Advanced tax planning in Cleveland, Ohio
12 results found
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Integrated Retirement Plan Solutions, LLC
● OpenIntegrated Retirement Plan Solutions, LLC is a finance institution located at 812 Huron Road East, Cleveland, Ohio, United States. Our mission is to ensure the financial well-being of our customer owners and their employees by offering advanced design and administration of individually-designed, qualified retirement plans for closely held businesses. We stay up to date with the latest changes in retirement planning legislation, including the SECURE Act, the CARES Act, and the SECURE Act 2.0. These acts have brought significant changes to retirement planning, such as increasing the Required Minimum Distribution age and providing tax credits for employer contributions to defined contribution plans.
812 Huron Rd E STE 601, Cleveland, OH 44115, United States -
Accounting Business Services
● OpenAccounting Business Services, located at 14425 Puritas Avenue in Cleveland, Ohio, is your go-to institution for all your accounting and finance needs. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive bookkeeping services, we are here to assist you. Our team of experienced CPAs and Senior Accountants have over 100 years of combined professional tax accounting experience, ensuring that your financial matters are in good hands. We offer a wide range of services, including Income Tax Preparation, IRS and State Audit Representation, Payroll Services, QuickBooks® support, and business startup services. Our goal is to help you maximize your business potential and ensure that your financial records are accurate and up-to-date.
14425 Puritas Ave, Cleveland, OH 44135, United States -
ACE Cash Express
● ClosedACE Cash Express is a financial institution located at 10589 Saint Clair Avenue in Cleveland, Ohio. Specializing in accounting services, ATM access, and financial solutions, ACE Cash Express is dedicated to providing convenient and reliable financial services to individuals and businesses in the area. With a strong commitment to customer service and financial expertise, ACE Cash Express is a trusted resource for all your financial needs.
10589 St Clair Ave., Cleveland, OH 44108, United States -
Vaughn & Company
● ClosedVaughn & Company is a premier hair care institution located at 869 North Cleveland Massillon Road in Akron, Ohio. Our team of skilled and experienced stylists are dedicated to providing top-notch services to help you achieve the perfect look for any occasion. From haircuts and styling to color treatments and hair extensions, we offer a wide range of services to cater to your individual needs. Visit us today and experience the difference at Vaughn & Company.
869 N Cleveland Massillon Rd, Akron, OH 44333, United States -
Sequoia Financial Group
● OpenSequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
6095 Parkland Blvd #210, Mayfield Heights, OH 44124, United States -
Johnson Investment Counsel
● OpenJohnson Investment Counsel is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a strong focus on providing personalized investment solutions to their clients, the team at Johnson Investment Counsel is dedicated to helping individuals and families achieve their financial goals. With a wealth of experience and expertise in the finance industry, clients can trust that their investments are in good hands. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Johnson Investment Counsel is here to help you every step of the way.
5005 Rockside Rd Suite #1100, Independence, OH 44131, United States -
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenNathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients. Certifications and Expertise:
22901 Millcreek Blvd Ste 375, Cleveland, OH 44122, United States -
Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.
25201 Chagrin Blvd # 350, Cleveland, OH 44122, United States -
Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.
8710 Cleveland Ave NW, North Canton, OH 44720, United States -
Berkshire Hathaway HomeServices Professional Realty
● OpenWelcome to Berkshire Hathaway HomeServices Professional Realty, located at 7466 Auburn Road, Suite A, Concord, Ohio 44077. Our business specializes in finance and real estate, offering unparalleled services to meet all your property needs. Led by Joseph A. Zingales, a seasoned broker licensed in both Ohio and Florida since 1998, The Zingales Team is dedicated to guiding you through every step of your real estate journey. Whether you're buying your first home, selling your current property, or looking to invest in real estate, our team is here to provide expert advice and personalized service. We pride ourselves on our customer service, responsiveness, and deep industry knowledge, ensuring that each client receives a tailored plan to achieve their specific goals.
7466 Auburn Road, Concord, Ohio 44077, United States -
Dianna Turk
● OpenWelcome to Dianna Turk, your trusted partner in finance and real estate located at 7466 Auburn Road, Suite A, Concord, Ohio 44077. As part of The Zingales Team at Berkshire Hathaway HomeServices Professional Realty, we are dedicated to guiding you through every step of your real estate journey. Whether you’re buying, selling, or investing, our team is committed to providing exceptional client service, built on a foundation of industry knowledge, responsiveness, and personalized attention. At Dianna Turk, we understand that each client has unique needs. Our approach involves crafting a tailored plan of action to help you achieve your specific real estate goals. With our advanced MLS search capabilities, you can explore listings like a professional Realtor®, save your favorite properties, and set up automatic alerts for new listings that match your criteria.
7466 Auburn Road, Concord, Ohio 44077, United States -
Joseph Zingales, Berkshire Hathaway HomeServices Professional Realty
● OpenWelcome to Joseph Zingales, Berkshire Hathaway HomeServices Professional Realty, your premier real estate agency located at 7466 Auburn Road, Suite A, Concord, Ohio 44077. As a dedicated team of real estate professionals, The Zingales Team is committed to guiding you through every step of your real estate journey. Whether you are buying, selling, or investing, we are your trusted resource for all your real estate needs. At the heart of our service is a commitment to exceptional client care, responsiveness, and deep industry knowledge. We take the time to understand each client's unique needs, crafting personalized strategies to help you achieve your real estate goals. Our team is here to make the process as smooth and rewarding as possible, whether you're searching for your dream home or looking to expand your investment portfolio.
7466 Auburn Road, Concord, Ohio 44077, United States
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