Financial advisors for lawyers in Cincinnati, OH
32 results found
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Kingsgate Financial Insurance Agency
● ClosedKingsgate Financial Insurance Agency is a leading health insurance agency located at 8893 Cincinnati Dayton Road in Olde West Chester, Ohio, United States. Our dedicated team of professionals is committed to helping individuals and families find the right insurance coverage to meet their healthcare needs. With a focus on personalized service and tailored solutions, Kingsgate Financial Insurance Agency is your trusted partner in navigating the complex world of health insurance. Contact us today to learn more about our services and how we can help protect your health and financial well-being.
8893 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Cincinnati Tax Resolution Powered by Toph Sheldon
● ClosedCincinnati Tax Resolution Powered by Toph Sheldon is a professional institution located at 9200 Montgomery Road in Cincinnati, Ohio, United States. Specializing in accounting, finance, and legal services, this institution offers expert assistance in resolving tax-related issues for individuals and businesses. With a team of experienced professionals led by Toph Sheldon, clients can expect personalized solutions to their tax problems and reliable guidance throughout the process. Whether you are facing audits, back taxes, or other tax challenges, Cincinnati Tax Resolution Powered by Toph Sheldon is dedicated to helping you achieve financial peace of mind.
9200 Montgomery Rd # 7B, Cincinnati, OH 45242, United States -
BIG Agency (Buechner Insurance Group)
● ClosedBIG Agency, also known as Buechner Insurance Group, has been providing insurance services to families and businesses in Ohio and Kentucky since 1999. Located at 1278 Woodville Pike in Milford, Ohio, BIG Agency serves the Milford, Miami Township, Loveland, and Greater Cincinnati areas. As an independent insurance agency, BIG Agency works with multiple insurance companies to find the best coverage at the best rates for their clients. Specializing in home insurance, auto insurance, classic car insurance, life insurance, contractor insurance, garage repair shop insurance, and restaurant insurance, they offer one-stop shopping for all insurance needs.
1278 Woodville Pike, Milford, OH 45150, United States -
Burkhart Insurance Agency
● ClosedBurkhart Insurance Agency, located at 5670 Cheviot Road in Cincinnati, Ohio, is a trusted insurance agency that takes great pride in serving the community and its clients. Our agency family is dedicated to building strong relationships with our clients to ensure that their needs are protected at every stage of life. We believe that an insurance policy is a promise to provide protection, security, and peace of mind. At Burkhart Insurance Agency, we go above and beyond just selling insurance policies. We are truly local, actively involved in the community through various charities and organizations. We offer a wide range of personal insurance coverages, including ATV, Boat & Watercraft, Auto Insurance, Condo Insurance, and Flood Insurance in Ohio, Indiana, Kentucky, and Michigan.
5670 Cheviot Rd, Cincinnati, OH 45247, United States -
Mike Dailey - State Farm Insurance Agent
● ClosedMike Dailey - State Farm Insurance Agent is an insurance agency located at 9463 Kenwood Road, Blue Ash, Ohio, United States. As a second-generation State Farm Agent, Mike Dailey proudly serves Cincinnati, Kenwood, Blue Ash, Montgomery, Indian Hill, Deer Park, Reading, and surrounding areas. With over 16 years of experience, Mike and his team specialize in Auto Insurance, Home Insurance, Life Insurance, Renters Insurance, Business Insurance, Boat Insurance, Motorcycle Insurance, and Pet Insurance. They focus on providing unparalleled customer service and building relationships with their customers to better serve their needs. Whether you need insurance for your vehicle, home, or business, Mike Dailey - State Farm Insurance Agent is here to tailor a recommendation just for you. Contact them via call, text, or email to get started on protecting your assets and realizing your dreams.
9463 Kenwood Rd, Blue Ash, OH 45242, United States -
Steffey Insurance Agency
● ClosedSteffey Insurance Agency, located at 1435 Vine Street in Cincinnati, Ohio, is a reputable finance institution specializing in insurance services. With a commitment to providing personalized and comprehensive coverage options, our experienced agents work diligently to protect our clients' assets and ensure peace of mind. Whether you are seeking auto, home, life, or business insurance, Steffey Insurance Agency offers tailored solutions to meet your individual needs. Contact us today to learn more about our services and how we can help safeguard your future.
