Estate wealth transfer in Ohio
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FRC Financial, Inc
● ClosedFRC Financial, Inc is a reputable accounting and finance institution located at 1440 Rockside Road in Parma, Ohio, United States. With a team of experienced professionals, FRC Financial offers a wide range of financial services including tax preparation, financial planning, and business consulting. Clients can expect personalized and reliable assistance to help them achieve their financial goals. Visit FRC Financial, Inc today and experience top-notch financial services that cater to your individual needs.
1440 Rockside Rd #324, Parma, OH 44134, United States -
Merrill Lynch Financial Advisor Clarisse Tur
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Fifth Third Private Bank - Jennifer Witt
● ClosedFifth Third Private Bank - Jennifer Witt is a premier financial institution located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in private banking services, Jennifer Witt and her team provide personalized financial solutions to high-net-worth clients. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank offers top-tier expertise and tailored services to help clients achieve their financial goals. Visit us today to experience the difference of working with a trusted advisor at Fifth Third Private Bank - Jennifer Witt.
550 N Summit St, Toledo, OH 43604, United States -
Karen Thompson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKaren Thompson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10050 Innovation Drive in Miamisburg, Ohio, United States. Karen 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®, CFP®, 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®. Karen specializes in providing comprehensive financial planning services, including wealth transfers, retirement planning, estate planning, investment management, and insurance products. Her expertise and commitment to helping clients make informed financial decisions make her a trusted advisor in the finance industry.
10050 Innovation Drive #310, Miamisburg, OH 45342, United States -
Merrill Lynch Financial Advisor Michael A Wilkison
● ClosedMerrill Lynch Financial Advisor Michael A Wilkison, located at 10100 Innovation Drive in Miamisburg, Ohio, is a finance institution dedicated to helping families achieve their financial goals. The team of financial advisors and client associates at this institution have diverse backgrounds and skills, allowing them to offer personalized wealth management planning for each family. By combining the investing insights of Merrill and the banking convenience of Bank of America, they believe they can help clients reach their financial goals. The institution has received recognition for its exemplary client service, and their integrated approach to wealth management can help clients address various financial challenges they may face. Whether it's retirement planning, wealth transfer solutions, or estate planning services, the team at Merrill Lynch Financial Advisor Michael A Wilkison is committed to helping clients achieve their goals. With a focus on building strong client relationships based on trust and personalized service, they strive to provide a customized investment approach tailored to each client's needs. Let Merrill Lynch Financial Advisor Michael A Wilkison help you create a financial approach that reflects your unique personality and priorities, and guide you towards achieving your goals.
10100 Innovation Drive #300, Miamisburg, OH 45342, United States -
Merrill Lynch Financial Advisor John M Borchers
● ClosedMerrill Lynch Financial Advisor John M Borchers is a finance institution located at 10100 Innovation Drive in Miamisburg, Ohio, United States. With a focus on addressing the financial needs of families, our team of financial advisors and client associates work together to provide personalized wealth management planning tailored to each family's unique goals. By leveraging the investing insights of Merrill and the banking convenience of Bank of America, we strive to make your financial goals achievable. Our integrated approach to wealth management allows us to address a wide range of financial challenges, offering solutions for business owners, executives, professionals, and families with multi-generational wealth. We can assist with retirement income planning, wealth transfer solutions, estate planning services, and philanthropic solutions. Our team of experienced professionals works closely with your other advisors to help you pursue your goals.
10100 Innovation Drive #300, Miamisburg, OH 45342, United States -
Merrill Lynch Financial Advisor Michael Borchers
● ClosedMerrill Lynch Financial Advisor Michael Borchers, located at 10100 Innovation Drive in Miamisburg, Ohio, is a trusted institution in the finance industry. With a team of diverse financial advisors and client associates, they offer personalized wealth management planning tailored to each family's unique needs. By combining the investing insights of Merrill Lynch and the banking convenience of Bank of America, they aim to help clients reach their financial goals. Their integrated approach to wealth management includes a range of solutions for business owners, executives, professionals, and families with multi-generational wealth. They also offer retirement income planning, wealth transfer solutions, estate planning services, and philanthropic solutions. The team at Merrill Lynch has received recognition from Forbes and other financial industry publications for their exemplary client service.
10100 Innovation Drive #300, Miamisburg, OH 45342, United States -
John Lumpkin Jr. - Morgan Stanley
● OpenJohn Lumpkin Jr. - Morgan Stanley is a reputable finance institution located at 4380 Buckeye Lane in Dayton, Ohio, United States. With a strong focus on providing exceptional financial services, this institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a dedicated team of experts and a commitment to excellence, John Lumpkin Jr. - Morgan Stanley is a trusted partner for individuals and businesses seeking sound financial advice and support.
