Picture of Richard Ganim

    Richard A. Ganim, Jr.

    CPA*


    Check the background of this investment professional on FINRA's BrokerCheck

    About Richard

    BUSINESS PHILOSOPHY                                               

    To provide families assistance in building their financial freedom. I feel that my background as a CPA and Investment Advisor Representative provides me with the knowledge and experience required to help meet my clients established goals.  My philosophy has always been to treat my clients with care, patience, and honor.                             

    QUALIFICATIONS

    • Registered to offer securities products  in Ohio, Florida, Arizona, Maine, and New York                  

    • Licensed to offer Life & Health Insurance in Ohio

    PRODUCTS AND SERVICES                                                    

    • Mutual Funds
    • IRA Consolidation/Rollovers   
    • Pensions Transfers/Rollovers                            
    • Pension Payout Alternatives                                                     
    • Charitable Giving Strategies                                                       
    • Estate Conservation Strategies
    • Education Funding Strategies
    • Disability Income Insurance
    • Long-Term Care Insurance
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance

    ORGANIZATIONS

     • Board member of the Brian Muha Memorial Foundation 

     • Board member of the Northern Ohio Lebanese American Christian Association

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Richard A. Ganim Jr. CPA is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    *Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Ohio

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, Florida, New York, Ohio

    Richard A. Ganim Jr. CPA, Broadview Heights, OH

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