TOP 10 Custom financial planning in Columbus, OH
29 results found
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Pathways Financial Credit Union
● ClosedPathways Financial Credit Union, located at 1 Riverside Plaza in Columbus, Ohio, is a full-service financial institution offering a range of services including banking, loans, and ATM access. Whether you're looking for a mortgage or a credit card, Pathways makes the loan application process quick and easy. Employees can also enjoy the benefits of credit union membership through Pathways. The institution also offers Cooperative Business Services in partnership with CBS for businesses in need of working capital. Stay informed on fraud prevention through the Pathways Security Center and take advantage of free online financial courses offered in partnership with Bonzai. As a Pathways member, you'll have access to a variety of perks and benefits to help you achieve a secure financial future. Manage your accounts easily with online banking and integrated card controls for added security and convenience. Explore resource guides to help you reach your financial goals, whether it's saving for retirement or starting a business. Don't miss out on events like the Creekside Blues & Jazz Festival, a 3-day celebration featuring world-famous performers. Join Pathways today and start your journey to financial success.
1 Riverside Plaza, Columbus, OH 43215, United States -
Goodwins Insurance Agency, A Division of Ohio Insurance & Financial Services LLC
● ClosedGoodwins Insurance Agency, a Division of Ohio Insurance & Financial Services LLC, is a reputable health insurance agency located at 116 South High Street in Columbus Grove, Ohio, United States. We specialize in providing comprehensive and affordable health insurance coverage for individuals and families. Our experienced team of agents is dedicated to helping clients find the best insurance plans that meet their specific needs and budget. With a commitment to exceptional customer service and a wide range of insurance options, Goodwins Insurance Agency is your trusted partner in protecting your health and financial well-being. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.
116 S High St, Columbus Grove, OH 45830, United States -
Customized Behavioral Healthcare
● ClosedCustomized Behavioral Healthcare is a health institution located at 3244 West Henderson Road in Columbus, Ohio, United States. We specialize in providing personalized care to meet the unique needs of each individual. To request an appointment, please give us a call. We accept most public and private insurance plans and offer flexible payment plans to accommodate your financial situation.
3244 W Henderson Rd Ste 4, Columbus, OH 43220, United States -
Nationwide Financial
● ClosedNationwide Financial is a leading financial institution located at 10 West Nationwide Boulevard in Columbus, Ohio, United States. With a strong reputation for providing a wide range of financial services, Nationwide Financial is committed to helping individuals and businesses achieve their financial goals. From retirement planning to investment management, Nationwide Financial offers expert guidance and personalized solutions to meet the unique needs of each client. With a team of experienced professionals and a dedication to customer service, Nationwide Financial is a trusted partner for all of your financial needs.
10 W Nationwide Blvd, Columbus, OH 43215, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 5001 Horizons Drive in Columbus, Ohio, is a trusted finance institution with over 35 years of collective experience in comprehensive financial planning and customized portfolio management. Our team of wealth managers not only have the expertise to manage your assets effectively but also serve as trusted confidants who can address your financial needs and help make important decisions for you and your family. We believe in managing risks, not just returns, and provide a depth of ability and resources to match your investment needs. As part of one of the largest and most well-respected independent financial services companies in the country, we are dedicated to helping you achieve your financial goals while allowing you to focus on the things that matter most in your life.
5001 Horizons Dr Suite 210, Columbus, OH 43220, United States -
Donald McClurg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDonald McClurg - Financial Advisor at Ameriprise Financial Services, LLC, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio, United States, offers a wide range of financial services. Donald McClurg holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continuous education, Donald McClurg provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Donald McClurg is dedicated to helping you achieve your financial goals.
9636 Cincinnati Columbus Rd, Cincinnati, OH 45241, United States -
Geny's Tax Multiservices Columbus Wireless Retailer
● ClosedGeny's Tax Multiservices Columbus Wireless Retailer is a comprehensive financial institution located at 3530 Sullivant Avenue in Columbus, Ohio. Specializing in accounting and finance services, they offer a wide range of tax preparation, bookkeeping, and financial planning solutions for individuals and businesses alike. In addition, they also serve as a wireless retailer, providing customers with the latest smartphones and accessories. With a commitment to excellence and customer satisfaction, Geny's Tax Multiservices Columbus Wireless Retailer is a trusted partner for all your financial and communication needs.
