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TOP 30 Financial health management in Ohio
912 results found
Search for local businesses, places and services near you
Kristen Eastman
Kristen Eastman is a health institution located at 8701 Darrow Road, Twinsburg, Ohio, United States. Dr. Kristen Eastman, PsyD, specializes in child, family, and adult psychology, focusing on the evaluation and treatment of childhood anxiety disorders, developmental concerns, and marital and parenting issues. She has a special interest in selective mutism, childhood social anxiety, social skills building, and self-esteem/assertiveness-building in children and adolescents. Dr. Eastman offers group programs in these areas throughout the year. She received her medical education from the California School of Professional Psychology in Los Angeles, California, and has been practicing since 1999. Dr. Eastman also offers services for ADHD, adolescent and family issues, depression, clinical behavioral pediatrics, and more.
Thomas James Associates
Thomas James Associates is a leading health institution located at 1095 Nimitzview Drive in Cincinnati, Ohio, United States. With a focus on providing high-quality healthcare services to patients, Thomas James Associates offers a wide range of medical treatments and procedures to meet the needs of individuals in the community. The institution is dedicated to promoting wellness and improving the overall health and well-being of its patients. With a team of experienced healthcare professionals, Thomas James Associates strives to deliver compassionate and personalized care to all who walk through its doors.
LobertCMC
LobertCMC is a leading health institution located at 9403 Kenwood Road in Blue Ash, Ohio, United States. We specialize in providing comprehensive medical care and services to our patients, with a focus on promoting health and wellness. Our dedicated team of healthcare professionals is committed to delivering high-quality care and personalized treatment plans to meet the individual needs of each patient. At LobertCMC, we strive to create a welcoming and supportive environment where patients can feel comfortable and confident in their healthcare journey. Contact us today to schedule an appointment and experience the exceptional care that LobertCMC has to offer.
John Houchens
John Houchens is a comprehensive health institution located at 1032 Harrison Avenue in Harrison, Ohio, United States. Our facility offers a range of services including pharmacy, physiotherapy, and a store for all your health and wellness needs. Our experienced team of professionals is dedicated to providing top-quality care and personalized service to all our patients. Visit John Houchens for all your health needs and experience the difference in our approach to healthcare.
Strategence Capital, LLC
Strategence Capital, LLC is a finance institution located at 10406 Ohio 118 in Van Wert, Ohio, United States. We specialize in helping businesses provide their employees with competitive retirement plans, ensuring that they feel confident about their future. Our services include strategic asset allocation and rebalancing, with a focus on long-term growth rather than market timing or guesswork. We believe in educating investors on the "12 Lessons" to help them make informed decisions about their financial future. Let us help you and your employees plan for a secure retirement.
Savage & Associates - Steve Cochran
Savage & Associates - Steve Cochran is a finance, health, and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Cochran is an independent investment advisor who provides wealth advisory services to individuals and families. As a fiduciary, Steve offers objective advice to his clients through fee-based wealth management, helping them feel more educated, confident, and in control of their financial futures. Steve Cochran joined Savage and Associates in 2010 after starting his financial services career at Morgan Stanley and Edward Jones. He holds multiple degrees and securities registrations in several states. Steve and his wife, Stacy, live in Ottawa Hills with their two sons and he is actively involved in coaching youth sports and volunteering with nonprofit organizations.
Jeff Turner
Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.
Jeff Marchal
Jeff Marchal is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Jeff has been a part of Savage & Associates since 2004, where he specializes in helping business clients with their employee benefit programs. With a BS in Business Management from the University of Findlay, Jeff holds insurance-related designations including LUTCF® and ChHC® and is licensed in life/health and property/casualty in Ohio and Michigan. Outside of work, Jeff resides in Toledo with his wife and children, enjoying time with friends and family, traveling, and trips to the lake. He is an active member of Christ the King parish and serves as a CYO coach. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Jeff Marchal. Please note that the information provided is for courtesy only, and leaving the website will take you to independent entities. Jeff Marchal offers securities in various states across the US.
Scott Walsh
Scott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.
Romick Wealth Strategies, LLC
Romick Wealth Strategies, LLC is a reputable finance institution located at 101 West Sandusky Street in Findlay, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we are committed to providing expert guidance and support to help our clients secure their financial future. Contact us today to learn more about how Romick Wealth Strategies can help you reach your financial objectives.
Adam Glaser
Adam Glaser is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Adam Glaser specializes in investment advisory for individuals and corporations, utilizing a scientific and academically researched approach to portfolio management. Adam holds a BS in Finance and a Master’s of Economics from the University of Toledo, and has securities designations including AIF® Accredited Investment Fiduciary and Life and Health License. Adam Glaser is a part of Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They operate in multiple states and provide services such as retirement income planning through Monte Carlo simulations. Adam Glaser is actively involved in charity events, playing squash, supporting The University of Toledo Rockets, and traveling with his family in his free time.
