The 30 Best Senior financial wellness in Cleveland, Ohio

14 results found

Landy, Hamilton & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 8710 Cleveland Avenue Northwest in North Canton, Ohio, United States. Named one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment and portfolio recommendations tailored to your goals and risk tolerance. Our team documents your objectives, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With easy access to your investments and accounts from any device, we prioritize your security and privacy. Schedule a complimentary consultation to learn more about how we can assist you in reaching your financial goals. Our advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial well-being. Let us help you plan for a secure retirement and navigate potential challenges that may impact your income. Contact us today to get started on your path to financial success.

Nathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients. Certifications and Expertise:

Jason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.

Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.

Welcome to Twin Towers Senior Living Community, a vibrant gym and health-focused retirement community located at 5343 Hamilton Avenue, Cincinnati, Ohio. Our goal is to provide a lifestyle that promotes living and aging well, with choices and comforts tailored just for you. At Twin Towers, you can choose a home that fits your lifestyle, designed with the future in mind. As a continuing care retirement community, we offer a secure environment where you can live more and worry less, with the peace of mind that comes from knowing support is available for any unexpected events. Our foundation ensures your financial future is secure, allowing you to unburden your family by making a long-term plan that enhances your quality of life.

Medicare Answers Now is a leading insurance agency located at 1213 Rockside Road in Cleveland, Ohio, United States. Our dedicated team of experts is committed to helping individuals navigate the complex world of Medicare to find the best coverage options that suit their needs and budget. Whether you are new to Medicare or looking to make changes to your current plan, we are here to provide personalized guidance and support every step of the way. Contact us today to get the answers you need for a secure and worry-free future with Medicare.

Northwestern Mutual is a reputable finance and insurance agency located at 7251 Engle Road in Cleveland, Ohio, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual offers a range of products to help individuals and families secure their financial future. The institution is known for its commitment to helping clients achieve their financial goals through personalized and comprehensive planning strategies. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is dedicated to providing top-notch service and support to meet your financial needs.

League Park Advisors LLC is a boutique investment banking firm located at 1100 Superior Avenue in Cleveland, Ohio. Specializing in advising on the sale of residential and commercial service companies, our nationally recognized practice helps business owners make life-changing decisions. Our team actively publishes research and develops relationships with buyers and investors in the residential and commercial services industry. With longstanding connections to trade organizations such as NexStar, Service Excellence, and Explore the Trades, we are well-positioned to maximize value for seamless transactions. Our experienced team has expertise in a variety of industries including consumer, healthcare, solar, specialty distribution, and technology. As Middle Market Advisors, our two senior bankers bring over 60 years of experience to the table. We are dedicated to our core values of enthusiasm, honesty, and diligence, always ready to take on new challenges with a "no excuses, show up and work hard" mentality.

Bank of America Private Client Advisor Omid Sattarian, located at 1375 East 9th Street in Cleveland, Ohio, is a finance institution specializing in providing customized financial strategies to ultra-high-net-worth individuals, families, family offices, and foundations. Omid Sattarian, a Senior Vice President and Private Client Advisor, brings a wealth of experience catering to the unique needs of entrepreneurs, business owners, and multi-generational families. With a focus on long-term relationships, Omid works with a team of specialists to address investment management, trust and estate planning, banking and lending, family office services, philanthropy, and business succession planning. Omid's background includes senior roles at Wells Fargo Private Bank and PNC Wealth Management, with a strong emphasis on high-net-worth client needs. He holds a CERTIFIED FINANCIAL PLANNER certification and is dedicated to community service, serving on the Board of Directors of Towards Employment. The team at Bank of America Private Client Advisor Omid Sattarian is committed to building strong client relationships based on trust and personal experience, with a focus on creating strategies that meet clients' current and future needs and goals. With a history of over 200 years, Bank of America Private Bank offers personalized financial solutions to help clients navigate the complexities of managing significant wealth.

Doctor, Health About Dr. Michelle D. Inkster, MD:

Dr. Jean-Paul Achkar is a highly esteemed Staff Physician in the Department of Gastroenterology at the Digestive Disease Center, located on the Main Campus of Cleveland Clinic. With extensive expertise in gastroenterology, Dr. Achkar specializes in Crohn's disease and ulcerative colitis, offering top-tier medical care to patients with inflammatory bowel disease (IBD). Professional Background:

Dr. Ardeshir Z. Hashmi, MD, FACP, is a distinguished medical professional serving as the Endowed Chair of Geriatric Innovation and Section Chief of the Center for Geriatric Medicine at Cleveland Clinic. He is also an Assistant Professor of Medicine at the Case Western Reserve University and the Cleveland Clinic Lerner College of Medicine. Dr. Hashmi is renowned for his commitment to geriatric medicine and his leadership in healthcare innovation. Educational Background:

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The American Red Cross in Akron, Ohio, located at 501 W Market St, Akron, OH 44303, is a cornerstone of community support and humanitarian aid in the Northern Ohio region. Serving the residents of Summit, Portage, and Medina counties (330-535-6131) and Columbiana, Mahoning, and Trumbull counties (330-392-2551), the American Red Cross offers a wide range of services aimed at helping individuals and families prepare for, cope with, and respond to emergencies and disasters. For military personnel, veterans, and their families, the Red Cross provides crucial assistance to navigate the challenges associated with military service. Available 24 hours a day, you can reach out for support at 1-877-272-7337.