Susan Paolo, AAMS®, MBA, First Vice President – Investment officer
A partner with Huffman-Mayer-Paolo Wealth Management Group. Five Star Wealth Manager Award for three consecutive years.
Susan takes pride in working for a firm that puts you first and makes sure your wealth continues to work in support of the goals you have established.
Active member of the Ashtabula, Lake and Geauga communities for 25 years.
DATE LOCATION FOCUS
April 24 Geneva – Six steps to help secure your retirement / Envision (Pre-Retirees)
May 15 Lake Erie College – Six steps to helps secure your retirement / Envision (Pre-Retirees)
June 19 Geneva – Avoiding Big Mistakes when Saving for Retirement
Seating is limited – Call Crystal at 440-992-1515 to RSVP (or to inquire about August thru November seminars). Geneva location will be held at The Lodge in Geneva.
These Finance Education seminars are offered to those age 50 and older in need of some guidance with their current investment plan or in preparation for a critical financial event in their own life.
Should you feel we can be of assistance to someone you care about please let us know, and we will send them a personal invitation. You can be assured that your friend or family member will be well served by our team!