Wealth Management in Cuyahoga County, OH

We did the hard work of finding trustworthy partners in Cuyahoga County, OH. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Cuyahoga County, OH Wealth Management Firms

generic_business-71
WestPoint Wealth Management
Location 66 Front St, Berea, OH 44017, USA
Phone (866) 640-7908
Directions
generic_business-71
North Pointe Wealth Management Group - UBS Financial Services Inc.
Location 18500 Lake Rd #400, Rocky River, OH 44116, USA
Phone (440) 673-1114
Directions
generic_business-71
Scott Giltinan - RBC Wealth Management Financial Advisor
Location 600 Superior Ave E 23rd Floor, Cleveland, OH 44114, USA
Phone (216) 774-8907
Directions
generic_business-71
Metcalfe Wealth Management - UBS Financial Services Inc.
Location 30050 Chagrin Blvd Suite 200, Pepper Pike, OH 44124, USA
Phone (216) 910-1038
Directions
generic_business-71
Cleveland Wealth Management Team - UBS Financial Services Inc.
Location 600 Superior Avenue East 26th +, 27th Floor, Cleveland, OH 44114, USA
Phone (216) 736-8308
Directions
SEC File# 801-117776
CRD# 282196
5 out of 5
Location 600 Superior Avenue East #2550, Cleveland, OH 44114, USA
Phone (216) 810-5900
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Luma Wealth Advisors
Location 1350 Euclid Ave Suite 400, Cleveland, OH 44115, USA
Phone (866) 995-6191
Directions
Wealth Management in Cuyahoga County, OH

Where Wealth Management Advisors in Cuyahoga County, OH Serve

Cuyahoga County, OH is a bustling hub of industry and culture, boasting a plethora of landmarks and top employers. From the iconic Rock and Roll Hall of Fame to the historic West Side Market, there is no shortage of must-see destinations in this vibrant region. The county is home to major highways such as I-90 and I-480, as well as bustling streets like Euclid Avenue and Superior Avenue. Neighborhoods like Cleveland Heights, Lakewood, and Shaker Heights offer a diverse array of living options, each with their own unique charm and character. Top employers in the area include the Cleveland Clinic, University Hospitals, and Progressive Insurance, among others. With so much to see and do, Cuyahoga County is a true gem of the Midwest.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Cuyahoga County, OH is a bustling county with a population of over 1.2 million residents. The most common ways that residents of this county would be helped by a bank include access to financial services such as checking and savings accounts, loans, and credit cards. Banks can also provide financial education and resources to help residents make informed decisions about their money. In addition, banks can offer support to small businesses in the area, which can contribute to the growth and development of the local economy. With a diverse population and a range of financial needs, banks in Cuyahoga County must be equipped to handle complex financial situations and provide personalized service to each and every customer.

Insurance Broker

Residents of Cuyahoga County, OH can benefit from the services of an insurance broker in a number of ways. With the complexity of the healthcare system and the various insurance options available, an insurance broker can help residents navigate the often-confusing landscape of health insurance. For example, Cuyahoga County has a high number of uninsured residents, and an insurance broker can help these individuals find affordable coverage that meets their specific needs. Additionally, an insurance broker can assist residents in understanding their options for auto, home, and life insurance, and can help them find policies that provide the right level of coverage at a price they can afford. With the help of an insurance broker, residents of Cuyahoga County can feel confident that they have the protection they need to safeguard their health, their property, and their financial well-being.

Retirement Planning

Residents of Cuyahoga County, OH can greatly benefit from the services of a retirement planner. With the county's aging population, a retirement planner can help individuals navigate the complexities of retirement planning and ensure they have a secure financial future. Specifically, the planner can assist with determining the best retirement account options, such as 401(k) or IRA plans, and help individuals maximize their contributions. Additionally, they can provide guidance on Social Security benefits and how to optimize them. Cuyahoga County, OH is home to a diverse population, and a retirement planner can tailor their services to meet the unique needs of each individual, including those who may have limited resources or are facing health challenges. With the guidance of a retirement planner, residents can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Cuyahoga County, OH can benefit greatly from the services of a financial advisor. With the county being home to a diverse population, including both urban and suburban areas, a financial advisor can provide tailored advice to individuals based on their unique financial circumstances. For example, residents living in the city of Cleveland may have different financial goals and challenges than those living in the suburbs of Westlake or Solon. A financial advisor can help residents in Cuyahoga County with a range of financial matters, such as retirement planning, investment management, tax planning, and estate planning. With the county's economy being driven by a mix of industries, including healthcare, manufacturing, and technology, a financial advisor can also provide guidance on how to navigate the local job market and make informed career decisions.

Mortgage Loan Officer

Residents of Cuyahoga County, OH can greatly benefit from the services of a mortgage loan officer. These professionals can assist individuals in securing mortgage loans to purchase homes, refinance existing mortgages, and consolidate debt. Cuyahoga County, OH is home to a diverse population with varying financial backgrounds, and a mortgage loan officer can help tailor loan options to fit each individual's unique needs. Additionally, with the county's rich history and culture, a mortgage loan officer can provide guidance on available programs and incentives for first-time homebuyers, veterans, and low-income families. With the fluctuating nature of the housing market, a mortgage loan officer can also help residents navigate the complexities of interest rates and mortgage terms to ensure they are getting the best possible deal. Overall, a mortgage loan officer can provide invaluable support to residents of Cuyahoga County, OH looking to achieve their dream of homeownership.

Tax Services

Residents of Cuyahoga County, OH can benefit greatly from the expertise of a tax advisor. With the complex tax laws and regulations in place, it can be challenging for individuals to navigate the system effectively. A tax advisor can provide guidance on tax planning, tax preparation, and tax compliance, ensuring that residents are maximizing their deductions and minimizing their tax liabilities. Additionally, Cuyahoga County residents may be eligible for unique tax credits and incentives, such as the Ohio Motion Picture Tax Credit or the Ohio Research and Development Tax Credit, which a tax advisor can help them take advantage of. Moreover, with the recent economic downturn caused by the COVID-19 pandemic, tax advisors can assist residents in understanding the tax implications of the various relief programs available to them, such as the Paycheck Protection Program and the Economic Injury Disaster Loan. Overall, a tax advisor can provide valuable insights and support to Cuyahoga County residents, helping them navigate the complex tax landscape and achieve their financial goals.

Estate Planning Lawyer

Residents of Cuyahoga County, OH can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Cuyahoga County, OH, where the population is aging rapidly and many residents may have accumulated significant assets over their lifetimes. Additionally, an estate planning lawyer can help residents minimize their tax liabilities, which can be especially important in a state like Ohio, which has a relatively high estate tax. Furthermore, an estate planning lawyer can assist residents with creating trusts, which can be used to protect assets from creditors and ensure that they are passed down to future generations. Finally, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney and healthcare directives, which can ensure that their wishes are respected if they become unable to make decisions for themselves.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs