Carnegie Investment Counsel
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Thank you for submitting your answers! Here are next steps...

  1. Our team of professionals will review your answers and determine a financial advisor match based on your answers.
  2. You will receive a phone call sharing your financial advisor match. We will follow up with an email so you can book a meeting at your convenience with your advisor match.
  3. Meet with your advisor to share your unique financial circumstances and reasons for seeking an advisor now.

If you have immediate questions call 216-367-4114.

Investment Managers of Carnegie Investment Counsel

At Carnegie Investment Counsel, we understand you require an attentive financial and investment advisor you can trust to wisely manage and grow your wealth. As a Registered Investment Adviser (RIA), we abide by the fiduciary standard, an elevated level of ethical contact for investment advisors. We always seek to do what is right for your objectives and bottom-line. We also strive to remove confusion and provide clear information throughout our relationship with you.

  • Your unique circumstances require custom financial solutions
  • Your advisor should always strive to do what is right for you and your goals
  • You should know exactly what management fees you are paying

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Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


We get to know you to assess your ​current investment and financial situation.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


We organize and structure a plan for ​reaching your financial goals.
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


We monitor and strategically adjust your plan ​to keep it relevant throughout your life’s changes.
Book An Appointment

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Telephone

800-321-2322

Email

info@carnegieinvest.com

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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH

©2022 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis