Our mission is to provide families and businesses of Northeast Ohio with financial strategies, solutions, and planning that are innovative and tailored to their goals.
Our prospective clients receive an initial complimentary risk assessment of their current investments from a third party, personalized income projections, and ideas for immediate implementation. We look forward to our initial meeting and exploring how we can help you get one step closer to your financial goals.
Talk to Joe about financial planning and receive a complimentary chapter of his book, “The Retirement Playbook.” Fill out the form or give us a call at 216.642.8203.
Hamel Advisory Services, LLC is a licensed insurance agency. Joe Hamel provides insurance services to clients through Hamel Advisory Services, LLC, which is separate from Mr. Hamel’s roles as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Hamel Advisory Services, LLC, Portfolio Medics, Gradient Positioning Systems (GPS) and Generational Vault are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice. Hamel Advisory Services, LLC, Joe Hamel and Portfolio Medics are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.