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Financial Planners in Brook Park, OH: 2026 rankings

135 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brook Park: Mutual of Omaha Mortgage, RFA Score 77/100; 4.9★ from 441 Google reviews.

  2. 2

    Most-reviewed: Zingale & Associates, 181 Google reviews at 5.0★, the most of 135 ranked after Mutual of Omaha Mortgage; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

135 Brook Park financial planners are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 135 rated firms.

Top 10 financial planners in Brook Park at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Brook Park at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Mutual of Omaha Mortgage774.9★ (441)Seven Hills, 7 mi awayTop score
2Zingale & Associates765.0★ (181)Lakewood, 6 mi awayMost reviews
3Brookside Tax & Financial Group734.8★ (105)Parma, 4 mi away—
4Turney Income Tax/DWR Financial LLC724.9★ (66)Berea, 5 mi away—
5Pathways Financial Credit Union - Seven Hills724.8★ (86)Seven Hills, 7 mi away—
6The Estate Planning Team, Inc.715.0★ (35)Middleburg Heights, 3 mi away—
7Intentional Divorce Solutions714.7★ (37)Middleburg Heights, 2 mi away—
8Tempo Wealth, LLC.705.0★ (36)Brecksville, 8 mi away—
9Landing Point Financial Group704.9★ (54)Avon, 13 mi away—
10JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company704.7★ (72)Avon, 12 mi away—

All 135 financial planners in Brook Park, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Brook Park

    #1 Mutual of Omaha Mortgage

    Based in Seven Hills, 7 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 441 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 441 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    5800 Lombardo Center, Seven Hills, OH 44131
    View profile for Mutual of Omaha Mortgage(216) 239-1263

  2. #2 Zingale & Associates

    Based in Lakewood, 6 mi away

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 181 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13400 Madison Ave Unit B, Lakewood, OH 44107
    View profile for Zingale & Associates(216) 677-8207

  8. #8 Tempo Wealth, LLC.

    Based in Brecksville, 8 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6133 Rockside Rd Bldg 2, Suite 400, Independence, OH 44131
    View profile for Tempo Wealth, LLC.(440) 568-3676

  11. #11 Lineweaver Financial Group

    Based in Brecksville, 10 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    9035 Sweet Valley Dr, Valley View, OH 44125
    View profile for Lineweaver Financial Group(216) 520-1711

  12. #12 Bankers Life

    Based in Beachwood, 16 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    25101 Chagrin Blvd Ste 170, Beachwood, OH 44122
    View profile for Bankers Life(216) 360-8000

  14. #14 Lazor Agency

    Based in Medina, 18 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    404 N Court St, Medina, OH 44256
    View profile for Lazor Agency(330) 722-4444

  16. #16 Golden Reserve

    Based in Brook Park

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    6133 Rockside Rd Ste 303, Independence, OH 44131
    View profile for Golden Reserve(216) 503-0718

  18. #18 Ta-Check Financial

    Based in Strongsville, 4 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.2★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 24 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    7979 Pearl Rd, Strongsville, OH 44136
    View profile for Ta-Check Financial(440) 891-1200

  24. #24 Zayti & Asscoiates

    Based in Westlake, 8 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2237 Crocker Rd Ste 120, Westlake, OH 44145
    View profile for Zayti & Asscoiates(440) 855-3505

  25. #25 SD Capital

    Based in Solon, 22 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    7227 Chagrin Rd Ste D, Chagrin Falls, OH 44023
    View profile for SD Capital(440) 561-6800

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 135 ranked financial planners here; the rest are on their profiles.

financial planners in Brook Park, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Statz & Associates General Agency665.0★ (18)13 mi
27Afia Wealth Management665.0★ (9)6 mi
28Lee Hyder and Associates665.0★ (42)23 mi
29Bank of America (with Drive-thru ATM)663.9★ (29)7 mi
30Prosperity Capital Advisors664.8★ (13)9 mi
31Alpha Planning665.0★ (25)18 mi
32Bank of America (with Drive-thru ATM)663.6★ (22)4 mi
33Aspire Investment Management665.0★ (10)9 mi
34EmVision Capital Advisors664.9★ (42)24 mi
35A.N.D. Direct665.0★ (18)16 mi
36Ta-Check Financial664.4★ (7)4 mi
37Edelman Financial Engines655.0★ (8)9 mi
38Bank of America (with Drive-thru ATM)653.9★ (15)7 mi
39Newman & Company, CPAs654.6★ (10)9 mi
40The 611 Group Wealth Advisors655.0★ (13)14 mi
41Myers Capital Advisors654.8★ (21)18 mi
42TaxUS Financial LLC654.9★ (25)21 mi
43Signal Tree Financial Partners, LLC655.0★ (21)21 mi
44Bank of America Financial Center653.5★ (24)8 mi
45Skylight Financial Group654.1★ (9)9 mi
46Cornerstone Wealth Management655.0★ (5)7 mi
47Kennard Financial Services654.9★ (7)10 mi
48Gateway Financial, LLC644.3★ (18)15 mi
49Strategic Wealth Partners, Ltd.645.0★ (5)8 mi
50American Tax Service644.4★ (15)14 mi

Also serving Brook Park

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Brook Park
BusinessGoogle ratingDistance
Alpha Retirement Solutions5.0★ (2)6 mi
Best Tax & Accounting5.0★ (2)2 mi
Cleveland Retirement PlanningIn Brook Park
Effortless Budgeting5.0★ (18)In Brook Park
Exeter Finance1.9★ (109)In Brook Park
Fifth Third Securities - Eric Haddad3.0★ (2)4 mi
Kiplinger & Co CPAs LLC5.0★ (2)7 mi
Legacy Financial Associates5.0★ (2)6 mi
Morgan Financial SolutionsIn Brook Park
Parkhurst Financial Services, Inc.5.0★ (2)5 mi
Pathfinder Wealth Advisors LLCIn Brook Park
Paul J La Banc - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Brook Park
Platinum Fortune impact5.0★ (12)In Brook Park
SagePoint FinancialIn Brook Park
Sherri Banta Group Rocky River5.0★ (2)6 mi
Spinnaker Financial GroupIn Brook Park
Tranquil Path Financial PlanningIn Brook Park
Valued Capital Advisors5.0★ (2)7 mi
Vitou Financial Services5.0★ (2)6 mi
Zachary Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi

How we ranked Brook Park financial planners

We scored 135 Brook Park financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Brook Park data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Brook Park: frequently asked questions

Which financial planner has the highest RFA Score in Brook Park?

By RFA Score, the highest-ranked financial planner in Brook Park, OH is Mutual of Omaha Mortgage with an RFA Score of 77/100. It has 4.9★ from 441 Google reviews. Zingale & Associates (#2) and Brookside Tax & Financial Group (#3) follow. We ranked 135 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Brook Park?

RankedFinancialAdvisors ranks 135 financial planners serving Brook Park, OH. 1 of them is based in Brook Park; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Brook Park work on weekends?

19 of 135 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Bankers Life (#12) and Bank of America (with Drive-thru ATM) (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brook Park financial planners have?

The median Google rating among 135 rated financial planners in Brook Park is 4.9★, with a median of 10 reviews. Mutual of Omaha Mortgage has the most, 441 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Brook Park count in this ranking?

Yes, if they are within 25 mi of the Brook Park city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Brook Park ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Brook Park a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Brook Park

  1. November 2026: RFA Scores recalculated for 135 financial planners serving Brook Park.

More financial planners and Brook Park pages