Retirement Planning in Solon, OH

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List of Firms

Top Retirement Planners in Solon, OH

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
Language http://www.lrjwealth.com/contact.html
Directions
Vitalia Active Adult Community at Solon
5 out of 5
Location 6050 Kruse Dr, Solon, OH 44139, USA
Phone (440) 264-2465
Language https://vitaliasolon.com/
Directions
Redwood Financial Network
SEC File# 801-79617
CRD# 157834
Location 30285 Bruce Industrial Pkwy, Solon, OH 44139, USA
Phone (440) 287-5020
Language http://www.redwoodfn.com/
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
Eileen Sindelar-Ivan - UBS Financial Services Inc.
Location 30050 Chagrin Blvd Suite 200, Pepper Pike, OH 44124, USA
Phone (330) 665-7424
Language https://advisors.ubs.com/eileen.ivan/?utm_source=Yext&utm_medium=GMB&utm_campaign=161148&y_source=1_MTg4ODcwODAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Edward Jones - Financial Advisor: David J Grossman
5 out of 5
Location 28500 Miles Rd Suite H, Solon, OH 44139, USA
Phone (440) 248-1619
Language https://www.edwardjones.com/us-en/financial-advisor/david-grossman
Directions
Resource Strategies Inc
Location 29425 Chagrin Blvd # 100, Cleveland, OH 44122, USA
Phone (216) 765-0121
Language http://www.resourcestrategies.com/Home.aspx
Directions
Solon Financial Group LLC
5 out of 5
Location 6200 Som Center Rd STE B21, Solon, OH 44139, USA
Phone (440) 519-1838
Directions
Dipre Brodnik & Associates Inc
5 out of 5
Location 34194 Aurora Rd, Solon, OH 44139, USA
Phone (440) 498-0111
Language https://www.diprefinancial.com/
Directions
Retirement Planning in Solon, OH

About Solon, OH for Those Planning to Retire

Solon, OH is a vibrant city full of landmarks and top employers. The city is situated at the intersection of major highways, including I-271, I-480, and OH-422, making it a hub for transportation and commerce. Solon is home to several neighborhoods, each with its own unique character and charm. The city boasts an impressive array of landmarks, including the Solon Community Center, the Solon Historical Society, and the Solon Center for the Arts. Top employers in Solon include Nestle, Swagelok, and MRI Software. With its bustling streets, thriving businesses, and rich history, Solon is a city that truly has it all.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Solon, OH can benefit from a bank in numerous ways. For instance, banks offer financial products such as loans, credit cards, and mortgages, which can help residents purchase homes, cars, and other necessities. Additionally, banks provide checking and savings accounts, which allow individuals to manage their money and save for the future. In Solon, OH, where the cost of living is relatively high, banks can also help residents by providing financial advice and investment options to help them grow their wealth. Furthermore, banks can assist with business loans and other financial services, which can help local businesses thrive and create job opportunities for residents. Overall, banks play a vital role in the financial well-being of Solon, OH residents, and can provide crucial support in achieving their financial goals.

Insurance Broker

Residents of Solon, OH can benefit from the services of an insurance broker in numerous ways. One of the most common ways is by finding the best insurance coverage for their homes, cars, and businesses. Solon, OH is a city that experiences harsh winters, and residents need to have adequate insurance coverage to protect their properties from damage caused by snow, ice, and freezing temperatures. An insurance broker can help residents find insurance policies that cover damage caused by these weather conditions. Additionally, Solon, OH is home to many small businesses, and an insurance broker can help business owners find insurance policies that protect their businesses from liability and property damage. With the help of an insurance broker, residents of Solon, OH can rest assured that they have the best insurance coverage for their unique needs.

