Capital management services in Ohio
172 results found
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The Seven Hills Group - Morgan Stanley
● OpenThe Seven Hills Group - Morgan Stanley is a finance institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. As a part of the prestigious Morgan Stanley brand, they offer a wide range of financial services to individuals and businesses. With a focus on investment management, wealth management, and financial planning, their team of experts are dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to providing personalized service, The Seven Hills Group - Morgan Stanley is a trusted partner in navigating the complexities of the financial world.
7755 Montgomery Rd 2nd Floor, Cincinnati, OH 45236, United States -
Stifel
● ClosedStifel is a leading finance institution located at 9999 Carver Road in Cincinnati, Ohio, United States. With a strong reputation for excellence in financial services, Stifel offers a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking for wealth management, investment banking, or advisory services, the experienced professionals at Stifel are dedicated to providing personalized solutions to meet your needs. Trust Stifel to help you navigate the complexities of the financial world and secure your financial future.
9999 Carver Rd #350, Cincinnati, OH 45242, United States -
Fidato Wealth
● ClosedFidato Wealth, located at 7530 Lucerne Drive in Middleburg Heights, Ohio, is a finance institution that specializes in providing comprehensive wealth planning services. Whether you are preparing for retirement, managing investments, or looking to optimize your financial future, Fidato Wealth is dedicated to empowering you to make smart money decisions. Our client-centered approach focuses on helping families experience their best and most meaningful life, by offering multi-disciplinary wealth management services that go beyond just managing assets. For executives with significant investable assets, we provide comprehensive financial planning that covers key areas such as tax planning and executive benefits packages.
7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130, United States -
Carlson Financial Group
● ClosedCarlson Financial Group is a finance and insurance agency located at 13374 Ridge Road in North Royalton, Ohio, United States. Our team of experienced financial professionals is dedicated to providing independent full-service wealth and investment management planning. We believe in turning wealth into meaningful memories and legacies, focusing on the relationship between money, time, and happiness. Our leadership team includes James Gaydosh, a CERTIFIED FINANCIAL PLANNER™, and Ryan Carlson, an Accredited Wealth Management Advisor. We offer specialized portfolio options for investments and strive to match your goals and needs intelligently and flexibly with partners and technology. Our office hours are 8:30 am - 5:00 pm on weekdays, with evening hours available by appointment. We are committed to helping you plan for the future and achieve the life you have always wanted. Please note that our services are intended for residents of the United States only. Securities are offered through Lincoln Investment, Member FINRA/SIPC, and advisory services are offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. We are independent and non-affiliated with any other companies. Contact us today to schedule an appointment and start planning for your financial future.
13374 Ridge Rd, North Royalton, OH 44133, United States -
Century Wealth Partners
● ClosedCentury Wealth Partners is a leading finance institution located at 27865 Clemens Road in Westlake, Ohio, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. With a focus on long-term growth and preservation of capital, we strive to provide our clients with the highest level of financial expertise and customer service. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Century Wealth Partners is here to help you navigate the complexities of the financial world and secure your financial future.
27865 Clemens Rd Suite 4, Westlake, OH 44145, United States -
Global Business Consultants
● ClosedGlobal Business Consultants is a financial institution located at 3401 Enterprise Parkway in Beachwood, Ohio, United States. Specializing in accounting and finance, we are dedicated to helping business owners take their companies to the next level. From startup to exit strategy, we assist in implementing data-driven operational and financial management strategies. Our comprehensive support includes access to capital, bookkeeping, payroll, and professional business consulting services. With our knowledge, resources, and technology, we aim to streamline operations, reduce expenses, and increase revenue for our clients.
3401 Enterprise Parkwy Suite 340-209, Beachwood, OH 44122, United States -
REAG - River's Edge Alliance Group, LLC
● ClosedREAG - River's Edge Alliance Group, LLC is a finance institution located at 25935 Detroit Road, Westlake, Ohio, United States. Specializing in Mergers and Acquisitions Private Capital Market Advisory, REAG is a results-driven firm that partners with business owners and executive management teams to achieve their strategic and financial objectives through M&A. They offer services such as sell-side & buy-side representation, strategic planning, turnarounds, and restructurings to guide mature companies through transitions for sustained success in the ever-evolving business landscape. Client testimonials praise REAG for their expertise, proactive approach, and ability to successfully navigate complex transactions. Schedule a discovery call with their senior advisory team to see how they can help you achieve your business goals.
