Best Financial Advisors in Independence, OH

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List of Firms

Independence, OH Fiduciary Financial Advisors

Integrity Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4401 Rockside Rd Ste 406, Independence, OH 44131, USA
Phone (216) 502-4181
Patty Quiñónez - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4600 Rockside Rd Ste 200, Independence, OH 44131, USA
Phone (216) 373-2700
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Fairway Wealth Management LLC
SEC File# 801-119777
CRD# 311031
Location 6055 Rockside Woods Blvd N #330, Independence, OH 44131, USA
Phone (216) 573-7200
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
ViewPoint Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-8960
Lincoln Financial Group
5 out of 5
Location 2 Summit Park Dr # 120, Independence, OH 44131, USA
Phone (216) 901-1302
Financial Advisors | U.S. Bancorp Investments
Location 6511 Brecksville Rd, Independence, OH 44131, USA
Phone (216) 573-9926
Walter Goggans - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Summit Park Dr Ste 240, Independence, OH 44131, USA
Phone (216) 520-3552
Angela Monateri - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-8960
Kevin Applegate - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6100 Oak Tree Blvd Ste 105, Independence, OH 44131, USA
Phone (216) 674-3112
Vantage Financial Group Inc
SEC File# 801-47342
CRD# 13572
4 out of 5
Location 6200 Rockside Rd, Independence, OH 44131, USA
Phone (216) 642-7878
W. A. Smith Financial Group
4 out of 5
Location 5005 Rockside Rd STE 110, Independence, OH 44131, USA
Phone (216) 503-9000
Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
3 out of 5
Location 6450 Rockside Woods Blvd N #100, Independence, OH 44131, USA
Phone (216) 447-3742
John Marics - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-8960
Strategic Wealth Partners, Ltd.
SEC File# 801-79487
CRD# 148586
5 out of 5
Location 5005 Rockside Rd # 1200, Independence, OH 44131, USA
Phone (216) 800-9000
Lifetime Financial Growth
Location 7100 E Pleasant Valley Rd # 350, Independence, OH 44131, USA
Phone (216) 360-7439
Glass Financial Advisors
Location Rockside Woods Blvd S Suite 100, Independence, OH 44131, USA
Phone (216) 447-3772
Independence Financial Services
Location 5000 Rockside Rd #500, Independence, OH 44131, USA
Phone (216) 255-9600
Rick Dyson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-8960
Harbor Light Wealth Advisors - Ameriprise Financial Services, LLC
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-8960
Pathfinder Wealth Advisors LLC
SEC File# 801-119941
CRD# 173676
Location 6100 Oak Tree Blvd, Independence, OH 44131, USA
Phone (216) 643-6781
Steven Frederick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-8960
Brian Miller - Financial Advisor, Ameriprise Financial Services, LLC
Location 6393 Oak Tree Blvd Ste 200, Independence, OH 44131, USA
Phone (216) 447-1470
Terry Hagedorn - Financial Advisor, Ameriprise Financial Services, LLC
Location 4401 Rockside Rd Suite 406, Independence, OH 44131, USA
Phone (216) 502-4181
Financial Advisors in Independence, OH

Where Certified Financial Advisors in Independence, OH Serve

Independence, OH is located in Cuyahoga County and is known as the birthplace of Presidents James A. Garfield and William McKinley. The city has a population of 7,000 residents and is home to several notable landmarks, including the Garfield Monument, the William McKinley Monument, and the John Glenn Astronomy Park. Top employers in Independence include Cleveland Clinic, Parker Hannifin, and Invacare. Major highways and streets in Independence include Interstate 77, State Route 176, and Brecksville Road. The neighborhoods of Independence include Garfield Heights, Walton Hills, Highland Hills, and Mayfield Heights.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide many services to their customers, and in Independence, OH, residents can take advantage of all that banks have to offer. Banks offer checking and savings accounts, loans, mortgages, and other financial products. In addition, banks offer a variety of services such as online banking, bill pay, and mobile banking. This allows customers to manage their finances on their own time and from anywhere they have an internet connection.

Insurance Broker

Residents of Independence, OH can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. Additionally, brokers can assist residents in filing claims and helping them to understand their policies.

Retirement Planning

Financial advisors can help Independence, OH residents with retirement planning in a number of ways. One way is by helping to create a budget for the individual, which will help them stay on track with their retirement savings goals. Advisors can also help people invest their money wisely so that it will grow over time. Additionally, advisors can provide guidance on when it is best to start withdrawing money from retirement accounts and how much to take out each year. By working with an advisor, individuals in Independence can feel confident that they are making the most of their retirement savings.

Wealth Management

Most people in Independence, OH work hard their entire lives to achieve the American dream of owning a home and retiring with enough money to live comfortably. But for many, that dream turns into a nightmare as they near retirement age. They find out too late that they don't have nearly enough saved up, and they're forced to continue working long past the age they'd hoped to retire.One way to avoid this fate is to start planning for retirement early. That's where wealth management comes in. Wealth management is a process of creating and implementing a plan that will help you save for retirement and protect your assets from market volatility. It can be tailored to meet your specific needs, and it's never too late to start.

Estate Planning Lawyer

Estate planning lawyers in Independence, OH can help residents create wills and trusts that will protect their loved ones after they die. By working with an estate planning lawyer, residents can be sure that their assets will be distributed according to their wishes, and that their loved ones will be taken care of financially after they die.

Mortgage Loan Officer

Mortgage loan officers in Independence, OH can help residents with a variety of services related to mortgages. These services include helping people find the best mortgage for their needs, helping them through the application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help residents refinance their mortgages or take out home equity loans.

Tax Services

If you live in Independence, OH, and are looking for help with your tax preparation, you should consider hiring a tax accountant. Tax accountants can help residents of Independence file their taxes correctly and on time, which can save them money in the long run. In addition, tax accountants can help Independence residents find tax breaks and deductions that they may not have otherwise known about.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Independence, OH