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  1. Learn about programs that you may qualify for and the requirements for each program. How to apply and other useful information, as well as more resources available to you, can also be found here.

    • Fort Washington Investment Advisors. Find an Advisor. Fort Washington Investment Advisors is a fee-based firm based in Cincinnati. It has a large team of advisors managing money for clients, with all individual clients being high-net-worth.
    • MAI Capital Management. Find an Advisor. As the top financial advisor firm in Cleveland, MAI Capital Management is next on our list. The firm’s client base is comprised of both non-high-net-worth and high-net-worth individuals, as well as investment companies, pooled investment vehicles, pension and profit-sharing plans, charities, other investment advisors and corporations.
    • Sequoia Financial Group. Find an Advisor. Sequoia Financial Group is a large firm that is also featured on our list of Akron's top financial advisors. It works almost exclusively with individual clients.
    • Johnson Investment Counsel. Find an Advisor. Johnson Investment Counsel is a fee-only firm based in Cincinnati. It is also featured on SmartAsset’s top Cincinnati financial advisors list.
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  5. Individual annuity questions. We've gathered our most frequently asked questions for you. If don't find your question or answer here, please contact us online or call 800.366.6654. READ MORE.

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