TOP 10 Financial and tax consulting in Independence, Ohio

Valued Capital Advisors is a finance institution located at 13374 Ridge Road, North Royalton, Ohio, United States. Our team is made up of positive and grateful individuals who prioritize integrity and empathy in all client and professional relationships. We go above and beyond our promises to provide advice not only on financial matters, but also on important life decisions such as major purchases, student loans, home improvements, elder care, and bereavement support. We specialize in addressing the investment, retirement, and wealth preservation needs of families and individuals. Our focus extends beyond just financial capital to include Family Values Capital, Relationship Dynamics Capital, and other valued issues that are important to our clients.

Stratos Wealth Partners is a finance institution located at 1929 East Royalton Road, Broadview Heights, Ohio, United States. They believe in fully aligning with your needs and goals to provide experienced and knowledgeable assistance on your journey to financial freedom. Clients choose Stratos Wealth Partners because they prioritize their interests in every decision and action. They offer guidance on a wide range of financial concerns, from retirement planning to business growth and estate protection, aiming to simplify the complexity of managing multiple financial considerations. Stratos Wealth Partners has access to independent research on the economy and markets, allowing them to offer professional financial guidance and impartial strategies for wealth accumulation and management. They work closely with other advisers, such as tax professionals and attorneys, to develop holistic solutions for their clients. Their approach is always aligned with the clients' needs, delivered in an objective manner. Stratos Wealth Partners was ranked 29th in 2023 and received an award for their commitment to client interests and holistic financial guidance.

Associated Concepts Agency, Inc. is a finance institution located at 2 Summit Park Drive in Independence, Ohio, United States. With a focus on providing comprehensive financial solutions, the agency offers a wide range of services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, Associated Concepts Agency, Inc. is dedicated to helping clients navigate the complexities of the financial world with confidence and expertise. Their team of experienced professionals is committed to providing personalized advice and guidance to ensure that each client receives the tailored support they need to secure their financial future.

Pathfinder Wealth Advisors LLC is a finance institution located at 6100 Oak Tree Boulevard in Independence, Ohio, United States. Our team of experienced advisors is dedicated to helping clients navigate the complex world of wealth management and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized guidance and support. Trust Pathfinder Wealth Advisors LLC to help you chart a course towards financial success and security.

Ko-Advisors, LLC is a financial institution located at 6140 West Creek Road in Independence, Ohio, United States. Specializing in accounting and finance, Ko-Advisors helps clients take inventory of their current financial situation, set goals for the future, and develop a plan to achieve them. Securities are offered through Silver Oak Securities, Inc., a member of FINRA / SIPC, while advisory services are provided through United Advisors Group. Ko-Advisors, Silver Oak Securities, and United Advisors Group are separate entities and not affiliated. Take control of your financial future with Ko-Advisors, LLC.

Strategic Wealth Partners, Ltd. is a finance institution located at 5005 Rockside Road, Independence, Ohio, United States. They offer comprehensive wealth management and unbiased guidance to help clients maximize their investment portfolios, plan for retirement, fund education, and minimize tax exposure. They also specialize in helping business owners plan and execute exit strategies. Led by experts like Mark Tepper, they provide valuable insights on market changes, legislation, and retirement planning to major news outlets like CNBC and Fox Business. The institution offers proprietary tools like Portfolio X-Ray and Sellability Score to evaluate and improve wealth management strategies. They also offer resources like books such as "Walk Away Wealthy" and "Exceptional Wealth" to help clients protect and grow their net worth. Strategic Wealth Partners, Ltd. is a trusted source in the financial world that journalists turn to for expert advice.

Golden Reserve, located at 6133 Rockside Road in Independence, Ohio, is a finance institution dedicated to helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Cuyahoga County and beyond. The institution has been recognized for its growth and success, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have entrusted Golden Reserve to provide the support they need to enjoy a secure retirement. The team at Golden Reserve is committed to advocating for their clients and helping them reach their retirement goals. With a personalized Roadmap for Retirement, clients can address the biggest risks to their retirement and plan for a secure future. Golden Reserve also offers insurance products and services in multiple states, as well as investment advisory services. The institution is affiliated with AlerStallings LLC and Golden Reserve Tax, LLC, which provide legal and tax advice. Golden Reserve is dedicated to acting in the best interests of its clients and making full disclosure of any conflicts of interest. Follow Golden Reserve on social media for updates and information on retirement planning.

Rehmann is a leading accounting and finance institution located at 6000 Freedom Square Drive in Independence, Ohio, United States. With a strong reputation for providing top-notch financial services, Rehmann offers a wide range of accounting and finance solutions to individuals and businesses. Their team of experts is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax planning, wealth management, or business consulting, Rehmann is committed to delivering exceptional service and results. Visit their office in Independence to learn more about how they can help you with your financial needs.

