Connect with Top-Rated Financial Planners in Independence!

For over 40 years, Gateway Asset Management has helped individuals, retirees, families, and business owners achieve their financial goals by providing comprehensive financial planning and investment management services. Our team of professionals use a proprietary process, the Gateway Process, to help clients maximize the impact of their investments, achieve their financial planning goals, and minimize taxes. With a strong network of credentials and affiliations, we are committed to helping our clients live and enjoy what they have worked so long and hard to create.

The Legend Group, a leading financial consulting services provider, has been serving clients for over 50 years. Through Lincoln Investment, our team of experienced Financial Professionals offers personalized service and a wide variety of products. We provide investment planning, insurance, investments, and employer retirement plans to clients across Ohio, Kentucky, Maine, Missouri, New York, Tennessee, and Wisconsin.

At ProInvest Financial, we specialize in comprehensive financial planning and investment strategies for business owners, professionals, and pre-retirees. Our goal is to help you reach financial independence without sacrificing your quality of life. We have built our success on high-trust relationships and a dedicated service component. Our clients are our partners.

We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children's education, plan for retirement, and minimize your tax exposure. If you're a business owner, we help you plan and execute your exit strategy.

Hamel Advisory Services, LLC offers comprehensive financial planning and advisory services to individuals and families in the Parma Heights, OH area. Our team of experts provides personalized guidance on financial planning, investment management, social security maximization, legacy planning, life insurance, income planning, long-term care, and tax planning.