Comprehensive financial consulting in Independence, OH
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Bradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a reputable finance institution offering a wide range of services to meet the financial needs of individuals. The institution boasts a team of highly qualified professionals with various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors at Bradley A Handel have the expertise and knowledge to provide top-notch financial advice and services to their clients. The institution specializes in asset management, estate planning, retirement planning, investment strategies, and more, catering to the needs of retirees, small business owners, high net worth clients, and individuals with special financial considerations. The advisors at Bradley A Handel are committed to upholding a code of ethics and providing personalized financial solutions to help clients achieve their financial goals.
8170 South Ave # 2, Youngstown, OH 44512, United States -
The Handel2 Group - Ameriprise Financial Services, LLC
● ClosedThe Handel2 Group - Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a finance institution that focuses on providing personalized investment and financial planning services. The Handel2 Group has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at The Handel2 Group is committed to helping clients navigate the complexities of financial planning and adjust their approach as life changes. To learn more about how The Handel2 Group can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and advisors are registered to do business in certain U.S. states.
8170 South Ave # 2, Youngstown, OH 44512, United States -
JanJanin Financial Group
● ClosedJanJanin Financial Group is a leading finance institution located at 1045 Tiffany South in Youngstown, Ohio, United States. With a strong reputation for providing expert financial services, JanJanin Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is dedicated to helping you achieve your financial goals. Trust JanJanin Financial Group to provide personalized, reliable, and innovative financial solutions to help you secure a brighter financial future.
1045 Tiffany S #1, Youngstown, OH 44514, United States -
Edward Jones - Financial Advisor: Mike Holdford, AAMS™
● OpenEdward 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.
154 Youngstown Hubbard Rd Suite F, Hubbard, OH 44425, United States -
Edward Jones - Financial Advisor: Jason Witkoski
● OpenEdward Jones - Financial Advisor: Jason Witkoski is a reputable finance institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. With a focus on providing personalized financial advice and guidance, Jason Witkoski helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Jason Witkoski is dedicated to helping clients achieve their financial goals and secure their financial future.
154 Youngstown Hubbard Rd Suite F, Hubbard, OH 44425, United States -
McNally Financial - Prudential
● ClosedMcNally Financial - Prudential is a trusted finance institution located at 211 South Main Street in Poland, Ohio, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, McNally Financial - Prudential provides expert advice and personalized strategies to help clients navigate the complexities of the financial world. Whether you're looking to invest, plan for retirement, or secure a loan, this institution is dedicated to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.
211 S Main St, Poland, OH 44514, United States -
Christina M Matthews - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristina M. Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. Christina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. Christina's specialized knowledge allows her to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Christina can help guide you through the complex world of finance with professionalism and expertise. Contact Christina M. Matthews today for personalized financial advice and wealth management services.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Tolmiros Financial Designs
● ClosedTolmiros Financial Designs is a premier finance institution located at 4308 Belmont Avenue in Youngstown, Ohio, United States. With a team of expert financial advisors, we provide customized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, our experienced professionals are here to assist you every step of the way. Trust Tolmiros Financial Designs to help you secure your financial future.
4308 Belmont Ave Suite 2, Youngstown, OH 44505, United States -
Edward Jones - Financial Advisor: Jay Bowler
● ClosedEdward Jones - Financial Advisor: Jay Bowler is a reputable financial institution located at 1040 Lake Avenue in Ashtabula, Ohio, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With Jay Bowler at the helm, clients can trust in his expertise and dedication to providing top-notch financial guidance. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones - Financial Advisor: Jay Bowler is committed to helping you navigate the complexities of the financial world with confidence.
1040 Lake Ave, Ashtabula, OH 44004, United States -
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
3378 State Rte 5, Cortland, OH 44410, United States -
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAustin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.
3378 State Rte 5, Cortland, OH 44410, United States -
Shively, Rider & Associates - Ameriprise Financial Services, LLC
● OpenShively, Rider & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3010 State Route 5 in Cortland, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device. The institution provides regular reviews and updates to help clients track their progress towards their financial goals. They offer complimentary initial consultations to discuss specific needs and objectives. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for privacy and security. The institution cannot guarantee future financial results but strives to help clients achieve their financial aspirations.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Hannon & Associates Financial
● OpenHannon & Associates Financial is a reputable finance institution located at 47 Westchester Drive in Youngstown, Ohio. Our team of experienced professionals is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or wealth management, we are here to help. Visit us today to learn more about how we can assist you in securing your financial future.
47 Westchester Dr, Youngstown, OH 44515, United States -
Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErnie Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice, Ernie offers expertise in various areas of finance to help clients achieve their financial goals. As an Ameriprise advisor, Ernie has a specific area of focus that aligns with your financial needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. If you are interested in working with Ernie, you can fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. During this meeting, Ernie will discuss your financial goals and create a customized plan to help you reach them.
3378 State Rte 5, Cortland, OH 44410, United States -
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.
3378 State Rte 5, Cortland, OH 44410, United States -
Tolmiros Financial Designs
● ClosedTolmiros Financial Designs is a leading finance institution located at 8700 East Market Street in Warren, Ohio, United States. With a team of experienced professionals, we offer a wide range of financial services tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or wealth management, our dedicated team is here to help you achieve your financial goals. Contact us today to learn more about how Tolmiros Financial Designs can help you secure your financial future.
8700 E Market St # 7A, Warren, OH 44484, United States -
Reeder Financial Services
● OpenReeder Financial Services is a leading finance institution located at 5371 Nashua Drive in Youngstown, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From investment management to retirement planning, we offer a wide range of services to help our clients achieve their financial goals. Visit us today and let us help you secure your financial future.
