Retirement Planning in Shaker Heights, OH

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List of Firms

Top Retirement Planners in Shaker Heights, OH

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Franklin Capital Strategies
Location 25201 Chagrin Blvd GED Preparation Room, Beachwood, OH 44122, USA
Phone (703) 610-4067
Directions
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Planned Financial Services
SEC File# 801-110086
CRD# 112879
Location 3690 Orange Pl #370, Cleveland, OH 44122, USA
Phone (440) 740-0130
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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The Woodlands of Shaker Heights
4 out of 5
Location 16333 Chagrin Blvd, Shaker Heights, OH 44120, USA
Phone (216) 369-6206
Directions
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Jason T Ice - Financial Advisor, Ameriprise Financial Services, LLC
Location 25201 Chagrin Blvd Ste 350, Cleveland, OH 44122, USA
Phone (216) 765-6926
Directions
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Douglas Clubine: Primerica - Financial Services
Location 20620 John Carroll Blvd STE 215, University Heights, OH 44118, USA
Phone (616) 690-3914
Directions
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Lincoln Financial Advisors Sagemark Consulting
1 out of 5
Location 28601 Chagrin Blvd #300, Woodmere, OH 44122, USA
Phone (216) 765-7400
Directions
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Phebe Foundation
5 out of 5
Location 21403 Chagrin Blvd, Cleveland, OH 44122, USA
Phone (216) 283-2291
Directions
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MGO INVESTMENT ADVISORS INC
SEC File# 801-17104
CRD# 109884
4 out of 5
Location 24400 Chagrin Blvd, Beachwood, OH 44122, USA
Phone (216) 771-4242
Directions
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Wealth Advocate Group
Location 3750 Park E Dr #200, Beachwood, OH 44122, USA
Phone (440) 505-5578
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
3 out of 5
Location 511 Park Ave Suite 145, Shaker Heights, OH 44122, USA
Phone (216) 291-9333
Directions
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CM Wealth Advisors
SEC File# 801-122458
CRD# 316722
Location 2000 Auburn Dr #400, Beachwood, OH 44122, USA
Phone (216) 831-9667
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Majied Financial Group, LLC
Location 3750 Park E Dr, Beachwood, OH 44122, USA
Phone (216) 675-2878
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Ken Renfro, Financial Advisor
Location 3750 Park E Dr Suite 200, Beachwood, OH 44122, USA
Phone (440) 210-9886
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McFadden Bushnell
5 out of 5
Location Mailing Address:, 3390 Glencairn Rd, Shaker Heights, OH 44122, USA
Phone (216) 714-0090
Directions
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Saibreas Wealth Advisors - Michael Conley
Location suite 110 24500, Chagrin Blvd, Beachwood, OH 44122, USA
Phone (216) 239-1158
Directions
Retirement Planning in Shaker Heights, OH

About Shaker Heights, OH for Those Planning to Retire

Shaker Heights, OH is a vibrant city located in Cuyahoga County, Ohio. This picturesque city is known for its beautiful architecture and tree-lined streets. Some of the most notable landmarks in Shaker Heights include the Shaker Heights Country Club, the Shaker Heights Public Library, and the Van Aken District. Top employers in the area include the Cleveland Clinic, University Hospitals, and Case Western Reserve University. These institutions offer a wide range of job opportunities in healthcare, education, and research. Major highways that run through Shaker Heights include Interstate 271 and U.S. Route 422. These highways make it easy to travel to other parts of Ohio and beyond. Shaker Heights is divided into several neighborhoods, each with its own unique character. Some of the most popular neighborhoods include Fernway, Ludlow, and Moreland. These neighborhoods offer a mix of historic homes and modern amenities, making them popular with families and young professionals alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Shaker Heights, OH can benefit from a bank in various ways. For instance, a bank can provide loans to residents who want to start or expand their businesses. Shaker Heights is a city with a thriving business community, and banks can help entrepreneurs access the capital they need to grow their businesses. Additionally, a bank can offer financial education and advice to residents who want to improve their financial literacy. Shaker Heights has a diverse population, and many residents may not have had access to financial education in the past. Banks can help bridge this gap by offering workshops and seminars on topics such as budgeting, saving, and investing. Finally, a bank can provide residents with access to a range of financial products and services, such as checking and savings accounts, credit cards, and mortgages. This can help residents manage their finances more effectively and achieve their financial goals.

