TOP 30 Family wealth management in Ohio

Primerica, located at 7510 Market St UNIT 11, Youngstown, OH 44512, is a reputable insurance agency dedicated to providing comprehensive financial solutions to individuals and families. Specializing in a broad range of insurance products and financial services, Primerica aims to help clients achieve financial security and peace of mind. The knowledgeable and professional team at Primerica is committed to offering personalized service, ensuring that each client's unique needs and goals are met with tailored solutions. Whether you're seeking life insurance, investment guidance, or financial planning, Primerica in Youngstown is your trusted partner for building a secure financial future.

Dr. Richelle Keleman is a dedicated pediatrician serving the Columbiana community at Akron Children's Pediatrics, located in the Firestone Farms TownCenter. With convenient access to expert pediatric care, Dr. Keleman brings a wealth of experience and a compassionate approach to her practice. She is part of a larger network that includes two hospitals, 44 pediatrician offices, 50 primary and specialty locations, and over 1,000 providers throughout Ohio. About Dr. Richelle Keleman:

Melissa DiNardo, MSN, APRN-CNP, is a dedicated healthcare provider specializing in pediatric care located at 6505 Market St, Building A, First Floor, Boardman, OH 44512, United States. As part of Akron Children's Hospital, Melissa offers expert pediatric care with the support of a robust network that includes two hospitals, 44 pediatrician offices, 50 primary and specialty locations, and over 1,000 providers throughout Ohio. Melissa joined the Boardman pediatric practice in 2023, bringing with her a wealth of experience from her undergraduate studies at Kent State University and her graduate studies at Drexel University. Prior to her current role, she served in a teaching capacity at a pediatric practice in Pennsylvania, enriching her expertise in pediatric healthcare.

Primerica Financial Services, located at 200 Carolina Ave, East Liverpool, OH 43920, is a reputable insurance agency dedicated to helping individuals and families achieve their financial goals and secure their future. With a commitment to providing personalized and comprehensive financial solutions, Primerica offers a wide range of services including life insurance, investment opportunities, and debt management strategies. Their team of experienced and knowledgeable agents works closely with clients to understand their unique needs and tailor plans that provide peace of mind and financial stability. Whether you're looking to protect your loved ones with reliable life insurance, plan for retirement, or manage your finances more effectively, Primerica Financial Services in East Liverpool is your trusted partner in navigating the complexities of financial planning.

Ameer Khan, MD is a distinguished medical practice located at 380 Summit Ave, Steubenville, OH 43952, United States. Specializing in comprehensive health care services, Dr. Ameer Khan and his dedicated team are committed to providing top-notch medical care to the local community. As a highly respected physician, Dr. Khan brings a wealth of experience and expertise in diagnosing and treating a wide range of health conditions. Patients can expect compassionate, personalized care tailored to their individual needs. Whether you require routine check-ups, management of chronic illnesses, or specialized medical consultations, Ameer Khan, MD is dedicated to helping you achieve optimal health and well-being. Visit us to experience exceptional medical care in a welcoming and professional environment.

Dr. Samuel D. Licata, MD, is a distinguished healthcare provider specializing in comprehensive medical care. Located at 4000 Johnson Road, 2nd Floor, Trinity Medical Center West, Steubenville, OH 43952, United States, Dr. Licata's practice is dedicated to offering top-tier medical services to the local community. As a seasoned physician, Dr. Licata brings a wealth of experience and expertise in diagnosing and treating a wide range of health conditions. Patients can expect personalized care tailored to their unique needs, ensuring optimal health outcomes. The practice is conveniently situated within Trinity Medical Center West, providing easy access to a full spectrum of medical facilities and services. Whether you require routine check-ups, specialized treatments, or expert medical advice, Dr. Samuel D. Licata, MD, is committed to delivering compassionate and professional healthcare to help you achieve and maintain your best health.

