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TOP 30 Client focused financial services in Mentor, OH
40 results found
Search for local businesses, places and services near you
Family Life Financial Planning
Family Life Financial Planning, located at 8350 Tyler Boulevard in Mentor, Ohio, is a finance institution dedicated to helping individuals and families remove financial obstacles and stress in order to live Christ-centered lives. Specializing in Christian financial planning, the institution helps clients determine their values, set life goals, and create a personalized plan to align their finances with their beliefs. As fiduciaries, the team at Family Life Financial Planning is committed to always providing advice that is in the best interest of their clients. Unlike other advisors, they are always fiduciary and do not receive commissions for selling financial products. Instead, they work with clients to create and manage a comprehensive financial plan to help them reach their goals.
Zappitelli Financial Services: Zapitelli Robert A CPA
Zappitelli Financial Services, led by Robert A. Zappitelli, CPA, is a reputable accounting and finance firm located at 1896 Mentor Avenue in Painesville, Ohio. With a focus on providing top-notch financial services, Zappitelli Financial Services offers expert guidance and support to individuals and businesses in the United States. From tax preparation to financial planning, their team of professionals is dedicated to helping clients achieve their financial goals with precision and integrity.
Zappitelli Financial Services - Tax Preparer - Accounting Firm - Financial Planner
Zappitelli Financial Services is a reputable institution located at 1896 Mentor Avenue in Painesville, Ohio, United States. Specializing in tax preparation, accounting services, and financial planning, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and personalized attention, we strive to help our clients navigate the complexities of their financial obligations and goals. Trust Zappitelli Financial Services for all your accounting and finance needs.
Merrill Lynch Financial Advisor Evan Joel Clinkenbeard
Merrill Lynch Financial Advisor Evan Joel Clinkenbeard is a reputable finance institution located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. As a Wealth Management Advisor, Evan Clinkenbeard, CFP®, has been providing financial strategies to successful individuals and families since 2009. He is a CERTIFIED FINANCIAL PLANNER™ professional, recognized for his expertise in financial planning. Evan's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With access to resources from Bank of America Private Bank and Merrill, Evan assists clients in every financial aspect of their lives. He focuses on providing the highest level of personal service tailored to each relationship, ensuring that clients receive the guidance they need to achieve their financial goals. Additionally, Evan is actively involved in his community, serving on various boards and volunteering his time to mentor underserved youth. With a strong focus on understanding your goals and priorities, Evan aims to create a comprehensive wealth management plan that aligns with your individual needs. Whether you are planning for retirement, saving for a home, or funding a child's education, Evan is dedicated to helping you pursue what matters most to you. Let Merrill Lynch Financial Advisor Evan Joel Clinkenbeard guide you towards financial success and help you achieve your goals.
Edward Jones - Financial Advisor: Matt Greenway
Edward Jones - Financial Advisor: Matt Greenway is a reputable finance institution located at 2153 Mentor Avenue in Painesville, Ohio, United States. As a trusted financial advisor, Matt Greenway 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 - Financial Advisor: Matt Greenway offers a wide range of investment options and strategies to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Matt Greenway is dedicated to helping you make informed financial decisions and secure your financial future.
Edward Jones - Financial Advisor: Stacey A Smaretsky, AAMS™
Edward Jones - Financial Advisor: Stacey A Smaretsky, AAMS™ is a leading financial institution located at 7330 Little Mountain Road in Mentor, Ohio, United States. As an Accredited Asset Management Specialist (AAMS™), Stacey A Smaretsky provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial planning services.
Edward Jones - Financial Advisor: Scott A Nickel
Edward Jones - Financial Advisor: Scott A Nickel is a trusted financial institution located at 8224 Mentor Avenue, Mentor, Ohio, United States. As a reputable finance firm, they specialize in providing personalized financial planning and investment services to help individuals achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Scott A Nickel and his team are dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Scott A Nickel is committed to providing expert guidance and tailored solutions to meet your unique needs.
