Gerald E. Walsh, CPA
Assurance Service Group
Direct: (216) 928-5371
40 years of experience has taught Jerry one thing about client service - we must care. We listen to our clients, we learn about their business and we try to help them solve their problems.
Jerry has been providing small business consulting services to the family business owners for over four decades. As a trusted advisor he’s seen and learned a lot. His background covers a broad spectrum of audit, accounting, tax and consulting services in a number of different industries, including manufacturing, service, printing, retail and others.
He helps clients obtain financing and assists them with their growth goals. Companies that lack financial expertise in-house rely on Jerry for value-added advice and ideas, including writing business plans, strategic planning, succession planning for the next generation, compensation consulting, and bank financing. Jerry has a keen ability to hone in on its clients’ business objectives and assure his advice is consistent with those objectives.
Cleveland State University, BSBA Accounting
Ohio Society of Certified Public Accountants; American Institute of Certified Public Accountants; Greater Cleveland Growth Association’s Council of Smaller Enterprises; Hold Series 7 and Series 66 securities license
St. Charles, Finance Committee; United Way; Allocation Committee; St. Charles CYO; Girls’ basketball coach; Junior Achievement volunteer, teacher
Meaden & Moore Financial Services, Ltd. Registered Investment Advisor dba The Wealth Center at Meaden & Moore, is an affiliate of Meaden & Moore, Ltd. (A Meaden & Moore Company).
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Meaden & Moore Financial Services, Ltd. Meaden & Moore Financial Services Ltd. is not affiliated with 1st Global Capital Corp. Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of AZ, CA,CO, CT, DC,FL, GA, ID,IL,IN,KY, MD, MA, MI, NJ, NY, NC, OH, PA, VA, WA, and WI. This is not an offer to sell securities in any other state or jurisdiction.