Best financial services for individuals in Cleveland, OH
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OneMain Financial
● ClosedOneMain Financial is a trusted financial institution located at 2975 Cleveland Road in Wooster, Ohio. We specialize in providing personalized financial solutions to help our customers achieve their goals. Whether you need a personal loan, debt consolidation, or assistance with unexpected expenses, our experienced team is here to help. With a commitment to transparency and excellent customer service, OneMain Financial is dedicated to helping individuals and families navigate their financial needs with confidence. Visit us today to learn more about how we can assist you on your financial journey.
2975 Cleveland Rd, Wooster, OH 44691, United States -
Dataview Tax Service, Inc
● OpenDataview Tax Service, Inc is a reputable accounting and finance institution located at 4379 Cleveland Road in Wooster, Ohio, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Dataview Tax Service, Inc is committed to helping their clients achieve their financial goals. Their dedication to accuracy and customer satisfaction sets them apart as a trusted resource for all accounting and finance needs.
4379 Cleveland Rd, Wooster, OH 44691, United States -
Accounting Business Services
● ClosedAccounting 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 -
Goodwill Industries of Greater Cleveland & East Central Ohio
● ClosedGoodwill Industries of Greater Cleveland & East Central Ohio is a charitable institution located at 709 Canton Road Northwest in Carrollton, Ohio. This institution serves as a clothing store, furniture store, home goods store, and general retail store, offering a wide variety of gently used items at affordable prices. By shopping at Goodwill, customers not only find great deals on quality merchandise but also support programs that help individuals in the community find meaningful employment and achieve financial independence. Visit Goodwill Industries of Greater Cleveland & East Central Ohio to shop for a cause and make a positive impact in your local community.
709 Canton Rd NW, Carrollton, OH 44615, United States -
The Legal Aid Society Of Cleveland
● ClosedThe Legal Aid Society of Cleveland is a non-profit organization dedicated to providing free legal assistance to low-income individuals in the Cleveland area. Located at 1223 West 6th Street in Cleveland, Ohio, the organization offers a wide range of legal services, including representation in civil matters such as housing, family law, consumer rights, and benefits. Their team of experienced attorneys and volunteers work tirelessly to ensure that all individuals have access to justice, regardless of their financial situation. The Legal Aid Society of Cleveland is committed to advocating for the rights of the most vulnerable members of our community and strives to create a more just and equitable society for all.
1223 W 6th St, Cleveland, OH 44113, United States -
HKM TAX SERVICES
● ClosedHKM TAX SERVICES, located at 15708 Lorain Avenue in Cleveland, Ohio, offers accounting and finance services to both businesses and individuals. With over 20 years of experience in tax and accounting, owner operator Hakim Ali, an IRS Enrolled Agent, provides personal and affordable support to clients. Whether you need help with accounting, payroll, bookkeeping, or tax preparation, HKM TAX SERVICES is dedicated to finding solutions to your financial needs. Schedule an appointment with Hakim Ali, EA, by emailing or texting 216-214-0877. Appointments are available on Saturdays and Sundays, as well as throughout the year for both new and previous clients. Let HKM TAX SERVICES tackle your most complex financial issues and provide you with the support you need.
15708 Lorain Ave suite 103, Cleveland, OH 44111, United States -
Cleveland NuCare Health Brokers
● OpenCleveland NuCare Health Brokers is a trusted insurance agency located at 206 East Roadway in Cleveland, Ohio, United States. We specialize in providing comprehensive health insurance solutions for individuals and families. Our team of experienced brokers is dedicated to helping our clients find the best coverage options that fit their unique needs and budget. With a commitment to excellent customer service and personalized care, Cleveland NuCare Health Brokers is your go-to source for all your health insurance needs. Contact us today to learn more about how we can help you protect your health and financial future.
206 E Roadway, Cleveland, OH 44114, United States -
OneDigital Cleveland
● ClosedOneDigital Cleveland is a leading health insurance agency located at 4200 Rockside Road in Independence, Ohio. As part of the larger OneDigital network, we specialize in providing top-notch health insurance solutions to individuals and businesses in the Cleveland area. Our team of experienced professionals is dedicated to helping our clients find the right coverage at the best possible price. Whether you are looking for individual health insurance or group coverage for your employees, OneDigital Cleveland has you covered. Contact us today to learn more about our services and how we can help you navigate the complex world of health insurance.
4200 Rockside Rd, Independence, OH 44131, United States -
Principal Financial Group: Duncan Elaine
● ClosedPrincipal Financial Group: Duncan Elaine is a health insurance agency located at 1621 Euclid Avenue, Cleveland, Ohio, United States. At our institution, we aim to help you protect what matters most through insurance solutions. You can easily download tax forms and get your questions answered quickly. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer services to protect your life and wages, ensuring your loved ones can keep moving forward in any situation. Dedicate part of your paycheck to long-term goals like retirement or education, with confidence in your investments. Our team is here to help you meet your financial goals and adapt as life changes.
1621 Euclid Ave #1250, Cleveland, OH 44115, United States -
Bonvenuto Financial Group, LLC
● ClosedWelcome to Bonvenuto Financial Group, LLC, an insurance agency located at 11726 Cleveland Avenue Northwest in Uniontown, Ohio, United States. Our dedicated team is committed to providing personalized insurance solutions to meet your individual needs. Whether you are looking for auto, home, life, or business insurance, we are here to help protect what matters most to you. Contact us today to learn more about our comprehensive insurance options and how we can help you secure your financial future.
11726 Cleveland Ave NW, Uniontown, OH 44685, United States -
New York Life Service Center
● ClosedThe New York Life Service Center, located at 200 Public Square in Cleveland, Ohio, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also helps pay for everyday tasks assistance, replaces lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They provide guidance on creating investment strategies, setting up estate plans, and offer insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures through personalized solutions. They have been in the business of doing good since 1845, with a mission to make the world a better place through community engagement, responsible investing, and charitable giving. Their diverse workforce reflects the communities they serve, and they offer resources and tools to help you prepare for the future. Visit the New York Life Service Center to learn more about their offerings and how they can help you thrive.
200 Public Square Ste 501, Cleveland, OH 44114, United States -
Skylight Financial Group
● ClosedSkylight Financial Group is a leading finance and insurance agency located at 2012 West 25th Street in Cleveland, Ohio. With a team of experienced professionals, Skylight Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, investment advice, retirement planning, or wealth management services, Skylight Financial Group is dedicated to providing personalized solutions to meet your needs. Contact us today to learn more about how we can help you secure your financial future.
2012 W 25th St #900, Cleveland, OH 44113, United States -
Project LIFT Behavioral Health Services
● ClosedLocated at 4415 Euclid Avenue in Cleveland, Ohio, Project LIFT Behavioral Health Services is a health institution dedicated to creating a safe space for Black teens, adults, and fathers. Through social justice and prevention advocacy, Project LIFT aims to empower these individuals to be transformative members of society. The institution focuses on promoting equality and economic growth by providing behavioral health services, resources, training, workshops, and tools to uplift Black men. At Project LIFT, the primary focus is on leveling the playing field for at-risk youth, particularly young Black men, by equipping them with skills, strategies, and disciplined principles for emotional and financial wellness. The programs and events offered by Project LIFT are designed to help young men and fathers thrive by tapping into their ingenuity, fortitude, and celebrating their successes.
4415 Euclid Ave Suite 315, Cleveland, OH 44103, United States -
Financial Wealth Builders
● ClosedFinancial Wealth Builders is a leading finance institution located at 10850 Pearl Road in Cleveland, Ohio. Our team of experienced professionals is committed to helping individuals and businesses build and grow their wealth through strategic financial planning and investment management. Whether you are looking to secure your financial future, grow your assets, or plan for retirement, our experts are here to provide personalized solutions tailored to your unique goals and needs. Visit us today to learn more about how Financial Wealth Builders can help you achieve financial success.
10850 Pearl Rd STE D1, Cleveland, OH 44136, United States -
Elevate Financial Consulting
● ClosedElevate Financial Consulting is a premier finance institution located at 2150 West 117th Street in Cleveland, Ohio, United States. We specialize in providing expert financial advice and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to elevating your financial well-being through personalized strategies and top-notch service. Whether you need help with investments, retirement planning, or budgeting, Elevate Financial Consulting is here to help you reach new heights of financial success.
2150 W 117th St #1176, Cleveland, OH 44111, United States -
Henderson Financial Services - HFS
● OpenHenderson Financial Services (HFS) is a finance institution located at 3575 Reserve Commons Drive, Medina, Ohio, United States. Founded in 1987, HFS has been serving clients in the Cleveland / Akron Area as well as Northwest Florida. The team at HFS, including Robert A. Henderson Sr., Robert A. Henderson Jr., Chad A. Henderson, and Brent D. Kalb, specialize in providing investment, annuities, retirement planning, and life insurance services to individuals and small businesses. At HFS, we believe in taking a proactive approach to personal finance and helping clients understand the opportunities and potential rewards available. Our website offers valuable resources on insurance, investing, retirement, estate planning, and wealth preservation. As an Independent Investment Representative Firm, we provide securities through StoneX Securities Inc. and advisory services through Stone X Advisors, Inc.
3575 Reserve Commons Dr Suite 100 R6, Medina, OH 44256, United States -
7 Figures Funding Cleveland
● Closed7 Figures Funding Cleveland is a finance institution located at 1468 West 9th Street in Cleveland, Ohio. As a leading source of funding for businesses and individuals in the Cleveland area, we specialize in providing financial solutions to help our clients achieve their goals and reach their full potential. Our team of experienced professionals is dedicated to providing personalized service and guidance to ensure that each client receives the funding they need to succeed. Whether you are looking to start a new business, expand an existing one, or simply need some extra capital, 7 Figures Funding Cleveland is here to help you reach your financial goals.
