Financial Services
The Bowers Group…Real Solutions for the Real World.
Investment planning • Retirement planning
Comprehensive financial planning • Business succession planning
The financial services experts at Bowers take a personal approach to investing. Believing that it is vitally important to educate clients on the many investment options available, they become deeply involved in the financial lives of the individuals, families, and businesses they serve. Before outlining any wealth accumulation or managed investment plan, they sit down with each client and complete evaluation of his or her personal investment objectives.
It is their goal to help you answer some basic investment questions and then provide answers to help you toward a more secure financial future. Some of these questions include:
- Are you saving enough for the future?
- How much retirement income will you really need?
- Is it time to rewrite your term insurance?
- Do I really need estate planning?
- Do my investments match my risk tolerance?
- Am I saving enough for my childrens’ educations?
- Can I reduce my tax liability?
- How do I protect my assets if I need long term care?
OUR PERSONAL FINANCIAL SERVICES INCLUDE:
- Life Insurance
- Income Replacement
- College Funding
- Wealth Accumulation
- Retirement Planning
- IRA’s
OUR BUSINESS FINANCIAL SERVICES INCLUDE:
- Exit Strategies
- Buy/Sell Agreements
- Life Insurance
- Income Replacement
- Retirement Plans
- 401k Plans
- Simple Plans
Securities and advisory services are offered through WRP Investments, Inc., member DINRA and SIPC. The Bowers Group is not affiliated with WRP Investments, Inc.. Securities activities are supervised from 4407 Belmont Ave, Youngstown, OH 44505. Phone: 330-759-2023.
Elmer Kassay
CFP, Executive Vice President, Financial Services
125 Elmer 282-4001
Email Elmer
I left the farm at the first opportunity and after graduating from college and helping Uncle Sam for a short time, settled in Cortland, Ohio. In 1978, Ben, Rick and Paul Bowers invited me into the agency to start the Financial Services department. Over the next 30 years I got gray, fat and found I like to golf! The Financial Services department has helped many of our clients prepare for retirement, educate kids and protect themselves from many different financial risks. I look forward to the future and what it can bring to us all.
Paulette C. Pasquale
Financial Services
105 Paulette 282-4007
Email Paulette
After spending fifteen years with Mahoning Bank's Trust Department as an investment analyst and manager, I decided that what I really loved to do was work with my clients - I could live without the countless committee meetings! As a CERTIFIED FINANCIAL PLANNER™ professional, I decided to do what I enjoyed. In 1998, I partnered with Elmer in the Financial Services department and have never looked back. My passion is helping our clients manage their wealth to create and maintain the lifestyle they desire. I take a holistic view of the client's financial life to ensure that they address all aspects of financial security. I am not a golfer, but I do love playing in my perennial garden, reading, doing Sudoku puzzles and taking road trips on the trike my husband built for us when my mid-life crisis hit. I look forward to helping you create your financial future.
Link to existing financial planning industry website.