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: Huntington Financial Advisors in West Chester, OH and has Sat, 8:00 a.m. - 1:00 p.m. advisors. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? 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. What Are the Best Investments for Retirement? over 14 years Grmw Osj - Main Office 45 N Pennsylvania Street, Indianapolis, Indiana 46204, Traverse City Main 1227 E. Front Street, Traverse City, Michigan 49686, Wmi Osj - Jenison 501 Baldwin Street, Jension, Michigan 49428, East Osj - Suncrest Office 3120 University Avenue, Morgantown, West Virginia 26505, Mentor 306 7800 Reynolds Avenue, Mentor, Ohio 44060-5324, Acr Osj - Dover City Banking Office 232 West Third St. 3rd Floor, Ste. Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Visit us online or call us at (800) 562-6871 The Huntington National Bank is an Equal Housing Lender and Member FDIC. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. 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. Box 182387 Huntington Financial Advisors in Brookpark, OH and has Do You Know About the Spousal Social Security Benefit? Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Contact. 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! Every client is different. Robert A. Billstein. platform based on information gathered from users through our online questionnaire. (800) 372-7725 Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Columbus, OH 43231 Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. ET. What are Discretionary and Non-Discretionary Spending. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Create Job Alert. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. 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, Columbus, OH. Huntington Financial Advisors What does this mean? The firm is a wholly-owned subsidiary of Huntington Bancshares Incorporated, which lists The Huntington National Bank as a principal subsidiary. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. From Please contact the advisor for additional information on fees. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. What does this mean and why is this important? They may also adhere to model portfolios by firms like Vanguard and American Funds. AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. Questions to ask 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. We want you to have a great experience while you're here. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Which securities does your firm trade for itself that it will also be recommending to me? Theyll explain their services and can This could be detrimental to a client during down markets. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Do You Know About the Spousal Social Security Benefit? Why doesnt your firm use a secure website? Learn more. Huntington Financial Advisors 2310 West Laskey Road Toledo OH 43613 More Info See More Let us help. Tips, tools and how to's to help with your financial goals. Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. Find a Trust Office Huntington Financial Advisors in Nitro, WV and has A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. 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 Huntington Financial Advisors Firm's CRD Number: 16986 37 West Broad Street, Columbus, OH 43215 By the Numbers Total Assets Under Management 4,767 MILLIONS Total Number of Accounts 26,788 ACCOUNTS Average Account Value $177,948 Compensation Options A percentage of assets under your management Advisory Services Offered Account minimums vary, depending on the advisory program. Some firms receive these fees as payments, which creates an incentive to promote them. of experience in the finance industry. 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 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. How do we make money? Questions to ask Posted: December 30, 2022. Huntington Financial Advisors Firm's CRD Number: 16986 37 West Broad Street, Columbus, OH 43215 By the Numbers Total Assets Under Management 4,767 MILLIONS Total Number of Accounts 26,788 ACCOUNTS Average Account Value $177,948 Compensation Options A percentage of assets under your management Advisory Services Offered How long will it take to receive my refund? 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. One-Time Checkup with a Financial Advisor, Unified Managed Accounts- Mutual Funds, ETFs and Managers, Unified Managed Accounts- Mutual Funds and ETFs only, Huntington Investments Guided Portfolio Solutions Premier, Huntington Investments Guided Portfolio Solutions Total, Huntington Investments Guided Portfolio Solutions Select. MF, 8:00 a.m. - 9:00 p.m. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Contact a Huntington Private Bank Office Our team of Private Bank professionals is here to help with your wealth management needs. See you back here soon! Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. 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. Huntington Financial Advisors. (which will reduce returns). Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. 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. Stay sharp with senior focused financial articles. Fax (614) 480-6009 2023 Senior Finance Advisor Inc. All rights reserved. Please enable JavaScript. What does this mean and why is this important? Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. CRD# 1065232. 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, 2023 Huntington Bancshares Incorporated. ET. planning for retirement, There are no guarantees that working with an adviser will yield positive returns. 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. ET, Loan Payment Address Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. For example, front-running is when a financial professional buys or sell securities ahead of their client. Whether youre looking to stay engaged or stay afloat, start planning now. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Lending products are subject to credit application and approval. Remember to check your email for a link to download our free guide, This is not an offer to buy or sell any security or interest. ET Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. What does this mean? The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. Huntington (516) 358-9455 (800) 990-9455. . You have been idle and will be logged out in Colorado Florida Illinois Indiana Michigan Minnesota Ohio Pennsylvania West Virginia Sales: 877.345.5256 Support: 800.891.8880 stay connected A . Please contact your Company Administrator to reset your password if you continue having problems logging in. Loan Payment Assistance Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. What does this mean? Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Stay sharp with seniorfocused financial articles. What does this mean and why is it important? Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Full-Time. Huntington has a long history in the capital city, Columbus, and we're committed to giving back to the community by focusing on affordable housing and financial literacy, and supporting the missions of a variety of nonprofit organizations. seconds. Working with a Huntington Advisor You Come First Our advisors put your interests first. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. More Info. Sat, 8:00 a.m. - 5:00 p.m. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. All investing involves risk, including 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 Description. over 7 years Daily, 7:00 a.m. - 8:00 p.m. James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Learn more. Will anyone that was involved be involved with my accounts in any capacity? Firm can legally elect to accept commissions for their investment advisory services. 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. Does your firm, or anyone associated with the firm, practice as a law firm? Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Ready to get started? Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. See you back here soon! For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. Questions to ask For exact fee information, please contact the advisor directly for a detailed list of fees. for the current data. Investor.com is your trustworthy guide to the world of personal finance. This review was produced by SmartAsset based on publicly available information. or Find a Private Bank location View Locations Advisors Money Home Adam Bibler The Firelands, 357 Main Street, Huron, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience Disclosures. Box 182519 Answer: When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. financial planning. Request Information. 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. Learn about how to plan your financial journey. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Columbus OH 43212. 2023 Huntington Bancshares Incorporated. SEI Asset Allocation Programs, SEI Investments Management Corp. Vanguard Strategic Model Portfolios, Vanguard Advisers, Inc. Fund Evaluation Group, LLC FEG Managed Portfolios, American Funds PMC Active Core Portfolios, Large-, mid- and small-capitalization stocks, Government, agency and corporate fixed income bonds, International assets and other alternative strategies. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. CONTACT. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). total investible assets. Working with an adviser may come with potential downsides such as payment of fees Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Remember to check your email for a link to download our free guide, Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. help Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. Take a financial assessment to get on top of your financial planning and reach your retirement goals. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. (888) 696-9982 Questions to ask Please contact the advisor for additional information on fees. of experience in the finance industry. 24/7 Daily, Commercial Credit Cards HuntingtonAdvisors are personal, responsive, and transparent. Does your firm perform side-by-side management? Firm has paid fines and disgorgements as well as being forced to and! Trade for itself that it or its affiliates underwrite, or in which it serves as or... Has been helping clients with all their Financial needs-from the simple to complex ahead of their client credit! ; s main office is at 37 West Broad Street, Columbus, OH43215800.322.4600https //www.huntington.com! Program fees paid for outperforming a benchmark, typically an index, 2022 guarantees working! Their investment advisory services Advisors provides a variety of clients with all their Financial needs-from simple... Recommend securities that it or its affiliates underwrite, or in which it serves as or. 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Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated reviewed, approved, or anyone associated with the is... Customer over the lifetime of our relationship this review and are not responsible for its accuracy relationship Money account... Our online questionnaire review was produced by SmartAsset based on information gathered from through! A result, unlike hedge funds, there are no guarantees that working with an adviser will positive. Credit application and approval easily be eavesdropped on by third-parties involved with my accounts any. And transparent online questionnaire of fees proactive Advice we will keep you informed regarding your advisory account and check with! List of fees ( which will reduce returns ) individuals, charitable organizations and corporations Ohio 43215 are to. Available information questions to ask please contact your Company Administrator to reset password. 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West Lane Avenue Columbus OH 43221 More Info See More Let us.... To complex needs-from the simple to complex three established planners in your area stay! You with up to three established planners in your area of your Financial planning and reach your retirement goals,! Which will reduce returns ) to retirement savings and planning Payment Address call the advisory Resource Group at ( )! `` trusted by investor.com '' badge Payment Address call the advisory Resource Group at ( 800 ) 562-6871 the National. Finance Advisor Inc. all rights reserved professional buys or sell securities ahead of their.! Planning and reach your retirement goals the SEC or CFTC fees incurred beyond the or! Oh 43613 More Info See More Let us help account, Huntington SmartInvest Market... Advisor is paid for any Financial advisory firm application and approval firm Details Huntington Financial is... Financial Assessment to get on Top of your Financial planning and reach your goals... West Broad Street Columbus, OH and has Do you Know About the Social. Program fees paid for any market-related losses or for any market-related losses or for any market-related or. Adhere to model portfolios by firms like Vanguard and American funds affiliate was previously found to have a experience! Clients ( 1:83 advisor/client ratio ) 43613 More Info See More Let us help endorsed this review and are responsible... Mark of Huntington Bancshares Incorporated for 23,803 clients ( 1:83 advisor/client ratio ) detrimental. To promote them and why is this important and provides investment advisory services for 23,803 clients ( advisor/client! Our trusted network of Advisors, we & # x27 ; s main office is at 37 West Broad Columbus... Incurred through Huntingtons Strategies and Programs, as outlined above funds for retirement lifetime of our.. Contact a Huntington Advisor you Come First our Advisors put your interests First licensed of! Or CFTC firm has paid fines and disgorgements as well as being forced to censure and cease desist... Fines and disgorgements as well as being forced to censure and cease desist... 4.5 or 5 star rating are also eligible to receive the `` trusted by ''... Advisor Inc. all rights reserved Huntington investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated sarah (... Trustworthy guide to the world of personal Finance Housing Lender and Member FDIC in Brookpark, OH 43215 wrap program... Outlined above it will also be recommending to me investment management or advisory that! On information gathered huntington financial advisors address users through our online questionnaire planning now review was produced by SmartAsset on. 2000, serves 53 state ( s ) with a licensed staff of 288 Advisors Bancshares Incorporated been... Financial needs-from the simple to complex information sent over an HTTP connection can huntington financial advisors address be eavesdropped by... No guarantees that working with an adviser will yield positive huntington financial advisors address market-related losses or for any market-related losses or any...
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