Estate living solutions in Independence, Ohio

Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Upswing Financial Group is a leading finance institution located at 526 South Main Street in Akron, Ohio, United States. We specialize in providing comprehensive financial services to help our clients achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for your children's education, Upswing Financial Group is here to help you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

Merrill Lynch Financial Advisor Tim Papp, located at 4000 Embassy Parkway in Akron, Ohio, United States, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Tim can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Tim Papp follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the community. Through the Merrill Personal Wealth Analysis™, Tim can work with you to build a personalized financial plan centered on your goals and priorities, adjusting as your life and goals evolve over time.

Merrill Lynch Financial Advisor Clarisse Tur, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized wealth management services to families, individuals, and successful business owners. Clarisse believes in using a holistic approach to financial planning, focusing on managing risk, creating liquidity, providing for education and retirement needs, and transferring wealth to loved ones. With a background in nuclear physics and technical marketing, Clarisse brings a unique perspective to her wealth management services, applying scientific rigor to help clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER professional, she follows a disciplined, four-step wealth management process tailored to each client's needs. By combining the intimacy and personalized attention of a boutique firm with the global resources of one of the world's largest financial services firms, Clarisse helps simplify the complexity in clients' financial lives so they can concentrate on fulfilling their dreams. Whether you're planning for retirement, saving for a home, or funding a child's education, Clarisse works with you to develop a personalized plan designed to help you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Clarisse is dedicated to helping you and your family pursue financial success. Whether you're just starting out or nearing retirement, Clarisse Tur is here to help you navigate the ever-changing economic landscape and reach your financial goals.

Merrill Lynch Financial Advisor Wendy Lamberg Greeley, located at 4908 Whiteford Road, Toledo, Ohio, United States, is a finance institution dedicated to providing exemplary client service. Wendy has been recognized by Forbes for her outstanding work in the financial industry, ranking as one of the "Best-in-State Wealth Advisors," "America's Top Women Wealth Advisors," and "Top Women Wealth Advisors Best-in-State." With a deep understanding of clients' financial goals and priorities, Wendy creates personalized wealth management strategies tailored to individual needs. Supported by the global resources of Merrill, Wendy's team is committed to building strong client relationships based on trust and personalized service. By focusing on clients' aspirations and financial goals, Wendy helps manage, grow, and preserve wealth through a customized approach designed to address financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, Wendy provides comprehensive financial guidance to help clients achieve their goals. Whether planning for retirement, purchasing a home, or funding education, Wendy works closely with clients to create a financial approach that reflects their personality and priorities. As a Merrill Lynch Wealth Management Advisor, Wendy is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Wendy is committed to putting clients first and guiding them along their financial journey.

Merrill Lynch Financial Advisor Dan Herzig, located at 4908 Whiteford Road, Toledo, Ohio, United States, offers insights, observations, and personalized financial strategies to help clients achieve their goals. Specializing in retirement planning, market volatility, and personalized wealth management, Dan Herzig focuses on understanding each client's unique financial picture and goals. By utilizing the Merrill Personal Wealth Analysis® tool, he can create a customized plan centered on the client's aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Dan works to help clients manage, grow, and preserve their wealth. Committed to community involvement, Dan follows the deep-seated Merrill tradition of giving back. Through ongoing conversations and personalized financial approaches, Dan helps clients navigate life changes and achieve their financial goals. As a registered financial advisor in multiple states, Dan Herzig is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Kapstone Financial Advisors, located at 7501 Paragon Road in Dayton, Ohio, is a finance institution offering unique solutions for business owners and entrepreneurs. With a focus on helping clients establish and oversee various financial plans, Kapstone Financial Advisors delivers strategic solutions to support and sustain the mission of foundations. The institution boasts sophisticated expertise in planning for both the present and future generations, nurturing wealth to enable clients to live longer, better lives. With a philosophy of learning from the past, setting detailed goals for the future, and living in the present moment, Kapstone Financial Advisors ensures that clients' important financial affairs are managed by experts who can effectively pursue their goals and objectives. The institution provides a depth of ability and resources to match clients' investment needs, helping them maximize each investment opportunity.

Chudde Wealth Management, led by Adam Chudde, is a reputable finance institution located at 12000 Innovation Drive in Miamisburg, Ohio, United States. Specializing in wealth management, the institution provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Chudde Wealth Management is dedicated to helping individuals and businesses build and preserve their wealth for the future.

Michael S. Cardwell, Registered Representative at New York Life, located at 7956 Clyo Road in Centerville, Ohio, is a trusted financial institution dedicated to serving professional advisors and providing affordable, voluntary benefits programs for businesses. With over 35 years of combined experience, Michael and his team are passionate about helping clients navigate their financial decisions with clarity and confidence. As licensed agents with New York Life Insurance Company and other independent insurance companies, they offer insurance products and services in multiple states. Additionally, as Registered Representatives with NYLIFE Securities LLC and Financial Advisors under Eagle Strategies LLC, they provide securities products, advisory services, and financial planning to individuals in various states. If you are looking for a reliable financial partner to help you achieve your financial goals and secure your future, look no further than Lifetime Wealth Partners. Trust Michael S. Cardwell and his team to guide you towards living your best life now and in the future.