5371 Nashua Dr, Youngstown, OH 44515, United States -
A & M Financial Group Inc
● OpenA & M Financial Group Inc is a finance institution located at 924 Westpoint Parkway in Westlake, Ohio, United States. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced professionals, A & M Financial Group Inc is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to learn more about their services and how they can help you reach your financial objectives.
924 Westpoint Pkwy STE 150, Westlake, OH 44145, United States -
Faubel Financial Group
● ClosedFaubel Financial Group is a leading accounting and finance institution located at 1280 Boardman-Canfield Road in Boardman, Ohio, United States. With a team of experienced professionals, Faubel Financial Group offers a wide range of financial services including tax preparation, accounting, investment planning, and more. Whether you are an individual or a business looking for expert financial guidance, Faubel Financial Group is dedicated to helping you achieve your financial goals.
1280 Boardman-Canfield Rd, Boardman, OH 44512, United States -
Regency Financial Group
● OpenRegency Financial Group is a leading financial institution located at 4407 Belmont Avenue in Youngstown, Ohio, United States. With a strong reputation for providing expert financial advice and personalized services, Regency Financial Group is dedicated to helping clients achieve their financial goals. Whether you are looking for investment strategies, retirement planning, or wealth management services, our team of experienced professionals is here to help you navigate the complexities of the financial world. Visit us today to learn more about how Regency Financial Group can help you secure your financial future.
4407 Belmont Ave, Youngstown, OH 44505, United States -
Buckeye Dealership Consulting
● ClosedBuckeye Dealership Consulting, located at 1170 East Western Reserve Road in Poland, Ohio, United States, is a finance institution specializing in reinsurance products for auto dealers. Income from the sale of credit insurance and service contracts is crucial for a dealership's financial success, and Buckeye helps launch profitable programs that provide better risk management and capital growth. With a team of experienced professionals passionate about automotive and insurance, Buckeye customizes reinsurance products such as limited warranties, vehicle service contracts, guaranteed asset protection, collateral protection insurance, and more to suit the needs of dealerships and customers. The company has served numerous dealers and reinsurance companies in the automotive industry, including Buy Here, Pay Here (BHPH), retail, and independent finance companies nationwide. By working with Buckeye Dealership Consulting, dealers can control their risk, improve cash flow, and increase their bottom line through properly structured reinsurance programs. The company's expertise in the F&I reinsurance market for franchise dealers and independent dealers allows them to tailor programs to meet specific needs and goals.
Second Floor, 1170 E Western Reserve Rd Building 2, Poland, OH 44514, United States -
Earline Stiltner: Primerica - Financial Services
● OpenEarline Stiltner: Primerica - Financial Services is a reputable finance and insurance agency located at 2217 East 43rd Street in Ashtabula, Ohio. With a team of experienced professionals, they provide a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Earline Stiltner: Primerica is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to secure your financial future.
2217 E 43rd St, Ashtabula, OH 44004, United States -
Chris Minotti - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChris Minotti - Financial Advisor at Ameriprise Financial Services, LLC, located at 30100 Chagrin Boulevard in Pepper Pike, Ohio, offers comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized strategies tailored to each individual's needs, Chris Minotti provides expert guidance on retirement planning, wealth management, investment strategies, and more. With a commitment to building long-lasting relationships and providing top-notch customer service, clients can trust Chris Minotti to help them navigate the complexities of the financial world and secure their financial future.
30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a leading finance institution located in Pomeroy, Ohio, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for education, or grow your wealth, Raymond James Financial Services has the expertise and resources to assist you every step of the way. Trustworthy, reliable, and committed to client success, Raymond James Financial Services is a trusted partner in helping individuals and businesses secure their financial future.
E 2nd St & Court St, Pomeroy, OH 45769, United States -
Morris Financial Group Inc
● OpenMorris Financial Group Inc is a reputable insurance agency located at 272 Penn Avenue in Salem, Ohio, United States. With a team of experienced professionals, we offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to providing personalized solutions to protect what matters most to you. Contact us today to learn more about how we can help you secure your financial future.
272 Penn Ave, Salem, OH 44460, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 315 Washington Street in Oak Hill, Ohio, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our experienced financial advisors will work with you to create a personalized plan that addresses your current and future priorities, including insurance options for financial flexibility and income protection. As a Top 10 Independent Investment Broker-Dealer and ranked as the Best Life Insurance Company for Customer Experience by NerdWallet, Northwestern Mutual offers a wide range of financial options tailored to your specific goals. With top financial strength ratings from all major rating agencies, you can trust us to provide sound financial advice and solutions.
315 Washington St # 119, Oak Hill, OH 45656, United States -
Bailey Financial Planning
● OpenBailey 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.
992 E State St, Salem, OH 44460, United States -
Keim Financial Services
● ClosedKeim Financial Services is a reputable finance institution located at 25992 Ohio 7 in Marietta, Ohio, United States. With a team of experienced financial experts, Keim Financial Services offers a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Keim Financial Services is dedicated to helping you achieve your financial goals. Visit us today and let us help you secure your financial future.
25992 OH-7, Marietta, OH 45750, United States -
Edward Jones - Financial Advisor: Benjamin D Ohl
● OpenEdward Jones - Financial Advisor: Benjamin D Ohl is a trusted financial institution located at 169 West Main Street in Saint Clairsville, Ohio. As a dedicated finance professional, Benjamin D Ohl provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert financial advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Benjamin D Ohl and his team are committed to helping you make informed decisions and secure your financial future. Visit us today to learn more about our comprehensive financial services.
169 W Main St, St Clairsville, OH 43950, United States
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