Best Financial Advisors in Parma

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Parma, OH

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Brookside Tax & Financial Group logo
Visit WebsiteWebsite

Brookside Tax & Financial Group

10150 W. Sprague Road, Parma, OH 44130
Visit WebsiteWebsite
  • Retirement Planning

Business Description

Brookside Tax & Financial Group is an investment advisory firm that serves clients in Parma. The firm aims to become a one-stop advisor clients can go to for their investment, tax, insurance, estate, and retirement planning needs. Brookside considers clients' investment goals, risk tolerance, desired returns, tax situation, and cash requirements in providing investment advice and recommendations. Christopher A. Anselmo, the firm's president, is both an attorney and a Personal Financial Specialist (PFS). He dedicates his service to tax, finance, law, and accounting.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.4 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
JK Investment Group logo
Visit WebsiteWebsite

JK Investment Group

6050 Oak Tree Blvd. Suite 100, Independence, OH 44131
Visit WebsiteWebsite
  • Estate Planning

Business Description

JK Investment Group is a financial services firm serving Parma. The company collaborates with clients, customizing wealth management, retirement planning, and insurance products to help them meet financial goals. It provides retirement, tax, 401(k), 403(b), estate planning, and profit-sharing plans as part of its financial planning services. It also assists with investments such as bonds, stocks, and brokerage accounts, and offers insurance products like disability income, life, and long-term care insurance. The company has been in operation since 2002.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Kelley Financial Planning logo
Visit WebsiteWebsite

Kelley Financial Planning

Cleveland, OH
Visit WebsiteWebsite
  • Financial Planning

Business Description

Kelley Financial Planning is a fiduciary, independent company helping clients in Parma achieve their financial goals. Providing comprehensive financial planning assistance, the agency determines clients' objectives to give insights and advice about their cash flow, budgeting, and debt management. Its advisor reviews investment portfolios and recommends strategies for improvement or diversification. In addition, the firm handles employee benefits and insurance assessments. It assists in creating retirement, college, tax, and estate plans. Founder Michael Kelley holds a CFP certification.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Yelp
5.0 / 5 (1)
Kennard Financial Services logo
Visit WebsiteWebsite

Kennard Financial Services

5250 Transportation Boulevard Suite 100, Garfield Heights, OH 44125
Visit WebsiteWebsite

Business Description

Kennard Financial Services offers customized financial programs for clients in Parma. The firm provides bonds, common stocks, brokerage accounts, IRAs, and treasury bills to clients who like to invest. It advises individuals in creating retirement, college, estate, profit sharing, tax, and 401k or 403b plans. In addition, the company has disability income, life, long-term care, and short-term medical insurance products. President Lawrence P. Kennard, who started in the industry in 1974, received his CFP certification in 1981.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
KO Advisors logo
Visit WebsiteWebsite

KO Advisors

6140 W Creek Rd, Suite 200, Independence, OH 44131
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Business Description

KO Advisors offers financial planning services to clients in the Parma area and the surrounding communities. Its services include income tax, family, investment, and retirement planning. The firm uses a review process to organize information, create comprehensive plans, and determine unique goals and plans. Kevin M. Komar is a Certified Financial Planner who has been working with KO Advisors since 2006. Komar also has a background working as a financial planner with a focus on savings, budgeting, and investment.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.6 / 5 (10)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Koler Financial Group logo
Visit WebsiteWebsite

Koler Financial Group

6400 Pearl Road, Parma Heights, Oh 44130
Visit WebsiteWebsite
  • Finance Planning
  • Financial Planning

Business Description

Koler Financial Group has been serving individuals and families in Parma and other communities in Northeast Ohio for over four decades. The family-owned agency handles estate planning, investment, tax, retirement, and insurance matters. Throughout the years, Koler Financial Group has served over 3,500 clients. Gerald M. Koler, its president, is a Certified Financial Planner who has over three decades of experience in the industry. Under SagePoint Financial, Inc., he is also a registered principal and investment advisor representative.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––
Lineweaver Financial Group logo
Visit WebsiteWebsite

