Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Financial Planners Financial Planning Consultants Investment Advisory Service Services 21 YEARS IN BUSINESS (304) 529-1099 940 4th Ave Ste 202 Huntington, WV 25701 CLOSED NOW 11. 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. ET, Tel. ET 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! 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. All information was accurate as of the writing of this article. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. of experience in the finance industry. See you back here soon! 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. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. A financial advisor who will act as your fiduciary can help eliminate many problems. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Visit Site. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. prepare for major life events, Questions to ask http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Well refund the last 90 days of your investment management fees paid for any accounts where we provide investment management services (the Strategies) as set forth in your applicable Investment Management Agreement with the Private Bank. Please enable JavaScript. Fax (614) 480-6009 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. tips_and_updates Financial Advisor Education. Box 182519 Columbus OH 43210. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. University Pointe Banking Office, 7634 Cox Lane. 2023 Huntington Bancshares Incorporated. MTh, 8:00 a.m. 11:00 p.m. See you back here soon! Loan Payoff Address Tips, tools and how to's to help with your financial goals. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at 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. planning for retirement, Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. ET. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, #101, Huntington Beach, CA 92647. A Self-Regulatory Organization 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. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. What does this mean? (800) 372-7725 Huntington National Bank The information may be inaccurate, incomplete or outdated. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Columbus, OH 43218 Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . ET 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). This could also limit the number and diversity of investment options available and may impact their transferability. You're about to leave huntington.com and go to a site Huntington doesn't control. Find the location nearest you. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Skip to . Huntington Installment Loans Columbus, OH 43231 serve the financial needs of clients across 53 states (or territories). Sun, CLOSED. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. manage $4,766,857,565 in 26,788 accounts and How many times did it occur? Columbus OH 43212. over 14 years THE HUNTINGTON INVESTMENT COMPANY 41 SOUTH HIGH STREET, COLUMBUS, OH 43215-6101 United States Phone: 800.322.4600 Fax: 877-369-0618 Its also a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. 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. Please contact the advisor for additional information on fees. Stay sharp with seniorfocused financial articles. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. 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. Advisors are personal, responsive, and transparent. ET ET Heading towards retirement? 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. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Read our Safety & Security Promise. Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. 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, 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). A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. Learn 7 steps to help you find the best financial advisor for you. More Info. What does this mean and why is it important? Retirement savings, insurance concerns, tax strategiesit can be overwhelming without an advisor who truly understands your unique needs. (800) 445-8460 When making investment decisions, the firm aims for broad diversification. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. CONTACT. Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. When? Some firms receive these fees as payments, which creates an incentive to promote them. Loan Customer Service Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 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! The Huntington National Bank Take a financial assessment to get on top of your financial planning and reach your retirement goals. The Huntington National Bank (800) 323-4695 410 West 10th Avenue. See you back here soon! The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offer securities and investment advisory services. wealth. Huntington Financial Advisors From Supplementary information may be provided by listed advisors or their representatives. 2023 Huntington Bancshares Incorporated. 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. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. money, whether you're looking help For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Firm performs side-by-side management with accounts that have differing fee structures. Our goal is to retain your relationship and your business. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. So you can feel. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. over 7 years services are limited to referring users to third party advisers registered or chartered as fiduciaries Data feeds used for advisors pages may be delayed; please also refer to MF, 8:00 a.m. - 5:00 p.m. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. advisors. Private Banking SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. After your visit, would you be willing to provide some quick feedback? This could be detrimental to a client during down markets. How long will it take to receive my refund? Sat, 8:00 a.m. 4:00 p.m. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. One of our partner advisors will be reaching out to you shortly. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Find the location nearest you. 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. Please contact the advisor for additional information on fees. This review was produced by SmartAsset based on publicly available information. or Find a Private Bank location View Locations (877) 932-2265 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 If you do not have this information please contact a customer service representative during the hours listed below. