Janice Cackowski (CFP®)

Planning Specialties

We offer comprehensive financial planning services that may include: Planning for Retirement Estate Planning Tax Planning Insurance & Employee Benefits Reviews Investment Guidance Charitable Giving Strategies Cash Flow / Distribution Management Inheritance Navigation And more

Additional Information

Janice Cackowski brings 20+ years of experience to clients who want to know they’re receiving sound financial guidance. Her clients trust her and appreciate her straightforward advice. She proudly offers personalized financial planning advice to retirees, pre-retirees, young professionals, LGBTQ+ couples, and parents planning for college and beyond. When Janice is not helping clients, you might find her enjoying the outdoors, hiking with her dogs, taking in a baseball game or tucked away reading a good book. Janice lives in Lake County, Ohio with her husband of over 28 years and their college-aged son.

NAPFA Start Date

August 03, 2020

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

38021 Euclid Ave Ste 3 Willoughby, OH 44094-6184 Phone: (440) 571-2433