TOP 10 Financial institutes in Independence, Ohio

Located at 36855 American Way in Avon, Ohio, the Edgewater Investment Group is a finance institution offering sophisticated wealth management services tailored to individual needs. With a client-focused approach, their team of professionals is dedicated to guiding clients through the complexities of the financial world with comprehensive plans designed to align with specific investment requirements. Specializing in unique solutions for business owners, entrepreneurs, foundations, and non-profits, Edgewater Investment Group delivers trusted and comprehensive guidance to support various financial needs and goals. With expertise in planning for today and future generations, they provide objective, strategic advice and operational support as needed.

Kesselman Wealth Management is a premier finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing top-notch service and expertise, we strive to build long-lasting relationships with our clients based on trust and transparency. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Kesselman Wealth Management is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Raymond James & Associates is a finance institution located at 24950 Country Club Boulevard in North Olmsted, Ohio, United States. With a strong reputation for providing personalized financial services, Raymond James & Associates offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Raymond James & Associates can help you navigate the complex world of finance with confidence.

Highland Consulting Associates, Inc. is a finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Specializing in serving as fiduciaries to retirement plan sponsors, foundations & endowments, and individuals, they offer unbiased advice and have a knowledgeable and experienced team known for consistently delivering value. With a focus on putting the client first in every opportunity and interaction, they are one of the largest investment consultants worldwide. Their fee-only independence ensures unbiased advice aligned with your goals. With decades of ERISA plan experience, they can help integrate benefits, budget, and employee retirement readiness goals. As Investor Advocates®, they provide commission-free and conflict-free advice since 1993. Ranked 47th largest investment consultant by worldwide institutional assets under advisement, Highland Consulting Associates, Inc. is dedicated to stewarding investments thoughtfully and successfully.

Federal Benefits Consulting of OH is a finance institution located at 7172 Columbia Road in Ohio, United States. Our mission is to educate federal employees about the various financial, insurance, budget, and tax options available to help them achieve their financial goals. We provide information on wealth, economy, taxes, and risks that individuals may face. Through helpful links and resources, we aim to empower our clients to make informed decisions about their finances. Our services include maximizing benefits such as CSRS, FERS, FEGLI, TSP, and more. Please note that starting January 3rd, 2024, we will be operating by appointment only. Securities are offered through Fortune Financial Services, Inc., Member FINRA/SIPC, and advisory services are provided by Prosperity Wealth Management. Brew Crew Enterprises, LLC, doing business as Federal Benefits Consulting of OH, Nicole E Brewer & Crew, Prosperity Wealth Management, and Fortune Financial Services, Inc are separate entities.

Wealth Health, LLC is a financial institution located at 35651 Detroit Road in Avon, Ohio, United States. At Wealth Health, LLC, we specialize in helping individuals and families achieve financial wellness and security. Our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and wealth preservation strategies. Whether you are just starting to build your wealth or looking to protect and grow your assets, Wealth Health, LLC is here to help you reach your financial goals. Contact us today to schedule a consultation and take the first step towards a healthier financial future.

Johnson Bentley Wealth Partners of Raymond James is a premier financial institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Specializing in wealth management and financial planning, our team of experienced professionals 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 the highest level of expertise and integrity in the finance industry. Trust Johnson Bentley Wealth Partners of Raymond James to guide you towards a secure and prosperous financial future.

Balser Wealth Management, LLC is a finance institution located at 36873 Harriman Trail, Avon, Ohio, United States. At Balser Wealth Management, LLC, we specialize in helping "entreprofessionals" achieve increased lifestyle and financial freedom by relieving their money-related stress. Our team of advisors is here to assist with any financial questions or concerns you may have, no matter how big or small. Whether you need quick guidance or are considering hiring a financial advisor, we are here to support you every step of the way. Join us every Tuesday for "My Two Cents," where we provide valuable financial insights in just a few minutes. Book a free consultation with us today and take the first step towards a more secure financial future.

