TOP 30 Family offices in Westlake, Ohio

66 results found

Effective Living is a health institution located at 20800 Center Ridge Road in Rocky River, Ohio. We offer quality and affordable psychiatric, psychological, and counseling services for both children and adults. Our new office is now open and ready to assist you with any questions or concerns you may have. We accept a variety of insurance plans, so be sure to check our list of accepted plans. For in-person Intensive Outpatient Programs (IOP) for substance abuse, the cost is $20 per person for uninsured clients and is covered for insured clients. An intake is required for admission into the IOP program and can be arranged by calling our office at 440-333-4949.

Elios Financial Group, Inc. is a reputable finance institution located at 30700 Center Ridge Road in Westlake, Ohio, United States. With a strong commitment to providing top-notch financial services, Elios Financial Group, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced professionals at Elios Financial Group, Inc. are dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you in securing your financial future.

Edelman Financial Engines is a finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. With a focus on providing expert financial planning and investment management services, Edelman Financial Engines is dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers personalized guidance and strategies to help clients build and protect their wealth for the future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Edelman Financial Engines is committed to providing you with the tools and support you need to succeed.

Lesjak Planning, located at 1991 Crocker Road in Westlake, Ohio, is a finance institution that prides itself on building life-long relationships based on trust and respect. As a fee-only Independent Financial Planning Firm, we prioritize our clients' best interests above all else. With over 40 years of experience, our family-owned and independent firm is dedicated to transparency, trust, and integrity in all our interactions. Our team of planners, with a combined 100 years of experience, prioritize wisdom over short-term trends when making financial decisions.

Jeff Zemito – Lakeview Wealth Management is a renowned finance institution located in Westlake, Ohio, United States. With a focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experienced advisors are here to provide guidance and support every step of the way. Trust Jeff Zemito – Lakeview Wealth Management to provide you with the expert financial advice and services you need to thrive in today's ever-changing financial landscape.

Aspire Investment Management is a leading finance institution located at 1991 Crocker Road in Westlake, Ohio, United States. Specializing in investment management services, Aspire is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. With a team of experienced professionals and a commitment to excellence, Aspire Investment Management is the trusted partner for all your financial needs.

Merrill Lynch Wealth Management, located at 159 Crocker Park Boulevard in Westlake, Ohio, is a finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services. The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to identify their personal and professional goals. By leveraging industry analysts and specialists, they create financial strategies designed to meet long-term objectives and address potential challenges in the market and in life.

Century Wealth Partners is a leading finance institution located at 27865 Clemens Road in Westlake, Ohio, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. With a focus on long-term growth and preservation of capital, we strive to provide our clients with the highest level of financial expertise and customer service. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Century Wealth Partners is here to help you navigate the complexities of the financial world and secure your financial future.

Turning Point Wealth is a leading finance institution located in Westlake, Ohio. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of wealth management and achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Turning Point Wealth offers personalized solutions tailored to your unique needs. Visit us at 23550 Center Ridge Road to start your journey towards financial success today.

Brian's Furniture is a local, family-owned and operated furniture store located at 30808 Center Ridge Road in Westlake, Ohio. Specializing in home goods and custom furniture, Brian's Furniture offers a wide selection of high-quality pieces at affordable prices. During their President's Day Sale, customers can save 15% off all regularly priced Norwalk Furniture upholstery. From beautiful white material Brighton 2pc. Sectionals to custom-made pieces designed to fit your unique style, Brian's Furniture has something for everyone.

Ray Glinka is a financial advisor at Ameriprise Financial Services, LLC located at 1991 Crocker Road, Westlake, Ohio, United States. With a focus on finance, Ray Glinka offers complimentary initial consultations to discuss financial planning concepts with residents of select states where he is properly registered. Clients can expect personalized advice and guidance on achieving their financial goals. The institution provides a Client Relationship Summary Disclosure for transparency and offers insights on stock market trends and future financial results. Ameriprise Financial Services, LLC prioritizes privacy and security for all clients and adheres to strict website rules and regulations. Referrals are welcomed, and friends and family members can expect to hear from Ray Glinka soon to begin their financial journey.

David Criss is a premier finance institution located at 30159 Detroit Road in Westlake, Ohio, United States. With a reputation for excellence and a commitment to providing top-notch financial services, David Criss is a trusted partner for individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at David Criss is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.

