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Gem-Young Takes on Wealth Advisory, Risk Management Roles
CANFIELD, Ohio -- Gem-Young Insurance & Financial Services Inc. is taking on new roles, Leo Daprile, company president, announced Wednesday. Effective July 1, its financial services arm becomes a wealth advisory firm and the insurance side becomes a risk management firm.
Both businesses will remain under the same roof on Starr’s Centre Drive here.
Gem-Young Wealth Advisors LLC is a registered investment adviser, which means as a registered investment adviser it is legally bound to work in its clients’ best interests. Such an adviser must ensure that each investment recommendation it makes is based on a client’s best interest, Daprile explains. He has become a registered investment adviser.
The insurance side will become Gem-Young Insurance & Risk Management. Gem-Young is a family enterprise that does business with individuals and families who need comprehensive risk management for their wealth and assets.
“We believe clients want professional advice at a fair value and we deliver that by leveraging our reputation of professionalism, integrity and teamwork. We have a get-it-done-right-the-first-time attitude,” Daprile said in a prepared statement.
Published by The Business Journal, Youngstown, Ohio.
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