TOP 30 Financial consultancy in Oxford, Ohio
37 results found
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Oxford Risk, LLC
● ClosedOxford Risk, LLC is an insurance agency located at 83 North Miller Road in Fairlawn, Ohio, United States. Specializing in providing risk management solutions, they offer a wide range of insurance products to protect individuals and businesses from potential financial losses. With a team of experienced professionals, Oxford Risk, LLC is committed to providing personalized service and tailored insurance plans to meet the unique needs of their clients. Whether you are looking for coverage for your home, car, business, or other assets, Oxford Risk, LLC is dedicated to helping you find the right insurance solutions to give you peace of mind.
83 N Miller Rd Suite #201, Fairlawn, OH 44333, United States -
Michael A Rudolph, Financial Services Professional - New York Life
● ClosedMichael A Rudolph, Financial Services Professional at New York Life, is a trusted and experienced finance and insurance agency located at 5995 Fairfield Road in Oxford, Ohio. With a commitment to providing personalized and comprehensive financial solutions, Michael A Rudolph helps clients navigate the complexities of financial planning, retirement, and insurance. Whether you are looking to secure your future, protect your loved ones, or grow your wealth, Michael A Rudolph is dedicated to helping you achieve your financial goals. With a focus on integrity, professionalism, and exceptional customer service, Michael A Rudolph, Financial Services Professional at New York Life, is your go-to partner for all your financial needs.
5995 Fairfield Rd #1, Oxford, OH 45056, United States -
Preferred Planning Associates - Oxford, OH
● ClosedPreferred Planning Associates in Oxford, OH is a trusted financial institution located at 31 Lynn Avenue. With a team of experienced professionals, they offer personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Preferred Planning Associates can provide expert guidance and support. Their commitment to excellence and customer satisfaction sets them apart as a preferred choice for financial planning in the Oxford area.
31 Lynn Ave, Oxford, OH 45056, United States -
Antonius Tax and Consulting, LLC
● ClosedAntonius Tax and Consulting, LLC is a reputable accounting and finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial consulting, and accounting solutions. Whether you are an individual or a business owner, Antonius Tax and Consulting, LLC is dedicated to providing personalized and quality services to help you achieve your financial goals.
5995 Fairfield Rd, Oxford, OH 45056, United States -
Oxford Financial Group, Ltd.
● ClosedOxford Financial Group, Ltd. is a finance institution located at 221 East 4th Street in Cincinnati, Ohio, United States. With over 43 years of experience, we specialize in providing multigenerational estate planning advice and innovative investment solutions to families and institutions. Our core belief is in working closely with our clients to help them achieve their financial goals. We offer a range of charitable giving vehicles, including Private Foundations, to assist clients in fulfilling their philanthropic aspirations. Oxford Financial Group, Ltd. is an independent registered investment advisor, providing financial planning services to individual clients. We are proud to have been included in the Financial Advisor’s RIA Survey & Ranking, based on our assets and services provided.
221 E 4th St, Cincinnati, OH 45202, United States -
LPL Financial
● OpenLPL Financial is a reputable finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a strong track record of providing comprehensive financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized guidance and strategic planning to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, LPL Financial is committed to helping you make informed decisions and build a solid financial foundation.
5995 Fairfield Rd # 2, Oxford, OH 45056, United States -
Pathway Financial Planning
● ClosedPathway Financial Planning is a trusted finance institution located at 33 West Walnut Street in Oxford, Ohio, United States. Our team of experienced financial planners is dedicated to helping individuals and families navigate their financial journey with confidence and clarity. We offer personalized financial planning services tailored to meet the unique needs and goals of each client. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Pathway Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
33 W Walnut St UNIT 8, Oxford, OH 45056, United States -
Edward Jones - Financial Advisor: Phillip F Abshire, AAMS™
● ClosedEdward Jones - Financial Advisor: Phillip F Abshire, AAMS™ is a reputable finance institution located at 335 South College Avenue in Oxford, Ohio, United States. Specializing in providing personalized financial planning and investment services, Phillip F Abshire, AAMS™ offers expert advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor.
