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Top Rated Financial Advisors in Highland Heights, Ohio

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Highland Heights, Ohio is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Highland Heights, Ohio with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Highland Heights, Ohio near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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James Elios

Elios Financial Group, Inc.
CLU®, ChFC®
James Elios, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. James holds a CLU®, ChFC® certification. James has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade Institutional , Fidelity

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Jonathan Kesselman

Kesselman Wealth Management
JD, CFP®, CDFA®
Jonathan Kesselman, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. Jonathan holds a JD, CFP®, CDFA® certification. Jonathan has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Jeremy DiTullio

Cleveland Financial Group
AWMA®, CFP®, CRPC®
Jeremy DiTullio, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. Jeremy holds a AWMA®, CFP®, CRPC® certification. Jeremy has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

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Tyler Emrick

True Wealth Design
CFP®
Tyler Emrick, a financial fiduciary, provides financial services to clients in the Akron, Ohio area. Tyler holds a CFP® certification. Tyler has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Shareholder Service Group, Charles Schwab, TD Ameritrade

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