Financial advisor for small business in Columbus, Ohio
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Pathways Financial Credit Union
Pathways Financial Credit Union, located at 1 Riverside Plaza in Columbus, Ohio, is a full-service financial institution offering a range of services including banking, loans, and ATM access. Whether you're looking for a mortgage or a credit card, Pathways makes the loan application process quick and easy. Employees can also enjoy the benefits of credit union membership through Pathways. The institution also offers Cooperative Business Services in partnership with CBS for businesses in need of working capital. Stay informed on fraud prevention through the Pathways Security Center and take advantage of free online financial courses offered in partnership with Bonzai. As a Pathways member, you'll have access to a variety of perks and benefits to help you achieve a secure financial future. Manage your accounts easily with online banking and integrated card controls for added security and convenience. Explore resource guides to help you reach your financial goals, whether it's saving for retirement or starting a business. Don't miss out on events like the Creekside Blues & Jazz Festival, a 3-day celebration featuring world-famous performers. Join Pathways today and start your journey to financial success.
Pathways Financial Credit Union
Pathways Financial Credit Union, located at 750 Georgesville Road in Columbus, Ohio, offers a variety of financial services including loans, mortgages, credit cards, and more. With quick loan application processes and multiple payment options, Pathways makes managing your finances easy. Businesses can also benefit from cooperative business services and employee membership advantages. The institution also provides resources on fraud prevention and financial education through partnerships with Bonzai. Members can enjoy perks such as integrated card controls and personalized spending insights. Join Pathways today and start your journey towards a secure financial future. Additionally, the institution hosts events like the Creekside Blues & Jazz Festival, showcasing entertainment, agriculture, education, arts, and crafts for the community to enjoy.
Strategic Financial Resources
Strategic Financial Resources is a finance institution located at 211 West Sycamore Street in Columbus Grove, Ohio, United States. We provide securities and advisory services through Osaic Wealth, Inc., as well as insurance services through Strategic Financial Resources. Our website features interesting videos and calculators for your financial needs. Please note that we are not affiliated with Osaic Wealth, Inc. and this communication is intended for individuals in specific states only. Visit us to learn more about our services and check the background of our investment professionals.
Saxon Financial
Saxon Financial is a leading finance institution located at 9636 Cincinnati Columbus Road in Ohio, United States. With a reputation for excellence in financial services, Saxon Financial offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the team at Saxon Financial is dedicated to helping you achieve your financial goals. Trust Saxon Financial to provide expert guidance and personalized service to help you navigate the complexities of the financial world.
Geny's Tax Multiservices Columbus Wireless Retailer
Geny's Tax Multiservices Columbus Wireless Retailer is a comprehensive financial institution located at 3530 Sullivant Avenue in Columbus, Ohio. Specializing in accounting and finance services, they offer a wide range of tax preparation, bookkeeping, and financial planning solutions for individuals and businesses alike. In addition, they also serve as a wireless retailer, providing customers with the latest smartphones and accessories. With a commitment to excellence and customer satisfaction, Geny's Tax Multiservices Columbus Wireless Retailer is a trusted partner for all your financial and communication needs.
Small Business Loan Source
Small Business Loan Source, situated at 445 Hutchinson Ave, Columbus, OH 43235, is a dedicated financial services provider specializing in empowering small businesses through tailored financing solutions. Our mission is to support local entrepreneurs and business owners by offering a variety of loan options designed to meet their unique needs. Whether you are looking to expand your operations, purchase new equipment, or manage cash flow, our team of experienced financial advisors is here to guide you every step of the way. We pride ourselves on delivering personalized service, competitive rates, and a streamlined application process to help your business thrive. Visit us today to discover how Small Business Loan Source can be your trusted partner in growth and success.
Columbus Tax Preparation, LLC
Columbus Tax Preparation, LLC is a finance institution located at 2997 Indianola Avenue in Columbus, Ohio, United States. Contact them at mike@ColumbusTaxPreparation.com or 614.729.8040 to have your taxes prepared with convenience and confidence. Mike O'Neill, a CPA, is dedicated to providing affordable, quality tax preparation services for individuals and small businesses. Clients throughout central Ohio trust Mike to help them pay as little tax as legally possible. Testimonials praise his professionalism and expertise. Bring your Tax Organizer to your appointment for efficient tax preparation. Contact Columbus Tax Preparation, LLC to explore your tax savings opportunities and ensure your tax planning is in good hands.
Buckingham Advisors
Buckingham Advisors is a finance institution located at 6856 Loop Road in Dayton, Ohio, United States. We specialize in aligning the solutions our clients need to help them achieve the best possible outcomes in various aspects of their financial lives, including college funding, retirement planning, investments, taxes, and estate planning. For small business owners, we also provide expertise in managing the financial and operational demands of running a successful business. Our firm has a team of experienced professionals who work together to ensure that all of our clients' financial needs are expertly coordinated. With decades of experience serving clients across the country, we are proud to be a part of vibrant communities filled with problem-solvers, innovators, researchers, and entrepreneurs. Contact us at our Columbus, Lebanon, or Wilmington offices for personalized financial assistance and advice.
