At-a-glance
Business Details
- Location of This Business
- 7227 Chagrin Rd Ste D, Chagrin Falls, OH 44023-1131
- Headquarters
- 3150 Dustin Rd Ste 2, Oregon, OH 43616-4363
- BBB File Opened:
- 7/19/2017
- Years in Business:
- 23
- Business Started:
- 12/21/2000
- Business Started Locally:
- 2/1/2013
- Business Incorporated:
- 5/20/2010
- Accredited Since:
- 8/8/2017
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Frank J Dobnikar is licensed by the State of Ohio, the Department of Insurance, effective 4/25/2003 and the State of Michigan, the Office
of Financial and Insurance Services, effective 3/15/2004.
Brent E. Shimman is licensed by the State of Ohio, the Department of Insurance, effective 12/21/2000 and the State of Michigan, the Office
of Financial and Insurance Services, effective 4/4/2001.
Documentation for this licensing was submitted to the BBB on 8/19/2009.
- Type of Entity:
- Limited Liability Company (LLC)
- Number of Employees:
- 14
- Business Management
- Ms. Brittany DeWeese
- Mr. Frank Dobnikar, Parter / Financial Advisor
- Mr. Brent Shimman, Partner / Financial Advisor
- Contact Information
Principal
- Ms. Brittany DeWeese
Customer Contact
- Ms. Brittany DeWeese
- Additional Contact Information
Fax Numbers
- (866) 824-9119Primary Fax
Phone Numbers
- (855) 480-5980Other Phone(Headquarters Phone Number)
- (419) 547-5500Other Phone(Headquarters Phone Number)
- (866) 824-9119
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