Request A Parlan Investment Review

We are interested in understanding your goals and how we may be able to help you achieve them.  To set up your review, call us at 419-885-1130 or complete the form to the right.  After submitting the form, we will contact you to set up a time to hold a phone call or skype meeting, based on your preference.  The review will be scheduled with Helyn Bolanis, Parlan Financial’s Chief Investment Officer. 

During your review, we plan to cover the following:

  • Your needs and wants
  • Your investment goals
  • Your current investment strategies
  • Parlan's strategies and tools you may benefit from:
    • Active asset management strategies
    • Use of Parlan's propriety algorithms
    • Stop loss strategies to protect wealth
    • Client login to online services
  • Background on Parlan Financial Corporation
  • Any question's, you the client may have
  • The quick and easy process get you set up with active asset management with a Parlan account.

 

      Thank you,

      Helen Bolanis, CIO

Complimentary Investment Review