Dr. Angelo N. Georges, MD, located at 3801 Lincoln Ave, Shadyside, OH 43947, is a highly regarded medical practice dedicated to providing exceptional healthcare services to the community. Specializing in internal medicine, Dr. Georges brings a wealth of experience and a compassionate approach to patient care. The practice is committed to promoting wellness, diagnosing and treating a wide range of health conditions, and offering personalized medical attention to each patient. With a focus on preventive care and comprehensive treatment plans, Dr. Angelo N. Georges, MD, ensures that patients receive the highest standard of healthcare in a welcoming and professional environment. Whether you need routine check-ups, chronic disease management, or specialized medical advice, you can trust Dr. Georges and his team to deliver quality care tailored to your individual needs.

Welcome to Western & Southern Life, your trusted insurance agency located at 1226 Southgate Parkway, Cambridge, OH 43725, United States. At Western & Southern Life, we are dedicated to helping you navigate the complexities of planning your financial future, whether it's for personal or business needs. Our extensive range of insurance and financial products are designed to provide you with tailored solutions that align with your specific goals. From life insurance to investment options, we offer a variety of services to help you feel confident about your financial decisions.

Sophia Sundararajan, MD, located at 9000 Mentor Ave Ste 209, Mentor, OH 44060, is a distinguished medical practice dedicated to providing comprehensive healthcare services. As a highly respected physician, Dr. Sundararajan brings a wealth of experience and a compassionate approach to patient care. The practice specializes in a range of medical services, ensuring personalized and attentive treatment for each patient. At this conveniently situated clinic in Mentor, OH, patients receive top-notch care in a welcoming and professional environment. Dr. Sundararajan and her team are committed to addressing the health concerns of their community with expertise and empathy, making it a trusted destination for medical needs. Whether you require routine check-ups, management of chronic conditions, or specialized medical advice, Sophia Sundararajan, MD, is dedicated to helping you achieve optimal health and well-being.

Timotheus Watson, MD - Expert Pediatric Cardiology in Warren, OH Located at 5000 E Market St Suite 29, Warren, OH 44484, Timotheus Watson, MD, is a trusted provider of specialized pediatric cardiology care. As part of Akron Children's Hospital, Dr. Watson is dedicated to offering top-tier medical care for children throughout Ohio.

Douglas Potoka, MD, is a distinguished pediatric surgeon practicing at Akron Children's Pediatric Surgery located at 6505 Market St, Building A, Boardman, OH 44512, United States. With a primary focus on general and thoracic pediatric surgery, Dr. Potoka also specializes in trauma and neonatal surgery. Having started his medical career in 2005 and joined Akron Children’s in 2020, Dr. Potoka brings a wealth of experience and expertise to his practice. Dr. Potoka is a graduate of Carnegie Mellon University and Johns Hopkins University School of Medicine. He completed his residency at the University Health Center of Pittsburgh and a pediatric surgery fellowship at UPMC Children’s Hospital of Pittsburgh. He is certified by the American Board of Surgery in both general and pediatric surgery and is an active member of several prestigious professional organizations, including the American Pediatric Surgical Association, the American Academy of Pediatrics, and the American College of Surgeons. Throughout his career, Dr. Potoka has contributed to numerous publications and presentations on surgical topics and has been an academic speaker and lecturer at various national and regional meetings and universities.

