MAI Jobs in and around Cincinnati, OH

Company:
MAI
Current Opportunities (0)
Company Website
Location(s):
1360 East Ninth Street
Suite 1100
Cleveland,  OH
44114
Map Location
Phone:
(216) 4363603
Fax:
(216) 4363647
Industry:
Business Consulting Services
Size:
50-99

Company Overview

MAI is a privately owned, independent SEC registered investment advisor firm with more than $1.4 billion in client assets under management. Our independence makes us unique, as it allows us to truly remain objective throughout the decision making process.

We are a conflict free, fee only firm so our financial advice is always framed around the client's needs and goals. We have the resources of a larger firm with the customized service of a small boutique. Our depth of over 55 employees, gives us the ability to service our clients with our client-focused approach that is consistent throughout our investment advisory services, planning & preparing tax returns, ensuring personal credit history, managing insurance needs, coordinating an estate plan, assisting clients with buying their first homes, and providing overall independent financial planning advice.