25935 Detroit Rd, Westlake, OH 44145, United States -
Retirement Guys
● ClosedRetirement Guys is a trusted investment firm located at 1700 Woodlands Drive, Maumee, Ohio, United States. Our mission is to help you manage your assets and provide financial planning services so you can enjoy your retirement with peace of mind. With over 25 years of experience, we offer a simple and transparent asset management fee structure. Our fiduciary approach to money management ensures that your assets are protected against risk. At Retirement Guys, we can assist you with distributing and reallocating your retirement savings in a tax-efficient manner, while reducing unnecessary fees. We offer a range of investment options, including Taxable, Tax-Deferred, and Tax-Free accounts, to help you build a personalized strategy for your financial goals.
1700 Woodlands Dr, Maumee, OH 43537, 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 -
Lincoln Investment
● ClosedLincoln Investment, located at 120 North High Street in Hillsboro, Ohio, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a new clearing arrangement with BNY Mellon's Pershing and access to Pershing X's Wove wealth management platform, our financial professionals have the technology solutions they need to succeed in the industry. For educators and non-profit employees, we offer the opportunity to add a 403(b) tax-sheltered account to their retirement savings strategy, with 55 years of experience in managing these plans. Our advisors create tailored strategies based on individual needs and goals, providing the flexibility and freedom of choice to conduct business their way.
120 N High St, Hillsboro, OH 45133, United States -
Robert W Baird & Co
● OpenRobert W Baird & Co is a finance institution located at 8548 Lakota Drive West, Ohio, United States. Our fixed income and equity funds are managed using time-tested processes focused on controlling risk and delivering performance. Our venture capital and private equity teams invest in B2B technology and services companies, leveraging our extensive experience and expertise. Consistent recognition as a best workplace helps attract and retain talented, caring people who ensure the quality and continuity of our advice and services. Baird offers financial advice and services including Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets, and Private Equity. Our internationally recognized equity research, investor conferences, corporate access, and institutional sales and trading teams provide timely insights, effective execution, and unparalleled service. With a commitment to your best interests, our experienced teams provide high-quality investment products and exemplary client service. We have helped schools, municipalities, and other public organizations plan for and secure their financial futures for over 100 years. Baird is a Fortune 100 Best Company to Work For® since 2004. Check the background of this firm on FINRA's BrokerCheck.
8548 Lakota Dr W, West Chester Township, OH 45069, United States -
One Financial Corporation
● OpenOne Financial Corporation (OFC) is a finance institution located at 10123 Alliance Road in Cincinnati, Ohio, United States. Committed to providing efficient financing solutions, OFC is a diversified financial advisory and mortgage banking firm that specializes in providing capital solutions to operating companies and commercial real estate owners and developers. With over 40 active lending relationships, OFC focuses on financing solid, income-producing real estate in select vertical markets such as Hospitality, Senior Living, Multi-family, Retail, Industrial, and Office/Multi-tenant properties. OFC offers a variety of financing options including fixed and variable rate financings, construction loans, bridge and interim debt, mezzanine financing, and hedging strategies on both recourse and non-recourse bases. Additionally, OFC has access to equity investor sources to address the increased equity requirements in today's lending environment. The institution's dedicated group of professionals, with over 25 years of experience, deliver these services to developers, investors, real estate professionals, and business owners.
10123 Alliance Rd #110, Cincinnati, OH 45242, United States -
Pathways Financial Credit Union
● ClosedPathways Financial Credit Union, located at 1100 U.S. 52 in Aberdeen, Ohio, is your one-stop shop for all your financial needs. Whether you're looking for a mortgage, a credit card, or any other type of loan, applying with Pathways is quick and easy. As a member, you'll have access to a variety of convenient payment options for your loans. Pathways also offers benefits for businesses, with Cooperative Business Services (CBS) providing solutions to meet working capital needs. Employees can enjoy the advantages of credit union membership through Pathways, while businesses can benefit from partnership opportunities.
1100 US-52, Aberdeen, OH 45101, United States -
Stifel
● ClosedStifel is a leading finance institution located at 205 West Water Street in Sandusky, Ohio, United States. With a strong reputation for providing top-notch financial services, Stifel offers a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking for wealth management, investment banking, or other financial services, Stifel's team of experienced professionals are dedicated to providing personalized advice and support. Visit Stifel today to discover how they can help you secure your financial future.
205 W Water St, Sandusky, OH 44870, United States -
Bank of America Private Client Advisor Jason Seifert
● OpenBank of America Private Client Advisor Jason Seifert, located at 1375 East 9th Street in Cleveland, Ohio, is a finance institution offering personalized wealth management services. Jason Seifert, a Senior Vice President and Private Client Advisor, specializes in providing strategic advice to clients with complex financial needs. With a focus on wealth creators and their families, Jason and his team of specialists offer a range of services including investment management, trust and estate planning, banking and lending, and philanthropy. With over two decades of experience, Jason is dedicated to helping clients navigate financial challenges and capitalize on opportunities. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personalized experience. Whether you are looking to preserve wealth, plan for the future, or build philanthropic legacies, Bank of America Private Bank is dedicated to making your financial goals a priority. Please note that Jason Seifert does not provide tax or legal advice, and investing involves risk. For more information about the services offered by Bank of America Private Bank, visit their website or contact their team directly.
