How can I find an insurance broker near Broadview Hts, Ohio?

Mployer lets you search for Broadview Hts, Ohio-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Broadview Hts, Ohio paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Broadview Hts, Ohio area?

It can feel overwhelming to sift through the many brokers in the Broadview Hts, Ohio area. It's why Mployer provides a free comprehensive list of all Broadview Hts, Ohio insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Broadview Hts, Ohio?

Insurance brokers, agents, and consultants in Broadview Hts, Ohio all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Broadview Hts, Ohio based insurance brokers and consultants.

Should I hire an independent Broadview Hts, Ohio insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Broadview Hts, Ohio. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Broadview Hts, Ohio area will have familiarity to the Broadview Hts, Ohio healthcare systems and insurance plans. This gives Broadview Hts, Ohio insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Broadview Hts, Ohio?

It can feel overwhelming to sift through the many brokers in the Broadview Hts, Ohio area. That is why Mployer provides a free comprehensive list of all Broadview Hts, Ohio insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Broadview Hts, Ohio-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Broadview Hts, Ohio based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Broadview Hts, Ohio do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Broadview Hts, Ohio brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Broadview Hts, Ohio-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Broadview Hts, Ohio-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Broadview Hts, Ohio

Advisors near Broadview Hts, Ohio

Showing 1 - 12 of 57 results

ENZA FINANCIAL, LLC

Independence, Ohio

Enza Financial, LLC, a small investment advisory firm located in Independence, OH, is dedicated to providing comprehensive financial solutions to a diverse client base. With over 60 individual clients and an impressive $110,790,000 in assets under management, Enza Financial has established itself as a trusted partner in managing clients' wealth. Based in a single office, the firm caters to a wide range of clients, offering discretionary asset management for all their assets. This approach allows Enza Financial to make informed investment decisions on behalf of their clients, tailored to their unique financial goals and risk tolerance. While less than 30% of their assets under management come from 401K and individual accounts, Enza Financial has the capability to effectively manage employer funds, further expanding their service offerings. The compensation structure of Enza Financial is diverse, including a percentage of assets under management and hourly charges, ensuring flexibility and fairness in their fee arrangements. With a total of five employees, four of whom provide investment advisory services, the firm maintains a favorable advisor-to-client ratio, allowing for personalized attention and dedicated service. Enza Financial's investment advisors average approximately $27,700,000 in assets under management per advisor, reflecting their ability to handle substantial portfolios. Seasoned advisors such as Linda Cahill, Scott Fischer, and Joseph Crea bring valuable experience and expertise to the firm, contributing to its long-standing success. Enza Financial, LLC prides itself on its commitment to delivering exceptional financial advice and strategies tailored to each client's unique circumstances. With a client-centric approach and a focus on building long-term relationships, Enza Financial strives to empower its clients to achieve their financial objectives and secure their financial future.

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SAGA PARTNERS LLC

Independence, Ohio

Saga Partners LLC, based out of Independence, OH, is a highly reputable investment advisory firm providing expert financial services to a diverse client base. With over 70 individual clients and an impressive $135,282,000 in assets under management, Saga Partners LLC has established itself as a trusted partner in wealth management. As a small firm, Saga Partners LLC prides itself on its personalized approach to investment advisory services. Their sole office in Independence, OH serves as a hub for their operations, ensuring close communication and accessibility to their valued clients. The firm's compensation structure is designed to align with their clients' best interests. It includes various types of fees, such as a percentage of assets under management and fixed fees, enabling flexibility to meet different client needs. Saga Partners LLC operates with a team of two dedicated employees, both of whom are registered advisors. Their combined expertise and commitment to providing exceptional investment advisory services have contributed to the firm's success. Each advisor handles an average of approximately $67,640,000 in assets under management, a figure that aligns with industry standards. Notably, Michael Nowacki and Joseph Frankenfield stand as two of the longest-tenured registered advisors within the firm. Their experience and knowledge serve as valuable assets, further strengthening Saga Partners LLC's ability to deliver superior financial guidance and achieve their clients' investment objectives.

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BEACON FINANCIAL GROUP, INC.

Aurora, Ohio

Beacon Financial Group, Inc. is a highly regarded local investment advisory firm headquartered in Aurora, OH. With a single office location, they have established a strong presence in the area. The firm boasts a dedicated team of eight employees, all of whom specialize in providing top-notch investment advisory services to their esteemed clientele. With an average of $70,470,000 in assets under management per investment advisor, Beacon Financial Group, Inc. remains on par with the industry average, reflecting their expertise and ability to deliver reliable financial guidance. The company's compensation structure is designed to cater to diverse client needs and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts constitute less than 30% of their assets under management, Beacon Financial Group, Inc. possesses the necessary expertise and capacity to effectively manage employer funds. A significant portion of the assets they manage, precisely 71%, is under discretionary management, enabling clients to entrust their investments with confidence. In addition to their investment advisory services, Beacon Financial Group, Inc. extends their offerings as a registered representative of a broker-dealer, as well as an insurance broker or agent. Their comprehensive approach ensures that clients receive comprehensive financial solutions tailored to their unique requirements. The firm proudly serves a diverse client base, comprising over 170 individual clients with a total of $563,738,000 in assets under management. Notably, Beacon Financial Group, Inc. is home to experienced and tenured advisors such as Brent Besinger, Janet Bauer, and Heather Pollack, who have consistently demonstrated their commitment to client success.

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BEACON FINANCIAL ADVISORY LLC

Cleveland, Ohio

Beacon Financial Advisory LLC, based out of Cleveland, OH, is a highly reputable and client-focused investment advisory firm. With over 940 individual clients and an impressive $554,417,000 in assets under management, Beacon Financial Advisory LLC has established itself as a trusted partner in wealth management. As a local firm, Beacon Financial Advisory LLC operates out of six offices, strategically positioned to serve their diverse clientele. Their extensive experience in managing employer 401Ks and individual investments has solidified their expertise in this field. In fact, approximately half of their assets under management are derived from these sources. With a notable 89% of assets managed on a discretionary basis, Beacon Financial Advisory LLC demonstrates their ability to make informed investment decisions and tailor strategies to meet clients' specific financial goals. The firm's compensation structure is designed to offer flexibility and fairness to their clients. They offer multiple options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that align with their preferences and needs. With a team of 25 dedicated employees, 17 of whom specialize in providing investment advisory services, Beacon Financial Advisory LLC offers a personalized approach to wealth management. Their advisors boast an impressive average of $32,610,000 in assets under management per investment advisor. The firm takes pride in their experienced and committed team, including long-tenured advisors such as David Taucher, Spencer Dieck, and Karyn Pistone, who contribute to the company's strong reputation and success in guiding clients towards financial prosperity.

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LINDAHL & MANSAGER INC

Fairlawn, Ohio

Lindahl & Mansager Inc is a reputable investment advisory firm located in Fairlawn, Ohio. With a strong track record and a commitment to excellence, they have successfully built a portfolio of over 220 individual clients, managing assets worth an impressive $161,312,000. As a small firm with one office, Lindahl & Mansager Inc provides personalized and attentive service to their clients. They specialize in offering accounting services, catering to a diverse range of needs in this field. Notably, they have extensive experience managing employer 401Ks and individual assets, making them well-versed in this particular space. All of the assets managed by Lindahl & Mansager Inc are discretionary, ensuring that clients have complete trust and confidence in the firm's investment decisions. The majority of their clientele comprises high net worth individuals, highlighting their ability to handle substantial wealth portfolios effectively. The compensation structure at Lindahl & Mansager Inc includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment success. With a total of three dedicated employees, each providing investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor at Lindahl & Mansager Inc manages approximately $53,770,000 in assets, which is consistent with industry standards. Lindahl & Mansager Inc takes pride in its long-standing team of advisors, including Norman Lindahl, Douglas Mansager, and Laura Lindahl, who bring a wealth of experience and expertise to the firm. With their proven strategies and personalized approach, Lindahl & Mansager Inc continues to provide exceptional financial management services to their clients.

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HICKORY ASSET MANAGEMENT, INC.

Concord, Ohio

Hickory Asset Management, Inc. is a small investment advisory firm based out of Concord, OH. With a team of three dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse client base. Their expertise lies in managing assets under management (AUM) for individual clients, as well as employer 401K plans. With an average of $110,300,000 in AUM per investment advisor, Hickory Asset Management, Inc. maintains a solid track record, in line with industry averages. Their compensation structure includes various types, such as a percentage of AUM and performance-based fees, ensuring a mutually beneficial partnership with their clients. Having cultivated strong relationships, Hickory Asset Management, Inc. proudly serves over 230 individual clients, effectively managing more than $191,625,000 in AUM. Notably, a significant portion of their AUM is derived from employer 401K plans and individual investments, reflecting their proficiency in this domain. Demonstrating their commitment to meeting client needs, 91% of the assets they manage are handled on a discretionary basis. This discretionary approach allows Hickory Asset Management, Inc. to make informed investment decisions, leveraging their expertise and experience to optimize client portfolios. The firm operates out of a single office in Concord, OH, serving as a trusted resource for individuals and organizations seeking personalized investment advisory services. Notably, Hickory Asset Management, Inc. boasts a team of experienced advisors, including Christopher Entringer, Ryan Robaugh, and Daniel Lescoezec, who have been instrumental in the firm's success and are renowned for their long-standing tenure. Overall, Hickory Asset Management, Inc. stands out as a reputable and client-focused investment advisory firm, committed to helping individuals and organizations achieve their financial goals.

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MARCUM WEALTH, LLC

Cleveland, Ohio

MARCUM WEALTH, LLC, based out of Cleveland, OH, is a prominent regional investment advisory firm with a strong foothold in the financial industry. With over 2,020 individual clients and a staggering $2,250,828,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating through 12 offices, MARCUM WEALTH, LLC caters to a diverse range of clients. While their expertise extends to various investment vehicles, their primary focus lies on managing the assets of high net worth individuals. Although 401K and individual accounts represent a minority portion of their assets under management, the firm possesses the necessary capabilities to effectively handle employer funds. Notably, 99% of the assets they manage are discretionary, enabling them to make informed decisions aligned with their clients' financial goals. MARCUM WEALTH, LLC boasts a dedicated team of 34 employees, all of whom provide exceptional investment advisory services. With an average of $66,200,000 in assets under management per investment advisor, the firm remains on par with industry standards. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, ensuring a mutually beneficial partnership with their clients. The firm takes pride in its seasoned advisors, exemplified by the long-standing commitment of professionals such as Wendy Eldridge, Michael Mckeown, and Eric Wulff. These trusted advisors bring a wealth of knowledge and experience to the table, further enhancing the firm's reputation for delivering tailored financial solutions. As MARCUM WEALTH, LLC continues to serve its clients diligently, their unwavering dedication and strategic expertise position them as a leading investment advisory firm in the Cleveland area and beyond.

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ELIOS FINANCIAL GROUP, INC.

Westlake, Ohio

Elios Financial Group, Inc. is a small investment advisory firm based out of Westlake, OH, with one office. With a total of four employees, two of whom provide investment advisory services, they have established themselves as a reputable player in the financial industry. Elios Financial Group, Inc. manages an average of approximately $104,340,000 in assets under management per investment advisor, which is on par with the industry average. The firm's compensation structure is diverse, encompassing a range of methods such as a percentage of assets under management, hourly charges, subscription fees, and commissions. Notably, around half of their assets under management come from employer 401Ks or individuals, reflecting their strong expertise in this particular area. An impressive 92% of the assets they manage are discretionary, providing clients with flexibility and trust in their decision-making. Elios Financial Group, Inc. predominantly serves high-net-worth individuals, catering to their specific financial needs. Additionally, they offer other valuable services such as being a registered representative of a broker-dealer and functioning as an insurance broker or agent. With a substantial client base of over 190 individuals, Elios Financial Group, Inc. oversees more than $208,684,000 in assets under management. The firm boasts a team of experienced professionals, including James Elios and Brandon Steinhagen, who are among the longest-tenured registered advisors at the company. Their expertise, coupled with a strong commitment to client satisfaction, sets Elios Financial Group, Inc. apart in the financial advisory landscape.

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VANTAGE FINANCIAL GROUP, INC.

Cleveland, Ohio

Vantage Financial Group, Inc. is a premier investment advisory firm based out of Cleveland, Ohio. With 59 dedicated employees, including a team of 20 experienced investment advisors, they have established themselves as a trusted partner in the financial industry. The firm boasts an impressive average of approximately $243,260,000 in assets under management per investment advisor, surpassing the industry standard. Vantage Financial Group, Inc. distinguishes itself by offering a diverse compensation structure that includes a percentage of assets under management, ensuring alignment with their clients' interests. Their comprehensive services cater to a wide range of individual clients, with over 1,670 individuals entrusting them with their assets, totaling more than $629,953,000 under management. Notably, Vantage Financial Group, Inc. has garnered substantial expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their total assets under management. This proficiency in the retirement space showcases their commitment to assisting clients in securing their financial future. In addition to investment advisory services, Vantage Financial Group, Inc. extends its capabilities as an insurance broker or agent, offering comprehensive coverage options to further safeguard their clients' financial well-being. Operating from six offices across Cleveland, Vantage Financial Group, Inc. ensures convenient accessibility for their clientele. The firm takes pride in its team of seasoned advisors, including industry veterans James Henyey, Michael Cleary, and Kemper Arnold, whose extensive experience adds tremendous value to the services provided. With a solid track record of managing 79% of their assets under management on a discretionary basis, Vantage Financial Group, Inc. continues to serve as a trusted advisor and a cornerstone of financial success for their clients.

