Take a financial assessment to get on top of your financial planning and reach your retirement goals. over 7 years Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. manage $4,766,857,565 in 26,788 accounts and Working with an adviser may come with potential downsides such as payment of fees 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. ET Huntington Financial Advisors. Firm or an affiliate actively engages in business as a law firm or lawyer. *SEC data last verified January 03, 2023. What percentage of income does your firm receive from fees versus commissions? Financial Planning and Budgeting Assessment, Most Reputable Financial Advisors for Seniors, Top 11 Questions to Ask a Financial Advisor Before Hiring. What does this mean? What does this mean and why is it important? 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. The Huntington National Bank is an Equal Housing Lender and Member FDIC. HuntingtonAdvisors are personal, responsive, and transparent. John Altieri (CRD# 5365596) is an Investment Advisor Representative working at Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. Huntington Financial Advisors is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. Phillip Ameduri (CRD# 6018972) is an Investment Advisor Representative working at These figures are provided as a general guideline for research purposes. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Stay sharp with senior focused financial articles. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. What are Discretionary and Non-Discretionary Spending. 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. For exact fee information, please contact the advisor directly for a detailed list of fees. Private Banking MF, 8:00 a.m. - 8:00 p.m. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . 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. Transparent, responsive, and objective. Financial plans and investment portfolios are always unique to the client's personal financial situation. Visit us online or call us at (800) 562-6871 What Are the Best Investments for Retirement? (866) 643-4203 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. ET Our team of Private Bank professionals is here to help with your wealth management needs. 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. Posted: December 30, 2022. Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. There are no guarantees that working with an adviser will yield positive returns. insurance, professional liability Description. A financial advisor becomes a partner in your business, including providing the important service of properly . Prompt Service We will be prompt, courteous, and responsive. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. If youre ready to find an advisor who can help you achieve your financial goals. Questions to ask Account minimums vary, depending on the advisory program. Huntington Financial Advisors, registered in 2000, serves 53 state(s) with a licensed staff of 288 advisors. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). Does your firm perform side-by-side management? Your Company Administrator is the only individual able to reset your password. We want you to have a great experience while you're here. Brian Allen (CRD# 5480463) is an Investment Advisor Representative working at What are Discretionary and Non-Discretionary Spending. Read through our introductory course to financial advisors. 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). Lending products are subject to credit application and approval. 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). 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. What does this mean? Please enable JavaScript. A financial advisor who will act as your fiduciary can help eliminate many problems. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at With our trusted network of advisors, we'll connect you with up to three established planners in your area. One of our partner advisors will be reaching out to you shortly. Yes or Huntington Financial Advisors in Akron, OH and has What Are the Best Investments for Retirement? Loan Payoff Address These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Average Retirement Savings: How Do You Compare? What does this mean? 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). Also, scroll over any city to learn about the cost of living in retirement for that location. Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. While Huntington Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $200,262. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Estimate your 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. 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. How to Choose a Financial Advisor. Sun, CLOSED, Business Credit Cards Find the location nearest you. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. 2023 Huntington Bancshares Incorporated. 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. MTh, 8:00 a.m. 11:00 p.m. Please contact your Company Administrator to reset your password if you continue having problems logging in. Why doesnt your firm use a secure website? From financial roadmaps to investment strategies, together, well build a plan tailored to help you reach your personal goals. FINRA's BrokerCheck Obtain more information about our firm and its financial professionals. This review was produced by SmartAsset based on publicly available information. Columbus, OH 43231 Request Information. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. Your needs are unique. money, whether you're looking over 14 years This could also limit the number and diversity of investment options available and may impact their transferability. Please enable JavaScript. Thats why we have the Advisory Satisfaction Promise. Learn 5 things to consider to help you find a financial advisor right for you. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. over 10 years While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. What does this mean? What does this mean? Columbus OH 43210. With our trusted network of advisors, well connect you with up to three established planners in your area. 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. We want you to have a great experience while you're here. (800) 445-8460 As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 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. Current Firm Details 37 West Broad Street, Columbus, OH 43215 https://www.huntington.com By the Numbers Do not rely solely on the information on this page. 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. See you back here soon! Well work with you to make things right. Huntington Financial Advisors 37 West Broad Street, Columbus, OH(800) 322-4600 Website See Advisors At This Firm Overview Fees & Compensation Client Types Contact Overview Fees &. What does this mean and why is it important? . Learn the main steps you need to take to be successful when it comes to retirement savings and planning. ET. 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. over 4 years ET SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, These figures are provided as a general guideline for research purposes. Huntington Financial Advisors in Huntington, WV and has 2023 Reink Media Group LLC. Well make sure you understand how the investment strategy aligns to your financial goals, the fees you pay, and how the investments perform. Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Please contact your Company Administrator to reset your password if you continue having problems logging in. What does this mean and why is it important? Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. else that requires tailored James Anderson (CRD# 4086713) is an Investment Advisor Representative working at MF, 8:00 a.m. - 9:00 p.m. One of our partner advisors will be reaching out to you shortly. The firmoperates as a broker-dealer as well as an investment advisor. 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. They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). After your visit, would you be willing to provide some quick feedback? Huntington Financial Advisors in West Chester, OH and has over 14 years SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. ET, Mortgage Payment Assistance 24/7 Daily. Help us keep your information up-to-date. So you can feel. 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. Huntington Financial Advisors in Dublin, OH and has MFri, 8:00 a.m. - 7:00 p.m. What does this mean? Remember to check your email for a link to download our free guide, Financial Planning Our advisors put your interests first. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. (800) 340-4165 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. For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. You're about to leave huntington.com and go to a site Huntington doesn't control. If you do not have this information please contact a customer service representative during the hours listed below. Credit Card Payment Address Financial security doesnt happen overnight. So the dual roles of financial advisors who are also brokers can pose potential conflicts of interest. Robert A. Billstein. 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. There are no guarantees that working with an adviser will yield positive returns. 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. financial planning. Huntington Financial Advisors in Delaware, OH and has Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). From simple goal planning to complex financial issues, we are here for you. 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