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TOP 30 Financial advisors for professionals in Cortland, OH
12 results found
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Fireside Advisors
Fireside Advisors is a home goods store located at 2555 Greenville Road Northeast, Cortland, Ohio, United States. Specializing in hearth appliances and chimney work, our team of experienced professionals has a combined 50 years of experience in the industry. Whether you need maintenance for an old hearth appliance, refacing for your fireplace, or a completely new hearth appliance, we are here to help. Our top priority is customer satisfaction, and we will treat your home with the utmost care and respect. We offer design consultation services to help you create the hearth of your dreams, and we can assist with renovations to make those dreams a reality. Serving Northeast Ohio and Western Pennsylvania, with additional areas available upon request, Fireside Advisors is your go-to destination for all your hearth needs. Contact us today to schedule a consultation and let us help you find the perfect hearth solution for your family.
Guidelight Financial Group - Ameriprise Financial Services, LLC
Guidelight Financial Group - Ameriprise Financial Services, LLC, located at 3378 State Route 5 in Cortland, Ohio, is a trusted wealth management company that puts clients and their goals at the forefront of their services. With a team of experienced financial advisors, Ameriprise offers digital tools for easy access to investments and personalized financial planning. As one of the 2022 Most Trusted Wealth Management Companies, Ameriprise is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or invest for the future, Ameriprise Financial Services is here to provide expert guidance and support. Contact us today for a consultation to discuss what matters most to you and your financial future. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for your investments.
Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™
Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™ is a reputable financial institution located at 1889 Niles Cortland Road NE in Warren, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Ted Stazak offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for a child's education, or investing for the future, Ted Stazak and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
Brian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
Shively, Rider & Associates - Ameriprise Financial Services, LLC
Shively, Rider & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3010 State Route 5 in Cortland, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device. The institution provides regular reviews and updates to help clients track their progress towards their financial goals. They offer complimentary initial consultations to discuss specific needs and objectives. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for privacy and security. The institution cannot guarantee future financial results but strives to help clients achieve their financial aspirations.
Laurie Gerdy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Laurie Gerdy - 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 range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. Some of the certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. Advisors at Laurie Gerdy are trained to help clients make informed decisions and achieve their financial goals. Whether you are looking for retirement planning, investment advice, estate planning, or assistance with domestic partnership finances, Laurie Gerdy has a team of qualified professionals to help you navigate the complex world of finance.
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
Cynthia Shively, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, offers a wide range of financial services to meet the needs of individuals and businesses. Cynthia holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Cynthia is a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing specialized financial advice in those areas. With a commitment to professionalism and ethics, Cynthia is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Cynthia Shively at Ameriprise Financial Services for expert financial guidance and support.
Todd Hufstetler - State Farm Insurance Agent
Todd Hufstetler - State Farm Insurance Agent is a reputable insurance agency located at 3464 State Route 5 in Cortland, Ohio, United States. With a long history of State Farm experience since 1983, Todd Hufstetler is a Kent State Graduate and a Legion of Honor Agent, recognized with prestigious awards such as the Golden Triangle/Silver Scroll/Bronze Tablet Agent Crystal Excellence National Convention Qualifier Achievement Award and the National Quality Award. As a past President of the Chamber of Commerce, Todd Hufstetler is dedicated to serving the community and providing top-notch insurance services. At Todd Hufstetler - State Farm Insurance Agent, customers can benefit from a range of insurance products, including joint universal life insurance that covers two people with an income tax-free death benefit paid to beneficiaries. Whether you are looking for life insurance, annuities, or other insurance services, Todd Hufstetler is here to help you protect what matters most.
Bayus & Associates LLC, Gerald Bayus Jr EA
Bayus & Associates LLC, Gerald Bayus Jr EA is a highly reputable accounting and finance institution located at 101 Leckrone Way in Cortland, Ohio, United States. Led by the experienced Enrolled Agent Gerald Bayus Jr, the institution offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial consulting. With a commitment to providing personalized and professional service, Bayus & Associates LLC is dedicated to helping individuals and businesses achieve their financial goals.
Barzak Agency
Barzak Agency, located at 3008 State Route 5 in Cortland, Ohio, is a finance and insurance agency dedicated to helping clients assess their risk tolerance and align their portfolio with their investment objectives. Through Riskalyze, an independent third-party vendor, clients can determine their risk score and ensure their investments match their goals. Looking for a Chartered Financial Consultant to assist with financial planning? Barzak Agency is here to help. By visiting their website and inputting your data, the process can be started to create a personalized financial plan.
D & J Tax Services
D & J Tax Services is a leading accounting and finance institution located at 2705 Warren Meadville Road in Cortland, Ohio, United States. We specialize in providing expert tax services to individuals and businesses, helping them navigate the complex world of finance with ease. Our team of experienced professionals is dedicated to providing personalized and reliable services to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, D & J Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
New York Life
New York Life, located at 405 Niles Cortland Road Southeast in Warren, Ohio, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance on investment strategies, estate planning, and insurance solutions for employees, executives, and business owners. They have a diverse workforce that reflects the communities they serve, and are committed to giving back through charitable donations and volunteer efforts.
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