Asset management services in Mentor, OH
29 results found
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Steven Ockajik - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteven Ockajik is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 6964 Spinach Drive in Mentor, Ohio. With years of experience and expertise in finance, Steven is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Steven Ockajik can provide personalized financial advice and solutions tailored to your unique needs. Contact Steven Ockajik at Ameriprise Financial Services, LLC today to start planning for a more secure financial future.
6964 Spinach Dr, Mentor, OH 44060, United States -
NMS Wealth Management
● OpenNMS Wealth Management is a leading financial institution located at 8383 Mentor Avenue in Mentor, Ohio, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, NMS Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to learn how we can help you secure your financial future.
8383 Mentor Ave, Mentor, OH 44060, United States -
Carver Financial Services
● OpenCarver Financial Services, located at 7473 Center Street in Mentor, Ohio, is a finance institution dedicated to helping individuals achieve their personal vision based on their unique needs, goals, and risk tolerance. With a focus on smart investors with $500,000 or more in assets, Carver Financial Services offers a team of wealth management experts who prioritize your goals above all else. Through their Personal Vision Planning® process, they work to grow, protect, and manage your wealth, bridging the gap between your dreams and reality. With over 250 years of combined experience, their professional team crafts customized strategies to help you navigate your financial future. President Randy Carver provides insights into the market and the latest news from the institution on his blog. Recognized with awards several times a year, Carver Financial Services is committed to delivering comprehensive financial advice in a simple, straightforward manner. Contact them by phone at 440-974-0808 or toll-free at 800-627-7279, or email at carverfinancialservices@raymondjames.com.
7473 Center St, Mentor, OH 44060, United States -
U.S. Bank – Wealth Management Banker: Angela Alli
● ClosedU.S. Bank's Wealth Management Banker, Angela Alli, is located at 6655 Center Street in Mentor, Ohio. As a finance institution, U.S. Bank offers personalized wealth management services to help clients achieve their financial goals. Angela Alli provides expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your assets, Angela Alli and U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
6655 Center St, Mentor, OH 44060, United States -
Burdette Asset Management
● OpenBurdette Asset Management is a finance institution located at 8964 Little Mountain Road in Mentor, Ohio, United States. With a focus on providing personalized investment strategies and financial planning services, Burdette Asset Management helps clients achieve their financial goals and secure their futures. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial market and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Burdette Asset Management is dedicated to helping you achieve financial success.
8964 Little Mountain Rd, Mentor, OH 44060, United States -
Hickory Asset Management
● ClosedHickory Asset Management is a reputable finance institution located at 9930 Johnnycake Ridge Road in Mentor-on-the-Lake, Ohio, United States. With a strong focus on providing top-notch financial services, Hickory Asset Management offers expert advice and personalized investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the dedicated team at Hickory Asset Management is here to help. Trust in their expertise and experience to guide you towards a secure and prosperous financial future.
9930 Johnnycake Ridge Rd #2b, Mentor-On-The-Lake, OH 44060, United States -
Rayl Financial Services
● ClosedRayl Financial Services is a reputable financial institution located at 6966 Spinach Drive in Mentor, Ohio, United States. Specializing in accounting and finance services, Rayl Financial Services offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, they provide expert advice and assistance in managing finances, tax preparation, budgeting, and more. Whether you are looking for personal financial planning or business accounting services, Rayl Financial Services is dedicated to helping you achieve your financial goals.
6966 Spinach Dr, Mentor, OH 44060, United States -
Ware Bookkeeping & Tax Service
● OpenWare Bookkeeping & Tax Service is a top-notch accounting and finance institution located at 1431 Skyway Street Northeast, North Canton, Ohio, United States. Led by the dynamic and experienced Laurie Ware, this institution specializes in providing personalized services tailored to help entrepreneurs and small business owners succeed. With a deep understanding of the challenges faced by startups, Laurie offers expert guidance and support to ensure that all financial aspects are on track to achieve your goals. Whether you are just starting out or a seasoned professional, Ware Bookkeeping & Tax Service offers comprehensive small business bookkeeping services using QuickBooks Online software. Laurie's expertise in the tax code and financial management makes her a valuable asset in helping you keep more of what you earn in your bank account.