Insurance Broker

Residents of Shaker Heights, OH could benefit from the expertise of an insurance broker in several ways. Firstly, given that Shaker Heights is a relatively affluent community, residents may have a higher net worth and require more comprehensive insurance coverage to protect their assets. An insurance broker could assist in identifying the appropriate policies to meet their needs, such as high-value home insurance or umbrella liability coverage. Additionally, Shaker Heights is a densely populated area, which could lead to increased risk of property damage or accidents. An insurance broker could help residents navigate the complexities of insurance claims and ensure they receive fair compensation for any losses. Finally, with the ongoing COVID-19 pandemic, residents may be seeking health insurance coverage that provides adequate protection and access to quality healthcare. An insurance broker could assist in identifying the best policies to meet their needs and budget, while also providing guidance on navigating the complex healthcare system.

Wealth Management

Residents of Shaker Heights, OH could benefit from the expertise of a wealth manager in a variety of ways. Shaker Heights is known for its affluent community, with a median household income of $85,000 and a high percentage of residents with advanced degrees. However, despite this wealth, many residents may lack the knowledge and experience to effectively manage their finances and investments. A wealth manager could provide guidance on tax planning, retirement planning, and investment strategies tailored to the unique needs and goals of Shaker Heights residents. Additionally, with the city's proximity to Cleveland and its thriving business community, a wealth manager could offer advice on managing executive compensation packages, stock options, and other complex financial arrangements. With the right wealth manager, residents of Shaker Heights could achieve greater financial security and peace of mind.

Financial Advisor

Residents of Shaker Heights, OH can greatly benefit from the services of a financial advisor, especially given the area's high cost of living. With a median home price of $300,000 and a cost of living index 26% higher than the national average, it can be challenging for residents to manage their finances effectively. A financial advisor can help with a range of issues, from creating a budget to investing in the stock market. They can also provide guidance on retirement planning, estate planning, and tax strategies. Additionally, given the area's strong economy and high number of small businesses, a financial advisor can help entrepreneurs with business planning and financial management. Overall, a financial advisor can be a valuable resource for residents of Shaker Heights, OH, helping them navigate the complex financial landscape and achieve their financial goals.

Mortgage Loan Officer

Residents of Shaker Heights, OH can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help them navigate the complex mortgage market and find the best deals on mortgage loans. This is particularly important in Shaker Heights, OH, where the housing market is highly competitive and prices are often high. Additionally, a mortgage loan officer can help residents of Shaker Heights, OH understand the various mortgage options available to them, such as fixed-rate mortgages, adjustable-rate mortgages, and jumbo loans. They can also help residents with a less-than-perfect credit history to secure a mortgage loan by providing advice on how to improve their credit score and presenting alternative financing options. Lastly, a mortgage loan officer can help residents of Shaker Heights, OH to understand the various financial and legal aspects of obtaining a mortgage loan, such as closing costs, interest rates, and mortgage insurance.

Tax Services

Residents of Shaker Heights, OH can benefit from the expertise of a tax advisor in several ways. For instance, the city's high property taxes can be a source of confusion for homeowners. A tax advisor can help residents navigate the complex tax laws and regulations specific to Shaker Heights, ensuring that they are not overpaying on their property taxes. Additionally, Shaker Heights is home to many small business owners who may need assistance with tax planning and compliance. A tax advisor can help these entrepreneurs maximize deductions and minimize liabilities, freeing up capital to invest back into their businesses. Finally, the city's proximity to Cleveland and its many cultural institutions can create unique tax situations for residents who donate to charities or engage in other philanthropic activities. A tax advisor can help these individuals make informed decisions about their giving and ensure that they are taking full advantage of available tax breaks.

Estate Planning Lawyer

Residents of Shaker Heights, OH could benefit from the services of an estate planning lawyer in a variety of ways. One specific issue that is relevant to this community is the high property values and the need for effective tax planning. An experienced estate planning lawyer can help residents navigate the complex tax laws and regulations that apply to their assets, including real estate, investments, and other forms of property. They can also provide guidance on how to structure trusts and other estate planning tools to minimize tax liabilities and ensure that assets are distributed according to the client's wishes. Additionally, an estate planning lawyer can help Shaker Heights residents plan for the future by creating wills, powers of attorney, and other legal documents that can protect their interests and provide peace of mind. With the help of an estate planning lawyer, residents of Shaker Heights can ensure that their assets are protected and their wishes are respected, even after they are no longer able to make decisions for themselves.

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