Best Financial Advisors in Westlake, OH

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List of Firms

Westlake, OH Fiduciary Financial Advisors

Roger Rachul - Thrivent
Location 26040 Detroit Rd Ste 4, Westlake, OH 44145, USA
Phone (440) 455-9694
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
1 out of 5
Location 2055 Crocker Rd Suite 201, Westlake, OH 44145, USA
Phone (440) 414-2740
Blue Waters Wealth Advisors
SEC File# 801-80075
CRD# 171070
Location 29638 Detroit Rd, Westlake, OH 44145, USA
Phone (440) 871-4015
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Maxim Financial Group LLC
SEC File# 801-7941
CRD# 105662
Location 27865 Clemens Rd Suite 2, Westlake, OH 44145, USA
Phone (440) 899-9830
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
Balanced Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1991 Crocker Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 871-6501
JPS Financial Llc
SEC File# 801-78803
CRD# 169208
Location 2001 Crocker Rd #530, Westlake, OH 44145, USA
Phone (440) 899-6350
Nick Pietrocola - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2035 Crocker Rd Ste 201, Westlake, OH 44145, USA
Phone (440) 899-8600
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
Morgan Stanley Financial Advisors
Location 159 Crocker Park Blvd Ste 460, Westlake, OH 44145, USA
Phone (440) 835-6750
Balanced Asset Management
5 out of 5
Location 1991 Crocker Rd Suite 100, Westlake, OH 44145, USA
Phone (440) 925-3040
Aspire Investment Management
5 out of 5
Location 1991 Crocker Rd, Westlake, OH 44145, USA
Phone (440) 925-3042
Fundamental Investment Services Inc
Location 1774 Settlers Reserve Way, Westlake, OH 44145, USA
Phone (440) 835-0764
Kate McCarthy, CRPC, M.B.A. JMO Financial Advisors
Location 671 Columbia Rd, Westlake, OH 44145, USA
Phone (440) 835-6550
Tammy Miller - Thrivent
Location 26040 Detroit Rd Ste 4, Westlake, OH 44145, USA
Phone (440) 455-9693
Matthew Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1991 Crocker Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 871-6501
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
John Lipaj - Raymond James
Location 26600 Detroit Rd, Westlake, OH 44145, USA
Phone (440) 455-9073
J. F. Johnson Wealth Management of Raymond James
Location 159 Crocker Park Blvd Ste 390, Westlake, OH 44145, USA
Phone (440) 801-1629
Merrill Lynch Wealth Management Advisor Sanjay Beach
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 250-7957
Jason M. Orsky Wealth Management
5 out of 5
Location 671 Columbia Rd #1, Westlake, OH 44145, USA
Phone (440) 835-6550
Athletes Financial
Location 159 Crocker Park Blvd #400, Westlake, OH 44145, USA
Phone (216) 288-6453
Michael Brady & Co LLC
SEC File# 801-112508
CRD# 130093
5 out of 5
Location 28871 Center Ridge Rd #102, Westlake, OH 44145, USA
Phone (440) 235-2100
Ray Glinka - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1991 Crocker Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 541-0055
Roger Potter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1991 Crocker Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 871-6501
Eppich Asset Management Inc.
SEC File# 801-72611
CRD# 131117
Location 1991 Crocker Rd # 600, Westlake, OH 44145, USA
Phone (440) 892-3366
Lesjak Planning
SEC File# 801-15662
CRD# 110090
Location 1991 Crocker Rd Suite #575, Westlake, OH 44145, USA
Phone (440) 871-9500
Michael Vulku - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2035 Crocker Rd Ste 201, Westlake, OH 44145, USA
Phone (440) 899-8600
Ryan Myers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2035 Crocker Rd Ste 201, Westlake, OH 44145, USA
Phone (440) 250-5953
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 29261 Notingham Ct, Westlake, OH 44145, USA
Phone (440) 333-1980
Nathan Kaufman
Location 30159 Detroit Rd, Westlake, OH 44145, USA
Phone (440) 666-0672
Patricia Kelley, CDFA, CIMA - UBS Financial Services Inc.
Location 2055 Crocker Rd Suite 201, Westlake, OH 44145, USA
Phone (440) 414-2755
Turning Point Wealth
Location 23550 Center Ridge Rd Suite 204, Westlake, OH 44145, USA
Phone (216) 417-3734
Merrill Lynch Wealth Management Advisor John Slyman
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 250-7948
Burning River Advisory Group
Location 2237 Crocker Rd Ste 150, Westlake, OH 44145, USA
Phone (216) 404-2420
Foundation Wealth Advisors, LLC
Location 810 Sharon Dr Suite 100, Westlake, OH 44145, USA
Phone (440) 899-7535
Bogart, Timura, & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2035 Crocker Rd Ste 201, Westlake, OH 44145, USA
Phone (440) 899-8600
Shore West Financial Group - UBS Financial Services Inc.
Location 2055 Crocker Rd Suite 201, Westlake, OH 44145, USA
Phone (440) 414-2781
Cleveland Financial Group
5 out of 5
Location 2001 Crocker Rd, Westlake, OH 44145, USA
Phone (440) 617-6676
Kinetic Wealth - LPL Financial
SEC File# 801-10970
CRD# 6413
Location 28045 Clemens Rd D, Westlake, OH 44145, USA
Phone (440) 250-9500
Afia Wealth Management
5 out of 5
Location 24600 Center Ridge Rd Suite 107, Westlake, OH 44145, USA
Phone (440) 397-4189
The Holland Wealth Management Team - UBS Financial Services Inc.
Location 2055 Crocker Rd Suite 201, Westlake, OH 44145, USA
Phone (440) 414-2749
Financial Advisors | U.S. Bancorp Investments
Location 29979 Detroit Rd, Westlake, OH 44145, USA
Phone (440) 892-4680
Gaertner Investment Consulting Group - UBS Financial Services Inc.
Location 2055 Crocker Rd Suite 201, Westlake, OH 44145, USA
Phone (440) 414-2747
Beverly Stiegele - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1991 Crocker Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 527-0406
Building Blocks Financial planning
Location 29550 Detroit Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 730-0111
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 26600 Detroit Rd Suite 140, Westlake, OH 44145, USA
Phone (440) 899-9591
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 159 Crocker Park Blvd Suite 260, Westlake, OH 44145, USA
Phone (833) 752-6333
Merrill Lynch Wealth Management Advisor D. Scott Dennis
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 250-7913
Tim Herling - Raymond James
Location 27865 Clemens Rd, Westlake, OH 44145, USA
Phone (330) 835-9626
Merrill Lynch Wealth Management Advisor Scott C Gehlbach
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 250-7935
Timothy Valentine - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1991 Crocker Rd Ste 300, Westlake, OH 44145, USA
Phone (440) 871-6501
Bill Theis - Raymond James
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 801-1629
Steve Machovina - Raymond James
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 801-1629
Westlake Advisors LLC
Location 25109 Detroit Rd STE 330, Westlake, OH 44145, USA
Phone (440) 250-9744
Scott Snow (financial advisors) LLC
SEC File# 801-64172
CRD# 121222
4 out of 5
Location 1991 Crocker Rd Ste 210, Westlake, OH 44145, USA
Phone (440) 871-7669
BCS Wealth Partners - UBS Financial Services Inc.
Location 2055 Crocker Rd Suite 201, Westlake, OH 44145, USA
Phone (440) 414-2766
Merrill Lynch Wealth Management Advisor Justin Trivisonno
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 250-7908
Merrill Lynch Wealth Management
3 out of 5
Location 159 Crocker Park Blvd, Westlake, OH 44145, USA
Phone (440) 250-7900
Wells Fargo Advisors
3 out of 5
Location 226 Crocker Park Blvd Suite 200, Westlake, OH 44145, USA
Phone (440) 925-4294
Financial Advisors in Westlake, OH

