Asset management services in Ohio
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Martin Financial Services
● ClosedMartin Financial Services is a reputable finance institution located at 1399 East Western Reserve Road in Youngstown, Ohio. With a commitment to providing top-notch financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Martin Financial Services has the expertise and resources to help you make informed decisions. Trust us to provide personalized and reliable financial services to meet your individual needs. Contact us today to learn more about how we can assist you in securing your financial future.
1399 E Western Reserve Rd, Youngstown, OH 44514, United States -
Renee Hefner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRenee Hefner is a Financial Advisor at Ameriprise Financial Services, LLC located at 6599 Seville Drive in Canfield, Ohio, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Renee is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients. Contact Renee Hefner at Ameriprise Financial Services for personalized financial advice and wealth management solutions.
6599 Seville Dr #100, Canfield, OH 44406, United States -
Erin Spalding - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedErin Spalding is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8170 South Avenue in Youngstown, Ohio, United States. The institution, part of The Handel2 Group, was awarded the Ameriprise Client Experience Award in 2023. They offer consultations on financial planning concepts and investment products, with a focus on providing a positive experience for their clients. Erin Spalding is registered with FINRA and can conduct securities business in specific states. Clients can expect personalized advice and guidance on achieving their financial goals. The institution emphasizes privacy and security in all interactions with clients.
8170 South Ave # 2, Youngstown, OH 44512, United States -
Mark Handel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Handel - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable institution located at 8170 South Avenue, Youngstown, Ohio, United States. Mark Handel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This institution offers expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and individuals with special financial needs. Mark Handel is dedicated to providing comprehensive and personalized financial planning solutions to help clients achieve their financial goals.
8170 South Ave # 2, Youngstown, OH 44512, United States -
Bradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a reputable finance institution offering a wide range of services to meet the financial needs of individuals. The institution boasts a team of highly qualified professionals with various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors at Bradley A Handel have the expertise and knowledge to provide top-notch financial advice and services to their clients. The institution specializes in asset management, estate planning, retirement planning, investment strategies, and more, catering to the needs of retirees, small business owners, high net worth clients, and individuals with special financial considerations. The advisors at Bradley A Handel are committed to upholding a code of ethics and providing personalized financial solutions to help clients achieve their financial goals.
8170 South Ave # 2, Youngstown, OH 44512, United States -
The Handel2 Group - Ameriprise Financial Services, LLC
● ClosedThe Handel2 Group - Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a finance institution that focuses on providing personalized investment and financial planning services. The Handel2 Group has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at The Handel2 Group is committed to helping clients navigate the complexities of financial planning and adjust their approach as life changes. To learn more about how The Handel2 Group can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and advisors are registered to do business in certain U.S. states.
8170 South Ave # 2, Youngstown, OH 44512, United States -
FFG Wealth Management, LLC
● ClosedFFG Wealth Management, LLC is a finance institution located at 135 South Main Street in Columbiana, Ohio, United States. Our team understands that no two retirements are the same, which is why we tailor our guidance to meet your specific needs. Whether you are looking for a review of your current financial situation or a retirement plan that will last for the next 30-plus years, we have the experience and knowledge to guide you through the process. If you are nervously nearing retirement, we have compiled a list of do's and don'ts to help keep you on track. Additionally, we offer a guide on how to create income in retirement, addressing common misconceptions about annuities. As an independent firm, we can help you develop a custom financial strategy using a wide array of products and services to meet your specific needs, no matter how close you are to retirement.
135 S Main St, Columbiana, OH 44408, United States -
Tri-State Financial Services
● ClosedTri-State Financial Services is a reputable finance and insurance agency located at 255 North 3rd Street in Steubenville, Ohio. With a commitment to providing top-notch financial services to individuals and businesses in the Tri-State area, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Tri-State Financial Services is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial security.
255 N 3rd St, Steubenville, OH 43952, United States -
Huffman-Mayer Wealth Management Group
● ClosedHuffman-Mayer Wealth Management Group, located at 3705 State Road in Ashtabula, Ohio, is a finance institution dedicated to helping clients navigate the transition from working to retirement. With nearly 200 years of combined experience, the team at Huffman-Mayer Wealth Management Group offers personalized guidance to assist clients in meeting their investment planning goals. The institution has been recognized by Forbes as one of the Best-In-State Wealth Advisors and Wealth Management Teams, showcasing their commitment to excellence in the industry. The team includes professionals with certifications such as CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Specialist, ensuring that clients receive expert advice tailored to their individual needs.
3705 State Rd Suite 100, Ashtabula, OH 44004, United States -
PNC Wealth Management
● OpenPNC Wealth Management is a leading financial institution located in Youngstown, Ohio, United States. Specializing in wealth management services, PNC offers personalized financial planning and investment solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, PNC Wealth Management is dedicated to providing top-notch service and expertise to clients seeking to grow and protect their wealth. Whether you are planning for retirement, saving for college, or building your investment portfolio, PNC Wealth Management can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Youngstown, OH 44503, United States -
Douglas Shodd - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Shodd is a Financial Advisor at Ameriprise Financial Services, LLC located at 141 North Main Street, Hubbard, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Contact Douglas Shodd for comprehensive financial advice and planning tailored to your needs.
141 N Main St, Hubbard, OH 44425, United States -
Christina M Matthews - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristina M. Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. Christina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. Christina's specialized knowledge allows her to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Christina can help guide you through the complex world of finance with professionalism and expertise. Contact Christina M. Matthews today for personalized financial advice and wealth management services.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Sturm Financial Services Inc
● OpenSturm Financial Services Inc is a finance institution located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Sturm Financial Services Inc provides personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or help with managing your finances, Sturm Financial Services Inc is dedicated to providing top-notch service and expertise.
4137 Boardman-Canfield Rd, Canfield, OH 44406, United States -
Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLori Allegretto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment management, financial planning, and more. Lori Allegretto is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a leading financial institution located at 200 Stanton Boulevard in Steubenville, Ohio. With a strong focus on personalized financial planning and wealth management services, Baird Private Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Our team of experienced professionals provides expert guidance and innovative solutions tailored to each client's unique needs. Trust Baird Private Wealth Management to provide comprehensive financial services and support to help you navigate the complexities of the financial world with confidence and peace of mind.
200 Stanton Blvd Suite 40, Steubenville, OH 43952, United States -
Bob Ferraro - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBob Ferraro - Financial Advisor at Ameriprise Financial Services, LLC, located at 6599 Seville Drive in Canfield, Ohio, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Bob provides investment, asset allocation, and portfolio recommendations tailored to each client's unique needs. Regular meetings and progress reviews ensure that strategies are updated as life changes occur. Clients have secure access to their investments and accounts from any device. Bob offers complimentary initial consultations to discuss retirement, education, major purchases, and more. He is registered in multiple states and adheres to FINRA's regulations. Ameriprise Financial cannot guarantee future financial results, but strives to provide a positive financial planning experience for all clients.
6599 Seville Dr #100, Canfield, OH 44406, United States -
John Mahan - Ameriprise Financial Services
● OpenJohn Mahan - Ameriprise Financial Services is a finance institution located at 8886 East Market Street in Warren, Ohio, United States. With a focus on providing personalized financial planning and investment services, John Mahan and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Ameriprise Financial Services offers a wide range of financial solutions tailored to meet your individual needs. Contact John Mahan and his team today to start planning for a more secure financial future.
8886 E Market St, Warren, OH 44484, United States -
Bryan Redmond - Ameriprise Financial Services, Inc.
● OpenBryan Redmond - Ameriprise Financial Services, Inc. is a finance institution located at 8886 East Market Street in Warren, Ohio, United States. Our team of financial professionals is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial services to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
8886 E Market St, Warren, OH 44484, United States -
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
3378 State Rte 5, Cortland, OH 44410, United States -
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAustin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.
3378 State Rte 5, Cortland, OH 44410, United States -
Shively, Rider & Associates - Ameriprise Financial Services, LLC
● OpenShively, Rider & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3010 State Route 5 in Cortland, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device. The institution provides regular reviews and updates to help clients track their progress towards their financial goals. They offer complimentary initial consultations to discuss specific needs and objectives. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for privacy and security. The institution cannot guarantee future financial results but strives to help clients achieve their financial aspirations.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Prime Vest Financial Services
● OpenPrime Vest Financial Services is a leading financial institution located at 1 South Main Street in Niles, Ohio, United States. Specializing in finance, Prime Vest offers a wide range of services including investment planning, retirement planning, and wealth management. With a team of experienced professionals, Prime Vest is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Prime Vest Financial Services is here to provide expert guidance and support.
1 S Main St, Niles, OH 44446, United States -
Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErnie Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice, Ernie offers expertise in various areas of finance to help clients achieve their financial goals. As an Ameriprise advisor, Ernie has a specific area of focus that aligns with your financial needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. If you are interested in working with Ernie, you can fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. During this meeting, Ernie will discuss your financial goals and create a customized plan to help you reach them.
3378 State Rte 5, Cortland, OH 44410, United States -
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.
3378 State Rte 5, Cortland, OH 44410, United States -
Laurie Gerdy - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLaurie Gerdy - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. Some of the certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. Advisors at Laurie Gerdy are trained to help clients make informed decisions and achieve their financial goals. Whether you are looking for retirement planning, investment advice, estate planning, or assistance with domestic partnership finances, Laurie Gerdy has a team of qualified professionals to help you navigate the complex world of finance.
3378 State Rte 5, Cortland, OH 44410, United States -
David Rider - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Rider is a Financial Advisor at Ameriprise Financial Services, LLC located at 3010 State Route 5 in Cortland, Ohio, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. David is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCynthia Shively, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, offers a wide range of financial services to meet the needs of individuals and businesses. Cynthia holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Cynthia is a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing specialized financial advice in those areas. With a commitment to professionalism and ethics, Cynthia is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Cynthia Shively at Ameriprise Financial Services for expert financial guidance and support.
3010 State Rte 5 a, Cortland, OH 44410, United States -
MAI Capital Management
● ClosedMAI Capital Management is a leading finance institution located at 6050 Oak Tree Boulevard in Cleveland, Ohio. With a strong reputation for providing top-notch financial services, MAI Capital Management offers a wide range of investment solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning, prudent investing, and personalized advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, MAI Capital Management is committed to helping you succeed.
6050 Oak Tree Blvd # 500, Cleveland, OH 44131, United States -
Brookfield Financial Services
● OpenBrookfield Financial Services is a reputable accounting and finance institution located at 6855 Warren - Sharon Road in Ohio, United States. With a team of experienced professionals, Brookfield Financial Services offers a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, Brookfield Financial Services is dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, investments, or retirement planning, you can trust Brookfield Financial Services to provide expert guidance and personalized solutions tailored to your specific needs.
6855 Warren - Sharon Rd, Brookfield Township, OH 44403, United States
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