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Find Top Financial Advisors in Rocky River, Ohio

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Qualified Financial Advisors in Rocky River, Ohio
Financial Advisor Office Location Phone Number
Brent Dickerson, MS CFP® EA
Over Coffee Financial LLC
19300 Detroit Rd,
Rocky River, OH  44116
(440) 721-8052
James Elios
Elios Financial Group, Inc.
30700 Center Ridge Road,
Westlake, OH  44145
(440) 617-9100
Kevin Kroskey, CFP®, MBA
True Wealth Design, LLC
700 Ghent Road, Suite 100,
Akron, OH  44333
(330) 777-0688

Information on Qualified Financial Advisors in Rocky River

Qualifications CRD# 5305227
FirmCRD# 170695
Series 65

Compensation/Fee Fee-Based


Office Location 19300 Detroit Rd,
Suite 204,
Rocky River,
OH 
44116
Phone Number (440) 7218052

Brent Dickerson is Owner + Financial Advisor at Over Coffee Financial LLC. Brent previously founded Trinity Wealth Management, a Registered Investment Advisory firm in Texas. After moving to northeast Ohio, Brent reestablished his firm as Over Coffee Financial. Brent earned a Master's degree and additional graduate certificates from Texas Tech's University's Financial Planning department in 2006. In addition, Brent has worked for firms large and small in various capacities from investment management to comprehensive planning. Brent has been routinely quoted by various media outlets over the years on many financial topics. Brent wants to be a valuable resource to his clients and help them to make the best decisions regarding their financial future so that they can reach their goals. As a Certified Financial Planner professional and Enrolled Agent, Brent is able to help his clients because of his expertise in financial planning, investment management, and tax advice.

About Over Coffee Financial LLC

At OCF, the primary objective is to provide comprehensive planning, thorough advice, and guidance to help you make financial decisions with greater confidence and understanding. We're not here to tell you what you should do or want, but rather help you find the path that helps you attain what you want. For us, this starts with a cup of coffee and a conversation to get to know each other. We'd love to share our passion for helping you with your financial needs, so get in touch and let's plan to have a cup of coffee and a good conversation.



Qualifications CRD# 2681022
FirmCRD# 119873
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 30700 Center Ridge Road,
Westlake,
OH 
44145
Phone Number (440) 6179100

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities. He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000. Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China. Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.

About Elios Financial Group, Inc.

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT. MISSION: ENVISION | ENLIGHTEN | ENRICH We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives. VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.



Qualifications CRD# 5288710
FirmCRD# 143194
Series 65


Office Location 700 Ghent Road, Suite 100,
Akron,
OH 
44333
Phone Number (330) 7770688

Bio for Kevin Kroskey, CFP, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?