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Angela Monateri, CFP

Phone 216-447-8960 x292
Mobile Number 216-375-6080
Fax 216-447-8967

Angela Monateri, CFP
Ameriprise Financial
6393 Oak Tree Blvd. Suite 100
Independence, OH 44131

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Angela Monateri, CFP

Ameriprise Financial


My BusinessPersonal financial planning for retirement, investments, protection planning, education funding, IRA rollovers, retirement plan distribution, retirement income strategies, wealth preservation strategies and cash flow management.

Ideal ReferralA human resource manager who would like a fresh look at their workplace retirement plan and would also like to provide financial & retirement workplace eduction for their employees.

Top ProductIRA rollovers, Roth IRA's and retirement plans.

My Favorite BNI StoryOne of my BNI collegues gave me the opportunity to speak to all of her co-workers whose retirement plan was closing out. I was able to acquire 15 new clients through that contact and help each individual client roll their 401K into an IRA and invest the money appropriately.

My Ideal Referral PartnerSomeone working in the employment industry who works with people going through job transitions.