Life and income planning solutions

Provide for the expected, prepare for the unexpected

Huntington Financial Advisors work to understand your full financial picture, and build a plan with you that aligns decisions with your values, increases your confidence, and empowers you to act decisively.

Call us today at 800-322-4600.

Planning for your life

Our goal is to help you consider your options as you plan for anticipated events, including an assessment of what protections you may need for those occurrences that can hinder your progress.

We can help you plan for:

  • Retirement
  • Income needs
  • Education
  • Changes in family status
  • Impairment of loved ones
  • Life, disability and long-term care
  • Handling new wealth and monetary windfalls
  • Next-generation or charitable gifting

It starts with understanding your story

We begin by listening to you, and assessing where you are today and where you'd like to go. Together, you and your advisors will:

  • Examine short-term, intermediate and long-term goals
  • Discuss your risk tolerance and a variety of investment and savings strategies for helping you realize your goals
  • Identify gaps and prioritize needs
  • Identify strategic investment opportunities and determine action steps
  • Consider what might the impairment of a loved one look like

One team working for you

We view our planning process as the beginning of a lasting relationship with you. Once your plan is clear, you’ll have access to a broad base of products and services. At Huntington, we believe we are large enough to provide the services you need, yet close enough to deliver them in person.

Contact us

We're here for you — by phone or in a branch.

Call us

Client Services
Monday through Friday, 8 a.m.-5 p.m. ET
800-322-4600

Find a branch

Find your nearest Huntington Branch.

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Disclosures

Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE

Huntington offers a full range of wealth management and financial services through dedicated teams of professionals in the Huntington Private Bank® and Huntington Financial Advisors®, as follows:

  • Banking solutions, including loans and deposit accounts, are provided by The Huntington National Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®.
  • Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company does business as a registered broker-dealer, member FINRA and SIPC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), and a licensed insurance agency.

The Huntington National Bank, The Huntington Investment Company, and Huntington Insurance, Inc., are wholly-owned subsidiaries of Huntington Bancshares Incorporated.

Minimum investment or deposit balance criteria apply with respect to the Huntington Private Bank. Please contact a Huntington Private Bank colleague for more information on eligibility requirements.