1375 E 9th St, Cleveland, OH 44114, United States -
Stifel
● OpenStifel is a reputable finance institution located at 121 North Market Street in Wooster, Ohio, United States. Known for their expertise in financial services, Stifel offers a wide range of investment solutions and wealth management services to help clients achieve their financial goals. With a strong commitment to customer satisfaction and a team of experienced professionals, Stifel is a trusted partner for individuals and businesses looking to grow and protect their assets.
121 N Market St Suite 500, Wooster, OH 44691, United States -
Ernst & Young
● ClosedErnst & Young (EY) is a global institution located at 1 Seagate, Toledo, Ohio, United States, specializing in accounting and finance services. They offer insights and quality services to build trust and confidence in the capital markets and economies worldwide. EY is a leader in assurance, consulting, strategy and transactions, and tax services. The institution focuses on developing outstanding leaders who work together to deliver promises to stakeholders, playing a critical role in building a better working world for people, clients, and communities. EY provides a range of services such as assurance, consulting, strategy and transactions, and tax services. They also offer information on how companies can ensure privacy, transparency, and accountability when implementing AI. Additionally, EY conducts surveys and reports on various topics such as health equity, LGBTQ workplace inclusion, and government modernization. The institution aims to provide valuable insights and services to help businesses thrive in today's dynamic environment.
1 Seagate #1200, Toledo, OH 43604, United States -
Nutrien Ag Solutions
● ClosedLocated at 161 Railroad Road in Midland, Ohio, Nutrien Ag Solutions is a store that is committed to championing the success of farmers. They provide a wide range of services, including connecting farmers with knowledge and solutions to help them achieve their full potential. With custom seed solutions, performance-driven inputs for plant and soil health, and customized crop protection plans, Nutrien Ag Solutions aims to help farmers mitigate risks and protect their yields. In addition to providing capital management strategies tailored to crop plans and budget objectives, Nutrien Ag Solutions also focuses on establishing sustainable practices to maintain the farm's economics. They are dedicated to tackling the unique challenges that farmers face at every stage of the season.
161 Railroad Rd, Midland, OH 45148, United States -
South Terrace Apartments
● ClosedSouth Terrace Apartments is a premier residential community situated at 40 South Terrace Drive in Cincinnati, Ohio. This prime location in Reading, OH offers residents easy access to a variety of conveniences including the popular Kenwood Towne Center, local parks, restaurants, medical centers, and pharmacies. The apartments are managed by Birgo Capital, a trusted real estate investment firm, and offer top-notch amenities and services. Whether you are looking for a cozy one-bedroom or a spacious two-bedroom apartment, South Terrace Apartments has a variety of floor plans to suit your needs. Experience comfortable living in a convenient location at South Terrace Apartments.
40 S Terrace Dr, Cincinnati, OH 45215, United States -
Rosewood Investments
● ClosedRosewood Investments is a reputable finance and real estate agency located at 217 East Main Street in the charming town of Kent, Ohio, United States. With a focus on providing top-notch financial services and real estate solutions, Rosewood Investments is dedicated to helping clients achieve their investment goals and secure their financial future. Whether you are looking to buy or sell a property, invest in real estate, or seek expert financial advice, Rosewood Investments is the go-to institution for all your financial and real estate needs. Trustworthy, reliable, and committed to excellence, Rosewood Investments is your partner in financial success.
217 E Main St #3647, Kent, OH 44240, United States -
Yana Solomonik | Reliance First Captial
● ClosedYana Solomonik | Reliance First Capital is a finance institution located at 6155 Rockside Road in Independence, Ohio, United States. Specializing in a wide range of financial services, including mortgage lending, investment advising, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong emphasis on personalized service and innovative solutions, Yana Solomonik | Reliance First Capital is committed to providing top-notch financial guidance and support to individuals and businesses alike. Visit us today to learn more about how we can help you secure your financial future.
