TOP 10 Financial management services in Independence, Ohio

Western & Southern Life Insurance Company, located at 6100 Oak Tree Boulevard in Independence, Ohio, is a trusted insurance agency offering a variety of financial products to meet your needs. Whether you are planning for your personal financial future or looking for solutions for your business, we can provide personalized guidance and tailored solutions. Explore our financial tools, educational resources, and interactive calculators to feel more confident about your personal finances. From life insurance to money management, we can help you evaluate your financial goals and work towards achieving your dreams.

Nick Battilana - State Farm Insurance Agent is an insurance agency located at 1440 Rockside Road in Parma, Ohio, United States. The office is situated at the intersection where Rockside Rd & Snow Rd change names, inside the Rockside Medical building. Nick Battilana is your future State Farm Agent, known for his khakis and red polos. As a graduate of Malone University with a BA in Communication, Nick has been a part of State Farm since 2011, offering professional insurance services. The experienced team at Nick Battilana's office is available for in-person, phone, virtual, or online appointments. They specialize in providing discounts and helping customers save on auto insurance, as well as offering bundling insurance options and utilizing technology to lower car insurance costs. In addition to car insurance, they also assist customers with coverage for boats, jet skis, ATVs, and more during the summertime.

Welcome to Kyle Hunt - State Farm Insurance Agent located at 7770 Brecksville Road in Brecksville, Ohio, United States. Our agency offers a wide range of insurance services including auto, home, renters, life, business, and financial services. With years of experience in the industry, we strive to provide the right protection for our customers. Before opening our agency, I worked in management for Sherwin Williams and I am a Travel Club Qualifier. I attended Tiffin University and have a degree in Business Management. Our team is dedicated to assisting customers in Independence, Parma, Brecksville, and surrounding counties in Ohio.

OneDigital Cleveland is a leading health insurance agency located at 4200 Rockside Road in Independence, Ohio. As part of the larger OneDigital network, we specialize in providing top-notch health insurance solutions to individuals and businesses in the Cleveland area. Our team of experienced professionals is dedicated to helping our clients find the right coverage at the best possible price. Whether you are looking for individual health insurance or group coverage for your employees, OneDigital Cleveland has you covered. Contact us today to learn more about our services and how we can help you navigate the complex world of health insurance.

Lake Shore Insurance Agency is a trusted insurance agency located at 10950 Pearl Road in Strongsville, Ohio. Serving Northeast Ohio, including Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we specialize in providing smarter insurance solutions tailored to your specific needs. Our team of experts understands the risks your industry faces and works diligently to create innovative risk management strategies. We are dedicated to ensuring our clients' financial security and quality of life by providing expert advice and personalized attention. As your insurance advisor, we help you make informed decisions to protect yourself from the unexpected and plan for the future. Our comprehensive insurance solutions are designed to protect what matters most to you.

The Richard G. Weiss Agency LLC is a reputable health insurance agency located at 21825 Chagrin Boulevard in Beachwood, Ohio, United States. With a commitment to providing top-notch insurance services, the agency specializes in helping individuals and families find the right health insurance coverage to meet their needs. Whether you are looking for individual health insurance, group health insurance, or Medicare plans, the knowledgeable team at The Richard G. Weiss Agency LLC is dedicated to guiding you through the process and finding the best solution for your healthcare needs. Trust in their expertise and experience to secure the right insurance coverage for you and your loved ones.

Zurich is a renowned financial institution located at 5005 Rockside Road in Independence, Ohio, United States. With a strong reputation for providing top-notch financial services, Zurich offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance, investment, or wealth management services, Zurich has the expertise and resources to assist you every step of the way. Visit Zurich today to experience excellence in financial services.

McMichael Insurance Agency, located at 3570 Executive Drive in Uniontown, Ohio, is a trusted health and insurance agency. Whether you need coverage for your business or personal needs, McMichael Insurance is here to help. With options including General Liability, Umbrella, Inland Marine, and more, they can assist you in selecting the right coverage for your specific needs. Founded almost 50 years ago, McMichael Insurance is a rapidly expanding independent insurance agency that provides Personal, Business, Life, and Medicare Insurance to clients throughout the United States. Their team of Client Experience Managers is dedicated to providing first-class service with professionalism, accuracy, and genuine friendliness.

Lake Shore Insurance Agency, located at 4855 South Main Street in Akron, Ohio, is a trusted health insurance agency serving Northeast Ohio. With a focus on counties such as Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage, we provide smarter insurance solutions tailored to your specific needs. Our team of experts understands the importance of your financial security and quality of life, which is why we are dedicated to providing personalized attention and expert advice. Whether you are a small business or a large corporation, we offer comprehensive coverage and risk management solutions to protect what matters most to you.

