Best Financial Advisors in Shaker Heights, OH

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List of Firms

Shaker Heights, OH Fiduciary Financial Advisors

SEC File# 801-54375
CRD# 110039
Location 3401 Tuttle Rd Garage Level 2, Tower C, Shaker Heights, OH 44122, USA
Phone (216) 491-3990
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
Directions
SEC File# 801-71559
CRD# 153600
Location Tower East, 20600 Chagrin Blvd #1115, Shaker Heights, OH 44122, USA
Phone (216) 295-7900
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Merchant Select Financial
Location 20600 Chagrin Blvd #600b, Shaker Heights, OH 44122, USA
Phone (216) 769-9751
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Financial Independence Coach
Location 13212 Shaker Square, Cleveland, OH 44120, USA
Phone (330) 410-1975
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Bld Advisors LLC
Location Shaker Heights, OH 44122, USA
Phone (216) 752-9080
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TOW TO TOE L.L.C
Location 16781 Chagrin Blvd #422, Shaker Heights, OH 44120, USA
Phone (844) 444-1977
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Pierre Boryczewski - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 22901 Millcreek Blvd Ste 375, Cleveland, OH 44122, USA
Phone (216) 514-7100
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KNE Financial Services Inc
Location 17425 Walden Ave, Cleveland, OH 44128, USA
Phone (216) 561-2736
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Integrity First Planners Inc
Location 3570 Warrensville Center Rd # 102, Beachwood, OH 44122, USA
Phone (216) 751-4229
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Waxman Neil
SEC File# 801-71559
CRD# 153600
Location 20600 Chagrin Blvd #1115, Cleveland, OH 44122, USA
Phone (216) 295-7900
Directions
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Provident Advisor Group
5 out of 5
Location 20600 Chagrin Blvd #600b, Shaker Heights, OH 44122, USA
Phone (216) 769-9751
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Marshall Plan Advisors Inc
Location 23401 S Woodland Rd, Cleveland, OH 44122, USA
Phone (216) 283-1980
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Private Brokers Financial
Location 23980 Chagrin Blvd, Cleveland, OH 44122, USA
Phone (216) 752-2322
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Douglas Clubine: Primerica - Financial Services
Location 20620 John Carroll Blvd STE 215, University Heights, OH 44118, USA
Phone (616) 690-3914
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National Financial Group Inc
Location 13110 Shaker Square, Cleveland, OH 44120, USA
Phone (216) 752-7370
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Jason T Ice - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 25201 Chagrin Blvd Ste 350, Cleveland, OH 44122, USA
Phone (216) 765-6926
Directions
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Edward Jones - Financial Advisor: Jacob Freshour
SEC File# 801-3297
CRD# 250
Location 2245 Warrensville Center Rd Suite 205, University Heights, OH 44118, USA
Phone (216) 727-1544
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
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Evarts Capital
Location 20600 Chagrin Blvd, Shaker Heights, OH 44122, USA
Phone (216) 991-1201
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Revots & Sirrah Group
Location 15603 Talford Ave, Cleveland, OH 44128, USA
Phone (216) 752-1719
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Shaw Management Inc
Location 13415 Shaker Blvd, Cleveland, OH 44120, USA
Phone (216) 295-1009
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Haven Financial Enterprise
Location 3558 Lee Rd, Cleveland, OH 44120, USA
Phone (800) 265-2401
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L & S Financial Services
Location 12807 Larchmere Blvd, Cleveland, OH 44120, USA
Phone (216) 721-8643
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Saibreas Wealth Advisors - Michael Conley
Location suite 110 24500, Chagrin Blvd, Beachwood, OH 44122, USA
Phone (216) 239-1158
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Avaring Capital Advisors
Location 3558 Lee Rd, Shaker Heights, OH 44120, USA
Phone (330) 703-7644
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Joseph, Mann & Creed
1 out of 5
Location 20600 Chagrin Blvd, Shaker Heights, OH 44122, USA
Phone (216) 831-5626
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SBFE, LLC
SEC File# 801-111055
CRD# 158043
Location Tower East, 20600 Chagrin Blvd, Shaker Heights, OH 44122, USA
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Dane A Wilson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 25201 Chagrin Blvd Ste 350, Cleveland, OH 44122, USA
Phone (216) 765-6926
Directions
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J.C. & Associates Tax and Financial
4 out of 5
Location 3559 Stoer Rd, Shaker Heights, OH 44122, USA
Phone (216) 491-9350
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Cornett Daniel A
Location 3645 Warrensville Center Rd, Shaker Heights, OH 44122, USA
Phone (216) 751-1967
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Kne Financial Services
Location 3645 Warrensville Center Rd #304, Shaker Heights, OH 44122, USA
Phone (216) 752-7293
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Michael Smith - TIAA Senior Wealth Management Advisor
Location Two Chagrin Highlands, 3000 Auburn Dr Suite 150, Beachwood, OH 44122, USA
Phone (877) 842-2334
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Wisdom is Wealth
Location 11811 Shaker Blvd, Cleveland, OH 44120, USA
Phone (216) 755-7230
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Tyler-Stone Group
SEC File# 801-80876
CRD# 173667
5 out of 5
Location 3601 Green Rd, Beachwood, OH 44122, USA
Phone (216) 295-0945
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Saibres Wealth Advisors
Location 24500 Chagrin Blvd, Beachwood, OH 44122, USA
Phone (216) 239-1158
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Mcgreevy-Evans & Associates
Location 24800 Chagrin Blvd UNIT 102, Cleveland, OH 44122, USA
Phone (216) 896-9975
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Select Investment Group
Location 13110 Shaker Square #103, Cleveland, OH 44120, USA
Phone (216) 916-7801
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Financial Advisors in Shaker Heights, OH

