The Best Estate planning specialists in Cortland, Ohio

Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™ is a reputable financial institution located at 1889 Niles Cortland Road NE in Warren, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Ted Stazak offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for a child's education, or investing for the future, Ted Stazak and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

David Rider is a Financial Advisor at Ameriprise Financial Services, LLC located at 3010 State Route 5 in Cortland, Ohio, United States. David 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 David's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. David is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Attorney Michael Walton, at Gessner & Platt CO. L.P.A., is a highly respected law firm located at 212 West Main Street in Cortland, Ohio, United States. With years of experience and a strong track record of success, Attorney Michael Walton provides expert legal representation in a variety of practice areas including personal injury, criminal defense, family law, and estate planning. Clients can trust in the dedication and professionalism of Attorney Walton and his team as they work tirelessly to achieve the best possible outcomes for their clients. Contact Attorney Michael Walton today for skilled and compassionate legal assistance.

Thomas 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.

Austin 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.

Cynthia Shively, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, offers a wide range of financial services to meet the needs of individuals and businesses. Cynthia holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Cynthia is a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing specialized financial advice in those areas. With a commitment to professionalism and ethics, Cynthia is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Cynthia Shively at Ameriprise Financial Services for expert financial guidance and support.

David Dieter - Ameriprise Financial Services, Inc., located on State Route 5 in Cortland, Ohio, is a trusted provider of comprehensive financial planning and advisory services. Specializing in personalized financial strategies, David Dieter and his team are committed to helping clients achieve their financial goals through tailored advice and expert guidance. Services Offered: