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TOP 30 Financial growth for service members in Ohio
29 results found
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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.
OSC Insurance Services
OSC Insurance Services is an insurance agency located at 3711 Chester Avenue in Cleveland, Ohio, United States. We are dedicated to passionately protecting our partners from undue risks by providing informed insights and measurable results. Our team proactively addresses continuous regulatory changes and applies best practices to ensure organizational impact. With our IrisX tracking technology, we offer actionable data and automation efficiencies for even the most complex asset portfolios. Banks of all types and sizes, as well as community banks, rely on OSC for tracking insurance data, competitive coverage, and more. Credit unions, from community-based to national, trust OSC as a partner for their membership needs.
Project LIFT Behavioral Health Services
Located at 4415 Euclid Avenue in Cleveland, Ohio, Project LIFT Behavioral Health Services is a health institution dedicated to creating a safe space for Black teens, adults, and fathers. Through social justice and prevention advocacy, Project LIFT aims to empower these individuals to be transformative members of society. The institution focuses on promoting equality and economic growth by providing behavioral health services, resources, training, workshops, and tools to uplift Black men. At Project LIFT, the primary focus is on leveling the playing field for at-risk youth, particularly young Black men, by equipping them with skills, strategies, and disciplined principles for emotional and financial wellness. The programs and events offered by Project LIFT are designed to help young men and fathers thrive by tapping into their ingenuity, fortitude, and celebrating their successes.
Rinehart & Dayhoff - Ameriprise Financial Services, LLC
Rinehart & Dayhoff - Ameriprise Financial Services, LLC is a finance institution located at 10050 Innovation Drive in Miamisburg, Ohio, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution is committed to diversity, inclusion, and creating a better future for all. They have received recognition for their support of veterans and their families through veteran recruiting and development programs. Ameriprise Financial Services is also recognized for disability inclusion and equality. Financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate referrals and assure that the referred individuals will be contacted soon.
Calfee Financial Advisors
Calfee Financial Advisors is a comprehensive financial planning institution located at 16930 Knolls Way in Chagrin Falls, Ohio, United States. Specializing in serving high net worth entrepreneurs, business owners, families, and their successors, Calfee Financial Advisors offers personalized financial planning services tailored to meet the unique needs of each client. With over 30 years of experience working with entrepreneurs, the institution understands the importance of coordinating and integrating long-term financial goals to provide growth and protection of wealth. Calfee Financial Advisors takes the time to truly get to know their clients, their families, goals, needs, and dreams, viewing financial planning as an ongoing process. The institution values the ability to identify, separate, and coordinate longer-term financial, wealth, and value goals to achieve growth and protection of wealth.
David Lowe - Financial Advisor, Ameriprise Financial Services, LLC
David Lowe is a financial advisor at Ameriprise Financial Services, LLC, located at 3045 Newmark Drive in Miamisburg, Ohio, United States. With a focus on providing personalized financial planning services, David helps clients navigate the complexities of retirement planning, investment strategies, and wealth management. He is committed to helping clients achieve their financial goals and secure a more confident financial future. Clients can access background and qualification information about David Lowe on FINRA's BrokerCheck website. Additionally, Ameriprise Financial Services, LLC provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial transactions.
First Command Financial Advisor - Brad Cleeton
First Command Financial Advisor - Brad Cleeton is a finance institution located at 51 Plum Street, Beavercreek, Ohio, United States. This institution provides financial services to clients on a voluntary basis, with no direct or indirect compensation given for testimonials. The experience of one client may not be representative of others, but First Command strives to provide quality financial advice and assistance to all clients. Please note that past performance is not indicative of future success.
Tim Walsh - Financial Advisor, Ameriprise Financial Services, LLC
Tim Walsh - Financial Advisor at Ameriprise Financial Services, LLC, located at 3174 Mack Road, Fairfield, Ohio, United States, is dedicated to helping clients achieve their financial goals. As a trusted wealth manager, Tim Walsh provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular reviews and updates to ensure their financial approach aligns with life changes. With secure online access to track progress and communicate with Tim, clients can stay informed and confident in their financial future. Ameriprise Financial was recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, highlighting their commitment to client-centered service. Schedule a complimentary initial consultation to learn more about how Tim Walsh can support your financial goals and navigate the current market landscape. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.
Steven Frederick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Steven Frederick is a private wealth advisor at Ameriprise Financial Services, LLC located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. Steven may only conduct securities business with residents of states in which he is properly registered. The institution offers consultations to discuss financial planning concepts and help clients achieve their financial goals. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated and will be contacted soon. The institution prioritizes privacy and security for its clients.
