Meet Virtually

Schedule a time that works for you:

Phone: 440-306-8349

Physical Address: 7537 Mentor Ave, Ste 208, Mentor, OH 44060

7537 Mentor Ave, Mentor, OH 44060, USA



Office: 440-306-8349

Open Hours:


This content is for informational purposes only.


17822 17th StreetSuite 202

Tustin, CA 92780


Fax: 714.543.5455

Toll-Free: 800.546.2499

Mon-Fri: 8:00 AM - 5:00 PM

17822 17th St suite 202, Tustin, CA 92780, USA


Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190

Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626

Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.