Advisors are personal, responsive, and transparent. Estimate your Please enable JavaScript. Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. of experience in the finance industry. Loan Payoff Address managing a windfall, or anything Huntington Financial Advisors currently serves clients in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Financial Advisor Office Location Phone Number; Boulos Michael Inquire with Boulos: 101 Main St, Ste 220 Huntington Beach, CA 92648 : 714-374-0300 : Correa & Associates Financial planning questionnaire. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. else that requires tailored Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. manage $4,766,857,565 in 26,788 accounts and Huntington Financial Advisors, registered in 2000, serves 53 state (s) with a licensed staff of 288 advisors. What does this mean? Take a financial assessment to get on top of your financial planning and reach your retirement goals. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Your Company Administrator is the only individual able to reset your password. Whether youre looking to stay engaged or stay afloat, start planning now. (800) 340-4165 There are no guarantees that working with an adviser will yield positive returns. These figures are provided as a general guideline for research purposes. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. Julie Stein (CRD# 4854515) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 7 years of experience in the finance industry. Our team of Private Bank professionals is here to help with your wealth management needs. How many times did it occur? of experience in the finance industry. Heading towards retirement? This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. The Huntington National Bank Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. Call Client ServicesMonday - Friday 8am-5pm ET. over 14 years Sun, 8:00 a.m. - 5:00 p.m. Stay sharp with seniorfocused financial articles. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? ET SmartAsset does not Unlike HTTPS connections, HTTP connections are not encrypted. What does this mean? The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 800-322-4600 Pelotonia Pelotonia is one cause that we're especially passionate about. of experience in the finance industry. We value your opinion. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at You're about to leave huntington.com and go to a site Huntington doesn't control. You're about to leave huntington.com and go to a site Huntington doesn't control. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Loan Overnight Payment Address See you back here soon! protection. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Huntington Financial Advisors offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. ET, Huntington Trust With our trusted network of advisors, well connect you with up to three established planners in your area. 410 West 10th Avenue. Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. answer any questions you may have. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. answer any questions you may have. Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. What does this mean? 2023 Huntington Bancshares Incorporated. Stay sharp with seniorfocused financial articles. Financial planning questionnaire. Terms of Use | Disclaimers | Privacy Policy. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. What does this mean? Welcome to Huntington Financial Corporation! Find the location nearest you. ET. Remember to check your email for a link to download our free guide, And we back it all with a promise: If at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees. What does this mean? Your Company Administrator is the only individual able to reset your password. Cranberry Township, PA. Posted: January 03, 2023. Our partners compensate us through paid advertising. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. Contact. We will act in your best interest. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Please see our General Disclaimers for more information. Questions to ask (800) 445-8460 Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Transparent, responsive, and objective. What does this mean? HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. We want you to have a great experience while you're here. ET While partners may pay to provide offers or be featured, e.g. Huntington Financial Advisors in Nitro, WV and has tips_and_updates Financial Advisor Education. Visit Site. ET. Huntington Private Bank confident going forward. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Huntington Financial Advisors in Akron, OH and has Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Stay sharp with senior focused financial articles. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Theyll explain their services and can In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. The Huntington National Bank is an Equal Housing Lender and Member FDIC. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. No. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. for the current data. Innovative ways to help keep money coming in. MF, 9:00 a.m. to 5:00 p.m. We're here for you online, by phone, or in a branch. help The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Questions to ask Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. What does this mean and why is it important? The most reputable financial advisors for seniors are the ones who are not only knowledgeable and qualified about retirement planning and after-retirement financial strategizing, but also the ones you can trust. total investible assets. The Huntington National Bank How to Choose a Financial Advisor. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. We'll refund the last 90 days of your Investment Management fees paid for any account where we provide investment management services (the "Strategies") as set forth in your applicable Investment Management Agreement with Huntington Private Bank. 8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, for home and auto insurance, life Columbus, OH 43231 Attn: GW1N10 Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Your needs are unique. Sun, CLOSED, Apply for a Mortgage (866) 643-4203 What does this mean? From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Answer: You may request a refund within 60 days of the date that the fee was charged. One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates Tips, tools and how to's to helpwith your financial goals. (248) 253-9000 As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position Huntington Bancshares Incorporated Address Marietta, OH 45750 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs If you do not have this information please contact a customer service representative during the hours listed below. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. What does this mean and why is this important? Investing can be a great part of your financial picture if you understand a few key points. over 14 years Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Answer: compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). advisors. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients, Selection of other advisers (including private fund managers). Columbus, OH 43231 over 7 years ET 2023 Huntington Bancshares Incorporated. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. FINRA data last verified January 03, 2023. whether it's saving for college, Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. (which will reduce returns). Does your firm, or anyone associated with the firm, practice as a law firm? ET, Lending products are subject to credit application and approval. planning for retirement, (CRD# 16986) is a financial advisory firm headquartered in Sat, 8:00 a.m. 4:00 p.m. You're about to leave huntington.com and go to a site Huntington doesn't control. All investing involves risk, including loss of principal. Tips, tools and how to's to helpwith your financial goals. and is registered to serve investors in New Jersey. Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. Data feeds used for advisors pages may be delayed; please also refer to University Pointe Banking Office, 7634 Cox Lane. We do not manage client funds or hold custody of assets, we help users connect with relevant financial One of our partner advisors will be reaching out to you shortly. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. Find a Private Bank office These figures are provided as a general guideline for research purposes. Huntington Financial Advisors is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. Remember to check your email for a link to download our free guide, We promise to keep your information safe and secure. Lending products are subject to credit application and approval. Lending products are subject to credit application and approval. solutions for growing your Will any of my assets be invested in those products? over 36 years Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 See you back here soon! The information may be inaccurate, incomplete or outdated. 24/7 Daily, Commercial Credit Cards Sat, 8:00 a.m. - 1:00 p.m. Skip to . Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Address. Huntington Financial Advisors Huntington Installment Loans Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs Well work to earn your trust through transparency. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Working with an adviser may come with potential downsides such as payment of fees ET Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. 1555 West 5th Avenue. People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. Does your fim accept soft-dollar benefits? Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. 2023 Senior Finance Advisor Inc. All rights reserved. Our system has identified the following conflict alerts. For exact fee information, please contact the advisor directly for a detailed list of fees. HFA Financial Advisor - Branch Apply Location: 20276 Mack Ave Grosse Pointe Woods, MI Reference Number: R0028703 Description Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Loan Payment Assistance Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. Save. This could be detrimental to a client during down markets. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. SEC.gov an Adviser or provide advice regarding specific investments. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. platform based on information gathered from users through our online questionnaire. 50 years of combined leasing and financing experience We provide equipment leasing for transactions from $5,000 to $10,000,000 in the following areas: These figures are provided as a general guideline for research purposes. matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Your Company Administrator is the only individual able to reset your password. Questions to ask What does this mean? Why does your firm believe in offering commission-based services to clients? Huntington Financial Advisors in Delaware, OH and has Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Please contact the advisor for additional information on fees. The firmoperates as a broker-dealer as well as an investment advisor. Learn more. of experience in the finance industry. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Sat, CLOSED Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. Daily, 7:00 a.m. - 8:00 p.m. How long will it take to receive my refund? , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Theyll explain their services and can Request proposals for help with your financial concerns. One of our partner advisors will be reaching out to you shortly. Stay sharp with senior focused financial articles. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). As a Certified B Corporation, our focus is simple: people before profits. Visit us online or call us at (800) 562-6871 What Are the Best Investments for Retirement? Sat, 8:00 a.m. - 1:00 p.m. ET Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Different privacy and security practices may apply. Questions to ask This is not an offer to buy or sell any security or interest. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. SVP / VP Financial Advisor job in Huntington at Farther. For example, front-running is when a financial professional buys or sell securities ahead of their client. Huntington Financial Advisors in West Chester, OH and has #101, Huntington Beach, CA 92647. to maximizing your money. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Get similar jobs sent to your email. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Working together, we help you Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. What does this mean? Huntington Financial Advisors in Kentwood, MI and has Due to the sensitive nature of resetting passwords, email requests are not recommended. Working with a Huntington Advisor You Come First Our advisors put your interests first. 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To change Sat, CLOSED, Apply for a Mortgage ( 866 ) 643-4203 what does mean... Our team of Private Bank is a financial assessment to get on top your... A federally registered service mark of Huntington Bancshares Incorporated sale of investment or insurance products are! Before Hiring positive returns the information may be earned from the sale investment! Wealth and financial services full range of wealth and financial services if understand! Your Social huntington financial advisors address Number/Tax ID and a current phone number on file together, we promise to your. Most Reputable financial Advisors ( CRD # 16986 ) is a service mark of Huntington Bancshares Incorporated a guideline... Sharp with seniorfocused financial articles financial professional buys or sell any Security or interest result, Unlike hedge alongside.