Best financial services for individuals in Delaware, OH
24 results found
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 44 North Sandusky Street in Delaware, Ohio, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet the individual needs of their customers, OneMain Financial is committed to helping individuals achieve their financial goals. Their team of experienced professionals is dedicated to providing excellent customer service and guiding clients through the financial process with transparency and integrity.
44 N Sandusky St, Delaware, OH 43015, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a prominent finance institution located at 800 West Central Avenue in Delaware, Ohio, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution prides itself on its experienced team of financial advisors who are dedicated to providing personalized and comprehensive financial guidance to individuals and businesses alike. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is a trusted partner in helping you navigate the complexities of the financial world.
800 W Central Ave, Delaware, OH 43015, United States -
Edward Jones - Financial Advisor: Tom Giberson
● ClosedEdward Jones - Financial Advisor: Tom Giberson is a leading finance institution located at 564 West Central Avenue in Delaware, Ohio, United States. With a focus on personalized financial planning and investment strategies, Tom Giberson and his team offer expert guidance and support to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Tom Giberson is dedicated to providing top-notch financial services tailored to your individual needs. With a commitment to transparency, integrity, and client satisfaction, you can trust Tom Giberson and his team to help you navigate the complexities of the financial world with confidence and peace of mind.
564 W Central Ave, Delaware, OH 43015, United States -
Pathways Financial Credit Union
● ClosedPathways Financial Credit Union, located at 879 West William Street in Delaware, Ohio, offers a variety of financial services including loans, mortgages, and credit cards. With quick and easy loan application processes, Pathways makes it simple to access the funds you need. Employees can also enjoy the benefits of credit union membership through Pathways. For businesses, Cooperative Business Services (CBS) provides solutions to meet working capital needs and more. The institution also offers free online courses in partnership with Bonzai to help individuals learn about important financial topics. Members can access their account information and manage their cards through the convenient online banking platform. Additionally, Pathways hosts events like the Creekside Blues & Jazz Festival, which features entertainment, agriculture, education, arts & crafts, and community. Stay informed on fraud prevention through the Pathways Security Center and take advantage of the extra perks and benefits of becoming a member. Start your journey to a secure financial future with Pathways Financial Credit Union.
879 W William St, Delaware, OH 43015, United States -
Wentzel's Tax Services
● ClosedWentzel's Tax Services is a reputable accounting and finance institution located at 657 Heritage Boulevard in Delaware, Ohio, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Wentzel's Tax Services is committed to providing personalized and reliable solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your taxes.
657 Heritage Blvd, Delaware, OH 43015, United States -
Merrill Lynch Financial Advisor William J Miner
● ClosedAt Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.
4137 Boardman-Canfield Rd, Canfield, OH 44406, United States -
Merrill Lynch Financial Advisor Sidney G Jones
● ClosedAt Merrill Lynch Financial Advisor Sidney G Jones, we are committed to providing our clients with access to a wide range of investment solutions from Merrill and banking products from Bank of America. Located in Canfield, Ohio, our office prides itself on delivering timely insights into market trends and the global economy to help you stay on track with your financial goals.
4137 Boardman-Canfield Rd #201, Canfield, OH 44406, United States -
Merrill Lynch Financial Advisor Liam I Jones
● ClosedMerrill Lynch Financial Advisor Liam I Jones offers a comprehensive suite of financial services tailored to meet the diverse needs of affluent individuals, families, and institutions. Located in Canfield, Ohio, this seasoned financial advisory practice brings over 30 years of expertise in investment solutions and wealth management.Services and Solutions: Clients benefit from a broad range of investment solutions provided by Merrill and banking products from Bank of America. With access to timely insights on market trends and the global economy, clients can make informed decisions to stay on track with their financial goals.Client-Centric Approach: The financial advisory team prides itself on building strong, lasting relationships with clients who are as hardworking and motivated as they are. Emphasizing sincerity, transparency, and integrity, the practice has cultivated a loyal and growing clientele that spans generations.Personalized Wealth Management:
4137 Boardman-Canfield Rd #201, Canfield, OH 44406, United States -
Merrill Lynch Financial Advisor Quinn S Jones
● ClosedAt Merrill Lynch Financial Advisor Quinn S Jones, we offer a comprehensive range of financial solutions tailored to meet the unique needs of our clients. Located in Canfield, OH, our office provides access to a broad spectrum of investment opportunities from Merrill and banking products from Bank of America. With more than 30 years of experience, Jones Wealth Management brings a seasoned and steady focus on "all things financial" to affluent individuals, families, and institutions both in Ohio and nationwide.
4137 Boardman-Canfield Rd #201, Canfield, OH 44406, United States -
Ohio Wesleyan University
● OpenOhio Wesleyan University is a prestigious liberal arts university located in Delaware, Ohio, United States. Situated at 61 South Sandusky Street, the university offers a diverse range of academic programs and opportunities for students to excel in their chosen fields. With a strong emphasis on student-centered learning and a commitment to developing well-rounded individuals, Ohio Wesleyan University provides a supportive and engaging environment for students to thrive. Whether pursuing a degree in the arts, sciences, or humanities, students at Ohio Wesleyan University benefit from a close-knit community, dedicated faculty, and a rich tradition of academic excellence.
61 S Sandusky St, Delaware, OH 43015, United States -
Jessica Forman - State Farm Insurance Agent
● ClosedJessica Forman - State Farm Insurance Agent is a reputable insurance agency located at 377 East William Street in Delaware, Ohio. With State Farm experience since 1998, Jessica Forman offers a range of insurance services including Auto, Fire, Health, and Life coverage. The agency has two convenient locations in Sunbury and Delaware to better serve their clients. The team at Jessica Forman - State Farm Insurance Agent is dedicated to helping individuals manage risks, recover from unexpected events, and achieve their dreams. The team at Jessica Forman - State Farm Insurance Agent includes experienced professionals such as Josh, Becca, Jessica Lynn, Marsha, and Anise, who are all licensed in various insurance categories. They are committed to providing personalized service and building strong relationships with clients to help them reach their goals. From helping clients choose the right coverage to assisting with claims, the team at Jessica Forman - State Farm Insurance Agent is there every step of the way.
377 E William St, Delaware, OH 43015, United States -
Payne & Brown Insurance Agency
● ClosedPayne & Brown Insurance Agency, located at 1086 East Wyandot Avenue in Upper Sandusky, Ohio, is a trusted insurance agency that has been serving clients since 1965. With seven offices throughout Ohio, including locations in Sunbury, Johnstown, Marengo, Danville, Delaware, Upper Sandusky, and Newark, Payne & Brown is dedicated to providing personalized insurance solutions for individuals and businesses. Specializing in personal and business insurance, Payne & Brown Insurance Agency is committed to building relationships with clients based on integrity, professionalism, and loyalty. As a multi-carrier agency, they offer a range of coverage options from trusted carriers to ensure that clients receive quality coverage at a competitive price.
1086 E Wyandot Ave, Upper Sandusky, OH 43351, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 40 Troy Road in Delaware, Ohio, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been helping individuals and businesses manage their finances for years. Whether you need assistance with filing your taxes or creating a financial plan, the professionals at H&R Block are dedicated to helping you achieve your financial goals.
40 Troy Rd, Delaware, OH 43015, United States -
Fruth & Company
● ClosedFruth & Company is a reputable accounting and finance firm located at 1802 Castleton Way in Delaware, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning for individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
1802 Castleton Way, Delaware, OH 43015, United States -
Liberty Tax
● ClosedLiberty Tax in Delaware, Ohio is a trusted finance institution located at 566 West Central Avenue. Our team of experienced professionals is dedicated to providing expert tax preparation and financial services to individuals and businesses in the area. With a commitment to accuracy, efficiency, and customer satisfaction, Liberty Tax is the go-to destination for all your financial needs. Visit us today to experience top-notch service and personalized solutions for your tax and financial concerns.
566 W Central Ave, Delaware, OH 43015, United States -
Doug Yglesias - State Farm Insurance Agent
● ClosedDoug Yglesias - State Farm Insurance Agent is an insurance agency located at 3040 Riverside Drive in Columbus, Ohio, United States. Situated in Upper Arlington just North of Grandview, this agency is dedicated to helping clients with their auto insurance, business insurance, small business insurance, contractor's insurance, commercial auto insurance, homeowner's insurance, life insurance, renters' insurance, and other insurance needs. The agent, Doug Yglesias, transitioned from a Global Corporation to start his State Farm office in Columbus. His office is conveniently located in the heart of the city, making it easily accessible from various neighborhoods including Dublin, Westerville, Grove City, Hill Top, Bexley, Gahanna, Delaware, Italian Village, Canal Winchester, New Albany, Hilliard, and even Dayton. Doug is committed to serving individuals, families, friends, and businesses in the community.
3040 Riverside Dr # 119, Columbus, OH 43221, United States -
U.S. Bank Branch
● ClosedThe U.S. Bank Branch located at 801 North Houk Road in Delaware, Ohio offers a wide range of banking and financial services to its customers. Whether you're looking to open a checking or savings account, apply for a loan, or seek investment advice, our knowledgeable staff is here to help. With convenient hours of operation and a commitment to excellent customer service, U.S. Bank Branch is dedicated to meeting the financial needs of individuals and businesses in the local community. Visit us today to experience the convenience and security of banking with U.S. Bank.
