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The 30 Best Financial planning independence in Cleveland, Ohio

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#31

Lake Shore Insurance Agency

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Lake Shore Insurance Agency is a trusted insurance agency located at 10950 Pearl Road in Strongsville, Ohio. Serving Northeast Ohio, including Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we specialize in providing smarter insurance solutions tailored to your specific needs. Our team of experts understands the risks your industry faces and works diligently to create innovative risk management strategies. We are dedicated to ensuring our clients' financial security and quality of life by providing expert advice and personalized attention. As your insurance advisor, we help you make informed decisions to protect yourself from the unexpected and plan for the future. Our comprehensive insurance solutions are designed to protect what matters most to you.

10950 Pearl Rd STE A4, Strongsville, OH 44136, United States
440-580-4222
lakeshoreinsurance.com
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5 1
#32

Stratos Wealth Partners

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Stratos Wealth Partners is a premier financial, health, and insurance agency located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver innovative and comprehensive financial planning services tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

291 N Cleveland Massillon Rd, Akron, OH 44333, United States
330-666-8131
Stratos Wealth Partners
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#33

Lake Shore Insurance Agency

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Lake Shore Insurance Agency, located at 6701 Chittenden Road in Hudson, Ohio, is a trusted health and insurance agency serving Northeast Ohio. With a focus on Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we provide smarter insurance solutions tailored to your unique needs. Our team of experts understands the importance of protecting your financial security and quality of life. We offer innovative risk management solutions for individuals and businesses of all sizes. Whether you're looking for coverage for your personal assets or seeking comprehensive insurance solutions for your company, we are here to help.

6701 Chittenden Rd, Hudson, OH 44236, United States
330-655-0655
lakeshoreinsurance.com
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4.3 7
#34

Akron Insurance

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Akron Insurance is an independent insurance agency located in Akron, Ohio, at 1099 South Cleveland Massillon Road. Our team is made up of professional, caring, and conscientious individuals with over 100 years of combined experience. We are committed to providing personal service and building long-lasting relationships based on trust and confidence with our clients. Whether you need auto, home, business, church, farm, life insurance, or Medicare supplements, we are here to offer the best coverage at an affordable price. As Financial Literacy Month approaches, we emphasize the importance of budgeting for small businesses and understanding how home remodels can impact your insurance coverage. Take our quiz to test your knowledge on life insurance and let us help you navigate through the myths and misconceptions. Trust Akron Insurance for all your insurance needs and experience the savings you deserve.

1099 S Cleveland Massillon Rd, Akron, OH 44321, United States
330-665-1900
akroninsurance.com
Akron Insurance Akron Insurance Akron Insurance
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#35

Alison Moses

● Open

Alison Moses is a health institution located at 5001 Rockside Road, Independence, Ohio, United States. The institution offers a variety of medical services and is committed to providing high-quality care to its patients. The staff at Alison Moses includes highly trained professionals with a range of specialties and expertise in various medical fields. The institution also provides information on accepted insurance plans and managed care options for patients in Northeast Ohio. Alison Moses is dedicated to advancing medical knowledge and collaborating with industry partners to develop new medical breakthroughs. Cleveland Clinic physicians and scientists at Alison Moses may work with pharmaceutical or medical device industries to improve patient care and support public benefit. The institution maintains a program to review collaborations with industry and minimize bias that may result from these partnerships.

5001 Rockside Rd Ste 700, Independence, OH 44131, United States
216-444-2273
my.clevelandclinic.org
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#36

Housam Haddad

● Open

Housam Haddad is a health institution located at 5001 Rockside Road, Independence, Ohio, United States. Specializing in oncology and hematology, Dr. Haddad and his team provide compassionate and expert care to their patients. With a focus on patient satisfaction, the institution strives to provide the best possible care and treatment options. Dr. Haddad's extensive medical education and training, including fellowships at Staten Island University Hospital and Cleveland Clinic, make him a trusted and knowledgeable physician in the field. Patients praise Dr. Haddad for his caring and thorough approach, as well as the professionalism and kindness of his staff. The institution accepts a variety of insurance plans and is committed to transparency in disclosing any financial conflicts of interest. With a focus on advancing medical breakthroughs and improving patient care, Housam Haddad is a trusted institution for those seeking oncology and hematology treatment.