1431 Skyway St NE, North Canton, OH 44721, United States -
CLS Facility Services
● ClosedCLS Facility Services is a trusted asset and facilities maintenance company located at 8061 Tyler Boulevard in Mentor, Ohio, United States. With over 50 years of experience, we offer a wide range of services to support organizations in various industries. Our team takes a relationship-based approach to become your most trusted partner for all asset maintenance needs. We specialize in servicing companies with 50–500 facilities, providing HVAC service, preventive maintenance, electrical and lighting maintenance, and more. Our national network of certified contractors and vendors, advanced technology, and client asset management tools ensure exceptional maintenance solutions.
8061 Tyler Blvd, Mentor, OH 44060, United States -
Storage Sense - Mentor
● ClosedWelcome to Storage Sense - Mentor, your premier destination for moving, storage, and store solutions conveniently located at 7810 Tyler Boulevard, Mentor, Ohio 44060. Whether you're relocating, decluttering, or simply need extra space, we offer a variety of storage options to meet your needs. Our facility provides both indoor temperature-controlled storage units and outdoor drive-up storage units, ensuring your belongings are safe from extreme weather conditions and easily accessible. Temperature-controlled units are perfect for preserving delicate items like clothing, electronics, and wooden furniture from potential damage such as mold, mildew, or rust.
7810 Tyler Boulevard, Mentor, Ohio 44060, United States -
Kevin Kilfoyle - State Farm Insurance Agent
● ClosedKevin Kilfoyle - State Farm Insurance Agent is an insurance agency located at 1655 Mentor Avenue in Painesville, Ohio. Situated near Tractor Supply, our team is dedicated to providing the highest level of customer service and professionalism for all your insurance needs. Whether you are looking for Auto, Home, Life, Renters, or Business insurance, we are here to help. As a lifelong Lake County resident and a State Farm Agent since 2010, I take pride in serving the Painesville community. My favorite part of being an agent is meeting new people and helping them protect their most valued assets. With Spring approaching, now is the perfect time to review your insurance coverage and ensure you are prepared for the warmer months ahead.
1655 Mentor Ave, Painesville, OH 44077, United States -
Brian Davis - State Farm Insurance Agent
● ClosedBrian Davis - State Farm Insurance Agent is a reputable insurance agency located at 3165 Navarre Avenue in Oregon, Ohio. In addition to providing insurance services, the institution is conveniently located in a shopping center with AT&T, SuperCuts, and Pizza Hut. Brian Davis, the experienced insurance agent, has been in the industry for over 15 years and is dedicated to helping clients protect their assets and plan for the future. As a State Farm agent, Brian shares the company's mission of helping people manage risks, recover from the unexpected, and realize their dreams. Brian is committed to providing quality service, building relationships, upholding integrity, and ensuring financial strength for his clients. He is passionate about creating possibilities for customers and helping them achieve their goals. With a focus on financial well-being, Brian and his team are dedicated to making a positive impact on the lives of others and the community. They work hard as a team to reach their goals and mentor individual team members for successful careers.
3165 Navarre Ave, Oregon, OH 43616, United States -
Hugh Daly - State Farm Insurance Agent
● ClosedHugh Daly - State Farm Insurance Agent is a trusted insurance agency located at 8524 Mentor Avenue in Mentor, Ohio, United States. Situated at the corner of Mentor Ave and Acacia, next door to St. Mary's Church, we have been serving the community for over 20 years. Our dedicated team, led by a Bowling Green State University graduate, is committed to helping you and your family with all your insurance needs. From life insurance to special needs trusts, we offer a wide range of services to ensure your loved ones are financially secure. We also provide tips on DIY auto maintenance to help you save on repair costs. Your privacy is important to us, so please refrain from sharing sensitive personal information.
8524 Mentor Ave, Mentor, OH 44060, United States -
Tom Daly - State Farm Insurance Agent
● ClosedTom Daly - State Farm Insurance Agent is located at 8524 Mentor Avenue in Mentor, Ohio, United States. As an insurance agency, we are dedicated to providing our clients with the best coverage and service possible. Our team is committed to helping you protect what matters most. Every month is fire prevention month at Tom Daly - State Farm Insurance Agent. Make sure to check the pressure gauge on your fire extinguisher and ensure that it is charged for your safety and peace of mind. Our agent, Tom Daly, has been with State Farm since 1976 and has earned numerous accolades, including being a Legion of Honor Qualifier, Honor Agent Qualifier, Bronze Tablet Qualifier, and Silver Scroll Qualifier.
