Oakwood Office

Oakwood Office



Ranjan Jagetia

Wealth Advisor


My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals.

My personal goal is to become a lifetime resource for each and every client.


  • Wealth Management
  • Fixed & Variable Annuities
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance


  • CPA
  • MBA
  • Master of Accountancy
  • Licensed to sell Life & Health Insurance in Florida, Illinois, Indiana, Maryland, Michigan, New Jersey and Ohio
  • Registered to offer securities products in California, Florida, Illinois, Indiana, Maryland, New Jersey, New York , Ohio and Texas
  • Investment Advisor Representative
  • Series 6, 7 & 63 securities licenses


  • Resident of Solon, OH
  • Wife: Neelam
  • Children: Riya & Rahul