1435 Vine St, Cincinnati, OH 45202, United States -
Western & Southern Life
● ClosedLocated in Cincinnati, Ohio, United States, Western & Southern Life is an insurance agency dedicated to helping individuals and businesses plan for their financial future. With a wide range of products and personalized guidance, we can assist you in achieving your financial goals. From life insurance to money management, our team is committed to providing the highest quality products and services to protect your family's future. With comprehensive rewards packages and training opportunities, we are here to support your personal success every step of the way. Explore our financial tools, articles, and calculators to feel more confident about your finances. Take the first step towards protecting your loved ones with a free life insurance quote and discover the various options available to you at different stages of life. Trust in Western & Southern Life to help you navigate the complexities of choosing the right insurance for your needs.
400 Broadway, Cincinnati, OH 45202, United States -
LFL Insurance Agency, LLC
● ClosedLFL Insurance Agency, LLC is an independent insurance agency located at 8141 North Main Street in Dayton, Ohio. Serving clients in Dayton, Cincinnati, and all of Ohio, we offer a range of insurance solutions to protect you from the unexpected. Our team of experts takes a personalized approach, blending technology with courteous service to provide innovative risk management solutions. We understand the importance of financial security and quality of life for our clients, which is why we are dedicated to providing expert advice and personal attention. As your insurance advisor, we help you make smart decisions to protect yourself from the unexpected and plan for the future.
8141 N Main St suite c, Dayton, OH 45415, United States -
Wilks Insurance Agency, Inc.
● ClosedWilks Insurance Agency, Inc. is a trusted institution located at 319 North 2nd Street in Hamilton, Ohio, United States. Since 1955, we have been providing comprehensive insurance solutions in Greater Cincinnati, OH, throughout the Tri-State Area, and beyond. With offices in Hamilton, Mason, and Cincinnati, our goal is to offer top-quality insurance coverage that works for your needs and budget, providing you with peace of mind in today's ever-changing environment. We specialize in health and insurance agency services, offering creative, comprehensive, and cost-effective solutions tailored to fit your individual or business needs. Wilks Insurance Agency has become one of the largest independent insurance agencies in the area, with specialties in home insurance, auto insurance, individual life insurance, and various business insurance coverage options.
319 N 2nd St, Hamilton, OH 45011, United States -
Dennis Howard - State Farm Insurance Agent
● ClosedWelcome to Dennis Howard - State Farm Insurance Agent located at 309 West Kemper Road in Cincinnati, Ohio. Our insurance agency is conveniently situated near Tri-County Mall, across from Springdale Elementary School. As we enter the new year of 2024, we are dedicated to providing excellent service to both new and existing customers. With over 20 years of experience as a 2nd Generation State Farm Agent, I am committed to helping you with your insurance needs. Our agency supports various causes in the community, including the West Chester Community Foundation and Springdale Youth Sports. We are also proud donors to the American Cancer Society of Cincinnati.
309 W Kemper Rd, Cincinnati, OH 45246, United States -
Huesman Insurance Group LLC
● ClosedHuesman Insurance Group LLC is a reputable insurance agency located at 3654 Glenmore Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, we provide a wide range of insurance services to meet the needs of our clients. From home and auto insurance to life and health insurance, we are dedicated to helping you find the best coverage at competitive rates. Contact us today to discuss your insurance needs and let us provide you with peace of mind and protection for the future.
3654 Glenmore Ave, Cincinnati, OH 45211, United States -
Noah Stelzer - State Farm Insurance Agent
● ClosedNoah Stelzer - State Farm Insurance Agent is a health and insurance agency located at 6923 Miami Avenue, Cincinnati, Ohio, United States. They offer a money market savings account with checking benefits and higher interest rates. The institution provides tips for safe rural road driving, preventing furniture tip-over accidents, and protecting young children. Becky, who has been with State Farm for over 20 years, is licensed to provide insight on Auto & Home Insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from banking and insurance products. Tax and legal advice should be consulted with a professional advisor. Contact (513) 272-6000 for assistance with the website.
6923 Miami Ave, Cincinnati, OH 45243, United States -
Costanzo Insurance Agency
● OpenCostanzo Insurance Agency is a reputable insurance agency located at 800 Compton Road in Cincinnati, Ohio, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. With a focus on customer service and building long-lasting relationships, Costanzo Insurance Agency is your trusted partner for all your insurance needs. Contact us today to learn more about how we can protect what matters most to you.
