Wealth Management in Brooklyn, OH

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List of Firms

Brooklyn, OH Wealth Management Firms

North Pointe Wealth Management Group - UBS Financial Services Inc.
Location 18500 Lake Rd #400, Rocky River, OH 44116, USA
Phone (440) 673-1114
Directions
Home | Appaloosa Wealth Management, Walter Moore, Cleveland OH
Location 5005 Rockside Rd #600, Independence, OH 44131, USA
Phone (216) 573-3725
Directions
SEC File# 801-46878
CRD# 106189
2 out of 5
Location 4900 Tiedeman Rd, Brooklyn, OH 44144, USA
Phone (216) 898-2400
Directions
Merrill Lynch Wealth Management Advisor Steven Wickstrom
Location 1375 E 9th St 14th Floor, Cleveland, OH 44114, USA
Phone (216) 363-6513
Directions
Afia Wealth Management
5 out of 5
Location 24600 Center Ridge Rd Suite 107, Westlake, OH 44145, USA
Phone (440) 397-4189
Directions
Paradigm Wealth Management LLC
Location 159 Crocker Park Blvd #100, Cleveland, OH 44145, USA
Phone (440) 892-5900
Directions
Scott Giltinan - RBC Wealth Management Financial Advisor
Location 600 Superior Ave E 23rd Floor, Cleveland, OH 44114, USA
Phone (216) 774-8907
Directions
Financial Advisors | U.S. Bancorp Investments
Location 4796 Ridge Rd A, Brooklyn, OH 44144, USA
Phone (216) 739-2679
Directions
Merrill Lynch Wealth Management Advisor Craig B Leone
Location 1375 E 9th St 14th Floor, Cleveland, OH 44114, USA
Phone (216) 363-3628
Directions
Cox/Murman Wealth Management Group - UBS Financial Services Inc.
Location 18500 Lake Rd #400, Rocky River, OH 44116, USA
Phone (440) 673-1061
Directions
SEC File# 801-65060
CRD# 136300
2 out of 5
Location 4900 Tiedeman Rd, Brooklyn, OH 44144, USA
Phone (888) 547-2968
Directions
Boyd Watterson Asset Management LLC
Location 1301 E 9th St #2900, Cleveland, OH 44114, USA
Phone (216) 771-3450
Directions
Samuel B. Martello - RBC Wealth Management Financial Advisor
Location 600 Superior Ave E 23rd Floor, Cleveland, OH 44114, USA
Phone (216) 774-8916
Directions
Westlake Wealth Management Group
Location 600 Superior Ave E 23rd Floor, Cleveland, OH 44114, USA
Phone (216) 774-8916
Directions
Merrill Lynch Wealth Management Advisor Clarisse Tur
Location 1375 E 9th St 14th Floor, Cleveland, OH 44114, USA
Phone (216) 363-6725
Directions
Davenport Wealth Management
Location 50 Public Square #2626, Cleveland, OH 44113, USA
Phone (216) 777-8525
Directions
The Personal Wealth Management Group - UBS Financial Services Inc.
Location 600 Superior Avenue East 26th +, 27th Floor, Cleveland, OH 44114, USA
Phone (216) 736-2859
Directions
Wealth Management in Brooklyn, OH

Where Wealth Management Advisors in Brooklyn, OH Serve

Brooklyn, OH is a bustling city with a rich history and diverse culture. It is home to several notable landmarks, including the historic Brooklyn Fire Station and the Brooklyn City Hall. The city is also home to many top employers, such as Sherwin-Williams, Cleveland Clinic, and KeyBank. Major highways and streets in the area include I-480, Ridge Road, and Tiedeman Road, providing easy access to nearby cities and attractions. Brooklyn is comprised of several distinct neighborhoods, each with its own unique character and charm. From the quaint streets of Brooklyn Heights to the bustling commercial center of Ridge Park Square, there is something for everyone in this vibrant city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Brooklyn, OH can benefit from a bank in numerous ways. Firstly, a bank can help them with their financial needs, such as opening a savings account or obtaining a loan for a new home or car. Additionally, banks can provide financial education and guidance to help residents make informed decisions about their money. Specifically in Brooklyn, OH, where the median household income is lower than the national average, a bank can help residents access financial resources and tools to improve their financial well-being. Furthermore, a bank can offer convenient services like online banking and mobile apps, making it easier for Brooklyn residents to manage their finances on-the-go. Overall, a bank can be an invaluable resource for residents of Brooklyn, OH, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Brooklyn, OH can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the best coverage for their needs. This is particularly important in Brooklyn, OH, where the cost of living is high and residents need to ensure that they are adequately covered against unexpected events. Additionally, an insurance broker can help residents save money on their insurance premiums by negotiating with insurance companies on their behalf. This is especially important in Brooklyn, OH, where many residents struggle to make ends meet. Finally, an insurance broker can provide personalized advice and support to residents, helping them to understand their insurance policies and make informed decisions about their coverage. In a community like Brooklyn, OH, where neighbors look out for one another, having a trusted insurance broker can make all the difference in ensuring that residents are protected and secure.

