Family office financial planning in Ohio

Schooley Eric M is a reputable law firm located at 1850 Ohio 187 in London, Ohio, United States. Specializing in various legal services, the institution offers expert advice and representation in a wide range of legal matters. With a focus on professionalism and client satisfaction, Schooley Eric M is dedicated to providing top-notch legal services to individuals and businesses in the London area. Contact them today for all your legal needs.

AlerStallings LLC, located at 270 Bradenton Avenue in Dublin, Ohio, is a law firm specializing in Elder Law and Estate Planning services for individuals in Dublin, Columbus, and the surrounding areas. The dedicated team of attorneys at the Columbus office are ready to help clients protect their assets from taxes, long-term care, and probate. They also assist with probate, creditors, and taxes when a loved one passes away. The VA-accredited attorneys at AlerStallings can help clients receive all eligible services. To schedule a no-commitment conversation, clients can fill out a form on the website or call 614.798.9800. It is important to note that using the website tool does not establish an attorney-client relationship, and confidential information should not be sent through the form. Let AlerStallings help protect your family's future.

Buechner Haffer Meyers & Koenig Co., LPA, located at 221 East 4th Street in Cincinnati, Ohio, is a trusted institution offering services in accounting, finance, and legal matters. With over 40 years of experience, they have helped clients find solutions in various areas such as estate planning, business succession, divorce, personal injury cases, and more. Their team of experts operates with the highest integrity and comprehensive subject matter expertise, providing clients with the guidance and support they need. Whether you are looking for assistance with business ventures, family trust & estate planning, or personal representation needs, BHMK Law is there to help. They are dedicated to finding creative solutions for everyday anxieties and complex legal problems, making them a valued partner in your success. Contact BHMK today to find the solution you need for your financial and legal matters.

Arthur W. Harmon, Jr. Attorney at Law LLC is a legal institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. Specializing in personal injury, family law, and probate-estate cases, our experienced attorney is dedicated to providing legal expertise that you can rely on. Our law firm takes a personalized approach to each case, analyzing the individual circumstances to determine the most effective course of action. Whether your case requires a negotiated settlement or a more aggressive approach, we will protect and defend your best interests. Our goal is to settle your case quickly and with minimal financial and emotional distress.

Portsmouth City Income Tax is a local government office located at 605 Washington Street in Portsmouth, Ohio, United States. Specializing in accounting and finance, our institution is dedicated to providing the best services for our community. Our park properties offer numerous greenspaces that enhance the quality of life for residents. Education is a key focus, empowering individuals to make informed decisions and support democracy. Our team of professionals, including members of the local government, work tirelessly to ensure the success and prosperity of Portsmouth. With cutting-edge technology and a focus on innovation, we are able to conduct business on a global scale while maintaining the charm of a small city. Portsmouth offers a perfect blend of work and play, with a variety of outdoor activities, entertainment options, and cultural experiences. Come and discover why Portsmouth is the best place to live, work, and play for you and your family!

Brad Vitucci - Morgan Stanley is a leading financial institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. Specializing in providing expert financial advice and investment services, our team at Morgan Stanley is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, we strive to deliver top-tier financial services to individuals, families, and businesses. Trust Brad Vitucci - Morgan Stanley to provide you with the guidance and expertise needed to navigate the complex world of finance with confidence.

Linn Cliff G is a reputable law firm located at 10810 Indeco Drive in Blue Ash, Ohio. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in the United States. From personal injury cases to estate planning and business law, Linn Cliff G is committed to delivering top-notch legal representation and personalized attention to each client. Contact them today for expert legal assistance.

Doug Yglesias - State Farm Insurance Agent is an insurance agency located at 3040 Riverside Drive in Columbus, Ohio, United States. Situated in Upper Arlington just North of Grandview, this agency is dedicated to helping clients with their auto insurance, business insurance, small business insurance, contractor's insurance, commercial auto insurance, homeowner's insurance, life insurance, renters' insurance, and other insurance needs. The agent, Doug Yglesias, transitioned from a Global Corporation to start his State Farm office in Columbus. His office is conveniently located in the heart of the city, making it easily accessible from various neighborhoods including Dublin, Westerville, Grove City, Hill Top, Bexley, Gahanna, Delaware, Italian Village, Canal Winchester, New Albany, Hilliard, and even Dayton. Doug is committed to serving individuals, families, friends, and businesses in the community.