Where Certified Financial Advisors in Shaker Heights, OH Serve

Shaker Heights, OH is a vibrant and diverse city located in Cuyahoga County, Ohio. This city is home to a plethora of landmarks that are worth exploring, including the Shaker Heights Country Club, the Shaker Heights Historical Society, and the Shaker Heights Public Library. With a population of over 27,000 people, Shaker Heights is a bustling community that boasts a strong economy, thanks to its top employers, including the Cleveland Clinic, University Hospitals, and the Shaker Heights City School District. Major highways and streets in the area include I-271, I-480, and Chagrin Boulevard, making it easy to get around town and beyond. The city is also divided into several distinct neighborhoods, each with its own unique charm and character, including the Lomond neighborhood, the Fernway neighborhood, and the Moreland neighborhood. Overall, Shaker Heights is a fantastic place to live, work, and play, offering something for everyone to enjoy.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Shaker Heights, OH could benefit from the guidance of a financial advisor in a number of ways. One specific example is the high property taxes in Shaker Heights. A financial advisor could help residents navigate the complex tax code and find ways to reduce their tax burden. Additionally, with the median household income in Shaker Heights being higher than the national average, a financial advisor could help residents make the most of their income by creating a comprehensive financial plan that includes investing, retirement planning, and estate planning. In a community where education is highly valued, a financial advisor could also provide guidance on saving for college and navigating the financial aid process. Overall, a financial advisor could help residents of Shaker Heights achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Shaker Heights, OH can benefit greatly from the services of an insurance broker. With the city's high median income and expensive homes, having adequate insurance coverage is essential. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their unique needs. For example, Shaker Heights is known for its historic homes, and an insurance broker can assist homeowners in finding specialized coverage to protect against damage to these valuable properties. Additionally, with the city's proximity to Lake Erie, residents may need flood insurance, and an insurance broker can help them understand their options and secure the appropriate coverage. Overall, an insurance broker can provide valuable guidance and support to ensure that Shaker Heights residents are adequately protected.

Retirement Planning

Residents of Shaker Heights, OH could benefit greatly from the services of a retirement planner. With a median household income of $87,000 and a high cost of living, many residents may struggle to save enough for retirement. A retirement planner can help residents create a personalized plan to achieve their retirement goals, taking into account factors such as their current financial situation, expected future expenses, and investment options. Additionally, a retirement planner can help residents navigate the complex world of Social Security benefits and Medicare, ensuring they maximize their benefits and avoid costly mistakes. Overall, a retirement planner can provide peace of mind and help Shaker Heights residents feel confident in their financial future.

Wealth Management

Residents of Shaker Heights, OH would greatly benefit from the expertise of a wealth manager in a variety of ways. With the median household income in Shaker Heights being over $100,000, many residents have significant assets that could be managed and invested to grow their wealth. A wealth manager could help these individuals create a personalized financial plan, including investment strategies and retirement planning, to ensure their financial goals are met. Additionally, with Shaker Heights being a city with a high cost of living, a wealth manager could help residents navigate the expenses associated with homeownership, education, and healthcare. By working with a wealth manager, residents of Shaker Heights can feel confident that their financial future is secure and their assets are being managed in the most effective way possible.

Mortgage Loan Officer

Residents of Shaker Heights, OH would benefit greatly from the expertise of a mortgage loan officer. With its reputation as a highly desirable suburb of Cleveland, Shaker Heights boasts a diverse population and a range of housing options, from historic mansions to newer developments. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring they secure the best possible terms and rates for their unique financial situation. Additionally, with Shaker Heights' strong community focus and commitment to education, a mortgage loan officer can provide valuable guidance to families looking to purchase their dream home in this vibrant and welcoming city.

Tax Services

Residents of Shaker Heights, OH can benefit greatly from the services of a tax advisor. With the city's high property values and income levels, navigating the complex tax laws can be a daunting task for many. A tax advisor can help residents take advantage of all available tax deductions and credits, ensuring they pay the least amount of taxes possible. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how the new laws will affect their tax situation. For example, residents who own historic homes in Shaker Heights may be eligible for tax credits for preservation efforts. A tax advisor can help them navigate the paperwork and requirements to take advantage of this opportunity. Overall, a tax advisor can provide invaluable assistance to Shaker Heights residents in maximizing their tax savings and minimizing their tax liability.

Estate Planning Lawyer

Residents of Shaker Heights, OH can benefit greatly from the services of an estate planning lawyer in a number of ways. For one, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after they pass away. This is especially important in a city like Shaker Heights, where many residents have significant wealth and property holdings. Additionally, an estate planning lawyer can help residents minimize taxes and other expenses associated with estate planning, which can be particularly important for those who want to leave a legacy for their loved ones. Finally, an estate planning lawyer can help residents navigate complex legal issues related to trusts, wills, and other estate planning tools, ensuring that their wishes are carried out in the most effective and efficient way possible.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Shaker Heights, OH