Zion, Synek & Associates is a reputable accounting and finance institution located at 6000 Freedom Square Drive in Independence, Ohio, United States. Our team of experts offers a wide range of services to help you manage your business effectively. From payroll processing to financial analysis, we are here to take the stress out of running your business. Our strategic guidance and deep analysis will help you make smart decisions for your company's success. Choose from a variety of online apps to conduct business with us easily. Trust us to lead you towards financial success and provide you with structured, sound financial insight. Let us help you build a successful enterprise.

Strait Direction Wealth Management, LTD is a finance institution located at 5001 Mayfield Road, Lyndhurst, Ohio, United States. We believe that everyone should have access to sound financial information, regardless of financial means. Our holistic approach to financial planning takes into consideration all aspects that could impact your financial future, not just your money. We offer services such as investment portfolio management, retirement planning, tax planning, and insurance needs assessment. Our goal is to help you prepare for life's big milestones and unexpected changes. We are a registered investment advisory firm in Ohio and other jurisdictions, offering comprehensive financial planning services. Securities are offered through Independence Capital Company, Member FINRA / SIPC. Investments are not FDIC insured and may lose value. Check the background of our investment professionals on FINRA's BrokerCheck. We look forward to serving you and helping you achieve your financial goals.

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.

TCM Wealth Advisors is a finance institution located at 66 South Miller Road, Fairlawn, Ohio, United States. Our core mission is to help clients achieve and maintain financial independence to live a balanced and rewarding life. With almost two decades of experience, we are dedicated to managing the financial nest eggs of our clients to ensure financial security. As an independent, fee-only fiduciary firm, we always prioritize our clients' best interests and offer unbiased advice. We believe in goal-based financial planning and managing risk to preserve wealth in both bull and bear markets. Our commitment to the Fiduciary Standard ensures transparency and full disclosure to every client. By building strong relationships with our clients, we provide personalized solutions to align financial goals with personal values. Trust us to help you achieve a better return on life by making smart financial decisions today.

CBIZ, located at 4040 Embassy Parkway in Akron, Ohio, is a top accounting provider in Northeast Ohio. Specializing in various financial services such as accounting & tax, litigation support, and business valuation, CBIZ also offers services in medical practice consulting and state and local tax consulting. Additionally, audit and attest services may be provided by MHM, an independent CPA firm. CBIZ works with clients across industries including construction, real estate, healthcare, not-for-profit, manufacturing, distribution, and private equity. They also offer services for high net worth individuals and mergers and acquisitions. Connect with an expert at CBIZ today for all your financial needs.

Aspire Growth Partners is a finance institution located at 1180 Medina Road, Medina, Ohio, United States. We understand that your financial goals, aspirations, and investment needs are unique to you, which is why we provide personalized financial planning tailored to your specific goals, time frame, and risk tolerance. Our team offers a range of financial services, support, and guidance to help you achieve your personal financial goals. We believe in comprehensive planning that takes into account all aspects of your financial life, allowing us to create a customized plan that addresses every detail.

Edward Jones is a renowned financial institution located at 1392 High Street in Wadsworth, Ohio, United States. Specializing in personalized financial services, Edward Jones is committed to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of investment options and financial planning services to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Edward Jones is dedicated to providing expert guidance and support every step of the way. Visit us at our Wadsworth location to learn more about how Edward Jones can help you secure a brighter financial future.

Austin Wealth Solutions is a premier financial institution located at 127 East Liberty Street in Wooster, Ohio, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our experienced team of financial advisors offers a wide range of services, including investment planning, retirement planning, estate planning, and more. At Austin Wealth Solutions, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to schedule a consultation and take the first step towards financial success.

Tschantz Wealth Management is a reputable finance institution located in Canton, Ohio. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to meet the unique needs of each individual or family. With a focus on integrity and transparency, Tschantz Wealth Management is dedicated to helping our clients build and preserve their wealth for the long term. Visit us at 4433 38th Street Northwest to learn more about how we can help you secure your financial future.

The Affinity Group is a fiduciary financial advisor firm located at 4481 Munson Street Northwest in Canton, Ohio. Serving clients locally and nationwide, we are dedicated to helping individuals achieve financial independence and a "work optional" lifestyle. As an independent fiduciary, we prioritize our clients' best interests over commissions. Our team provides concierge services to streamline and simplify financial management, allowing clients to focus on what truly matters to them. With a focus on financial planning, tax planning, investment management, banking, and insurance, we are committed to helping clients reach and maintain financial independence. Our Principal and Financial Advisor is passionate about coaching and advising clients to achieve their financial goals, providing a personalized and comprehensive approach to wealth management. Visit us at our office in Canton, Ohio for a concierge experience and partner in your financial journey.

