Which Financial Advisor Should You Choose in Cleveland, OH?

Skylight Financial Group provides comprehensive financial planning services tailored to individual and business needs. With over 200 professionals, we specialize in retirement strategies, business financial solutions, and family protection plans. Our client-first approach emphasizes personalized guidance and free initial consultations to help clients achieve long-term financial goals.

Clearstead provides comprehensive wealth management and investment consulting services to affluent families and institutions. Our integrated approach combines tax planning, financial planning, trust administration, and investment management to create personalized strategies that ensure long-term prosperity. With over 35 years of experience and a team of credentialed professionals, we deliver objective, research-driven solutions tailored to complex financial situations.

Koler Financial Group provides comprehensive financial planning services, including retirement, investment, tax, and estate planning, alongside insurance solutions. Founded in 1972, we serve over 3,500 clients in Northeast Ohio with a focus on integrity, personalized strategies, and long-term client relationships.

E & D Realty & Investment provides full-service commercial property management for apartment complexes, office spaces, and mixed-use developments in Greater Cleveland. With over 50 years of experience, we specialize in leasing, maintenance, financial reporting, and tenant relations. Our certified team ensures compliance and leverages local market expertise to protect and grow real estate investments.

Integrated Retirement Plan Solutions specializes in customized qualified retirement plans for closely held businesses. We provide comprehensive actuarial services, legal documentation, and ongoing plan maintenance through an integrated service model. Our expertise in cash balance pension plans, employee stock ownership programs, and defined contribution solutions helps business owners maximize tax benefits while securing financial futures for themselves and their employees.

Hamel & Associates provides comprehensive financial planning and retirement strategy solutions for individuals seeking to protect and grow their wealth. Our firm specializes in personalized investment management, Social Security maximization, and legacy planning while maintaining fiduciary responsibility to clients. We combine educational resources with tailored financial strategies to address retirement risks and opportunities.

Fairpoint Wealth Management is an independent, fee-only fiduciary financial advisory firm specializing in retirement planning and investment management for high-income professionals and affluent families. Established in 2017, we help clients navigate complex financial decisions through personalized strategies that optimize wealth accumulation and retirement income. Our services include portfolio design, employee benefits analysis, and comprehensive financial planning.

Rockport Wealth Advisors is a registered investment advisory firm providing personalized financial planning and wealth management services. We specialize in retirement strategies, tax-efficient investments, and business owner advisory solutions. Established in 2013, our team of certified professionals delivers client-focused services grounded in experience and regulatory compliance.