Retirement Planning

Residents of Brooklyn, OH can benefit greatly from the expertise of a retirement planner. With the city's population consisting primarily of middle-aged individuals, retirement planning is a crucial aspect of financial stability. A retirement planner can assist with creating a comprehensive financial plan tailored to each individual's unique needs and goals. This may involve analyzing current investments, creating a budget, and identifying potential sources of income during retirement. Additionally, a retirement planner can provide guidance on navigating the complexities of social security and Medicare, which can be particularly confusing for those approaching retirement age. With the cost of living in Brooklyn, OH being slightly higher than the national average, a retirement planner can help residents ensure they have enough savings to maintain their desired standard of living throughout retirement.

Financial Advisor

Residents of Brooklyn, OH can benefit from the guidance and expertise of a financial advisor in many ways. One of the most common ways is by helping them navigate the complex world of retirement planning. With the average age of Brooklyn’s population being 44 years old, it is essential that they have a plan in place for their golden years. A financial advisor can help them understand the various retirement plans available, such as 401(k)s and IRAs, and determine which one is best suited for their needs. Additionally, they can help residents create a budget and stick to it, which is especially important in a city where the cost of living is higher than the national average. Furthermore, with Brooklyn being a diverse community, a financial advisor can assist residents in managing their finances in a way that is culturally sensitive and appropriate. Overall, a financial advisor can provide invaluable support to the residents of Brooklyn, OH, helping them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Brooklyn, OH can benefit from the expertise of a mortgage loan officer in several ways. For instance, the officer can help them navigate the complex process of obtaining a mortgage loan, which can be quite daunting for first-time homebuyers. Additionally, the officer can provide valuable advice on the different types of mortgage loans available and help residents choose the one that best suits their financial situation. Furthermore, Brooklyn, OH has a unique housing market, and a mortgage loan officer can help residents understand the local market trends and make informed decisions about buying or refinancing their homes. With the help of a knowledgeable mortgage loan officer, residents of Brooklyn, OH can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Brooklyn, OH could greatly benefit from the expertise of a tax advisor in a multitude of ways. For instance, a tax advisor could assist residents in navigating the complex tax laws and regulations that govern Brooklyn, OH. This could include guidance on how to properly file tax returns, how to maximize deductions and credits, and how to minimize tax liabilities. Additionally, a tax advisor could provide residents with advice on how to plan for future tax obligations, such as retirement or estate planning. Furthermore, a tax advisor could help residents understand the unique tax implications of living in Brooklyn, OH, such as the city's local tax rates and any specific tax incentives or exemptions that may be available to them. Overall, the guidance and expertise of a tax advisor could be invaluable to residents of Brooklyn, OH looking to navigate the complex world of taxation.

Estate Planning Lawyer

Residents of Brooklyn, OH can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive plan for the distribution of assets after death. This is particularly important in Brooklyn, OH, where the median home value is $109,400, and many residents may have significant assets to distribute. Additionally, an estate planning lawyer can help residents navigate the complex laws surrounding Medicaid and long-term care planning, which is especially important considering that over 15% of Brooklyn, OH residents are 65 years or older. Lastly, an estate planning lawyer can assist in creating trusts and other legal instruments to protect assets and minimize tax liabilities, which can be especially beneficial for residents with significant wealth or complex financial situations.

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