5001 Rockside Rd, Independence, OH 44131, United States
216-444-2273
my.clevelandclinic.org
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#37

Alluvial Private Wealth (Marion)

● Open

Alluvial Private Wealth in Marion, Ohio, is a finance institution that is expanding with the opening of a new office in Northeast Ohio/Cleveland. Led by Randy Bliss, CFP®, our team of specialists is committed to serving individuals, high-net-worth families, businesses, and non-profit organizations. We offer services such as retirement planning, investment management, and special needs planning. With decades of experience and a focus on personalized service, we strive to help our clients achieve financial success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are dedicated to providing top-notch financial planning services. Visit us at 107 North Main Street to meet our team and learn more about how we can assist you with your financial goals.

107 N Main St #202, Marion, OH 43302, United States
740-244-8815
alluvialprivatewealth.com
Alluvial Private Wealth (Marion) Alluvial Private Wealth (Marion) Alluvial Private Wealth (Marion)
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#38

Paradigm Wealth Management LLC

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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.

159 Crocker Park Blvd #100, Cleveland, OH 44145, United States
440-892-5900
investpwm.com
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#39

Van Dootingh Mosher Mellen

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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.

105 Cleveland Rd # A, Norwalk, OH 44857, United States
419-668-2967
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#40

OnPoint Wealth Partners

● Open

OnPoint Wealth Partners is a leading finance institution located at 2525 Market Avenue in Cleveland, Ohio, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, OnPoint Wealth Partners is dedicated to helping our clients secure their financial future.

2525 Market Ave, Cleveland, OH 44113, United States
216-230-3700
raymondjames.com
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#41

Luma Wealth Advisors

● Closed

Luma Wealth Advisors, now known as Fairport Women, is a finance institution located at 1350 Euclid Avenue in Cleveland, Ohio, United States. As part of the Fairport Wealth community, Luma Wealth is dedicated to creating a space where wealth is more than just money. They aim to provide a supportive environment for women and their families to learn, connect, and celebrate. With a focus on the individuality of each client, Luma Wealth continues to serve with dedication and conviction. Follow them on LinkedIn, Facebook, Twitter, and Instagram as they embark on this new chapter. Thank you for your loyalty and friendship as they continue to grow and evolve.

1350 Euclid Ave Suite 400, Cleveland, OH 44115, United States
866-995-6191
lumawealth.com
Luma Wealth Advisors
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#42

Stratus Advisors

● Closed

Stratus Advisors is a leading finance institution located at 1001 Lakeside Avenue East in Cleveland, Ohio, United States. With a team of experienced financial experts, Stratus Advisors provides comprehensive financial services and strategic advice to clients seeking to optimize their investments and achieve their financial goals. Whether you are an individual investor or a corporate entity, Stratus Advisors is committed to delivering personalized solutions tailored to your unique needs and objectives. Trust in Stratus Advisors for expert financial guidance and superior service in the competitive world of finance.

1001 Lakeside Ave E, Cleveland, OH 44114, United States
216-615-7440
stratusadvisors.com
Stratus Advisors
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#43

Omega Pensions, Inc.

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Omega Pensions, Inc. is a reputable finance institution located at 812 Huron Road East in Cleveland, Ohio, United States. Specializing in pension planning and retirement services, Omega Pensions, Inc. is dedicated to helping individuals secure their financial future. With a team of experienced professionals, they offer personalized advice and solutions to meet each client's unique needs and goals. Trust Omega Pensions, Inc. to provide expert guidance and support as you plan for a comfortable and worry-free retirement.

812 Huron Rd E # 670, Cleveland, OH 44115, United States
216-348-8082
omegapensions.com
Omega Pensions, Inc.
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5 1
#44

Advance Capital Management, Inc.

● Closed

Advance Capital Management, Inc. is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a team of experienced professionals, they offer a range of financial services including investment management, financial planning, and retirement planning. Their personalized approach to wealth management ensures that clients receive tailored solutions to meet their individual financial goals. Trust Advance Capital Management, Inc. to help you secure your financial future.

