Best Financial Advisors in Cleveland, OH

The highest-rated Financial Planning & Wealth Management companies out of 111 vetted & reviewed in the Cleveland area.

Factor Finders

Factor Finders

(29)
PO Financing, Accounts Receivable Factoring, Payroll Funding
“Factor Finders did a great job listening to what I was looking for and finding me a factoring company that matched my requests!”
In Business Since 2011
Free Initial Consultation
Offers Financing Options
25101 Chagrin Blvd Suite 250, Cleveland, OH
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Splash Financial

Splash Financial

(30)
  • Application
  • Credit Score
  • Documents
“10/10 would recommend that anyone interested in refinancing their loans should go through Splash Financial if they want the easiest process, most helpful customer service, and BEST rate.”
In Business Since 2016
Offers Financing Options
NMLS #1630038
812 Huron Rd E, Cleveland, OH
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Messina & Co

Messina & Co

(5)
Services For Individuals, Tax Services, Quickbooks Services
“From tax planning to employee payroll, Matt does it well!”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Licensed
4300 Brookpark Rd, Cleveland, OH
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Accounting Business Services

Accounting Business Services

(4)
“Very helpful!”
Offers Financing Options
In Business Since 1995
Transparent Fees & Pricing
Free Initial Consultation
14425 Puritas Ave, Cleveland, OH
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Great Lakes Divorce Financial Solutions

Great Lakes Divorce Financial Solutions

(11)
  • Asset
“Working with Leah to understand the details behind the financial aspects of divorce was an important step to help me move forward based on knowledge instead of emotion.”
In Business Since 2016
7017 Pearl Rd, Cleveland, OH
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Retirement Oncierge Group

Retirement Oncierge Group

(3)
Small Business Solutions, Cash Balance Plans, Tax Credits For Start Up Plans
“They have a trick with CB plans that makes the "Permanence" issue far less intimidating that no other TPA/Actuary has ever talked to me about, and I've been working with Qualified Plans since 1994.”
In Business Since 2021
Free Initial Consultation
2814 Detroit Ave, Cleveland, OH
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Beacon Financial Partners

Beacon Financial Partners

(9)
“Being in 3 different states, my father, sister and I were so impressed with Karl's ability to coordinate a group call, remain extremely accessible to all of us, and truly assess each of our individual needs and different risk personalities.”
In Business Since 2006
25825 Science Park Dr #110, Cleveland, OH
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Frank J. Legan

Frank J. Legan

(5)
Risk Management, Financial Planning/Retained Advisor, Business & Succession Planning
“Based on our initial meeting, Frank recommended a financial plan; we have followed that plan, with Frank addressing all issues and concerns raised in the plan (including long-term care insurance), and he recently helped with an insurance issue relate...”
In Business Since 2020
5885 Landerbrook Dr Suite 200, Cleveland, OH
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First Invest

First Invest

(8)
“This company is a very good company to do your taxes or form any business entity or business advice I would recommend this business to other businesses entrepreneurs or business owners”
In Business Since 2008
2301 Payne Ave #200, Cleveland, OH
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Brown Gibbons Lang & Company

Brown Gibbons Lang & Company

Financial Restructuring, Real Estate, Overview
“We have in-depth knowledge of key industry sectors as well as access to the strategic partners, banking institutions, and private investment firms active in those sectors.”
In Business Since 1997
1375 E 9th St #2500, Cleveland, OH
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Cleveland Wealth

Cleveland Wealth

(1)
“This is an absolutely fantastic company with great people at the helm.”
In Business Since 2014
600 Superior Avenue East #2550, Cleveland, OH
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NFP

NFP

(1)
“I am very impressed with their strategies and outlooks.”
In Business Since 1995
28601 Chagrin Blvd #550, Cleveland, OH
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Financial Wealth Builders

Financial Wealth Builders

(1)
“And good staff”
In Business Since 2006
10850 Pearl Rd STE D1, Cleveland, OH
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Balanced Financial Concepts

Balanced Financial Concepts

“This is your money, so we make sure you understand your portfolio, the strategy in place and how it intends to accomplish your goals. We carve out a path forward and help you maintain the discipline required to follow it, serving as your coaches alon...”
In Business Since 2011
30505 Bainbridge Rd # 160, Cleveland, OH
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Conservativemoney

Conservativemoney

“You can stop worrying about your retirement options. Let us help you start putting together solutions. We specialize in retirement asset management and income programs. To fulfill our fiduciary responsibility, by law we must present you with solution...”
In Business Since 2010
Licensed, BBB Rating: A+
20525 Center Ridge Rd #611, Cleveland, OH
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Gries Financial

Gries Financial

“Gries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience. As an independent, fee-only Registered Investment Advisor, Gries Financial Partners ha...”
In Business Since 1997
Licensed, BBB Rating: A+
1801 E 9th St #1600, Cleveland, OH
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Yurich Financial Group

Yurich Financial Group

“We are dedicated to helping you protect and manage your assets, prepare for retirement and life's events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using ...”
In Business Since 2006
6674 Pearl Rd, Cleveland, OH
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KBN Advisors

KBN Advisors

(2)
“I made the switch to KB after being with another dental-based accounting firm for years, and it has been outstanding ever since.”
In Business Since 2018
Remote Consultations Available
835 Ford Rd, Cleveland, OH
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Lytkowski & Co

Lytkowski & Co

Quickbooks Services, Services For Individuals, Tax Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Free Initial Consultation
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
1801 E 9th St #1520, Cleveland, OH
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Empowering and Strengthening Ohio's People

Empowering and Strengthening Ohio's People

Post-Purchase Education, Aging in Place, Housing Stability
“The generous support of our funders, sponsors and individual donors helps us realize our mission to help adults in all stages of life achieve and maintain financial wellness and housing stability.”
In Business Since 2004
11890 Fairhill Rd, Cleveland, OH
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Keystone Financial Planning

Keystone Financial Planning

In Business Since 1989
7261 Engle Rd # 308, Cleveland, OH
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SES Esop Strategies

SES Esop Strategies

Esop Legal Services, Esop Feasibility Studies, Esop Financing
“Founded by the industry's leading ESOP professionals, we deliver a customized, multidisciplinary approach to helping our clients achieve their goals for their ESOPs.”
In Business Since 2018
Offers Financing Options
12429 Cedar Rd # 2, Cleveland, OH
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Northeast Bancorp of America

Northeast Bancorp of America

“Our mortgage experts give you the individual attention you deserve and treat you right. We know you're making a commitment in purchasing a home, refinancing, or tapping into your home equity. So we make a commitment to you: we can help you qualify, a...”
In Business Since 2012
Offers Financing Options
Transparent Fees & Pricing
11925 Pearl Rd # 301, Cleveland, OH
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Michael Dolezal & CO, Cpas & Business Advisors

Michael Dolezal & CO, Cpas & Business Advisors

For Small Businesses, Tax Services, For Individuals
“We've worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the...”
In Business Since 2008
5000 Euclid Ave #404, Cleveland, OH
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Retirement Planning and Investment Management Services in Cleveland, OH Cost Estimates

Minimum cost
$1236
Maximum cost
$10500
National Average
$3706
Avg Per Hour Rates
$371
$2471
$6794
Fair price range is based on 429 cost profiles
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Average Cost $3706
Minimum cost $1236
Maximum cost $10500
Avg Per Hour Rates $371

Fair range $2471 to $6794 is based on 429 cost profiles.

Why these companies made our list

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