801 N Houk Rd, Delaware, OH 43015, United States -
Joslyn Law Firm
● OpenJoslyn Law Firm is recognized as one of Ohio’s leading family and divorce law firms. Our founder and managing attorney, Brian Joslyn, is an award-winning lawyer who has been honored by Rue Ratings as one of the Best Attorneys of America and nominated as a Top 100 Trial Lawyer by The National Trial Lawyers Association. Our team prides itself on achieving high legal standards and aims to elevate the quality of client representation within the legal community. Services:
35 E Gay St #507, Columbus, OH 43215, United States -
Brian J Day - Aflac Insurance Agent
● ClosedWelcome to Brian J Day - Aflac Insurance Agent, your trusted partner for supplemental insurance solutions in Ohio. Located at 8744 Union Centre Boulevard, we specialize in providing insurance policies that address the gaps left by traditional health insurance. At Aflac, we understand that health insurance wasn’t designed to cover everything, which is why we offer a range of policies to help you manage the expenses that health insurance doesn’t cover. Our comprehensive suite of insurance products is designed to provide you with financial peace of mind. We offer coverage for emergency treatments, cancer care, critical illnesses, and final expenses, helping you protect your financial future and that of your loved ones. Additionally, we provide coverage options for unexpected events involving your pets, ensuring every member of your family is protected.
8744 Union Centre Boulevard, Ohio 45069, United States -
Coldwell Banker Realty - Central Regional Office
● ClosedWelcome to Coldwell Banker Realty - Central Regional Office, your premier real estate agency located at 9321 Montgomery Road, Cincinnati, Ohio. Serving the vibrant communities across the Tristate’s Northeast corridor, our office is proud to offer unparalleled service, professionalism, and integrity to every client. Whether you're looking to buy or sell in Blue Ash, Indian Hill, Kenwood, Mason, or any of the surrounding areas, our team of award-winning professionals is here to guide you through every step of your real estate journey. Our specialists are well-versed in the diverse housing opportunities available, from charming historic homes and luxury estates with city or river views to contemporary condominiums and new constructions. We understand that each client's needs and goals are unique, whether you're a seasoned market veteran or making your first investment. That's why we are committed to providing personalized service tailored to your individual requirements.
9321 Montgomery Road, Cincinnati, Ohio 45242, United States -
Evelo Group
● OpenWelcome to Evelo Group, located at 312 Walnut Street, Cincinnati, Ohio. As a premier financial advisory firm, we are proud to serve successful families across the United States with over four decades of experience. Our dedicated team of 28 professionals brings a diverse range of expertise, enabling us to craft innovative strategies tailored to the unique needs of substantial wealth management. With $8.03 billion in assets under management as of February 29, 2024, our clients trust us to simplify their financial lives, allowing them to focus on what truly matters. We work closely with you to develop customized financial strategies aimed at managing current risks, achieving personal goals throughout life, and preserving wealth for future generations.
312 Walnut Street, Cincinnati, Ohio 45202, United States -
Bank of America Private Client Advisor Jennifer Sherwood
● OpenWelcome to Bank of America Private Client Advisor Jennifer Sherwood's office, located at 312 Walnut Street, Cincinnati, Ohio. As a Senior Vice President and Institutional Client Advisor with Bank of America Private Bank, Jennifer Sherwood brings over two decades of private banking experience to her role. She is dedicated to delivering personalized financial guidance to individuals, families, nonprofit organizations, and endowments, helping them achieve their personal and professional missions. Jennifer specializes in working with business owners, entrepreneurs, senior executives, and their families, offering expert advice on investing, trust and estate planning, lending, wealth structuring, and business succession. Her empathetic and discreet approach makes her a trusted confidante, especially during significant life transitions like the passing of a loved one or divorce.
312 Walnut Street, Cincinnati, Ohio 45202, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 9511 Kenwood Road, Blue Ash, Ohio 45242, United States. As a part of Truist Financial Corporation, we are committed to providing a wide range of financial services to meet your diverse needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan tailored to your goals, our services are designed to support your financial journey. At this location, you can access a variety of banking products and services, including loans and deposit accounts, all provided by Truist Bank, a proud Member of FDIC. Our trust and investment management solutions are handled by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc. offers these through its SEC-registered broker-dealer, a member of FINRA and SIPC, and as a licensed insurance agency.
9511 Kenwood Road, Blue Ash, Ohio 45242, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and finance, conveniently located at 9511 Kenwood Road, Cincinnati, Ohio. At Truist, we are committed to helping you achieve your financial goals with a wide range of services tailored to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our dedicated team is here to assist you every step of the way. As part of Truist Financial Corporation, we offer a comprehensive suite of financial services through our affiliates. Truist Bank, a Member FDIC, provides banking products and services, including loans and deposit accounts. For trust and investment management, look no further than Truist Bank and Truist Delaware Trust Company. If you're interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc., a registered broker-dealer, and licensed insurance agency, is ready to serve you. Additionally, our investment advisory services are available through Truist Advisory Services, Inc., and GFO Advisory Services, LLC.
9511 Kenwood Road, Cincinnati, Ohio 45242, United States
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