TOP 30 Family offices in Cleveland, Ohio
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Cyprium Partners
● ClosedCyprium Partners is a finance institution located at 200 Public Square in Cleveland, Ohio, United States. For the past 25 years, they have been providing non-control capital and strategic guidance to middle-market business owners and management teams. Their investments range from $5 million to $60 million, tailored to the unique needs of each company. The experienced team at Cyprium Partners offers practical support and expert resources to help companies achieve their vision. Entrepreneurs, families, and management teams choose Cyprium for their collaborative culture and ability to drive future value. Visit their office at 1140 Avenue of the Americas, 9th Floor in New York, NY 10036.
200 Public Square #2020, Cleveland, OH 44114, United States -
Sequoia Financial Group
● ClosedSequoia 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.
6095 Parkland Blvd #210, Mayfield Heights, OH 44124, United States -
The Cleaning Authority - Solon
● ClosedThe Cleaning Authority - Solon is a professional cleaning institution located at 6559-A Cochran Road in Solon, Ohio, United States. We specialize in deep cleaning each room of your home on a rotating basis, ensuring that your living space is always thoroughly sanitized and sparkling clean. From daily use areas to hard-to-reach grout, we handle it all so you can enjoy your home without the stress of cleaning. Our team of expert maids is dedicated to providing exceptional house cleaning services to homes in Solon, Hudson, Aurora, Chagrin Falls, Mayfield Heights, Twinsburg, and surrounding Cleveland communities. We go beyond basic cleaning to focus on the smallest details, using our exclusive Detail-Clean Rotation System to ensure every corner and countertop is spotless. Using environmentally-conscious products and responsible chemicals, we prioritize the health and safety of your family while giving your home a fresh, clean look. Whether it's the kitchen, bathroom, bedroom, or living areas, we guarantee a thorough and detailed clean that will leave your home looking good as new.
6559-A Cochran Rd, Solon, OH 44139, United States -
Chlebina Capital Management, LLC
● ClosedChlebina Capital Management, LLC is a finance institution located at 843 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals specializes in providing comprehensive financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, we are dedicated to helping you succeed. Contact us today to learn more about how we can assist you in managing your capital effectively.
843 N Cleveland Massillon Rd #12, Akron, OH 44333, United States -
Northeast Factory Direct
● ClosedNortheast Factory Direct is a furniture store, general contractor, and home goods store located at 3321 West 140th Street in Cleveland, Ohio. We offer a wide selection of high quality, stylish name brand furniture at the lowest prices possible. Our showroom is fully stocked with furniture, cabinets, hot tubs, mattresses, and more to help you create the perfect home sanctuary. We have strong relationships with manufacturers, allowing us to offer incredibly low pricing directly from the factory to you. Brands such as Ashley Furniture, Flexsteel, CalSpa, and Coaster Furniture can be found in our warehouse of great values. Serving the Maple Heights, Macedonia, North Canton, and northeast Ohio areas, we are committed to providing the most current trends in home furnishings at affordable prices. Visit us today to find the perfect furniture for you and your family!
3321 W 140th St, Cleveland, OH 44111, United States -
National Design Mart Cincinnati Division
● ClosedNational Design Mart Cincinnati Division is a premier furniture and home goods store located at 11501 Goldcoast Drive in Cincinnati, Ohio. With a sprawling 150,000 sq. ft. showroom, we are Northeast Ohio's go-to destination for all your flooring, countertops, cabinets, furniture, and decor needs. Our in-house designers are dedicated to helping you bring your design ideas to life. Whether you are looking to coordinate cabinets, countertops, and flooring or simply need guidance on product selection, our designers are here to assist you every step of the way.
11501 Goldcoast Dr, Cincinnati, OH 45249, United States -
The Leone Wealth Management Group - Morgan Stanley Financial Advisors
● OpenThe Leone Wealth Management Group - Morgan Stanley Financial Advisors is a prestigious financial institution located at 200 Public Square in Cleveland, Ohio, United States. Our team of experienced advisors at Morgan Stanley offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is committed to providing expert guidance and support. Trust in the expertise of The Leone Wealth Management Group - Morgan Stanley Financial Advisors for all your financial needs.