The Northwestern Mutual - Bradley Patterson
The Northwestern Mutual - Bradley Patterson is a finance institution located at 148 North Summit Street in Toledo, Ohio, United States. As a trusted financial planning firm, we are dedicated to helping our clients achieve their financial goals and secure their future. Our experienced team, led by Bradley Patterson, provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, we are 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.
Kyle Schimming
Kyle Schimming is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Kyle Schimming joined Savage and Associates in 2015, where he specializes in retirement planning for businesses and individuals, as well as individual wealth management. He works closely with local employers to establish 401(k) and IRA plans for their employees, and also provides education on Total Employee Health and Retiree Benefit plans. Kyle also assists families with investment management and college planning. After graduating from Genoa High School in 2008, Kyle obtained his Bachelor's degree from Bowling Green State University in 2012. He is securities registered in multiple states and holds the designation of AIF® (Accredited Investment Fiduciary).
Value Builder Solutions Ltd
Value Builder Solutions Ltd is a leading institution located at 385 South Broadway in Geneva, Ohio, United States. Our focus is on Change Management Strategies that meet Business Value Creation, charting pathways to elevated company value for growth and owner transition. With the transformative power of the Value Acceleration Methodology, we help businesses understand their profit gap and the true value of their business. We offer services such as business valuation, strategic planning, insurance analysis, and value growth consulting to ensure that your business and personal financial goals are aligned. Our expertise also extends to ESOP structuring and estate planning strategies, as well as succession planning for passing leadership roles to employees.
JLP CPAs
JLP CPAs is an accounting and finance institution located at 8816 Tyler Boulevard in Mentor, Ohio, United States. Our team of experts is dedicated to taking the stress out of running your business by providing deep analysis and strategic guidance to help you make sound decisions. We offer services such as payroll processing, financial health guidance, and technology solutions to help your small business thrive. Additionally, we specialize in helping professional service providers build successful enterprises and manage business debt effectively. With our personalized approach, we can help you navigate supply chain disruptions and ensure your business emerges stronger than ever. Contact us today to learn more about how we can support the wellness of your business, body, and mind.
KBN Advisors LLP
KBN Advisors LLP is a leading accounting and finance institution located at 835 Ford Road in Cleveland, Ohio, United States. Our online apps make it easy to conduct business with us, providing accurate reporting and critical analysis to help you evaluate your financial health and achieve your business goals. Our dedicated advisory services will keep you on a healthy financial path, offering practical insight into the numbers to keep you financially strong. With years of experience serving dental practitioners, we understand the unique challenges of your industry and can provide tailored solutions to help you succeed. We also offer guidance on managing business debt, leveraging technology, and navigating supply chain disruptions. Let us take the stress out of running your business and focus on the wellness of your business, body, and mind. Contact us today to learn more about how KBN Advisors LLP can support your financial success.
Edward Jones
Edward Jones is a renowned financial institution located at 2527 U.S. 68 in Bellefontaine, Ohio, United States. With a focus on personalized investment strategies and exceptional customer service, Edward Jones is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, the team at Edward Jones is committed to providing you with expert advice and guidance every step of the way. Trust Edward Jones to help you secure a strong financial future.
Julie L. Bowling, CPA
Julie L. Bowling, CPA is a highly reputable accounting and finance institution located at 102 North Main Street in Union, Ohio, United States. With years of experience and expertise in the field, Julie L. Bowling, CPA offers a wide range of services including tax preparation, financial planning, and audit assistance. The institution prides itself on providing personalized and professional services to meet the unique needs of each client. Whether you are an individual or a business owner, Julie L. Bowling, CPA is dedicated to helping you achieve your financial goals and success.
Bo Brown - Raymond James
Bo Brown - Raymond James is a finance institution located at 580 Lincoln Park Boulevard in Kettering, Ohio, United States. With a focus on providing personalized financial services, Bo Brown - Raymond James offers a range of investment options and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Bo Brown - Raymond James are dedicated to helping you make informed decisions and secure your financial future.
Blake Schutter Wealth
Blake Schutter Wealth is a premier financial institution located at 7777 Washington Village Drive in Ohio, United States. As a leading player in the finance industry, we provide top-notch wealth management services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Trust Blake Schutter Wealth to guide you towards financial success and prosperity.
CBIZ
CBIZ is a comprehensive financial institution located at 3170 Presidential Drive in Fairborn, Ohio, United States. Specializing in accounting, finance, health, and insurance services, CBIZ offers a wide range of financial solutions to maximize your business' interests. Services include accounting, tax, valuation, business consulting, audit and attest*, accounting software solutions, corporate recovery, not for profit solutions, enterprise risk management, internal audit, international services, litigation support, mergers and acquisitions, valuation, and focused industry services. Our team of experts is dedicated to providing top-notch financial services tailored to your specific needs. Contact us today to connect with a financial expert and take your business to the next level.
