Office information

6133 Rockside Rd.
Suite 208
Independence, OH 44131

Branch Team

Michael Schlegel
Vice President, Branch Manager

Office Hours

Sunday Closed
Monday 9:00 am - 5:00 pm
Tuesday 9:00 am - 5:00 pm
Wednesday 9:00 am - 5:00 pm
Thursday 9:00 am - 5:00 pm
Friday 9:00 am - 5:00 pm
Saturday Closed

Cetera Investors
Independence, Ohio Branch

Branch Address

6133 Rockside Rd.
Suite 208
Independence, OH 44131

Cetera Investors
Independence, Ohio Branch

Cetera Investors

Michael Schlegel

Branch Manager

Cetera Investors The Cleveland, Ohio branch of Cetera® Investors is managed by Michael Schlegel. He has over 35 years of experience as a manager in the financial services industry. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.

Services offered at this branch:

Ongoing education and training:

Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.

Experienced specialist:

Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.

Support for retirement plans:

Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.

Proprietary Features

Cetera Investors

Technology that keeps you in sync:

Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.

Cetera Investors

Independent research:

Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.

Cetera Investors

About Cetera® Financial Management

Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.


Financial Manager in Independence, OH

If you’re searching for the right financial manager to help guide you through everything from building a retirement account to creating a college savings account for your kids, then you know how important the right experience is. Cetera® Investors cares about our client relationships above all else—that’s why we developed our Advice-Centric Experience® framework, so our managers in Independence, OH can provide exactly what you need.

We believe that when your money is on the line, you should be the one in the driver’s seat. Come into our local office for a personalized experience; we’ll tailor our managing strategies to meet your needs instead of the other way around. That’s the Cetera Investors difference.


Cetera Investors Frequently Asked Questions

A Cetera Investors financial manager is a wealth professional who understands the value of a client-focused advice experience while incorporating the latest tech innovations into our techniques. The median household income in Independence is a competitive $93,000, but we may be able to help you increase your take-home past that figure with clever investing strategies built for the 21st century.

Cetera Investors’ professionals are passionate about guiding you as intentionally as they would a friend or family member. We are enthusiastic about our values and stay true to them. When you trust someone to manage your money, you want to know that they care about you, and not just their own bottom line. Our team of financial professionals in Independence is committed to proving just that.

You can choose a financial manager in Independence by deciding what your needs are, and then finding a manager who will tailor their plans to your goals. From those looking to start their financial journey to those planning their retirement and estate, Cetera Investors is dedicated to doing things your way.

It's not just our clients' experience we're passionate about, though. Our professionals in Independence are always on the hunt for new innovations to get your money moving. Our professionals have access to Cetera's unique suite of proprietary financial tech solutions and training platforms. They help ensure that our managers know how best to build your portfolio to meet your goals. Some examples of our tech and resources are:

  • AdviceWorks: This proprietary platform ensures you’re always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
  • Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
  • Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
  • Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
  • Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.

Family, friends, building your career: these things matter most in life. We want you to be able to focus on those staples instead of worrying about your finances. That's why Cetera Investors is always learning new ways to improve our skills and finding opportunities to increase your passive income. By harnessing Cetera's nationwide network, our managers are uniquely capable of getting you where you want to be.

Cetera Investors' Independence wealth managers work by prioritizing your experience without sacrificing a keen knowledge of tech and innovation. If you're looking for help managing your assets anywhere in the Cleveland area, Independence Cetera Investors is the place to find the client experience you need to feel confident in growing your wealth.

Rather than offering a one-size-fits-all model for a financial management and investment strategy, we choose to be different. It's simple: every client has their own life path and financial goals. It just makes sense to tailor our advice to best match your experience, and to get to know you and your family along the way. We believe that strong relationships are the bedrock of a successful business model.


How Do I Get Started with Cetera Investors?

You can get started with Cetera Investors’ Independence wealth management solutions by giving us a call at 216.573.1010. Find us on Rockside Road just off Highway 77. We’re easy to find, so there’s no reason not to stop by.

We understand—finding the right service for financial advice in the Independence area can be stressful, but Cetera Investors offers easy access and open lines of communication, meaning you can always know where your money stands. Getting started with an experienced investor in Independence is the first step in planning your future. Call us to find out how we can get your money working both harder and smarter.


*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.


 

Learn more about how we can help you and your legacy.