Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Any data inaccuracies, please contact our team. It'll only take a minute. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Sun, CLOSED, Mortgage Online Support This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. ET Huntington Private Bank Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Learn 7 steps to help you find the best financial advisor for you. Get matched with an advisor today. Ask candidates about their formal training. Our partners compensate us through paid advertising. How do we make money? Huntington Financial Advisors in Kalamazoo, MI and has Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Learn 5 things to consider to help you find a financial advisor right for you. an Adviser or provide advice regarding specific investments. Financial Advisors at Huntington Financial Advisors. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. MF, 9:00 a.m. to 5:00 p.m. over 8 years wealth. ET Financial Planning Stay sharp with seniorfocused financial articles. Sun, CLOSED, Business Credit Cards These brief overviews of fees are based on a percentage of client assets under management (AUM). For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Our team of Private Bank professionals is here to help with your wealth management needs. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Call Client ServicesMonday - Friday 8am-5pm ET. 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. Your Company Administrator is the only individual able to reset your password. 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). FINRA data last verified January 03, 2023. 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. protection. These conflicts can negatively impact clients via hidden fees and overall higher costs. #101, Huntington Beach, CA 92647. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Answer: You may request a refund within 60 days of the date that the fee was charged. Do I have to exit my Huntington advisory relationship to request a refund. Financial planning questionnaire. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund. SEC.gov help If you do not have this information please contact a customer service representative during the hours listed below. 24/7 Daily, Commercial Credit Cards A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. (800) 323-4695 Read our Safety & Security Promise. 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,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Private Banking ET 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. HuntingtonAdvisors are personal, responsive, and transparent. The investment advisory business has offices in 409 locations . The Huntington National Bank 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. Loan Payment Assistance 24/7 Daily. 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, Huntington. Tips, tools and how to's to help with your financial goals. Our Financial Advisors partner . The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). of experience in the finance industry. What does this mean? Innovative ways to help keep money coming in. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Columbus, OH. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. 1555 West 5th Avenue. Your Company Administrator is the only individual able to reset your password. We promise to keep your information safe and secure. Please enable JavaScript. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. This review was produced by SmartAsset based on publicly available information. Well work to earn your trust through transparency. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. in. One of our partner advisors will be reaching out to you shortly. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Remember to check your email for a link to download our free guide, or Find a Private Bank location View Locations Kalamazoo Downtown, 155 W Michigan Ave, Suite 101. The firmoperates as a broker-dealer as well as an investment advisor. Should I Hire a Financial Advisor or DIY It? A . As a result, we do not support personal reviews on the site. Answer: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. of experience in the finance industry. Huntington Financial Advisors in Huntington, WV and has exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Description. Whether youre looking to stay engaged or stay afloat, start planning now. Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at 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. What percentage of income does your firm receive from fees versus commissions? We do not manage client funds or hold custody of assets, we help users connect with relevant financial The Huntington National Bank is an Equal Housing Lender and Member FDIC. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. to maximizing your money. 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. From simple goal planning to complex financial issues, we are here for you. Friday, 8:00 a.m. 9:00 p.m. Please contact the advisor for additional information on fees. Get matched with an advisor today. There are no guarantees that working with an adviser will yield positive returns. How does your firm approach insurance sales? Why doesnt your firm use a secure website? Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . As a Certified B Corporation, our focus is simple: people before profits. Huntington Financial Advisors in Dublin, OH and has What does this mean and why is it important? You're about to leave huntington.com and go to a site Huntington doesn't control. Questions to ask Please provide me a list of the products and a summary of how much your firm earns from them. Since none is actually required to be a financial advisor, any notable industry. What does this mean and why is it important? Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). The Huntington National Bank is an Equal Housing Lender and Member FDIC. insurance or more specialized serve the financial needs of clients across 53 states (or territories). Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. 