5005 Rockside Rd #860, Independence, OH 44131, United States
216-520-1437
acadviser.com
Advance Capital Management, Inc. Advance Capital Management, Inc.
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#45

Organizational Consulting Group

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Organizational Consulting Group is a boutique executive compensation and retained search consulting firm located at 3303 Linden Road, Cleveland, Ohio, United States. Our team of experienced professionals pride themselves on their creativity and critical thinking skills, allowing us to tackle issues beyond the scope of traditional compensation consulting firms. With a focus on executive search, executive compensation, board compensation, salary administration plans, and IRS Intermediate Sanctions, we offer a unique blend of services tailored to meet the exact needs of our clients. Our executive search consultancy is known for making exceptional placements, introducing essential management talent into key leadership roles.

3303 Linden Rd suite 632, Cleveland, OH 44116, United States
216-410-2966
organizationalconsultinggroup.com
Organizational Consulting Group
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#46

Summit Wealth Management, LLC

● Closed

Summit Wealth Management, LLC is a finance institution located at 2150 North Cleveland Massillon Road, Akron, Ohio, United States. With a team of experienced CPA’s, the institution understands how life changes can impact your financial situation. As Registered Investment Advisors, their focus is on creating investment strategies that are tailored to your individual circumstances. Whether you are facing a financial setback or a sudden windfall, Summit Wealth Management will adjust your portfolio to ensure your future success. The institution prioritizes your comfort and will work with you until you are satisfied with your unique wealth management strategy.

2150 N Cleveland Massillon Rd Suite A, Akron, OH 44333, United States
330-659-5985
swm1.us
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#47

Will Adamczyk,CFP

● Open

Will Adamczyk, CFP is a reputable financial institution located at 12955 Cleveland Avenue Northwest in Uniontown, Ohio, United States. Specializing in financial planning and wealth management, Will Adamczyk, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the institution. Whether you are looking to invest, save for retirement, or plan for the future, Will Adamczyk, CFP is dedicated to providing top-notch financial guidance and support.

12955 Cleveland Ave NW, Uniontown, OH 44685, United States
330-699-2223 ext. 213
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#48

Christian Morton – Northwestern Mutual

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Christian Morton – Northwestern Mutual is a reputable finance institution located at 950 Main Avenue in Cleveland, Ohio, United States. With a focus on providing comprehensive financial planning services, Christian Morton – Northwestern Mutual helps clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Christian Morton – Northwestern Mutual is dedicated to helping you secure a stable financial future.

950 Main Ave, Cleveland, OH 44113, United States
440-220-2625
christianmorton.nm.com
Christian Morton – Northwestern Mutual
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5 1
#49

Johnson Investment Counsel

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Johnson Investment Counsel is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a strong focus on providing personalized investment solutions to their clients, the team at Johnson Investment Counsel is dedicated to helping individuals and families achieve their financial goals. With a wealth of experience and expertise in the finance industry, clients can trust that their investments are in good hands. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Johnson Investment Counsel is here to help you every step of the way.

5005 Rockside Rd Suite #1100, Independence, OH 44131, United States
440-877-9990
johnsoninv.com
Johnson Investment Counsel Johnson Investment Counsel Johnson Investment Counsel
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#50

Cetera Investors

● Open

Cetera Investors, located at 6133 Rockside Road in Independence, Ohio, is a finance institution dedicated to helping individuals plan for a stronger future. Their team of independent financial professionals offers flexible solutions tailored to each client's unique goals and needs. Whether you are looking to retire comfortably or make tax-smart investments, Cetera Investors is there to guide you every step of the way. With years of experience and a commitment to transparency, they are your trusted partners in achieving financial success. Visit Cetera Investors today to learn how they can help you on your journey to greater financial well-being.

6133 Rockside Rd #208, Independence, OH 44131, United States
216-573-1010
cetera.com
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#51

Huntington Private Bank

● Closed

Huntington 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
216-515-0779
huntington.com
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#52

North Star Wealth Management

● Closed

North 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
330-665-3545
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#53

Clark Guilliam Bertsch Wealth Management

● Open

Clark Guilliam Bertsch Wealth Management is a finance institution located at 875 North Cleveland Massillon Road, Akron, Ohio, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They provide securities-related services to residents of certain states in the U.S. and have restrictions based on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a privately owned website operated by a third-party. It is important to review the third-party's policies and terms and conditions before proceeding.