Shore West Financial Group is a finance institution located at 2 Equity Way in Westlake, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Shore West Financial Group can help you reach your financial objectives.

Sofka Wealth Management of Raymond James is a premier financial institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. With a focus on providing personalized 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 tailored solutions to meet your needs. Trust Sofka Wealth Management of Raymond James to provide expert guidance and support as you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Chelsea A Stockhaus is a reputable finance institution located at 26600 Detroit Road in Westlake, Ohio, United States. As a dedicated financial advisor, Chelsea A Stockhaus provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a strong commitment to client satisfaction and expertise in the field of finance, Edward Jones - Financial Advisor: Chelsea A Stockhaus is a trusted partner for individuals and businesses looking to secure their financial future. Contact us today to schedule a consultation and start planning for a brighter financial tomorrow.

Drew Roggenburk - RBC Wealth Management Branch Director is a finance institution located at 2 Equity Way in Westlake, Ohio, United States. As a branch director, Drew Roggenburk oversees the operations and services provided by RBC Wealth Management to clients in the area. With a focus on wealth management and financial planning, this institution offers personalized investment strategies and guidance to help individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Drew Roggenburk and his team are dedicated to providing expert advice and support.

Michael Vulku is a Financial Advisor at Ameriprise Financial Services, LLC located at 2035 Crocker Road in Westlake, Ohio, United States. Michael holds various 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®, 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®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a trusted financial advisor, Michael is committed to providing personalized financial guidance to individuals, retirees, small business owners, and high net worth clients. Contact Michael Vulku at Ameriprise Financial Services, LLC for comprehensive financial planning services tailored to your unique needs.

Merrill Lynch Financial Advisor W Lyle Cox is a finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Headquartered in Northeast Ohio, CLE Wealth Management has a team of 9 members who have been entrusted with over $1.3B in assets as of February 2024. They provide customized advice and guidance to corporate executives, business owners, and affluent families, focusing on risk-adjusted performance relative to long-term goals. The institution offers personalized wealth management services tailored to each client's unique financial situation, goals, and priorities. They provide access to a wide range of financial solutions, investment guidance, and resources, and work closely with other professionals, such as attorneys and accountants, to help clients pursue their goals. The team is committed to building strong client relationships based on trust and personalized service, and they use the global resources of Merrill to create flexible strategies aligned with changing market conditions. The institution is dedicated to helping clients achieve their goals through thoughtful investment guidance and personalized wealth management strategies.

Bill Theis - Raymond James is a reputable finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The experienced team at Bill Theis - Raymond James is dedicated to providing personalized and professional service to each client, ensuring that their financial needs are met with expertise and care. Whether you are looking to invest for the future or plan for retirement, Bill Theis - Raymond James is a trusted partner in helping you navigate the world of finance.

Clark Wealth Management is a finance institution located at 24481 Detroit Road in Westlake, Ohio, United States. Every family, individual, and business is unique, which is why we tailor our services to reflect our clients' risk profiles, not just their advisors. Our team partners with professionals across the country who specialize in various aspects of financial planning, including asset allocation, insurance, and long-term care. Founded by Steve, a seasoned professional with 40 years of experience in insurance and financial services, Clark Wealth Management is a family practice that prides itself on providing a personal touch to each client interaction. Steve's son, Jonathan, brings 15 years of experience to the table as an Investment Advisor Representative. Together, they have built a diverse clientele of retirees, business owners, and individuals, offering personalized services tailored to each client's unique needs.

Nee Law Firm, LLC is a reputable law firm located at 26032 Detroit Road in Westlake, Ohio, United States. Specializing in various legal matters, our team of experienced lawyers provides expert guidance and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Nee Law Firm, LLC is here to assist you every step of the way. Contact us today to schedule a consultation and see how our dedicated team can help you achieve your legal goals.

Solomon, Steiner & Peck, Ltd. is a trusted law firm located at 1991 Crocker Park in Westlake, Ohio, United States. Since 1993, our team of talented attorneys has been providing exceptional legal representation to clients in the greater Cleveland community. Whether you need assistance with business law or estate planning, we are dedicated to helping individuals, families, and business owners navigate a wide range of legal issues. Our goal is to treat every client with patience, compassion, honesty, and respect, just like we would our own families. Testimonials from our clients speak to the quality of service we provide, with praise for our expertise in elder care/family law, Medicaid applications, and other legal matters. Our staff is commended for being professional, understanding, and helpful throughout the legal process. Whether you are a first-time client or a returning one, we strive to provide outstanding legal services and peace of mind to all those we serve.