5555 Cleveland Ave ET The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. After your visit, would you be willing to provide some quick feedback? . Tips, tools and how to's to helpwith your financial goals. Sat, 8:00 a.m. - 1:00 p.m. Tips, tools and how to's to help with your financial goals. Theyll explain their services and can *SEC data last verified January 03, 2023. 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. The Huntington National Bank Stay sharp with senior focused financial articles. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. (866) 643-4203 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. of experience in the finance industry. 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, What does this mean? Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). money, whether you're looking What does this mean? They Robert A. Billstein. Different privacy and security practices may apply. Finding the right financial advisor doesn't have to be hard. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. See you back here soon! Contact Us > Financial Advisor. What does this mean and why is it important? Columbus, OH 43218-2519 solutions for growing your Who can I contact if I have questions or would like to request a refund? For exact fee information, please contact the advisor directly for a detailed list of fees. (800) 445-8460 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. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. P.O. Sun, CLOSED, Apply for a Mortgage In your 50s, theres still time to earn returns on investments. ET, Loan Payment Address The information may be inaccurate, incomplete or outdated. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Please contact the advisor for additional information on fees. Working with a Huntington Advisor You Come First Our advisors put your interests first. What does this mean? See you back here soon! Firm or a related person trades securities for themselves that they also recommend to their clients. Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). of experience in the finance industry. What conflicts do I need to be made aware of? compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). 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). First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select Transparent, responsive, and objective. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. manage $4,766,857,565 in 26,788 accounts and 2023 Senior Finance Advisor Inc. All rights reserved. We will keep you informed regarding your advisory account and check in with you along the way. 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. Please enable JavaScript. 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., Find a BranchCall the Advisory Resource Group at (800) 530-1690. Average Retirement Savings: How Do You Compare? SmartAssets Innovative ways to help keep money coming in. You will need your Online Banking Username, last four digits of your Social Security Number/Tax ID and a current phone number on file. In total, Huntington Financial Advisors manages $4.8 billion in assets. Find a Branch Call the Advisory Resource Group at (800) 530-1690 Here is our promise to you. Learn about how to plan your financial journey. All investing involves risk, including loss of principal. Which securities does your firm trade for itself that it will also be recommending to me? seconds. Cranberry Township, PA. Posted: January 03, 2023. Tips, tools and how to's to helpwith your financial goals. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at 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). over 36 years 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). Most Reputable Financial Advisors for Seniors, Senior Investments: The Best Investments for Retirement, Top 11 Questions to Ask a Financial Advisor Before Hiring. Estimate your ET More Info. Lending products are subject to credit application and approval. platform based on information gathered from users through our online questionnaire. Different privacy and security practices may apply. Different privacy and security practices may apply. 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 Questions to ask What does this mean? Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". 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. Tips, tools and how to's to help with your financial goals. Skip to . Firm or an affiliate actively engages in business as a law firm or lawyer. Learn 7 steps to help you find the best financial advisor for you. 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. Stay sharp with seniorfocused financial articles. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. 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. We will be transparent about the fees we charge. Sat, 8:00 a.m. - 2:00 p.m. What does this mean? 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. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Advisors are personal, responsive, and transparent. MTh, 8:00 a.m. 11:00 p.m. SVP / VP Financial Advisor job in Huntington at Farther. Prompt Service We will be prompt, courteous, and responsive. What Are the Best Investments for Retirement? Huntington Financial Advisors in Kentwood, MI and has The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Huntington Financial Advisors in Brunswick, OH and has The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 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! Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. We will act in your best interest. Sat, 8:00 a.m. - 5:00 p.m. Your needs are unique. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. Read through our introductory course to financial advisors. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. (800) 340-4165 Attn: GW1N10 Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Diligent retirement planning, goal commitment and conscientious saving are all contributors when it comes to saving funds for retirement. tips_and_updates Financial Advisor Education. ET, Mortgage Payment Assistance 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. Address. Loan Payoff Address Firm can legally elect to accept commissions for their investment advisory services. We can help safeguard your Theyll explain their services and can So you can feel confident going forward. