Building wealth in Independence, Ohio
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The Legacy Council
The Legacy Council (TLC) is a highly reputable insurance agency located in Loveland, Ohio, United States. Owned by the father-son team of Jack and Justin Seitz, TLC is accredited by the Better Business Bureau with an A rating. With a combined 37 years of experience, Jack and Justin are licensed Insurance Advisors who specialize in advising clients on their Insurance and Retirement Planning needs. They assist pre-retirees and retirees with Medicare Benefits, Social Security & Retirement Planning, Life Insurance, Long Term Care, and Health Insurance. Their ultimate goal is to help clients build and preserve their "Legacy."
Tim McKenzie - State Farm Insurance Agent
Tim McKenzie - State Farm Insurance Agent is located at 157 South Main Street in Centerville, Ohio, United States. As an insurance agency, Tim McKenzie State Farm is dedicated to helping you cover your present needs and prepare for your future. Serving Centerville and surrounding communities, Tim McKenzie is a proud member of the South Metro Chamber of Commerce. With a team of professionals ready to assist you, Tim McKenzie State Farm offers 24-hour customer and claim service. Annette Mansfield, a Licensed Property, Casualty, Life, & Health Agent, joined the team in May 2023. Annette's goal is to ensure that customers are protected and have peace of mind. With years of experience and knowledge in handling various insurance quotes, Annette is a valuable asset to the agency.
Citizen Advisory Group
Citizen Advisory Group is a finance and insurance agency located at 770 Commerce Drive in Perrysburg, Ohio. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and guidance. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Safe Harbor Retirement Group - Dublin
Safe Harbor Retirement Group in Dublin is a trusted finance and insurance agency located at 6099 Frantz Road in Dublin, Ohio. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure retirement. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to provide personalized solutions tailored to your unique financial goals. Visit us today to start building a safe harbor for your future.
Royal Oak Financial Group
Royal Oak Financial Group is a premier financial services firm located at 5858 N High St Suite A, Worthington, OH 43085, United States. Specializing in a wide array of financial planning and wealth management services, Royal Oak Financial Group is dedicated to helping individuals, families, and businesses achieve their financial goals. Our team of experienced and knowledgeable financial advisors is committed to providing personalized strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or seeking comprehensive financial advice, Royal Oak Financial Group offers the expertise and resources to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
FRC Financial, Inc
FRC Financial, Inc is a reputable accounting and finance institution located at 1440 Rockside Road in Parma, Ohio, United States. With a team of experienced professionals, FRC Financial offers a wide range of financial services including tax preparation, financial planning, and business consulting. Clients can expect personalized and reliable assistance to help them achieve their financial goals. Visit FRC Financial, Inc today and experience top-notch financial services that cater to your individual needs.
Bath Experts
Welcome to Bath Experts: Your Premier Bathroom Transformation Partner Located at 7875 Palace Drive, Cincinnati, Ohio, Bath Experts is your local authority in transforming dated bathrooms into luxurious, spa-like retreats. As a trusted general contractor and home goods store, we specialize in providing top-tier bathroom remodeling services that cater to your unique needs and preferences.
America's Retirement Headquarters
America's Retirement Headquarters, located at 1700 Woodlands Drive in Maumee, Ohio, has been providing real-world financial strategies and services to retirees and beyond since 1994. With a focus on building close, personal relationships with clients in the Michigan and Ohio communities, we help individuals achieve their future visions through customized financial planning. Our team of professionals offers a full range of services, including trusts, wills, tax strategies, and more, to create a comprehensive retirement plan tailored to your needs and desires. Whether you are in the midst of your career, nearing retirement, or already in retirement, our advisors are here to guide you on your financial planning and retirement journey. Visit our YouTube channel for the latest in financial and retirement news, and contact us today to speak with one of our advisors and get started on securing your financial future.
