Top 10 Financial Services Companies in Beachwood

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Below is the list of Top 10 Financial Services Companies in Beachwood ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Beachwood

1. Stratos Wealth Partners

Industry: Financial Services

Location: Beachwood, Ohio

Website: stratoswealthpartners.com

Company Founded: 2008

Company Size: 501-1000

Company Address: 3750 Park East Drive, Beachwood, Ohio, United States

Stratos Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Kathleen Nemetz Wealth Partner
Steve Reising Wealth Advisor
Bobbie Meola Managing Partner
Erica Gargol Wealth Advisor Partner - Stratos Wealth Partners
Adam Pollack Private Wealth Manager
Adam Pollack Private Wealth Manager
Adam Pollack Private Wealth Manager
Requires/Intent and 36 more Employees
Securities Trading & Brokerage
Corporate Finance Strategy
Data Analytics & Business Intelligence
Business Strategy & Growth Consulting
Hedge Fund & Private Equity Consulting
and more

2. Beacon Financial Partners

Industry: Financial Services

Location: Beachwood, Ohio

Website: beaconplanners.com

Company Founded: 2006

Company Size: 11-50

Company Address: 25825 Science Park Drive, Beachwood, Ohio, United States

Beacon Financial Partners Contact Details

Name Title LinkedIn Phone Email
Jeremy Clark Director, Retirement Plan Services
Jeremy Clark Director, Retirement Plan Services
Jeremy Clark Director, Retirement Plan Services
Linda Gordon Practice Manager - Pistone Wealth Advisors
Linda Gordon Practice Manager - Pistone Wealth Advisors
Linda Gordon Practice Manager - Pistone Wealth Advisors
Requires/Intent
Performance Tracking & KPI Analytics
AI-powered Financial Insights
Credit Rating & Analysis
and more

3. Wealth Advocate Group

Industry: Financial Services

Location: Beachwood, Ohio

Website: wealthadvocategroup.com

Company Founded: 2018

Company Size: 1-10

Company Address: 3750 Park East Drive, Beachwood, Ohio, United States

Wealth Advocate Group Contact Details

Name Title LinkedIn Phone Email
Jason Cohen Certified Financial Plannerâ Professional
Kenny Kowall Wealth Advisor
Kenny Kowall Wealth Advisor
Kenny Kowall Wealth Advisor
Requires/Intent
Tax Planning & Strategy
Customer Relationship Management (CRM)
and more

4. American Financial Network

Industry: Financial Services

Location: Beachwood, Ohio

Website: afnleasing.com

Company Founded: 1988

Company Size: 51-200

Company Address: 21403 Chagrin Boulevard, Beachwood, Ohio, United States

American Financial Network Contact Details

Name Title LinkedIn Phone Email
Brett Ellen Founder, President And Chief Executive Officer
Gilbert Beltran Senior Mortgage Loan Officer
Requires/Intent
HR & Talent Acquisition
Financial Planning & Retirement Solutions
and more

5. One Seven (we Are One Seven, Llc)

Industry: Financial Services

Location: Beachwood, Ohio

Website: weareoneseven.com

Company Founded: 2016

Company Size: 11-50

Company Address: 24400 Chagrin Boulevard, Beachwood, Ohio, United States

One Seven (we Are One Seven, Llc) Contact Details

Name Title LinkedIn Phone Email
Bruce Greenwald Co-founder, Financial Advisor
Requires/Intent
Insurance & Underwriting Services
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
API Integration For FinTech
and more

6. White Blaze Wealth Management

Industry: Financial Services

Location: Beachwood, Ohio

Website: whiteblazewm.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3750 Park East Drive, Beachwood, Ohio, United States

White Blaze Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jack Heksch Financial Planning Assistant
Requires/Intent
Sales & Lead Generation Strategy
Technology Consulting
Risk Assessment & Mitigation
Accounting Services
and more

7. Raintree Capital

Industry: Financial Services

Location: Beachwood, Ohio

Website: 1rtc.org

Company Founded: 2001

Company Size: 1-10

Company Address: 2000 Auburn Drive, Beachwood, Ohio, United States

Raintree Capital Contact Details

Name Title LinkedIn Phone Email
Kristopher Johnson Director Of Financial Planning At Stone Island Financial Planning; Portfolio Manager
Requires/Intent
ERP For Financial Institutions
Credit Rating & Analysis
Financial Auditing & Reporting
Technology Consulting
Performance Tracking & KPI Analytics
and more

