Independence, OH Financial Advisors and Resources



Financial Advisor Firms in Independence, OH


FAIRWAY WEALTH MANAGEMENT LLC

Website

(216) 573-7200

6055 Rockside Woods Blvd.
Suite 330
Independence, OH 44131

SEC#: 801-61106
Years in Business: 19 years

STRATEGIC WEALTH PARTNERS, LTD.

Website

(216) 800-9000

5005 Rockside Road
Suite 1200
Independence, OH 44131

SEC#: 801-79487
Years in Business: 7 years

RIVERVIEW RESEARCH, LLC

Website

(216) 573-0420

7100 E. Pleasant Valley Rd.
Suite 280
Independence, OH 44131

SEC#: 801-78821
Years in Business: 7 years

EDGEWATER CAPITAL PARTNERS

Website

(216) 292-3838

5005 Rockside Road
Suite 840
Independence, OH 44131

SEC#: 801-118018
Years in Business: 1 years

FAIRWAY WEALTH MANAGEMENT LLC

Website

(216) 573-7200

6055 Rockside Woods Blvd.
Suite 330
Independence, OH 44131

SEC#: 801-119777
Years in Business: 0 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(216) 741-3113

2 Summit Park Drive
Suite 210
Independence, OH 44131

SEC#: 801-14059
Years in Business: 43 years

INVESTMENT PARTNERS LTD

Website

(216) 573-9029

6300 Rockside Rd
Suite 101
Independence, OH 44131

SEC#: 801-55069
Years in Business: 23 years

M HOLDINGS SECURITIES, INC.

Website

(216) 236-0700

6450 Rockside Woods Blvd.
Suite 150
Independence, OH 44131

SEC#: 801-57304
Years in Business: 21 years

TRIAD ADVISORS, LLC

Website

(877) 929-4929

5005 Rockside Road
Suite 600
Independence, OH 44131

SEC#: 801-55518
Years in Business: 23 years


How Retirement-Friendly is Independence, OH?

  • Population: 7,169
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $249,900
  • Average Monthly Housing Cost: $1,242
  • Average Household Income: $139,901
  • 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.)


Independence, OH Financial Advisor FAQs

Financial advisors are paid through commissions, bonuses, and even their share of the investment fund. For example, before you hire an advisor, ask what percentage they're getting out of closing a trade.
You should do your research before finding an advisor. The issues you face will determine which type of advisor would best suit your needs.
Choosing a financial advisor is not easy, because it's hard to know what type of investing fits best with your personality. An important thing is to find someone who compliments your needs and meets all the regulatory guidelines required for you to invest.
All of us will need some form of professional advice at one time or another throughout our lives to help us decide on concrete steps to take to manage our finances better.