875 N Cleveland Massillon Rd, Akron, OH 44333, United States
330-932-4110
cgbwealthmanagement.com
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#54

Ethical Max Taxes

● Closed

Ethical Max Taxes is a reputable accounting and finance institution located at 3515 Wade Avenue in Cleveland, Ohio, United States. Our team of experienced professionals is dedicated to providing ethical and reliable tax services to individuals and businesses. We specialize in tax preparation, planning, and consulting to ensure our clients maximize their financial efficiency while remaining compliant with tax laws. Trust Ethical Max Taxes for all your accounting and finance needs.

3515 Wade Ave, Cleveland, OH 44113, United States
216-200-8154
sites.google.com
Ethical Max Taxes Ethical Max Taxes Ethical Max Taxes
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4.3 3
#55

LFS Group

● Open

LFS Group is a leading financial institution located at 2122 Saint Clair Avenue Northeast in Cleveland, Ohio, United States. Specializing in a wide range of financial services, LFS Group offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LFS Group is dedicated to providing top-notch customer service and innovative financial strategies. Whether you need assistance with wealth management, retirement planning, or investment advice, LFS Group is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure a prosperous financial future.

2122 St Clair Ave NE, Cleveland, OH 44114, United States
216-771-2400
lfs-group.com
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4.7 101
#56

H&R Block

● Closed

H&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
216-889-9702
hrblock.com
H&R Block H&R Block H&R Block
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4.7 46
#57

Rea & Associates

● Closed

Rea & Associates is a renowned accounting and finance institution located at 6300 Rockside Road in Independence, Ohio, United States. With a team of experienced professionals, they offer a wide range of accounting and financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, auditing, bookkeeping, or financial consulting, Rea & Associates has the expertise to guide you every step of the way. Their commitment to excellence and personalized service make them a trusted partner for all your accounting and financial needs.

6300 Rockside Rd, Independence, OH 44131, United States
216-573-2330
reacpa.com
Rea & Associates Rea & Associates Rea & Associates
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4.8 46
#58

Barr, Jones & Associates LLP

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Barr, Jones & Associates LLP is a law firm located at 6100 Oak Tree Boulevard in Independence, Ohio, United States. Specializing in Cleveland Divorce, Bankruptcy, and Criminal Law, our attorneys offer exceptional communication and service to our clients. Our office in Cleveland was established in 2011 and serves all of Northeastern Ohio. Whether you are in need of a divorce attorney, custody lawyer, or bankruptcy representation, our skilled team can help navigate your legal matters. We offer payment plans and accept cash, cashier's checks, and credit cards for your convenience.

6100 Oak Tree Blvd Suite 200, Independence, OH 44131, United States
216-586-5437
barrjoneslegal.com
Barr, Jones & Associates LLP Barr, Jones & Associates LLP Barr, Jones & Associates LLP
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#59

Knevel Law Co. LPA

● Closed

Knevel Law Co. LPA is a reputable law firm located at 124 Middle Avenue in Elyria, Ohio, United States. Specializing in bankruptcy law, our experienced attorneys have been serving clients in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of successfully resolving over 18,000 bankruptcy cases, we are committed to helping individuals overcome financial hardships and achieve a fresh start. At Knevel Law Co. LPA, we understand the challenges that come with financial difficulties, whether it be credit card debt, mortgage obligations, or student loans. Our team of dedicated lawyers is here to provide you with personalized solutions to help you regain financial stability and independence. We offer free initial consultations to discuss your options, whether it be filing for Chapter 7, Chapter 13, or exploring alternative routes to debt relief.

124 Middle Ave 5th floor, Elyria, OH 44035, United States
216-523-7800
knevel.com
Knevel Law Co. LPA Knevel Law Co. LPA
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#60

Real Tax Services

● Open

Real Tax Services is a leading institution offering a wide range of accounting, finance, and legal services. Located at 7224 Port Avenue in Cleveland, Ohio, our team of experienced professionals is dedicated to providing expert advice and guidance to individuals and businesses in need of tax assistance. Whether you are looking for tax preparation, financial planning, or legal counsel, Real Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you with all of your financial needs.

7224 Port Ave, Cleveland, OH 44104, United States
216-769-1808
real-tax-services-llc.ueniweb.com
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