TOP 10 Financial education in Middletown, OH
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Middletown Area School Credit Union
Middletown Area School Credit Union, located at 1730 Central Avenue in Middletown, Ohio, is a finance institution dedicated to providing efficient and quality service to its members. As a small credit union, they pride themselves on being able to give each member the personal attention they deserve. Their commitment to building relationships with their members sets them apart and ensures a positive banking experience for all.
Cincinnati State at Miami University Middletown Campus
Cincinnati State at Miami University Middletown Campus is a university located at 4200 North University Boulevard in Middletown, Ohio, United States. The institution offers a variety of programs and majors to help students explore their career options and develop the skills needed for employment. The campus also provides Moving Beyond Undecided Sessions to assist students with career exploration and program selection. The Career Center staff is available to guide students through the process and help them understand the different career paths within their chosen major.
Miami University Middletown
Miami University Middletown is a branch campus of Miami University located in Middletown, Ohio. Situated at 4200 North University Boulevard, the institution offers a wide range of academic programs and degrees in a variety of fields. With a focus on providing quality education and resources to its students, Miami University Middletown is committed to fostering a supportive and engaging learning environment. Whether you're looking to pursue a bachelor's degree, earn credits towards a higher education, or enhance your professional skills, this university is dedicated to helping you achieve your academic and career goals.
Summit Financial Advisors, Inc.
Summit Financial Advisors, Inc. is a reputable finance institution located at 300 North Main Street in Middletown, Ohio, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your children's education, we are here to help. At Summit Financial Advisors, Inc., we prioritize transparency, trust, and integrity in all of our interactions with clients. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Edward Jones - Financial Advisor: Caitlin R McBee, AAMS™
Edward Jones - Financial Advisor: Caitlin R McBee, AAMS™ is a reputable finance institution located at 612 North University Boulevard in Middletown, Ohio, United States. As a trusted financial advisor, Caitlin R McBee, AAMS™ specializes in providing personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, clients can rely on Caitlin R McBee, AAMS™ to provide expert guidance and tailored solutions to meet their financial needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Caitlin R McBee, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Jennifer Doherty - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Doherty is a Financial Advisor at Ameriprise Financial Services, LLC located at 1047 Summit Drive in Middletown, Ohio, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. Jennifer is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a strong code of ethics and continuing education to ensure her clients receive the best financial guidance possible. With a focus on personalized service and a wide range of certifications, Jennifer Doherty is a trusted financial advisor for all your financial planning needs.
Edward Jones - Financial Advisor: Meg Ortman
Edward Jones - Financial Advisor: Meg Ortman is a trusted financial institution located at 612 North University Boulevard in Middletown, Ohio, United States. As a dedicated financial advisor, Meg Ortman provides personalized investment and wealth management services 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. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Meg Ortman and the team at Edward Jones are here to help you every step of the way.
Edward Jones - Financial Advisor: Jerry M Buchheit
Edward Jones - Financial Advisor: Jerry M Buchheit is a reputable finance institution located at 612 North University Boulevard in Middletown, Ohio, United States. Jerry M Buchheit is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jerry M Buchheit strives to provide expert guidance and support to clients in navigating the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jerry M Buchheit is committed to helping you secure a strong financial future.
Finness academy
Finness Academy is a prestigious school located at 904 Beech Street in Middletown, Ohio, United States. Our institution is dedicated to providing high-quality education and training in the fields of finance, business, and entrepreneurship. With experienced faculty members and state-of-the-art facilities, Finness Academy offers a dynamic learning environment where students can develop their skills and knowledge to succeed in the competitive world of finance. Join us at Finness Academy and unlock your potential for a successful career in the financial industry.
Edward Jones Investments
Edward Jones Investments is a renowned finance institution located at 608 North University Boulevard in Middletown, Ohio, United States. With a strong reputation for providing personalized investment services, Edward Jones is committed to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offers a wide range of investment options and financial planning services to meet the unique needs of each client. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones Investments is dedicated to helping you build a secure financial future.
Liberty Tax
Liberty 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.
Huntington Mortgage Group
Huntington Mortgage Group, located at 76 Ohlin Dr, New Middletown, OH, is dedicated to serving the financial needs of the community with a deep commitment to growth, health, and safety. We offer a range of financial services including mortgage lending, personal banking, and investment products tailored to help you manage your money effectively today, tomorrow, and into the future.Our Commitment to the Community:At Huntington, we believe in giving back to those who dedicate their lives to serving others. Our Huntington Honors℠ program is a testament to this commitment. Through this program, Huntington Perks Checking® account holders who are current or retired service members of the United States Armed Forces, educators, law enforcement officers, first responders, or nurses can enjoy waived monthly maintenance fees. Documentation of employment or military status may be required to establish eligibility.Why Choose Huntington Mortgage Group:1. Checking Account Benefits: We highlight six benefits of having a checking account to help you manage your finances better. 2. Online Banking: Embrace the convenience of modern banking with our online services, designed to make your financial management easier and more efficient. 3. Community Support: Huntington has made over 600 donations to programs that support community growth, totaling over $10 million.
United States Postal Service
Welcome to the United States Postal Service located at 320 North Verity Parkway, Middletown, Ohio. As a cornerstone of the community, our post office is dedicated to providing reliable and efficient postal and financial services to residents and businesses alike. Whether you need to send a package, purchase postage, or manage your finances, our friendly and knowledgeable staff are here to assist you every step of the way. We offer a wide range of services including mail and package delivery, PO Box rentals, money orders, and more. Committed to excellence, the United States Postal Service in Middletown ensures that your mailing and financial needs are met with the utmost care and professionalism. Visit us today and experience the convenience and trust that have made USPS a beloved institution in communities nationwide.
Herr-Riggs Funeral Home
Welcome to Herr-Riggs Funeral Home, located at 210 South Main Street, Middletown, Ohio. We are dedicated to helping families and friends honor their loved ones with dignity and compassion. At Herr-Riggs, we understand the importance of acknowledging the individuality and unique life journey of each person. Honoring their life is a profound act of love, providing comfort and healing after loss. Our commitment to supporting you through this challenging time is unwavering. With our online grief support services, you can access counseling, participate in group grief sessions, or watch interactive videos at your convenience, 24/7. No matter how you are feeling, rest assured that you are never alone in your journey of healing.
MyUSA Credit Union
Welcome to MyUSA Credit Union, conveniently located at 1201 Crawford Street, Middletown, Ohio 45044. As a trusted provider in the finance sector, we offer a wide range of services, including ATMs and financial solutions tailored to meet your needs. Our mission is to empower our Members with the knowledge and tools they need to make informed financial decisions and achieve their dreams. We are committed to education and community building, which is why we offer the innovative Zogo financial literacy app. This app provides engaging, gamified lessons that make learning about finance fun and rewarding, allowing you to earn real-life gift cards as you enhance your financial knowledge.
Tina Soutar - Intuit TurboTax Verified Pro
Welcome to Tina Soutar - Intuit TurboTax Verified Pro, your trusted partner for tax preparation and financial guidance in Middletown, Ohio. Conveniently located at 203 Alamo Road, we specialize in helping you navigate the complexities of tax laws to minimize your tax liability, ensuring you keep more of your hard-earned money. With over 20 years of experience in taxation, Tina Soutar offers expertise in individual, small business, corporate, and payroll tax returns. As part of TMS Tax Accounting Services Inc, Tina's extensive knowledge and personalized service guarantee accuracy and peace of mind. Each tax return is meticulously reviewed to ensure it is 100% correct before filing.
MyUSA Credit Union
Welcome to MyUSA Credit Union, located at 3600 Towne Boulevard, Middletown, Ohio 45005. We are your trusted partner in finance, offering a wide range of services including ATM facilities and financial solutions designed to empower our Members. At MyUSA Credit Union, we are committed to building strong communities through education and empowerment. Our innovative approach includes the Zogo financial literacy app, which offers gamified, bite-sized lessons that help you learn and earn real-life gift cards! Our focus is to equip you with the knowledge to make smart financial decisions and achieve the life of your dreams. For more information on our financial offerings, refer to the Datatrac Report for detailed calculations.
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