Anthony J. Vallos, LUTCF

Financial Services Professional

Anthony worked with Lora but on different teams.

Lora is a Financial Advisor who listens to her clients’ goals and objectives. She takes the time to customize a comprehensive plan that meets all of her clients’ financial and personal concerns. Lora herself is a compassionate, honest, and caring person. It is always a pleasure to work with Financial Advisors like Lora Smith.

Melody Akers

Primary Therapist

Melody worked with Lora while she was Program Director for a Non-Profit, but they were at different companies

Lora worked hard on writing grants to help benefit the children that we served. She was very professional with running the office and representing the volunteers with our board members. Lora was able to balance the accounts for the program and raise other moneys to help support our program. As program director of CASA Lora maintained the accounting, filing, and all other paper work in the office.

Carmel Conlin

President at Cleveland Executive Car Service, Carmel was Lora’s client

My husband and I had the good fortune to meet Lora Smith when we moved to Cleveland from Los Angeles.

I had amassed a sizable investment from my previous employer managed funds in Los Angeles but this was the first time I had to invest those funds myself. At the time our two children were quite young and my husband and I were more than 20 yrs away from retirement.

Lora educated and advised us wisely as to risk and return. With her stewardship we weathered several economic "bubbles" fairly successfully. And when the time came to withdrawn some of those funds in order to start a business, Lora's advise was wise as well.

I would highly recommend Lora's services. She is smart, strategic and a lovely woman. I wish Lora and you all the best!