Berki Law Group, located at 5077 Waterford Drive in Sheffield, Ohio, is a comprehensive and dedicated law firm specializing in domestic, criminal, and personal injury legal matters. Our experienced team provides personalized attention to each client, ensuring that their needs are met from start to finish. Specializing in domestic and family law, we handle cases such as divorce, child custody, adoption, and more, with a focus on Lorain County to provide efficient and effective representation. Our team understands the emotional impact of these cases and will fight aggressively for a resolution that meets your expectations.

Located at 3522 Manchester Road in Akron, Ohio, Ron Koehler is a trusted estate planning attorney dedicated to helping individuals secure their financial future and provide peace of mind for their loved ones. With over thirty years of experience in estate planning and probate law, Ron specializes in crafting trusts, wills, and other estate planning strategies to ensure a seamless transition for beneficiaries. His expertise in Ohio estate laws allows him to provide accurate guidance tailored to each client's specific needs. At Ron Koehler's office, clients can expect cost-effective solutions and personalized service to meet their estate planning requirements. Whether it's drafting a will, setting up a trust, or creating a Power of Attorney document, Ron and his team are committed to safeguarding your legacy and protecting your loved ones. In times of loss, their expertise in estate administration simplifies the process and relieves the administrative burden, allowing families to focus on healing and remembering their loved ones.

Linda Hoffmann is a reputable law firm located at 273 Main Street in Wadsworth, Ohio, United States. Specializing in a wide range of legal services, the dedicated team at Linda Hoffmann is committed to providing expert guidance and representation to clients in need of legal assistance. With a strong reputation for professionalism and integrity, Linda Hoffmann is a trusted partner in navigating the complexities of the legal system. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Linda Hoffmann is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.

Fox Richard L is a reputable law firm located at 122 South Wooster Avenue in Strasburg, Ohio. Specializing in various legal matters, the team at Fox Richard L is dedicated to providing top-notch legal services to clients in need. With years of experience and a strong track record of successful cases, you can trust Fox Richard L to handle your legal needs with professionalism and expertise. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Fox Richard L is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Bixler Moore, LLC is a law firm located in Canton, Ohio that specializes in estate planning, elder law, real estate, and business planning. The firm is dedicated to helping families protect their loved ones and assets through thoughtful planning. They offer easy solutions to get estate plans in order, avoid probate, and protect assets from nursing home costs. The team at Bixler Moore can help answer important questions such as how to ensure assets go to the right people, how to make medical and financial decisions if incapacitated, how to pay for long-term care, and how to care for a child with special needs. They can also assist with settling estates, administering trusts, structuring assets to protect against nursing home costs, maximizing Medicaid benefits, and setting up trusts for children.

Timothy Hart Attorney at Law is a reputable legal institution located at 4030 Ohio 43 in Kent, Ohio, United States. Specializing in finance law, Timothy Hart is a skilled and experienced attorney who provides expert legal counsel and representation to clients in need of financial guidance. With a commitment to professionalism and client satisfaction, Timothy Hart Attorney at Law is dedicated to helping individuals navigate complex financial matters with ease and confidence. Whether you are seeking legal advice for personal finance issues or require representation in a financial dispute, Timothy Hart Attorney at Law is here to assist you every step of the way.

At Bixler Moore, LLC, located at 318 East Main Street in Louisville, Ohio, our team of experienced lawyers is dedicated to helping families protect their loved ones and assets through thoughtful planning. We specialize in estate planning, elder law, real estate, and business planning, with a focus on avoiding probate and maximizing benefits such as Medicaid assistance. Our team consists of skilled attorneys like Tim, who is licensed to practice law in Ohio and the United States Federal Court for the Northern District of Ohio. Tim's expertise lies in estate planning and elder care planning, helping seniors find ways to pay for long-term care while also handling real estate and business succession planning matters.