Lineweaver Financial Group

9035 Sweet Valley Dr, Valley View, OH 44125
Visit WebsiteWebsite
  • Finance Planning

Business Description

Since 1993, Lineweaver Financial Group has been serving business owners, executives, pre-retirees, and retirees in Parma and neighboring areas. Its team of financial advisors assists clients in wealth management, retirement planning, healthcare cost management, tax strategies, insurance plans, and estate planning. In the financial industry for over 25 years, founder Jim Lineweaver is a Certified Financial Planner and a qualifying member of the Million Dollar Round Table. He has regular appearances in media, including WKYC Channel 3 and Fox 8.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Research Financial Strategies logo
Visit WebsiteWebsite

Research Financial Strategies

6674 Pearl Road, Parma, OH 44130
Visit WebsiteWebsite
  • Financial Planning

Business Description

Research Financial Strategies is a wealth management firm serving Parma and the surrounding areas. It specializes in providing financial advice to families, athletes, retirees, executives, and business owners. Its advisors handle family investments, retirement accounts, college savings, and company 401k services. They assist clients in designing a financial strategy tailored to their specific needs by taking the time to listen to the client's concerns, devise an individualized plan, and make adjustments to the portfolio if necessary.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Simic CPA logo
Visit WebsiteWebsite

Simic CPA

6485 Ridge Rd,, Parma, OH 44129
Visit WebsiteWebsite
  • Estate Planning

Business Description

Simic CPA offers clients in the Parma metro financial advice and guidance. The firm guides clients in making decisions regarding wealth management and helps them secure their future through comprehensive plans and investment strategies. Its financial planning services include mutual funds accounts, annuities, and retirement solutions. It also works with clients who are looking for life, long term, and disability insurance. The firm assists its corporate clients with bookkeeping, tax preparation, business consultations, and audits.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.4 / 5 (18)
Facebook
5.0 / 5 (11)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Skylight Financial Group logo
Visit WebsiteWebsite

Skylight Financial Group

2012 W. 25th Street, Suite 900, Cleveland, OH 44113
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Skylight Financial Group serves individuals, families, and businesses in Parma and surrounding areas. It follows a five-step approach in handling the clients' financial needs starting from identifying their financial objectives and explaining the process to the presentation of the financial plan and conducting a post-plan delivery review. It assists businesses in creating tax management strategies, preparing for succession, navigating buy and sell agreements, and customizing benefits packages. This company is composed of 200 financial professionals with different backgrounds, specializations, and certifications.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Strategic Wealth Partners logo
Visit WebsiteWebsite

Strategic Wealth Partners

5005 Rockside Road Suite 1200, Independence, OH 44131
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Business Description

Strategic Wealth Partners is an independently owned and managed investment advisory firm that serves clients in Parma. It specializes in helping individuals and business owners in achieving their financial goals. The firm provides an array of financial planning services that include retirement planning, portfolio management, tax exposure mitigation, and business succession planning. The founder, Mark Tepper, has more than 20 years of industry experience. He has appeared on CNBC and Fox Business as a financial contributor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Szarka logo
Visit WebsiteWebsite

Szarka

29691 Lorain Rd., North Olmsted, OH 44070
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Szarka is an independent financial services firm serving individuals, business owners, and employees in Parma and the surrounding areas. It provides a wide range of financial planning services, including investment management, retirement income planning, life and long-term care insurance, business succession planning, and estate and legacy planning. Lee Szarka, one of the professionals from the company, holds the CFP and ChFC designations. Szarka conducts presentations annually to educate members of Northeast Ohio companies and non-profit organizations on how to make informed decisions about their finances.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Vantage Financial Group logo
Visit WebsiteWebsite

Vantage Financial Group

6200 Rockside Road, Cleveland, OH 44131
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Vantage Financial Group, based in Cleveland, serves clients throughout the Parma area. It offers financial planning services, including insurance and estate planning, retirement and Social Security planning, trust and estate planning, and litigation support. Its financial advisors create personalized plans for each client and manage and monitor the plan according to the clients' financial goals. It also provides cash flow management and legacy gift strategies. Initially established as Szeretvai and Associates, the firm has been serving clients since 1969.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS