King Insurance & Financial Services, LLC is a financial planner in Berea, OH. The firm specializes in providing individuals and families with structured, customized retirement plans. With a 4.90 rating, the firm focuses on helping clients define goals, maximize savings, manage assets, and monitor long-term financial plans.
Founded in 1990 by Eric K. King, CFP®, the firm utilizes a client-centered approach to design retirement savings frameworks that evolve alongside the client. The team includes partner Hannah King and Chief Operating Officer Jennifer E. Yeater. The firm's expertise is backed by decades of industry experience, including Mr. King's professional background dating back to 1985. Their services are designed to help clients navigate the complexities of retirement planning through personalized strategies and professional guidance.
The business is located on W Bagley Rd, situated near Saint Adalbert School and a short distance from the Rocky River Reservation.
The firm maintains well-documented business information available online and possesses a website that search engines read cleanly. This high level of digital clarity ensures that their professional services are easily accessible to those seeking financial guidance.
King Insurance & Financial Services, LLC provides dedicated retirement planning and asset management to the Berea community.