Family Life Tax Services
Family Life Tax Services, located at 8350 Tyler Boulevard in Mentor, Ohio, is a finance institution dedicated to helping individuals and families remove financial obstacles and stress in order to live Christ-centered lives. Their Christian financial planning services help clients determine their values, set life goals, and create a practical plan to live out those values. As fiduciaries, they always prioritize the best interests of their clients, offering fee-only financial planning services without selling products or receiving commissions. Their services include creating personalized financial plans, managing cash flow, retirement planning, college education funding, tax preparation and planning, investment management, budgeting assistance, and guidance on stewardship and generosity based on Biblical principles. They also offer one-time services and standalone investment management options.
Lake Shore Insurance Agency
Lake Shore Insurance Agency, located at 9167 Mentor Avenue in Mentor, Ohio, is a trusted health and insurance agency serving clients in Northeast Ohio. With a focus on counties such as Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage, Lake Shore Insurance Agency offers innovative solutions to even the toughest risk management challenges. Our team of experts believes in providing personalized attention and expert advice to ensure our clients' financial security and quality of life are protected. As an independent insurance agency, we offer a comprehensive suite of insurance solutions for individuals and businesses of all sizes.
Brian Davis - State Farm Insurance Agent
Brian Davis - State Farm Insurance Agent is a reputable insurance agency located at 3165 Navarre Avenue in Oregon, Ohio. In addition to providing insurance services, the institution is conveniently located in a shopping center with AT&T, SuperCuts, and Pizza Hut. Brian Davis, the experienced insurance agent, has been in the industry for over 15 years and is dedicated to helping clients protect their assets and plan for the future. As a State Farm agent, Brian shares the company's mission of helping people manage risks, recover from the unexpected, and realize their dreams. Brian is committed to providing quality service, building relationships, upholding integrity, and ensuring financial strength for his clients. He is passionate about creating possibilities for customers and helping them achieve their goals. With a focus on financial well-being, Brian and his team are dedicated to making a positive impact on the lives of others and the community. They work hard as a team to reach their goals and mentor individual team members for successful careers.
John Bollman - State Farm Insurance Agent
John Bollman - State Farm Insurance Agent is a reputable insurance agency located at 8816 Tyler Boulevard in Mentor, Ohio, United States. With a focus on providing top-notch insurance products and exceptional customer service, John Bollman and his team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can trust John Bollman - State Farm Insurance Agent to provide you with the coverage you need at competitive rates. Contact them today for a personalized insurance plan tailored to your specific needs.
Peter Svigel: Allstate Insurance
Peter Svigel: Allstate Insurance is a reputable insurance agency located at 5979 Andrews Road in Mentor-on-the-Lake, Ohio, United States. With a focus on providing comprehensive insurance coverage and personalized service, Peter Svigel and his team strive to help clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can trust Peter Svigel: Allstate Insurance to provide you with the coverage you need at competitive rates. Contact them today to discuss your insurance needs and receive a personalized quote.
Burdette Direct
Burdette Direct is a reputable insurance agency located at 8964 Little Mountain Road in Mentor, Ohio. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and attention to detail, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the insurance industry. Contact us today to learn more about how we can help protect what matters most to you.
Cody Strange - State Farm Insurance Agent
Cody Strange - State Farm Insurance Agent is a reputable insurance agency located at 1180 Nilles Road in Fairfield, Ohio, United States. Situated across from Duke Energy at the corner of Winton Rd and Nilles Rd, Cody Strange is a second-generation insurance agent with a wealth of knowledge and experience in the insurance industry. Specializing in life insurance, auto insurance, and home insurance, Cody is dedicated to helping individuals and families find valuable insurance coverage to protect what matters most to them. With a focus on exceptional customer service, Cody strives to provide personalized support to all clients, whether it's helping them find the right policy, understanding coverage options, or assisting with claims. Aside from his professional endeavors, Cody is a proud father of two children and enjoys spending quality time with his family. He is also a passionate college sports fan who loves supporting his favorite teams. Cody and his team at Cody Strange - State Farm Agent work together in a fun and energetic environment, aiming to reach their goals while enjoying the journey. They take pride in using their years of valuable experience to mentor team members and prepare them for successful careers. If you are looking for a challenging and rewarding work environment, Cody Strange - State Farm Agent may be the perfect fit for you.
