Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carina? Claim Your ProfileCarina Diamond is a financial advisor at Gries Financial Partners. Carina has been in the industry since 2002 and holds the Certified Financial Planner designation. Carina is registered to provide investment advisory services in Ohio. Carina specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Carina can provide a variety of services including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Personal trustee services, bill pay, and tax prep assistance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
1
2
OH
09/30/2024 - Present
Gries Financial Partners (CLEVELAND OH)
Active
Inactive
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