800 Compton Rd #33, Cincinnati, OH 45231, United States -
Josh Vivian: Allstate Insurance
● ClosedJosh Vivian: Allstate Insurance is a reputable insurance agency located at 6581 Cincinnati Dayton Road in Ohio, United States. With a strong commitment to providing quality insurance products and exceptional customer service, Josh Vivian and his team strive to help individuals and families protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, Allstate Insurance has you covered. Contact them today to learn more about their personalized insurance solutions tailored to meet your specific needs and budget.
6581 Cincinnati Dayton Rd, Liberty Township, OH 45044, United States -
Mark Miklautsch - State Farm Insurance Agent
● ClosedMark Miklautsch - State Farm Insurance Agent is an insurance agency located at 5636 Springdale Road, Cincinnati, Ohio, United States. The agency offers a range of insurance products to protect you and your family from various risks, including carbon monoxide poisoning and lightning damage. The team at Mark Miklautsch - State Farm Insurance Agent is dedicated to providing excellent customer service and helping you find the right insurance coverage based on your individual needs. They are committed to helping policyholders manage their risks and achieve their dreams. If you have any questions or need assistance, please call (513) 385-0081. Please note that neither State Farm nor its agents provide tax or legal advice, so it is recommended to consult a professional advisor for personalized guidance.
5636 Springdale Rd Ste A, Cincinnati, OH 45251, United States -
Ken Lindsay: Allstate Insurance
● ClosedKen Lindsay: Allstate Insurance is a reputable insurance agency located at 8055 Cincinnati Dayton Road in Ohio, United States. With a strong commitment to providing quality insurance products and exceptional customer service, Ken Lindsay and his team strive to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Ken Lindsay: Allstate Insurance has the expertise and resources to tailor a policy to meet your specific needs. Contact them today to learn more about their comprehensive insurance solutions.
8055 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Pam Damewood-Davis - State Farm Insurance Agent
● ClosedThe Pam Damewood-Davis State Farm Insurance Agency is conveniently located in the Mulberry Square Shopping Center in Milford, Ohio. Our dedicated team treats each customer like family, providing exceptional service with integrity and respect. We offer a wide range of insurance and financial services, including auto, home, life, renters, business, boat, motorcycle, and pet insurance. Serving the greater Cincinnati area, we strive to protect your family and plan for your future. Contact us by phone, text, or email to create a Personal Price Plan tailored to your needs. We also provide valuable information on minimizing smoke exposure, cat health insurance, DIY auto maintenance, and more. Your privacy and security are our priority, so please do not include sensitive information in your communications with us. For assistance with our website or any other inquiries, call (513) 248-2527. Remember to carefully consider investment options and consult a tax or legal advisor for personalized advice. Let us help you protect what matters most.
1077 OH-28 #207, Milford, OH 45150, United States -
Nick Brown - State Farm Insurance Agent
● OpenNick Brown - State Farm Insurance Agent is an insurance agency located at 3593 Westwood Northern Boulevard in Cincinnati, Ohio. At the corner of North Bend Rd and Westwood Northern Blvd in Cheviot, the agency offers a range of insurance services including business insurance, auto insurance, life insurance, fire insurance, and financial services. With over 22 years of combined experience in the insurance industry, Nick, Ben, Melissa, and Jake are dedicated to serving the Greater Cincinnati area. Melissa Brown, a passionate professional with 30 years of customer service experience, leads the team at Nick Brown - State Farm Insurance Agent. With a focus on building relationships and providing exceptional service, Melissa is committed to helping customers live their lives with confidence. Licensed in Ohio, Indiana, and Kentucky, Melissa and her team are available to assist with all insurance needs.
3593 Westwood Northern Blvd, Cincinnati, OH 45211, United States -
Jessica Wampler - State Farm Insurance Agent
● OpenJessica Wampler - State Farm Insurance Agent is located at 10475 Reading Road in Cincinnati, Ohio. As a second generation State Farm agent with 17 years of experience, Jessica Wampler and her team are dedicated to providing personalized insurance solutions for your home, car, business, family, and future. They have received prestigious honors such as Chairman Circle, SVP Club, and Ambassador Club. The team at Jessica Wampler - State Farm Insurance Agent is committed to understanding your unique needs and designing coverage options to protect what matters most to you. Whether you need guidance on avoiding drunk driving, online safety for teens, or information on Social Security survivor benefits, they are here to help.
