Wealth Advocate Group

About Stratos Wealth Partners We are an independent wealth management firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Everyone’s situation, values and objectives are different. It is our utmost goal is to get to know you in order to provide personalized strategies that will grow with you throughout your life. We take pride in helping growing families and pre-retirees pursue their financial dreams.

North Star Advisory Group LLC is a financial planning firm based in Beachwood, OH. With a team of professionals dedicated to providing personalized services, they offer comprehensive financial solutions for individuals, families, and businesses. From retirement income planning to investment and insurance planning, their services are tailored to meet the unique needs and goals of their clients. With a focus on thorough research and coordination with other trusted professionals, North Star aims to consolidate, simplify, and strengthen their clients' financial lives. As Your Personal CFO, North Star takes a holistic approach to financial planning, recognizing that life isn't one-size-fits-all. They listen, assess, and present well-researched plans that adapt to life's uncertainties. With expertise in portfolio management, tax planning, estate planning, and more, they strive to help their clients achieve financial independence and peace of mind. Whether it's individuals seeking guidance for their personal finances or businesses looking to optimize their benefits and retirement plans, North Star Advisory Group LLC offers the expertise and support needed to navigate the complexities of financial planning.Generated from the website

OnCenter Financial Advisors, based in Beachwood, OH, specializes in providing independent, fee-only wealth management and financial planning services. Their commitment to high ethical standards and fiduciary responsibility ensures that clients receive unbiased, tailored investment guidance designed to achieve their unique financial goals. With a mission to deliver exceptional comprehensive investment management, OnCenter empowers clients to realize their financial vision, whether it's planning for retirement, funding education, or charitable giving. Led by experienced professionals like Carol, a Chartered Financial Analyst with an Ivy League MBA, the firm excels in simplifying complex financial concepts for clients, fostering trust and transparency throughout the financial advisory process. Generated from the website