TOP 30 Best Wealth management companies in Independence, Ohio

Zurich is a renowned financial institution located at 5005 Rockside Road in Independence, Ohio, United States. With a strong reputation for providing top-notch financial services, Zurich offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance, investment, or wealth management services, Zurich has the expertise and resources to assist you every step of the way. Visit Zurich today to experience excellence in financial services.

Welcome to J.P. Morgan Private Bank in Cincinnati, Ohio Located at 8044 Montgomery Road, Cincinnati, Ohio 45236, J.P. Morgan Private Bank is dedicated to serving clients in Southwest Ohio and Northern Kentucky with unparalleled financial expertise. As the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth through a personalized banking experience.

John Hancock Financial Network is an insurance agency located at 4511 Rockside Road, Independence, Ohio, United States. We offer financial advisory services with a personal touch, believing that life insurance should provide a foundation for a longer, healthier, and better life. With over 160 years of experience, we are known for our honesty, reliability, and unwavering commitment to our customers. Our institution is dedicated to helping partners build their life insurance businesses and protect their clients' most valuable assets. We offer a range of innovative products designed to add real value for the life of the policy. Additionally, eligible John Hancock Vitality members now have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test.

Northwestern Mutual Financial, located at 315 Washington Street in Oak Hill, Ohio, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our experienced financial advisors will work with you to create a personalized plan that addresses your current and future priorities, including insurance options for financial flexibility and income protection. As a Top 10 Independent Investment Broker-Dealer and ranked as the Best Life Insurance Company for Customer Experience by NerdWallet, Northwestern Mutual offers a wide range of financial options tailored to your specific goals. With top financial strength ratings from all major rating agencies, you can trust us to provide sound financial advice and solutions.

Raymond James is a finance institution located at 330 West High Street in Orrville, Ohio, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James provides personalized investment strategies, retirement planning, wealth management, and more. Their dedication to client satisfaction and commitment to excellence make them a trusted choice for all your financial needs.

Taylor Voris - Thrivent is a finance institution located at 100 West Old Wilson Bridge Road in Worthington, Ohio, United States. Licensing information can be found on the State Insurance Department's website. The institution does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those fields. Thrivent offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, with insurance products issued by the company. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only licensed financial advisors are able to provide investment advisory services. For more information on professional designations and requirements, visit the institution's website.

Heritage Financial & Investment Services, LLC is a reputable finance institution located at 117 North Main Street in Woodsfield, Ohio, United States. With a strong commitment to providing top-notch financial and investment services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Heritage Financial & Investment Services, LLC is here to offer personalized solutions tailored to your individual needs. Trust us to provide sound financial advice and strategic investment opportunities to help you build a secure financial foundation. Visit us today to learn more about how we can help you achieve financial success.

River Cities Financial Services, located at 525 5th Street in Beverly, Ohio, United States, is a trusted insurance agency providing dependable insurance and financial solutions since 1948. As a locally owned and operated independent agency, Dietz, Futrell & Walters Insurance Inc. specializes in a variety of insurance and financial products to cater to the needs of individuals and businesses in Ohio and West Virginia. With a team of experienced professionals, the agency is committed to building relationships with clients to help them secure their futures. Offering quality customer service and one-on-one attention, River Cities Financial Services focuses on identifying unique risks faced by clients to provide tailored solutions. With two locations in Southeastern Ohio, the agency serves clients throughout Ohio and West Virginia, offering trusted advice and insurance solutions to protect what matters most. From coverage and risk management solutions for companies of all sizes to financial planning services, River Cities Financial Services is dedicated to helping clients achieve their goals. Whether it's ensuring adequate coverage for home and personal property, protecting against liability risks, or planning for the future with umbrella or excess liability policies, the agency offers comprehensive solutions to meet a variety of needs. Additionally, River Cities Financial Services emphasizes the importance of flood insurance for homes at risk and extends liability coverage to secondary properties. With a focus on providing personalized service and tailored solutions, River Cities Financial Services is committed to helping clients protect what matters most.