8524 Mentor Ave, Mentor, OH 44060, United States -
Randy Carver - Raymond James
● OpenRandy Carver - Raymond James is a finance institution located at 7473 Center Street in Mentor, Ohio, United States. We specialize in helping smart investors with $500,000 or more in assets achieve their personal vision based on their individual needs, goals, and risk tolerance. Our wealth management team prioritizes you and your goals, providing comprehensive financial advice through our proprietary Personal Vision Planning® process. With a focus on simplicity and transparency, we work to grow, protect, and manage your wealth effectively. Our experienced team of advisors and associates, with over 250 years of collective experience, create customized strategies to guide you towards your financial future. President Randy Carver shares market insights and news on our blog, while our institution is consistently honored with awards throughout the year. We are available for in-person meetings, phone calls, or emails to address your financial needs and concerns.
7473 Center St, Mentor, OH 44060, United States -
Lighthouse Advisers
● OpenLighthouse Advisers, located in Mentor, Ohio, United States, is dedicated to providing an exceptional client experience that goes above and beyond expectations. Our experienced advisers are committed to empowering you with the knowledge and tools necessary to secure your financial future and achieve your life goals. We take the time to thoroughly understand your financial situation in order to tailor our services to meet your individual needs. As a client of Lighthouse Advisers, you can expect more than just asset management and wealth protection. We advocate for your financial future and partner with you to make your dreams a reality. Our partnership with LPL Financial allows us to deliver high-quality, personalized service with your best interests at heart. With access to cutting-edge technology and independent research, we are able to focus on your needs and objectives.
Mentor, OH 44060, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a well-established financial institution located at 8039 Broadmoor Road in Mentor, Ohio, United States. Specializing in a wide range of financial services, Ameriprise Financial offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Ameriprise Financial is dedicated to providing personalized and comprehensive financial planning and investment management services to its clients. Whether you are looking to plan for retirement, manage your investments, or protect your assets, Ameriprise Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
8039 Broadmoor Rd # 25, Mentor, OH 44060, United States -
Benjamin F. Edwards
● ClosedBenjamin F. Edwards is a finance institution located at 7322 Center Street in Mentor, Ohio, United States. The institution is led by a team of experienced professionals including Peter Ferrante, CFP® - Branch Manager, Managing Director – Investments, and Tanner Smith, who delivers customized financial advice to clients striving to reach their goals. The institution is affiliated with Benjamin F. Edwards® & Co. and Benjamin F. Edwards Wealth ManagementSM LLC, offering a range of financial services including investment advice, financial planning, and asset allocation guidance. The team at Benjamin F. Edwards is dedicated to providing personalized, client-centered service with a focus on trust, integrity, and mutual respect. Whether you are planning for retirement, managing your finances, or looking to invest, Benjamin F. Edwards is committed to helping you achieve your financial goals.
7322 Center St, Mentor, OH 44060, United States -
Edward Jones - Financial Advisor: Stacey A Smaretsky, AAMS™
● ClosedEdward Jones - Financial Advisor: Stacey A Smaretsky, AAMS™ is a leading financial institution located at 7330 Little Mountain Road in Mentor, Ohio, United States. As an Accredited Asset Management Specialist (AAMS™), Stacey A Smaretsky provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial planning services.
7330 Little Mountain Rd Suite A, Mentor, OH 44060, United States -
Inglewood Associates LLC
● OpenInglewood Associates LLC is a reputable institution located at 9242 Headlands Road, Mentor, Ohio, United States. We are dedicated to providing high-quality financial and consulting services to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investment strategies, tax planning, or business consulting, we are here to help. Contact us today to learn more about how Inglewood Associates LLC can support your financial success.
9242 Headlands Rd, Mentor, OH 44060, United States -
Daniel P. Seink Co., Ltd.
● ClosedDaniel P. Seink Co., Ltd. is a reputable law firm located at 7537 Mentor Avenue in Mentor, Ohio, United States. Specializing in a wide range of legal services, the experienced team at Daniel P. Seink Co., Ltd. is dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with personal injury claims, family law matters, estate planning, or any other legal issue, the lawyers at Daniel P. Seink Co., Ltd. are here to help. With a commitment to professionalism and client satisfaction, this institution is known for their exceptional service and successful outcomes. Contact Daniel P. Seink Co., Ltd. today for all your legal needs.
7537 Mentor Ave Suite 207A, Mentor, OH 44060, United States -
First National Bank
● ClosedFirst National Bank, located at 7323 Center Street in Mentor, Ohio, offers a wide range of financial services both online and in-person. Whether you're looking for checking and savings accounts, loans, investments, or business solutions, we have you covered. Our eStyle account helps you manage your funds without worrying about overdraft fees, while our Premierstyle Checking offers benefits, rewards, and savings for those with higher balances. If you're a business owner, our comprehensive solutions can save you time and money so you can focus on growing your business. From business checking accounts to employee benefits packages, our experts at First National Insurance Agency can help you attract and retain the best employees. Need financing? Our Home Equity Line of Credit and Asset Secured Term loans can help you meet your financial objectives.
7323 Center St, Mentor, OH 44060, United States -
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Nicolas Piuzzi
● OpenNicolas Piuzzi, MD, is a distinguished orthopaedic surgeon located at 1730 W 25th St, Cleveland, OH 44113, United States. As a specialist in adult joint reconstruction at the Cleveland Clinic, Dr. Piuzzi brings extensive expertise in primary and revision total hip and knee procedures. His practice focuses on treating conditions such as osteoarthritis, osteonecrosis, arthrofibrosis, osteolysis, periprosthetic infections, and periprosthetic fractures. Dr. Piuzzi serves as the Director of Cleveland Clinic Adult Joint Reconstruction Research (CCARR), leading a world-renowned team in arthroplasty research. This team is highly productive, publishing over 100 peer-reviewed manuscripts annually and conducting numerous clinical trials. The research group, supported by several funding sources, includes a dedicated staff team of program managers, data analysts, research coordinators, and research fellows.
1730 W 25th St, Cleveland, OH 44113, United States -
Lake Shore Insurance Agency
● ClosedLake Shore Insurance Agency, located in the heart of Newton Falls, OH, is your trusted partner for all your insurance needs in Northeast Ohio. Serving communities across Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we pride ourselves on offering smarter insurance solutions designed by experts who understand the unique demands of your industry and the stakes involved.
43 E Broad St, Newton Falls, OH 44444, United States -
Easter Seals of Mahoning, Trumbull, and Columbiana Counties
● OpenEaster Seals of Mahoning, Trumbull, and Columbiana Counties is dedicated to providing exceptional services to children and adults of all abilities, enabling them to live, learn, work, and play within their communities. Located at 299 Edwards Street in Youngstown, Ohio, this organization offers a comprehensive range of health and physiotherapy services designed to meet the diverse needs of individuals with disabilities and special needs. Community Involvement:
299 Edwards St, Youngstown, OH 44502, United States -
Lintern Corporation
● OpenWelcome to Lintern Corporation, your trusted partner in severe-duty industrial air conditioning and environmental control solutions. Located at 8685 Station Street, Mentor, Ohio, our team is dedicated to protecting people, assets, and controls from the harshest environmental conditions worldwide. Since 1940, Lintern Corporation has specialized in designing and manufacturing high-performance air conditioner systems that thrive under extreme temperatures and corrosive environments. Our innovative solutions include self-contained AC units, flexible condenser designs, and efficient evaporators, each engineered to excel where conventional systems fall short.
8685 Station Street, Mentor, Ohio 44060, United States -
Investment Partners
● ClosedWelcome to Investment Partners, your trusted financial advisory firm located at 7201 Center Street, Mentor, Ohio. We are dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. With a team of experienced financial advisors, we offer a comprehensive range of services including retirement planning, wealth management, asset allocation, and risk assessment. At Investment Partners, we prioritize your financial well-being, providing transparent advice tailored to your unique needs. Whether you are planning for the future or looking to optimize your current portfolio, our commitment is to ensure your financial success. Visit us today and discover how we can partner with you on your journey to financial prosperity.
7201 Center Street, Mentor, Ohio 44060, United States -
LibertyX Bitcoin ATM
● OpenWelcome to LibertyX Bitcoin ATM, your go-to destination for quick and easy Bitcoin transactions in Mentor, Ohio. Conveniently located at 9400 Mentor Avenue, our Bitcoin ATM offers a seamless experience for both beginners and seasoned cryptocurrency enthusiasts. At LibertyX, we understand the importance of accessibility and security when it comes to managing your digital assets. That's why our state-of-the-art ATM provides a user-friendly interface, ensuring a smooth process whether you're buying or selling Bitcoin. Our prime location in Mentor makes it easy for local residents and visitors alike to access our services. Visit us today for a fast, secure, and hassle-free way to manage your Bitcoin transactions. Experience the future of finance with LibertyX Bitcoin ATM.
9400 Mentor Avenue, Mentor, Ohio 44060, United States
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