Young Hall
Young Hall is a dynamic institution located at 231 Western College Drive in Oxford, Ohio, United States. With a focus on addressing today's challenges with deep knowledge, bold ideas, and a commitment to building a brighter tomorrow, Young Hall is at the forefront of data science at Miami University. The institution celebrates entrepreneurs through the RedHawk50 Awards and recognizes the achievements of its students at annual ceremonies. At Young Hall, students have the opportunity to choose from a variety of programs that will open up a wealth of career opportunities, rather than locking them into one occupation. The campus itself is breathtaking, providing an ideal learning environment where students can immerse themselves in a community that values collaboration and creativity.
Full Circle HomeCare
At Full Circle HomeCare, we understand the complexities and emotional challenges that come with caring for a loved one who may be disabled, ill, or aging. With more than 65 million Americans balancing work, home, and caregiving responsibilities, the potential for caregiver burnout is real and significant. Our mission is to empower our clients to achieve the highest quality of life through excellent services and care, allowing families to provide the necessary support without compromising their own well-being.Our Services:1. Personal Care Assistance: - Help with activities of daily living (ADLs) such as bathing, grooming, and medication reminders. - Support with instrumental activities of daily living (IADLs) including meal preparation and household chores.2. Nutritional Support:
Carlozzi Financial Services
Carlozzi Financial Services is a trusted finance institution located at 831 Southwestern Run in Youngstown, Ohio. With a commitment to providing personalized financial solutions, Carlozzi Financial Services offers a wide range of services including financial planning, investment management, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Carlozzi Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
Kiefer Financial Services
Kiefer Financial Services is a reputable finance institution located at 6715 Tippecanoe Road in Canfield, Ohio, United States. With a team of experienced professionals, Kiefer Financial Services offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Kiefer Financial Services is dedicated to providing personalized solutions to meet your individual needs. Visit us today and let us help you secure your financial future.
Edward Jones - Financial Advisor: Mike Holdford, AAMS™
Edward Jones - Financial Advisor: Mike Holdford, AAMS™ is a reputable financial institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. As a trusted financial advisor, Mike Holdford, AAMS™, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Contact Mike Holdford, AAMS™ today to start planning for a secure financial future.
Bailey Financial Planning
Bailey Financial Planning, located at 992 East State Street in Salem, Ohio, is a finance institution that offers comprehensive financial planning services. Whether you are just starting to invest or have years of experience, Bailey Financial Planning can help you create a personalized financial plan that will last a lifetime. Securities are offered through American Portfolios Financial Services, Inc., a member of FINRA/SIPC, and advisory services are provided through American Portfolios Advisors, Inc., a registered investment advisor. Bailey Financial Planning operates independently of APFS and APAI.
Edward Jones - Financial Advisor: Tim Kern
Edward Jones - Financial Advisor: Tim Kern is a reputable finance institution located at 327 4th Street in Marietta, Ohio, United States. Tim Kern is a knowledgeable and experienced financial advisor who offers personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Tim Kern can provide expert guidance and advice to help you make informed financial decisions. With a focus on building long-term relationships and putting clients' needs first, Edward Jones - Financial Advisor: Tim Kern is dedicated to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Mary Segrest, AAMS™|CRPC™
Edward Jones - Financial Advisor: Mary Segrest, AAMS™|CRPC™ is a reputable finance institution located at 292 Front Street in Marietta, Ohio, United States. Mary Segrest, a certified Accredited Asset Management Specialist and Chartered Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing comprehensive financial planning, Mary Segrest and her team at Edward Jones strive to help clients make informed decisions and secure their financial future.
Edward Jones - Financial Advisor: David W Furbee
Edward Jones - Financial Advisor: David W Furbee is a reputable financial institution located at 344 Main Street in Jackson, Ohio, United States. Specializing in providing personalized financial advice and services, David W Furbee and his team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to delivering top-notch financial planning and investment strategies to individuals and families. Whether you are looking to save for retirement, invest for your children's education, or plan for major life events, Edward Jones - Financial Advisor: David W Furbee is here to guide you every step of the way.