1468 W 9th St Suite #100, Cleveland, OH 44113, United States -
Oswald Financial Inc
● OpenOswald Financial Inc is a reputable finance institution located at 1100 Superior Avenue in Cleveland, Ohio, United States. With a strong focus on providing comprehensive financial services, Oswald Financial Inc is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Oswald Financial Inc is committed to delivering top-notch service and expertise. Visit us today to learn more about how we can help you secure a sound financial future.
1100 Superior Ave, Cleveland, OH 44114, United States -
National Financial Resources
● OpenNational Financial Resources is a leading finance institution located at 1422 Euclid Avenue in Cleveland, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or simply manage your finances more effectively, National Financial Resources is here to help. Contact us today to learn more about how we can assist you with your financial needs.
1422 Euclid Ave, Cleveland, OH 44115, United States -
McDonald Partners Financial Advisors
● ClosedMcDonald Partners Financial Advisors is a trusted finance institution located at 1301 East 9th Street in Cleveland, Ohio, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support needed to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, McDonald Partners Financial Advisors is here to help you every step of the way.
1301 E 9th St #3700, Cleveland, OH 44114, United States -
First Invest Inc., Accounting & Tax Services
● ClosedFirst Invest Inc. is a reputable accounting and tax services institution located at 2301 Payne Avenue in Cleveland, Ohio, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Trust First Invest Inc. for all your accounting and tax needs.
2301 Payne Ave #200, Cleveland, OH 44114, United States -
Tarr Accounting & Tax Services
● ClosedTarr Accounting & Tax Services is a professional accounting and finance institution located at 14327 Madison Avenue in Cleveland, Ohio. Our team of experienced accountants and tax professionals is dedicated to providing top-quality services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Tarr Accounting & Tax Services for all your financial needs.
14327 Madison Ave, Cleveland, OH 44107, United States -
Alluvial Private Wealth (Cleveland)
● OpenAlluvial Private Wealth in Cleveland, Ohio is a finance institution located at 812 Huron Road East. Just like the fertile alluvial soil that provides the perfect conditions for growth, our firm is dedicated to helping individuals, families, businesses, and non-profit organizations thrive financially. Led by Randy Bliss, CFP®, our team of specialists is committed to providing personalized wealth management services to help you plan for retirement, manage your investments, and navigate complex financial situations. With decades of experience and numerous credentials, we are here to help you maximize your financial success.
812 Huron Rd E #290, Cleveland, OH 44115, United States -
Wellspring Financial Advisors
● ClosedWellspring Financial Advisors is a leading finance institution located at 5900 Landerbrook Drive in Cleveland, Ohio, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help clients achieve their goals. With a focus on building long-term relationships based on trust and integrity, we strive to offer innovative solutions tailored to each individual's unique financial situation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wellspring Financial Advisors is here to help you navigate the complexities of the financial world with confidence.
5900 Landerbrook Dr # 100, Cleveland, OH 44124, United States -
Sequoia Financial Group
● ClosedSequoia 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 -
Dunk Group Financial Advisors Ltd
● ClosedDunk Group Financial Advisors Ltd is a reputable finance institution located at 843 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
843 N Cleveland Massillon Rd Suite U12, Akron, OH 44333, United States -
M C Tax & Financial Services
● ClosedM C Tax & Financial Services is an accounting and finance institution located at 3725 South Cleveland Massillon Road in Barberton, Ohio, United States. Specializing in tax preparation and consulting services for individuals, small businesses, and farming, we offer assistance with federal, state, and local tax returns. Our experienced team provides consulting for current and future tax issues, as well as guidance on real estate transactions. We help businesses choose the best entity type for their tax and growth needs. At M.C. Tax & Financial Services, we value relationships and view each client as a partner in success. Our personalized approach is backed by years of training, technical expertise, and financial knowledge. Services offered include income tax preparation, IRS and state audit representation, business startup assistance, and real estate consulting. Owner Mark Crandall is an Enrolled Agent with over 30 years of experience working with taxpayers and tax authorities.
3725 S Cleveland Massillon Rd, Barberton, OH 44203, United States -
CTM Financial Advisors
● OpenCTM Financial Advisors is a reputable finance institution located at 1302 Cleveland Road West in Sandusky, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CTM Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
1302 Cleveland Rd W, Sandusky, OH 44870, United States -
Edward Jones - Financial Advisor: Bradley J Davis, CFP®
● ClosedEdward Jones - Financial Advisor: Bradley J Davis, CFP® is a reputable financial institution located at 105 Cleveland Road in Norwalk, Ohio. As a Certified Financial Planner, Bradley J Davis offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Bradley J Davis and his team are committed to providing top-notch financial guidance and support.
105 Cleveland Rd Suite C, Norwalk, OH 44857, United States -
Yurich Financial Group
● OpenYurich Financial Group is a leading finance institution located at 6674 Pearl Road in Cleveland, Ohio. With a strong reputation for providing top-notch financial services, Yurich Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Trust Yurich Financial Group to provide you with expert guidance and personalized service to help you secure a stable financial future.
6674 Pearl Rd, Cleveland, OH 44130, United States
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