(which will reduce returns). Huntington National Bank FINRA data last verified January 03, 2023. Is your firm a broker-dealer or are you affiliated with one? help Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? What does this mean and why is this important? Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. (800) 323-9865 Columbus OH 43212. 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, Questions to ask What are Discretionary and Non-Discretionary Spending. Theyll explain their services and can Tips, tools and how to's to helpwith your financial goals. 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. Please contact your Company Administrator to reset your password if you continue having problems logging in. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Sat, 8:00 a.m. 4:00 p.m. Answer: No. Questions to ask 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. , Huntington,Huntington.Welcome. and Huntington Heads Up are federally registered service marks of Huntington Bancshares Incorporated. Theyll explain their services and can How long will it take to receive my refund? Financial planning questionnaire. The most reputable financial advisors for seniors are the ones who are not only knowledgeable and qualified about retirement planning and after-retirement financial strategizing, but also the ones you can trust. All investing involves risk, including protection. Our affiliate, Huntington Private Bank, has a team of economic professionals helping to keep our clients up to speed on recent financial news and market outlooks so that you'll have the information needed to manage and grow your wealth. Your needs are unique. 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. Kirtland Hills Capital Management, Legacy Wealth Advisors, Riverview Capital Management, StoneCastle Cash Management, Millennium Advisory Services, Was this helpful? HuntingtonAdvisors are personal, responsive, and transparent. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. What does this mean? A financial advisor who will act as your fiduciary can help eliminate many problems. 24/7 Daily, Credit Card Payment Assistance - Personal & Business They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Different privacy and security practices may apply. 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. The investment advisory business has offices in 409 locations . The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . ET, Mortgage Payment Assistance Financial Planning We will keep you informed regarding your advisory account and check in with you along the way. 410 West 10th Avenue. Advisors Money Home Jason Slates Canton Private Banking, 4481 Munson Street Nw, Canton, OH Website Firm: Huntington Financial Advisors Overview Specialities/Services Cost & Fees Experience. Questions to ask Description. Innovative ways to help keep money coming in. What does this mean? *SEC data last verified January 03, 2023. The Huntington National Bank is an Equal Housing Lender and Member FDIC. What does this mean? While partners may pay to provide offers or be featured, e.g. Independence Capital Company, Inc. Richard J. Martin. Firm performs side-by-side management with accounts that have differing fee structures. What does this mean? Even if you are capable of handling your own bookkeeping, a professional financial advisor is a smart choice. ET Tips, tools and how to's to helpwith your financial goals. You're about to leave huntington.com and go to a site Huntington doesn't control. Transparent, responsive, and objective. 24/7 Daily, Commercial Credit Cards The Huntington National Bank is an Equal Housing Lender and Member FDIC. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Find the location nearest you. Robert A. Billstein. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. of experience in the finance industry. Help us keep your information up-to-date. As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. With our trusted network of advisors, we'll connect you with up to three established planners in your area. Contact Us > Financial Advisor. 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. As a Certified B Corporation, our focus is simple: people before profits. Whether youre looking to stay engaged or stay afloat, start planning now. 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. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Heading towards retirement? What does this mean and why is this important? What does this mean and why is this important? over 7 years 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. There are no guarantees that working with an adviser will yield positive returns. Firm or a related person trades securities for themselves that they also recommend to their clients. Huntington Private Bank is a service mark of Huntington Bancshares Incorporated. Supplementary information may be provided by listed advisors or their representatives. Which securities does your firm trade for itself that it will also be recommending to me? We're here for you online, by phone, or in a branch. ET Stay sharp with seniorfocused financial articles. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Please provide me a list of the products and a summary of how much your firm earns from them. Do You Know About the Spousal Social Security Benefit? What conflicts arise from this relationship? Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean? What conflicts do I need to be made aware of? While this can be seen as "eating your own cooking," there are conflicts that may arise. . Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. What does this mean and why is it important? review the ongoing performance of any Adviser, participate in the management of any users account by Yes or Sales: 877.345.5256 Support: 800.891.8880 stay connected 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. Thats why we have the Advisory Satisfaction Promise. total investible assets. 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. Every client is different. 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. What does this mean? 5555 Cleveland Ave How to Choose a Financial Advisor. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching How does your firm mitigate them? The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. Estimate your These exist as separately managed accounts (SMA) and unified managed accounts (UMA). Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at There are no guarantees that working with an adviser will yield positive returns. planning for retirement, We value your opinion. Does your firm, or anyone associated with the firm, practice as a law firm? Huntington Financial Advisors in West Chester, OH and has How does your firm approach insurance sales? Huntington Financial Advisors 800-322-4600 Visit Site add_a_photo Overall 3.0 Year Registered 2000 See you back here soon! Learn 7 steps to help you find the best financial advisor for you. 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. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. The information may be inaccurate, incomplete or outdated. Please see our General Disclaimers for more information. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. MF, 9:00 a.m. to 5:00 p.m. Loan Payment Assistance advisors. Nac Osj - Kentwood, 6225 Kalamazoo Ave Se. 2023 Huntington Bancshares Incorporated. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 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. What does this mean? What does this mean? This review was produced by SmartAsset based on publicly available information. This is not an offer to buy or sell any security or interest. 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