TOP 10 Client focused financial advice in Independence, OH
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Square Focus Wealth Strategies
Square Focus Wealth Strategies is a leading financial institution located at 945 Windham Court in Boardman, Ohio, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to make informed decisions and build a solid financial foundation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Square Focus Wealth Strategies is here to help you every step of the way.
Elsass Financial Group
Elsass Financial Group, located at 3736 Boardman-Canfield Road in Canfield, Ohio, is a finance institution that provides quality financial plans tailored to their clients' wants, needs, and goals. The institution is proud to announce that they now have three CFP® Professionals, including Elizabeth Randall-Dodd who recently passed the certification requirements to earn her CFP® certification. President Karl Elsass and Vice President Kevin Chiu are dedicated to providing objective and value-driven service to their clients, focusing on helping individuals, families, and businesses achieve their financial goals. Securities are offered through Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. Elsass Financial Group is committed to providing accurate and comprehensive information to their clients, ensuring transparency and trust in every interaction.
Financial Security Management
Financial Security Management is a trusted institution located at 972 Youngstown Kingsville Road Southeast in Ohio, United States. As a comprehensive finance, health, and insurance agency, we are dedicated to providing our clients with the highest level of financial security and protection. Our experienced team of professionals is committed to helping individuals and businesses navigate the complexities of financial planning, health insurance, and risk management. With a focus on customized solutions and personalized service, Financial Security Management is your partner in achieving peace of mind and financial stability. Contact us today to learn more about how we can help you secure your financial future.
Bricker Financial Planning
Bricker Financial Planning is a finance institution located at 527 Market Street in East Liverpool, Ohio, United States. Our operating hours are Monday-Friday from 8:30 AM to 5:00 PM. As Accredited Investment Fiduciaries, we have a legal and ethical duty to act in the best interest of our clients. We are completely independent, receiving no commissions and having no allegiances to particular funds. Our focus is solely on our clients, guaranteeing excellent customer service and always putting your interests first. At Bricker Financial Planning, you can expect zero trading fees, zero commissions, low portfolio costs, and a dedicated independent financial advisor working in your best interests. We are transparent about our fees, charging a flat fee and keeping portfolio costs low. We do not sell products and will always provide direct answers regarding our fees and services.
Edward Jones - Financial Advisor: Eric J Vitelli
Edward Jones - Financial Advisor: Eric J Vitelli is a reputable financial institution located at 8015 East Market Street in Warren, Ohio, United States. As a trusted finance advisor, Eric J Vitelli provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Eric J Vitelli is committed to helping individuals and families secure their financial future.
Thomas W Titus - Financial Advisor, Ameriprise Financial Services, LLC
Thomas W. Titus is a financial advisor at Ameriprise Financial Services, LLC located at 970 Windham Court in Youngstown, Ohio, United States. With a focus on providing personalized financial solutions, Thomas helps clients reach their financial goals and secure their financial future. Each Ameriprise advisor, including Thomas W. Titus, has specific areas of expertise to best serve their clients. By reviewing their backgrounds, credentials, and experience, clients can determine which advisor aligns best with their financial needs and goals.
Erin Spalding - Associate Financial Advisor, Ameriprise Financial Services, LLC
Erin Spalding is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8170 South Avenue in Youngstown, Ohio, United States. The institution, part of The Handel2 Group, was awarded the Ameriprise Client Experience Award in 2023. They offer consultations on financial planning concepts and investment products, with a focus on providing a positive experience for their clients. Erin Spalding is registered with FINRA and can conduct securities business in specific states. Clients can expect personalized advice and guidance on achieving their financial goals. The institution emphasizes privacy and security in all interactions with clients.
Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™
Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™ is a reputable financial institution located at 3649 Canfield Road in Youngstown, Ohio. As a certified Accredited Asset Management Specialist, Lori A Ferreri provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™ is dedicated to helping individuals and families secure their financial future.
The Handel2 Group - Ameriprise Financial Services, LLC
The Handel2 Group - Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a finance institution that focuses on providing personalized investment and financial planning services. The Handel2 Group has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at The Handel2 Group is committed to helping clients navigate the complexities of financial planning and adjust their approach as life changes. To learn more about how The Handel2 Group can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and advisors are registered to do business in certain U.S. states.