10475 Reading Rd Ste 402, Cincinnati, OH 45241, United States -
Alison Taylor - State Farm Insurance Agent
● ClosedAlison Taylor - State Farm Insurance Agent is a well-established insurance agency located at 540 Old State Route 74 in Cincinnati, Ohio. With over 25 years of experience, Alison and her team are dedicated to providing a wide range of insurance options, including financial services, homeowners, renters, auto, life, and business insurance. They also offer various bonds, such as fidelity bonds for condo associations and board members. Alison's team is known for their positive, supportive, and friendly approach, always putting the needs of their clients first. Alison herself has a strong background in insurance, having learned valuable lessons from her father who was also a State Farm agent. She emphasizes the importance of direct communication and a personal touch in helping individuals manage risks and protect what matters most to them.
540 Old State Rte 74, Cincinnati, OH 45244, United States -
Marc Sullivan - State Farm Insurance Agent
● ClosedMarc Sullivan - State Farm Insurance Agent is a reputable insurance agency located at 2063 Beechmont Avenue in Cincinnati, Ohio. As the proud owner of the agency, Marc Sullivan is dedicated to providing exceptional service and building strong relationships with his clients. With a background in Finance from the University of Cincinnati, Marc has been with State Farm since 2017, offering quality coverage options tailored to meet each individual's unique needs. The agency's team upholds values of honesty and integrity, ensuring that clients receive the best value for their insurance needs. Whether you need assistance with energy-efficient window updates or tips for driving on rural roads, Marc Sullivan - State Farm Insurance Agent is here to help. By delivering unmatched service and support, the agency creates a secure and trusted environment for all policyholders.
2063 Beechmont Ave, Cincinnati, OH 45230, United States -
Shaun Thatcher - State Farm Insurance Agent
● ClosedShaun Thatcher - State Farm Insurance Agent is an insurance agency located at 6126 Wesselman Road in Cincinnati, Ohio. Situated at the corner of Harrison Ave and Wesselman, behind UDF and across from Brockman Signs near Cleves, this agency offers coverage reviews for boats, campers, and motorcycles as the warmer weather approaches. Shaun Thatcher, a lifelong resident of Green Township, has been providing insurance services since 2002. With a background in business finance/marketing and a dedication to the community, Shaun and his team are committed to serving the Tri-State area with both Personal lines and Commercial lines Insurance. Whether you are moving to Greater Cincinnati or looking for insurance for your home, business, or vehicles, Shaun Thatcher - State Farm Insurance Agent is here to help. With a team of dedicated professionals, including office manager Nichole Schoenfelder and licensed representative Ryan Esterman, the agency prioritizes customer satisfaction above all else. For assistance with insurance needs, contact Shaun Thatcher - State Farm Insurance Agent at (513) 598-8800. Remember, investing involves risk, and it's always a good idea to consult a tax or legal advisor for personalized advice.
6126 Wesselman Rd, Cincinnati, OH 45248, United States -
Beth Wilker - State Farm Insurance Agent
● ClosedBeth Wilker - State Farm Insurance Agent is an insurance agency located at 8406 Winton Road, Cincinnati, Ohio, United States. They provide valuable information on fire safety and prevention tips, rural road driving safety, and camping safety tips. Customers are encouraged not to include sensitive personal information on the website for their protection. Investors are advised to carefully consider investment objectives before making any decisions. The institution offers various insurance products, including life insurance and annuities. Additionally, they provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Beth Wilker - State Farm Insurance Agent also offers mortgage services through Rocket Mortgage, LLC. Customers are advised to consult a tax or legal advisor for personalized advice.
8406 Winton Rd, Cincinnati, OH 45231, United States -
Chuck Detmering - State Farm Insurance Agent
● ClosedChuck Detmering - State Farm Insurance Agent is located at 2638 Kipling Avenue, Cincinnati, Ohio, United States. As an insurance agency, we specialize in providing protection and peace of mind for our clients. Rural road driving can present unique risks, and we offer tips to help navigate these challenges safely. Additionally, we provide advice on maintaining household appliances such as dryers to extend their lifespan. Fire prevention measures for homes are also discussed, including lawn maintenance and tree trimming. With over 40 years of combined experience, our team takes pride in delivering outstanding customer service. Please note that for your protection, sensitive personal information should not be shared on this website. We offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Credit card services are provided by U.S. Bank National Association under license from Visa U.S.A. Inc.
