Lehner Carroll Shope Open Canfield Office
CANFIELD, Ohio – A ribbon cutting was held Thursday to mark the opening of Lehner Carroll Shope Capital Management‘s new office at 4366 Boardman Canfield Road.
The firm specializes in retirement planning and investment portfolio management.
Brian Lehner, certified financial and estate planner and president of Lehner Carroll Shope, has more than 25 years of portfolio management experience, specializing in diversification.
Amy Shope partnered with Lehner in September as executive vice president to open the Canfield office. “I’ve been a financial adviser for 20 years and finally decided after partnering with Brian that we could open up a location in Canfield and provide a lot of value to clients,” she said.
The firm’s first office was established in Toledo, where Lehner has grown the business.
The firm offers financial and investment services, which include investment advisory, retirement planning, alternative investments, annuities, insurance and provides an array of investment styles and specializes in endowment style investing.
Since the Canfield office opened on Oct. 1 business has been, “going very well,” Shope said.
Pictured: Brian Lehner, president and Amy Shope, executive vice president of Lehner Carroll Shope Capital Management.
Copyright 2022 The Business Journal, Youngstown, Ohio.