335 S College Ave #102, Oxford, OH 45056, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center in Oxford, Ohio is a trusted institution that provides a wide range of banking and financial services to individuals and businesses. Conveniently located at 32 East High Street, this branch offers personalized assistance with everything from checking and savings accounts to loans and investments. With a team of knowledgeable professionals ready to help you achieve your financial goals, the Bank of America Financial Center is committed to providing top-notch customer service and innovative financial solutions. Visit us today to experience the difference that banking with Bank of America can make in your life.
32 E High St, Oxford, OH 45056, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 411 South Locust Street, Oxford, Ohio, United States, offers a wide range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assist in assessing your financial situation, helping you make informed decisions. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Utilize the value in your home with our equity options for your big projects. We are committed to helping communities thrive through our support for low- and moderate-income clients. Sign up for our emails to receive valuable tips and tools for improving your financial future. Visit us at our local financial center to learn more about our offerings.
411 S Locust St, Oxford, OH 45056, United States -
Oxford City Finance Department
● ClosedWelcome to the Oxford City Finance Department, your trusted partner in financial management and accounting services for the community of Oxford, Ohio. Conveniently located at 101 East High Street, our dedicated team of professionals is committed to ensuring the efficient and transparent management of the city's financial resources. As a pivotal part of the local government, the Oxford City Finance Department plays a crucial role in budgeting, financial planning, and the stewardship of public funds. We offer a wide range of services designed to support the financial well-being of our community, including comprehensive accounting solutions, financial reporting, and fiscal policy development.
101 East High Street, Oxford, Ohio 45056, United States -
U.S. Bank ATM - Oxford
● OpenWelcome to the U.S. Bank ATM located at 1 Lynn Avenue, Oxford, Ohio 45056. Our ATM offers convenient access to your finances, allowing you to manage your money securely and efficiently. Whether you're withdrawing cash, checking your balance, or transferring funds, our user-friendly ATM ensures a seamless banking experience. Discover the benefits of U.S. Bank's financial services, including our Bank Smartly Checking® account, which provides a simple and secure way to handle your finances. Our convenient online checkout experience makes shopping easy and hassle-free. If you're considering borrowing, our experienced loan officers and bankers are ready to assist you with all your loan and mortgage questions.
1 Lynn Avenue, Oxford, Ohio 45056, United States -
Scott Hall
● OpenScott Hall is a prestigious school located at 500 Maple Street in the charming town of Oxford, Ohio, United States. Our institution is dedicated to providing a top-notch education to students of all ages. With state-of-the-art facilities and a team of highly qualified educators, Scott Hall offers a dynamic learning environment where students can thrive academically and personally. Come visit us and see why Scott Hall is the perfect place to unlock your full potential.
500 Maple St, Oxford, OH 45056, United States -
Miami University Admission Visit Center
● OpenMiami University Admission Visit Center, located at 301 Maple Street in Oxford, Ohio, is a place where students can explore their educational options and discover the endless possibilities that Miami University has to offer. With a focus on addressing today's challenges with deep knowledge and bold ideas, Miami University is dedicated to building a brighter tomorrow for all students. The institution celebrates entrepreneurship with the RedHawk50 Awards and recognizes the accomplishments of inspiring individuals within the Miami community. At Miami University, students have the opportunity to choose from a variety of programs that will open up a wealth of career opportunities and provide an ideal learning environment.
301 Maple St, Oxford, OH 45056, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 5226 Westgate Drive in Oxford, Ohio, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a wide range of insurance products and investment solutions to help individuals and businesses achieve their financial goals. The institution is known for its commitment to providing personalized and comprehensive financial planning services to its clients. With a team of experienced professionals, Northwestern Mutual strives to build long-lasting relationships with its customers by offering top-notch financial advice and support.
