A day of recognition and inspiration at our 2025 Kick-Off Meeting & Awards Luncheon! ?? We’re celebrating the hard work, dedication, and teamwork that make Skylight Financial Group such an incredible place to be. Here’s to continuing to achieve great things together! ??
关于我们
At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities. Commitment to our Community We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations.
- 网站
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https://www.skylightfinancialgroup.com
Skylight Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Cleveland，OH
- 类型
- 私人持股
- 领域
- Comprehensive Financial Planning、Special Needs Planning、LGBT Planning、Business Private Client Group、Retirement Income Group和Corporate Education
地点
Skylight Financial Group员工
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Robert Zirker III
Insurance Agent and Registered Representative, Skylight Financial Group
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Daniel R Ryder, CFP
Certified Financial Planner at Skylight Financial Group
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Jason Dimaculangan
Servant Leader | Master Connector | Master Networker | Community Leader | Community Builder | Referral Partner | Volunteer Driven | Party Entertainer…
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Jeb Stephen, CLF?
Principal and Financial Planner at Prestige Planning Group
动态
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We’re very excited to share that Benjamin Wagner was honored as one of MassMutual’s 2nd Year 2025 Rising Leaders! This esteemed recognition, achievable within the initial four years of an individual's career, underscores his exceptional success and dedication. Congratulations from all of us at SFG on this well-deserved honor, Ben! We commend you on your outstanding achievement and wish you continued success. ?? Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
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Go further, faster when partnering with Skylight Financial Group and gain access to a support network that can take your business to the next level! Connect with us: https://bit.ly/41UiXdv
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We’re very excited to share that Kristopher Wingerd was honored as one of MassMutual’s 1st 6 Months 2024 Rising Leaders! This esteemed recognition, achievable within the initial four years of an individual's career, underscores his exceptional success and dedication. Congratulations from all of us at SFG on this well-deserved honor, Kristopher! We commend you on your outstanding achievement and wish you continued success. ?? Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on sales over the preceding six months. Recipients are agents of MassMutual.
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Huge congratulations to Harrison Schoettley on passing the Series 7 exam! Your dedication and hard work have led to this incredible milestone, and we couldn't be prouder to have you as part of the Skylight team. Here's to the exciting journey ahead and your continued success! ??
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We're thrilled to announce that our very own Charles Cooper, LUTCF, CLU?, a member of the Million Dollar Round Table (MDRT), has achieved an incredible milestone – he's recently become a Top of the Table qualifier! Charles, your hard work has truly paid off, and we're honored to support you every step of the way. Congratulations on this well-deserved achievement! Hear from Charles and read more about his accomplishment on our website: https://lnkd.in/gipxSGDZ
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At Skylight, we have the ultra-competitive solutions your clients need.?Connect with us now: https://bit.ly/40QA7Zb