Hammerman, Graf, Hughes & Company, Inc.
Hammerman, Graf, Hughes & Company, Inc. is a trusted accounting and finance institution located at 7677 Paragon Road in Dayton, Ohio, United States. Our team is dedicated to providing comprehensive financial services to help take the stress out of running your business. Whether you need assistance with audits, reviews, tax reduction, or strategic guidance, we are here to support you every step of the way. At Hammerman, Graf, Hughes & Company, Inc., we go beyond the numbers to offer deep analysis and expert advice that will enable you to make informed business decisions. Our goal is to make your financial life work for you, so you can focus on the reasons you went into business in the first place. We understand the importance of sustainability and technology in today's business world, and we are here to help you navigate these challenges effectively.
The Seven Hills Group - Morgan Stanley
The Seven Hills Group - Morgan Stanley is a finance institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. As a part of the prestigious Morgan Stanley brand, they offer a wide range of financial services to individuals and businesses. With a focus on investment management, wealth management, and financial planning, their team of experts are dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to providing personalized service, The Seven Hills Group - Morgan Stanley is a trusted partner in navigating the complexities of the financial world.
Ohana Wealth & Life Planning
Ohana Wealth & Life Planning is a reputable institution located in Cincinnati, Ohio, United States, at 212 East 3rd Street. Specializing in finance and health services, our dedicated team is committed to helping individuals and families achieve their financial and wellness goals. Whether you need assistance with retirement planning, investment management, or health and wellness coaching, our experienced professionals are here to provide personalized solutions tailored to your unique needs. At Ohana Wealth & Life Planning, we believe in building lasting relationships with our clients and guiding them towards a secure and prosperous future.
DSD Advisors, LLC
DSD Advisors, LLC is a reputable financial consulting firm located at 255 East 5th Street in Cincinnati, Ohio. Our team of experienced advisors provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, DSD Advisors, LLC is dedicated to providing top-notch financial services to individuals and businesses in the United States. Contact us today to learn more about how we can help you secure your financial future.
Wilks Wealth Planning - Raymond James
Wilks Wealth Planning - Raymond James is a finance institution located at 1034 Main Street in Milford, Ohio, United States. Our team of experienced financial advisors provides personalized wealth planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or build a diversified portfolio, we are here to help. With a focus on long-term financial success, we offer tailored solutions to meet your individual needs. Contact us today to schedule a consultation and start planning for a secure financial future.
KK’s & Finance
KK’s & Finance is a reputable financial institution located at 1715 Mears Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, we offer a wide range of financial services including loans, investments, and financial planning. Our goal is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.
Mariner Wealth Advisors
Mariner Wealth Advisors is a premier financial institution located at 312 Walnut Street in Cincinnati, Ohio, United States. As a leading wealth management firm, they provide expert financial advice and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Mariner Wealth Advisors offers a comprehensive range of services including investment management, retirement planning, estate planning, and tax strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mariner Wealth Advisors is dedicated to providing top-notch financial services tailored to your individual needs.
Fractional CFO Plus
Fractional CFO Plus, located at 5909 Stewart Avenue in Cincinnati, Ohio, offers experienced fractional leadership to work with businesses in improving their current value and preparing for the future. Executive Pro Tem provides talent and expertise that many businesses may not be able to afford on a full-time basis. Whether filling a talent gap, providing a sounding board for decision-making, or assisting with financial and strategic leadership, Fractional CFO Plus can help businesses navigate challenges and plan for long-term success. With headquarters in Cincinnati, they are conveniently located to serve Ohio, Kentucky, Indiana, and surrounding areas. Owner Dan Hackett, a seasoned business consultant, has helped over 250 companies and has a passion for helping entrepreneurs succeed. With a background in executive and financial management, Dan works with business owners to diagnose issues, implement improvements, and make informed financial decisions. Whether you need a long-term engagement or a one-day strategic planning session, Fractional CFO Plus can help your business thrive. Contact them at (513) 515-6175 or [email protected] for more information.
Viceroy Wealth Counsel
Viceroy Wealth Counsel is a prestigious finance institution located at 4555 Lake Forest Drive in Cincinnati, Ohio, United States. With a team of experienced wealth advisors and financial experts, Viceroy Wealth Counsel provides personalized financial planning and investment management services to high-net-worth individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Viceroy Wealth Counsel offers tailored solutions to help you achieve your financial goals. Trust in Viceroy Wealth Counsel to guide you towards a secure and prosperous financial future.
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