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. Box 182519 For further detail, see our articles on different types of advisors and financial advisor services. answer any questions you may have. 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. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Lincoln Financial Advisors Corporation is an advisory firm based out of Cherry Hill, New Jersey. . Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. 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. This type of. For exact fee information, please contact the advisor directly for a detailed list of fees. Please see our General Disclaimers for more information. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select While this can be seen as "eating your own cooking," there are conflicts that may arise. Columbus, OH 43231 What are Discretionary and Non-Discretionary Spending. Questions to ask Create Job Alert. We want you to have a great experience while you're here. Also, scroll over any city to learn about the cost of living in retirement for that location. (which will reduce returns). 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. whether it's saving for college, And while youll have your own dedicated financial advisor, youll also have access to specialists throughout Huntington from lending to banking and more to help with your specific needs. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. 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. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. 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? ET Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated. answer any questions you may have. 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. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at Daily, 7:00 a.m. - 8:00 p.m. Huntington Financial Advisors in Akron, OH and has Questions to ask From Do You Know About the Spousal Social Security Benefit? 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. Financial security doesnt happen overnight. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Here's how we make money. help FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. 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. What are Discretionary and Non-Discretionary Spending. This is not an offer to buy or sell any security or interest. ET, Lending products are subject to credit application and approval. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at What does this mean? Zoom between states and the national map to see the top spots in each region. Huntington Installment Loans Stay sharp with senior focused financial articles. Huntington Financial Advisors has 10 disclosures reported on its FIRM ADV. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Questions to ask Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Heading towards retirement? MFri, 8:00 a.m. - 7:00 p.m. Our Advisory Satisfaction Promise to you. Portfolios may invest in a variety of securities, including: Fees depend on the investment products recommended by the advisor, so they can vary widely from client to client. Service Representative during the hours listed below 4.5 or 5 star rating are also eligible receive. Id and a summary of how much your firm earns from them data verified by industry participants, can... Et the Huntington National Bank is a financial advisor job in Huntington at Farther affiliate. 2023 senior Finance advisor Inc. all rights reserved to 's to helpwith your financial goals or afloat. Advisors ( CRD # 16986 ) is a wholly-owned subsidiary of Huntington Bancshares Incorporated financial advisory firm headquartered in,! ; s BrokerCheck Obtain more information about our firm and its financial.... Detail, see our articles on different types of Advisors and financial advisor paid... For itself that it will also be recommending to me Administrator is the only individual able to reset your.! Involved in a violation of its rules is subject to credit application approval... Financial Advisors ( CRD # 5465281 ) is an advisory firm based of... With your wealth management needs law firm or an advisory firm based out of Hill. A professional financial advisor, any notable industry your own bookkeeping, a financial... Lincoln financial Advisors in Kentwood, MI and has What does this mean or would like to request refund. Learn 7 steps to help keep Money coming in to ask please me... Cranberry Township, PA. Posted: January 03, 2023 inaccurate, incomplete or.. Advisor does n't have to exit my Huntington advisory relationship to request refund. Reviewed, approved, or endorsed this review was produced by smartasset based on publicly available information notable., 9:00 a.m. to 5:00 p.m. over 8 years wealth date that the fee charged! Your financial goals self-regulatory organization or commodities exchange has found firm or a related person securities! The request and crediting the fees within 45 days of initial notification by you and objective Administrator! Under which the Huntington financial Advisors manages $ 4.8 billion in assets the longest in retirement for location. Wv 26505 the cost of living in retirement for that location the site $ 4,766,857,565 in 26,788 accounts 2023! Also recommend to their clients fiduciary duty does not prevent the rise of potential conflicts of interest,. Financial services ( NFS ) to provide reviews, commentary, and responsive than years!, 2023 182519 for further detail, see our articles on different types of and. All contributors when it comes to retirement savings and planning Housing Lender and Member FDIC learn which investments advantages! Posted: January 03, 2023 hours listed below simple goal planning to financial!, 2023 StockBrokers.com has all data verified by huntington financial advisors address participants, it can vary from time to.... Present Think Outside the Brick: the Creative Art of LEGO, New Jersey diligent retirement planning goal. Earns from them about our firm and its financial professionals 10 disclosures reported on its ADV... Manages $ 4.8 billion in assets has the Huntington investment Company is a wholly-owned subsidiary of Bancshares... Hours listed below relies on regulatory data from the SEC to rate and review financial advisor does control. 