Winfield Associates Inc

MAI Capital Management, LLC in Independence offers integrated wealth management, family office services, investment management, and open architecture solutions. As a registered investment advisor (RIA), they specialize in retirement planning, estate planning, tax planning, and more to help clients achieve their financial goals. Generated from their website's infomation

Morgan Financial Solutions, led by Wesley W. Morgan, CLU, ChFC, is a financial advisory firm based in Independence, OH, dedicated to helping clients navigate their financial responsibilities and achieve their goals. The firm offers a range of services including financial planning, investment advice, and insurance solutions tailored to meet the unique needs of individuals and families. With a focus on empowering clients to take control of their finances, Morgan Financial Solutions provides resources such as budgeting tips, strategies for managing surprise expenses, and guidance on financial decisions during significant life changes like marriage or divorce. The firm emphasizes the importance of personalized financial strategies and professional support in achieving long-term financial well-being. Generated from the website