Expert estate planning services in Cortland, Ohio
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Guidelight Financial Group - Ameriprise Financial Services, LLC
● ClosedGuidelight Financial Group - Ameriprise Financial Services, LLC, located at 3378 State Route 5 in Cortland, Ohio, is a trusted wealth management company that puts clients and their goals at the forefront of their services. With a team of experienced financial advisors, Ameriprise offers digital tools for easy access to investments and personalized financial planning. As one of the 2022 Most Trusted Wealth Management Companies, Ameriprise is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or invest for the future, Ameriprise Financial Services is here to provide expert guidance and support. Contact us today for a consultation to discuss what matters most to you and your financial future. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for your investments.
3378 State Rte 5, Cortland, OH 44410, United States -
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAustin 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.
3378 State Rte 5, Cortland, OH 44410, United States -
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas 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.
3378 State Rte 5, Cortland, OH 44410, United States -
Laurie Gerdy - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLaurie Gerdy - 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 range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. Some of the certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. Advisors at Laurie Gerdy are trained to help clients make informed decisions and achieve their financial goals. Whether you are looking for retirement planning, investment advice, estate planning, or assistance with domestic partnership finances, Laurie Gerdy has a team of qualified professionals to help you navigate the complex world of finance.
3378 State Rte 5, Cortland, OH 44410, United States -
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCynthia 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.
3010 State Rte 5 a, Cortland, OH 44410, 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 -
Gessner & Platt Co., L.P.A.
● ClosedGessner & Platt Co., L.P.A. is a respected law firm located at 212 West Main Street in Cortland, Ohio. With a team of skilled and experienced lawyers, they provide expert legal services to clients in the United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, Gessner & Platt Co., L.P.A. is dedicated to advocating for their clients' rights and achieving favorable outcomes. Trustworthy, reliable, and professional, this institution is committed to providing top-notch legal representation to those in need.
212 W Main St, Cortland, OH 44410, United States -
Law Office of John C. Grundy
● ClosedThe Law Office of John C. Grundy is a reputable legal institution located at 3578 Niles Cortland Road Northeast in Cortland, Ohio. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney John C. Grundy provides expert legal representation to clients in the United States. With a commitment to excellence and a dedication to serving the needs of his clients, John C. Grundy and his team offer professional and personalized legal services to help individuals navigate the complexities of the legal system.
3578 Niles Cortland Rd NE, Cortland, OH 44410, United States -
Flevares, William M.
● ClosedFlevares, William M. is a reputable law firm located at 1064 Niles Cortland Road Northeast in Warren, Ohio. Specializing in various legal matters, the institution is known for providing expert legal advice and representation to clients in the United States. With a focus on professionalism and client satisfaction, Flevares, William M. is dedicated to helping individuals navigate the complexities of the legal system with ease. Trustworthy and experienced, this institution is a reliable choice for anyone seeking legal assistance in Warren, Ohio.
1064 Niles Cortland Rd NE, Warren, OH 44484, United States -
Attorney Michael Walton, at Gessner & Platt CO. L.P.A.
● ClosedAttorney 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.
212 W Main St, Cortland, OH 44410, United States -
Brooker William H
● OpenBrooker William H is a reputable law firm located at 197 West Main Street in Cortland, Ohio. Specializing in various areas of law, the firm offers expert legal services to individuals and businesses in the United States. With a team of experienced lawyers, Brooker William H is dedicated to providing top-notch legal representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, the professionals at Brooker William H are here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
197 W Main St C, Cortland, OH 44410, United States -
Elevate Property Solutions
● ClosedElevate Property Solutions is a premier painting institution located at 128 Myrtle Avenue in Cortland, Ohio. With a team of skilled and experienced painters, we offer top-notch painting services for residential and commercial properties. From interior to exterior painting, our team ensures high-quality workmanship and attention to detail. Elevate your property's aesthetic appeal with our professional painting services.
128 Myrtle Ave, Cortland, OH 44410, United States -
Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™
● OpenEdward 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.
1889 Niles Cortland Road NE, Warren, OH 44484, United States -
Ross Maiorca & Associates Inc
● OpenRoss Maiorca & Associates Inc is a reputable accounting and finance institution located in Cortland, Ohio. With a commitment to providing top-notch financial services to individuals and businesses alike, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Ross Maiorca & Associates Inc is here to provide expert guidance and support. Visit us at 2202 Niles Cortland Road Northeast to learn more about how we can help you manage your finances effectively.
2202 Niles Cortland Rd NE # C, Cortland, OH 44410, United States -
New York Life
● ClosedNew York Life, located at 405 Niles Cortland Road Southeast in Warren, Ohio, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance on investment strategies, estate planning, and insurance solutions for employees, executives, and business owners. They have a diverse workforce that reflects the communities they serve, and are committed to giving back through charitable donations and volunteer efforts.
405 Niles Cortland Rd SE, Warren, OH 44484, United States
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