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Kulanan M

Series 66

North Canton, OH

Greenport Financial Advisers Inc.

Kulanan Monroe is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, using customized investment policy statements and a range of investment vehicles such as mutual funds, ETFs, fixed income, private money managers, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Douglas G

Series 65

North Canton, OH

Greenport Financial Advisers Inc.

Douglas Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, holding a Series 65 designation with 13 years of industry experience. He has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small businesses. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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William G

Series 63, Series 65

North Canton, OH

Greenport Financial Advisers Inc.

William Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenport Financial Advisers since 2001. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm provides portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles to meet client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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