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Dan Karoly began his tax preparation service at his kitchen table in Cleveland in 1970. Within a few years, business had grown to the point that he needed an office outside his home. Together with his wife Anna who had been a Draftswoman for Ohio Bell, Dan opened an office on Denison Avenue where they continued to build their bookkeeping and tax service for another twenty years. Dan and Anna had moved their home to Strongsville, and between the long daily drive to their Cleveland office and the fact that more and more of their clients were from Strongsville, they decided to move Karoly's Financial Services to their present Pearl Road location in 1995. We met with Anna and Dan recently, and listened as they described the services they offer;
Karoly's Financial Services specializes in offering financial planning services to help our clients with their investments and to make wise financial decisions when planning for their retirement. We strive to custom design plans that will accommodate each client's individual circumstances, taking into account their investments, insurance coverage, and tax situation. We look for a balance between risk and reward based on each client's wants, needs, and financial objectives. We pride ourselves on providing our clients with total confidentiality of their financial affairs.
In addition to personal financial clients, we also handle all types of businesses, from personal proprietorships, to partnerships and corporations. We encourage our clients to contact us before they make any major purchases or decisions so we can help them incorporate their plans into their overall financial strategy in ways that will help them avoid mistakes while providing maximum tax advantages. Any time our clients have questions or concerns that fall outside our area of expertise, we guide them to others who have the ability to address their concerns in the most effective manner.
Karoly's Financial Services provides personalized confidential service for all your financial planning needs. Call Karoly's Financial Services today, and don't forget to tell them The Advocate sent you!
Securities only, offered through Medallion Investment Services, Inc.*
Member NASD & SIPC (410) 544-8400
(OSJ Branch Address) 329 Cleverdale Dr., Wexford, Pa. 15090
*Wholly owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group
Karoly's Financial Services and TMG Holding Company are not affiliated companies.
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