Best Financial Advisors in Lake County, OH

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List of Firms

Lake County, OH Fiduciary Financial Advisors

Lakehouse Family Wealth, LLC
Location 7990 Sweetgum Trail, Concord, OH 44060, USA
Phone (440) 589-7700
Constantine National Financial, Llc.
Location 9340 Kathleen Dr, Mentor, OH 44060, USA
Phone (440) 205-1277
Family Life Financial Planning

5 out of 5

Location 7376 Willow Run Dr, Mentor, OH 44060, USA
Phone (440) 490-7526
Johnnycake Financial - Raymond James

5 out of 5

Location 9930 Johnnycake Ridge Rd, Mentor, OH 44060, USA
Phone (440) 350-7510
Edward Jones - Financial Advisor: Joe Maukonen
SEC File# 801-3297
CRD# 250
Location 38 W Main St, Madison, OH 44057, USA
Phone (440) 307-9510
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Marcum Wealth
SEC File# 801-67563
CRD# 134628

5 out of 5

Location 9930 Johnnycake Ridge Road #5A-2, Mentor, OH 44060, USA
Phone (440) 352-1208
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Wealth Tree Financial / AXA Advisors
Location 9853 Johnnycake Ridge Rd #208, Mentor, OH 44060, USA
Phone (440) 853-0070
Edward Jones - Financial Advisor: Allyn B McNaughton
SEC File# 801-3297
CRD# 250
Location 8299 Mayfield Rd Suite 2, Chesterland, OH 44026, USA
Phone (440) 729-2388
Grand River Capital
SEC File# 801-55564
CRD# 108050
Location 8500 Station St Suite 300G, Mentor, OH 44060, USA
Phone (440) 358-0605
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 6:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 6:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Stacey A Smaretsky, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 7330 Little Mountain Rd Suite A, Mentor, OH 44060, USA
Phone (440) 205-1537
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 – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: David N LeMond
SEC File# 801-3297
CRD# 250
Location 7879 Auburn Rd Suite 1-C, Concord, OH 44077, USA
Phone (440) 354-4157
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Eric C Ziegler
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9185 Chillicothe Rd, Kirtland, OH 44094, USA
Phone (440) 367-5648
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Fenton Financial Services
Location 8728 East Ave, Mentor, OH 44060, USA
Phone (440) 205-0559
Lois Judy Fishman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11630 Chillicothe Rd Ste 100, Chesterland, OH 44026, USA
Phone (631) 770-0335
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5782 Andrews Rd Office, Mentor-On-The-Lake, OH 44060, USA
Phone (440) 974-1241
Edward Jones - Financial Advisor: Kevin P Reeg
SEC File# 801-3297
CRD# 250
Location 7330 Little Mountain Rd Suite A, Mentor, OH 44060, USA
Phone (440) 205-1537
Evergreen Financial Group, LLC - Debbie Majher
Location 7537 Mentor Ave suite 208, Mentor, OH 44060, USA
Phone (440) 306-8349
K E Mears Financial Services
Location 38 W Main St, Madison, OH 44057, USA
Phone (440) 417-0601
Justice Financial Services LLC
Location 6952 Spinach Dr, Mentor, OH 44060, USA
Phone (440) 974-1221
Ameriprise Financial
Location 8039 Broadmoor Rd # 25, Mentor, OH 44060, USA
Phone (440) 951-3793
Edward Jones - Financial Advisor: Steve Mrozek
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2778 Som Center Rd Suite 102, Willoughby Hills, OH 44094, USA
Phone (440) 943-4942
Lake Financial Co

5 out of 5

Location 8358 Munson Rd, Mentor, OH 44060, USA
Phone (440) 255-0400
Patterson Financial Services
Location 10940 Girdled Rd, Concord, OH 44077, USA
Phone (440) 352-0113
George Tom
Location 35353 Curtis Blvd, Willoughby, OH 44095, USA
Phone (440) 951-5040
Money Concepts Wealth Management
Location 7541 Mentor Ave #107, Mentor, OH 44060, USA
Phone (440) 946-1952
Nick Tibaldi - Raymond James

