Financial advisors in Mayfield Heights, OH

36 match · page 1 of 2

Catherine Veres
Financial advisor at Cornerstone Family Office, LLC
Cornerstone Family Office, LLC
CFP®VerifiedFinancial planning
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Karey Edwards
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Kevin Myeroff
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Melanie Ross
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Robert Casarona
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Ronald Bates
Financial advisor at St. Clair Advisors, LLC
St. Clair Advisors, LLC · $1.07B AUM
CFP®VerifiedFinancial planning
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Ryan Koler
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Zachary Gerber
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Ashley Mays
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
VerifiedFinancial planning
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Britney Mayer
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Carrie Rosko
Financial advisor at Cornerstone Family Office, LLC
Cornerstone Family Office, LLC
VerifiedFinancial planning
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Charles Gavin
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Connor Fife
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
VerifiedFinancial planning
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Craig Steinbrink
Financial advisor at St. Clair Advisors, LLC
St. Clair Advisors, LLC · $1.07B AUM
VerifiedFinancial planning
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David Sommer
Financial advisor at St. Clair Advisors, LLC
St. Clair Advisors, LLC · $1.07B AUM
VerifiedFinancial planning
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Deanna Green
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Denes Chapo
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Fred Botek
Financial advisor at St. Clair Advisors, LLC
St. Clair Advisors, LLC · $1.07B AUM
VerifiedFinancial planning
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Jeffory Harrison
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jennifer Collins
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
VerifiedFinancial planning
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Kimberly Jennings
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Laurence Santagata
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Michael Wasylyshyn
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
VerifiedFinancial planning
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Michael Zawatsky
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Phillip Friedman
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
VerifiedFinancial planning
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Rene Mercadante
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Richard Anderson
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
VerifiedFinancial planning
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Richard Majewski
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Ronald Moss
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
VerifiedFinancial planning
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Sean Williams
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Mayfield Heights, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Mayfield Heights, OH.

How this list works

Before you hire an advisor in Mayfield Heights, OH