Wealth Management in Middleburg Heights, OH

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List of Firms

Middleburg Heights, OH Wealth Management Firms

SEC File# 801-108417
CRD# 158173
5 out of 5
Location 7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130, USA
Phone (440) 572-5552
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Dawn Mullenax
Location 15050 Bagley Rd, Middleburg Heights, OH 44130, USA
Phone (440) 885-4786
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Skybox Financial Group
Location 7261 Engle Rd Suite 202, Middleburg Heights, OH 44130, USA
Phone (440) 238-6983
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Fairpoint Wealth Management
Location 9355 Basswood Dr, Olmsted Falls, OH 44138, USA
Phone (216) 272-0514
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Securities America Inc
Location 7550 Lucerne Dr # 204, Cleveland, OH 44130, USA
Phone (440) 239-9391
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Wealth Management in Middleburg Heights, OH

Where Wealth Management Advisors in Middleburg Heights, OH Serve

Middleburg Heights, OH is a vibrant city located in Cuyahoga County. The city is home to several notable landmarks, including the Southland Shopping Center, Baldwin Wallace University, and the Middleburg Heights Community Center. The city also boasts several top employers, including Southwest General Health Center, the Cleveland Clinic, and the Middleburg Heights City Schools. Major highways and streets in the area include Interstate 71, Route 42, and Pearl Road. The city is divided into several distinct neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet suburban retreat or a bustling urban center, Middleburg Heights has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Middleburg Heights, OH can benefit from a bank in various ways. For instance, a bank can provide them with a range of financial services, including savings and checking accounts, loans, mortgages, and credit cards. Moreover, with the growing number of small businesses in Middleburg Heights, banks can offer business loans and lines of credit to help entrepreneurs grow their businesses. Additionally, banks can provide investment and wealth management services to help residents plan for their future and achieve their financial goals. Furthermore, with the increasing number of retirees in Middleburg Heights, banks can offer retirement planning services and provide access to retirement accounts such as IRAs and 401(k)s. Overall, a bank can play a critical role in helping residents of Middleburg Heights manage their finances and achieve financial security.

Insurance Broker

Residents of Middleburg Heights, OH could greatly benefit from the expertise of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complexities of insurance policies and coverage options. From finding the best health insurance plan to protect against rising healthcare costs, to securing comprehensive auto insurance for the city's busy roads, an insurance broker can provide tailored solutions to meet the unique needs of Middleburg Heights residents. Additionally, with the city's proximity to Cleveland Hopkins International Airport, an insurance broker can help travelers obtain travel insurance to protect against unexpected trip cancellations or medical emergencies while abroad. With so many insurance options and variables to consider, an insurance broker can provide valuable guidance and support to help Middleburg Heights residents make informed decisions and achieve peace of mind.

Retirement Planning

Residents of Middleburg Heights, OH can benefit greatly from the services of a retirement planner. With a population of over 15,000 people, Middleburg Heights is a thriving community that is home to many retirees. A retirement planner can assist these residents in developing a comprehensive financial plan that takes into account their unique situation, including their assets, liabilities, and retirement goals. In addition, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the maximum benefits to which they are entitled. With the cost of living in Middleburg Heights being higher than the national average, a retirement planner can also help residents manage their expenses and create a budget that allows them to enjoy their retirement years without financial stress. Overall, a retirement planner can be an invaluable resource for residents of Middleburg Heights, providing them with the guidance and support they need to navigate the complexities of retirement planning.

Financial Advisor

Residents of Middleburg Heights, OH can greatly benefit from the guidance of a financial advisor. With a population of over 15,000 people, the city has a diverse range of financial needs and goals. A financial advisor can help individuals and families navigate the complexities of retirement planning, investment strategies, and debt management. In particular, Middleburg Heights is home to many small business owners who may require specialized financial advice to help grow their businesses. Additionally, the city has a significant aging population, and a financial advisor can provide guidance on long-term care planning and estate planning. With the ever-changing economic landscape, a financial advisor can help residents of Middleburg Heights stay informed and make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Middleburg Heights, OH can benefit from the assistance of a mortgage loan officer in a variety of ways. With the city's population steadily increasing, many residents are looking to purchase their first home or upgrade to a larger property. A mortgage loan officer can help guide residents through the complex process of securing a mortgage, including evaluating their financial situation, determining how much they can afford to borrow, and finding the best interest rates and loan terms. Additionally, with Middleburg Heights being a suburb of Cleveland, residents may be eligible for special loan programs offered by the city or state that a mortgage loan officer can help them access. With the help of a skilled loan officer, residents can navigate the often-confusing world of home financing and achieve their dreams of homeownership.

Tax Services

Middleburg Heights, OH residents can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can assist residents in navigating the complex tax laws and regulations that are unique to Ohio. They can also provide guidance on tax planning and help residents minimize their tax liability. Additionally, a tax advisor can help Middleburg Heights residents take advantage of tax credits and deductions that they may be eligible for, such as the Ohio College Advantage 529 Savings Plan. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, a tax advisor can provide valuable advice on how to manage finances and take advantage of relief programs such as the Paycheck Protection Program and the Economic Injury Disaster Loan. In summary, a tax advisor can be an invaluable asset to Middleburg Heights residents looking to navigate the complexities of the tax system and maximize their financial well-being.

Estate Planning Lawyer

Residents of Middleburg Heights, OH can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in creating comprehensive plans for individuals and families to manage their assets and protect their loved ones in the event of unexpected circumstances. In Middleburg Heights, where the median household income is higher than the Ohio average, estate planning can be particularly complex. An estate planning lawyer can help residents navigate the intricacies of tax laws and ensure that their assets are distributed according to their wishes. Additionally, with the city's aging population, an estate planning lawyer can assist with long-term care planning and ensure that healthcare decisions are made in accordance with the client's wishes. Overall, an estate planning lawyer can provide invaluable assistance to Middleburg Heights residents in safeguarding their assets and providing peace of mind for the future.

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