Gary Coloian, DDS is a reputable dental institution located at 29160 Center Ridge Road in Westlake, Ohio, United States. Dr. Gary Coloian and his team specialize in providing high-quality dental care to patients of all ages. With a focus on preventive care and patient education, they strive to help individuals achieve and maintain optimal oral health. Services offered at Gary Coloian, DDS include routine cleanings, fillings, crowns, and cosmetic procedures. Patients can expect a warm and welcoming environment where their dental needs are met with personalized care and attention. If you are looking for a trusted dentist in the Westlake area, Gary Coloian, DDS is the place to go.

Dr. David Lasalvia is a reputable dental institution located at 26600 Detroit Road in Westlake, Ohio. As a trusted provider of dental health services, Dr. Lasalvia and his team are dedicated to providing top-quality care to their patients. With a focus on oral health and wellness, the institution offers a wide range of dental services including routine cleanings, fillings, crowns, and more. Patients can expect a professional and friendly environment where their dental needs are met with expertise and compassion. Visit Dr. David Lasalvia for all your dental care needs in Westlake, Ohio.

Dr. Thomas Dimassa is a reputable dentist located at 29143 Center Ridge Road in Westlake, Ohio, United States. With a focus on providing top-quality dental care, Dr. Dimassa and his team offer a wide range of services to help patients achieve and maintain optimal oral health. From routine cleanings and exams to more complex procedures, the staff at Dr. Thomas Dimassa's office are dedicated to ensuring each patient receives personalized care in a comfortable and welcoming environment. Whether you are in need of a simple check-up or a more extensive treatment, Dr. Thomas Dimassa is committed to helping you achieve a healthy and beautiful smile.

Dr. Mina Habashi is a reputable dentist located at 24803 Detroit Road in Westlake, Ohio. With a focus on providing top-quality dental care to patients of all ages, Dr. Habashi and her team offer a range of services including routine cleanings, fillings, crowns, and more. Their modern facility is equipped with the latest technology to ensure each patient receives personalized and effective treatment. Whether you are in need of a routine check-up or a more complex procedure, Dr. Mina Habashi is dedicated to helping you achieve optimal oral health. Visit their office today to experience compassionate care in a welcoming environment.

John M. Golski, DDS is a reputable dental institution located at 25575 Center Ridge Road in Westlake, Ohio, United States. Dr. John M. Golski and his team provide top-quality dental care services to patients of all ages. With a focus on oral health and overall well-being, the institution offers a wide range of services including routine cleanings, fillings, crowns, and cosmetic procedures. The friendly and experienced staff at John M. Golski, DDS is dedicated to providing personalized care in a comfortable and welcoming environment. Patients can trust in the expertise and professionalism of this trusted dental practice.

Engler Kristie L DDS is a reputable dental institution located at 23850 Center Ridge Road in Westlake, Ohio, United States. As a dedicated dentist, Dr. Kristie L Engler offers a wide range of dental services to ensure the oral health and well-being of her patients. With a focus on providing personalized care and utilizing the latest technology, Engler Kristie L DDS is committed to helping patients achieve and maintain a healthy smile. Visit their office for top-quality dental care in a comfortable and friendly environment.

City Dental Care, located at 17700 Lorain Avenue in Cleveland, Ohio, is a top-rated dentist institution focused on providing exceptional care and service to patients. Whether you're in need of a routine check-up or a more complex procedure, our team is dedicated to ensuring your comfort and well-being. If you're too busy to visit in person, just give us a call and we'll help you schedule an appointment with our experienced dentist as soon as possible. At City Dental Care, patient satisfaction is our top priority. Our friendly staff goes above and beyond to make sure you feel at ease during your visit. But don't just take our word for it – check out our reviews to see why we consistently outperform our competitors.

Fresenius Medical Care Cleveland Clinic Eastside is a premier health facility specializing in comprehensive dialysis services. Located at 2429 Martin Luther King Jr Dr, Cleveland, OH, this center is part of a network of dialysis facilities in Northeast Ohio dedicated to providing exceptional renal care. Services Offered: