Cuyahoga County, OH Financial Advisors and Resources



Financial Advisor Firms in Cuyahoga County, OH


GLASFUNDS, LLC

Website

(216) 862-1300

1100 Superior Ave E
Suite 1775
Cleveland, OH 44114

SEC#: 801-119167
Years in Business: 1 years

CIRRUS WEALTH MANAGEMENT

Website

(216) 503-9310

6060 Rockside Woods Blvd
Suite 141
Cleveland, OH 44131

SEC#: 801-107369
Years in Business: 5 years

ANCORA RETIREMENT PLAN ADVISORS INC.

Website

(216) 593-5090

6060 Parkland
Suite 200
Cleveland, OH 44124

SEC#: 801-67475
Years in Business: 14 years

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Website

(216) 447-9000

6050 Oak Tree Blvd
Suite 500
Cleveland, OH 44131

SEC#: 801-56332
Years in Business: 22 years

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Website

(216) 447-9000

6050 Oak Tree Blvd
Suite 500
Cleveland, OH 44131

SEC#: 801-108996
Years in Business: 4 years

ASSET MANAGEMENT ADVISORY GROUP LLC

Website

(216) 561-0744

614 W. Superior Ave
Suite # 625
Cleveland, OH 44113

SEC#: 801-67384
Years in Business: 14 years

HIGHLAND CONSULTING ASSOCIATES INC.

Website

(440) 808-1500

159 Crocker Park Blvd., Suite 350

Cleveland, OH 44145

SEC#: 801-46040
Years in Business: 27 years

FIRST FIDUCIARY INVESTMENT COUNSEL INC

Website

(216) 643-9100

6100 Oak Tree Blvd. Suite 185

Cleveland, OH 44131

SEC#: 801-11685
Years in Business: 45 years

WINFIELD ASSOCIATES INC

Website

(216) 241-2575

700 West st Clair Avenue
Suite 404
Cleveland, OH 44113

SEC#: 801-54970
Years in Business: 24 years


How Retirement-Friendly is Cuyahoga County, OH?

  • Population: 1247,451
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $141,200
  • Average Monthly Housing Cost: $884
  • Average Household Income: $74,923
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Cuyahoga County, OH Financial Advisor FAQs

Financial advisors can cost anywhere from $0 - 5%. Financial advisors are typically compensated as a percentage of the assets under management, so their fees depend on both the size of your portfolio and the type of financial service they offer.
Try to ask if there has been a time in the past when clients had to cut ties with him and what the reason behind was. Make sure to properly weigh the reasons he points out.
Usually, if a financial advisor is hired for a specific, one-time project, a flat fee would be charged. For investments that are ongoing, a quarterly or annual fee would be charged.
A financial advisor will have knowledge of risk management, advanced investment strategies, saving for retirement and more. They can help you save on taxes and balance out your investments to make sure you minimize any downside risk or long-term implications.