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Cornerstone Asset Management Services Inc.

 

Ohio Financial, Anastasakis & Associates is fully committed to the personal aspects of the financial services industry. We offer a broad range of services from portfolio management and retirement planning to corporate pension plans and insurance programs.  We specialize in financial help for Senior Citizens by providing interactive investment and retirement calculators that were developed to help you analyze your stocks and mutual funds.  Our Senior Services Programs are customized to your specific requirements for the State of Ohio.  Whether you are planning for retirement or currently retired, we can assist with investment or insurance solutions pledging to work hard on your behalf.

Our Mission
is to help manage the risks of everyday life, provide for a secure financial future and help you realize your dreams.

We are dedicated to helping our clients manage their finances with an eye toward lowering costs and sound money management.

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Account Access

Ohio Financial's
Wealth Manager

Asset Management

  • College Savings Plans
  • Emergency Funds
  • Retirement Plans
  • Traditional IRA
  • Roth IRA
  • 403 (B)
  • Mutual Funds
  • Variable Annuities
  • UGMA/UTMA
  • 529 Plans
  • Separately Managed Accounts
  • Stocks, Bonds & ETF's

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  • Key-Man Insurance
  • Buy/Sell Agreements
  • Disability/Health Plans
  • Dental/Vision/Prescription Plans
  • Retirement Plans
  • Payroll Deductions
  • 401(k) Profit Sharing Plans
  • Financial Employee Assistance
  • Financial Exit Counseling
  • Simple & SEP IRA Plans
Protection Management
  • Income Protection
  • Term Life Insurance
  • Health Protection
  • Pre-paid Legal Protection
  • Disability Insurance
  • Auto/Homeowner's Protection
Senior Market Services
  • Fixed Annuities
  • Equity Index Annuities
  • Long Term Care Options
  • Stretch IRAs
  • Medicaid Solutions
  • Fixed Income Stream
  • Third Party-Trusts, Wills, Powers of Attorney
  • General Estate Planning Strategies
  • Senior Seminars
Debt Management
  • Debt Stacking Strategies
  • First Mortgage Refinance
  • New Purchase Mortgages
  • Consolidation Loans
  • Equity Loans
  • Acceleration Programs
  • Bi-weekly Mortgage Programs
 Message from Senior Partner, George Anastasakis

Ohio Financial, Anastasakis & Associates
Telephone; (216) 749-3000 FAX; (216) 749-0129
5923 Broadview Rd. Parma, OH 44134

This website is valid to Ohio residents only.
Securities offered through J.W. Cole Financial, Member NASD/SIPC Investment Advisory Services offered through Cornerstone Asset Management Services, Inc. (CAMS)a Registered Investment Advisor. Ohio Financial, Anastasakis & Associates is independent of J.W. Cole Financial and CAMS.