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TOP 30 Comprehensive asset management in Cleveland Heights, OH
6 results found
Search for local businesses, places and services near you
Elevate Financial Consulting
Elevate Financial Consulting is a premier finance institution located at 2150 West 117th Street in Cleveland, Ohio, United States. We specialize in providing expert financial advice and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to elevating your financial well-being through personalized strategies and top-notch service. Whether you need help with investments, retirement planning, or budgeting, Elevate Financial Consulting is here to help you reach new heights of financial success.
Sequoia Financial Group
Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™
Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™ is a reputable financial institution located at 12417 Cedar Road in Cleveland Heights, Ohio, United States. David H Lavelle, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), 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 education, or looking to grow your wealth, David H Lavelle and his team are dedicated to helping you navigate the complexities of the financial world with confidence.
Stearns Kim L MD
Dr. Kim L. Stearns, MD, is a highly esteemed Board Certified Orthopedic Surgeon specializing in Sports Medicine and Adult Reconstruction. Located at 2709 Franklin Blvd, Cleveland, OH, Dr. Stearns has been a dedicated practitioner with the Cleveland Clinic since 2006. He is renowned for his expertise in joint replacement of the hip and knee, reconstructive surgery of the knee, and arthroscopic surgery of the knee and shoulder. Professional Background:
Nicolas Piuzzi
Nicolas Piuzzi, MD, is a distinguished orthopaedic surgeon located at 1730 W 25th St, Cleveland, OH 44113, United States. As a specialist in adult joint reconstruction at the Cleveland Clinic, Dr. Piuzzi brings extensive expertise in primary and revision total hip and knee procedures. His practice focuses on treating conditions such as osteoarthritis, osteonecrosis, arthrofibrosis, osteolysis, periprosthetic infections, and periprosthetic fractures. Dr. Piuzzi serves as the Director of Cleveland Clinic Adult Joint Reconstruction Research (CCARR), leading a world-renowned team in arthroplasty research. This team is highly productive, publishing over 100 peer-reviewed manuscripts annually and conducting numerous clinical trials. The research group, supported by several funding sources, includes a dedicated staff team of program managers, data analysts, research coordinators, and research fellows.
Georgeanne G. Botek, DPM
Dr. Georgeanne G. Botek is a highly respected podiatrist located in Willoughby Hills, Ohio. She is affiliated with the renowned Cleveland Clinic and specializes in diabetic foot care, forefoot surgery (both elective and reconstructive), and musculoskeletal foot and ankle pathology. Dr. Botek brings extensive experience and expertise to her practice, having completed her residency in Podiatric Surgery with the Ohio Permanente Medical Group in Cleveland, OH, in 1996, and earning her medical degree from the Ohio College of Podiatric Medicine (Kent State University) in 1994. She also holds an undergraduate degree in English Literature from Miami University, obtained in 1990.
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