Warther Private Wealth is a finance institution located at 1075 West Market Street in Akron, Ohio, United States. Specializing in Financial Planning and Investment Management, our core services focus on keeping costs low, managing tax implications, capturing true performance, and protecting from down markets. We prioritize putting our clients' interests ahead of our own, acting in their best interest and doing what's right for them. As an independent Registered Investment Advisor (RIA) with over 30 years of experience, our dedicated management team builds strong relationships with each client to provide personalized solutions. We take pride in our detailed approach, always prioritizing our clients' needs and goals. Our goal is to help all clients achieve the financial success they desire.

Afia Wealth Management is a finance institution located at 4450 Belden Village Street Northwest, Canton, Ohio, United States. We specialize in providing comprehensive wealth management services tailored to your financial future. At Afia Wealth, we prioritize earning your trust by listening to your needs, offering transparent advice, and being good stewards of your money. We work with you on your terms, whether in person, on zoom, or over the phone, to ensure your financial goals are met. Our goal is to help you retire well, navigate life changes, and secure a bright future for you and your family. RFG Advisory supports our independent financial advisors, allowing us to focus on serving our clients. Please note that all investments involve risk, and past performance is not indicative of future results. Advisory services are offered by Investment Advisory Representatives of RFG Advisory, LLC. Afia Wealth Management and RFG Advisory are separate entities. Trust Afia Wealth Management with your money and reputation, as we prioritize your financial success above all else.

Edward Jones is a reputable finance institution located at 2314 Harding Highway in Lima, Ohio, United States. Specializing in personalized financial services, Edward Jones is committed to helping individuals and families achieve their financial goals through expert guidance and tailored solutions. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you secure a stable financial future.

NWQ Wealth Partners is a leading finance institution located at 6012 Renaissance Place in Toledo, Ohio, United States. Our team of experienced financial advisors provide expert wealth management services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, NWQ Wealth Partners is dedicated to helping individuals and businesses build and protect their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.

Edward Jones is a renowned financial institution located in Ohio, United States. Specializing in personalized investment services, Edward Jones is dedicated to helping individuals achieve their financial goals through expert guidance and tailored strategies. With a commitment to building long-term relationships with clients, Edward Jones offers a wide range of financial solutions, including retirement planning, wealth management, and investment advice. Whether you are looking to grow your wealth or plan for the future, Edward Jones is here to provide trusted and reliable financial services.

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.

Derek Cipiti - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. They have licensed agents and representatives to provide these services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.

Money Concepts is a financial institution located at 118 East 3rd Street in Perrysburg, Ohio. We specialize in providing comprehensive financial planning and investment services to help our clients achieve their financial goals. Our team of experienced advisors offer personalized advice and solutions tailored to each individual's unique needs and circumstances. Whether you are looking to build wealth, save for retirement, or plan for your children's education, Money Concepts is here to help you navigate the complex world of finance with confidence and peace of mind. Visit us today to learn more about how we can help you secure a brighter financial future.

Dohn Dyke - Thrivent is a finance institution located at 1070 Commerce Drive in Perrysburg, Ohio, United States. Specializing in financial services, Dohn Dyke - Thrivent offers a range of financial products and solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, Dohn Dyke - Thrivent is committed to providing personalized and comprehensive financial guidance to its clients. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Dohn Dyke - Thrivent can help you navigate the complexities of the financial world and make informed decisions. Visit Dohn Dyke - Thrivent today to discover how they can help you secure your financial future.

Premier Planning Group in Toledo is a leading financial institution located at 114 South Superior Street in Toledo, Ohio. We specialize in providing top-notch financial planning services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you need help with retirement planning, investment management, or estate planning, Premier Planning Group is here to guide you every step of the way. Visit us today to learn more about how we can help you take control of your financial future.

Indicator Advisory Corporation is a finance institution located at 3061 Shoreland Avenue in Toledo, Ohio, United States. Founded by Bob Kneisley in 1986, the firm specializes in providing investment advice and consulting services to help clients build wealth successfully. Bob Kneisley, with his extensive experience in the field, has earned various designations and is a respected member of the finance community. The firm stands out for its unique approach to investment management, offering a proprietary ranking system for leading money managers. These managers, licensed to display the firm's "Direct Management Strategy ®" trademark, focus on eliminating mutual fund costs and tax inefficiencies to enhance investment performance for clients. The firm also ensures transparency in fee structures and uses independent third-party bank custodians to hold client assets, ensuring their safety.

Eikenberry Retirement Planning, located at 1441 Saint Marys Avenue in Sidney, Ohio, is a finance institution dedicated to helping individuals enjoy their retirement with greater financial confidence and independence. Certified Financial Planner™ Nick and Luke offer consultations to help clients determine if they can retire early and maximize their social security benefits. They also provide guidance on creating an estate plan, developing a spending plan, and implementing strategic tax planning for retirement. With a focus on protecting data and privacy, Eikenberry Retirement Planning is committed to helping clients achieve their investment goals and secure their financial future. Contact them today to start planning for a worry-free retirement.