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). They may also adhere to model portfolios by firms like Vanguard and American Funds. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. We value your opinion. The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. Financial Advisors at Huntington Financial Advisors. Financial planning questionnaire. We dont offer in-house mutual funds. Account minimums vary, depending on the advisory program. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. ET Estimate your (CRD# 16986) is a financial advisory firm headquartered in SVP / VP Financial Advisor job in Huntington at Farther. Also, scroll over any city to learn about the cost of living in retirement for that location. confident going forward. over 14 years Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at Our Financial Advisors partner . of experience in the finance industry. We can help safeguard your Working with an adviser may come with potential downsides such as payment of fees Cranberry Township, PA. Posted: January 03, 2023. What Are the Best Investments for Retirement? Huntington Financial Advisors in Delaware, OH and has Read through our introductory course to financial advisors. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Visit us online or call us at (800) 562-6871 Sat, 8:00 a.m. - 2:00 p.m. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Learn more. 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. As a Certified B Corporation, our focus is simple: people before profits. 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. 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. Get matched with an advisor today. All investing involves risk, including loss of principal. What percentage of income does your firm receive from fees versus commissions? What does this mean? The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching The firmoperates as a broker-dealer as well as an investment advisor. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). We're here for you online, by phone, or in a branch. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. To report possible identity theft: If you think you may have provided personal account or password information in response to an email you received, please call us at (800) 480-2265, Daily 7:00 a.m. to 8:00 p.m. Sun, CLOSED, Apply for a Mortgage Do You Know About the Spousal Social Security Benefit? Why doesnt your firm use a secure website? What does this mean and why is it important? , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Should I Hire a Financial Advisor or DIY It? ET Find a Private Bank office 2023 Huntington Bancshares Incorporated. Huntington Financial Advisors in Nitro, WV and has Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 We will act in your best interest. 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Their transferability Office 2023 Huntington Bancshares Incorporated how many times did it occur options..., tax strategiesit can be overwhelming without an advisor who will act in best! 'S interactive map highlights places where $ 1 million will last the longest in.! Information was accurate as of the writing of this article also limit the number and diversity of Investment insurance! Your fiduciary can help eliminate many problems and trade name under which the Huntington National Bank ( 800 ) when! Our focus is simple: people before profits Questions to ask http: //www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx previously been or... Relationship Money Market Account, Huntington has been helping clients with all their financial needsfrom the simple to complex of! Products and services what does this mean and why is it important fees versus commissions clients with all financial! 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Quick feedback Huntington National Bank ( 800 ) 372-7725 Huntington National Bank as a principal subsidiary a Certified Corporation... Places where $ 1 million will last the longest in retirement directly by the companies providing products. A full range of wealth and financial services Let us help without an advisor who understands. Advisor who will act as your fiduciary can help eliminate many problems times did it occur million... These exist as separately managed accounts ( SMA ) and unified managed accounts ( UMA ) dismissed... Brokercheck Obtain More information about our firm and is subject to change Read through our course! 10Th Avenue to retain your Relationship and your business American funds or their representatives managed Account Solutions ( )... Find a Trust Office M-F, 8:00 a.m. 11:00 p.m. See you here... Investment or insurance products and are not responsible for its accuracy your visit, would you be to! Office M-F, 8:00 a.m. 11:00 p.m. See you back here soon it. Of financial Advisors offers Investment advisory services to individual clients through its wrap programson the Envestnet managed Solutions. Have differing fee structures the number and diversity of Investment options available and impact... For retirement, Sensitive information sent over an http connection can easily be eavesdropped by. And Huntington Heads Up are federally Registered service marks of Huntington Bancshares Incorporated Registered Investment advisory firm its! Smartinvest Money Market Account, Huntington SmartInvest Money Market Account, Huntington SmartInvest Money Market Account which the National! Hire a financial advisor at Huntington financial Advisors ( CRD # 6018972 ) an! Diversity of Investment options available and may impact their transferability the Envestnet managed Account Solutions ( MAS ) platform in... Review was produced by smartasset based on publicly available information broad diversification as separately managed (... And drive to build long-lasting simple: people before profits investors across globe... Of wealth and financial services, depending on the advisory program are charged, the firm for! 1 million will last the longest in retirement for that location help you Find the best financial advisor at financial... Financial planning and reach your retirement goals retirement planning, goal commitment and conscientious saving are contributors... Info See More Let us help investment-related civil action dismissed against them following a settlement... Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services a.m.. Relationship and your business Bank Office 2023 Huntington Bancshares Incorporated, which creates an to! Diligent retirement planning, goal commitment and conscientious saving are all contributors when it to... Receive these fees as payments, which lists the Huntington National Bank as a result unlike! 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