Scott Tinter - Primerica Regional Vice President
Scott Tinter - Primerica Regional Vice President is an insurance agency located at 17200 Pearl Road in Strongsville, Ohio, United States. As a regional vice president, Scott Tinter and his team provide personalized insurance solutions to individuals and families in the area. With a focus on financial education and empowerment, they help clients make informed decisions about their insurance needs. Whether you are looking for life, health, or property insurance, Scott Tinter - Primerica Regional Vice President is committed to providing exceptional service and support to protect what matters most to you.
Allstate: Sally Wilson
Allstate: Sally Wilson is a finance and insurance agency located at 29944 Euclid Avenue in Wickliffe, Ohio, United States. The institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses. With a focus on customer service and personalized solutions, Allstate: Sally Wilson is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, the experienced team at Allstate: Sally Wilson is ready to assist you with expert advice and tailored coverage options.
Michael Mahan
Michael Mahan is a leading physiotherapy institution located at 830 Falls Creek Drive in Vandalia, Ohio, United States. Specializing in health and rehabilitation services, our team of experienced physiotherapists is dedicated to helping patients achieve optimal physical wellness and recovery. With a focus on personalized care and evidence-based treatments, Michael Mahan is committed to providing the highest quality of care to individuals of all ages and backgrounds. Whether you are recovering from an injury, managing a chronic condition, or looking to improve your overall health and well-being, our institution is here to support you on your journey to better health. Visit us today to experience the difference that Michael Mahan can make in your life.
Steve Howard
Steve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.
Marcum Wealth
Marcum Wealth is a leading finance institution located at 9930 Johnnycake Ridge Road in Mentor, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients 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, Marcum Wealth is committed to providing top-notch financial guidance to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.
Randy Carver - Raymond James
Randy Carver - Raymond James is a finance institution located at 7473 Center Street in Mentor, Ohio, United States. We specialize in helping smart investors with $500,000 or more in assets achieve their personal vision based on their individual needs, goals, and risk tolerance. Our wealth management team prioritizes you and your goals, providing comprehensive financial advice through our proprietary Personal Vision Planning® process. With a focus on simplicity and transparency, we work to grow, protect, and manage your wealth effectively. Our experienced team of advisors and associates, with over 250 years of collective experience, create customized strategies to guide you towards your financial future. President Randy Carver shares market insights and news on our blog, while our institution is consistently honored with awards throughout the year. We are available for in-person meetings, phone calls, or emails to address your financial needs and concerns.
Lighthouse Advisers
Lighthouse Advisers, located in Mentor, Ohio, United States, is dedicated to providing an exceptional client experience that goes above and beyond expectations. Our experienced advisers are committed to empowering you with the knowledge and tools necessary to secure your financial future and achieve your life goals. We take the time to thoroughly understand your financial situation in order to tailor our services to meet your individual needs. As a client of Lighthouse Advisers, you can expect more than just asset management and wealth protection. We advocate for your financial future and partner with you to make your dreams a reality. Our partnership with LPL Financial allows us to deliver high-quality, personalized service with your best interests at heart. With access to cutting-edge technology and independent research, we are able to focus on your needs and objectives.
Thomas Austin
Thomas Austin is a reputable finance institution located at 5963 Andrews Road in Mentor-on-the-Lake, Ohio, United States. With a focus on providing top-notch financial services to individuals and businesses, Thomas Austin is dedicated to helping clients achieve their financial goals. From investment planning to retirement savings, our team of experienced professionals is committed to delivering personalized solutions to meet the unique needs of each client. Visit us today to learn more about how Thomas Austin can help you secure your financial future.
