Best Financial Advisors in Solon, OH

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Solon, OH Fiduciary Financial Advisors

SEC File# 801-79617
CRD# 157834
Location 30285 Bruce Industrial Pkwy, Solon, OH 44139, USA
Phone (440) 287-5020
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
SEC File# 801-107968
CRD# 226583
5 out of 5
Location 34305 Solon Rd Ste 75, Solon, OH 44139, USA
Phone (440) 248-1632
Directions
Edward Jones - Financial Advisor: Craig George
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6240 Som Center Rd Suite 110, Solon, OH 44139, USA
Phone (440) 248-7734
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 6175 Som Center Rd # 130, Solon, OH 44139, USA
Phone (440) 248-7734
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BDS Financial Network
Location 30405 Solon Rd STE 16, Solon, OH 44139, USA
Phone (440) 248-5625
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Robin Seiger - Prudential Financial
Location 5613 Spring Grove Dr Ste 102, Solon, OH 44139, USA
Phone (440) 465-5142
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Regal Financial
4 out of 5
Location 30675 Solon Rd, Solon, OH 44139, USA
Phone (216) 285-1970
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Shawn Kennedy - Prudential Financial
5 out of 5
Location 6370 Som Center Rd #205, Solon, OH 44139, USA
Phone (440) 498-0081
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Edward Jones - Financial Advisor: David Rocker
SEC File# 801-3297
CRD# 250
Location 30575 Bainbridge Rd Suite 160, Solon, OH 44139, USA
Phone (440) 248-6774
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philip g. moshier, cfp®
Location 30700 Bainbridge Rd, Solon, OH 44139, USA
Phone (216) 591-2350
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Dipre Brodnik & Associates Inc.
5 out of 5
Location 34765 Lakeview Dr, Solon, OH 44139, USA
Phone (440) 498-0111
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Prosperity NEO
Location 6240 Som Center Rd, Solon, OH 44139, USA
Phone (440) 542-9399
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Chagrin Financial Services
Location 33915 Redbridge Ln, Solon, OH 44139, USA
Phone (216) 292-2802
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Solon Financial Group LLC
Location 6200 Som Center Rd STE B21, Solon, OH 44139, USA
Phone (440) 519-1838
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Century Supply Chain Solutions
Location 5440 Naiman Pkwy, Solon, OH 44139, USA
Phone (440) 542-9168
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Prosperity NEO
Location 34305 Solon Rd #51, Solon, OH 44139, USA
Phone (440) 542-9399
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Noble-Davis Consulting, Inc
4 out of 5
Location 6190 Cochran Rd Suite D, Solon, OH 44139, USA
Phone (440) 498-8408
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Balanced Financial Concepts
5 out of 5
Location 30505 Bainbridge Rd # 160, Cleveland, OH 44139, USA
Phone (440) 349-5110
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North Coast Executive Consulting
5 out of 5
Location 30700 Bainbridge Rd, Solon, OH 44139, USA
Phone (216) 591-2340
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Alpha Planners
Location 6325 Cochran Rd, Solon, OH 44139, USA
Phone (440) 519-0300
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Matthew Kallio
Location 6241 Som Center Rd, Solon, OH 44139, USA
Phone (330) 845-1725
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Financial Fitness Network
SEC File# 801-111055
CRD# 158043
Location 37800 Fox Run Dr, Solon, OH 44139, USA
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black box pension advocates
5 out of 5
Location 30505 Bainbridge Rd, Solon, OH 44139, USA
Phone (216) 503-0381
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Revisor
SEC File# 801-120505
CRD# 169814
Location 34305 Solon Rd Suite 60, Solon, OH 44139, USA
Phone (440) 786-6110
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Aspen Management Group Ltd
Location 30575 Bainbridge Rd Ste 100, Solon, OH 44139, USA
Phone (216) 369-0400
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Bailys Group
Location 30505 Bainbridge Rd, Solon, OH 44139, USA
Phone (440) 519-1601
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Edward Jones - Financial Advisor: Mark P Kautzman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 30575 Bainbridge Rd Suite 160, Solon, OH 44139, USA
Phone (440) 248-6774
Directions
North American Golf Tour Corporation
Location 33739 Hanover Woods Trail, Solon, OH 44139, USA
Phone (440) 498-1396
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Emprise Partners
Location 35287 Quartermane Cir, Solon, OH 44139, USA
Phone (216) 292-0003
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BS Holman Investments LLC
Location 6281 Liberty Rd, Solon, OH 44139, USA
Phone (440) 248-9555
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Legacy Private Wealth Management
Location 30285 Bruce Industrial Pkwy, Solon, OH 44139, USA
Phone (800) 950-4902
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LRJ Wealth Management
SEC File# 801-120505
CRD# 169814
5 out of 5
Location 34305 Solon Rd Suite 60, Solon, OH 44139, USA
Phone (440) 248-3355
Directions
Financial Advisors | U.S. Bancorp Investments
Location 6211 Som Center Rd, Solon, OH 44139, USA
Phone (440) 248-6194
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Dipre Brodnik & Associates Inc
5 out of 5
Location 34194 Aurora Rd, Solon, OH 44139, USA
Phone (440) 498-0111
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Edward Jones - Financial Advisor: David J Grossman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 28500 Miles Rd Suite H, Solon, OH 44139, USA
Phone (440) 248-1619
Directions
Capital City Partners
Location 33790 Bainbridge Rd # 208, Solon, OH 44139, USA
Phone (440) 248-5800
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Matt Puflea - Raymond James
Location 33505 Solon Rd, Solon, OH 44139, USA
Phone (440) 248-0700
Directions
Financial Advisors in Solon, OH

