Sagemark Consulting--Cleveland, Ohio

Lawrence C. Barrett, CLU, ChFC Jeremy B. Thompson

Sagemark Consulting

Independent Pharmacy Consulting Group, LLC

With our experience, knowledge, and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances.  We're here to help you find the solutions toward realizing your financial goals.  We are financial advisors you can trust; an organization you can count on. 


 Strategic Alliances with:

  • Cardinal Health
  • Leader Drug
  • Medicine Shoppes
  • United Drug
  • Associated Pharmacies, Inc.
  • American Assoicated Pharmacies

 

 

 

Upcoming Speaking Engagements.

  • Cardinal Health Retail Business Conference (RBC)
    • Denver, Colorado
    • July 22 - 25 2010
  • American Associated Pharmacies
    (APP)
     
    • Las Vegas, Nevada 
    • April 14 - 18, 2010

 


Solutions as unique as you are.

Throughout the financial planning process, we never lose sight of one essential element--personal service.  At Sagemark Consulting, you'll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan of financial success.  When you partner with Sagemark Consulting, you work with a team of professionals in investment and retirement planning, education funding, insurance protection and estate and business succession planning. 

You'll find that working with our team is a unique experience.  Our financial planning process puts the emphasis on you and your needs, not on a pre-packaged set of solutions or ideas.  We are committed to providing you with the information you need to make timely, informed decisions about your financial future.  The benefits of this approach are quickly apparent--you enjoy a greater understanding of the impact of various options and are better positioned to make the appropriate decisions.  Let us help welcome your future. 

 


 

This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The following information is provided by third party sources. The market research information is obtained from sources deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.

 

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