4380 Buckeye Ln Suite 200, Dayton, OH 45440, United States -
Jeff Vannatta - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Vannatta - Financial Advisor at Ameriprise Financial Services, LLC is located at 4003 Rhodes Avenue in New Boston, Ohio, United States. This institution specializes in providing financial services and offers a range of certifications and designations to ensure that clients receive expert advice and guidance. Jeff Vannatta holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. These certifications require adherence to a code of ethics and successful completion of coursework and examinations covering various financial topics.
4003 Rhodes Ave, New Boston, OH 45662, United States -
Merrill Lynch Financial Advisor Brian Rigby
● ClosedMerrill Lynch Financial Advisor Brian Rigby is a finance institution located at 5905 East Galbraith Road in Cincinnati, Ohio, United States. The institution, led by the Murphy Wealth Management Group, offers extensive knowledge in retirement, education, and customized wealth planning. They strive to provide superior execution and sophisticated advice to all clients. With a focus on long-term financial strategies, investment management, education planning, trust and estate planning services, wealth transfer strategies, credit and lending solutions, and more, they aim to simplify their clients' financial lives. By tailoring the global resources of Merrill to individual needs, they work to develop personalized financial approaches to help clients manage, grow, and preserve their wealth. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team at Merrill Lynch aims to understand clients' goals and priorities, providing transparency on potential risks and opportunities. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch strives to help clients achieve their financial goals and stay on track through life's changes and market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, they offer comprehensive financial strategies tailored to individual needs and priorities.
5905 E Galbraith Rd Suite 6000, Cincinnati, OH 45236, United States -
Zach Kopeck - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedZach Kopeck - Financial Advisor at Ameriprise Financial Services, LLC, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, offers a wide range of financial services to individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Zach Kopeck is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. The institution also offers specialized services for seniors, those planning for retirement, individuals going through divorce, and families with special needs children. Whether you are looking for help with wealth transfers, tax planning, or long-term care insurance, Zach Kopeck has the knowledge and expertise to assist you in achieving your financial goals. Contact Zach Kopeck today to schedule a consultation and start planning for a secure financial future.
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236, United States -
Merrill Lynch Financial Advisor Kelly Bramel
● ClosedMerrill Lynch Financial Advisor Kelly Bramel is located at 10100 Innovation Drive in Miamisburg, Ohio, United States. As a finance institution, we understand that your family's needs are at the core of your financial goals. Our team of financial advisors and client associates have diverse backgrounds and skills to offer wealth management planning customized to each family. We believe in taking the time to help you understand how your financial steps today can benefit you in the future. With access to the resources of Merrill and Bank of America, we can offer a range of potential solutions to meet your needs. Our integrated approach to wealth management can help address every financial challenge you face, whether you are a business owner, executive, professional, or part of a multi-generational family. We can help with retirement planning, wealth transfer, estate planning, and more. Our team is committed to building strong client relationships based on trust and personalized service. We believe in putting you first, every day. Our goal is to help you achieve what's most important to you by creating a financial approach that reflects your personality and priorities. Let's work together to help you reach your goals, no matter how your life and the financial markets may change over time. Contact Merrill Lynch Financial Advisor Kelly Bramel today to start building a customized investment approach tailored to your needs and goals.
10100 Innovation Drive #300, Miamisburg, OH 45342, United States -
Fifth Third Private Bank - Christopher Weingartner
● ClosedFifth Third Private Bank - Christopher Weingartner is a prestigious financial institution located at 9280 Montgomery Road in Cincinnati, Ohio, United States. With a focus on providing personalized wealth management services, Christopher Weingartner and his team offer tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or preserve your wealth for future generations, Fifth Third Private Bank is dedicated to providing expert guidance and exceptional service to meet your needs. Experience the difference of working with a trusted advisor at Fifth Third Private Bank - Christopher Weingartner.
9280 Montgomery Rd Suite 300B, Cincinnati, OH 45242, United States -
Christian T. Hammer-Huber - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristian T. Hammer-Huber is a financial advisor at Ameriprise Financial Services, LLC located at 17550 Parkside Drive, North Royalton, Ohio, United States. He holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, issues impacting seniors, divorce financial analysis, comprehensive estate planning, exit planning, securities analysis, mutual funds, financial planning, long-term care planning, life insurance, and military financial advising. Christian is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
17550 Parkside Dr, North Royalton, OH 44133, United States -
Merrill Lynch Financial Advisor Daniel Mott
● ClosedMerrill Lynch Financial Advisor Daniel Mott is a finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Headquartered in Northeast Ohio, CLE Wealth Management provides customized advice and guidance to corporate executives, business owners, and affluent families. With over $1.3B in assets as of February 2024, our team of 9 members is dedicated to helping clients achieve their long-term financial goals. We believe in a personalized approach to wealth management, understanding that no two individuals are alike. Our services include income management, education funding, retirement income planning, wealth transfer, and estate planning, among others. We work closely with clients' other professionals, such as attorneys and accountants, to ensure a comprehensive financial strategy. Our team is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill and Bank of America. Let us help you pursue your financial goals through personalized wealth management strategies.