2638 Kipling Ave, Cincinnati, OH 45239, United States -
Nationwide Insurance: John M Meyer
● ClosedNationwide Insurance: John M Meyer is an insurance agency located at 3344 Westbourne Drive, Cincinnati, Ohio, United States. They offer a variety of insurance coverage including auto, commercial, farm, financial, home, powersports, and human services. The agency specializes in providing reliable auto insurance policies, protecting houses and personal property, and covering businesses with commercial insurance. With extensive local knowledge of the industries in Cincinnati, they can tailor insurance solutions to meet the specific needs of each client. Whether you are a doctor, lawyer, real estate agent, wholesaler/distributor, or any other business owner, John M Meyer can help you find the right coverage for your company. Contact them at (513) 574-4343 to discuss your insurance needs and set up a payment schedule that works for you. Additionally, Nationwide offers small business resources to help strengthen your business. Visit the Business Solutions Center for more information. Please call for information on products offered in other states such as IN, OH, TN, and KY.
3344 Westbourne Dr, Cincinnati, OH 45248, United States -
Hyde Park Insurance Partners
● ClosedHyde Park Insurance Partners is a reputable insurance agency located at 2702 Erie Avenue in Cincinnati, Ohio, United States. With a focus on providing personalized and comprehensive insurance solutions, Hyde Park Insurance Partners is committed to helping clients protect their assets and loved ones. Their experienced team of insurance professionals offers a wide range of insurance products, including home, auto, life, and business insurance, tailored to meet the unique needs of each individual and business. Trust Hyde Park Insurance Partners to provide reliable coverage and exceptional customer service for all your insurance needs.
2702 Erie Ave UNIT 308, Cincinnati, OH 45208, United States -
Riverbend Education Solutions LLC
● ClosedRiverbend Education Solutions LLC, located at 2775 Lawyers Point Drive in Cincinnati, Ohio, is dedicated to guiding and educating students and families through the college admissions process. Our goal is to make this experience stress-free and enjoyable, helping students make informed decisions about where to apply. We work one-on-one with students of all academic profiles and interests, assisting them in finding the best-fit institution for their goals. Abigail G. Whited, an experienced educator and college advisor, leads our team with a passion for providing equitable access to college resources. Join us for our upcoming College Admissions workshops on March 23 or May 11, 2022, and start your journey towards higher education success with Riverbend Education Solutions.
2775 Lawyers Point Dr, Cincinnati, OH 45244, United States -
Anisha Bailey, EA, MSEL | Tax Debt + IRS Audit Help
● ClosedAnisha Bailey, EA, MSEL | Tax Debt IRS Audit Help is a finance institution located at 4555 Lake Forest Drive, Cincinnati, Ohio, United States. Taxley offers a 2-year Enrolled Agent career training and mentorship program that combines business, finance, accounting, and law to prepare students for corporate, government, and small business careers in tax law and consulting. The curriculum includes accounting, business, personal finance, and tax law, with a focus on real-world application. Students receive structured exam preparation to pass the rigorous EA exam on the first attempt. The institution emphasizes business coaching, tax advisory, and IRS procedure to help students resolve tax compliance controversies and provide litigation support. Taxley fosters a supportive community of like-minded individuals, facilitating long-term friendships and business relationships. Through career expos and volunteer opportunities, students engage with employer partners to enhance exposure and employment prospects.
4555 Lake Forest Dr Suite 650, Cincinnati, OH 45242, United States -
CPN Legal
● ClosedCPN 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.
9624 Cincinnati Columbus Rd Suite 312, Cincinnati, OH 45241, United States -
Cincy Tax & Notary Professionals LLC
● ClosedCincy Tax & Notary Professionals LLC is a reputable accounting and finance institution located at 22 Triangle Park Drive in Cincinnati, Ohio. With a team of skilled professionals, they provide a wide range of tax preparation and notary services to individuals and businesses in the area. Whether you need assistance with filing your taxes or require notarization services, Cincy Tax & Notary Professionals LLC is dedicated to providing reliable and efficient solutions to meet your financial needs. Trust in their expertise and personalized approach to ensure your financial affairs are in order.
22 Triangle Park Dr ste 2201i, Cincinnati, OH 45246, United States
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