Euclid Financial Services Llc
At Euclid Financial Services LLC, our mission is to provide the highest quality advice, service and education to our clients, their businesses and families. We pride ourselves in offering a continuum of service and comprehensive financial planning by experienced team oriented financial professionals. We provide our clients the benefit of working with over 65 different insurance companies and over stocks, bonds and mutual funds. Specialties: Retirement & Estate Planning including Fund Allocation/Rebalancing, 401(k) Rollover/In-Service, Traditional/Roth IRA Planning, RMD Calculation/Solutions, Medicaid Income Planning, Estate Planning, Trust Funding Solutions and Pension Evaluations. Business Planning including Group Benefits, 401k/403b/457 Administration, SEP/Simple Planning, Buy/Sell Agreement Planning Personal Planning including Life Insurance, LTCi & Disability Insurance, Charitable Gifting Solutions, Cash Flow Planning
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Verified contacts
18
available on Kipplo
LinkedIn employees
22
1 to 10 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
25
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- JW
Jason Wells
Regional Director · General Business & Management
EmailPhone - CD
Cynthia Dealmeida
Client Relationship Specialist · Customer/Client Service
EmailPhone - PC
Peter Curran
Scheduling Coordinator - Manager · Other
EmailPhone - SP
Sherman Peterson
Scheduling Coordinator · Operations
EmailPhone
Showing 4 of 18 verified contacts
Top roles at Euclid Financial Services Llc
16 distinct titles indexed · top 10 shown.
- 1administrative
- 1client relationship specialist
- 1data prosser
- 1digital media coordinator
- 1financial advisor
- 1financial advisory intern
- 1financial services associate
- 1income planner
- 1marketing coordinator
- 1owner
- +6more titles
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