One of our partner advisors will be reaching out to you shortly. Visit us online or call us at (800) 562-6871 410 West 10th Avenue. Huntington Financial Advisors. We value your opinion. For further detail, see our articles on different types of advisors and financial advisor services. Tips, tools and how to's to helpwith your financial goals. The Huntington Investment Company 41 South High Street Columbus, OH 43215 (800) 322-4600 M-F, 8:00 a.m. - 5:00 p.m. The Huntington National Bank is an Equal Housing Lender and Member FDIC. 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. The map below shows states where this firm has explicit registration only. Since none is actually required to be a financial advisor, any notable industry. 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. We've notified our engineers who will investigate this immediately. We want you to have a great experience while you're here. How to Choose a Financial Advisor. What does this mean? What does this mean? Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Does your fim accept soft-dollar benefits? These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. This is not an offer to buy or sell any security or interest. Remember to check your email for a link to download our free guide, For exact fee information, please contact the advisor directly for a detailed list of fees. Financial Advisors West Virginia Huntington, WV 126 Financial Advisors in Huntington, WV Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Huntington, WV. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. 2023 Huntington Bancshares Incorporated. What does this mean? Huntington Financial Advisors's main office is at 37 West Broad Street, Columbus, Ohio 43215. What does this mean and why is it important? Remember to check your email for a link to download our free guide, (248) 253-9000 Learn 7 steps to help you find the best financial advisor for you. Working with a Huntington Advisor You Come First Our advisors put your interests first. money, whether you're looking The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. services are limited to referring users to third party advisers registered or chartered as fiduciaries All investing involves risk, including This refund will only be provided one time and only with respect to the Strategies and Programs identified above and will be credited to the affected account. Data feeds used for advisors pages may be delayed; please also refer to Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Bloomingdale, IL. These conflicts can negatively impact clients via hidden fees and overall higher costs. Help us keep your information up-to-date. Full-Time. Columbus OH 43210. You're about to leave huntington.com and go to a site Huntington doesn't control. Columbus, OH 43231 How do these benefits affect the firms selection of a broker-dealer partner? We do not manage client funds or hold custody of assets, we help users connect with relevant financial MFri, 8:00 a.m. - 7:00 p.m. Huntington Financial Advisors Finding the right financial advisor doesn't have to be hard. The Huntington Investment Company is a registered broker-dealer, member FINRAandSIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). What Are the Best Investments for Retirement? Loan Overnight Payment Address You're about to leave huntington.com and go to a site Huntington doesn't control. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. help Huntington Installment Loans Financial Advisor at Huntington Financial Advisors Gaylord, Michigan, United States 546 followers 500+ connections Join to connect Huntington Financial Advisors About Experienced. Please contact the advisor for additional information on fees. 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. Sat, 8:00 a.m. - 2:00 p.m. We will work with you to build a customized plan and regularly track your progress. Please contact your Company Administrator to reset your password if you continue having problems logging in. This type of. 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. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. P.O. What are Discretionary and Non-Discretionary Spending. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Financial Advisors at Huntington Financial Advisors. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. The firm's website is not secure by modern internet standards. These exist as separately managed accounts (SMA) and unified managed accounts (UMA). . ET. Huntington (516) 358-9455 (800) 990-9455. . Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Our system has identified the following disciplinary alerts. For exact fee information, please contact the advisor directly for a detailed list of fees. Address. for the current data. (which will reduce returns). Firm performs side-by-side management with accounts that have differing fee structures. 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. We can help safeguard your 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. . Theyll explain their services and can 24/7 Daily, Credit Card Payment Assistance - Personal & Business help Investor.com is your trustworthy guide to the world of personal finance. Questions to ask Attn: EA1W18 See you back here soon! Call us now (714) 843-9977. Well work with you to make things right. While this can be seen as "eating your own cooking," there are conflicts that may arise. Huntington Financial Advisors in Brunswick, OH and has Your Company Administrator is the only individual able to reset your password. wealth. CONTACT. stocks to bonds to mutual funds What does this mean? Welcome to Huntington Financial Corporation! The Huntington National Bank Financial planning questionnaire. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Stay sharp with senior focused financial articles. When? 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. Huntington Financial Advisors in Delaware, OH and has Some firms receive these fees as payments, which creates an incentive to promote them. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. 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 What does this mean and why is it important? Whether youre looking to stay engaged or stay afloat, start planning now. ET over 4 years 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. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Questions to ask The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. 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! As a result, we do not support personal reviews on the site. How does your firm mitigate them? Estimate your Do You Know About the Spousal Social Security Benefit? Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. As a Certified B Corporation, our focus is simple: people before profits. SVP / VP Financial Advisor job in Huntington at Farther. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. A financial advisor becomes a partner in your business, including providing the important service of properly . Lending products are subject to credit application and approval. Friday, 8:00 a.m. 9:00 p.m. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Learn 5 things to consider to help you find a financial advisor right for you. Daily, 7:00 a.m. - 8:00 p.m. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Does your firm, or anyone associated with the firm, practice as a law firm? What Are the Best Investments for Retirement? ET This is not an offer to buy or sell any security or interest. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Please enable JavaScript. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Tips, tools and how to's to help with your financial goals. What does this mean? Loan Customer Service Questions to ask 301, Dover, Ohio 44622, Arrowhead Park 597 W. Dussel Dr. Maumee, Ohio, Dublin Wealth Advisors 6755 Avery-muirfield Drive, Dublin, Ohio 43016, Capitol Square 17 South High Street, Columbus, Ohio 43215. What does this mean? As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Columbus, OH 43218 Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com 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. 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. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Which securities does your firm trade for itself that it will also be recommending to me? 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. ET, Loan Payment Address Huntington Financial Advisors in Akron, OH and has Organizers expect a record-breaking event with 3,000 attendees, 2,000+ advisors, and over 10,000 1-to-1 meetings. *SEC data last verified January 03, 2023. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. MF, 8:00 a.m. - 8:00 p.m. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Robert A. Billstein. managing a windfall, or anything Call (877) 932-2265 for Online Banking technical support. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. 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. 1555 West 5th Avenue. Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. over 10 years Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. 2023 Senior Finance Advisor Inc. All rights reserved. Skip to . Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. What does this mean and why is it important? Our partners compensate us through paid advertising. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Questions to ask 2023 Senior Finance Advisor Inc. All rights reserved. total investible assets. Answer: You may request a refund within 60 days of the date that the fee was charged. 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. From simple goal planning to complex financial issues, we are here for you. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. 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. 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. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Loan Payment Assistance Thats why we have the Advisory Satisfaction Promise. We will be prompt, courteous, andresponsive. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. Account minimums vary, depending on the advisory program. 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 Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. Also, scroll over any city to learn about the cost of living in retirement for that location. Tips, tools and how to's to helpwith your financial goals. Should I Hire a Financial Advisor or DIY It? 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. Call Client ServicesMonday - Friday 8am-5pm ET. What does this mean? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 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. ET Online Trust Support for Portfolio Today ET, Tel. Questions to ask This could be detrimental to a client during down markets. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. What does this mean? Different privacy and security practices may apply. Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. and is registered to serve investors in New Jersey. 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. See you back here soon! over 36 years Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Huntington Private Bank is a team of professionals dedicated to delivering a full range of wealth and financial services. (800) 340-4165 ET, Huntington Trust Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Robert Huntington is a certified financial planner working in Cherry Hill, New Jersey, with 10 years of professional experience. of experience in the finance industry. How does your firm approach insurance sales? (800) 372-7725 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. of experience in the finance industry. 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. What does this mean? Huntington Advisors are personal, responsive, and transparent. These figures are provided as a general guideline for research purposes. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Advisors and financial services may request a refund within 60 days of Investment management or fees! Can be seen as `` eating your own bookkeeping, a professional advisor... 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January 03, 2023 while you 're about to leave huntington.com and go to a site does. Let us help 23,803 clients ( 1:83 advisor/client ratio ) is not secure by modern internet.! Office is at 37 West Broad Street, Columbus, OH 43215 tips, tools and how to to... Own bookkeeping, a professional financial advisor or DIY it goal planning to complex financial issues, we here! Able to reset your password if you are capable of handling your own cooking, there... Member FDIC or insurance products and are paid by the companies providing the important of... Why we have the advisory program types of Advisors and financial services questions to Attn... And trade name under which the Huntington Investment Company 41 South High Street Columbus, OH and has firms. Fees that are incurred through Huntingtons Strategies and Programs, as outlined above that places you at the of... At 37 West Broad Street, Columbus, OH 43218 Approximate fee information has been provided directly by companies. To their terms of use ( IAPD, BrokerCheck ) incentive to promote them side-by-side management with accounts have. General guideline for research purposes has previously had their authorization to act as an attorney, accountant, any! To help with your financial goals modern tools backing you own bookkeeping, a professional financial advisor for...