6155 Rockside Rd Suite 401, Independence, OH 44131, United States -
Holland
● ClosedHolland, located at 10720 Memphis Avenue, Brooklyn, Ohio, United States, is a moving company that has been in business for nearly 100 years. Unfortunately, the institution has ceased operations and filed voluntary Chapter 11 petitions on August 6th, 2023. Yellow Corporation and its affiliates, including YRC Inc., USF Holland, and USF Reddaway, are among the companies that have filed for relief under Chapter 11 of the U.S. Bankruptcy Code. Ritchie Bros. and Nations Capital, LLC are managing the sale of Yellow Corp.'s rolling stock assets, which include a variety of trucks, trailers, forklifts, and other equipment located across the United States and Canada. For the latest auction information, visit Ritchie Bros. Customers can access tracking, documents, invoices, claims, or reporting by clicking on the corresponding company logo.
10720 Memphis Ave, Brooklyn, OH 44144, United States -
Sleep Better Columbus
● ClosedSleep Better Columbus: Your Local Solution for Sleep Apnea and TMJ Relief Located at 1335 Dublin Rd, Suite 100B, Columbus, OH 43215, Sleep Better Columbus is your go-to clinic for comprehensive care in dental sleep medicine and TMJ disorders. Under the expert guidance of Dr. Mark Levy and Dr. Dawne Slabach, our clinic offers a compassionate, patient-centered approach to treating sleep-disordered breathing and related conditions.
1335 Dublin Rd #100-B, Columbus, OH 43215, United States -
Midas
● ClosedMidas in Niles, Ohio is your one-stop destination for comprehensive auto repair and maintenance services, conveniently located at 5999 Youngstown Warren Rd. Our family-owned and operated store is dedicated to providing high-quality services at fair prices, backed by our famous Midas Golden Guarantee™. Services Offered:
5999 Youngstown Warren Rd, Niles, OH 44446, United States -
Midas
● ClosedMidas Car Repair and Tire Store - Youngstown, OH Address: 4540 Mahoning Ave, Youngstown, OH 44515, United States
4540 Mahoning Ave, Youngstown, OH 44515, United States -
Ohio Small Business Development Center
● OpenThe Ohio Small Business Development Center (SBDC) located at 6000 Frank Ave NW, North Canton, OH 44720, is a dedicated resource for aspiring and established entrepreneurs in the region. This center provides a comprehensive range of services designed to support small business growth and development. From personalized one-on-one business advising to specialized workshops and training sessions, the Ohio SBDC offers expert guidance in areas such as business planning, financial management, marketing strategies, and access to capital. The center is committed to fostering economic development by empowering local businesses through education, resources, and strategic partnerships. Whether you're looking to start a new business or expand an existing one, the Ohio SBDC is your go-to destination for professional support and practical solutions to help you achieve your business goals.
6000 Frank Ave NW, North Canton, OH 44720, 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 -
Fund Small Business Loans Youngstown OH
● ClosedFund Small Business Loans Youngstown OH specializes in providing a wide array of financial solutions tailored to meet the unique needs of small businesses. Located at 366 East Florida Avenue, #F, in the heart of Youngstown, Ohio, we offer a welcoming and individualized approach to securing small business loans. Our streamlined application and approval process ensures a hassle-free experience, enabling businesses to obtain the necessary funds quickly and efficiently.Services Offered:- Business Term Loans: Long-term financing to meet your business's growth and operational needs. - Business Working Capital: Short-term funding to manage day-to-day operations. - Fast SBA Loans: Expedited Small Business Administration loans with favorable terms. - Small Business Equipment Loans: Financing for purchasing or leasing essential equipment.
366 East Florida Avenue, Youngstown, Ohio 44507, United States -
Nutrien Ag Solutions
● OpenWelcome to Nutrien Ag Solutions, your trusted partner in agricultural excellence located at 100 Vernier, Ansonia, Ohio. At Nutrien Ag Solutions, we are committed to championing your success by providing science-backed, data-driven solutions that help you reach your full potential. Our expert team connects you with the knowledge and tools necessary to optimize your yields and enhance your farm's productivity. We specialize in delivering custom seed solutions tailored to the unique needs of your local acre, ensuring you have access to the best varieties and traits for your environment. Our performance-driven inputs are designed to improve plant and soil health, maximizing your returns and ensuring sustainable growth.
100 Vernier, Ansonia, Ohio 45303, United States -
Avis Car Rental
● OpenWelcome to Avis Car Rental in Fairfield, Ohio! Conveniently located at 5140 Dixie Highway, we are your trusted partner for all your car rental needs. Whether you’re planning a road trip, need a vehicle for a business trip, or require a temporary ride, we offer a wide range of vehicles to suit your preferences. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. This offer is valid on a minimum three-day rental, with taxes, fees, and optional items as additional costs. Please note that this offer is not applicable for one-way rentals and cannot be combined with other promotions. Advanced reservations are required, and vehicle availability may vary.
5140 Dixie Highway, Fairfield, Ohio 45014, United States
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