Where Certified Financial Advisors in Solon, OH Serve

Solon, OH is a vibrant city located in Cuyahoga County, Ohio. The city is home to several landmarks, including the Solon Center for the Arts, the Solon Historical Society, and the Solon Community Center. With a thriving economy, Solon boasts several top employers, including Swagelok, Nestle, and Saint-Gobain. Major highways that run through the city include Interstate 480, State Route 43, and State Route 91, providing easy access for commuters and travelers alike. The city is also home to several notable streets, including Aurora Road, SOM Center Road, and Harper Road. Solon is divided into several neighborhoods, including North Solon, South Solon, and Solon Park. Each neighborhood offers its own unique charm and character, making Solon a great place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Solon, OH can benefit greatly from the expertise of a financial advisor in a number of ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. Solon is known for its high property values and strong housing market, but this can also make it challenging for residents to make informed decisions about buying or selling their homes. A financial advisor can provide valuable guidance on everything from assessing property values to negotiating contracts, helping Solon residents make the most of their investments in real estate. Additionally, financial advisors can assist with retirement planning, investment strategies, and other financial decisions that can have a significant impact on residents' long-term financial health.

Insurance Broker

Residents of Solon, OH can benefit greatly from the services of an insurance broker. With the ever-changing insurance landscape, it can be difficult to navigate the various policies and coverage options available. An insurance broker can help residents of Solon, OH find the best insurance policies to meet their specific needs and budget. For example, due to Solon's location in a high-risk area for floods, an insurance broker can help residents find the best flood insurance policies to protect their homes and belongings. Additionally, an insurance broker can help residents understand the nuances of their policies, such as deductibles and exclusions, and provide guidance on how to file claims in the event of an accident or disaster. Overall, an insurance broker can provide valuable support and peace of mind to residents of Solon, OH.

Retirement Planning

Residents of Solon, OH could benefit from a retirement planner in several ways. One of the most common ways is by creating a personalized retirement plan that takes into account their specific financial situation and goals. Solon, OH is a city with a high cost of living, which can make saving for retirement more challenging. A retirement planner can help residents manage their finances, maximize their savings, and ensure that they are on track to meet their retirement goals. Additionally, a retirement planner can provide guidance on Social Security benefits, investment strategies, and tax planning. With the help of a retirement planner, residents of Solon, OH can have peace of mind knowing that they are prepared for their golden years.

Wealth Management

Residents of Solon, OH could be helped by a wealth manager in a number of ways. One of the most common ways is through investment management. A wealth manager can help residents of Solon, OH invest their money wisely, taking into account their risk tolerance and financial goals. Another way a wealth manager can help is through retirement planning. Solon, OH has a large population of retirees, and a wealth manager can help ensure that they have enough money saved to live comfortably in their golden years. Additionally, a wealth manager can assist with estate planning, which is important for residents of Solon, OH who want to ensure that their assets are distributed according to their wishes after they pass away. Overall, a wealth manager can provide valuable financial guidance to residents of Solon, OH, helping them achieve their financial goals and plan for a secure financial future.

Mortgage Loan Officer

Residents of Solon, OH can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned homeowners. In Solon, OH, a mortgage loan officer can also assist residents in navigating the local real estate market, which is known for its high demand and competitive prices. They can provide guidance on the best neighborhoods to buy in, as well as help residents understand the unique features of Solon's housing market. Additionally, mortgage loan officers can help residents with refinancing, home equity loans, and other financial needs related to their homes. With their expertise and personalized approach, mortgage loan officers can make the home buying process smoother and more accessible for residents of Solon, OH.

Tax Services

Residents of Solon, OH can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help Solon residents is by ensuring that they are taking advantage of all available tax deductions and credits. This is especially important in Solon, as the city has a relatively high cost of living compared to other areas in Ohio. A tax advisor can help Solon residents navigate the complex tax code and identify deductions and credits that they may not have been aware of. Additionally, a tax advisor can provide valuable guidance on tax planning, retirement planning, and estate planning, helping Solon residents to make informed decisions that can save them money in the long run. Overall, a tax advisor can be an invaluable resource for Solon residents looking to maximize their financial well-being.

Estate Planning Lawyer

Residents of Solon, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after they pass away. This is especially important in Solon, a city with a high median income and a large number of retirees. An estate planning lawyer can also assist with setting up trusts, establishing powers of attorney, and ensuring that all legal documents are up to date and accurately reflect a person's wishes. In addition, an estate planning lawyer can help families navigate the probate process and ensure that their loved one's assets are distributed according to their wishes. Overall, an estate planning lawyer can provide peace of mind and help residents of Solon, OH protect their assets and plan for the future.

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FAQs About Personal Financial Advisors in Solon, OH