Learning For Life Center
The Learning For Life Center is a finance institution located at 203 West Franklin Street in Centerville, Ohio, United States. Our center is dedicated to providing individuals with the knowledge and skills necessary to make informed financial decisions and improve their financial well-being. Our experienced team of professionals offers a range of educational programs and resources to help our clients achieve their financial goals. Whether you are looking to learn about budgeting, investing, or retirement planning, the Learning For Life Center is here to support you on your financial journey. Visit us today to start building a brighter financial future.
Everence Financial
Everence Financial is a comprehensive financial institution located at 301 Ditto Street in Archbold, Ohio, United States. Specializing in finance, health, and insurance services, Everence Financial offers a wide range of products and solutions to help individuals and families achieve their financial goals and secure their future. With a commitment to ethical and responsible practices, Everence Financial is dedicated to providing personalized and trustworthy service to its clients.
Freeman Heyne Financial Advisors
Freeman Heyne Financial Advisors is a reputable institution located at 10250 Alliance Road in Blue Ash, Ohio, United States. As a comprehensive finance, health, and insurance agency, we specialize in providing expert guidance and personalized solutions to help our clients achieve their financial goals and secure their future. With a team of experienced professionals, we offer a wide range of services including investment planning, retirement planning, insurance coverage, and healthcare options. Trust Freeman Heyne Financial Advisors to provide you with the expertise and support you need to make informed decisions and build a strong financial foundation.
James Michael Lockhart: Primerica - Financial Services
James Michael Lockhart: Primerica - Financial Services is a reputable finance and insurance agency located at 608 West State Street in Trenton, Ohio, United States. With a strong focus on providing high-quality financial services, the institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, James Michael Lockhart and his team are committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you make informed financial decisions and build a secure financial future.
Allstate Personal Financial Representative: Eric Lowman
Allstate Personal Financial Representative: Eric Lowman is a finance and insurance agency located at 4166 Dayton Xenia Road in Beavercreek, Ohio, United States. As a trusted representative, Eric Lowman helps clients with their personal financial needs, offering expert advice and tailored solutions to protect and grow their assets. With a focus on building long-term relationships and providing exceptional customer service, clients can rely on Eric Lowman for all their financial and insurance needs.
James M Jones: Primerica - Financial Services
James M Jones: Primerica - Financial Services is a reputable finance and insurance agency located at 7606 Tylers Place Boulevard in Ohio, United States. With a focus on providing top-notch financial services to individuals and families, James M Jones: Primerica is dedicated to helping clients achieve their financial goals and secure their futures. Whether you're in need of investment advice, retirement planning, or insurance coverage, the knowledgeable team at James M Jones: Primerica is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
Lifetime Financial Growth
Lifetime Financial Growth is a leading finance and insurance agency located at 419 Plum Street in Cincinnati, Ohio, United States. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals and secure their future. From retirement planning to investment strategies, we offer a wide range of services to support your financial growth. Contact us today to learn more about how we can help you build a secure and prosperous future.
Wright Financial Group, LLC
Wright Financial Group, LLC is a finance and insurance agency located at 5911 Renaissance Place in Toledo, Ohio, United States. Our specialty is generating income from investments to help you achieve the retirement you deserve. We offer tailor-made personalized financial portfolios and custom retirement planning services to individuals and families in the Toledo area. Our team of experienced financial advisors and planners will work with you to understand your unique situation and develop a custom plan that meets your specific goals. We will help you identify your financial needs and select the appropriate investment options to achieve your retirement goals. Our goal is to help you grow your wealth and achieve financial security.
Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™
Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™ is a reputable finance institution located at 7010 Spring Meadows Drive West in Holland, Ohio, United States. Laura Emerson Slusher, a certified AAMS™ financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Laura Emerson Slusher and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
Golden Reserve
Golden Reserve is a reputable finance institution located at 139 South Opera Street in Bellefontaine, Ohio, United States. With a strong commitment to providing excellent financial services, Golden Reserve offers a wide range of investment opportunities and financial products to help clients secure their financial future. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and build a solid financial foundation. Visit Golden Reserve today and let us help you create a secure and prosperous financial future.
Covenant Planning
Covenant Planning is a finance institution located at 1800 Lyons Road in Dayton, Ohio, United States. We specialize in helping individuals and businesses plan for their financial future by offering a range of services including retirement planning, investment management, and estate planning. Our team of experienced financial advisors work closely with clients to develop personalized strategies that align with their goals and values. At Covenant Planning, we are committed to providing expert guidance and support to help our clients achieve financial security and peace of mind.
Private Investment Group Inc
Private Investment Group Inc is a finance institution located at 800 East Franklin Street in Dayton, Ohio, United States. As independent investment advisors, our goal is to assist our clients in realizing their financial dreams. We provide personalized service and strive to create strategies tailored to your individual needs and goals. Trust, honesty, and integrity are at the core of our values, and we are dedicated to helping you achieve financial stability and security for a more independent future. Our experienced team can help you navigate today's economic challenges and identify long-term trends for potential rewards. Whether you are investing to build wealth, protect your family, or preserve your assets, we are here to address your most pressing financial questions. Contact us at 937-434-0500 to start planning for a secure financial future with Private Investment Group Inc.
Everhart Advisors
Everhart Advisors is a nationally recognized finance institution located at 535 Metro Place South in Dublin, Ohio. As a CEFEX-certified and independently owned firm, we offer personalized advice from experienced fiduciaries to help you reach your financial goals. Whether you are looking to prepare for retirement, build wealth, or maximize your after-tax income, our team of experts can provide support and guidance every step of the way. Our services include fiduciary protection, investment selection and monitoring, fee benchmarking, retirement planning, college planning, wealth building, exit planning, wealth transfer, tax compliance, tax planning, tax return preparation, multi-state consulting, and transaction/M&A consulting. We specialize in corporate retirement plan consulting and wealth management for individuals, with offices in Columbus and Dayton, Ohio, as well as Fort Myers, Florida.
Nearby cities:
- Akron
- Amherst
- Archbold
- Ashtabula
- Avon
- Beachwood
- Beavercreek
- Beckett Ridge
- Bellefontaine
- Blue Ash
- Boardman
- Bowling Green
- Brecksville
- Brookville
- Brunswick
- Bryan
- Canal Fulton
- Canfield
- Canton
- Centerville
- Chagrin Falls
- Chardon
- Cincinnati
- Cleveland
- Cleveland Heights
- Coldwater
- Columbus
- Cortland
- Cuyahoga Falls
- Dayton
- Defiance
- Delphos
- Dublin
- Eaton
- Elyria
- Englewood
- Fairfield
- Fairlawn
- Findlay
- Franklin
- Fremont
- Gallipolis
- Geneva
- Greenville
- Grove City
- Hamilton
- Hicksville
- Hilliard
- Hillsboro
- Holland
- Hubbard
- Hudson
- Independence
- Jackson
- Kenton
- Kettering
- Lakewood
- Lebanon
- Lima
- London
- Loveland
- Marietta
- Marion
- Marysville
- Mason
- Maumee
- Mayfield Heights
- Medina
- Mentor
- Miamisburg
- Middletown
- Milford
- Minster
- Montgomery
- Mount Orab
- Napoleon
- North Canton
- North Olmsted
- Norwalk
- Ottawa
- Oxford
- Painesville
- Parma
- Paulding
- Perrysburg
- Piqua
- Plain City
- Portsmouth
- Powell
- Ravenna
- Rocky River
- Saint Clairsville
- Salem
- Sandusky
- Sharonville
- Sidney
- Springboro
- Springfield
- Steubenville
- Stow
- Swanton
- Sylvania
- Tallmadge
- Tiffin
- Tipp City
- Toledo
- Trenton
- Troy
- Twinsburg
- Uniontown
- Urbana
- Van Wert
- Vandalia
- Vermilion
- Wadsworth
- Warren
- Washington Court House
- Wauseon
- Waverly
- Westlake
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