Wealth Management

Residents of Solon, OH can greatly benefit from the services of a wealth manager. With its high median household income and thriving business community, Solon presents a unique set of financial challenges and opportunities that require a skilled professional to navigate. A wealth manager can assist residents in creating a comprehensive financial plan that takes into account their specific goals and circumstances, including retirement planning, tax strategies, and investment management. Additionally, with Solon's proximity to Cleveland and its position as a hub for technology and healthcare industries, a wealth manager can help residents navigate the complexities of executive compensation packages and stock options. In short, a wealth manager can provide Solon residents with the expertise and guidance necessary to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Solon, OH can greatly benefit from the guidance of a financial advisor in many ways. One specific challenge that they face is the high cost of living in the area. With a median home price of over $350,000 and a cost of living index that is 23% higher than the national average, Solon residents may struggle to make ends meet. A financial advisor can provide valuable advice on budgeting, saving, and investing to help residents maximize their income and achieve their financial goals. They can also help navigate the complex tax laws in Ohio and provide strategies for minimizing tax liability. Additionally, a financial advisor can assist with retirement planning, estate planning, and other important financial decisions to ensure that Solon residents are prepared for the future. Overall, a financial advisor can provide invaluable support to Solon residents as they navigate the complex and challenging financial landscape of the area.

Mortgage Loan Officer

Residents of Solon, OH can benefit from the expertise of a mortgage loan officer in multiple ways. Firstly, they can help potential homebuyers navigate the complex process of obtaining a mortgage. This is particularly important in Solon, which has a high median home value of $337,000. A mortgage loan officer can assist with determining the best type of mortgage for the buyer's financial situation, as well as with pre-approval and the application process. Additionally, they can help current homeowners in Solon refinance their mortgages to take advantage of lower interest rates or to access equity for home improvements or other expenses. Finally, a mortgage loan officer can provide guidance on the local housing market in Solon, which has seen a recent increase in demand due to its excellent schools and proximity to Cleveland. With their knowledge of the area and mortgage products, a loan officer can help residents of Solon achieve their homeownership goals.

Tax Services

Residents of Solon, OH could benefit from the expertise of a tax advisor in a variety of ways. One specific issue that may arise in Solon is the taxation of local businesses. A tax advisor could assist business owners in navigating the complex tax laws and regulations specific to Solon, ensuring that they are in compliance and minimizing their tax liability. Additionally, a tax advisor could help residents with tax planning strategies, such as maximizing deductions and credits, and advising on investments that could have tax implications. For residents who may be facing an audit or other tax-related legal issue, a tax advisor could provide valuable guidance and representation. Overall, a tax advisor can provide Solon residents with the knowledge and resources necessary to navigate the often confusing and overwhelming world of taxation.

Estate Planning Lawyer

Residents of Solon, OH can benefit greatly from the services of an estate planning lawyer. With the city's high median income and affluent population, it is essential for individuals to have a comprehensive estate plan in place to protect their assets and ensure their wishes are carried out after they pass away. An estate planning lawyer can assist Solon residents with drafting wills, trusts, and other legal documents to protect their assets and distribute them according to their wishes. Additionally, with the city's growing population of retirees, an estate planning lawyer can also provide guidance on healthcare directives, long-term care planning, and other issues related to aging and end-of-life care. Overall, the expertise of an estate planning lawyer can provide Solon residents with peace of mind and security for their future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planners in Solon, OH offer a wide range of services to help individuals plan for their retirement years. These professionals can provide guidance on everything from saving for retirement to creating a comprehensive retirement income plan. They can also help clients navigate complex retirement planning issues such as Social Security benefits, tax planning, and estate planning. One unique aspect of retirement planning in Solon, OH is the area's thriving business community. With a wealth of successful businesses and entrepreneurs, retirement planners in Solon have a wealth of knowledge and experience to draw upon when helping clients plan for their financial future. Whether you're just starting to save for retirement or are already nearing retirement age, a retirement planner in Solon can provide invaluable expertise and guidance to help you achieve your goals.

Solon, OH is undoubtedly the best place to get a retirement planner. The city's thriving economy and stable financial sector provide retirees with a plethora of options to secure their future. Solon's retirement planners are equipped with the latest financial tools and strategies to create a personalized plan that caters to the unique needs of each retiree. In addition, the city's diverse community and rich culture offer a welcoming and supportive environment for retirees. Solon's retirement planners have a deep understanding of the local market and can provide retirees with valuable insights and advice. With its excellent infrastructure, top-notch services, and stunning natural beauty, Solon, OH is the perfect place to retire and plan for the future.