Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our representatives has personal and professional experience and are licensed to market a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward your financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

George Anastasakis has provided financial advice to individual investors and companies for more than 24 years.  In 2002, George was a forming partner of Ohio Financial, Anastasakis & Associates.  He holds his Series 6* and 63* licenses as well as his life, health and property/casualty insurances licenses.

Nicholas Anastasakis is a graduate of Kent State University's Business College and Honors College, graduating cum laude with a degree in finance and marketing.  Nick is the branch manager and Office of Supervisory Jurisdiction, and holds his series 7*, 24*, and 66* licenses as well as his life insurance license.

*The above designations and licenses are credentials only, and not an endorsement of services by the issuing bodies.