5 out of 5

Location 2794 Som Center Rd, Willoughby Hills, OH 44094, USA
Phone (440) 918-1414
Edward Jones - Financial Advisor: Scott A Nickel
SEC File# 801-3297
CRD# 250

5 out of 5

Location 8224 Mentor Ave Suite 116, Mentor, OH 44060, USA
Phone (440) 290-8110
Carver Financial Services

4 out of 5

Location 7473 Center St, Mentor, OH 44060, USA
Phone (440) 974-0808
Randy Carver - Raymond James

5 out of 5

Location 7473 Center St, Mentor, OH 44060, USA
Phone (440) 974-0808
NMS Wealth Management
SEC File# 801-121373
CRD# 314071
Location 8383 Mentor Ave, Mentor, OH 44060, USA
Phone (440) 510-1901
Mears Kenneth E
Location 9930 Johnnycake Ridge Rd # 1A, Mentor, OH 44060, USA
Phone (440) 417-0601
Concord Advisors
Location 8500 Station St #300g, Mentor, OH 44060, USA
Phone (800) 672-0106
Mark Bander - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11630 Chillicothe Rd Ste 100, Chesterland, OH 44026, USA
Phone (631) 770-0335
Christine Hansen - Thrivent
Location Johnnycake Commons, 9930 Johnnycake Ridge Rd #5C, Concord, OH 44060, USA
Phone (440) 350-3820
Lakeside Investments
Location 38029 3rd St B, Willoughby, OH 44094, USA
Phone (440) 942-1000
Edward Jones - Financial Advisor: Matt Greenway
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2153 Mentor Ave, Painesville, OH 44077, USA
Phone (440) 354-8441
Ridgevale Financial Planning
SEC File# 801-72203
CRD# 151367
Location 8300 Raleigh Pl, Painesville, OH 44077, USA
Phone (440) 853-8664
RKL Financial
Location Professional Bldg, 38052 Euclid Ave Suite 104, Willoughby, OH 44094, USA
Phone (440) 953-3630
Benjamin F. Edwards
SEC File# 801-71421
CRD# 146936
Location 7322 Center St, Mentor, OH 44060, USA
Phone (440) 205-5200
Regano Financial Services, Inc.

5 out of 5

Location 7537 Mentor Ave Suite 310, Mentor, OH 44060, USA
Phone (440) 306-0001
Outlook Financial Services Inc
Location 9535 Curberry Dr, Mentor, OH 44060, USA
Phone (440) 567-5026
Legacy Wealth Partners
Location 8500 Station St, MatchWorks Building Suite 285, Mentor, OH 44060, USA
Phone (440) 290-8007
Tony Pochiro - Raymond James

5 out of 5

Location 36 E Spaulding St, Willoughby, OH 44094, USA
Phone (440) 918-1414
Steven Ockajik - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6964 Spinach Dr, Mentor, OH 44060, USA
Phone (440) 205-0747
Financial Advisors | U.S. Bancorp Investments
Location 4098 Erie St, Willoughby, OH 44094, USA
Phone (440) 951-7879
Bucholtz Consulting, LLC

5 out of 5

Location 2786 Som Center Rd #100, Willoughby Hills, OH 44094, USA
Phone (440) 944-7070
Edward Jones - Financial Advisor: Rick Frato, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 105 N Hambden St Suite 1, Chardon, OH 44024, USA
Phone (440) 286-5136
Zappitelli Retirement Planning Center