Tim Herling - Raymond James is a finance institution located at 27865 Clemens Road in Westlake, Ohio, United States. With a focus on providing personalized financial services, our team at Tim Herling - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust in us to provide expert advice and tailored solutions to help you secure your financial future.

Halo Wealth Management, LLC is a premier financial institution located at 28970 Lorain Road in North Olmsted, Ohio, United States. Specializing in finance, Halo Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, Halo Wealth Management is dedicated to helping clients build and protect their wealth for the future. Whether you are looking for investment advice, retirement planning, or estate planning services, Halo Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Prosperity Capital Advisors is a leading financial institution located at 30400 Detroit Road in Westlake, Ohio. Specializing in wealth management and investment services, their team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and expert guidance, Prosperity Capital Advisors is committed to providing top-tier financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Prosperity Capital Advisors is here to help you navigate the complex world of finance with confidence and success.

darrenMORGAN Asset Management is a finance institution located at 28906 Lorain Road in North Olmsted, Ohio, United States. With a focus on managing assets and investments, our experienced team provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, darrenMORGAN Asset Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about our services and how we can assist you in securing your financial future.

Fairpoint Wealth Management, located at 9355 Basswood Drive in Olmsted Falls, Ohio, is a finance institution led by a dedicated Financial Advisor & President. The institution is committed to helping individuals maximize their wealth in order to enjoy a comfortable retirement. As an independent advisor, Fairpoint Wealth Management works exclusively for their clients, ensuring there is no conflict of interest. The institution does not sell financial products such as insurance, annuities, or expensive mutual funds. Clients can expect expert, fiduciary advice and personalized investment guidance tailored to their specific goals. Fairpoint Wealth Management also offers insights and tips through their investing & retirement blog, The 401(k) Millionaire, to help individuals make informed financial decisions. Please note that Fairpoint Wealth Management, LLC is a registered investment adviser offering services in Ohio and other exempted jurisdictions. The information provided on their website is for informational purposes only, and individuals should consult with a financial advisor, accountant, or legal counsel before making any financial decisions.

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.

Legacy Capital Advisors, LLC-Norwalk is a finance and insurance agency located at 1151 Peru Olena Road West in Norwalk, Ohio, United States. With a focus on insuring a bright future for families and businesses, Legacy Capital Advisors offers non-cookie cutter investment solutions. They provide financial and legacy planning services to help clients achieve their goals. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. Please note that Legacy Capital Advisors and Cambridge are not affiliated. This institution serves individuals in states such as AK, FL, GA, IN, KY, MI, NY, NC, OH, PA, SC, TN, TX, and AR. Clients are encouraged to check the background of firms and investment professionals on FINRA's BrokerCheck. It is important to note that when accessing third-party websites linked to Legacy Capital Advisors' site, individuals assume total responsibility and risk. The institution makes no representation regarding the completeness or accuracy of information provided on external websites and is not liable for any technical or system issues that may arise.

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.

Paradigm Wealth Management LLC is a leading financial institution located at 159 Crocker Park Boulevard in Cleveland, Ohio, United States. Specializing in personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on strategic investment planning, risk management, and asset allocation, we provide comprehensive financial services tailored to each client's unique needs. Trust Paradigm Wealth Management LLC to guide you towards financial success and peace of mind.

Molnar Wealth Management is a leading finance institution located at 33997 Hickory Court in Avon, Ohio, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

Jason M. Orsky Wealth Management is a reputable finance institution located at 671 Columbia Road in Westlake, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, our experts are here to guide you every step of the way. Trust Jason M. Orsky Wealth Management to help you secure your financial future.

ICS Consultancies is a finance institution located at 26699 Brookpark Extension in North Olmsted, Ohio. Our team of experienced consultants provides a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, investing, or retirement planning, our experts are here to help. Trust ICS Consultancies to provide personalized financial solutions tailored to your specific needs and goals. Visit us today to learn more about how we can help you achieve financial success.