Schauer Group, Inc is a leading insurance agency located at 200 Market Avenue North in Canton, Ohio, United States. As the Nation's First ISO Registered Independent Insurance Agency, we offer more than just insurance - we provide valuable insights into risk management. Our team of experts specializes in delivering precise risk management, insurance, and human capital services to businesses. With a focus on industry intelligence, experience, and a commitment to accuracy, we develop strategies tailored to your unique risk profile. Our industry-leading 95-percent client retention rate is a testament to our dedicated team and client-focused approach. We offer a range of services including risk management, business insurance, employee benefits, and human capital services to ensure financial stability for our clients. Our innovative risk management process goes beyond traditional insurance procurement to uncover potential risk exposures in day-to-day business operations.

Lake Shore Insurance Agency, located at 6701 Chittenden Road in Hudson, Ohio, is a trusted health and insurance agency serving Northeast Ohio. With a focus on Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we provide smarter insurance solutions tailored to your unique needs. Our team of experts understands the importance of protecting your financial security and quality of life. We offer innovative risk management solutions for individuals and businesses of all sizes. Whether you're looking for coverage for your personal assets or seeking comprehensive insurance solutions for your company, we are here to help.

Helm Insurance Agency LLC, located at 8520 Raya Lane in Streetsboro, Ohio, is a family-run insurance agency dedicated to protecting families, businesses, and recreational assets across Ohio. As an independent agency, Helm Insurance Agency LLC offers a wide range of insurance options from multiple carriers, ensuring you get the best coverage at the best price. Whether you need personal insurance, business insurance, or employee benefits, Helm Insurance Agency LLC has you covered. When it comes to homeowners insurance, Helm Insurance Agency LLC understands the importance of comprehensive coverage. From replacement cost coverage for your home and personal property to additional living expense coverage in case of temporary displacement, Helm Insurance Agency LLC helps you plan for the unexpected. They also offer valuable possessions coverage, medical expenses coverage, and personal liability coverage to protect you and your assets in case of injury or property damage.

Kulwicki-Hilton Insurance is a local independent insurance agency located at 106 West Tully Street in Convoy, Ohio, United States. With over 30 years of experience, they are dedicated to protecting you and your loved ones with quality personal and business coverages. LELAND SMITH INSURANCE SERVICES is committed to insuring what matters most to you, saving you time, money, and aggravation. Rest easy knowing that you are protected by this trusted insurance agency.

Equilibrium Insurance Partners is an independent insurance agency located at 27100 Oakmead Drive in Perrysburg, Ohio. Our purpose is to reduce financial uncertainty and make accidental loss manageable for individuals and businesses. We offer cutting-edge, tailored insurance solutions to clients in Perrysburg and surrounding areas, including Bowling Green, Maumee, Oregon, Rossford, Sylvania, Toledo, and Waterville. As a proud representative of West Bend Mutual Insurance Company, we provide business insurance, insurance by industry, and personal insurance solutions to protect what matters most to you. Whether you need commercial general liability insurance, commercial property insurance, contractors' equipment insurance, builders risk and installation insurance, workers' compensation, business auto insurance, or commercial umbrella insurance, we have you covered. Our philosophy of balance, integrity, and innovation guides us in creating a work environment that prioritizes exceptional service. We invite you to visit our Service Center or contact us to learn more about how we can help secure your business and personal life. Cheers to serving you at Equilibrium Insurance Partners!

Thomas & Grushon Insurance is a reputable insurance agency located at 22 East Franklin Street in Bellbrook, Ohio, United States. Since 1960, we have been dedicated to providing reliable insurance solutions with exceptional service to clients in Ohio and four nearby states. As an independent agency, we prioritize our clients by offering a wide range of insurance options from top-rated companies to ensure maximum coverage at affordable prices. Our experienced team of insurance advisors is committed to building lasting relationships with our customers, offering trusted advice and personalized risk management solutions for individuals, families, and businesses of all sizes. Whether you need coverage for your home, personal belongings, or valuable possessions, we can tailor an insurance program to meet your specific needs and provide peace of mind in times of unexpected events.

Hal Kresser Agency LLC is an independent insurance agency located at 650 Wessel Drive, Fairfield, Ohio, United States. With over 30 years of experience, we specialize in providing insurance solutions for businesses and individuals throughout Ohio. As an independent agency, we have access to multiple top-rated insurance companies, allowing us to offer a variety of coverage options to meet your specific needs. Our experienced team is dedicated to building lasting relationships with our clients, offering personalized service and expert advice. As residents of Ohio ourselves, we understand the unique risks faced by individuals and businesses in the area, giving us an advantage in helping you manage those risks through insurance coverage.