The Southwest Ohio Group - Morgan Stanley is a finance institution located at 7777 Washington Village Drive in Dayton, Ohio, United States. Our team of experienced professionals offers a wide range of financial services and expertise to help our clients achieve their financial goals. From investment management to retirement planning, we are dedicated to providing personalized solutions tailored to each individual's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Capital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.

OneDigital - Maumee is a reputable finance and insurance agency located at 1645 Indian Wood Circle in Maumee, Ohio. With a team of experienced professionals, OneDigital - Maumee offers a wide range of financial and insurance services to individuals and businesses in the area. Whether you are looking for retirement planning, investment advice, or comprehensive insurance coverage, OneDigital - Maumee is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Northwestern Mutual is a trusted finance and insurance agency located at 1610 Wapakoneta Avenue in Sidney, Ohio, United States. With a strong reputation for providing top-notch financial services and insurance products, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or life insurance coverage, the dedicated team at Northwestern Mutual is here to help you every step of the way. Visit us today to learn more about how we can assist you in building a secure financial foundation for tomorrow.

Prudential Financial Advisor Matthew Close is a reputable finance and insurance agency located at 8080 Beckett Center Drive in Beckett Ridge, Ohio, United States. With a strong focus on providing personalized financial planning and insurance solutions, Matthew Close and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Prudential Financial Advisor Matthew Close is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial foundation.

Mutual of Omaha® Advisors - Cleveland is a reputable finance and insurance agency located in Sheffield, Ohio, United States. Our experienced advisors are dedicated to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, we strive to provide top-notch financial planning and insurance services to individuals and businesses in the Cleveland area. Visit us at 5505 Detroit Road to learn more about how we can help secure your financial future.

The Dustin Burgess Insurance Group LLC is an insurance agency located at 1 Park Center Drive in Wadsworth, Ohio, United States. Since 2011, we have been guiding our clients towards quality and affordable insurance options to protect their dreams and plan for their future. Our friendly and knowledgeable team of insurance professionals is dedicated to providing personalized insurance solutions tailored to the specific needs of our clients. As an independent insurance agency, we have access to multiple insurance companies to find the right fit for you. With four offices and licensed in four states, including Ohio, West Virginia, Pennsylvania, and Florida, we are committed to helping protect you and your loved ones by making the insurance experience easy to understand. We offer a wide range of insurance options, including home, auto, life, farm, business, and non-profit insurance policies. Our team is also certified in providing long-term care insurance, ensuring that you are prepared for the unexpected.

LTC Financial Partners is a finance, health, and insurance agency located at 27911 Berringer Run in Westlake, Ohio, United States. Our institution specializes in providing comprehensive long-term care planning and insurance solutions to individuals and families. With a team of experienced professionals, we are dedicated to helping our clients navigate the complexities of long-term care options and find the best coverage to meet their unique needs. Contact us today to learn more about how LTC Financial Partners can help you plan for the future and protect your financial well-being.

Penn Mutual Life Insurance Co, located at 5017 Patricia Drive in Akron, Ohio, is a trusted insurance agency that has been providing strong and reliable life insurance solutions for over 175 years. Mutual is a powerful word that reflects the strong relationships we have with our policyholders. Our team of financial professionals is dedicated to helping you achieve your financial goals and feel stronger today and tomorrow. We offer versatile solutions to fit your unique needs, and our strong financial ratings from agencies like AM Best, Moody's, and Standard & Poor's demonstrate our commitment to meeting our financial obligations. Trust Penn Mutual to help you secure a sound financial future and strengthen the communities we serve. Join us and experience the benefits of great life insurance that does more than you ever imagined.

Principal Financial Group: Duncan Elaine is a health insurance agency located at 1621 Euclid Avenue, Cleveland, Ohio, United States. At our institution, we aim to help you protect what matters most through insurance solutions. You can easily download tax forms and get your questions answered quickly. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer services to protect your life and wages, ensuring your loved ones can keep moving forward in any situation. Dedicate part of your paycheck to long-term goals like retirement or education, with confidence in your investments. Our team is here to help you meet your financial goals and adapt as life changes.

