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Please do not use e-mail to request or authorize the purchase or sale of any security, send fund transfer instructions, or otherwise conduct any securities transactions. Any requests, orders, instructions, or time-sensitive messages sent by e-mail cannot be accepted or processed by Cleveland Retirement Planning LLC. Cleveland Retirement Planning is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at (216) 801-4874. Cleveland Retirement Planning and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
Cleveland Central
Crowne Centre
5005 Rockside Road
Suite: 600
Independence, Ohio 44131
Cleveland East
Enterprise Place
3401 Enterprise Parkway
Suite: 340
Beachwood, Ohio 44122
