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Upright

(48)

Note
Crowdfunding
Borrowers

“One of the things I really like is all of the information they provide on each of their projects which allows you to do your due diligence and find the right one that you feel comfortable with.”

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Newman & Company, Cpas

(9)

“They are very thorough - They will find things you missed and think of things you did not think of, very quick to respond to emails, and always there immediately when I call.”

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Intentional Divorce Solutions

(13)

Resource
Financial
Compassion

“Great Lakes Divorce Financial Solutions, LLC, and Leah Hadley provide superior financial analysis for individuals contemplating a divorce or dissolution.”

Featured

A Fantastic Resource for those Experiencing a High Conflict Divorce Since I started supporting those going through the divorce process, I have been amazed at the extremes I have witnessed. Some clients start out pursuing an amicable termination of marriage only to be drawn into a high conflict situation by their soon-to-be-ex. Others are extremely angry when they first reach out but find healing through the process and work together toward reasonable settlements over time. Then, of course, there is everything in between. I want to share a resource when divorcing those with high conflict personalities. In the latest edition of Splitting: Protecting Yourself While Divorcing Someone with Borderline or Narcissistic Personality Disorder, the author, Bill Eddy discusses the dynamics of dealing with an individual with antisocial personality disorder (or its traits).

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Collier & Associates

(9)

Dentist
Courses
Security

“Brandon and his team have provided me with excellent practice management advise, tax planning, retirement plan management as well as excellent continuing education for several decades now.”

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Retirement Oncierge Group

(4)

Plan

“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.”

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Frank J. Legan

(6)

Life
Retirement
Business Partner

“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...”

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The 24 firms listed for Cleveland, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Cleveland, OH

Of the 24 firms we list here, 22 are in Cleveland itself and 2 come from Akron (29 mi). 13 of the firms on this page have a rating, from 4.3 to 5.0 across 226 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 1 offers urgent consultations; 2 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Cleveland listed here?

22 of the 24 firms are located in Cleveland. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Beacon Financial Partners

(6)

Life

“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.”

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Accounting Business Services

(4)

“Very helpful!”

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Yurich Financial Group

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PNC Private Bank

(2)

“Competitive advisory fees and unlimited access to financial advisors and was able to consult with CFP.”

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Next Financial

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Michael Dolezal & CO, Cpas & Business Advisors

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Balanced Financial Concepts

(1)

“I have had the privilege of working with Gautam and his staff for the past few years and, if you're seeking a financial professional and staff with the utmost attention to detail and customer focus, you need to include Balanced Financial Concepts in ...”

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Paradigm Wealth Management

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Henton & Associates

(1)

“Always great service from great people who are very professional in all aspects of accounting.”

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RTW Xxact Enterprises

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Independence Capital Co.

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Amerivest Financial Services

(1)

“Individualized attention and your best options explained in detail.”

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R&R Financial Education

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Van Cleef Asset Management

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Fairport Wealth

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Journey Wealth Management

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Dunk Group Financial Advisors

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Seward Wealth Management

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Average Cost	$3706
Minimum cost	$1236
Maximum cost	$10500
Avg Per Hour Rates	$371

Best Financial Advisors in Cleveland, OH

Upright

Newman & Company, Cpas

Intentional Divorce Solutions

Collier & Associates

Retirement Oncierge Group

Frank J. Legan

Area overview: Cleveland, OH

Beacon Financial Partners

Accounting Business Services

Yurich Financial Group

PNC Private Bank

Next Financial

Michael Dolezal & CO, Cpas & Business Advisors

Balanced Financial Concepts

Paradigm Wealth Management

Henton & Associates

RTW Xxact Enterprises

Independence Capital Co.

Amerivest Financial Services

R&R Financial Education

Van Cleef Asset Management

Fairport Wealth

Journey Wealth Management

Dunk Group Financial Advisors

Seward Wealth Management

Retirement Planning and Investment Management Services in Cleveland, OH Cost Estimates

Why these companies made our list

Financial Advisors near Cleveland

Popular in Cleveland