Eric Tolbert & Associates - Ameriprise Financial Services, LLC
Eric Tolbert & Associates - Ameriprise Financial Services, LLC, located at 1422 Euclid Avenue, Cleveland, Ohio, United States, is a finance institution dedicated to helping clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, our team of Ameriprise Financial Advisors provides personalized advice to help clients achieve their financial goals in both the short and long term. With over 125 years of history, we understand the importance of building a trusting relationship with our clients to set them up for financial success. Our advisors are registered to do business in certain U.S. states and are committed to providing tailored advice to help clients reach their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or implement a financial wellness program in your workplace, our team is here to help.
Ohio Northern University
Ohio Northern University is located at 525 South Main Street in Ada, Ohio, United States. As a university, it offers a wide range of programs and opportunities for students to explore and discover their true potential. With a focus on adventure and discovery, Ohio Northern University is where your future awaits. The institution boasts renowned faculty members, successful alumni, and a strong sense of community. From groundbreaking research in evolutionary biology to engaging workshops and events, there is always something exciting happening at ONU. The university also prioritizes student safety and success, with high placement rates for graduates and a commitment to providing a well-rounded education. Whether you are interested in law, cybersecurity, graphic design, or the arts, Ohio Northern University has something for everyone. So come join us on this exciting journey of learning and growth, where adventure awaits, discovery awaits, and your true north awaits at Ohio Northern University.
St. Joseph Catholic School
St. Joseph Catholic School, located at 104 West Broadway Street in Maumee, Ohio, is a vibrant institution dedicated to fostering a strong sense of faith and community. At St. Joseph Catholic Church, we strive to emulate Christ's love for the Church by supporting and caring for one another. Our school offers a rigorous academic curriculum infused with the teachings of the Catholic faith. In addition to providing quality education, St. Joseph Catholic Church also offers sacramental preparation for those looking to deepen their spiritual journey. Whether you are seeking baptism, confirmation, reconciliation, anointing of the sick, ordination, matrimony, or simply want to learn more about the Catholic faith, our institution is here to support you every step of the way.
Bryan Weimerskirch - State Farm Insurance Agent
Bryan Weimerskirch - State Farm Insurance Agent is a reputable insurance agency located at 201 North Main Street in Delphos, Ohio, United States. As the spring season ushers in new beginnings, their team is dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, they are here to guide you through this season of growth and renewal. Serving Delphos, Lima, Van Wert, and surrounding communities, Bryan Weimerskirch State Farm offers a wide range of insurance options including auto, home, renter's, pet, small business, commercial auto, and life insurance. Led by Bryan Weimerskirch, a dedicated member of the Delphos community for nearly 30 years, the agency is committed to providing personalized service and top-quality products to their customers. Rhonda and Maria, experienced team members, are passionate about helping customers find the right coverage for their needs and building lasting relationships. Stevie and Sam, recent additions to the team, bring valuable experience in customer service and are eager to educate families about insurance options. Whether you need assistance with auto insurance, health insurance, or financial planning, Bryan Weimerskirch State Farm is here to help you navigate your insurance needs and protect your future dreams. Contact them today to create a Personal Price Plan tailored just for you!
Brad Carpenter - State Farm Insurance Agent
Brad Carpenter - State Farm Insurance Agent is a reputable insurance agency located at 373 Wooster Road North in Barberton, Ohio. Situated just half a mile north of White House Chicken and Marc's, our office is easily accessible with plenty of parking available. We offer a wide range of insurance services including Individual, Family, Senior, Business, Auto, Home, Life, and Health insurance. At our agency, we prioritize building personal, long-term relationships with our clients to help them protect the things they love and value most. Our team is dedicated to educating and empowering individuals to achieve their definition of success in the financial and insurance industry. We cater to the Stark, OH area including Jackson Township, Massillon, Canton, Akron, and other nearby areas.
Russ Karban
Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.
Mark Smith
Mark Smith is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Since joining Savage and Associates in 1990, Mark Smith has been dedicated to helping individuals achieve their financial goals. With a talent for simplifying complex financial matters, Mark motivates his clients to make positive decisions for their futures. Licensed in multiple states, Mark has clients all across the country. Mark's background includes serving in the U.S. Marine Corps and working as a training instructor for the 180th Fighter Wing of the Air National Guard in Ohio. He holds an Associate degree in Marketing from the University of Toledo. Alongside his wife, Janet, Mark has three children and nine grandchildren.
John Metzger
John Metzger is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. John Metzger joined Savage & Associates in 2016 with a mission to positively impact the community by offering sound insurance and financial strategies for protection and growth. Specializing in insurance protection, investments, and retirement plans for individuals, families, corporations, and nonprofits, John is dedicated to providing personalized and comprehensive financial services. John Metzger holds a Bachelor of Business Administration degree with a focus in Marketing and Organizational Leadership from the University of Toledo. He is registered in multiple states and holds designations as a Life and Health Licensed professional in Michigan, Ohio, and Virginia, as well as an Accredited Investment Fiduciary (AIF®).
