Assurance Investment Management, LLC

Assurance Investment Management, LLC provides wealth management and investment advisory services. Its services include asset management, capital allocation consulting, retirement plan rollovers, and corporate retirement plan advisory. In addition, the firm offers private wealth management services such as financial planning, estate planning, and concentrated stock strategies. Its corporate executive services include executive planning and advisory on deferred compensation plans, stock option, and exit strategies. It also develops tax minimization strategies and provides asset protection and trust services. The firm caters to institutions, corporations, and individuals. Assurance Investment Management, LLC is based in Hudson, Ohio.