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Pelorus Financial Group

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  3. Wealth Management

Wealth Management

We provide a wide range of investment options for all types of goal funding.  We believe in getting to know your individual situation so that we can understanding your needs and concerns. We will customize a portfolio to preserve your wealth, avoid unnecessary risks, and maximize your growth potential.

We offer reviews of your existing accounts regardless of where your assets are held.  We believe strongly that you should understand what you are invested in and why.  Should you choose to take advantage of our management, we provide the following types of solutions:

  • 401(k)s, 403(b)s, Self-Employed Pensions
  • Traditional and Roth IRAs
  • 529 qualified tuition plans
  • Mutual Funds
  • ETFs
  • Stocks & Bonds
  • Fixed and Variable Annuities

Our Services

  • Financial Planning
  • Wealth Management
  • Medicare
  • Seminars
  • Health & Life Insurance
  • Home & Auto

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 440.991.9991
Fax: 440.576.0453

Email: info@pelorusfinancial.com

45 East Satin St., Jefferson, Ohio 44047

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.               

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