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1. Our team of professionals will review your answers and determine a financial advisor match based on your answers.
2. You will receive a phone call sharing your financial advisor match. We will follow up with an email so you can book a meeting at your convenience with your advisor match.
3. Meet with your advisor to share your unique financial circumstances and reasons for seeking an advisor now.

If you have immediate questions call 216-367-4114.

Investment Managers of Carnegie Investment Counsel

At Carnegie Investment Counsel, we understand you require an attentive financial and investment advisor you can trust to wisely manage and grow your wealth. As a Registered Investment Adviser (RIA), we abide by the fiduciary standard, an elevated level of ethical contact for investment advisors. We always seek to do what is right for your objectives and bottom-line. We also strive to remove confusion and provide clear information throughout our relationship with you.

• Your unique circumstances require custom financial solutions
• Your advisor should always strive to do what is right for you and your goals
• You should know exactly what management fees you are paying

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SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION

We get to know you to assess your ​current investment and financial situation.

DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN

We organize and structure a plan for ​reaching your financial goals.

IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE

We monitor and strategically adjust your plan ​to keep it relevant throughout your life’s changes.

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