Alliance Bernstein

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Beachwood is here for you, serving Cleveland and the Northeast Ohio area, including Ashtabula, Cuyahoga, Geauga, Lake and Portage counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Kirtland Capital Partners, a private equity firm headquartered in Beachwood, Ohio, has been offering middle-market investment strategies for more than 30 years. Kirtland Capital partners with management teams of various manufacturing, distribution and business-to-business service companies to increase long-term value through growth and strategic, operational and financial improvements. Kirtland Capital Partners recognizes the complex challenges facing business owners and executives. As a supportive partner, Kirtland provides its operating management teams with the necessary capital and strategic support to grow during economic expansions, as well as to withstand economic downturns. Kirtland has maintained a record of growing and enhancing the value of its operating companies, generating substantial returns for investors and sharing the financial rewards with operating company managers.

Raymond James in Beachwood, OH is a financial advisory company providing a range of services including asset allocation, bonds, 401(k)s, college planning, tax planning, investments, and stocks. Under the leadership of Bill Theis, senior vice president of investments, this location offers expert guidance and support to clients seeking financial planning solutions. Generated from their available business information