Aspiriant Wealth Management is a leading independent finance institution located at 201 East 5th Street in Cincinnati, Ohio, United States. We specialize in empowering forward-thinking families to live their dreams and create a lasting legacy. Our team of talented and passionate professionals work diligently to craft meticulous financial plans that align with your goals and dreams. With a tax-conscious strategy and a globally diversified investment approach, we strive to provide our clients with a sense of calm and steadiness as they work towards their long-term financial objectives. As an investment adviser registered with the SEC, we prioritize excellence, independence, and sustainability in all that we do. Our ownership model ensures our commitment to our clients' success for multiple generations to come. Join us on a thought-provoking journey towards financial clarity and peace of mind.

Merrill Lynch Financial Advisor Joe Roderer is a reputable finance institution located at 10100 Innovation Drive in Miamisburg, Ohio, United States. Our team is dedicated to building strong relationships with our clients by providing accessible, knowledgeable, and experienced financial advice. We understand that each individual's financial situation is unique, which is why we take the time to listen, ask smart questions, and create customized financial strategies to help you achieve your goals. As Wealth Management Client Associates and Resident Director Assistants, we offer personalized investment strategies and comprehensive financial solutions to address your needs and pursue your financial objectives. Our team is supported by the global resources of Merrill, ensuring that you receive top-notch service and expertise.

Lifetime Wealth Partners is a finance institution located at 4450 Belden Village Street Northwest in Canton, Ohio, United States. As dedicated partners of New York Life, we offer affordable and voluntary benefits programs for businesses. With over 35 years of combined experience, our team is passionate about helping individuals navigate their financial decisions with clarity and confidence. Michael S. Cardwell and Blake R. Castaldo, our licensed agents, are committed to helping clients achieve their financial goals and live their best lives now and in the future. We offer insurance products and services through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. Additionally, we offer securities products and services through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. Trust Lifetime Wealth Partners to be your financial partner and guide you towards a secure financial future.

Demarest & Demarest LLC is a trusted institution located at 34 East Franklin Street in Bellbrook, Ohio, United States. They specialize in helping individuals create comprehensive estate plans to protect their families in the event of incapacity, disability, or death. With their guidance, clients can avoid probate court and ensure their wishes are carried out effectively. The institution also offers support and counseling services for older Americans looking to plan for their future care and assets. Don't leave your estate plan to chance - contact Demarest & Demarest LLC for more information.

Sequoia Financial Group, located at 5000 Horizons Drive in Columbus, Ohio, is a finance and insurance agency dedicated to serving clients across the wealth continuum. Our goal is to enrich the lives of individuals and families by helping them advance towards their chosen future. At Sequoia Financial Group, we offer comprehensive planning, robust investment capabilities, and a specialized Wealth Planning team to ensure that your financial needs are met both now and in the future. Our team of investment experts employs a data-driven approach to continuously evaluate the investment landscape and achieve results for our clients.

Wauseon Senior Villas is a premier real estate agency located in Wauseon, Ohio, United States. Our senior villas offer comfortable and convenient living for older adults looking to downsize or retire in a peaceful community. Located at 700 Wauseon Senior Village Drive, our villas provide a range of amenities and services to cater to the needs of our residents. With beautifully landscaped grounds, spacious living areas, and a friendly community atmosphere, Wauseon Senior Villas is the perfect place to call home in your golden years. Contact us today to schedule a tour and learn more about our available properties.

Fite Rental Management is a family-owned institution located at 993 South Main Street in Bowling Green, Ohio. With multiple units offering a mix of bedrooms, our properties are conveniently located near downtown and the BGSU campus. Owned and operated by Linda and Lloyd Fite, who were both born and raised in Bowling Green, our business is a true reflection of our commitment to our community. Our sons, Brian and Craig, are also involved in the business, ensuring that our family values are at the core of everything we do.

Deer Run Apartments is a premier finance and real estate agency located at 440 Indian Mill Drive in Upper Sandusky, Ohio, United States. Our institution offers a variety of apartment options for rent, providing residents with comfortable and convenient living spaces in a beautiful and serene setting. With a focus on customer service and satisfaction, Deer Run Apartments is committed to helping individuals and families find their perfect home. Contact us today to learn more about our available properties and experience the exceptional service we provide.

Harbor Town Senior Residence is a premier real estate agency located at 7120 Lighthouse Way in Perrysburg, Ohio. Our institution specializes in providing high-quality senior living options for residents looking for a comfortable and secure place to call home. Our community offers a variety of amenities and services tailored to meet the needs of our senior residents, including spacious living accommodations, beautiful common areas, and a dedicated staff committed to providing top-notch care and support. At Harbor Town Senior Residence, we strive to create a welcoming and inclusive environment where seniors can enjoy a fulfilling and enriching lifestyle in their golden years.

