Financial marketing solutions in Cortland, OH
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Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAustin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.
3378 State Rte 5, Cortland, OH 44410, United States -
Barzak Agency
● OpenBarzak Agency, located at 3008 State Route 5 in Cortland, Ohio, is a finance and insurance agency dedicated to helping clients assess their risk tolerance and align their portfolio with their investment objectives. Through Riskalyze, an independent third-party vendor, clients can determine their risk score and ensure their investments match their goals. Looking for a Chartered Financial Consultant to assist with financial planning? Barzak Agency is here to help. By visiting their website and inputting your data, the process can be started to create a personalized financial plan.
3008 State Rte 5 STE D, Cortland, OH 44410, United States -
S Jones & Associates LLC
● OpenS Jones & Associates LLC is a trusted accounting and finance institution located at 1745 Niles Cortland Road Northeast in Warren, Ohio, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
1745 Niles Cortland Rd NE # 1, Warren, OH 44484, United States -
New York Life
● OpenNew York Life, located at 405 Niles Cortland Road Southeast in Warren, Ohio, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance on investment strategies, estate planning, and insurance solutions for employees, executives, and business owners. They have a diverse workforce that reflects the communities they serve, and are committed to giving back through charitable donations and volunteer efforts.
405 Niles Cortland Rd SE, Warren, OH 44484, United States -
Huntington Insurance
● OpenHuntington Insurance, located at 525 Niles Cortland Road Southeast in Warren, Ohio, is more than just an insurance agency. We strive to help you build a deeper relationship with your money by providing access to innovative products, tools, and services. Our checking accounts come with 24-Hour Grace® to make managing your money easier. Open a savings or money market account to start earning interest and watch your money work harder for you. Our lending team can help you navigate the home buying process with mortgage pre-approvals. For those with visual impairments like Kitty, we offer banking solutions that cater to individual needs. Huntington is proud to be ranked #1 in Customer Satisfaction with Mobile Banking Apps among Regional Banks for the 5th year in a row. We are committed to giving back to our communities through initiatives focused on racial and social equity, small business support, and community development. Your feedback is important to us, so please share your thoughts after your visit. Experience the Huntington difference today.
525 Niles Cortland Rd SE, Warren, OH 44484, United States -
7 17 Credit Union
● OpenLocated at 100 Brewster Drive SE in Warren, Ohio, 7 17 Credit Union is your local, community-minded financial institution dedicated to helping individuals and businesses achieve their financial goals. At our Howland branch, conveniently situated behind the Howland Burger King off East Market Street, we offer a wide range of banking services designed to meet your personal and business financial needs. Our team is committed to providing exceptional service, taking the time to listen and answer your questions. Whether you're looking to open a checking or savings account, apply for a loan (such as a credit card, mortgage, or auto loan), or seek advice on improving your financial well-being, we're here to help.
100 Brewster Dr SE, Warren, OH 44484, United States -
7 17 Credit Union
● OpenWelcome to 7 17 Credit Union’s Downtown Warren branch, located at 157 W Market Street, Warren, Ohio. As a local, community-focused credit union, we are dedicated to providing exceptional financial services to both personal and business members. Our friendly and knowledgeable staff are here to assist you with opening checking and savings accounts, applying for loans such as credit cards, mortgages, and auto loans, and offering guidance to help you improve your financial well-being. At 7 17 Credit Union, we believe you deserve personalized service from people who take the time to listen to your needs, answer your questions, and support your financial goals. Whether you visit us in downtown Warren or at one of our other branches in the greater Warren, Kent, Ravenna, Canton, and Youngstown areas, you will receive outstanding service tailored to your specific requirements.
157 W Market St, Warren, OH 44481, United States -
Chase Mortgage
● OpenChase Mortgage - Warren, OH Located conveniently at 204 Niles Cortland Rd NE in Warren, Ohio, Chase Mortgage is your trusted local partner for all your home financing needs. Specializing in a wide range of mortgage services, Chase Mortgage offers personalized solutions to help you achieve your dream of homeownership. Whether you're a first-time homebuyer, looking to refinance, or interested in home equity options, our experienced team is here to guide you through every step of the process.
204 Niles Cortland Rd NE, Warren, OH 44484, United States
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