TOP 30 Investment advice in Independence, Ohio

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American Financial Services is an insurance agency located at 4444 Market Street in Youngstown, Ohio, United States. Specializing in Medicare Supplement insurance, United American has been a trusted provider since 1966. With a focus on customer service, United American offers products that allow policyholders to choose their own doctors and hospitals. In addition to Medicare Supplement insurance, United American has been providing life and health insurance since 1947, with thousands of independent agents finding success selling their policies. Known for their superior customer service, United American offers a range of insurance products to fit the needs and budgets of their customers. Whether you are looking for coverage for deductibles, out-of-pocket costs, or retiree health plans, United American is committed to providing cost-effective solutions. With an online portal for policyholders to manage claims and dedicated customer service representatives ready to assist, United American is dedicated to helping working class families achieve financial protection.

Edward Jones - Financial Advisor: Ryan Wilson is a reputable financial institution located at 6441 South Main Street in North Kingsville, Ohio. As a finance institution, they specialize in providing personalized financial planning services to help individuals achieve their financial goals. With a dedicated team led by experienced advisor Ryan Wilson, clients can expect expert advice and tailored solutions to help them navigate the complex world of finance. Whether you are looking to invest, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Ryan Wilson is committed to helping you make informed decisions and achieve financial success.

Druschel Financial Services is a reputable finance institution located at 5950 Silver Creek Road in New Middletown, Ohio, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Druschel Financial Services to guide you towards a secure financial future.

Darin Hasson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 965 Windham Court, Youngstown, Ohio, United States. Darin Hasson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial solutions, Darin Hasson is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Darin Hasson is committed to providing personalized and professional financial advice to meet your unique needs.

Thomas W. Titus is a financial advisor at Ameriprise Financial Services, LLC located at 970 Windham Court in Youngstown, Ohio, United States. With a focus on providing personalized financial solutions, Thomas helps clients reach their financial goals and secure their financial future. Each Ameriprise advisor, including Thomas W. Titus, has specific areas of expertise to best serve their clients. By reviewing their backgrounds, credentials, and experience, clients can determine which advisor aligns best with their financial needs and goals.

Philip Bova - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 965 Windham Court, Youngstown, Ohio, United States. Philip Bova offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, retirement, making smart investments, or any other financial need. The institution provides solutions for insurance coverage to protect clients and their loved ones from unexpected events. Clients can schedule a complimentary initial consultation to discuss their financial planning needs. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Philip Bova is a registered advisor with FINRA and can conduct securities business with residents of certain states. The institution emphasizes the importance of preparing for the unexpected and aims to help clients achieve their financial goals.

Renee Hefner is a Financial Advisor at Ameriprise Financial Services, LLC located at 6599 Seville Drive in Canfield, Ohio, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Renee is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients. Contact Renee Hefner at Ameriprise Financial Services for personalized financial advice and wealth management solutions.

Erin Spalding is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8170 South Avenue in Youngstown, Ohio, United States. The institution, part of The Handel2 Group, was awarded the Ameriprise Client Experience Award in 2023. They offer consultations on financial planning concepts and investment products, with a focus on providing a positive experience for their clients. Erin Spalding is registered with FINRA and can conduct securities business in specific states. Clients can expect personalized advice and guidance on achieving their financial goals. The institution emphasizes privacy and security in all interactions with clients.

Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™ is a reputable financial institution located at 3649 Canfield Road in Youngstown, Ohio. As a certified Accredited Asset Management Specialist, Lori A Ferreri provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™ is dedicated to helping individuals and families secure their financial future.

On Track Financial Services is a finance institution located at 158 North Main Street in Columbiana, Ohio, United States. We specialize in providing a wide range of financial services to help individuals and businesses stay on track with their financial goals. Our experienced team of professionals offers personalized financial solutions, including budgeting, investment planning, retirement planning, and more. Whether you're looking to save for the future or grow your wealth, On Track Financial Services is here to help you navigate the complexities of the financial world.

Bradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a reputable finance institution offering a wide range of services to meet the financial needs of individuals. The institution boasts a team of highly qualified professionals with various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors at Bradley A Handel have the expertise and knowledge to provide top-notch financial advice and services to their clients. The institution specializes in asset management, estate planning, retirement planning, investment strategies, and more, catering to the needs of retirees, small business owners, high net worth clients, and individuals with special financial considerations. The advisors at Bradley A Handel are committed to upholding a code of ethics and providing personalized financial solutions to help clients achieve their financial goals.

The Handel2 Group - Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a finance institution that focuses on providing personalized investment and financial planning services. The Handel2 Group has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at The Handel2 Group is committed to helping clients navigate the complexities of financial planning and adjust their approach as life changes. To learn more about how The Handel2 Group can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and advisors are registered to do business in certain U.S. states.

FFG Wealth Management, LLC is a finance institution located at 135 South Main Street in Columbiana, Ohio, United States. Our team understands that no two retirements are the same, which is why we tailor our guidance to meet your specific needs. Whether you are looking for a review of your current financial situation or a retirement plan that will last for the next 30-plus years, we have the experience and knowledge to guide you through the process. If you are nervously nearing retirement, we have compiled a list of do's and don'ts to help keep you on track. Additionally, we offer a guide on how to create income in retirement, addressing common misconceptions about annuities. As an independent firm, we can help you develop a custom financial strategy using a wide array of products and services to meet your specific needs, no matter how close you are to retirement.

JanJanin Financial Group is a leading finance institution located at 1045 Tiffany South in Youngstown, Ohio, United States. With a strong reputation for providing expert financial services, JanJanin Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is dedicated to helping you achieve your financial goals. Trust JanJanin Financial Group to provide personalized, reliable, and innovative financial solutions to help you secure a brighter financial future.

Chrystal Swope - Morgan Stanley is a finance institution located at 3635 Boardman-Canfield Road in Canfield, Ohio, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals led by Chrystal Swope, clients can expect personalized advice and strategic solutions tailored to their specific needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Chrystal Swope - Morgan Stanley is dedicated to providing top-notch financial guidance and support.

Edward Jones - Financial Advisor: Mike Holdford, AAMS™ is a reputable financial institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. As a trusted financial advisor, Mike Holdford, AAMS™, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Contact Mike Holdford, AAMS™ today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Jason Witkoski is a reputable finance institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. With a focus on providing personalized financial advice and guidance, Jason Witkoski helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Jason Witkoski is dedicated to helping clients achieve their financial goals and secure their financial future.

Brian McCarty - Thrivent is a financial institution located at 46 South Main Street in Poland, Ohio, United States. They are licensed in multiple states including AZ, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Stephanie McCarty - Thrivent is a finance institution located at 46 South Main Street, Poland, Ohio, United States. They are licensed in multiple states including AZ, CO, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.

McNally Financial - Prudential is a trusted finance institution located at 211 South Main Street in Poland, Ohio, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, McNally Financial - Prudential provides expert advice and personalized strategies to help clients navigate the complexities of the financial world. Whether you're looking to invest, plan for retirement, or secure a loan, this institution is dedicated to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.

Christina M. Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. Christina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. Christina's specialized knowledge allows her to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Christina can help guide you through the complex world of finance with professionalism and expertise. Contact Christina M. Matthews today for personalized financial advice and wealth management services.

Kyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.

Tolmiros Financial Designs is a premier finance institution located at 4308 Belmont Avenue in Youngstown, Ohio, United States. With a team of expert financial advisors, we provide customized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, our experienced professionals are here to assist you every step of the way. Trust Tolmiros Financial Designs to help you secure your financial future.

Edward Jones - Financial Advisor: Jay Bowler is a reputable financial institution located at 1040 Lake Avenue in Ashtabula, Ohio, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With Jay Bowler at the helm, clients can trust in his expertise and dedication to providing top-notch financial guidance. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones - Financial Advisor: Jay Bowler is committed to helping you navigate the complexities of the financial world with confidence.

Brian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.

Austin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.

Shively, Rider & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3010 State Route 5 in Cortland, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device. The institution provides regular reviews and updates to help clients track their progress towards their financial goals. They offer complimentary initial consultations to discuss specific needs and objectives. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for privacy and security. The institution cannot guarantee future financial results but strives to help clients achieve their financial aspirations.

Hannon & Associates Financial is a reputable finance institution located at 47 Westchester Drive in Youngstown, Ohio. Our team of experienced professionals is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or wealth management, we are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Ernie Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice, Ernie offers expertise in various areas of finance to help clients achieve their financial goals. As an Ameriprise advisor, Ernie has a specific area of focus that aligns with your financial needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. If you are interested in working with Ernie, you can fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. During this meeting, Ernie will discuss your financial goals and create a customized plan to help you reach them.

Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.