8. College Planning Network, Llc

Industry: Financial Services

Location: Beachwood, Ohio

Website: collegeplanningnet.com

Company Size: 51-200

Company Address: 23625 Commerce Park, Beachwood, Ohio, United States

College Planning Network, Llc Contact Details

Name Title LinkedIn Phone Email
Andrea Zaremba College Counselor
Anita Bevel Client Service Specialist
Anita Bevel Client Service Specialist
Anita Bevel Client Service Specialist
Requires/Intent
Insurance & Underwriting Services
Corporate Finance Strategy
IoT-enabled Smart Banking Solutions
Tax Planning & Strategy
Debt Collection & Recovery
and more

9. Associated Concepts Agency, Inc.

Industry: Financial Services

Location: Beachwood, Ohio

Website: aca-incorp.com

Company Founded: 1980

Company Size: 1-10

Company Address: 25550 Chagrin Boulevard, Beachwood, Ohio, United States

Associated Concepts Agency, Inc. Contact Details

Name Title LinkedIn Phone Email
Amanda Wolfe Administrative Assistant
Amanda Wolfe Administrative Assistant
Amanda Wolfe Administrative Assistant
Requires/Intent
Hedge Fund & Private Equity Consulting
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
and more

10. Factoring Company

Industry: Financial Services

Location: Beachwood, Ohio

Website: factoringfast.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2000 Auburn Road, Beachwood, Ohio, United States

Factoring Company Contact Details

Name Title LinkedIn Phone Email
Selma Gonzaga Assistente Administrativo
Requires/Intent
Omnichannel Customer Support
Corporate Finance Strategy
and more
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Beachwood Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kathleen Nemetz Stratos Wealth Partners Wealth Partner
2 Steve Reising Stratos Wealth Partners Wealth Advisor
3 Bobbie Meola Stratos Wealth Partners Managing Partner
4 Erica Gargol Stratos Wealth Partners Wealth Advisor Partner - Stratos Wealth Partners
5 Adam Pollack Stratos Wealth Partners Private Wealth Manager
6 Adam Pollack Stratos Wealth Partners Private Wealth Manager
7 Adam Pollack Stratos Wealth Partners Private Wealth Manager
8 Jeremy Clark Beacon Financial Partners Director, Retirement Plan Services
9 Jeremy Clark Beacon Financial Partners Director, Retirement Plan Services
10 Jeremy Clark Beacon Financial Partners Director, Retirement Plan Services
11 Linda Gordon Beacon Financial Partners Practice Manager - Pistone Wealth Advisors
12 Linda Gordon Beacon Financial Partners Practice Manager - Pistone Wealth Advisors
13 Linda Gordon Beacon Financial Partners Practice Manager - Pistone Wealth Advisors
14 Jason Cohen Wealth Advocate Group Certified Financial Plannerâ Professional
15 Kenny Kowall Wealth Advocate Group Wealth Advisor
16 Kenny Kowall Wealth Advocate Group Wealth Advisor
17 Kenny Kowall Wealth Advocate Group Wealth Advisor
18 Brett Ellen American Financial Network Founder, President And Chief Executive Officer
19 Gilbert Beltran American Financial Network Senior Mortgage Loan Officer
20 Bruce Greenwald One Seven (we Are One Seven, Llc) Co-founder, Financial Advisor
21 Jack Heksch White Blaze Wealth Management Financial Planning Assistant
22 Kristopher Johnson Raintree Capital Director Of Financial Planning At Stone Island Financial Planning; Portfolio Manager
23 Andrea Zaremba College Planning Network, Llc College Counselor
24 Anita Bevel College Planning Network, Llc Client Service Specialist
25 Anita Bevel College Planning Network, Llc Client Service Specialist
26 Anita Bevel College Planning Network, Llc Client Service Specialist
27 Amanda Wolfe Associated Concepts Agency, Inc. Administrative Assistant
28 Amanda Wolfe Associated Concepts Agency, Inc. Administrative Assistant
29 Amanda Wolfe Associated Concepts Agency, Inc. Administrative Assistant
30 Selma Gonzaga Factoring Company Assistente Administrativo

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