Benjamin F. Edwards
Benjamin F. Edwards is a finance institution located at 7322 Center Street in Mentor, Ohio, United States. The institution is led by a team of experienced professionals including Peter Ferrante, CFP® - Branch Manager, Managing Director – Investments, and Tanner Smith, who delivers customized financial advice to clients striving to reach their goals. The institution is affiliated with Benjamin F. Edwards® & Co. and Benjamin F. Edwards Wealth ManagementSM LLC, offering a range of financial services including investment advice, financial planning, and asset allocation guidance. The team at Benjamin F. Edwards is dedicated to providing personalized, client-centered service with a focus on trust, integrity, and mutual respect. Whether you are planning for retirement, managing your finances, or looking to invest, Benjamin F. Edwards is committed to helping you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 9825 Sawmill Parkway, Powell, Ohio, is a leading finance institution offering comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique goals and needs, collaborating with them to create personalized financial strategies. The branch is actively involved in charitable outreach and volunteerism to support the communities in which they operate.
Ondra Michelle Consulting, LLC
Ondra Michelle Consulting, LLC is a premier accounting and finance institution located at 815 Superior Avenue in Cleveland, Ohio, United States. Our team of expert consultants offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized attention and tailored solutions, we strive to provide our clients with the highest level of expertise and professionalism. Whether you need assistance with tax preparation, financial planning, or investment management, Ondra Michelle Consulting, LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4000 Embassy Parkway in Akron, Ohio, is a renowned finance institution dedicated to providing personalized wealth management strategies tailored to each client's unique objectives. The Bath branch's financial advisors offer expertise in retirement planning, investment strategies, estate planning, and more, utilizing Merrill's resources to help clients achieve their long-term financial goals. Committed to community involvement, the branch supports local charities and organizations to contribute to the well-being of the neighborhoods they serve. With a focus on client satisfaction and professional growth, Merrill offers training, mentoring, and technology to help advisors provide top-notch service to clients. Whether you're a seasoned investor or just starting out, Merrill Lynch Wealth Management offers a wide range of services to assist you in pursuing your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4300 Munson Street Northwest in Canton, Ohio, is a leading finance institution that offers personalized wealth planning services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides financial strategies tailored to each client's unique goals and needs, including retirement income planning, investment guidance, and estate planning services. The branch is dedicated to client service and satisfaction, taking the time to understand each client's financial situation and long-term objectives. Through volunteerism and charitable outreach, the branch also supports the communities in which it operates, contributing to local economic, social, and cultural initiatives.
Burdette Asset Management
Burdette Asset Management is a finance institution located at 8964 Little Mountain Road in Mentor, Ohio, United States. With a focus on providing personalized investment strategies and financial planning services, Burdette Asset Management helps clients achieve their financial goals and secure their futures. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial market and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Burdette Asset Management is dedicated to helping you achieve financial success.
Mary Jo Boswell - Thrivent
Mary Jo Boswell - Thrivent is a finance institution located at 7351 Center Street in Mentor, Ohio, United States. They are licensed in multiple states including AK, AR, AZ, CO, CT, FL, GA, KY, MN, OH, PA, SC, VA, WI, and WV. At Mary Jo Boswell - Thrivent, they take a holistic approach to financial security, creating personalized roadmaps to help clients achieve their goals. They believe that everyone deserves a sound financial plan for the future, allowing them to focus on what matters most in life.
Fifth Third Securities - Ayman Ghousheh
Fifth Third Securities - Ayman Ghousheh is a reputable finance institution located at 6675 Center Street in Mentor, Ohio, United States. With a strong focus on providing top-notch financial services, this institution offers a wide range of investment options and financial solutions to help clients achieve their financial goals. Led by experienced professionals like Ayman Ghousheh, Fifth Third Securities is dedicated to providing personalized advice and guidance to help clients make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fifth Third Securities - Ayman Ghousheh is here to help.
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