WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Westlake, Ohio. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Westlake, Ohio|
|Financial Advisor||Office Location||Phone Number|
|Brent Dickerson, MS CFP® EA
Over Coffee Financial LLC
19300 Detroit Rd,
Rocky River, OH 44116
19300 Detroit Rd,
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.
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.
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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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
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.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?