RUGGAARD & ASSOCIATES
Twinsburg, Ohio
5.0
1 Review
Ruggaard & Associates is a well-established local investment advisory firm based out of Twinsburg, OH, with a reputation for delivering exceptional financial services. With over 60 individual clients, the firm oversees an impressive $210,516,000 in assets under management. Serving a diverse range of clients, Ruggaard & Associates has become a trusted partner in helping individuals and employer 401K plans maximize their investment potential. The firm's success can be attributed to their extensive experience and expertise in the investment advisory space. With three offices strategically located, they provide personalized services ...
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Assets Under Mgmt

$210.52M

Investment Professionals

6

Locations

2

% 401K & Individual

76%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: TAX SERVICES
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