Recommended Financial Planners

We asked on Instagram, you answered! Financial Planner recommendations around Cleveland.

Make sure to tell them The Cleveland Bucket List sent you!


Ameriprise Financial (Lynne Peters) - Canton

Anfield Wealth Management - Cleveland

Bolder Money

Carver Financial Services - Mentor

Capital Planners (Richie Webb) - Beachwood

Charles Schwab - Lyndhurst

Corrigan Krause - Crocker

Emily Braun at Edward Jones (2) - Willoughby

Hipp and Associates - Norwalk

Line Waver and Financial - Valley View

NYLife (Jeremy Soditch) - Independence

One Seven - Beachwood

OnPoint Wealth Partners (Brian Marion) - Cleveland

Stratos Wealth Partners (Kurt Ringenbach) - Chagrin Falls

Symphony Financial (Craig Small & Rob Schaefer) - Akron

Ta-Check Financial (Stephen Dowdell) - Fairview Park

Tony Pochiro at Raymond James - Willoughby

Haley G.

Haley has always loved reviewing locations and being in the know about the best neighborhoods, restaurants, and events in Cleveland. This passion fuels each guide and article she creates for The Cleveland Bucket List. She hopes you enjoy her stories and guides and get inspired to create an adventure of your own!

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