WELCOME TO R. KARRAS, ASSET MANAGEMENT & PLANNING, LLC!
Much has changed since February 2020 when Covid infected the world as an infectious disease, virtually setting the stage for a disastrous time in world markets.
This is just one of the many disasters we as a firm have faced over the past 35 years, however, our history speaks for itself.
For over 35 years Robert Karras, CFP®, CLU, CHFC has delivered an unparalleled level of service leading to exceptional results. R. Karras, Asset Management & Planning, LLC. was created to do what we do best: guide our clients and friends through the changes of not only economics, but life events they face on a day to day basis. While your circumstances may change, challenges and difficulties can occur. This is where our expertise comes into play. Our number one priority is to help manage and achieve financial success for our clients so they can focus on what is really important to them: Family and living life.
As a full service fee based Wealth Management firm, our focus is to provide quality asset management and financial planning services to successful individuals and the small business owner. We do this by understanding what wealth means to each of our clients, set an individual strategy and then begin to build your wealth through good times and preserve your wealth through difficult times, ultimately creating a legacy for our clients and their family.
While client affairs can be quite complex and different many times they may seem to share similarities. With a strong understanding of our clients needs, wants and desires we are able to partner with them and help them achieve the success they are searching for. Our mission has always been the same and that is to build long lasting business relationships through integrity, dedication, and solutions.
If you have financial concerns or just need comfort and security to get you going in the right direction, R.Karras, Asset Management & Planning, LLC., is the place for you to achieve your "Peace of Mind."
Our process starts with a " get acquainted" no obligation meeting. Take a few minutes today and live the rest of your life with the "Peace of Mind" you deserve.
R. Karras, CFP®, CLU, CHFC
CEO, Wealth Managment Advisor
R. Karras, Asset Management & Planning, LLC.
FIVE STAR WEALTH MANAGER 2023
CONGRATULATIONS once again and for the 10th year to Robert Karras, CFP®, CLU, CHFC for his prestigious inclusion of the Five Star Award. This is Robert Karras CFP®,CLU,ChFC 10th year qualifying for this prestigious Award.
Mr. Karras is a perennial winner of the Five Star Award in Cleveland, Ohio. While there are many financial professionals in the Cleveland, Ohio area, very few are selected to hold this award.
Below are the results provided from Five Star Professional - who issue the award.
With over 10,900 Wealth Managers in the Cleveland area and 1,558 candidates nominated, approximately 53 select advisors were chosen.
We are proud to be in the top 4% of Wealth Managers in the Cleveland area:
See reprints attached.