At 3 Daughters Construction, LLC, we pride ourselves on delivering exceptional roofing services across the Cleveland Metro Area. Established in 2013, our owners bring over 25 years of roofing experience to every project, ensuring top-notch quality and expertise. We specialize in both commercial and residential roofing, offering a wide range of services that include roof repairs, replacements, and insurance restorations.Our Commitment:Integrity is the cornerstone of our business. We are dedicated to helping our neighbors and benefiting the community to the best of our ability. Our commitment goes beyond providing exceptional roofing services; we actively volunteer in the community, offering our time and resources wherever needed. For us, it's about building a legacy of trust and reliability.A Family Legacy in Professional Roofing:Since our founding in 2013, we've been a proud family-owned business rooted in the heart of Lake County. Our founder, David A. Reed, has over 25 years of roofing experience, ensuring that every project benefits from a wealth of knowledge and expertise. Our team is dedicated to serving all our clients with the utmost professionalism and care.Customer Testimonials:- "Great guys who were professional, efficient, and thorough. Did a very nice job." - "We are exceptionally pleased with Dave Reed and 3 Daughters Construction, LLC for their thoroughness, attention to detail, professional roofing knowledge, and quality of work done within the agreed-upon time frame. A definite 5-star job!" - "I would recommend them without hesitation. They are a great company to work with."

Sherwin-Williams Commercial Paint Store - Boardman, OH Location: 4040 South Ave, Boardman, OH 44512, United States

Peachy Travel Company originated from Stephanie's passion for crafting extraordinary vacation experiences for her close friends and family. With the unwavering support and encouragement from her husband Nathan, what began as a casual endeavor has blossomed into a thriving business. Today, Peachy Travel Company boasts a growing team of dedicated independent travel advisors who are committed to delivering exceptional travel experiences tailored to your desires.Our mission is to forge lasting relationships and create memories that you and your loved ones will cherish for years to come. We invite you to welcome Peachy Travel Company into your family's journey and let us handle the intricate details of your travel plans, ensuring you enjoy a seamless and delightful experience.Our Services:Whether you're dreaming of a luxurious cruise, seeking comfortable accommodations, or desiring a custom travel package, Peachy Travel Company has you covered. Our travel specialists work directly with leading companies to secure the best deals, ensuring your trip is both memorable and cost-effective. Simply tell one of our experts where you want to go, and we'll take care of the rest.Why Choose Us:- Experienced Advisors: With over 25 years of combined experience in travel and customer service, our advisors have explored destinations across the Eastern, Western, and Southern Caribbean, Hawaii, Mexico, the continental US, and many more. We specialize in custom travel packages, including cruises, all-inclusive resorts, and Florida theme parks. - Personalized Service: Your happiness is our priority. We strive to ensure that every aspect of your travel experience exceeds your expectations. If you have questions about our services or need assistance, our team is always here to help.- Passion for Travel: Stephanie, our founder, has been a travel advisor since 2019, turning her love for travel into a profession. Her favorite destination is the Caribbean, where she enjoys the sandy beaches accessed by cruise or plane. Alongside her, our team members share the same enthusiasm for travel, making them experts in crafting perfect vacations within your budget.- Cultural Immersion: We believe that travel is not just about visiting new places, but also about experiencing new cultures. Our advisors have traveled extensively across Southeast Asia, Europe, the US, and the Caribbean, and they bring this wealth of experience to every trip they plan.

Ohio Life Insurance, located at 1985 W Henderson Rd, Columbus, OH 43220, is a trusted insurance agency dedicated to providing comprehensive life insurance solutions to individuals and families in the Columbus area. With a commitment to personalized service, Ohio Life Insurance offers a range of policies tailored to meet the unique needs and financial goals of their clients. Whether you are looking to secure your family's future, plan for retirement, or ensure peace of mind, their experienced team is here to guide you through the process with expert advice and exceptional customer care. At Ohio Life Insurance, protecting what matters most to you is their top priority.

Thompson Kathy is a reputable law firm situated at 8090 Market St, Youngstown, OH 44512, United States. Specializing in a broad range of legal services, this firm is dedicated to providing expert legal counsel and representation to its clients. With a commitment to personalized service and a deep understanding of the law, Thompson Kathy ensures that each client's unique needs are met with professionalism and integrity. Whether you require assistance in family law, personal injury, estate planning, or other legal matters, you can trust Thompson Kathy to deliver knowledgeable and compassionate support. Visit their office or contact them to schedule a consultation and experience the difference of having a dedicated legal advocate on your side.

