Find a Financial Advisor in Mayfield Heights, OH

 

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We did the hard work of finding trustworthy partners in Mayfield Heights, OH.

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We Only Work With The Best Mayfield Heights Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Mayfield Heights, OH


  • Financial Advisor Close to Mayfield Heights, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Mayfield Heights, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Mayfield Heights, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Mayfield Heights financial advisors.
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How Retirement-Friendly is Mayfield Heights, OH?

  • Population: 18,669
  • % of Population 62 Years and Over: 26.3%
  • Average Home Value: $143,000
  • Average Monthly Housing Cost: $947
  • Average Household Income: $71,180
  • 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.)



The Top Financial Advisor Firms in Mayfield Heights, OH

 

NCA FINANCIAL PLANNERS

Website

(440) 473-1115

6095 Parkland Blvd., Suite 210

Mayfield Heights, OH 44124

SEC#: 801-67059
Years in Business: 15 years

ST. CLAIR ADVISORS, LLC

Website

(440) 925-5670

6120 Parkland Blvd.
Suite 306
Mayfield Heights, OH 44124

SEC#: 801-71857
Years in Business: 11 years

LINSALATA CAPITAL MANAGEMENT, LLC

Website

(440) 684-1400

5900 Landerbrook Drive
Suite 280
Mayfield Heights, OH 44124

SEC#: 801-73875
Years in Business: 9 years

ANCORA ADVISORS LLC

Website

(216) 825-4000

6060 Parkland Boulevard
Suite 200
Mayfield Heights, OH 44124

SEC#: 801-61770
Years in Business: 18 years

PRUCO SECURITIES, LLC

Website

(440) 684-4409

5875 Landerbrook Dr
Suite 110
Mayfield Heights, OH 44124

SEC#: 801-52208
Years in Business: 25 years

PRUCO SECURITIES, LLC

Website

(440) 684-4409

5875 Landerbrook Dr
Suite 110
Mayfield Heights, OH 44124

SEC#: 801-52208
Years in Business: 25 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(440) 446-1000

5885 Landerbrook Dr
Suite 304
Mayfield Heights, OH 44124

SEC#: 801-67275
Years in Business: 14 years

PRUCO SECURITIES, LLC

Website

(440) 684-4409

5875 Landerbrook Dr
Suite 110
Mayfield Heights, OH 44124

SEC#: 801-52208
Years in Business: 25 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(440) 446-1000

5885 Landerbrook Dr
Suite 304
Mayfield Heights, OH 44124

SEC#: 801-67275
Years in Business: 14 years

 


Mayfield Heights, OH Financial Advisor FAQs

A good place to start is with the Federal Consumer Financial Protection Bureau's website where they offer some great tools on selecting an honest advisor, complete with how-to videos. It also offers lots of other important information about money management that consumers might find useful as well.
A financial advisor might be a good idea if that person has experience in your financial situation. If the person is early on in their career and saving excess money from each paycheck to invest in retirement they should hire a financial advisor because they'll need a more comprehensive plan to properly manage retirement.
In selecting an advisor, questions to consider include: What experience does the advisor have with clients like you? How does the advisor help clients reach your goals? Is the advisor independent or affiliated with a particular company that offers products and services that may be beneficial to you? What is the daily cost for advisory services?
A financial advisor doesn't cost a lump sum of money. It's a fee based service, so it will depend on your services and products use. For example, some advisors have an hourly rate that is charged for their services by the hour or sometimes at a monthly fee where they charge less but also have to agree to work more hours as needed.