Business Details
9 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Skylight Financial Group, we place clients at the center of everything we do. With over 200 financial professionals, we deliver tailored solutions for individuals and businesses seeking financial freedom. Our team empowers clients through retirement planning, business strategies, and family protection, offering free consultations to start their journey. We prioritize genuine connections and provide resources for both clients and financial professionals. Backed by Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC, we combine industry expertise with personalized guidance.Our commitment to transparency and client-centric service has defined our approach since 2017. We operate across Ohio, serving Cleveland, Cincinnati, Columbus, and Toledo, while maintaining rigorous professional standards. Our advisors, like Titanium Tom Brennan, embody dedication to client success. Through weekly newsletters and community events, we foster informed, supportive relationships. Our legacy of integrity and innovation continues to shape our mission.
Services
Financial Planning
Retirement Strategies
Business Solutions
Disability Insurance
Career Support
Details
- Year established: 2017
Highlights and features
- We have over 200 financial professionals across Ohio
- Client-centered approach with personalized financial strategies
- Free initial consultation for all new clients
- Specialized expertise in retirement and business planning
- Backed by Massachusetts Mutual Life Insurance Company
Associations and certifications
- SIPC
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies for individuals and businesses. We analyze current financial status, future goals, and risk tolerance to develop actionable plans. Clients receive ongoing guidance for retirement preparation, business growth, and family protection.
Retirement Strategies
We design retirement strategies tailored to individual timelines and lifestyle goals. Our advisors evaluate savings plans, investment portfolios, and tax implications to maximize retirement readiness. Clients benefit from continuous market analysis and portfolio adjustments.
Business Solutions
Our business financial solutions address succession planning, employee benefits, and growth strategies. We help owners optimize business structures and implement tax-efficient practices. Services include cash flow management and executive compensation planning for long-term sustainability.
Disability Insurance
We offer disability insurance solutions to safeguard income against unexpected events. Our advisors evaluate coverage needs based on occupation and financial obligations. Clients receive policy comparisons and recommendations for comprehensive protection.
Career Support
Our career support program assists financial professionals at all career stages. We provide mentorship, practice management tools, and continuing education resources. New advisors receive onboarding support while experienced professionals access advanced growth strategies.
People
Tom Brennan
Financial Planner
U.S. Army veteran and award-winning financial planner with 15+ years of experience. Specialized in disability insurance and long-term financial security strategies. Recognized for compassionate client service and innovative planning solutions.
Angie Barney
Financial Advisor
Certified financial advisor with expertise in retirement planning and wealth management. Hosts community financial education workshops and develops customized investment strategies for high-net-worth clients.
David Bodner
Wealth Manager
Wealth management specialist focusing on multi-generational planning and estate preservation. Holds advanced certifications in tax-efficient investment strategies and business succession planning.
Bruce DeBoer
Investment Consultant
Investment consultant with expertise in portfolio diversification and risk management. Develops tailored investment approaches for clients at various life stages and financial levels.
Rich Wurst
Financial Consultant
Experienced financial consultant specializing in business owner solutions and executive compensation planning. Provides strategic guidance for corporate growth and personal wealth accumulation.
Questions
What financial services do you offer?
We provide comprehensive financial planning, retirement strategies, business solutions, disability insurance, and career development support for financial professionals.
Do you offer free consultations?
Yes, we provide free initial consultations to help clients understand their financial options and develop personalized planning strategies.
Where are your offices located?
We serve clients from four Ohio locations: Cleveland, Cincinnati, Columbus, and Toledo.
How do you support financial professionals?
We offer mentorship programs, practice management tools, continuing education, and business development resources for financial advisors at all career stages.
What makes your advisors unique?
Our advisors combine industry certifications with personalized service, focusing on genuine client relationships and tailored financial solutions.
Why is disability insurance important?
Disability insurance protects income during unexpected life events, ensuring financial stability when you need it most.
Reviews (5)
Wesley Willis
May 18, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Love these guys! Angelo Carcioppolo really knows his stuff and I recommend them to all my friends and family.
Love these guys! Angelo Carcioppolo really knows his stuff and I recommend them to all my friends and family.
Jeff
May 11, 2021
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It has been an absolute pleasure dealing with Angelo Carcioppolo. He took time to figure out my needs and recommended products to accomplish my goals. Amazing follow-up and response time to my questions. Highly recommend!
Ed O'Halloran
Sep 13, 2020
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Dealing with Katy is always a pleasure. She is smart, listens, and works hard to match products to her clients needs.
Dwayne Bodzenta
Oct 11, 2019
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Passion, knowledge and a genuine interest in achieving the best for his clients is what makes a truly professional financial advisor. Jeff is without a doubt that and more. I'd happily recommend him and his staff with complete trust to anyone needing financial advice. Five Stars all the way. A+++++++++++++++++
Angelo Carcioppolo
Jun 26, 2018
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Angelo helped me set up life insurance, roll over a 401k and start investments that will be helpful when I retire. Very detailed, thorough and extremely knowledgeable. Highly recommend.