First Financial Bank & ATM
First Financial Bank & ATM is a financial institution located at 1101 Columbus Avenue, Lebanon, Ohio, United States. Our team of Wealth Advisors can help assess your financial situation and offer personalized solutions. Rain or shine, watch your savings grow with our competitive money market and CD rates. Use the equity in your home to fund your big projects, whether you prefer DIY or hiring a professional. We offer a range of checking account options, including our popular Choice Checking with expanded ATM access and lower loan rates. For business owners, we provide personalized services and solutions tailored to your specific needs. Our commitment to community development includes lending and investments in low- and moderate-income areas to help build paths for prosperity. Sign up for our emails to receive valuable tips and tools for improving your financial future. Take advantage of our special rates and promotions, including our Roth 401(k) options. Visit us or call our local financial center for more information.
Philip Mason Insurance-Financial Services
Philip Mason Insurance-Financial Services is a reputable insurance agency located at 107 North High Street in Columbus Grove, Ohio. With a commitment to providing top-notch financial services and insurance solutions, the institution offers a wide range of products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, the experienced team at Philip Mason Insurance-Financial Services is dedicated to helping you find the right coverage at the best possible rates. Visit their office today to speak with a knowledgeable agent and secure your financial future.
Buckingham Advisors
Buckingham Advisors is a finance institution located at 998 East Ridge Drive in Lebanon, Ohio, United States. We specialize in providing expert financial services to help our clients achieve their goals and secure their financial future. From college funding to retirement planning, investments, taxes, and estate planning, our team of professionals is dedicated to aligning the solutions you need for the best possible outcomes. For small business owners, we understand the unique challenges of managing both personal and business finances. Our fiduciary team is here to provide expert coordination of services all in one place, giving you peace of mind knowing that we have your back.
Nationwide Financial
Nationwide Financial is a leading financial institution located at 10 West Nationwide Boulevard in Columbus, Ohio, United States. With a strong reputation for providing a wide range of financial services, Nationwide Financial is committed to helping individuals and businesses achieve their financial goals. From retirement planning to investment management, Nationwide Financial offers expert guidance and personalized solutions to meet the unique needs of each client. With a team of experienced professionals and a dedication to customer service, Nationwide Financial is a trusted partner for all of your financial needs.
Columbus Financial Partners
Columbus Financial Partners, located at 5880 Sawmill Road in Dublin, Ohio, is a finance institution dedicated to helping clients achieve their financial goals. Whether you dream of sending your children to college, buying a second home, starting a business, or traveling in retirement, Columbus Financial Partners can provide personalized portfolio strategies to help make those dreams a reality. They also offer protection for families and businesses against life's unexpected events, guiding clients towards a secure financial future. As a part of Cetera Wealth Partners, Columbus Financial Partners is able to offer securities and advisory services through Cetera Advisor Networks LLC. Their team of Registered Representatives and Investment Adviser Representatives can provide both brokerage and investment advisory services to meet your specific needs. Visit their website to explore helpful calculators and learn more about how they can help you work towards your financial goals.
Edward Jones - Financial Advisor: Kyle W Johnston, AAMS™
Edward Jones - Financial Advisor: Kyle W Johnston, AAMS™ is a reputable finance institution located at 1227 East Columbus Street in Kenton, Ohio, United States. As a certified Accredited Asset Management Specialist, Kyle Johnston provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Kyle Johnston and the team at Edward Jones are committed to providing top-notch financial solutions to meet your needs.
Raymond James Financial Services
Raymond James Financial Services is a leading finance institution located at 3021 Bethel Road in Columbus, Ohio, United States. With a strong reputation for providing personalized financial solutions, Raymond James offers a wide range of services including investment advising, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 5025 Arlington Centre Boulevard in Columbus, Ohio, United States. With a strong reputation for providing personalized financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing you with expert guidance and support every step of the way.
Long Business Services & Advisors LLC
Long Business Services & Advisors LLC is a reputable accounting and finance firm located at 6500 Busch Blvd #120, Columbus, OH 43229, United States. Specializing in a comprehensive range of financial services, the firm is dedicated to helping both individuals and businesses achieve their financial goals. With a focus on personalized service, Long Business Services & Advisors LLC offers expert assistance in tax preparation, bookkeeping, financial planning, and business consulting. Their team of experienced professionals is committed to providing accurate, reliable, and timely financial advice and solutions tailored to meet the unique needs of their clients. Whether you need assistance with managing your personal finances or navigating the complexities of business accounting, Long Business Services & Advisors LLC is your trusted partner for financial success.
Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC At Brian Bushman - Financial Advisor, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, we are dedicated to providing tailored financial solutions to help you achieve your financial goals. Our comprehensive services are designed to address the unique needs of each client, whether you're planning for retirement, managing investments, or navigating complex financial situations.
Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC
Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Garry Rutledge - Financial Advisor, located in the heart of Cincinnati at 9636 Cincinnati Columbus Road, Ohio. As a dedicated professional in the finance sector, Garry Rutledge offers comprehensive financial advisory services tailored to meet the unique needs of each client. With an emphasis on personalized service and expert guidance, Garry is committed to helping individuals and businesses achieve their financial goals through strategic planning and informed decision-making.
Libertas Wealth Management Group
veniently located at 5003 Horizons Drive in Columbus, Ohio, Libertas Wealth Management Group is easily accessible for clients in the area. With a focus on fiduciary-driven advice, transparency, and personalized service, our team of expert financial advisors is dedicated to helping you achieve your financial goals and secure a strong financial future. Whether you are an individual, couple, business owner, or CEO, our comprehensive financial planning services cover everything from retirement planning and tax strategies to business transition and estate planning. Our 12-step Transition Development plan ensures that your company sells for a premium while mitigating tax burdens, and our "My Promise Kit" program helps you organize vital documents for your family's financial security.
Doug Yglesias - State Farm Insurance Agent
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.
Shannon Best - State Farm Insurance Agent
Shannon Best - State Farm Insurance Agent is a reputable insurance agency located at 3679 Fishinger Boulevard in Hilliard, Ohio. Our team is dedicated to helping you with all your insurance needs, whether it's home, auto, life, health, or small business insurance. We are conveniently located in the Lowes shopping center next to the Dollar Tree, making us easily accessible to the communities of Upper Arlington, Grandview, Dublin, Grove City, and Columbus. Shannon Best is a second-generation State Farm Agent with years of experience in the insurance industry. Along with our team members Chris, Karen, and Gale, we are committed to building lifelong relationships with our customers and providing exceptional customer service. We offer a wide range of insurance products and services to meet your needs and protect you from future risks.
H&R Block
H&R Block is a renowned accounting and finance institution located at 5183 North High Street in Columbus, Ohio, United States. With a team of expert financial professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with precision and expertise.
CPN Legal
CPN Legal, located at 9624 Cincinnati Columbus Road in Cincinnati, Ohio, is a trusted advisor to attorneys and law firms for over a decade. Specializing in accounting and finance, CPN Legal offers value-added advisory services to help clients focus on the success of their business. With a team of 20 professionals, CPN Legal provides accounting, bookkeeping, and KPI analysis services to over 300 clients nationwide. The institution offers a full menu of law firm accounting and bookkeeping services, tailored to the specific needs of solo practitioners, boutique firms, and large partnerships. CPN Legal is experienced in implementing QuickBooks Online and integrating it with Clio practice management system, providing comprehensive training on legal compliance and trust accounting.
H&R Block
H&R Block is a renowned accounting and finance institution located at 4197 West Broad Street in Columbus, Ohio, United States. With a reputation for excellence in tax preparation and financial services, H&R Block has been serving individuals and businesses for years. Their team of experienced professionals provides expert guidance and support to help clients navigate complex financial matters with ease. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is dedicated to helping you achieve your financial goals. Visit their Columbus location today to experience their top-notch services firsthand.
Eric Snider - State Farm Insurance Agent
Welcome to Eric Snider - State Farm Insurance Agent, conveniently located in West Columbus, Ohio near I-270 and West Broad in Lincoln Village. With over 60 years of combined insurance experience, our team is dedicated to providing remarkable service in auto insurance, home/renters insurance, life insurance, business insurance, supplemental income & disability insurance, and financial services. Our agency is led by Eric Snider, a Case Western Reserve University graduate with a Bachelor of Science in Industrial Engineering. As a husband, father, and Columbus/Plain City resident, Eric is passionate about classic Ford Mustangs and motorcycling. He is a proud recipient of several prestigious awards, including the Legion of Honor, Silver Scroll Award, Golden Triangle Award, and Crystal Excellence Award.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1625 Georgesville Square Drive in Columbus, Ohio, United States. With a team of expert professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block provides personalized solutions to help you navigate the complexities of the financial world and achieve your goals. Trust H&R Block for all your accounting and finance needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1022 Columbus Avenue in Marysville, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the trusted expertise and personalized service that sets H&R Block apart.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service, located at 178 North Wilson Road in Columbus, Ohio, is a finance institution ready to assist you with your tax needs. While their tax advance loans have ended for this year, their Tax Pros are prepared to help you maximize your refund. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, Jackson Hewitt has you covered. Appointments can be made online or by calling (614) 369-4601, but walk-ins are also welcome at their office. Trust the Tax Pros at Jackson Hewitt to handle your taxes with care and expertise. Remember, when every dollar matters, it matters who does your taxes™.
H&R Block
H&R Block is a renowned accounting and finance institution located at 5458 Westpointe Plaza Drive in Columbus, Ohio, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing top-notch services to meet your specific needs. Trust H&R Block for all your accounting and finance needs.
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