Purse Strings Approved Professionals

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Gautam Pai
Financial Advisor
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Gautam M. Pai, CWS®, AIF®

Financial Advisor, Balanced Financial Concepts
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I love working with female clients because women put great value in trusted relationships, just as we do, and women are more engaged in their Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Balanced Financial Concepts LLC is not affiliated Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Charitable Planning
  • Collaborative Divorce Process
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
30505 Bainbridge Road, Suite 160
Solon
Ohio
44139
United States
SERVING:
All 50 States
Virtual Appointments Available