Edward Jones - Financial Advisor: Mike Holdford, AAMS™
Edward Jones - Financial Advisor: Mike Holdford, AAMS™ is a reputable financial institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. As a trusted financial advisor, Mike Holdford, AAMS™, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Contact Mike Holdford, AAMS™ today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Jason Witkoski
Edward Jones - Financial Advisor: Jason Witkoski is a reputable finance institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. With a focus on providing personalized financial advice and guidance, Jason Witkoski helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Jason Witkoski is dedicated to helping clients achieve their financial goals and secure their financial future.
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
Brian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
Ernie Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice, Ernie offers expertise in various areas of finance to help clients achieve their financial goals. As an Ameriprise advisor, Ernie has a specific area of focus that aligns with your financial needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. If you are interested in working with Ernie, you can fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. During this meeting, Ernie will discuss your financial goals and create a customized plan to help you reach them.
Chris Minotti - Financial Advisor, Ameriprise Financial Services, LLC
Chris Minotti - Financial Advisor at Ameriprise Financial Services, LLC, located at 30100 Chagrin Boulevard in Pepper Pike, Ohio, offers comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized strategies tailored to each individual's needs, Chris Minotti provides expert guidance on retirement planning, wealth management, investment strategies, and more. With a commitment to building long-lasting relationships and providing top-notch customer service, clients can trust Chris Minotti to help them navigate the complexities of the financial world and secure their financial future.
Edward Jones - Financial Advisor: Benjamin D Ohl
Edward Jones - Financial Advisor: Benjamin D Ohl is a trusted financial institution located at 169 West Main Street in Saint Clairsville, Ohio. As a dedicated finance professional, Benjamin D Ohl provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert financial advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Benjamin D Ohl and his team are committed to helping you make informed decisions and secure your financial future. Visit us today to learn more about our comprehensive financial services.
River Cities Financial Services
River Cities Financial Services, located at 525 5th Street in Beverly, Ohio, United States, is a trusted insurance agency providing dependable insurance and financial solutions since 1948. As a locally owned and operated independent agency, Dietz, Futrell & Walters Insurance Inc. specializes in a variety of insurance and financial products to cater to the needs of individuals and businesses in Ohio and West Virginia. With a team of experienced professionals, the agency is committed to building relationships with clients to help them secure their futures. Offering quality customer service and one-on-one attention, River Cities Financial Services focuses on identifying unique risks faced by clients to provide tailored solutions. With two locations in Southeastern Ohio, the agency serves clients throughout Ohio and West Virginia, offering trusted advice and insurance solutions to protect what matters most. From coverage and risk management solutions for companies of all sizes to financial planning services, River Cities Financial Services is dedicated to helping clients achieve their goals. Whether it's ensuring adequate coverage for home and personal property, protecting against liability risks, or planning for the future with umbrella or excess liability policies, the agency offers comprehensive solutions to meet a variety of needs. Additionally, River Cities Financial Services emphasizes the importance of flood insurance for homes at risk and extends liability coverage to secondary properties. With a focus on providing personalized service and tailored solutions, River Cities Financial Services is committed to helping clients protect what matters most.
Edward Jones - Financial Advisor: Jennifer R Rose, CRPC™
Edward Jones - Financial Advisor: Jennifer R Rose, CRPC™ is a trusted financial institution located at 990 A 2nd Avenue in Gallipolis, Ohio, United States. Jennifer R Rose, a Certified Retirement Planning Counselor, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Jennifer R Rose and her team are dedicated to helping you navigate the complexities of the financial world with confidence. Schedule a consultation today to start your journey towards financial security and success.
Bernier Financial Services- AXA Advisors
Bernier Financial Services- AXA Advisors is a reputable finance, health, and insurance agency located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, they strive to help individuals and businesses achieve their financial goals and protect their assets. The team of experienced advisors at Bernier Financial Services- AXA Advisors is dedicated to providing personalized and professional services to their clients, ensuring they receive the best possible guidance and support in managing their finances and securing their future.
Dennis Lauth - Prudential Financial
Dennis Lauth - Prudential Financial is a reputable finance and insurance agency located at 109 South Main Street in Saint Marys, Ohio, United States. With a focus on providing personalized financial planning and insurance solutions, Dennis Lauth and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Dennis Lauth - Prudential Financial is committed to providing top-notch service and expertise to meet your needs.
Vivian C Cosio, Financial Professional - New York Life
Vivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.
