TOP 30 Customized tax planning in Middleburg Heights, Ohio

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Sean Jelinek - State Farm Insurance Agent is an insurance agency located at 33 West Bridge Street in Berea, Ohio, United States. Sean Jelinek, a resident of Berea and born and raised in North Olmsted/Olmsted Falls, has been serving the communities of Berea, Brook Park, Middleburg Heights, North Ridgeville, Olmsted Falls, Strongsville, North Olmsted, and Northeast Ohio since 2016. The agency offers free quotes 24/7 for auto insurance, home insurance, renter's insurance, life insurance, health insurance, business insurance, and financial services. They also provide free notary public services. In addition to Sean, Jay has been with the State Farm Berea office since June 2021 and is licensed in home insurance, car insurance, renter's insurance, and small business insurance. Customers can call Jay for a second opinion on their current insurance coverage and pricing. The agency also offers information on topics such as the dangers of drunk driving, the differences between health insurance plans, and the benefits of a 529 education savings plan. State Farm VP Management Corp. distributes securities and offers financial services, while State Farm Life Insurance Company provides life insurance and annuities. U.S. Bank National Association offers deposit products and credit cards. The agency emphasizes the importance of understanding policies and consulting with a tax or legal advisor for personalized advice.

Fourth Dimension Wealth, LLC is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. Their website features helpful calculators and resources to assist clients in understanding financial concepts and achieving their financial goals. Fourth Dimension Wealth is dedicated to educating clients about financial planning and providing access to market performance data. They are registered investment advisors and offer securities through LPL Financial. Clients can trust in the expertise of the professionals at Fourth Dimension Wealth to help them see the big picture and make informed financial decisions. Residents of other states should check with the institution to ensure compliance with regulations.

Edward Jones - Financial Advisor: John J Grech, AAMS™ is a finance institution located at 7774 West 130th Street in Middleburg Heights, Ohio, United States. John J Grech, a trusted financial advisor with the Accredited Asset Management Specialist™ designation, provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: John J Grech, AAMS™ is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.