![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Financial advisor cfp in Independence, OH
15 results found
A convenient service for searching for businesses, places and services
Elsass Financial Group
Elsass Financial Group, located at 3736 Boardman-Canfield Road in Canfield, Ohio, is a finance institution that provides quality financial plans tailored to their clients' wants, needs, and goals. The institution is proud to announce that they now have three CFP® Professionals, including Elizabeth Randall-Dodd who recently passed the certification requirements to earn her CFP® certification. President Karl Elsass and Vice President Kevin Chiu are dedicated to providing objective and value-driven service to their clients, focusing on helping individuals, families, and businesses achieve their financial goals. Securities are offered through Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. Elsass Financial Group is committed to providing accurate and comprehensive information to their clients, ensuring transparency and trust in every interaction.
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Providence Financial Services
Providence Financial Services, located at 1154 Linda Street in Rocky River, Ohio, is a trusted finance institution founded by Sandria M. Calio, a CPA/PFS, CFP® with over 20 years of experience. Specializing in independent financial planning and wealth management, Providence offers personalized and objective counsel to clients both locally and globally. As a registered investment adviser in Ohio, Providence Financial Services provides educational resources and strategic guidance to help clients navigate the complexities of investing and financial planning. Be sure to consult with a qualified financial adviser or tax professional before making any investment decisions.
Edward Jones - Financial Advisor: Blake A Sizemore, CFP®
Edward Jones - Financial Advisor: Blake A Sizemore, CFP® is a reputable finance institution located at 400 Independence Drive in Napoleon, Ohio, United States. With a focus on providing personalized financial planning services, Blake A Sizemore, a Certified Financial Planner®, is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Blake A Sizemore, CFP® offers expert guidance and support to help you make informed financial decisions. Visit their office today to start planning for a secure financial future.
Gloria Sheline, CFP
Gloria Sheline, CFP is a reputable financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in comprehensive financial planning services, Gloria Sheline, CFP is led by a team of certified financial professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, this institution provides tailored financial solutions to individuals and businesses alike. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Gloria Sheline, CFP is committed to providing top-notch financial services to meet your needs.
Christopher A Wysong - Financial Advisor, Ameriprise Financial Services, LLC
Christopher A Wysong is a financial advisor at Ameriprise Financial Services, LLC located at 60 Rhoads Center Drive in Centerville, Ohio, United States. Christopher 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®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Christopher is dedicated to providing comprehensive and specialized financial services to clients, including those in the military community. Contact Christopher A Wysong for expert financial advice and personalized wealth management strategies.
Nancy L Vesel - Financial Advisor, Ameriprise Financial Services, LLC
Nancy L Vesel is a Financial Advisor at Ameriprise Financial Services, LLC located at 4401 Rockside Road in Independence, Ohio, United States. Nancy is a certified professional with various designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Nancy provides expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and insurance products, Nancy is dedicated to helping clients achieve their financial goals and secure their financial futures.
John Marics - Financial Advisor, Ameriprise Financial Services, LLC
John Marics is a Financial Advisor at Ameriprise Financial Services, LLC located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. John Marics holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®), John Marics is dedicated to providing comprehensive financial planning services to his clients. With a focus on ethical practices and ongoing education, John Marics is committed to helping individuals achieve their financial goals.
Rosalie Scafidi - Financial Advisor, Ameriprise Financial Services, LLC
Rosalie Scafidi is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. Rosalie 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Rosalie's expertise in asset management, investment strategies, retirement planning, estate planning, insurance products, and more. Rosalie is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and families with special needs. With a focus on ethical practices and continuing education, Rosalie Scafidi is dedicated to helping clients achieve their financial goals and secure their financial futures.
John Collier - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Collier - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. John Collier 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, 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 John Collier's expertise in various aspects of financial planning and wealth management, ensuring that clients receive comprehensive and personalized financial advice. John Collier is dedicated to providing top-notch financial services to individuals, retirees, small business owners, and high net worth clients, using a holistic approach to asset management and investment strategies. With a focus on ethical practices and continuing education, John Collier is committed to helping clients achieve their financial goals and secure their financial future.
Craig M Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Craig M Burgess is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. Craig 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Craig's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig M Burgess for expert financial advice tailored to your specific needs.
Fitting Tax & Financial
Fitting Tax & Financial is a finance institution located at 3808 Mogadore Road in Mogadore, Ohio, United States. New users can set up access to their portal, while current users can securely send tax-related information. The institution provides quick access to important tax-related links and aims to help individuals understand financial concepts such as insurance, investing, retirement, estate planning, and wealth preservation. Visitors can gain tips and valuable information to maintain financial health, which can be mailed to their doorstep. Fitting Tax and Financial also partners with the Village of Mogadore for Shred Day every year on the first Saturday in May, allowing individuals to safely dispose of old tax returns and financial documents.
Wealth Dimensions Group
Wealth Dimensions Group is a finance institution located at 7870 East Kemper Road in Cincinnati, Ohio, United States. Our team of experienced professionals is dedicated to bringing clarity and confidence to your financial life, helping you navigate the complexities of wealth management. With a focus on creating a judgment-free and safe environment, we aim to help our clients achieve their financial goals and overcome any obstacles holding them back. Our interdisciplinary team holds prestigious credentials such as the CFA®, CFP®, and CDFA®, ensuring top-notch expertise in building and executing comprehensive financial plans. As one of the longest-standing independent investment advisory firms in Cincinnati and beyond, we have been helping clients simplify their financial lives for over 30 years. Contact us at (513) 554-6000 to schedule a call with our team and take the first step towards financial peace of mind.
Alluvial Private Wealth (Cleveland)
Alluvial Private Wealth in Cleveland, Ohio is a finance institution located at 812 Huron Road East. Just like the fertile alluvial soil that provides the perfect conditions for growth, our firm is dedicated to helping individuals, families, businesses, and non-profit organizations thrive financially. Led by Randy Bliss, CFP®, our team of specialists is committed to providing personalized wealth management services to help you plan for retirement, manage your investments, and navigate complex financial situations. With decades of experience and numerous credentials, we are here to help you maximize your financial success.
True Wealth Design
True Wealth Design is a finance institution located at 700 Ghent Road in Akron, Ohio, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while safeguarding your family's future. As a fiduciary, we always act in your best interests and do not accept commissions on investment product recommendations. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, work with you regularly to monitor and adjust your financial plan to avoid risks, identify opportunities, and successfully manage life transitions.
- financial advisor cfp in Akron
- financial advisor cfp in Canfield
- financial advisor cfp in Centerville
- financial advisor cfp in Cincinnati
- financial advisor cfp in Cleveland
- financial advisor cfp in Cortland
- financial advisor cfp in Maumee
- financial advisor cfp in Napoleon
- financial advisor cfp in North Canton
- financial advisor cfp in Rocky River
List of businesses, places and services in Ohio
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos