Business ProfileforCentury Wealth Partners, LLC
At-a-glance
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Overview
This firm specializes in developing sound retirement strategies. As a fiduciary fee-only firm, they provide advice, tailored solutions, and a financial road map for clients.
Products & Services
Business Details
- Location of This Business
- 27865 Clemens Rd Ste 4, Westlake, OH 44145-1185
- BBB File Opened:
- 9/12/2019
- Years in Business:
- 5
- Business Started:
- 1/1/2019
- Business Incorporated:
- 6/13/2019
- Accredited Since:
- 9/24/2019
- 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.BBB records show a license number of CRD#: 2925717 for this business, issued by Financial Industry Regulatory Authority (FINRA)
These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
BBB records show a license number of CRD#2575524 for this business, issued by Financial Industry Regulatory Authority (FINRA)These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Erik Harpsoe, Managing Partner
- Contact Information
Principal
- Mr. Erik Harpsoe, Managing Partner
Customer Contact
- Mr. Erik Harpsoe, Managing Partner
- Mr. Brian Fowles, Managing Partner
- Additional Contact Information
Fax Numbers
- (440) 359-6570Primary Fax
Email Addresses
- Primary
- (440) 359-6570
Customer Complaints
0 Customer Complaints
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