1105, 3530 Sullivant Ave, Columbus, OH 43204, United States -
Reignmakers Wealth Advisors: Wealth Management, Retirement Planning, Estate Planning, Tax Optimization
● ClosedAt Reignmakers Wealth Advisors, we are dedicated to guiding business owners and individuals toward peak wealth performance. Our mission is to provide comprehensive wealth management services that optimize your assets for growth, ensure tax efficiency, and help build a lasting legacy. Our Services:1. Wealth Management: Experience tailored strategies designed to mitigate market risks and streamline your financial growth. Our expert team employs advanced wealth and asset management techniques to ensure your financial aspirations and risk tolerance are always considered.2. Retirement Planning: We offer holistic retirement planning that integrates income, investments, taxes, healthcare, and estate planning. Our comprehensive financial analysis ensures your retirement strategy aligns perfectly with your unique goals and aspirations.3. Estate Planning: Protect your legacy with our coordinated estate planning services. We work alongside a network of seasoned professionals, including CPAs, attorneys, and CFPs, to provide top-tier guidance and ensure every facet of your financial life is covered.4. Tax Optimization: Utilize our specialized tax knowledge to streamline your liabilities and enhance your financial efficiency. Our strategies are designed to navigate complex tax laws, reducing the constant stress of market fluctuations and tax impacts on your wealth.Why Choose Reignmakers Wealth Advisors?- Holistic Approach: Our all-encompassing strategy ensures no stone is left unturned, integrating all aspects of your financial life. - Network of Experts: We’ve partnered with seasoned professionals, including CPAs, attorneys, and CFPs, to provide specialized guidance when needed. - Transparent Fees: Our fee structure is clear with no hidden costs, ensuring you understand every aspect of our pricing and receive value for your investment.
80 S Columbus St, Sunbury, OH 43074, United States -
Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC At Brian Bushman - Financial Advisor, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, we are dedicated to providing tailored financial solutions to help you achieve your financial goals. Our comprehensive services are designed to address the unique needs of each client, whether you're planning for retirement, managing investments, or navigating complex financial situations.
9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, United States -
Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGarry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Garry Rutledge - Financial Advisor, located in the heart of Cincinnati at 9636 Cincinnati Columbus Road, Ohio. As a dedicated professional in the finance sector, Garry Rutledge offers comprehensive financial advisory services tailored to meet the unique needs of each client. With an emphasis on personalized service and expert guidance, Garry is committed to helping individuals and businesses achieve their financial goals through strategic planning and informed decision-making.
9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, United States -
Michael Guerrieri - State Farm Insurance Agent
● ClosedMichael Guerrieri - State Farm Insurance Agent is located at 195 Niles Cortland Road Southeast, Warren, Ohio, United States. This insurance agency has been proudly serving the community since 2001, with the agent having been a State Farm Associate from 1995-2000. With over 25 years of experience in the industry, the agent is dedicated to supporting and protecting the members of the community for years to come. The office is conveniently located in Howland Corners, across from the Howland Community Church. As a Life Long Valley Resident and graduate of Youngstown State University, the agent brings a wealth of knowledge and expertise to the table. The office offers a range of insurance products and services including life insurance, annuities, and pet insurance. The agent is also a member of the Knights of Columbus and has qualified for Ambassador Travel and Legion of Honor.
195 Niles Cortland Rd SE, Warren, OH 44484, United States -
Encova Insurance
● ClosedEncova Insurance is a reputable insurance agency located at 471 East Broad Street in Columbus, Ohio, United States. With a commitment to providing top-notch insurance solutions, Encova Insurance offers a wide range of insurance products and services to meet the unique needs of individuals and businesses. Whether you are looking for auto, home, life, or commercial insurance, Encova Insurance has a team of experienced professionals ready to assist you. Trust Encova Insurance to provide you with the protection and peace of mind you deserve.