John J. & Thomas R. Schiff & Co., Inc. is an insurance agency located at 6200 South Gilmore Road, Fairfield, Ohio, United States. Specializing in property, casualty, and life insurance for both commercial and personal purposes, our team of independent agents is dedicated to providing the best possible service to our clients. Founded by Jack Schiff Sr. in 1938, our agency upholds his values of hard work and customer care. At Schiff Insurance, we understand the importance of risk management and strive to ensure that our clients can sleep well knowing their assets are protected. Our goal is to provide strength and empowerment through our insurance programs, tailored to meet the individual needs of each client. In the event of a catastrophe, our agents are here to guide you through the process and minimize the financial impact on your business or personal life.

Scott Tinter - Primerica Regional Vice President is an insurance agency located at 17200 Pearl Road in Strongsville, Ohio, United States. As a regional vice president, Scott Tinter and his team provide personalized insurance solutions to individuals and families in the area. With a focus on financial education and empowerment, they help clients make informed decisions about their insurance needs. Whether you are looking for life, health, or property insurance, Scott Tinter - Primerica Regional Vice President is committed to providing exceptional service and support to protect what matters most to you.

Robert Mann, Bankers Life Agent is an insurance agency located at 1559 Corporate Woods Parkway in Uniontown, Ohio, United States. Specializing in life insurance and retirement planning, our team of experienced professionals is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the peace of mind they deserve. Contact us today to learn more about our services and how we can assist you in achieving your insurance goals.

Alison Moses is a health institution located at 5001 Rockside Road, Independence, Ohio, United States. The institution offers a variety of medical services and is committed to providing high-quality care to its patients. The staff at Alison Moses includes highly trained professionals with a range of specialties and expertise in various medical fields. The institution also provides information on accepted insurance plans and managed care options for patients in Northeast Ohio. Alison Moses is dedicated to advancing medical knowledge and collaborating with industry partners to develop new medical breakthroughs. Cleveland Clinic physicians and scientists at Alison Moses may work with pharmaceutical or medical device industries to improve patient care and support public benefit. The institution maintains a program to review collaborations with industry and minimize bias that may result from these partnerships.

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.

Steve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.

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.

Fundacion Finance LLC, located at 213 Potomac Drive in Findlay, Ohio, is a finance institution that has built its long-term success on always prioritizing the interests of its clients. Our highly qualified and experienced staff provide independent advice on a range of financial services including pensions, inheritance tax, investments, business protection, and wealth planning. We specialize in stable investment options such as bonds and commodities, as well as offering opportunities to invest in mutual funds and Initial Public Offerings (IPOs) at a relatively low cost. At Fundacion Finance, we believe in providing impartial financial advice to help individuals and businesses achieve their financial goals. Our team of independent financial advisers will work with you to create financial plans that align with your short, medium, and long-term objectives. Whether you are looking to grow, preserve, or pass on your wealth, we are dedicated to helping you achieve your financial ambitions through lasting relationships and holistic financial planning.

S & D Capital is a finance institution located at 3150 Dustin Road in Oregon, Ohio, United States. Our dedicated team of independent financial professionals is committed to providing exceptional service and objective advice to help clients achieve their financial goals. We believe in removing the noise, focusing on the important aspects, and sticking to the basics of prudent financial planning. Our priority is our clients' success and we maintain integrity in all our dealings. If you need assistance with managing your financial future, we are here to help. Whether you have questions about retirement packages for Whirlpool, Mercy, or ProMedica, our team is ready to provide support and guidance. We also offer insights on market trends and updates through our monthly videos with Brent.

Legacy Capital Advisors LLC is a finance institution located at 732 West Market Street in Tiffin, Ohio, United States. We specialize in providing expert financial advice and services to help our clients achieve their long-term financial goals. Our team of experienced advisors are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Legacy Capital Advisors LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial legacy.

Lighthouse Advisers, located in Mentor, Ohio, United States, is dedicated to providing an exceptional client experience that goes above and beyond expectations. Our experienced advisers are committed to empowering you with the knowledge and tools necessary to secure your financial future and achieve your life goals. We take the time to thoroughly understand your financial situation in order to tailor our services to meet your individual needs. As a client of Lighthouse Advisers, you can expect more than just asset management and wealth protection. We advocate for your financial future and partner with you to make your dreams a reality. Our partnership with LPL Financial allows us to deliver high-quality, personalized service with your best interests at heart. With access to cutting-edge technology and independent research, we are able to focus on your needs and objectives.

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.

Preferred 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.

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.