Bogart, Cunix & Associates is committed, both professionally and personally to our community. New clients are required to donate 5% of our initial fee to the charity of their choice. The client gets the tax donation. It is part of our belief that charitable giving is an important component in Financial Planning.
Thousands of dollars have been given to The Cleveland Food Bank, MDA, and local churches and synagogues because of this initiative.
Both David Cunix and Jeffrey Bogart are active members of the Beachwood Chamber of Commerce. Jeff has lead the Networking Committee and is currently the Chairman of 2008 ORG-Beachwood Chamber of Commerce Annual Dinner.
Jeff is currently on the Board of Directors of the Hebrew Free Loan Association. This organization has for over 100 years, offered its services to all persons regardless of race or religion. Money is loaned, interest free, to responsible individuals who do not qualify for a conventional loan.
Dave has served as the Chairman of the Beachwood Business Show (2003), Membership Committee (2004-2005), Annual Golf Outing (2006), Chamber Treasurer (2007-2008), and Chamber President (2008-2010).
Beachwood Chamber of Commerce Annual Dinner - May 2010
Pictured: Wayne Lawrence, Executive Director; Bill Mann, Incoming President; Mark Nolan of Channel 3, keynote speaker; and David L. Cunix, Immediate Past-President.
Securities offered through Great American Advisors®, Inc., Member FINRA
GAA & Jeffrey A. Bogart Registered Investment Advisor are not affiliated.
Investment advisory services offered by Jeffrey A. Bogart, Registered Investment Advisor