Tim Noe, CLU, ChFC
Noe Financial Services, Inc.
- 7155 Pearl Road Suite 202 |
- Middleburg Heights , OH 44130
Map and directions
31 years experience in the life and health insurance industry, with 25 years experience as a Financial Representative in the securities industry. I have earned the CLU and ChFC designation, and carry the Series 7 & 63 securities registrations, currently with WestPoint Wealth Management, LLC, a Registered Investment Advisor.
My Practice focuses on assisting businesses with their retirement planning, succession planning, and insurance protection needs. I also assist individuals and their families with personal wealth strategies, including life and long term care planning.
I served as President of the Middleburg HeightsChamber of Commerce in 2008 and 2021, also serving on their Board of Directors through 2015. I re-joined the Middleburg Heights Chamber Board of Directors 2017-2022.
Specialties: Life Insurance, Disability Income, Long Term Care Insurance, 401(k), Individual IRA's.
Securities offered through Modern Capital Securities, LLC member FINRA/SIPC. Advisory Services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor.
Modern Capital Securities, LLC and WestPoint Wealth Management are not affiliated.
Tim Noe is securities licensed in CA,FL,MO,NC,OH,OR,and WA