Welcome to Brookfield Acres Manufactured Home Community, a unique and welcoming neighborhood located at 479 Warner Rd, Brookfield Township, OH 44403, United States. Specializing in lodging, real estate, and RV park services, Brookfield Acres is designed with the convenience and comfort of our residents in mind. Our experienced and professional management team handles the day-to-day operations, allowing you to relax and enjoy the beautifully landscaped grounds and contemporary amenities. Whether you're looking for a permanent residence or a seasonal getaway, our community offers a variety of options to suit your needs.

With 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.

Dominic R Leone Attorneys, led by the esteemed Leone Dominic R, is a reputable legal practice located at 4 State St, Struthers, OH 44471, United States. Specializing in finance law, this law firm is dedicated to providing expert legal services to individuals and businesses within the community. With a strong commitment to client satisfaction, Dominic R Leone Attorneys offers personalized consultations and tailored legal strategies to address a wide range of financial legal matters. Whether you require assistance with financial disputes, regulatory compliance, or financial planning, the experienced team at Dominic R Leone Attorneys is equipped with the knowledge and expertise to guide you through complex legal landscapes. Trust in their professional, client-focused approach to navigate your financial legal challenges with confidence and clarity.

Welcome to Allen Dye - State Farm Insurance Agent, your trusted insurance partner located at 2744 Parkman Rd NW, Warren, OH 44485, United States. As a State Farm Agent since 1978, Allen Dye brings a wealth of experience and a deep commitment to the Warren community, where he has been a long-time resident. At our agency, we understand the importance of protecting what matters most to you. With August marking the back-to-school season, it's an ideal time to review your insurance needs, especially if you or someone you know is moving into an off-campus apartment. Did you know that a landlord's insurance typically doesn't cover your personal belongings? We offer comprehensive renter’s insurance to ensure your possessions are protected. Contact us today for a free renters quote!

At Kimberly Powell - Financial Advisor, Ameriprise Financial Services, LLC, we prioritize your financial well-being by focusing on what matters most to you. Whether your goals include planning for retirement, funding education, or making a significant purchase like a second home, we are here to guide you every step of the way. Our services encompass investment strategies, asset allocation, and portfolio recommendations tailored to your individual goals and personal risk tolerance. We believe in a comprehensive approach to financial planning, which includes documenting your goals, regular reviews, progress analysis, and updating your strategy as life evolves. You can access your investments and accounts anytime, from any device, ensuring you stay on track towards achieving your financial objectives.

Financial Care Partners, a branch of Ameriprise Financial Services, LLC, is dedicated to helping clients in Cortland, OH, achieve their financial goals. Our team of experienced financial advisors provides personalized financial planning and investment services tailored to meet the unique needs of each individual and family.

Bridgestreet Financial Services LLC Located at 2751 Overlook Dr, Twinsburg, OH 44087, Bridgestreet Financial Services LLC is your trusted partner in financial planning and advisory services. As a premier finance company, we specialize in providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced financial advisors is committed to helping individuals, families, and businesses achieve their financial goals through comprehensive planning and strategic investment management.

Balanced Financial Concepts is a premier financial services firm located at 30505 Bainbridge Rd #160, Cleveland, OH 44139, United States. Specializing in comprehensive financial planning and wealth management, our dedicated team of professionals is committed to helping individuals, families, and businesses achieve their financial goals. We offer a wide range of services, including investment advisory, retirement planning, tax strategies, estate planning, and risk management. At Balanced Financial Concepts, we pride ourselves on delivering personalized solutions tailored to each client's unique financial situation. Our mission is to provide expert guidance, foster financial literacy, and build long-lasting relationships based on trust and integrity. Visit us today to start your journey towards financial stability and prosperity.

Tim Bonar - Financial Advisor, Ameriprise Financial Services, LLC Located at 30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124, United States, Tim Bonar provides expert financial advisory services under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad array of financial solutions, Tim Bonar is dedicated to helping clients achieve their financial aspirations, whether it involves buying a new home, renovating an existing one, making a major purchase, or managing cash flow.