Northwestern Mutual is a reputable finance and insurance agency located at 2345 Gateway Drive in Wooster, Ohio, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to individual needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to providing top-notch service and expertise to help you navigate the complexities of financial planning.

Bernier Financial Services- AXA Advisors is a reputable finance, health, and insurance agency located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, they strive to help individuals and businesses achieve their financial goals and protect their assets. The team of experienced advisors at Bernier Financial Services- AXA Advisors is dedicated to providing personalized and professional services to their clients, ensuring they receive the best possible guidance and support in managing their finances and securing their future.

Common Sense Financial is a trusted health and insurance agency located at 1206 North Main Street in North Canton, Ohio, United States. With a team of experienced professionals, we provide personalized financial solutions that prioritize your well-being and security. Our institution is dedicated to offering common sense strategies and guidance to help you make informed decisions about your health and insurance needs. Visit us today to learn more about how we can help you achieve financial peace of mind.

Jason Elchert is a finance and insurance agency located at 2498 Bluestone Drive in Findlay, Ohio, United States. Jason Elchert joined Savage and Associates in 2001 and has since built a large clientele within the community where he was raised. His focus is on helping individuals achieve their financial objectives and offering businesses guidance on their corporate retirement needs. Jason received a degree in mathematics from the University of Findlay and is a graduate of Arcadia local schools. He is registered in multiple states and holds the designation of Accredited Investment Fiduciary. Jason and his wife, Lindsay, live in Findlay with their three boys and are active members of the community. Securities and investment advisory services are offered through Osaic Wealth, Inc. Please note that when you visit external websites linked here, you are leaving the Jason Elchert website.

Baker Financial Group is a leading finance institution located at 117 West Wyandot Avenue in Upper Sandusky, Ohio, United States. With a team of experienced professionals, Baker Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Baker Financial Group is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Northwestern Mutual Financial, located at 234 East 4th Street, Minster, Ohio, United States, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our advisors provide personalized plans that balance your current and future priorities, offering a wide range of financial options tailored to your specific needs. With top ratings for financial strength and customer experience, we are committed to helping you plan for today and tomorrow. Connect with an advisor today to start working towards the life you've always wanted.

Donald Glaser - Prudential Financial is a reputable finance and insurance agency located at 105 North Chestnut Street in Saint Marys, Ohio, United States. With a strong commitment to providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team of experienced professionals at Donald Glaser - Prudential Financial is known for their expertise and personalized approach, ensuring that each client receives tailored advice and solutions to meet their unique needs. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Donald Glaser - Prudential Financial is the trusted partner you can rely on for all your financial needs.

Adam Meyer - Prudential Financial is a respected finance and insurance agency located at 96 West 4th Street in Minster, Ohio, United States. With a dedication to providing top-quality financial services and insurance products, our team of experienced professionals is committed to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Adam Meyer - Prudential Financial is here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Quintessential Advisors is a leading finance, health, and insurance agency located at 7756 Washington Village Drive in Centerville, Ohio. With a team of experienced advisors and specialists, we offer comprehensive financial planning, health insurance solutions, and risk management services to help our clients achieve their goals and protect their assets. Our personalized approach and commitment to excellence set us apart as a trusted partner in navigating the complexities of today's financial and healthcare landscapes. Contact us today to learn more about how Quintessential Advisors can help you secure your future.

Corky Taylor: Primerica - Financial Services is a reputable finance and insurance agency located at 6135 Memorial Drive in Dublin, Ohio, United States. With a focus on providing top-notch financial services, Corky Taylor and his team are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Corky Taylor: Primerica - Financial Services has the expertise and resources to assist you every step of the way. Contact them today to schedule a consultation and start securing your financial future.

Vivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.

James Sigg: Primerica - Financial Services is a reputable finance and insurance agency located at 9918 Carver Road in Cincinnati, Ohio, United States. With a focus on providing clients with personalized financial solutions, James Sigg and his team at Primerica offer a range of services including investment planning, retirement planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, James Sigg: Primerica - Financial Services is dedicated to helping you achieve your goals. Contact them today to schedule a consultation and take the first step towards financial security.