A Beachwood Financial Planning & Wealth Management Firm Celebrates 75 Years of Services and Programs

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MGO is celebrating its 75th anniversary. The leading retirement, investment and asset management firm is reflecting on the factors that have helped it stay in business for so many years, including the longevity of its employees and clients.

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Hardworking employees and a commitment to having satisfied clients are just a few factors that have enabled MGO’s long-lasting success.

MGO, a Beachwood, Ohio, Retirement Plan Consulting/Investment Management Firm, is pleased to celebrate its 75th anniversary. How does a company stay in business for 75 years? Hardworking employees and a commitment to having satisfied clients are just a few factors that have enabled MGO’s long-lasting success.

MGO is known for its team of talented and friendly retirement plan professionals and investment advisors, as well as the receptionists, administrative, marketing and IT experts that bring the company together. Some of MGO’s retirement plan consultants are CPAs and have an intimate knowledge of the tax code to help their clients in planning creatively. Many of these employees have been with MGO for decades, providing clients with consistent, exemplary service.

Rolanda “Ro” Dawson has been a Receptionist with MGO since 1978. Over 36 years, Ro has been the first point of contact for many of MGO’s clients and her friendly demeanor makes a great first impression, which remains with clients throughout their work with the company.

MGO’s CEO Ronald Gross has been with the company since 1989. He’s led MGO in developing many of its innovative, client-focused services, including the Total Solution Retirement Plan, Road to Retirement managed account program and Signature service. Gross recognizes the importance of programs tailored to individual clients and these clients have showed their support for MGO throughout the years. Our goal is that with every interaction we want our clients to say “WOW, I am glad I do business with them.”

For more information on MGO, MGO’s team, and the firm’s managed retirement plans and personal investment strategies, visit http://www.mgo-inc.com/

About MGO, Inc:

Established in 1939, MGO provides “Total Solution” retirement plan consulting and administration services. We cover all aspects of your retirement plan, from creative plan design solutions to turnkey administration to employee education programs. In addition, MGO offers personal wealth management services to individual investors, including MGO Signature, our unique process designed to help high net worth individuals define and achieve their financial goals. For the last 75 years, our clients have looked to MGO to help them prepare for a comfortable retirement. For more information please visit: http://www.mgo-inc.com.

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Gretchen Greissing
MGO Inc.
+1 216-771-4242 Ext: 231
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