471 E Broad St, Columbus, OH 43215, United States -
Ray Insurance Agency, Inc.
● ClosedRay Insurance Agency, Inc. is a reputable insurance agency located at 1580 Fishinger Road in Columbus, Ohio. With a strong commitment to providing personalized and comprehensive insurance solutions, we strive to protect our clients' assets and financial well-being. Our team of experienced agents is dedicated to helping individuals and businesses find the right coverage to meet their unique needs. Whether you are looking for auto, home, life, or business insurance, Ray Insurance Agency, Inc. is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you secure the protection you deserve.
1580 Fishinger Rd, Columbus, OH 43221, United States -
Paul DiCuirci American Family Insurance
● ClosedPaul DiCuirci American Family Insurance is a trusted insurance agency located at 114 Norton Road in Columbus, Ohio. Our dedicated team is committed to providing top-notch insurance services to protect you and your family's assets. Whether you are looking for auto, home, life, or business insurance, we have the expertise to tailor a policy that meets your specific needs. With a focus on customer satisfaction and personalized service, you can trust Paul DiCuirci American Family Insurance to provide peace of mind and financial security for the future.
114 Norton Rd, Columbus, OH 43228, United States -
Crp Benefit Services Inc - Aflac Insurance Agent
● OpenCRP Benefit Services Inc - Aflac Insurance Agent is an insurance agency located at 5755 Granger Road, Independence, Ohio, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping to alleviate financial burdens during difficult times. Our insurance plans also help with deductibles, co-pays, and other out-of-pocket expenses related to hospital stays. Additionally, we offer dental and vision coverage with no networks or deductibles. As an Aflac insurance agent, you can provide essential financial protection to your loved ones and employees. Explore the unlimited potential and flexibility that comes with becoming an Aflac insurance agent. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, and in New York by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Our services are available in most states, except for Puerto Rico, Guam, and the Virgin Islands. Administrative services are not insurance and may vary depending on state law. Contact CRP Benefit Services Inc - Aflac Insurance Agent to learn more about our insurance offerings.
5755 Granger Rd, Independence, OH 44131, United States -
Larry Noll - State Farm Insurance Agent
● ClosedLarry Noll - State Farm Insurance Agent, located at 2648 Billingsley Road, Columbus, Ohio, is your go-to insurance agency for all your insurance needs. Larry Noll can help you customize a coverage plan to protect what matters most to you, whether it's your family, belongings, or your finances. From safe driving rewards to bundling options and discounts, Larry Noll can tailor a solution that fits your specific requirements. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or even business insurance, Larry Noll has you covered. State Farm is the largest auto insurance provider in the U.S., offering a range of coverage options for new drivers, business travelers, collectors, and more. You can even save more by combining your auto and home policies.
2648 Billingsley Rd, Columbus, OH 43235, United States -
Farmers Insurance - Conetta Hernandez
● ClosedFarmers Insurance - Conetta Hernandez is an insurance agency located at 1535 Georgesville Road in Columbus, Ohio, United States. As a local Farmers® agent, Conetta Hernandez helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and recreational insurance. Conetta Hernandez can help you understand your coverage options and provide personalized recommendations. Whether you need comprehensive coverage, collision coverage, or medical payments, Farmers Insurance can help protect what matters most to you. Contact Conetta Hernandez today for a personalized insurance quote and to learn about available discounts. Farmers Insurance is committed to providing reliable coverage and exceptional service to help you protect your assets and plan for a secure future. Contact Conetta Hernandez today to discuss your insurance needs and create a customized financial plan.
1535 Georgesville Rd Ste 35, Columbus, OH 43228, United States -
Johnny Chin - State Farm Insurance Agent
● ClosedJohnny Chin - State Farm Insurance Agent is an insurance agency located at 9676 Cincinnati Columbus Road in Ohio, United States. Situated in the Timberview Office Park, just 1.5 miles North of I 275 on Route 42, this agency is dedicated to helping you achieve your financial goals for the New Year. With years of experience in the insurance field, Johnny Chin started his "scratch" agency in 1977 with a core value of putting his customers' interests first. Johnny Chin is not only dedicated to providing excellent insurance services, but he also values community involvement and environmental preservation. He is a member of the Ohio Forestry Association and encourages his neighbors and friends to plant trees to preserve Ohio's forestry land.