5 out of 5

Location 1896 Mentor Ave, Painesville, OH 44077, USA
Phone (440) 354-0375
Edward Jones - Financial Advisor: Kevin V Cavanagh
SEC File# 801-3297
CRD# 250
Location 2153 Mentor Ave, Painesville, OH 44077, USA
Phone (440) 354-8441
Edward Jones - Financial Advisor: Emily Braun
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4212 State Route 306 Bldg Ii Suite 110, Willoughby, OH 44094, USA
Phone (440) 226-3063
Centry Financial Advisors
Location 38021 Euclid Ave #3, Willoughby, OH 44094, USA
Phone (440) 571-2433
Edward Jones - Financial Advisor: Tim O'Keeffe
SEC File# 801-3297
CRD# 250
Location 38052 Euclid Ave Suite 100, Willoughby, OH 44094, USA
Phone (440) 951-3335
Lawrence Teichman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11630 Chillicothe Rd Ste 100, Chesterland, OH 44026, USA
Phone (440) 729-0036
LakePointe Advisors LLC
Location 8348 Tyler Blvd, Mentor, OH 44060, USA
Phone (440) 510-8004
HB Wealth Advisors, LLC
Location 9930 Johnnycake Ridge Rd Suite 2F, Mentor, OH 44060, USA
Phone (440) 299-8740
Lifeguard Financial

5 out of 5

Location 7536 Mentor Ave, Mentor, OH 44060, USA
Phone (440) 942-1936
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5055 Turnbury Dr, Perry, OH 44081, USA
Phone (440) 259-1806
HB Wealth Advisors, LLC

5 out of 5

Location 7464 Center St, Mentor, OH 44060, USA
Phone (440) 974-9300
Carey Ann Freimuth - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11630 Chillicothe Rd Ste 100, Chesterland, OH 44026, USA
Phone (440) 729-0036
Image of Lake County, OH

About Lake County, OH

Lake County, Ohio is located in the northeastern part of the state. The county contains the cities of Mentor, Painesville, and Willoughby. Some notable landmarks in Lake County include the Lake Erie coastline and the Painesville Square Historic District. The top employers in the county are Cleveland Clinic, Eaton Corporation, and University Hospitals. Major highways and streets in Lake County include Interstate 90 and State Route 2. The neighborhoods in Lake County vary in terms of socioeconomic status. However, many of the neighborhoods are family-friendly and boast a strong sense of community.

Where Certified Financial Advisors in Lake County, OH Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lake County, OH have a variety of banking services available to them. Local banks offer traditional checking and savings accounts, as well as certificates of deposit (CDs) and individual retirement accounts (IRAs). They also provide loans, mortgages, and credit cards. In addition, many local banks offer online banking and mobile apps that allow customers to conduct their banking business from anywhere at any time.

Insurance Broker

Lake County, Ohio residents can get help with their insurance needs from local insurance brokers. These professionals can help residents find the right policies for their needs and budgets, and they can also provide advice on how to best protect themselves and their families. Brokers can also help residents file claims and navigate the complex world of insurance coverage.

Retirement Planning

Lake County, OH residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the knowledge and experience to help people create a plan that will best suit their individual needs. They can help people save for retirement, choose the right type of retirement account, and make wise investment decisions. In addition, financial advisors can help retirees manage their finances during retirement and avoid running out of money.

Wealth Management

Lake County, Ohio is a great place to live, with plenty of opportunity for growth. However, many residents find it difficult to manage their money and make the most of their resources. Wealth management can help change that.Wealth management is the process of taking control of your finances and planning for your future. It involves creating a budget, investing in assets, and making sure you have enough money saved for retirement or other long-term goals. Wealth management can help Lake County residents achieve financial stability and security.If you're ready to take control of your financial future, contact a wealth manager today. They will work with you to create a plan that fits your needs and helps you reach your goals.

Estate Planning Lawyer

Lake County, OH residents who want to make sure their loved ones are taken care of after they die can work with an estate planning lawyer to create a will or trust. Estate planning lawyers can also help people set up guardianship arrangements for their children in case something happens to the parents, and can advise on tax implications of estate planning decisions.

Mortgage Loan Officer

Mortgage loan officers in Lake County, OH can help residents by providing information on home buying and refinancing. They can also provide advice on the best type of mortgage for a particular person's needs. In addition, mortgage loan officers can help residents find the best rates and terms available.

Tax Services

Lake County, OH residents can benefit from the services of tax accountants. Tax accountants can help residents with their tax preparation, and they can also offer advice on how to reduce taxes. In addition, tax accountants can help businesses in Lake County, OH to comply with state and federal tax regulations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lake County, OH