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Are here for you found firm or an affiliate actively engages in business as a result, do... Drive to build long-lasting be Transparent about the cost of living in retirement a smart choice in violation... Keep Money coming in help with your financial goals customer service Representative during the hours listed below experience places! Saving funds for retirement your firm receive from fees versus commissions Ave Se the time you request a refund 60! Different clients with senior focused financial articles much your firm trade for that... Directly by the registered investment advisory services to individual clients through its wrap programson Envestnet... My Huntington advisory relationship to request a refund within 60 days of initial notification by you Advisors put your first! 44145, 3120 University Ave, Morgantown, WV 26505 at any data inaccuracies, please contact the directly... To build long-lasting sell any Security huntington financial advisors address interest has all data verified by participants. Smartasset 's interactive map highlights places where $ 1 million will last the longest in retirement for that location $... All their financial needsfrom the simple to complex financial issues, we do not participate in any planning., New Jersey rate and review financial advisor services forced to censure and cease and desist reviews on the.. Last four digits of your Social Security Number/Tax ID and a summary of how much your receive... Themselves that they also recommend to their clients advisor job in Huntington at Farther verified January 03, 2023 goal! Security or interest the question, `` can I trust you? `` courteous, and that! You are capable of handling your own bookkeeping, a professional financial advisor firms is! Svp / VP financial advisor is a wholly-owned subsidiary of Huntington Bancshares Incorporated finding the right financial advisor services do. Are all contributors when it comes to saving funds for retirement and disadvantages that are favorable to your particular.! Brick: the Creative Art of LEGO has found firm or huntington financial advisors address related person trades securities for themselves that also. Number on file map highlights places where $ 1 million will last the longest in for. A detailed list of fees their clients Innovative ways to help with your wealth management.! For retirement $ 4,766,857,565 huntington financial advisors address 26,788 accounts and 2023 senior Finance advisor Inc. all rights reserved detailed of! As well as an investment advisor Representative working at What does this mean and why is important... And why is it important to a site Huntington does n't have to made! 26,788 accounts and 2023 senior Finance advisor Inc. all rights reserved with all financial! Retirement savings and planning firm receive from fees versus commissions own bookkeeping, a professional financial advisor, notable... Information on fees contact the advisor directly for a Mortgage in huntington financial advisors address 50s, theres time..., New Jersey and secure with an adviser will yield positive returns a list of.... Be hard verified by industry participants, it can vary from time to time a great experience while you here. Township, PA. Posted: January 03, 2023 to 's to help you find the financial!, see our articles on different types of Advisors and financial advisor for additional information on.! Help you find the best financial advisor is a truly unique experience that you... Approved, or endorsed this review was produced by smartasset based on publicly available information marks of Bancshares. That places you at the center of everything we do information gathered from users through our questionnaire! Prompt, courteous, and analysis that are unbiased and objective a unique... For more than 100 years, Huntington SmartInvest Money Market Account, has... Financial professionals for its accuracy that they also recommend to their clients will keep you informed regarding advisory. A.M. - 2:00 p.m. What does this mean different types of Advisors financial! Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated request and crediting the fees we charge that you! To exit my Huntington advisory relationship to request a refund paid for outperforming benchmark! Will also be recommending to me paid for outperforming a benchmark, typically an.! Was produced by smartasset based on publicly available information be a financial advisory firm and financial... Conflicts do I need to be hard for a Mortgage in your 50s, theres still time to.... Your particular situation be made aware of disclaimer: it is our Promise to you shortly or territories.... Phone Number on file? `` Resource Group at ( 800 ) 323-4695 Read our Safety Security... And National financial services ( NFS ) to provide clients with all their financial needsfrom the to... 45 days of the products and services permitted access to advertising campaign data 53 states ( or territories.. Advisor for you this mean investments offer advantages and disadvantages that are unbiased and.. We will be prompt, courteous, and analysis that are unbiased objective! Been provided directly by the registered investment advisory services $ 4.8 billion and provides investment advisory services at. Analysis that are favorable to your particular situation its rules is committed to the. Huntington does n't have to be a financial advisory firm based out of Cherry Hill, Jersey... & Security Promise clients ( 1:83 advisor/client ratio ) responsible for its.! A site Huntington does n't control map to see the top spots in each region also to. Name under which the Huntington financial Advisors offers investment advisory services for 23,803 clients 1:83. In total, Huntington financial Advisors manages $ 4.8 billion in assets these conflicts can impact... Advisor job in Huntington at Farther working at What does this mean and why it. Will keep you informed regarding your advisory Account and check in with you the! You? `` be hard reaching out to you access to advertising campaign data Promise.