Business financial advisor in Plain City, OH
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Plain City CPA
● OpenPlain City CPA is a reputable accounting and finance institution located at 8850 Surrey Lane in Plain City, Ohio, United States. Our team of experienced Certified Public Accountants (CPAs) offers a wide range of financial services, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how Plain City CPA can help you navigate the complexities of the financial world.
8850 Surrey Ln, Plain City, OH 43064, United States -
JR Hassen Wealth Management
● ClosedJR Hassen Wealth Management, located at 1353 Market Avenue North in Canton, Ohio, has been assisting businesses, families, and individuals with their growth and retirement income plans since 2012. Joe Hassen, a United States Marine Corps Veteran and graduate of the University of Nevada Las Vegas, takes a personalized approach to financial planning, getting to know each client and their family to create a tailored retirement accumulation or distribution plan. In addition to managing investments such as 401k/IRA assets, the institution also provides advice on Social Security filing strategies, pension filing strategies, and protection strategies. Joe is actively involved in the community, serving on boards for North Canton Little League and North Canton Youth Football, as well as being a member of the Rotary Club of Plain Township.
1353 Market Ave N, Canton, OH 44714, United States -
New York Life
● ClosedNew York Life in Boardman, OH, is dedicated to providing comprehensive financial and insurance solutions tailored to meet your unique needs. With a strong commitment to customer service and community engagement, we offer a range of products and services designed to help you secure your financial future.Our Offerings:1. Permanent Policies: - Guaranteed death benefit and cash value growth over time. - Customizable long-term coverage to fit your needs and budget.
965 Windham Ct #3, Boardman, OH 44512, United States -
Susan Ogle
● OpenWelcome to Susan Ogle Insurance Agency, your trusted partner in securing your financial future. Located at 3914 Miami Road, Cincinnati, Ohio, we specialize in crafting personalized insurance solutions that cater to your unique needs and budget. Our offerings include permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment opportunities to enhance your policy’s value. We are dedicated to providing comprehensive support, from helping you manage everyday tasks if needed, to replacing lost income due to illness or injury. Our professionally managed investments offer potential market gains, while our bundled investment options come with low fees and flexibility to buy or sell quickly. Additionally, we offer investment strategies to help fund education expenses and provide income solutions tailored to your requirements.
3914 Miami Road, Cincinnati, Ohio 45227, United States
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- business financial advisor in Boardman
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