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    25586 Bagley Rd. - Suite 2 ; Olmsted Falls, OH 44138

    Phone: 440.801.1007 | info@plumcreekwealth.com

      

    Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Ohio, Pennsylvania, North Carolina, Georgia, Maryland, and Illinois. Cambridge and Plum Creek Wealth Advisors are not affiliated.

    Happiness: an abstract concept, yet likely the most important aspect of your life. At Plum Creek Wealth Advisors there is nothing more valuable to us than contributing to your overall happiness. We've read books, watched talks, asked questions of psychologists. The end result? Happiness is important, so we've built our business plan and processes with YOUR happiness at the front of our minds.

     

    We talk about a lot of different things here. Financial goals, personal goals, what makes you happy and much, much more. We build plans for you and we STRIVE to make those plans evolve from the things that will make YOU happy. In all of our research we have found one common theme, EXPERIENCES MATTER and contribute to overall happiness. It's typically those experiences that people and families remember forever, not the material items. Not the big house or fancy car, it's the ice cream date with grandpa or dad, the ballet with grandma or mom, or the family vacation you take each summer. There are thousands of things you can do to make a memory. We want to help you get there. Be happy.

    Your Happiness

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      Life changes. We make it easier.™

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