TOP 10 Client focused financial advice in Independence, OH
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Edward Jones - Financial Advisor
Edward Jones - Financial Advisor is a reputable finance institution located at 8604 Hartman Road in Wadsworth, Ohio, United States. As a trusted financial advisor, they offer personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing expert guidance and tailored solutions to help clients navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, invest for the future, or protect your assets, Edward Jones is dedicated to helping you secure a stable financial future.
Merrill Lynch Financial Advisor Clarisse Tur
Merrill Lynch Financial Advisor Clarisse Tur, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized wealth management services to families, individuals, and successful business owners. Clarisse believes in using a holistic approach to financial planning, focusing on managing risk, creating liquidity, providing for education and retirement needs, and transferring wealth to loved ones. With a background in nuclear physics and technical marketing, Clarisse brings a unique perspective to her wealth management services, applying scientific rigor to help clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER professional, she follows a disciplined, four-step wealth management process tailored to each client's needs. By combining the intimacy and personalized attention of a boutique firm with the global resources of one of the world's largest financial services firms, Clarisse helps simplify the complexity in clients' financial lives so they can concentrate on fulfilling their dreams. Whether you're planning for retirement, saving for a home, or funding a child's education, Clarisse works with you to develop a personalized plan designed to help you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Clarisse is dedicated to helping you and your family pursue financial success. Whether you're just starting out or nearing retirement, Clarisse Tur is here to help you navigate the ever-changing economic landscape and reach your financial goals.
Edward Jones - Financial Advisor: George R Scott, CRPC™
Edward Jones - Financial Advisor: George R Scott, CRPC™ is a trusted financial institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. As a Certified Retirement Planning Counselor, George R Scott provides expert financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, George R Scott can help create a personalized financial plan tailored to your needs. With a commitment to personalized service and a focus on long-term financial success, Edward Jones - Financial Advisor: George R Scott, CRPC™ is dedicated to helping clients secure their financial futures.
Gregory Averesch - Financial Advisor, Ameriprise Financial Services, LLC
Gregory Averesch, a financial advisor at Ameriprise Financial Services, LLC located at 147 North Main Street in Bluffton, Ohio, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, Gregory takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. As the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Ameriprise Financial Services, LLC is a trusted institution that offers a range of investment products and services. Clients can expect to receive expert guidance on preparing for the expected and unexpected events in life, leading to increased confidence and control over their financial future. Through a complimentary initial consultation, individuals can gain insight into financial planning concepts and take the first step towards a more secure tomorrow.
Raymond James Financial Services
Raymond James Financial Services, located at 7600 Kings Pointe Road in Toledo, Ohio, is a trusted finance institution that offers reliable advice and steadfast support to help clients achieve lasting peace of mind. Specializing in helping clients make intentional decisions for generational wealth, their team of advisors acts as a voice of reason to guide clients through their financial journey. With a focus on providing attentive, personal service, Raymond James Financial Services takes a holistic approach to wealth management, crafting comprehensive plans that address all aspects of a client's financial world. Leveraging cutting-edge technology and world-class resources, they deliver a next-level planning experience that helps clients navigate the complexities of wealth management with confidence.
Edward Jones - Financial Advisor: Amy M Fredritz
Edward Jones - Financial Advisor: Amy M Fredritz is a trusted finance institution located at 352 McMahan Boulevard in Marion, Ohio, United States. Amy M Fredritz is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Amy M Fredritz can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Amy M Fredritz is the go-to destination for all your financial needs.
Edward Jones - Financial Advisor: Kevin V Cavanagh
Edward Jones - Financial Advisor: Kevin V Cavanagh is a trusted financial institution located at 9952 Johnnycake Ridge Road in Ohio, United States. As a dedicated finance professional, Kevin V Cavanagh provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Kevin V Cavanagh is committed to guiding you every step of the way. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Kevin V Cavanagh is a reliable partner in your financial journey.
