Shaker Heights, OH Financial Advisors and Resources



Financial Advisor Firms in Shaker Heights, OH


CAPITAL ADVISORS, LTD., LLC

Website

(216) 295-7900

20600 Chagrin Blvd Suite 1115

Shaker Heights, OH 44122

SEC#: 801-71559
Years in Business: 11 years

PARAGON ADVISORS, INC.

Website

(216) 491-3990

3401 Tuttle Road
Suite 290
Shaker Heights, OH 44122

SEC#: 801-54375
Years in Business: 24 years

FALMOUTH INVESTMENT COMPANY, INC.

Website

(216) 491-3990

3401 Tuttle Road
Suite 290
Shaker Heights, OH 44122

SEC#: 801-61436
Years in Business: 19 years

ALIGN CAPITAL PARTNERS, LP

Website

(214) 780-0857

3401 Tuttle Road
Suite 250
Shaker Heights, OH 44122

SEC#: 801-108180
Years in Business: 5 years

IFP ADVISORS, LLC

Website

(216) 378-7663

18540 Shelburne Rd

Shaker Heights, OH 44118

SEC#: 801-69511
Years in Business: 13 years

IFP ADVISORS, LLC

Website

(216) 378-7663

18540 Shelburne Rd

Shaker Heights, OH 44118

SEC#: 801-69511
Years in Business: 13 years


How Retirement-Friendly is Shaker Heights, OH?

  • Population: 27,387
  • % of Population 62 Years and Over: 22.5%
  • Average Home Value: $237,800
  • Average Monthly Housing Cost: $1,337
  • Average Household Income: $143,652
  • 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.)


Shaker Heights, OH Financial Advisor FAQs

Financial advisors get paid through the sell of their services, including through commissions on product sales.
You could start by asking friends or family for recommendations, but if you are paying someone else to advise you it's worth making sure they are reliable. Check the advisor's certification - not all advisors have taken the exam to become certified financial planners, which means that they may only be qualified to give direction before investments are made. You can check their reliability with government agencies by simply entering their name in your search engine and looking through any records found about them.
Always choose an adviser that can demonstrate understanding of your situation, be transparent with any compensation taken, provide clear advice (and periodic reviews at no cost), and show patience to take things one step at a time. This way you know that your best interests are being looked after by someone competent who cares about what's important to you.
It's always best to consult a financial advisor when you are at a crossroads in your life, especially if you want to invest money. They are trained investors with the skills needed to mitigate risk. Financial advisors have the knowledge of how markets work, which means they can predict trends and give advice on how much risk is wise for them personally.