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Financial Advisory Services in Independence, Ohio

Vantage Financial Group photos
Vantage Financial Group, Independence
Independence / Ohio / United States
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Vantage Financial Group is a financial services company serving individuals and corporations since 1969 with a large footprint in Northern Ohio. Our financial advisors and associates are experienced investment, insurance, retirement plan services, and corporate benefits professionals with a service-first mindset. Redefining Financial Services We are an independent, full-service, single source financial services company. We have redefined how financial services should be delivered to best serve and plan for our clients. Our business model is designed to provide hardworking people like you with a complete selection of services you need to manage your financial life. We accomplish this through our unique team structure made up of a diverse grouping of knowledgeable professionals specializing in investments, insurance, qualified retirement plans, health insurance, financial planning, estate planning support, litigation settlement support, and executive benefits. By assembling a team of specialists, and creating several specialty divisions of our firm, we are able to provide a wide range of quality service and advice through a single source. Please note our other locations at: 210 East Broad Street #201 Bethlehem, PA 18018 8798 Thornapple Drive Pickney, MI 48169 5800 Monroe Street Building A Sylvania, OH 43560
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Michael Kozlowski - Ameriprise Financial Services, Inc. photos
Michael Kozlowski - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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My team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future. We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Paul J La Banc III - Ameriprise Financial Services, Inc. photos
Paul J La Banc III - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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My team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future. We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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John Becker - Ameriprise Financial Services, Inc. photos
John Becker - Ameriprise Financial Services, Inc., Independence
Independence / 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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PNC Bank photos
PNC Bank, Independence
Independence / Ohio / United States
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At PNC, we believe you can handle your finances better by taking small steps today, and we’re right here ready to help make it easier for you. No matter how simple or complex your everyday needs may be, our range of products, services, and digital solutions can help you better manage them.
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Adam McClain - Ameriprise Financial Services, Inc. photos
Adam McClain - Ameriprise Financial Services, Inc., Independence
Independence / 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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Ziegler and Associates - Ameriprise Financial Services, Inc. photos
Ziegler and Associates - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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Our core values make us who we are and allow us to build lifelong relationships with you. As we change and grow, the beliefs that are important to us stay the same”putting you first, acting with integrity, pursuing happiness and serving our community. Were not only in the business of helping you pursue your wealth. Were also in the business of helping you grow your financial confidence in the future. Well help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. Were here to help you live the life youve earned. When you have the right advisor, 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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Angela Monateri - Ameriprise Financial Services, Inc. photos
Angela Monateri - Ameriprise Financial Services, Inc., Independence
Independence / 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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Patty Quiñónez - Ameriprise Financial Services, Inc. photos
Patty Quiñónez - Ameriprise Financial Services, Inc., Independence
Independence / 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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Patty Quiñónez - Ameriprise Financial Services, Inc. photos
Patty Quiñónez - Ameriprise Financial Services, Inc., Independence
Independence / 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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Walter Goggans - Ameriprise Financial Services, Inc. photos
Walter Goggans - Ameriprise Financial Services, Inc., Independence
Independence / 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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Brian Miller - Ameriprise Financial Services, Inc. photos
Brian Miller - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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My team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future. We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Christopher Roborecki - Ameriprise Financial Services, Inc. photos
Christopher Roborecki - Ameriprise Financial Services, Inc., Independence
Independence / 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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Danny Skrbis - Ameriprise Financial Services, Inc. photos
Danny Skrbis - Ameriprise Financial Services, Inc., Independence
Independence / 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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Donald Grassi - Ameriprise Financial Services, Inc. photos
Donald Grassi - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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My team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future. We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Theresa Guerini - Ameriprise Financial Services, Inc. photos
Theresa Guerini - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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My team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future.We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Steven Frederick - Ameriprise Financial Services, Inc. photos
Steven Frederick - Ameriprise Financial Services, Inc., Independence
Independence / 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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April McMain - Ameriprise Financial Services, Inc. photos
April McMain - Ameriprise Financial Services, Inc., Independence
Independence / 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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Capital Credit Solutions, Inc. photos
Capital Credit Solutions, Inc., Independence
Independence / Ohio / United States
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Financial solutions for debt problems. We assist with credit education and financial coaching. We offer credit repair, credit restoration with our memberships to assist with changing your problems into solutions.
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Harbor Light Wealth Advisors - Ameriprise Financial Services, Inc. photos
Harbor Light Wealth Advisors - Ameriprise Financial Services, Inc., Independence
Independence / Ohio / United States
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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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