Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Avon has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Avon, Ohio have an average of 19 years of experience.
James Elios
CLU®, ChFC®
Elios Financial Group, Inc.
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Flat Fee, Based on Assets
Jonathan Kesselman
JD, CFP®, CDFA®
Kesselman Wealth Management
Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Jeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group
Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LANDING POINT FINANCIAL GROUP, LLC 36350 Detroit Rd., Avon, OH, 44011 | $221,365,583 | 1517 | 11 | A Percentage of AUM, Fixed Fees |
2 | EDGEWATER PRO SPORTS FINANCIAL 36855 American Way, Suite F, Avon, OH, 44011 | $117,000,000 | 491 | 1 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 312978
Assets Under Management $221,365,583
No. Of Clients1517
Clients Per Financial Advisor138
LANDING POINT FINANCIAL GROUP, LLC is a financial advisory firm situated in Avon, Ohio. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1517 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 135316
Assets Under Management $117,000,000
No. Of Clients491
Clients Per Financial Advisor491
EDGEWATER PRO SPORTS FINANCIAL is a financial advisory firm situated in Avon, Ohio. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.