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Financial Planners in Westlake, Ohio

Fidelity Investments photos
Fidelity Investments, Westlake
Westlake / Ohio / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Surface parking is available.
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Luke A Washburn - Ameriprise Financial Services, Inc. photos
Luke A Washburn - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Foundation Wealth Advisors, LLC photos
Foundation Wealth Advisors, LLC, Westlake
Westlake / Ohio / United States
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At Foundation Wealth Advisors, LLC, we strive to stand out from the typical wealth management firm and provide a higher level of care, trust, and fiduciary responsibility in and around Westlake, Ohio
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Katzbach Insurance Agency Inc. photos
Katzbach Insurance Agency Inc., Westlake
Westlake / Ohio / United States
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As an independent agent, we are committed to our clients and the companies we represent. Weve been successfully serving individuals, families and businesses in the Greater Cleveland area for almost 2 decades.

We represent many insurance companies to ensure we fit the appropriate insurance coverage for you while attracting a competitive rate. Here are some of the insurance companies we represent.

*Progressive
*Motorist (Mico)
*Victoria
*Foremost
*State Auto (State Auto National)
*SAFECO (American States)
*Farmers (F.A.C.T.)
*Orion (Guaranty National, Viking)
*GRE (Go America)
*American Collector
*GMAC Insurance (Integon)
*Ohio Fair Plan
*Hartford Steam Boiler
*Encompass Insurance

Our expertise is based on a well-trained, experienced professional staff and a serious conscientious attitude toward our clients.
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Aaron Vaughn - Ameriprise Financial Services, Inc. photos
Aaron Vaughn - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Matthew Daugherty - Ameriprise Financial Services, Inc. photos
Matthew Daugherty - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Lesjak Planning Corp photos
Lesjak Planning Corp, Westlake
Westlake / Ohio / United States
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Lesjak Planning Corporation specializes in financial planning. It offers various services to clients to ensure financial goals are attained. Such services include financial planning, retirement planning and estate planning.

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Fifth Third Securities - Kevin Kozlowski photos
Fifth Third Securities - Kevin Kozlowski, Westlake
Westlake / Ohio / United States
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Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you create the lifestyle you want. Our objective is to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The experienced Investment Professionals at Fifth Third Securities will work hard on your behalf to help bridge the gap between where you are, and where you want to go. As your situation or objectives change, your Investment Professional is here for you to discuss ways to adapt your strategy.
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Michael Vulku - Ameriprise Financial Services, Inc. photos
Michael Vulku - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Beverly Stiegele - Ameriprise Financial Services, Inc. photos
Beverly Stiegele - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Satish Singh - Ameriprise Financial Services, Inc. photos
Satish Singh - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Key Private Bank photos
Key Private Bank, Westlake
Westlake / Ohio / United States
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KeyBank originated in Cleveland many years ago. This particular location in Westlake (Crocker Park) specializes in private banking. This branch also handles wealth management and financial planning.

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David H Bogart - Ameriprise Financial Services, Inc. photos
David H Bogart - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Gregory Timura - Ameriprise Financial Services, Inc. photos
Gregory Timura - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Nate Petersen - Ameriprise Financial Services, Inc. photos
Nate Petersen - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Nick Pietrocola - Ameriprise Financial Services, Inc. photos
Nick Pietrocola - Ameriprise Financial Services, Inc., Westlake
Westlake / Ohio / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Wells Fargo Advisors photos
Wells Fargo Advisors, Westlake
Westlake / Ohio / United States
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A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.
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Elios Financial Group, Inc. photos
Elios Financial Group, Inc., Westlake
Westlake / Ohio / United States
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Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. We serve clients who have accumulated a minimum of $500,000 investable assets and generally net worth exceeding $1,000,000+
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Michael Brady & Co. LLC photos
Michael Brady & Co. LLC, Westlake
Westlake / Ohio / United States
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Whether you’re looking for sound investment advice or a guide to spending your golden years in relative comfort, Michael Brady, of Michael Brady & Co. LLC, can help. Michael has been helping clients attain financial freedom for over 25 years as a builder, keeper and steward of multi-generational wealth for substantial families worldwide. He has advised, consolidated and simplified his clients’ financial lives, providing them with peace of mind and confidence in their financial futures. Michael Brady & Co. understands that your familys personal financial needs, goals and objectives are unique and their advice is tailored to meet your familys unique circumstances by offering tailored financial planning which may include budgeting, cash flow and debt analysis, net worth review, asset allocation and asset location review, education planning, insurance analysis, employee benefit review, estate, asset protection, charitable gifting planning and review, business planning, retirement planning, long-term care planning, and social security and medicare analysis.
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Edward Jones - Financial Advisor: Brandon Clemens photos
Edward Jones - Financial Advisor: Brandon Clemens, Westlake
Westlake / Ohio / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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