William J. Manby
CLU®, ChFC®, CFP®, AEP®
Investment Advisor Representative
Paradigm Investment Advisory, LLC
Akron Tax & Estate Planning Council – Past President
Society of Financial Service Professionals - Akron Chapter
Financial Planning Association - Northeast Ohio Chapter
National Association of Insurance and Financial Advisors
First United Methodist Church of Cuyahoga Falls – Providing educational assistance
Family Promise – Transforming the lives of homeless families, because every child deserves a home
The Rotary Club of Akron – Primarily serving special needs children
The Ohio State University – Provide scholarships for teachers who want to teach special needs children
A Plan For Continuing to Serve Our Clients
I enjoy helping my clients accomplish their goals. With assistance from Bill Manby Jr., and Matt Slonsky, we will be available when clients need us. I do not plan to change my commitment to my clients. However, should there be a day that comes that I am not physically able to continue, I have very competent and caring associates that will allow my clients to continue to receive very professional advice:
Bill Manby Jr.: ChFC®, AEP®
Phone: (330) 475 – 1690 Email: email@example.com
My son, Bill, and I have worked together for nearly 30 years. He provides very professional advice to his clients. Bill graduated from Indiana University with a Bachelor of Science in Finance and Insurance. He has also completed the rigorous requirements to achieve his ChFC (Chartered Financial Consultant) from the American College, and AEP (Accredited Estate Planner) designations. Bill has significant experience and an expertise ranging from insurance/annuity products to private equity and venture capital. I trust him implicitly and know he will provide excellent advice.
Matt Slonsky - National Social Security Advisor® Certificate Holder
Phone: (330) 475 – 8575 Email: firstname.lastname@example.org
Matt has been my assistant for over 8 years and has helped me provide service to my clients. He graduated the University of Akron with a Bachelor of Business Administration in Financial Planning. He also has earned a certificate as a National Social Security Advisor and has positioned himself to pursue a career in helping clients achieve their financial goals. We consult daily about our clients and discuss what would be the best solutions to accomplish their goals.
Both can be trusted, as I hope you have trusted me. They will be available to help our clients should I not be able to continue.