5226 Westgate Dr, Oxford, OH 45056, United States -
Scott Neumann - State Farm Insurance Agent
● ClosedScott Neumann - State Farm Insurance Agent is an insurance agency located at 1398 North Shoop Avenue, Wauseon, Ohio, United States. They offer Car and Homeowners Insurance Quotes 24/7, Life Insurance, and serve the areas of Wauseon, Ohio and Fulton County OH. With 44 years of State Farm experience, Scott Neumann proudly serves Northwest Ohio and Michigan. He is a graduate of Miami University in Oxford, Ohio and a 29 year Ambassador Club Qualifier. The institution provides information on the dangers of drunk driving, coverage for detached structures and swimming pools in home insurance, and offers tools to help build an emergency fund. They also offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Scott Neumann - State Farm Insurance Agent emphasizes the importance of avoiding drinking and driving, building a financial safety net, and understanding the various insurance options available. Customers can contact them at (419) 337-4667 for assistance.
1398 N Shoop Ave #2, Wauseon, OH 43567, United States -
P A Snyder & Co Inc
● OpenP A Snyder & Co Inc is a reputable accounting and finance institution located at 600 McGuffey Avenue in Oxford, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust P A Snyder & Co Inc for their expertise and dedication to providing top-notch financial solutions.
600 McGuffey Ave, Oxford, OH 45056, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 5217 College Corner Pike in Oxford, Ohio, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, the knowledgeable professionals at H&R Block are dedicated to helping you achieve your financial goals.
5217 College Corner Pike, Oxford, OH 45056, United States -
Barnthouse & Cornett CPA'S
● OpenBarnthouse & Cornett CPA'S is a reputable accounting and finance institution located at 31 Millville Oxford Road in Hamilton, Ohio, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
31 Millville Oxford Rd, Hamilton, OH 45013, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. The Cincinnati team at Buckingham Strategic Wealth is dedicated to helping clients achieve retirement success through a people-first approach to wealth planning. With decades of experience, the team uses an evidence-driven philosophy to guide clients through market fluctuations and planning decisions. Having served the Cincinnati area since 2003, the team of advisors at Buckingham Strategic Wealth, previously known as Oxford Financial Partners, joined forces in 2023 to provide long-term partnership and fiduciary financial advice to clients. By leveraging Buckingham's vast resources, the team ensures investment decisions are made with the client's best interests in mind, upholding the highest standard of care and offering clarity and confidence along the way.
8044 Montgomery Rd Suite 163, Cincinnati, OH 45236, United States -
Roger Ames Inc
● OpenRoger Ames Inc is a well-established institution located at 5995 Fairfield Road in Oxford, Ohio, United States. Specializing in a wide range of services, this institution is known for its dedication to excellence and commitment to customer satisfaction. With a team of highly skilled professionals, Roger Ames Inc offers top-notch solutions tailored to meet the unique needs of its clients. Whether you are looking for expert advice, innovative solutions, or reliable services, Roger Ames Inc is the go-to institution for all your needs.
5995 Fairfield Rd # 2, Oxford, OH 45056, United States -
Shoker Investment Counsel, Inc.
● ClosedShoker Investment Counsel, Inc. is a reputable finance institution located at 3642 Kehr Road in Oxford, Ohio, United States. With a team of experienced professionals, they offer expert financial advice and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Shoker Investment Counsel, Inc. can provide personalized solutions to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, they are committed to helping you secure a stable financial future.
3642 Kehr Rd, Oxford, OH 45056, United States -
Bank of America ATM
● ClosedThe Bank of America ATM located at 32 East High Street in Oxford, Ohio, United States, provides convenient access to financial services for customers in the area. As a trusted name in the banking industry, Bank of America offers secure and reliable ATM services for cash withdrawals, deposits, and account inquiries. Whether you're a local resident or a visitor to the area, you can rely on this ATM for all your banking needs. Experience the convenience and efficiency of Bank of America ATM services at this location.
32 E High St, Oxford, OH 45056, United States -
Robinson Tax Services
● ClosedRobinson Tax Services is a trusted accounting and finance institution located at 8910 Dayton-Oxford Road in Franklin, Ohio, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to help you navigate the complexities of the financial world. Trust Robinson Tax Services for all your accounting and finance needs.
8910 Dayton-Oxford Rd, Franklin, OH 45005, United States -
LCNB National Bank
● ClosedLCNB National Bank is a trusted financial institution located at 30 West Park Place in Oxford, Ohio, United States. As a full-service bank, LCNB offers a wide range of banking and financial services including checking and savings accounts, loans, mortgages, and investment options. With a commitment to providing personalized customer service and innovative financial solutions, LCNB National Bank is dedicated to helping individuals and businesses achieve their financial goals. Additionally, LCNB National Bank also provides convenient ATM services for easy access to cash withdrawals and account inquiries.
30 W Park Pl, Oxford, OH 45056, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 5720 College Corner Pike in Oxford, Ohio, United States. While their tax advance loans have ended this year, their Tax Pros are still available to help you maximize your refund. You can drop off your tax documents and have a Tax Pro take care of the rest, with a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop, with a guaranteed biggest refund. Refund Advance loans, repaid with your tax refund, were available at select locations for a limited time. Appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters are offered. It is recommended to book an appointment online or by calling (513) 845-0199. The Tax Pros at this location speak English and are ready to help you get the most out of your tax return. Remember, when every dollar matters, it matters who does your taxes.
5720 College Corner Pike, Oxford, OH 45056, United States -
Hammond Day Investment Group, Inc.
● OpenHammond Day Investment Group, Inc. is a reputable finance institution located at 2060 Oxford Avenue in Cincinnati, Ohio, United States. With a focus on providing expert financial guidance and investment services, Hammond Day Investment Group, Inc. is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Hammond Day Investment Group, Inc. is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Hammond Day Investment Group, Inc. is the go-to destination for all your financial needs.
2060 Oxford Ave, Cincinnati, OH 45230, United States -
Patrick Walsh at Buckingham Strategic Wealth
● ClosedLocated at 8044 Montgomery Road in Cincinnati, Ohio, Patrick Walsh at Buckingham Strategic Wealth is a finance institution dedicated to helping clients achieve retirement success. With a team that has decades of experience in guiding clients towards their financial goals, they take a people-first approach to wealth planning. By utilizing an evidence-driven philosophy, they ensure that clients understand how to navigate the ups and downs of the market and financial decision-making. The Cincinnati team has been serving the area since 2003, previously known as Oxford Financial Partners before joining Buckingham Strategic Wealth in 2023. Clients appreciate the long-term partnership approach that the advisors take when working with them, as they act as fiduciary financial advisors who prioritize the client's best interests. By leveraging Buckingham's vast resources, they make investment decisions that align with their clients' goals and provide clarity and confidence every step of the way.
8044 Montgomery Rd Suite 163, Cincinnati, OH 45236, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 510 Oxford State Road in Middletown, Ohio, United States. Specializing in tax services, Liberty Tax offers a range of financial solutions to help individuals and businesses navigate the complexities of tax season. With a team of knowledgeable professionals, Liberty Tax provides expert advice and assistance to ensure clients maximize their tax returns and minimize their liabilities. Whether you need help with tax preparation, planning, or filing, Liberty Tax is committed to providing personalized and reliable service to meet your financial needs.
510 Oxford State Rd, Middletown, OH 45044, United States -
Douglas E Sitzler CPA
● OpenDouglas E Sitzler CPA is a reputable accounting and finance institution located at 5359 College Corner Pike in Oxford, Ohio, United States. With a strong focus on providing top-notch financial services, this institution is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Led by experienced professionals, Douglas E Sitzler CPA offers a wide range of services including tax preparation, financial planning, and consulting. Clients can trust in the expertise and integrity of this institution to help them achieve their financial goals.
5359 College Corner Pike, Oxford, OH 45056, United States
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