McFadden Bushnell is a reputable law firm located in Shaker Heights, Ohio, dedicated to providing exceptional legal services to its clients. Situated at 20600 Chagrin Blvd, Ste 805, this firm is conveniently positioned to serve the legal needs of individuals and businesses in the Greater Cleveland area. Specializing in a wide range of legal areas, McFadden Bushnell is committed to delivering personalized and effective solutions tailored to each client's unique situation. With a team of experienced and knowledgeable attorneys, the firm is known for its professionalism, integrity, and dedication to achieving the best possible outcomes for those they represent. Whether you require assistance with personal legal matters or complex business issues, McFadden Bushnell stands ready to offer expert guidance and support.

Financial Wellness Partners is a trusted name in the financial and insurance sectors, offering comprehensive advisory services to help you navigate the complexities of financial planning and retirement. Conveniently located in Beachwood, Ohio, our team is dedicated to providing personalized financial solutions tailored to meet your individual and business needs.Our Services:We specialize in Securities and Retirement Plan Consulting, offering advisory services through LPL Financial, a Registered Investment Advisor and Member of FINRA / SIPC. Additionally, we provide other advisory services through Stratos Wealth Partners, Ltd., ensuring a broad spectrum of financial planning and wealth management solutions.Collaborative Approach:At Financial Wellness Partners, we believe in a collaborative approach to financial wellness. While we offer expert guidance, we recognize the importance of your role in the decision-making process. Our services are designed to empower you with the knowledge and tools needed to make informed choices about your financial future.Independence and Integrity:We operate as separate entities from LPL Financial, Stratos Wealth Partners, and Smooth 401k, ensuring that our advice remains unbiased and in your best interest. Our commitment to integrity means that we do not provide specific recommendations regarding third-party service providers, emphasizing the importance of your discretion in selecting the right partners for your plans.Why Choose Us:- Expertise: Our team of experienced advisors is well-versed in the nuances of financial planning and retirement consulting. - Personalization: We tailor our services to meet your unique financial goals and circumstances. - Trust: As members of FINRA / SIPC, we adhere to the highest standards of financial industry practices.

UBS Financial Services Inc., located at 30050 Chagrin Blvd Suite 200, Pepper Pike, OH 44124, is a premier financial services firm dedicated to helping clients achieve their financial goals. Specializing in wealth management, investment strategies, and financial planning, UBS Financial Services Inc. provides personalized solutions tailored to meet the unique needs of individuals, families, and businesses. Their team of experienced financial advisors offers expertise in a wide range of services including asset management, retirement planning, and estate planning. Committed to excellence and client satisfaction, UBS Financial Services Inc. is your trusted partner in navigating the complexities of the financial world and securing a prosperous future.

Berthel Fisher & Co, located at 1023 Bunker Hill Rd, Ashtabula, OH 44004, is a distinguished financial services firm dedicated to providing comprehensive financial solutions to individuals and businesses. Specializing in a wide array of financial services, including investment advisory, retirement planning, wealth management, and insurance products, Berthel Fisher & Co is committed to helping clients achieve their financial goals. With a team of experienced financial professionals, the firm offers personalized strategies tailored to meet each client's unique needs and objectives. Known for their integrity, expertise, and client-focused approach, Berthel Fisher & Co has established itself as a trusted partner in the community for all financial planning and investment needs. Whether you are looking to secure your financial future, grow your investments, or protect your assets, Berthel Fisher & Co is here to guide you every step of the way.

Patituce & Associates, LLC is led by Joseph Patituce, one of only 13 board-certified specialists in the state of Ohio. Our firm is renowned for its ability to handle complex criminal matters at every stage of the justice process. From initial consultation to trial and post-conviction relief, we are committed to protecting our clients' rights and achieving favorable outcomes. Services Offered: