Explore Financial Advisors Serving Cleveland, OH

Koler Financial Group is a trusted financial advisory firm specializing in retirement planning, insurance, estate planning, investment management, and tax services. With over 50 years of experience since 1972, we deliver personalized solutions to help clients achieve long-term financial security. Our team of certified professionals combines expertise with integrity to create strategies that align with individual goals.

Clearstead is a financial advisory firm specializing in integrated wealth management solutions for affluent families and institutions. We combine tax planning, investment management, and trust administration with institutional consulting services to ensure long-term prosperity. Our proprietary platforms and experienced team deliver tailored strategies that address both current needs and generational objectives.

Flagship Capital Advisors provides personalized wealth management and financial planning services, focusing on retirement strategies, investment portfolio design, and risk management. As fiduciaries, we prioritize client goals through tailored financial plans and proactive guidance. Our expertise spans estate planning, tax-sensitive strategies, and wealth preservation to support long-term financial security.

Integrated Retirement Plan Solutions provides specialized retirement planning services for closely held businesses. We design customized qualified retirement plans including cash balance pensions, employee stock ownership programs, and defined contribution models. Our integrated approach combines expert consultation with actuarial services to deliver comprehensive solutions that meet specific business needs.

Fairpoint Wealth Management provides independent, fee-only financial advisory services specializing in retirement planning and investment management for high-income professionals and affluent families. We offer fiduciary guidance tailored to individual financial goals, focusing on tax-efficient, low-cost investment strategies and comprehensive wealth planning. Our expertise includes navigating complex financial situations and creating personalized retirement income solutions.

Skylight Financial Group provides expert financial planning, investment advisory, and insurance services across Ohio. Our team of 200+ professionals delivers tailored solutions for retirement, business strategies, and family protection. Backed by industry-leading partners, we combine personalized guidance with proven expertise to empower client financial freedom.

Hamel & Associates provides fiduciary financial planning and investment management for retirees and pre-retirees in Northeast Ohio. We specialize in personalized retirement readiness reviews, legacy planning, and Social Security maximization strategies. Our client-centric approach focuses on preserving assets through tax-efficient strategies and coordinated estate planning solutions.