Edward Jones - Financial Advisor: Neil D Nehring
Edward Jones - Financial Advisor: Neil D Nehring is a reputable financial institution located at 1460 West Main Street in Tipp City, Ohio, United States. As a trusted finance advisor, Neil D Nehring provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on integrity and trust, Edward Jones - Financial Advisor: Neil D Nehring offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, save for retirement, or protect your assets, Neil D Nehring is dedicated to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Neil D Nehring today to start planning for a brighter financial future.
Adam Pfaff - Financial Advisor, Ameriprise Financial Services, LLC
Adam Pfaff is a Financial Advisor at Ameriprise Financial Services, LLC located at 3045 Newmark Drive, Miamisburg, Ohio, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Adam Pfaff is dedicated to providing expert financial advice to individuals and businesses, with a focus on asset management, estate planning, retirement planning, and investment strategies. He is committed to upholding the highest ethical standards and continuing education to best serve his clients' needs.
Horizon Partners Wealth Management - UBS Financial Services Inc.
Horizon Partners Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 5007 Horizons Drive in Upper Arlington, Ohio, United States. With a focus on wealth management, they offer a wide range of financial services to help clients achieve their financial goals and secure their financial future. Their team of experienced professionals provides personalized advice and guidance to clients, ensuring a tailored approach to managing their investments and assets. With a strong reputation for excellence in the finance industry, Horizon Partners Wealth Management - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice and services.
IFS Financial Services
IFS Financial Services is a reputable finance institution located at 303 Broadway in Cincinnati, Ohio, United States. With a strong focus on providing top-notch financial services to its clients, IFS Financial Services offers a wide range of financial solutions including investment management, wealth management, retirement planning, and insurance services. The institution prides itself on its team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IFS Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
Donald Grassi - Financial Advisor, Ameriprise Financial Services, LLC
Donald Grassi, a financial advisor at Ameriprise Financial Services, LLC, located at 4401 Rockside Road in Independence, Ohio, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Donald Grassi offers expertise in areas such as retirement planning, estate planning, and investment management. Clients can review Donald Grassi's background, credentials, and experience to determine if his approach aligns with their financial goals. By filling out the "Request consultation" form, clients can connect with Donald Grassi for a complimentary initial consultation to discuss their financial needs and create a customized plan for the future.
Gregory Helms - Financial Advisor, Ameriprise Financial Services, LLC
Gregory Helms is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6100 Oak Tree Boulevard in Independence, Ohio, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gregory Helms is well-equipped to provide expert financial advice tailored to individual needs. Specializing in asset management, retirement planning, estate planning, and investment opportunities, Gregory Helms offers comprehensive services to retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, clients can trust Gregory Helms to provide sound financial guidance for their future.
Nancy L Vesel - Financial Advisor, Ameriprise Financial Services, LLC
Nancy L Vesel is a Financial Advisor at Ameriprise Financial Services, LLC located at 4401 Rockside Road in Independence, Ohio, United States. Nancy is a certified professional with various designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Nancy provides expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and insurance products, Nancy is dedicated to helping clients achieve their financial goals and secure their financial futures.
Rick Dyson - Financial Advisor, Ameriprise Financial Services, LLC
Rick Dyson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6393 Oak Tree Boulevard, Independence, Ohio, United States. Rick Dyson and his team offer personalized financial advice and services to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the best match for their needs. Clients can review the backgrounds, credentials, and experience of the advisors to make an informed decision. By filling out the "Request consultation" form, clients can connect with Rick Dyson or their desired advisor for a complimentary initial consultation to discuss their financial goals and create a customized plan.
April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC
April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. April McMain holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, April McMain is dedicated to helping clients achieve their financial goals. Additionally, April McMain is a Certified Divorce Financial Analyst, offering specialized expertise in financial issues related to divorce. With a commitment to ongoing education and professional development, April McMain is well-equipped to provide tailored financial solutions to meet the unique needs of each client.
Christopher Roborecki - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Roborecki, a financial advisor at Ameriprise Financial Services, LLC, located at 6100 Oak Tree Boulevard in Independence, Ohio, offers expert financial guidance to clients. With a focus on helping individuals achieve their financial goals, Christopher Roborecki provides personalized advice and strategies tailored to each client's unique needs. As a member of FINRA and SIPC, clients can trust in the professionalism and expertise of Ameriprise Financial Services, LLC. With a commitment to transparency, clients can access background and qualification information on the FINRA BrokerCheck website, as well as the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Christopher Roborecki is here to help. Contact him today for a complimentary initial consultation to discuss your financial goals and take the next step towards a more confident financial future.
Brian Martin - UBS Financial Services Inc.
Brian Martin - UBS Financial Services Inc. is a trusted financial institution located in Cleveland, Ohio, United States. Specializing in finance, our team of experienced professionals provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, investing in the stock market, or looking to grow your wealth, our institution offers comprehensive financial solutions tailored to your individual needs. With a focus on integrity and expertise, Brian Martin - UBS Financial Services Inc. is dedicated to helping clients make informed decisions and secure their financial future.
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC, located at 2 Summit Park Drive in Independence, Ohio, offers personalized financial advice, investment solutions, and progress tracking to help clients achieve their financial goals. With a focus on risk tolerance and potential returns, George Malaska can assist in creating a sound strategy for a more confident financial future. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through proper registration. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Please refer to FINRA's BrokerCheck website for more information on George Malaska's qualifications and registered states.
Jim Jack - Financial Advisor, Ameriprise Financial Services, LLC
Jim Jack, a financial advisor at Ameriprise Financial Services, LLC, is located at 6100 Oak Tree Boulevard in Independence, Ohio, United States. With a focus on providing personalized financial guidance, Jim Jack offers expertise in helping clients navigate the complexities of the financial markets. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Jim Jack is registered to conduct securities business in select states and encourages individuals to schedule a consultation to discuss their financial priorities. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and professionalism of Jim Jack and the team at Ameriprise Financial Services, LLC. As a member of FINRA and SIPC, the institution upholds strict privacy and security measures to protect clients' information. Whether referring friends or family members or seeking personalized financial advice, clients can expect a high level of service and dedication from Jim Jack and Ameriprise Financial Services, LLC.
John Collier - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Collier - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. John Collier holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John Collier's expertise in various aspects of financial planning and wealth management, ensuring that clients receive comprehensive and personalized financial advice. John Collier is dedicated to providing top-notch financial services to individuals, retirees, small business owners, and high net worth clients, using a holistic approach to asset management and investment strategies. With a focus on ethical practices and continuing education, John Collier is committed to helping clients achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Jacob P Karnow
Edward Jones - Financial Advisor: Jacob P Karnow is a trusted financial institution located at 5005 Rockside Road in Independence, Ohio. Specializing in personalized financial planning and investment strategies, Jacob P Karnow offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jacob P Karnow is dedicated to providing top-notch financial services to individuals and families in the Independence area. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jacob P Karnow and his team are here to help you every step of the way.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 591 Boston Mills Road in Hudson, Ohio, United States. With a strong focus on providing personalized financial services, Raymond James offers a wide range of investment options and financial planning services to help clients achieve their financial goals. The institution is known for its experienced financial advisors who are dedicated to providing expert advice and guidance to clients. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Nathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients. Certifications and Expertise:
Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Located in Canfield, Ohio, Nathan Roman serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a wealth of certifications and specialized expertise, Nathan Roman offers comprehensive financial planning and wealth management services tailored to the unique needs of individuals, retirees, small business owners, and families.
Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC
Joel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.
Merrill Lynch Financial Advisor William J Miner
At Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.
Joel D Matthews Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joel D Matthews Sr is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a strong commitment to ethical standards and comprehensive financial planning, Joel offers a wide array of services tailored to meet the diverse needs of his clients.
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC Located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States, Elizabeth M Van Dyke offers a comprehensive suite of financial advisory services under Ameriprise Financial Services, LLC. Specializing in personalized financial planning and asset management, Elizabeth leverages a robust portfolio of certifications to provide expert advice tailored to meet the unique needs of her clients.
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