Financial Advisors & Resources in Cleveland

Please refer to the following list of financial advisors and services in the Northeast Ohio area (including Cuyahoga, Lake, and Lorain Counties) that focus on the financial needs of Boomers and older adults that have chosen to participate in the Senior Citizen's Guide to Northeast Ohio.

Go Direct®
800-333-1795 • www.GoDirect.org
— Seniors can prevent identity theft by switching to direct deposit, which eliminates the risk of stolen checks and forgeries. It's also easier and more convenient than paper checks, because the payment goes straight into your bank account. It's fast, easy and free to switch to direct deposit.

Homestead Exemption
Cuyahoga County • 216-443-7050
Lake County • 440-350-2534, ext. 2536
Lorain County • 440-329-5222
— Property tax reduction for homeowners age 65+. Income limitations.

Internal Revenue Service - Federal Income Tax Help
1-800-829-1040
— Free Tax Counseling for the Elderly (TCE) and Volunteer Income Tax Assistance (VITA). Home-bound taxpayers can ask for a volunteer home visit.

Local Income Tax Assistance
216-664-2070

State Income Tax Assistance
1-800-282-1780