Clemans, Nelson & Associates is a reputable institution located at 1541 Allentown Road in Lima, Ohio, United States. We are dedicated to providing top-notch financial and investment services to our clients. Our team of experienced professionals offers personalized guidance and strategies to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth preservation, Clemans, Nelson & Associates is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

CLA (CliftonLarsonAllen) is a reputable institution located at 1785 Indian Wood Circle in Maumee, Ohio, United States. Specializing in accounting and finance, CLA offers a wide range of services to individuals and businesses. CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, provides investment advisory services. As a member of the CLA Global network, CLA (CliftonLarsonAllen LLP) is part of an international organization of independent accounting and advisory firms. Please note that CLA Global Limited, a UK private company limited by guarantee, does not provide accountancy services to clients. CLA (CliftonLarsonAllen LLP) operates independently and is not an agent of any other member firm within the CLA Global network. The institution is committed to providing high-quality services and upholding the highest standards of professionalism in the field of accounting and finance.

CMC Investment Inc is a reputable accounting and finance institution located at 119 East Johnson Street in Upper Sandusky, Ohio, United States. Our team of experts provides top-notch financial services to individuals and businesses, helping them manage their investments and finances effectively. With a strong commitment to excellence and professionalism, CMC Investment Inc is dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about our services and how we can assist you with your financial needs.

Daven Primm - State Farm Insurance Agent is located at 4640 Richmond Road in Warrensville Heights, Ohio, United States. As an insurance agency, we offer a wide range of services to protect you, your family, and your assets. From auto and home insurance to business, motorcycle, boat, and life insurance, we have you covered. Our team is dedicated to providing personalized service and creating a Personal Price Plan tailored to your needs. Spring is here, and it's time to enjoy the bloom and the rain. At Primmsurance, we aim to make insurance simple and easy for you. We offer new perspectives and simple options to meet your insurance needs. Our goal is to change the status quo mindset around insurance and financial services, one person at a time.

Clouse Law Firm Co., LPA is a prestigious and dynamic legal institution located at 423 Reading Road in Mason, Ohio. Established in 2008, the firm specializes in a variety of legal disciplines and is led by Ms. Clouse, who has been recognized as a Rising Star by Ohio Super Lawyers in 2016. Ms. Clouse works closely with clients to provide exceptional legal services tailored to their individual needs. The firm offers a range of services and can be contacted at the main office number 937-748-8085 or the South Office at 5155 Financial Way in Mason. With a track record of achieving remarkable results for clients, Clouse Law Firm Co., LPA is a trusted choice for legal representation.

Greg Rodi - State Farm Insurance Agent is a local insurance agency located at 215 West Garfield Road in Aurora, Ohio. Greg and his team offer personalized customer service to help with auto, home, small business, and life insurance options. They proudly serve Portage and Geauga counties and the surrounding areas. Greg Rodi began his career in the insurance industry in 2007 with a mission to help families secure the policies they need. As a proud husband and father of two children, Greg values spending time with his family and friends, listening to music, working out, and running.

Gerber & Mitchell is a well-established institution located at 109 South High Street in Dublin, Ohio, United States. With a reputation for excellence in providing financial services, Gerber & Mitchell offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized advice and strategic planning. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Gerber & Mitchell is committed to providing you with the expertise and guidance you need to succeed. Visit their office today to learn more about how they can help you secure your financial future.

Strauss Troy Attorneys at Law is a reputable institution located at 150 East 4th Street in Cincinnati, Ohio. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch legal representation for our clients. Whether you require assistance with corporate law, real estate transactions, litigation, tax matters, family law issues, or criminal defense, we have the expertise to handle your case with precision and care. At Strauss Troy, we pride ourselves on our proactive, practical, and personal approach to legal services. Our team works together seamlessly to provide comprehensive solutions to our clients, ensuring that their needs are met with the highest level of professionalism and dedication. We believe in building strong, long-term relationships with our clients, and we strive to exceed their expectations with every interaction.

MWB CPAs is a reputable accounting and finance institution located at 1241 Nagel Road in Cincinnati, Ohio, United States. Our team of experienced certified public accountants offers a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, MWB CPAs is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Located at 300 West 4th Street in Cincinnati, Ohio, the Gudorf Law Group, LLC is a trusted institution specializing in accounting, finance, and legal services. With a focus on estate planning and elder law, their experienced team of attorneys has been helping individuals, families, farms, and businesses in Ohio plan for the future since 1992. The Gudorf Law Group team includes attorneys who are board certified by the Ohio State Bar Association in Estate Planning, Trust, and Probate Law, showcasing their expertise in the field. They offer personalized services to help clients navigate complex estate law, asset protection, and elder law needs, ensuring a secure future for themselves and their loved ones.

Steel & Company Law Firm is a dedicated legal institution located at 2950 West Market Street in Fairlawn, Ohio, United States. As a team of experienced lawyers, we understand that legal matters can be complex and overwhelming. That's why we strive to provide clear and understandable guidance to our clients. Whether you need assistance with bankruptcy, business formation, estate planning, or other legal matters, we are here to help. For individuals facing financial difficulties, we specialize in Chapter 7 and Chapter 13 bankruptcy cases. We also assist businesses with Chapter 11 bankruptcy proceedings to help them reorganize their debts and preserve their enterprise value. Additionally, we offer services for business formation, transactions, contracts, and other general legal matters to support the growth and success of your business.

Demarchi & Associates is a renowned accounting and finance institution located at 925 Euclid Avenue in Cleveland, Ohio. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their dedication to providing quality service and personalized solutions sets them apart in the industry. Whether you are looking for help with your personal finances or need assistance with complex business accounting, Demarchi & Associates is here to help you achieve your financial goals.

Robert Nemeth, CPA/ABV, CVA, CDFA, CFE is a reputable accounting and finance institution located at 6155 Rockside Road, Cleveland, Ohio, United States. As part of Apple Growth Partners (AGP), they offer award-winning services with over 80 years of experience in providing creative solutions for healthy and sustainable growth. Their range of services includes tax planning and compliance, audit and assurance, business valuation, litigation consulting, fraud prevention, and more. With a team of over 130 employees, they work with privately held businesses across the Great Lakes region, with office locations in Akron, Canton, Charlotte, Chicago, Cleveland, and Schaumburg. Their mission is to champion the Healthy Growth® of their clients, employees, and communities through exceptional service and authenticity. Clients have praised them for their competence, professionalism, and ease to work with. For more information, contact them at 866-67-APPLE or visit their offices in Illinois, North Carolina (AGPN, PLLC), and Ohio.

Barnes Wendling CPAs is a leading accounting, tax, and advisory firm located at 1350 Euclid Avenue in Cleveland, Ohio, United States. Our team of professionals specializes in serving privately-held businesses across various industries such as construction, real estate, manufacturing, distribution, service enterprise, and non-profit organizations. We also provide services for family offices and individuals with high-net worth. At Barnes Wendling CPAs, we are committed to helping our clients build and maintain their net worth through our unique BRISE Model. This model allows us to create customizable plans to help grow and preserve our clients' wealth. Our comprehensive approach includes identifying strengths and weaknesses in businesses to improve performance, value, and profitability.

Ivan Mahovlic, CPA, MTax is a reputable accounting and finance institution located at 1540 West Market Street in Akron, Ohio, United States. As a part of Apple Growth Partners (AGP), they offer award-winning accounting and business advisory services with over 80 years of experience in providing creative solutions for healthy, sustainable growth. Their team of over 130 employees specializes in tax planning and compliance, audit and assurance, business valuation, litigation consulting, ESOPs, fraud prevention, family office services, and transaction advisory for privately held businesses. With office locations in Akron, Canton, Charlotte, Chicago, Cleveland, and Schaumburg, AGP extends their services to clients across the Great Lakes region. Their professionals have expertise in various industries such as employee benefit plans, bookkeeping, auto dealerships, manufacturing, construction, real estate, restaurants, and not-for-profits. AGP's mission is to champion the Healthy Growth® of their people, clients, and communities through authenticity, exceptional service, and mutual care. Clients have praised AGP for their competence, professionalism, and collaborative approach to business partnerships. For more information or to inquire about their services, you can contact them toll-free at 866-67-APPLE.