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CORNERSTONE WEALTH MANAGEMENT

Westlake, Ohio

Cornerstone Wealth Management, based out of Westlake, OH, is a reputable investment advisory firm serving over 250 individual clients with a remarkable $329,922,000 in assets under management. With a commitment to delivering personalized financial solutions, Cornerstone Wealth Management has established itself as a trusted partner in helping clients achieve their financial goals. As a small firm with one office, Cornerstone Wealth Management offers a range of services tailored to meet the diverse needs of its clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm also possesses the expertise and capability to manage employer funds, demonstrating their comprehensive approach to wealth management. The firm's compensation structure is designed to align with client interests and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable and transparent fee arrangement for their specific requirements. Cornerstone Wealth Management boasts a team of eight dedicated professionals, four of whom provide investment advisory services. With an average of approximately $82,480,000 in assets under management per investment advisor, the firm's advisors deliver quality guidance and service that is in line with industry standards. Notably, Cornerstone Wealth Management takes pride in its experienced team, with some of the longest-tenured advisors being Michael Kelley, Christina Fanourakis, and Nick Dionisos. Their collective expertise and commitment to client success contribute to the firm's exceptional reputation in the financial advisory space. Through their personalized approach, comprehensive services, and experienced team, Cornerstone Wealth Management continues to serve as a trusted partner for individuals and employers seeking sound financial guidance and effective wealth management strategies.

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CORNERSTONE WEALTH MANAGEMENT

Westlake, Ohio

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LAKERIDGE WEALTH MANAGEMENT LLC

Mentor, Ohio

Lakeridge Wealth Management LLC, a well-established local investment advisory firm with nine offices based in Mentor, OH, has been diligently serving a diverse clientele. With over 710 individual clients and assets under management exceeding $456,176,000, they have demonstrated their commitment to delivering exceptional financial solutions. As a comprehensive financial services provider, Lakeridge Wealth Management LLC goes beyond investment advisory services. They also serve as registered representatives of a broker-dealer and offer insurance brokerage services. This diverse range of offerings positions them as a one-stop solution for clients' financial needs. Approximately half of their assets under management are sourced from employer 401Ks or individuals, reflecting their proficiency in managing these accounts. With extensive experience in this space, Lakeridge Wealth Management LLC possesses the necessary expertise to guide clients toward their financial goals. The firm operates on a discretionary basis, managing 100% of the assets entrusted to them with meticulous care. Their compensation structure includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in client engagements. Lakeridge Wealth Management LLC takes pride in its team of 18 dedicated employees, including 10 investment advisory professionals. Each investment advisor manages an average of approximately $45,620,000 in assets under management, reflecting their dedication to providing personalized attention and comprehensive financial strategies. The firm is further distinguished by its experienced advisors, including Brian Distler, Brandon Kane, and Kayla Stowe, who have demonstrated long-standing commitment to their clients' financial success. Their expertise and tenure contribute to Lakeridge Wealth Management LLC's reputation as a trusted and reliable partner in the industry.

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LANDING POINT FINANCIAL GROUP, LLC

Avon, Ohio

Landing Point Financial Group, LLC is a reputable local investment advisory firm based out of Avon, Ohio, with two offices. With a total of 11 dedicated employees, the firm specializes in providing comprehensive investment advisory services. Six of their skilled professionals are solely focused on offering expert advice in investment strategies. Each investment advisor manages an average of approximately $36,890,000 in assets under their supervision. The compensation structure at Landing Point Financial Group, LLC encompasses various methods, including a percentage of assets under management and fixed fees. Notably, around half of the assets they manage originate from employer 401Ks or individuals, indicating their strong expertise in this specific domain. Moreover, the firm prides itself on having a 100% discretionary management approach for all the assets entrusted to their care. Boasting an extensive client base, Landing Point Financial Group, LLC serves over 510 individual clients, overseeing a substantial $221,366,000 in assets under management. With an impressive track record and commitment to delivering exceptional service, the firm has garnered a stellar reputation in the financial industry. Landing Point Financial Group, LLC attributes its success in part to the contributions of some of its longest-tenured advisors, including Susan Vasu, Garrett Bourbina, and Denise Shafer. Their extensive experience and unwavering dedication have helped shape the firm's strong presence in the market. Overall, Landing Point Financial Group, LLC offers a comprehensive suite of investment advisory services, backed by a team of knowledgeable professionals and a client-focused approach. With their expertise and commitment to delivering results, they are well-positioned to guide individuals and employers towards their financial goals.

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