9676 Cincinnati Columbus Rd, West Chester Township, OH 45241, United States -
D. J. Lashlee, III. - State Farm Insurance Agent
● ClosedD. J. Lashlee, III. - State Farm Insurance Agent is a trusted insurance agency located at 9017 Columbus Cincinnati Rd in Ohio, United States. With a strong focus on providing high-quality insurance products and exceptional customer service, this institution is committed to helping individuals and families protect what matters most. Whether you're in need of auto, home, life, or business insurance, D. J. Lashlee, III. - State Farm Insurance Agent is here to provide personalized solutions tailored to your unique needs. Contact them today to learn more about their comprehensive insurance offerings and how they can help you achieve peace of mind.
9017 Columbus Cincinnati Rd, West Chester Township, OH 45069, United States -
Doug Yglesias - State Farm Insurance Agent
● ClosedDoug Yglesias - State Farm Insurance Agent is an insurance agency located at 3040 Riverside Drive in Columbus, Ohio, United States. Situated in Upper Arlington just North of Grandview, this agency is dedicated to helping clients with their auto insurance, business insurance, small business insurance, contractor's insurance, commercial auto insurance, homeowner's insurance, life insurance, renters' insurance, and other insurance needs. The agent, Doug Yglesias, transitioned from a Global Corporation to start his State Farm office in Columbus. His office is conveniently located in the heart of the city, making it easily accessible from various neighborhoods including Dublin, Westerville, Grove City, Hill Top, Bexley, Gahanna, Delaware, Italian Village, Canal Winchester, New Albany, Hilliard, and even Dayton. Doug is committed to serving individuals, families, friends, and businesses in the community.
3040 Riverside Dr # 119, Columbus, OH 43221, United States -
Shannon Best - State Farm Insurance Agent
● ClosedShannon Best - State Farm Insurance Agent is a reputable insurance agency located at 3679 Fishinger Boulevard in Hilliard, Ohio. Our team is dedicated to helping you with all your insurance needs, whether it's home, auto, life, health, or small business insurance. We are conveniently located in the Lowes shopping center next to the Dollar Tree, making us easily accessible to the communities of Upper Arlington, Grandview, Dublin, Grove City, and Columbus. Shannon Best is a second-generation State Farm Agent with years of experience in the insurance industry. Along with our team members Chris, Karen, and Gale, we are committed to building lifelong relationships with our customers and providing exceptional customer service. We offer a wide range of insurance products and services to meet your needs and protect you from future risks.
3679 Fishinger Blvd, Hilliard, OH 43026, United States -
CheckSmart
● ClosedCheckSmart is a trusted finance institution located at 7370 Sawmill Road in Columbus, Ohio, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial decisions. Our team of CheckSmart Lending Pros is dedicated to finding the perfect short-term cash solution for you. Whether you need check cashing, money orders, or a loan option, we have services that make sense for your needs. When you visit CheckSmart, you can expect convenience, reliability, and a team that truly cares about your financial well-being. Our experts will carefully assess your circumstances and create a SmartMatch between you and the loan or product that best suits your situation. Research our available loans to find the right fit for you.
7370 Sawmill Rd #19, Columbus, OH 43235, United States -
CheckSmart
● ClosedCheckSmart is a trusted financial institution located at 170 North Wilson Road in Columbus, Ohio, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial choices. Whether you need cash quickly, convenient services like check cashing and money orders, or personalized loan options, our CheckSmart Lending Pros are dedicated to finding the perfect solution for you. With a focus on providing exceptional customer service and tailored financial products, we strive to create a SmartMatch between you and the loan or service that best fits your needs. Our goal is to help you navigate the world of short-term cash solutions and find the right fit for your situation.