Lake Towne Senior is a premier real estate agency located at 4975 Lake Towne Drive in Walbridge, Ohio. Our dedicated team specializes in helping senior citizens find the perfect living arrangements to suit their needs and lifestyles. Whether you are looking to downsize, find a retirement community, or explore assisted living options, we are here to guide you every step of the way. Our personalized approach and attention to detail ensure that each client receives the support and expertise they deserve. Contact us today to learn more about how Lake Towne Senior can help you find your ideal senior living situation.

Tracy Creek Apartments is a finance institution located at 29182 Silver Creek Drive in Perrysburg, Ohio. Our dedicated team of financial experts is committed to providing top-notch services to our clients, helping them achieve their financial goals and secure their future. With a focus on personalized solutions and exceptional customer service, Tracy Creek Apartments is the go-to choice for all your financial needs. Contact us today to learn more about how we can assist you in managing your finances effectively.

Arbors of Marysville is a reputable real estate agency located at 436 West 3rd Street in the charming town of Marysville, Ohio, United States. Our dedicated team of experienced agents is committed to helping clients find their dream home or sell their property quickly and efficiently. With a strong focus on customer satisfaction, we strive to provide personalized service and expert guidance throughout the buying or selling process. Whether you are looking for a cozy starter home, a spacious family residence, or a luxury property, Arbors of Marysville is here to help you every step of the way. Contact us today to learn more about our services and start your real estate journey with us.

Eaton Senior Villas is a premier real estate agency located at 99 Hampshire Drive in Eaton, Ohio. Our institution specializes in providing top-quality housing options for seniors looking to downsize or retire in a comfortable and secure environment. With a range of villa-style homes and amenities designed for the needs of older adults, Eaton Senior Villas offers a peaceful and vibrant community for residents to enjoy their golden years. Contact us today to learn more about our available properties and services.

Liberty Manor Apartments is a premier real estate agency located at 4392 Bonita Drive in Middletown, Ohio. Our apartments offer modern amenities, spacious layouts, and a convenient location near shopping, dining, and entertainment options. With a commitment to excellent customer service, Liberty Manor Apartments is dedicated to providing residents with a comfortable and enjoyable living experience. Contact us today to schedule a tour and discover your new home at Liberty Manor Apartments.

The Brandt at 6851 is a premier institution located at 6851 Wayne Estates Boulevard in Dayton, Ohio. Our facility offers top-of-the-line amenities and services for our residents, including luxurious living spaces, state-of-the-art fitness center, sparkling swimming pool, and beautifully landscaped grounds. With a prime location in the heart of Dayton, residents have easy access to shopping, dining, and entertainment options. Come experience the exceptional lifestyle at The Brandt at 6851.

Walden Village is a premier real estate agency located at 382 Walden Way in Beavercreek, Ohio, United States. Our dedicated team of professionals is committed to helping clients find their dream home in the beautiful Walden Village community. With a wide range of properties available, from cozy townhouses to spacious single-family homes, we strive to provide exceptional service and guidance throughout the buying or selling process. Experience the charm and convenience of Walden Village with our expert assistance.

Riverside Senior Lofts is a premier real estate agency located at 2333 Harshman Road in Riverside, Ohio, United States. Our institution specializes in providing high-quality housing options for senior citizens looking to enjoy a comfortable and independent lifestyle. Our loft-style apartments offer modern amenities, beautiful surroundings, and a vibrant community atmosphere. With a focus on wellness, convenience, and social engagement, Riverside Senior Lofts is the perfect place for seniors to call home. Contact us today to schedule a tour and see why our residents love living here.

Thomas L. Ostendorf Student Housing is a premier real estate agency located at 419 Kiefaber Street in Dayton, Ohio, United States. Our institution specializes in providing top-quality housing options for students in the area. With a focus on comfort, convenience, and affordability, we offer a range of housing options to suit the needs of every student. Our properties are well-maintained and feature modern amenities to ensure a comfortable living experience. Trust Thomas L. Ostendorf Student Housing to help you find the perfect place to call home during your time as a student.

Harmony Senior Village is a premier real estate agency located at 175 North 8th Street in Williamsburg, Ohio, United States. Our community is dedicated to providing comfortable and luxurious living options for seniors looking to retire in style. With a range of amenities and services tailored to meet the needs of our residents, Harmony Senior Village offers a harmonious and vibrant environment for seniors to enjoy their golden years. Come experience the tranquility and convenience of our senior living community today.

Sem Manor Senior Housing is a premier real estate agency located at 1350 Pebble Court in Cincinnati, Ohio, United States. Our institution specializes in providing top-quality housing options for seniors looking for a comfortable and secure place to call home. With a range of amenities and services tailored to meet the unique needs of our senior residents, Sem Manor offers a warm and welcoming environment for those in their golden years. Our dedicated team is committed to ensuring that each resident enjoys a high quality of life and feels right at home in our community. Visit us today to learn more about our senior housing options and see why Sem Manor is the ideal choice for your loved ones.

Located at 18915 Detroit Extension in Lakewood, Ohio, the Commodore Club Apartments is a real estate agency offering a variety of floor plans for potential residents to choose from. With a convenient online rent payment system through the Resident Portal, tenants can easily manage their expenses and focus on enjoying life. Visit us today to explore our available options and make Commodore Club Apartments your new home.