The Best Independent financial consulting in Cleveland Heights, Ohio

Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™ 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.

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.

Dr. Georgeanne G. Botek is a highly respected podiatrist located in Willoughby Hills, Ohio. She is affiliated with the renowned Cleveland Clinic and specializes in diabetic foot care, forefoot surgery (both elective and reconstructive), and musculoskeletal foot and ankle pathology. Dr. Botek brings extensive experience and expertise to her practice, having completed her residency in Podiatric Surgery with the Ohio Permanente Medical Group in Cleveland, OH, in 1996, and earning her medical degree from the Ohio College of Podiatric Medicine (Kent State University) in 1994. She also holds an undergraduate degree in English Literature from Miami University, obtained in 1990.

Dr. Zeshaun Khawaja is a highly esteemed neurologist specializing in cerebrovascular diseases, transitions of care, value-based care, value creation, process improvement, and innovation. Based at the Cleveland Clinic's main campus, Dr. Khawaja is dedicated to providing top-tier medical care with a patient-first approach. Educational Background: - Graduate School: Case Western Reserve University School of Medicine, Cleveland, OH, 2015