Legacy Financial Partners
Legacy Financial Partners is a leading finance institution located at 3454 Oak Alley Court in Toledo, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Legacy Financial Partners is committed to helping individuals and businesses secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Sandra Seiple Financial Services
Sandra Seiple Financial Services is a trusted finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing personalized financial solutions to meet the unique needs of each client, Sandra Seiple Financial Services offers a wide range of services including investment planning, retirement planning, tax planning, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, the experienced team at Sandra Seiple Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
St Bonore Financial Services
St. Bonore Financial Services is a family-owned finance institution located at 152 West Water Street in Oak Harbor, Ohio, United States. Specializing in comprehensive financial planning, they are dedicated to helping individuals and families secure their financial future and leave a legacy of love and security. As CERTIFIED FINANCIAL PLANNERS™, they offer services such as life insurance, retirement planning, and voluntary benefits programs for businesses. The father-daughter team at St. Bonore Financial Services is committed to building lifelong relationships with their clients, ensuring that their financial goals align with their values and priorities. With a focus on integrity and commitment, they strive to provide personalized and trustworthy service to the community of Oak Harbor and beyond. George A. St. Bonore and Erin R. Flower are licensed agents with New York Life Insurance Company and NYLIFE Securities LLC, offering a range of insurance and investment products to meet the unique needs of their clients. Contact St. Bonore Financial Services today to start planning for a brighter financial future.
Columbus Street Financial Planning
Columbus Street Financial Planning is an independent, flat, and fee-only fiduciary institution located at 565 Metro Place South in Dublin, Ohio, United States. We are radically transparent in our approach, ensuring that your interests are always our top priority. We do not accept commissions or compensation from any source other than our clients, so you can trust that we are working solely for your benefit. At Columbus Street Financial Planning, we offer complete transparency in every service we provide. Our goal is to help you focus on your dreams, not decimals, by offering personalized financial planning that is tailored to your unique circumstances. We are not owned by a bank, insurance company, or brokerage firm, so the only person we answer to is you.
Redwood Financial Group
Redwood Financial Group is a leading finance institution located at 115 South High Street in Dublin, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you navigate the complexities of the financial world. Trust Redwood Financial Group to guide you towards a secure financial future.
CKE Financial Services / E&M Consulting / Raymond James
CKE Financial Services / E&M Consulting / Raymond James is a leading finance institution located at 191 American Boulevard in Westlake, Ohio, United States. With a strong focus on providing top-notch financial services, including investment management, retirement planning, and wealth management, our team of experts at CKE Financial Services is dedicated to helping clients achieve their financial goals. Additionally, E&M Consulting offers strategic consulting services to help businesses navigate the complex financial landscape. As a part of the Raymond James network, we have access to a wide range of resources and expertise to provide our clients with the best possible financial solutions. Visit us today to learn more about how we can help you secure your financial future.
Sid Cukali, Financial Services Professional
Sid Cukali, Financial Services Professional, is a reputable finance institution located at 6100 Oak Tree Boulevard in Independence, Ohio, United States. With a strong focus on providing top-notch financial services, Sid Cukali is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Sid Cukali has the expertise and experience to guide you in making sound financial decisions. Trust in Sid Cukali, Financial Services Professional, for all your financial needs.
W. A. Smith Financial Group
W. A. Smith Financial Group is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, W. A. Smith Financial Group is here to assist you every step of the way. Visit us today and let us help you secure your financial future.
Sequoia Financial Group
Sequoia Financial Group is a finance institution located at 3500 Embassy Parkway in Akron, Ohio, United States. We serve clients across the wealth continuum, helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to finances, delivering comprehensive financial analysis and personalized strategies. We prioritize preserving your legacy and aim to ensure that your wealth lasts for generations to come. Our team of investment experts employ a data-driven approach to achieve results for you. Additionally, our Family Office advisors work together to provide the right resources at the right time, ensuring lasting results. We offer services such as family education, comprehensive financial planning, creating a family constitution, and aligning philanthropic goals. Our investment approach is independent and tailored to your individual circumstances, with a focus on achieving your financial goals. Join us at Sequoia Financial Group and let's build your future together.
Symphony Financial Services, Inc.
Symphony Financial Services, Inc. is a finance and legal institution located at 4100 Embassy Parkway in Akron, Ohio, United States. We specialize in bringing harmony to your financial future by carefully building and tailoring portfolios to fit each client's unique goals and objectives. Our focus on risk management ensures that your investments are aligned with your financial planning needs, both short and long term. We offer services such as risk management, insurance policy reviews, retirement income planning, social security strategies, debt management, estate planning, and business succession planning. Our expertise in tax laws and business knowledge allows us to provide comprehensive solutions that meet your specific needs and fit within your financial picture.
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