Navigate the milestones in your life with personalized financial guidance to reach your goals through every stage.

Cheryl Norman, CLU®, ChFC®

Special Areas of Concentration

  • Investment Portfolio Design
  • Retirement Strategies
  • College Education Planning
  • Risk Management Analysis

Serving Northern Ohio & Nationwide

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
STE 200
Maumee, Ohio, 43537

Main: (419) 897.7987

Toll-Free: (877) 842.9535

Mobile: (419) 304.2530

[email protected]

With nearly two decades of experience in financial services, Cheryl Norman’s practice has a diverse national client base with a focus on the northern tier of Ohio. Her attention to detail and dedication to her client’s economic well-being has developed into a proficiency in working with individuals who want to apply a detailed and methodical approach as they build their personal financial plan.

Cheryl can guide you in putting the proper financial approach and tools in place for your individual situation. She is an advisor who will be with you as you navigate through the milestones in your life. She will take an expansive look at where you are now and assist you in developing a plan to reach your goals. Cheryl is committed to providing consistent service and communication. In particular, on-going monitoring of your strategy and financial portfolio is a vital component of the service that Cheryl will provide to assist with the pursuit of your financial goals.

Cheryl’s areas of concentration include investment portfolio design, retirement strategies (both accumulation and distribution), college education planning, and risk management analysis (life insurance, long-term care, disability income.)

Cheryl also conducts women’s financial forums, as well as financial services workshops and programs.

Navigate the milestones in your life with personalized financial guidance to reach your goals through every stage.

Special Areas of Concentration

  • Investment Portfolio Design
  • Retirement Strategies
  • College Education Planning
  • Risk Management Analysis

With nearly two decades of experience in financial services, Cheryl Norman’s practice has a diverse national client base with a focus on the northern tier of Ohio. Her attention to detail and dedication to her client’s economic well-being has developed into a proficiency in working with individuals who want to apply a detailed and methodical approach as they build their personal financial plan.

Cheryl can guide you in putting the proper financial approach and tools in place for your individual situation. She is an advisor who will be with you as you navigate through the milestones in your life. She will take an expansive look at where you are now and assist you in developing a plan to reach your goals. Cheryl is committed to providing consistent service and communication. In particular, on-going monitoring of your strategy and financial portfolio is a vital component of the service that Cheryl will provide to assist with the pursuit of your financial goals.

Cheryl’s areas of concentration include investment portfolio design, retirement strategies (both accumulation and distribution), college education planning, and risk management analysis (life insurance, long-term care, disability income.)

Cheryl also conducts women’s financial forums, as well as financial services workshops and programs.

Serving Northern Ohio & Nationwide

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
STE 200
Maumee, Ohio, 43537

Main: (419) 897.7987

Toll-Free: (877) 842.9535

Mobile: (419) 304.2530

[email protected]