Founded in 1987, Nick Lanese wanted to offer personalized service to small businesses and individuals. He painstakingly built his practice one client at a time, and the firm’s client retention rate has been outstanding over the years. In fact, many clients have remained customers even after moving to other states or countries.

Our service approach and neighborhood charm is backed by the extensive technical resources of our affiliated firm, Cohen & Company. Nick Lanese, our founder, was a former employee of Cohen & Company and has deep roots both in Northeast Ohio, and the Cohen style of business.

Our continuing goal is to provide outstanding, custom tailored service to our clients. We are confident that we can service your tax and accounting needs. Come experience our proactive approach to accounting.

Cohen & Company was founded in 1977 and has seven offices throughout Ohio. The firm has grown steadily over the years, and currently employs approximately 225 accounting and support professionals. Consistently recognized as one of the top 10 firms locally and one of the top 125 firms nationally, the firm has received numerous awards over the years for its growth, profitability and management practices. Cohen & Company prides itself on being pro-active and tenacious when it comes to business planning for their clients, and spends considerable time training their professionals to think like entrepreneurs. While there are hundreds of areas in which the Firm can offer assistance, they never lose sight of the fact that the ultimate goal is to help clients achieve their business and personal goals. More information can be found at www.cohencpa.com.

As your Investment Advisor, our goal is to understand your financial circumstances and create a customized investment strategy to work towards your desired objectives. Throughout this process, we will work closely with you to keep you informed and in control of your investment portfolio. By carefully allocating your investable assets, monitoring the progress of your portfolio, and communicating with you regularly, our aim is to ensure that you fully understand the progress of your portfolio toward meeting your goals. More information can be found at www.redheadfinancial.com.