advisor
Apr 2019 - Present
Email: tcf@clevelandwealth.com

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