Where Certified Financial Advisors in Westlake, OH Serve

Westlake is a city located in the southwestern part of Cuyahoga County, Ohio. The city is situated between the Cleveland and Akron metropolitan areas and is part of the Greater Cleveland area. It covers about 10 square miles and has a population of around 32,000. Some of Westlake's landmarks include the Crocker Park shopping and dining district, the Rocky River Reservation park system, and the Westlake Recreation Center. Major employers in the city include Progressive Insurance, Eaton Corporation, and Parker Hannifin. The city's major highways and streets include Interstate 90 (the Ohio Turnpike), State Route 252, and Detroit Road. The neighborhoods in Westlake include Clague Park, Dover Estates, Emerald Estates, Lakeshore Estates, Stonebriar, and Westlake Village.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Westlake, OH residents have a number of services that banks can provide them. These services include, but are not limited to: checking and savings accounts, loans, credit cards, and mortgages. In addition to these basic services, banks can also offer more specialized products and services depending on the needs of their customers. For example, a bank might offer a CD or certificate of deposit that pays a higher interest rate than a regular savings account. They might also offer special mortgage products for people who are looking to buy a home in Westlake.

Insurance Broker

Westlake, OH residents can rely on insurance brokers to help them find the best coverage for their needs.Insurance brokers have access to a variety of policies from a variety of insurers, so they can help you find the right policy for your needs and budget. They can also help you compare rates and coverage, and they'll be there to answer any questions you have about your policy.

Retirement Planning

Westlake, OH residents have access to many financial advisors who can help them with their retirement planning.Financial advisors can help you create a plan that will allow you to retire comfortably. They can also help you save money and invest your money wisely.If you are looking for a financial advisor, be sure to do your research first. Make sure the advisor is licensed and insured, and ask for referrals from friends and family members.

Wealth Management

Westlake, OH residents have a range of wealth management options to choose from. Each option has its own set of benefits and drawbacks, so it is important for people in this area to carefully consider their needs before making a decision. One popular option is to hire a financial advisor. Advisors can help people make informed decisions about their money and ensure that they are taking the best possible steps to grow and protect their wealth. Another option is to invest in mutual funds. Mutual funds offer diversification, which can be helpful in times of market volatility. However, they also come with fees that can eat into returns over time. Finally, some people choose to self-manage their investments. While this can be more challenging than other options, it also offers more control over how money is invested.

Estate Planning Lawyer

Westlake, OH residents who want to ensure 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 help Westlake, OH residents make sure their assets are distributed in the way they want, and that their loved ones are taken care of after they die. Westlake, OH residents should consult with an estate planning lawyer to discuss their options and create a plan that is right for them.

Mortgage Loan Officer

Mortgage loan officers in Westlake, OH can help residents by providing them with the best possible mortgage rates and terms. In addition, these officers can also offer helpful advice on choosing the right mortgage for each individual's needs. By working with a knowledgeable and experienced loan officer, Westlake residents can feel confident that they are making the best decision for their financial future.

Tax Services

Westlake, OH residents can benefit from the expertise of tax accountants in a few ways. Tax accountants can help residents understand their tax liability and file their taxes correctly and on time. They can also help residents plan for their future tax obligations. Tax accountants can provide valuable guidance to Westlake, OH residents on how to save money on their taxes and take advantage of tax deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westlake, OH