159 Crocker Park Blvd, Westlake, OH 44145, United States -
Merrill Lynch Financial Advisor Harrison B Orendorf
● ClosedMerrill Lynch Financial Advisor Harrison B Orendorf is a finance institution located at 4000 Embassy Parkway, Akron, Ohio, United States. At Merrill Lynch, we believe in working one-on-one with our clients to develop personalized financial strategies tailored to help you achieve your long-term goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or seek advice on how to stay informed, we are here to listen and understand your priorities. Our team at Merrill Lynch uses the Investment Personality Assessment to gain a deeper understanding of your investing preferences and customize a financial approach that aligns with your goals. We believe that by focusing on your aspirations and addressing the issues that matter most to you, we can help you turn your financial goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we are dedicated to developing a plan that meets your financial needs.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor Charles W Freeman
● ClosedMerrill Lynch Financial Advisor Charles W Freeman, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a respected finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We believe in understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, we offer services such as asset allocation, financial strategies, retirement planning, estate planning, education planning, insurance planning, tax minimization strategies, and lending solutions. Our personalized approach to wealth management ensures that we evaluate and coordinate each client's financial needs and goals to support efficient wealth transfer across generations. The Freeman-O'Connell Wealth Management Group has been serving the Northeast Ohio and Akron Communities for over 38 years, providing professional knowledge in simple language to explain complex financial topics. We believe in building personal relationships based on trust, offering financial strategies tailored to meet specific needs, and providing professional knowledge to help you achieve your short and long term goals. Let us work together to help you reach your financial goals and navigate the complexities of your financial life.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Keister & Baker, LLC
● ClosedKeister & Baker, LLC is a reputable law firm located at 124 South Market Street in Van Wert, Ohio, United States. We are dedicated to providing expert legal services in a professional and easy-to-understand manner. Whether you need assistance with personal decisions, estate planning, business formation, or real estate transactions, our experienced team is here to help. Our firm specializes in estate planning, business structuring, and assisting the agricultural community with business and estate planning needs. We offer guidance on maximizing operational and tax advantages, while also focusing on wealth maintenance and transferability. Whether you have a small or large estate, our team can help you navigate the complexities of planning for the next generation.
124 S Market St #101, Van Wert, OH 45891, United States -
Keister Stephen E
● OpenKeister Stephen E is a law firm located at 124 South Market Street in Van Wert, Ohio. Specializing in providing expert legal services, the firm is dedicated to offering down-to-earth guidance in a professional and understandable manner. Whether clients are making personal decisions or planning for their family, estate, business, or farm, Keister Stephen E can help clarify options and design the right plan to maximize operational and tax advantages while fostering wealth maintenance and transferability. The firm's services range from estate planning through the use of trusts to forming business entities and handling complex real estate transactions. With a focus on assisting the local agricultural community, Keister Stephen E aims to protect and strengthen farmers and ag-related businesses by selecting optimal business structures to shield from liability and maximize estate planning and tax advantages.
124 S Market St #101, Van Wert, OH 45891, United States -
Gift Planning
● OpenGift Planning is a leading institution located at 1105 Elm Street in Cincinnati, Ohio, United States. We specialize in helping individuals and organizations create thoughtful and strategic plans for giving back to their communities. Our team of experts provides personalized guidance on charitable donations, estate planning, and financial philanthropy to ensure that your gifts make a lasting impact. Whether you are looking to support a specific cause, maximize your tax benefits, or leave a legacy for future generations, Gift Planning is here to help you achieve your philanthropic goals. Visit us today to start planning your gift for a better tomorrow.
1105 Elm St, Cincinnati, OH 45202, United States -
Joseph C. Bishara
● OpenJoseph C. Bishara - Legal Services with Nearly a Century of Excellence Located at City Centre One, 100 E Federal St #600, Youngstown, OH 44503, United States, Joseph C. Bishara operates under the esteemed RothBlair firm, one of Youngstown's oldest and most respected law firms with roots reaching back nearly 100 years. RothBlair serves individuals, families, and businesses across Mahoning, Columbiana, and Trumbull Counties, as well as Western Pennsylvania and surrounding areas.
City Centre One, 100 E Federal St #600, Youngstown, OH 44503, United States -
Mcnally Co Lpa
● OpenWith a heritage spanning nearly 100 years, McNally Co LPA, formerly known as RothBlair, stands as one of Youngstown's most venerable law firms. Our firm proudly serves individuals, families, and businesses across Mahoning, Columbiana, and Trumbull Counties, extending our expertise to Western Pennsylvania and neighboring regions.
100 E Federal St, Youngstown, OH 44503, United States -
Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedElizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC Located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States, Elizabeth M Van Dyke offers a comprehensive suite of financial advisory services under Ameriprise Financial Services, LLC. Specializing in personalized financial planning and asset management, Elizabeth leverages a robust portfolio of certifications to provide expert advice tailored to meet the unique needs of her clients.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
David Dieter - Ameriprise Financial Services, Inc.
● ClosedDavid 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:
State Rte 5, Cortland, OH 44410, United States -
ATM Machine at OHIO CITY EXPRESS
● OpenWelcome to the ATM Machine at Ohio City Express, your premier destination for all your ATM-related needs in Ohio City, Ohio! Conveniently located at 511 West Carmean Street, Ohio City, Ohio 45874, we offer a comprehensive range of services tailored to both budding entrepreneurs and seasoned investors in the ATM business. ### Discover the ATM Business Advantage Are you exploring the lucrative world of ATM ownership or looking for reliable ATM machines and processing solutions? At Ohio City Express, we help you unlock the secrets to creating a steady stream of passive income through ATM operations. Whether you're interested in owning an ATM or having one placed for free in your store, we provide the insights and resources you need to succeed.
511 West Carmean Street, Ohio City, Ohio 45874, United States -
ATM Machine at Cell Phone Doctor
● OpenWelcome to the ATM Machine at Cell Phone Doctor, your go-to destination for all your ATM needs in Fairfield, Ohio. Conveniently located at 5128 Pleasant Avenue, our facility offers a range of services tailored to meet the needs of both aspiring ATM business owners and existing operators. Whether you're researching the ATM business, looking to purchase ATM machines, or seeking reliable ATM processing solutions, we have you covered. Discover the lucrative world of ATM ownership and learn the secrets that successful ATM machine owners use to generate passive income. By owning or hosting a free ATM at your store, you can save on credit card fees, retain customers, and even earn additional revenue. Our knowledgeable team is here to guide you through every step, from choosing between new or refurbished machines to understanding the importance of selecting the right location for maximum profitability.
5128 Pleasant Avenue, Fairfield, Ohio 45014, United States -
ATM Machine at Style Coach Barber & Beauty Salon
● OpenWelcome to the ATM Machine at Style Coach Barber & Beauty Salon, conveniently located at 2305 Ohio 264 in Cincinnati, Ohio. Our ATM service offers a seamless financial experience right in the heart of your community. Whether you're visiting the salon or simply passing by, our ATM is accessible whenever you need it. Are you interested in the ATM business or looking for ATM machines and processing services? Discover the magic of the ATM business and learn the secrets that ATM owners use to generate a lifetime of passive income. Owning an ATM machine can save you money on credit card fees and stop your customers from going elsewhere. If you own the machine, it can even generate income for you.
2305 Ohio 264, Cincinnati, Ohio 45204, United States -
ATM Machine at Sahara Hookah Lounge
● OpenWelcome to the ATM Machine at Sahara Hookah Lounge, your one-stop destination for all your ATM and finance-related needs in Sharonville, Ohio. Conveniently located at 11137 Reading Road, our business offers a seamless and reliable ATM service experience, ensuring you have easy access to cash whenever you need it. Are you interested in diving into the world of ATMs, or are you looking for ATM machines and processing solutions? Discover the potential of the ATM business and learn the secrets that successful ATM owners use to generate a lifetime of passive income. With our services, you can own or have a free ATM placed in your store, helping you save on credit card fees, retain customers, and even earn money if you choose to own the machine.
11137 Reading Road, Sharonville, Ohio 45241, United States -
Cole Razete - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Cole Razete - Financial Advisor at Ameriprise Financial Services, LLC, located at 6184 Muhlhauser Road, Ohio 45069, United States. Our business is dedicated to providing exceptional financial guidance and wealth management services to individuals and businesses alike. With a commitment to ethics and excellence, we offer a comprehensive array of financial planning services tailored to meet your unique needs. Our expertise is backed by a range of prestigious certifications that demonstrate our commitment to providing the highest level of service. Our financial advisor holds the AAMS™ certification, ensuring an in-depth understanding of asset management, investment strategies, estate planning, and more. We also specialize in providing advice to domestic partners through the ADPA™ designation, offering insights into wealth transfers, federal taxation, and retirement planning.
6184 Muhlhauser Road, Ohio 45069, United States
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