Top Cleveland, OH Financial Services Companies (13)
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For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
BudgetEase provides shared time bookkeepers to small businesses including not for profit, grant financed organizations, service companies and eCommerce businesses. We are QuickBooks experts. We love helping other small businesses succeed. At BudgetEase, we get to do that. Our mission is to make our clients more profitable. We do this in three ways: Having fun while getting things done(we take some of the stress off our clients so they can focus on other areas of their business), Providing a cost effective solution (we add more value than our clients pay in fees) and Being better together (as a team we are smarter than lone bookkeepers and as a results our clients are smarter with us on their team) . With QuickBooks Advanced Certifications we are able to help small businesses set-up their QuickBooks, clean up QuickBooks or maintain it. We are also certified by Bill.com, Expensify, Method, Live Plan, Cash Flow Tool, Ebillity and Tsheets. Other services include: bookkeeping training, grant accounting, IOLTA record keeping, cash flow forecasting, high net worth bookkeeping, dental record reconciliation, communicating with your CPA firm, and assisting in obtaining a Small Business Loan. Interested? Visit our website at www.budgetease.biz or call us at 216.333.1303
Northcoast is currently looking to expand our sales team. Senior and Associate level positions available. Northcoast Research is an independent institutional equity research firm located in Cleveland, OH. Founded in 2009, our professional staff includes Senior Research Analysts and Associate Research Analysts, who publish, and distribute, industry and individual public company research to institutional investors nationally. Coverage is focused on a growing list of companies within four industry verticals: Business Services, Consumer, Basic Materials & Industrials as well as Healthcare. The Research team additionally sponsors various types of corporate access events, including corporate management non-deal roadshows, industry field trips, industry expert conference calls, etc. Northcoast Market Research [NMR] is the Firm’s differentiated process of comprehensive channel check work, including ongoing studies, and discussions with, suppliers, customers, competitors, channel partners, private companies, and industry consultants. Our NMR process is designed to discern industry and company-specific inflection points, and is the fundamental process that underpins our #1 National ranking in Investars’ widely respected analysis of 149 research providers, based on the performance of our Buy and Sell recommendations over the five-year period ending December 31, 2016. Northcoast Research’s veteran sales and trading team adds value by combining extensive knowledge of the companies and Industries covered with a keen sense for clients' specific investment styles and objectives and provides our clients superior trade execution, employing Exchange floor brokers, ECN’s, algorithms, and FIX protocols.
GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an unrivaled client experience. Through a single, evergreen subscription process, GLASfunds provides access to a range of institutional managers with consolidated reporting and only one K-1 statement for all of your holdings. GLASfunds has removed the strenuous operational burden faced by advisors when allocating into private market funds. We provide a full suite of both private capital and hedge fund offerings - all supported by independent manager research. Advisors also have the ability to self-source their own investment ideas while still utilizing the GLASfunds Platform* For more information on GLASfunds, please visit GLASfunds.com or contact us [email protected] *subject to fund availability and GLASfunds Due Diligence
Maloney + Novotny is one of Ohio’s largest full-service CPA and business consulting firms and celebrates 90 years of helping clients achieve their goals and financial success. The Firm provides attest, tax and advisory services through a long-term relationship built on trust and service. Maloney + Novotny is a member of Nexia International, a worldwide network of independent accountants, business advisors and consultants.
Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm that started in 1974, to a financial services company today with over $39 billion in assets under custody and administration (as of 1/31/23). Visit www.TrustETC.com for more information. For career opportunities, visit www.TrustETC.com/careers.
CrossCountry Mortgage, LLC offers a variety of home purchase loans and refinance options for your unique needs. WHO WE ARE CrossCountry Mortgage, LLC is a growing nationwide mortgage lending and refinancing company with numerous branch locations and licensed professionals dedicated to serving you. Our goal is to be recognized as the leading and most reputable mortgage company in the nation. WHAT WE DO We begin the process by earning our customers' trust. We listen to you. We assess your financial situation and review your loan options to find the best solution. Then we guide you through the process. At CrossCountry Mortgage, LLC, expect more than a mortgage. HOW WE'RE DIFFERENT We distinguish ourselves from other mortgage brokers and lenders through superior customer service, a full range of mortgage products, and advanced technology. Mortgages are our only business. HOW WE CAN HELP YOU Our team is ready to help you identify and obtain the right home loan or refinancing solution for your needs. Whatever your situation, we'll be by your side from start to finish, keeping you informed and getting your loan closed quickly. TALK TO A LICENSED PROFESSIONAL At CrossCountry Mortgage, LLC, you can meet with a licensed loan officer face-to-face in one of our branches or complete the entire process online or by phone. Call now. We will get you pre-qualified or pre-approved and on your way to the home of your dreams
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
Our mission is to be the industry leader in merchant services by providing an innovative suite of business solutions, a high level of quality service, and having professional, dedicated employees that increase the financial well-being of our clients. Our employees and clients receive the same concern, respect and caring attitude. Since 1988, EMS has grown to become a leading provider of payment processing services and electronic transactions. The company operates in over 100 U.S. cities with the corporate headquarters located in Cleveland, Ohio.
In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients. Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients’ needs change over time.
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, and Philadelphia, and real estate offices in Chicago, Cleveland, and San Antonio. The firm is also a founding member of Global M&A Partners, enabling BGL to service clients in more than 30 countries around the world. For more information, please visit www.bglco.com. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC.
Community is everything At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live. More than a team With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers. We’re dedicated to getting it done We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home. Be the difference maker We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities. Connected by culture, proven by performance We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes. NMLS3029 Equal Housing Opportunity
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