Van Dootingh Mosher Mellen is a prestigious accounting and finance institution located at 105 Cleveland Road in Norwalk, Ohio, United States. With a team of highly qualified professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Van Dootingh Mosher Mellen is dedicated to helping you achieve your financial goals. Visit their office today to experience their expertise and commitment to excellence in the field of accounting and finance.

Cornerstone Wealth Management is a premier financial institution located at 27366 Center Ridge Road in Westlake, Ohio. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. From retirement planning to investment management, we offer a wide range of services tailored to meet the unique needs of each individual. Trust Cornerstone Wealth Management to be your partner in building a strong financial foundation for the future.

Tim Eyerman - Raymond James is a reputable finance institution located at 10883 Pearl Road in Strongsville, Ohio, United States. With a strong focus on providing personalized financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Backed by the resources and expertise of Raymond James, Tim Eyerman provides professional and reliable financial guidance to individuals, families, and businesses. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Tim Eyerman - Raymond James is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Plum Creek Wealth Advisors is a finance institution located at 25586 Bagley Road in Olmsted Falls, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Fourth Dimension Wealth, LLC is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. Their website features helpful calculators and resources to assist clients in understanding financial concepts and achieving their financial goals. Fourth Dimension Wealth is dedicated to educating clients about financial planning and providing access to market performance data. They are registered investment advisors and offer securities through LPL Financial. Clients can trust in the expertise of the professionals at Fourth Dimension Wealth to help them see the big picture and make informed financial decisions. Residents of other states should check with the institution to ensure compliance with regulations.

The Estate Planning Team, Inc. is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. Specializing in estate planning services, our team of professionals is dedicated to helping clients create and protect their financial legacies for future generations. With a focus on personalized solutions and expert guidance, we strive to ensure that our clients' assets are managed and distributed according to their wishes. Trust The Estate Planning Team, Inc. to provide comprehensive and reliable financial planning services tailored to your individual needs.

Intentional Wealth Partners is a finance institution located at 7017 Pearl Road in Cleveland, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide expert guidance and support every step of the way. At Intentional Wealth Partners, we prioritize understanding our clients' unique needs and goals to create tailored financial plans that align with their aspirations. Contact us today to learn more about how we can help you build and protect your wealth for the future.

Valued Capital Advisors is a finance institution located at 13374 Ridge Road, North Royalton, Ohio, United States. Our team is made up of positive and grateful individuals who prioritize integrity and empathy in all client and professional relationships. We go above and beyond our promises to provide advice not only on financial matters, but also on important life decisions such as major purchases, student loans, home improvements, elder care, and bereavement support. We specialize in addressing the investment, retirement, and wealth preservation needs of families and individuals. Our focus extends beyond just financial capital to include Family Values Capital, Relationship Dynamics Capital, and other valued issues that are important to our clients.

401(k) Prosperity is a leading finance institution located at 7000 Fitzwater Road in Brecksville, Ohio, United States. Specializing in retirement planning and investment management, our team of experts is dedicated to helping individuals achieve financial security and prosperity through their 401(k) accounts. With a focus on personalized strategies and long-term growth, we strive to empower our clients to make informed decisions and secure a prosperous future. Contact us today to learn more about how 401(k) Prosperity can help you reach your financial goals.

Stratos Wealth Partners is a finance institution located at 1929 East Royalton Road, Broadview Heights, Ohio, United States. They believe in fully aligning with your needs and goals to provide experienced and knowledgeable assistance on your journey to financial freedom. Clients choose Stratos Wealth Partners because they prioritize their interests in every decision and action. They offer guidance on a wide range of financial concerns, from retirement planning to business growth and estate protection, aiming to simplify the complexity of managing multiple financial considerations. Stratos Wealth Partners has access to independent research on the economy and markets, allowing them to offer professional financial guidance and impartial strategies for wealth accumulation and management. They work closely with other advisers, such as tax professionals and attorneys, to develop holistic solutions for their clients. Their approach is always aligned with the clients' needs, delivered in an objective manner. Stratos Wealth Partners was ranked 29th in 2023 and received an award for their commitment to client interests and holistic financial guidance.