200 Public Square Suite 2600, Cleveland, OH 44114, United States -
Moss Wealth Management - UBS Financial Services Inc.
● OpenMoss Wealth Management - UBS Financial Services Inc. is a prominent finance institution located at 600 Superior Avenue in Cleveland, Ohio, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer personalized solutions tailored to your unique needs. Trust Moss Wealth Management - UBS Financial Services Inc. to guide you towards a secure financial future.
600 Superior Ave 27th Floor, Cleveland, OH 44114, United States -
Wesley Crowley - Morgan Stanley Financial Advisor
● OpenWesley Crowley - Morgan Stanley Financial Advisor is a leading finance institution located at 200 Public Square in Cleveland, Ohio, United States. As a trusted advisor, Wesley Crowley provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and portfolio diversification, Wesley Crowley - Morgan Stanley Financial Advisor is committed to helping clients navigate the complexities of the financial market and secure a stable financial future.
200 Public Square Suite 2600, Cleveland, OH 44114, United States -
John Michael Moss - UBS Financial Services Inc.
● OpenJohn Michael Moss - UBS Financial Services Inc. is a reputable financial institution located at 600 Superior Avenue in Cleveland, Ohio, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, they provide personalized advice and tailored solutions to meet the unique needs of each individual or business. Whether you are looking for investment opportunities, retirement planning, or wealth management, John Michael Moss - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
600 Superior Ave 27th Floor, Cleveland, OH 44114, United States -
Bank of America Private Client Advisor Omid Sattarian
● OpenBank of America Private Client Advisor Omid Sattarian, located at 1375 East 9th Street in Cleveland, Ohio, is a finance institution specializing in providing customized financial strategies to ultra-high-net-worth individuals, families, family offices, and foundations. Omid Sattarian, a Senior Vice President and Private Client Advisor, brings a wealth of experience catering to the unique needs of entrepreneurs, business owners, and multi-generational families. With a focus on long-term relationships, Omid works with a team of specialists to address investment management, trust and estate planning, banking and lending, family office services, philanthropy, and business succession planning. Omid's background includes senior roles at Wells Fargo Private Bank and PNC Wealth Management, with a strong emphasis on high-net-worth client needs. He holds a CERTIFIED FINANCIAL PLANNER certification and is dedicated to community service, serving on the Board of Directors of Towards Employment. The team at Bank of America Private Client Advisor Omid Sattarian is committed to building strong client relationships based on trust and personal experience, with a focus on creating strategies that meet clients' current and future needs and goals. With a history of over 200 years, Bank of America Private Bank offers personalized financial solutions to help clients navigate the complexities of managing significant wealth.
1375 E 9th St, Cleveland, OH 44114, United States -
Owen McBride, CFP, CLU, CEPA - UBS Financial Services Inc.
● OpenOwen McBride, CFP, CLU, CEPA - UBS Financial Services Inc. is a leading financial institution located in Cleveland, Ohio, United States. Specializing in comprehensive financial planning, wealth management, and estate planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and support to help them secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
600 Superior Avenue East 26th +, 27th Floor, Cleveland, OH 44114, United States -
Fifth Third Private Bank - Michael A. Niederst CFP®, CPA
● ClosedFifth Third Private Bank - Michael A. Niederst CFP®, CPA is a prestigious financial institution located at 600 Superior Avenue in Cleveland, Ohio, United States. Specializing in wealth management and financial planning, their team of experts led by Michael A. Niederst, a certified financial planner and certified public accountant, provides personalized services to help clients achieve their financial goals. With a reputation for excellence and a commitment to client satisfaction, Fifth Third Private Bank is a trusted partner for individuals seeking expert financial advice and tailored solutions.
600 Superior Ave, Cleveland, OH 44114, United States -
Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™
● OpenEdward 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.
12417 Cedar Rd Ste #15, Cleveland Heights, OH 44106, United States -
Keystone Wealth Management - Morgan Stanley
● OpenKeystone Wealth Management - Morgan Stanley is a leading financial institution located at 200 Public Square in Cleveland, Ohio. As part of the prestigious Morgan Stanley brand, Keystone Wealth Management offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and experts in wealth management, investment strategies, and financial planning, Keystone Wealth Management is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Keystone Wealth Management - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
200 Public Square Suite 2600, Cleveland, OH 44114, United States -
The Private Trust Company
● OpenThe Private Trust Company is a prestigious financial institution located at 1422 Euclid Avenue in Cleveland, Ohio, United States. Specializing in wealth management, trust services, and private banking, The Private Trust Company offers personalized financial solutions to high-net-worth individuals and families. With a reputation for excellence and discretion, this institution is a trusted partner for those seeking expert financial advice and tailored investment strategies. Visit The Private Trust Company for all your banking and financial needs.
1422 Euclid Ave # 1130, Cleveland, OH 44115, United States -
Boyd Watterson Asset Management LLC
● ClosedBoyd Watterson Asset Management LLC is a reputable finance institution located at 1301 East 9th Street in Cleveland, Ohio, United States. With a strong track record of managing assets for clients, Boyd Watterson offers a wide range of investment services and solutions to help individuals and organizations achieve their financial goals. Their team of experienced professionals provides personalized advice and strategic guidance to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Boyd Watterson Asset Management LLC is dedicated to helping you succeed.
1301 E 9th St #2900, Cleveland, OH 44114, United States -
Fifth Third Private Bank - Nicole Smith
● ClosedFifth Third Private Bank - Nicole Smith is a prestigious financial institution located at 600 Superior Avenue in Cleveland, Ohio, United States. As a private bank, they offer personalized and tailored financial services to high-net-worth individuals, families, and businesses. With Nicole Smith at the helm, clients can expect expert advice and guidance on wealth management, investment strategies, estate planning, and more. Trust Fifth Third Private Bank to provide the highest level of service and expertise for all your financial needs.
600 Superior Ave, Cleveland, OH 44114, United States -
Fifth Third Private Bank - Louis Groza
● ClosedFifth Third Private Bank - Louis Groza is a prestigious financial institution located at 600 Superior Avenue in Cleveland, Ohio, United States. As a private bank, they offer personalized financial services and investment strategies to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, Fifth Third Private Bank - Louis Groza is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals, including the renowned financial advisor Louis Groza, is committed to delivering exceptional service and expertise in wealth management.
600 Superior Ave, Cleveland, OH 44114, United States -
Huntington Private Bank
● ClosedHuntington Private Bank is a premier financial institution located at 200 Public Square in Cleveland, Ohio, United States. Our dedicated team of professionals offers a wide range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. As a federally registered service mark of Huntington Bancshares Incorporated, we strive to provide personalized and comprehensive financial solutions to meet our clients' needs. Trust in Huntington Private Bank for all your financial needs.
200 Public Square, Cleveland, OH 44114, United States -
Ryan Spengler - Thrivent
● ClosedRyan Spengler - Thrivent is a finance institution located at 127 East Liberty Street in Wooster, Ohio. As a Christian Financial Professional, Ryan Spengler offers dedicated planning services to clients in Wooster, Wayne County, and surrounding areas in Northeast Ohio. He is licensed in multiple states, including AL, AZ, CA, CO, FL, GA, IA, IN, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, and WV. Ryan Spengler serves clients in Wooster, Akron, Cleveland, and Northeast Ohio, helping them navigate their financial journey with education and guidance. Whether you are just starting out, in the middle of life, or planning for retirement, Ryan can provide valuable financial resources. He is available for in-person meetings at his office locations or virtually through digital platforms.
127 E Liberty St Suite 395, Wooster, OH 44691, United States -
North Star Wealth Management
● ClosedNorth Star Wealth Management is a premier finance institution located in Akron, Ohio. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At North Star Wealth Management, we pride ourselves on providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Visit us at 300 North Cleveland Massillon Road to learn how we can help you reach your financial goals.
300 N Cleveland Massillon Rd, Akron, OH 44333, United States -
Steven Scherer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteven Scherer, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 8710 Cleveland Avenue Northwest in North Canton, Ohio, United States. With a focus on finance, Steven Scherer offers personalized financial advice to help clients achieve their financial goals. At Ameriprise, each advisor has their own "Top areas of focus," allowing clients to find an advisor whose approach aligns best with their needs. Clients can review Steven Scherer's background, credentials, and experience to ensure they are making the right choice for their financial future.
8710 Cleveland Ave NW, North Canton, OH 44720, United States -
Patricia M. Abraham
● OpenPatricia M. Abraham is a reputable finance institution located at 5409 Biddulph Road in Cleveland, Ohio. With a strong commitment to providing personalized financial solutions, Patricia M. Abraham offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our experienced team of professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
5409 Biddulph Rd, Cleveland, OH 44144, United States -
Dean Supply Company
● ClosedDean Supply Company is a one-stop shop for all your food, furniture, and home goods needs. Located at 3500 Woodland Avenue in Cleveland, Ohio, this store offers a wide range of products to help you make your house a home. Whether you're looking for kitchen supplies, restaurant equipment, or stylish furniture, Dean Supply Company has got you covered. With a reputation for quality products and excellent customer service, this store is a must-visit for anyone in the Cleveland area.
3500 Woodland Ave, Cleveland, OH 44115, United States -
National Design Mart Wooster
● ClosedNational Design Mart Wooster is a premier destination for all your home design needs, located at 5252 Cleveland Road in Wooster, Ohio. As a furniture store, hardware store, and home goods store all in one, we offer a wide variety of products to help you create the perfect space. Our 150,000 sq. ft. showroom features beautiful displays, and our in-house designers are available to help you plan and budget your project. Our experienced interior designers can assist you in turning your ideas into reality, whether you're looking to coordinate cabinets, countertops, or flooring. We provide expert advice on our products and can help you manage your project from start to finish. Additionally, we offer financing options for qualified applicants with approved credit.
5252 Cleveland Rd, Wooster, OH 44691, United States -
Herman Legal Group, LLC
● ClosedHerman Legal Group, LLC is a trusted and experienced immigration law firm located at 1-38 Triangle Park Drive in Cincinnati, Ohio. Our team of nationally-recognized immigration attorneys is committed to providing expert legal services for a variety of immigration and general legal matters in Cincinnati and surrounding areas. We truly care about our clients and their families, taking the time to understand their unique situations. Our team speaks 12 different languages, including Arabic, to better serve our diverse community. Although our headquarters are in Cleveland, Ohio, we have a dedicated office in Georgetown Village in Cincinnati. Our office hours are Monday to Friday from 8 am to 8 pm, and Saturday from 9 am to 2 pm. We are closed on Sundays.
Georgetown Village, 1-38 Triangle Park Dr, Cincinnati, OH 45246, United States -
Herman Legal Group, LLC
● ClosedHerman Legal Group, LLC is a trusted and experienced immigration law firm located at 257 Regency Ridge Drive in Dayton, Ohio. Our team of nationally-recognized immigration attorneys is dedicated to providing expert legal services to the communities in Dayton and surrounding areas. We prioritize getting to know our clients and understanding the intricacies of their situations. Our team speaks 12 different languages, including Arabic, to better serve our diverse clientele. Dayton is a community we hold dear, with its rich cultural history and diverse population. While our headquarters are in Cleveland, Ohio, we have a dedicated office in Dayton to better serve the community. Our office hours are flexible, with evening and weekend appointments available for your convenience.
257 Regency Ridge Dr, Dayton, OH 45459, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2168 West 117th Street in Cleveland, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial guidance to help you achieve your goals. Visit us today to experience top-notch accounting services in a welcoming and professional environment.
2168 W 117th St, Cleveland, OH 44111, United States -
Tone, Grubbe, McGory & Vermeeren, Ltd
● ClosedTone, Grubbe, McGory & Vermeeren, Ltd is a reputable law firm located at 1401 Cleveland Road West in Sandusky, Ohio, United States. With a team of experienced and skilled lawyers, they provide a wide range of legal services to their clients. Whether you need assistance with personal injury cases, family law matters, or business litigation, this firm is dedicated to providing top-notch legal representation. With a commitment to excellence and a track record of success, Tone, Grubbe, McGory & Vermeeren, Ltd is a trusted choice for all your legal needs.
1401 Cleveland Rd W, Sandusky, OH 44870, United States
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