Financial advisor expertise in Marietta, Ohio

UBS Financial Services Inc. is a finance institution located at 326 3rd Street in Marietta, Ohio, United States. Our focus is on helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. We understand that wealth means something different to everyone, and we are committed to crafting financial advice that is finely tailored to your individual needs and goals. Whether you are looking to create a wealth strategy for yourself, your family, or your business, we are here to help you pursue what's important. Our team of experts can provide insights, thought leadership, and tailored advice to help you navigate the markets, economy, and trends. Join us for virtual events, weekly video series, and access to a range of solutions designed to support you in every stage of your financial journey. With UBS Financial Services Inc., you can turn your financial possibilities into a concrete plan for the future.

Raymond James Financial Services is a finance institution located at 138 Putnam Street in Marietta, Ohio, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services has the expertise and resources to help you navigate the complexities of the financial world. Trust in Raymond James to provide personalized and professional financial guidance tailored to your individual needs.

US Taxx Pro is a leading accounting and finance institution located at 231 3rd Street in Marietta, Ohio. Our team of expert professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to ensure our clients receive the highest level of service and expertise. Trust US Taxx Pro to handle all your accounting and financial needs with precision and care.

Amanda Marshall - State Farm Insurance Agent is a trusted insurance agency located at 353 Pike Street in Marietta, Ohio. Conveniently situated at Exit 1 off I-77 in front of the Lafayette Shopping Center, we are proud to serve the community with a variety of insurance options to meet your needs. Our dedicated team is committed to protecting you and your loved ones, offering a range of insurance policies including home, car, life, and medical supplement insurance. We also specialize in insuring boats, RVs, motorcycles, and trailers, as well as offering policies for antiques, jewelry, farms, and small businesses. At our office, we prioritize educating our customers on their insurance coverage to ensure they understand where their money is being spent. We work with you to develop a customized plan that fits your budget and provides the proper protection. Our competitive deals and discounts, along with no fee monthly payment plans, make it easy for you to get the coverage you need. We service both Ohio and West Virginia, including areas such as Beverly, Lowell, Belpre, Parkersburg, and more.

John C Miller, CFP is a reputable financial institution located at 538 4th Street in Marietta, Ohio, United States. Specializing in financial planning and investment management, John C Miller, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the institution. Whether you are looking to plan for retirement, save for education, or grow your wealth, John C Miller, CFP can provide the guidance and support you need. Visit their office in Marietta today to start planning for a secure financial future.

Merrill Lynch Wealth Management, located at 294 Front Street in Marietta, Ohio, United States, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management knowledge. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities they serve. Merrill Lynch Wealth Management offers a range of resources, technology, and expertise to help clients pursue their financial and life goals. Financial advisors at Merrill are dedicated to providing individually customized investment approaches and wealth management advice. They offer training, mentoring, and technology to help advisors assist clients in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks.

Jackson Hewitt Tax Service is a reputable finance institution located at 804 Pike Street in Marietta, Ohio, United States. They specialize in providing expert tax preparation services to individuals and businesses, ensuring accurate and timely filing. With a team of knowledgeable professionals, Jackson Hewitt Tax Service is dedicated to maximizing refunds and minimizing tax liabilities for their clients. Whether you are a first-time filer or a seasoned taxpayer, you can trust Jackson Hewitt Tax Service to handle all your tax needs with efficiency and expertise.