Ascend Consulting LLC
Ascend Consulting LLC is a financial institution located at 139 West Columbus Avenue in Bellefontaine, Ohio, United States. Specializing in accounting and finance, Ascend Consulting helps businesses develop clear plans for growth and success. They evaluate finances, roles within the organization, and provide expert advice to align with business goals. Clients like Derek and Suzanne Gillespie of Shoreline Construction have praised Ascend Consulting for their valuable insights and guidance. Jacob, a key member of the team, has been described as a true rockstar for his ability to break down complex issues and provide effective tax strategies. Whether you need help with business taxes or CFO advisory work, Ascend Consulting is highly recommended for their expertise and dedication to helping businesses thrive.
Katterhenry Investment Group of NEST Capital
Katterhenry Investment Group of NEST Capital is a finance institution located at 51 South Stanfield Road in Troy, Ohio, United States. The institution is proud to be recognized by the Forbes Best-in-State Wealth Management Teams rating algorithm, which is based on industry experience, compliance records, assets under management, and other criteria. The group offers a range of investment products and services to help clients build their financial plans for the future. NEST Capital has office locations in Ohio and Illinois, serving clients and advisors nationwide. Please note that securities-related services may not be provided to individuals residing in certain states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Additionally, it is important to note that by visiting the institution's website, you will be leaving the Wells Fargo website and entering a privately owned website. It is recommended to review the third-party's policies and terms and conditions before proceeding. Visit our new video page to hear from the members of Katterhenry Investment Group.
RSM US LLP
RSM US LLP is a leading accounting and finance institution located at 405 Public Square in Troy, Ohio, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated team of experts and a robust research program to support your business strategy and global industry trends. With a focus on building perspectives and designing solutions to drive your business forward, RSM's advisors bring insight, broad service offerings, and global technical resources to help you make confident decisions in an ever-changing market. Embracing digital tools to enhance the client experience and enable business growth, RSM is committed to progress and innovation. The team at RSM values diversity, ownership, and making a meaningful impact on clients, communities, and careers. As the U.S. member firm of RSM International, a global network of independent assurance, tax, and consulting firms, RSM US LLP collaborates with international partners to provide services to global clients while maintaining separate legal entities.
Monument Square Corporation
Monument Square Corporation is a prominent institution located at 33 Monument Square in Urbana, Ohio, United States. This corporation is known for its commitment to excellence and dedication to serving the community. With a strong focus on innovation and collaboration, Monument Square Corporation offers a wide range of services and programs aimed at supporting local businesses and fostering economic growth. Whether you are a small business owner looking for resources or a community member seeking opportunities for involvement, Monument Square Corporation is a valuable resource for all. Visit us today and see how we can help you achieve your goals.
RSM US LLP
RSM US LLP is a leading accounting and finance institution located at 6 South Patterson Boulevard in Dayton, Ohio, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping businesses navigate change and align with industry trends. With a team of experts and a robust research program, RSM provides valuable insights and solutions to drive business growth. Embracing digital tools and innovation, RSM offers a personalized and progressive experience for clients. As a member of the global network RSM International, RSM US LLP collaborates with other independent firms to serve global clients. With a focus on understanding and empowering their clients, RSM is committed to making a meaningful impact on careers, communities, and beyond. Visit their website for more information on their services and values.
TerraStrat
TerraStrat is a finance institution located at 25 North Street, Dublin, Ohio, United States. Our multi-dimensional team prioritizes the needs of our clients, providing simplistic solutions in a complex marketplace. With proprietary analytics and extensive industry experience, we excel in maximizing investments in new site placements, reducing redundancies, and optimizing businesses. Our data-driven growth strategy, utilizing predictive modeling, helps clients achieve superior results with a branch-level game plan. Think of us as an extension of your team, offering full-service project and program management tailored to your business needs. Our articles, insights, and analysis from industry thought leaders create a competitive advantage for our clients. We understand the importance of data in winning in the post-pandemic retail marketplace. The next five years in retail financial services will be different, and we are here to help you prepare. Contact us today to speak with a member of our team and start optimizing your business strategies with TerraStrat.
The Litwin Group
The Litwin Group is a finance institution located at 9999 Carver Road in Cincinnati, Ohio, United States. Our personalized approach focuses on understanding your core values and goals, as well as your family dynamics and future aspirations. We recognize that the market, economy, and client needs are constantly evolving, and we prioritize what is appropriate for our clients over fleeting trends. Our process is designed to help clients progress towards their financial goals by staying proactive and informed. Each client is unique, and we tailor our services through in-depth discovery, analysis, and organization. The Litwin Group is dedicated to providing personalized financial guidance and support to help clients navigate the complexities of investing and wealth management. (Form CRS Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com) Your privacy and financial security are important to us, and we are committed to transparency and providing important disclosures to our clients. Investing involves risk, including the potential loss of invested principal.
Carleton McKenna & Co, LLC
Carleton McKenna & Co, LLC is a finance institution located at 1801 East 9th Street, Cleveland, Ohio, United States. We specialize in providing expert sell-side M&A advisory services to middle market clients, assisting with capital raising for growth initiatives, and maximizing enterprise valuation for clients not yet ready to sell. Our team of experts delivers creative and clear processes for business owners undergoing critical transitions, ensuring maximum value and success. Securities are placed through Carleton McKenna Advisors, LLC, a registered broker-dealer and member of FINRA and SIPC. Trust us to be your advocate in maximizing life-changing transactions.
JR Hassen Wealth Management
JR Hassen Wealth Management, located at 1353 Market Avenue North in Canton, Ohio, has been assisting businesses, families, and individuals with their growth and retirement income plans since 2012. Joe Hassen, a United States Marine Corps Veteran and graduate of the University of Nevada Las Vegas, takes a personalized approach to financial planning, getting to know each client and their family to create a tailored retirement accumulation or distribution plan. In addition to managing investments such as 401k/IRA assets, the institution also provides advice on Social Security filing strategies, pension filing strategies, and protection strategies. Joe is actively involved in the community, serving on boards for North Canton Little League and North Canton Youth Football, as well as being a member of the Rotary Club of Plain Township.
Chris Heerdegen
Chris Heerdegen is a finance institution located at 1760 Manley Road, Maumee, Ohio, United States. For over 31 years, Chris has been helping small business owners and everyday, hardworking people plan for the retirement lifestyles they desire. He offers recommendations to help protect retirement savings and creates comprehensive plans tailored to each client's unique financial goals and quality of life issues. As a part-time college instructor teaching retirement planning courses, Chris has the ability to break down financial concepts into clear and simple terms. With a focus on protecting family financial security and helping clients increase their net worth, Chris provides a diversified approach to financial planning that balances income growth with risk tolerance. As a registered representative of MML Investors Services, LLC, Chris offers securities, investment advisory, and financial planning services. The institution also includes financial planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT). The culture at Chris Heerdegen values teamwork, client service, and community involvement. The institution recently hosted its 7th Annual Silent Auction in support of The Victory Center, showcasing its commitment to giving back to the community. Chris Heerdegen is a trusted and experienced guide for individuals planning for the retirement of their dreams.
Kovacs Colon & Associates
Kovacs Colon & Associates is a law firm located at 7155 Corazon Drive in Dublin, Ohio, United States. Specializing in business and tax law, the firm is led by principal Mr. Kovacs-Colón, who has extensive experience in representing closely held businesses, high net worth individuals, and professional service organizations. The firm offers services such as business entity selection, formation, governance, mergers and acquisitions, ERISA, employee benefits, and executive compensation. Mr. Kovacs-Colón has a strong background in financial product regulations, qualified and non-qualified deferred compensation programs, welfare benefit programs, tax-exempt organizations, and estate planning. He has represented clients in Federal Court and provided valuable counseling on a variety of business and tax-related matters. The firm's objective is to maximize the flexibility of businesses to achieve operational objectives while minimizing taxation, ultimately fueling financial growth for both the business and its stakeholders. With a focus on providing sophisticated qualified plan and fringe benefit plans, Kovacs Colon & Associates helps clients reach their financial goals and protect their assets. Francis Kovacs-Colón, the firm's principal, is a highly qualified attorney with a Bachelor's degree from Ohio State University, a Juris Doctor from Capital University Law School, and an LL.M. from Capital University Law School. He is fluent in Spanish and a member of various legal associations. His practice extends to a wide range of legal areas, including executive compensation, welfare benefit programs, tax-exempt organizations, and estate planning.
Day Air Credit Union
Day Air Credit Union, located at 4100 West Third Street in Dayton, Ohio, is a trusted financial institution dedicated to providing a better banking experience for all its members. With a convenient mobile app, Day Air makes it easy to bank anytime, anywhere. Offering a variety of services including appointments, competitive rates, multiple locations, and online chat support, Day Air is committed to helping individuals achieve their financial goals. Whether you're looking to make a major purchase with a buy now, pay later program or need assistance with filing your taxes, Day Air is here to help. The credit union also prioritizes community service, receiving awards for their contributions to social responsibility and supporting local organizations.
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