170 N Wilson Rd, Columbus, OH 43204, United States -
Medich Group
● OpenMedich Group, located at 5003 Horizons Drive in Columbus, Ohio, is a finance institution dedicated to helping individuals manage their assets and investments. With over 35 years of collective experience in comprehensive financial planning and customized portfolio management, our team of wealth managers are committed to serving as trusted confidants, addressing your financial needs and making sound decisions for you and your family. We believe in the importance of managing risks, not just returns, and have the expertise and resources to help you make the most of each investment opportunity. As a part of Raymond James, a well-respected independent financial services company established in 1962, we are dedicated to helping you achieve your financial goals and continue enjoying the success you have achieved in life. Let us handle your financial affairs so you can focus on what matters most to you.
5003 Horizons Dr, Columbus, OH 43220, United States -
Aaron Lee Boster, MD
● OpenAt The Boster Center for Multiple Sclerosis, Dr. Aaron Lee Boster and his expert team are committed to helping you live life to the fullest, despite your MS diagnosis. Located in Columbus, OH, our center offers a unique, patient-centered approach to managing multiple sclerosis. We believe in treating our patients like family, providing compassionate care and personalized treatment plans tailored to your specific needs and life goals.
8000 Ravines Edge Ct, Columbus, OH 43235, United States -
Ohio Life Insurance
● ClosedOhio Life Insurance, located at 1985 W Henderson Rd, Columbus, OH 43220, is a trusted insurance agency dedicated to providing comprehensive life insurance solutions to individuals and families in the Columbus area. With a commitment to personalized service, Ohio Life Insurance offers a range of policies tailored to meet the unique needs and financial goals of their clients. Whether you are looking to secure your family's future, plan for retirement, or ensure peace of mind, their experienced team is here to guide you through the process with expert advice and exceptional customer care. At Ohio Life Insurance, protecting what matters most to you is their top priority.
1985 W Henderson Rd, Columbus, OH 43220, United States -
Envisage Wealth
● OpenEnvisage Wealth is a distinguished financial advisory firm located at 8008 N High St STE 150, Columbus, OH 43235, United States. Specializing in comprehensive wealth management services, Envisage Wealth offers personalized financial planning, investment management, and retirement strategies tailored to meet the unique needs of each client. With a commitment to fostering long-term relationships, their team of experienced financial advisors provides expert guidance to help individuals, families, and businesses achieve their financial goals. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, Envisage Wealth is dedicated to helping you navigate the complexities of finance with confidence and clarity. Visit their office in Columbus to discover how their customized financial solutions can help you envision and achieve a prosperous future.
8008 N High St STE 150, Columbus, OH 43235, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental, your trusted partner for convenient and reliable car rentals in Downtown Cincinnati. Located at 212 West 4th Street, our branch is ideally situated in the heart of the Central Business District, making it a perfect starting point for both business and leisure travelers. Whether you need a car for a day trip, a weekend getaway, or an extended stay, Avis offers a wide range of vehicles to meet your needs. Take advantage of our 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. Please note that this offer is valid on a minimum three-day rental and excludes taxes, fees, and optional extras. An advance reservation is required, and terms and conditions apply.
212 West 4th Street, Cincinnati, Ohio 45202, United States -
Ohio Turnkey
● OpenWelcome to Ohio Turnkey, your premier real estate agency nestled in the heart of Middletown, Ohio. Located at 3406 Burbank Avenue, we specialize in providing high-quality off-market rental investment properties in the vibrant Cincinnati and Dayton areas. Our focus is on A & B Class Investment Properties, offering you the chance to maximize your returns with our all-inclusive turnkey services. As a small, family-owned business with nearly two decades of experience, Ohio Turnkey has grown from humble beginnings as a lawncare crew into a trusted name in Ohio's real estate investment scene. Our founder and President, Bryan, is a licensed General Contractor and a seasoned expert in real estate investing. Alongside him, our VIP Client Specialist, Nichell, and our Director of Acquisitions, Tony, work tirelessly to ensure your investment experience is seamless and rewarding.
3406 Burbank Avenue, Middletown, Ohio 45044, United States
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