TOP 10 Financial planning and investment in Poland, Ohio
20 results found
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Moliterno Insurance & Financial Services LLC
● ClosedMoliterno Insurance & Financial Services LLC, located at 211 South Main Street in Poland, Ohio, is a health and insurance agency that offers a complete and holistic approach to asset protection and risk management. Our professional advisers ensure that no detail is overlooked, whether it's insuring your daily driver, classic muscle car, or property, which may be one of your greatest assets. We understand the importance of life insurance in providing peace of mind to you and your loved ones, as well as its role in a sound financial plan. Our team can help you navigate the many benefits of life insurance as you grow and move through life. For entrepreneurs, we offer flexible and tailored insurance coverage to address specific exposures and goals, protecting your livelihood.
211 S Main St, Poland, OH 44514, United States -
Total Financial Management, LLC
● ClosedTotal Financial Management, LLC is a finance institution located at 207 South Main Street in Poland, Ohio, United States. Our dedicated team of financial experts is committed to helping our clients save money and achieve their dreams. We offer a wide range of specialized services to meet the unique needs of each individual. Our goal is to provide top-notch financial management solutions that empower our clients to reach their financial goals and secure their future. Contact us today to learn more about how Total Financial Management, LLC can help you achieve financial success.
207 S Main St, Poland, OH 44514, United States -
Main Street Investment Services
● OpenMain Street Investment Services is a trusted financial institution located at 71 North Main Street in Poland, Ohio. Our team of experienced professionals is dedicated to providing personalized investment services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to help. Come visit us today and let us guide you towards a secure financial future.
71 N Main St, Poland, OH 44514, United States -
McNally Financial - Prudential
● ClosedMcNally Financial - Prudential is a trusted finance institution located at 211 South Main Street in Poland, Ohio, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, McNally Financial - Prudential provides expert advice and personalized strategies to help clients navigate the complexities of the financial world. Whether you're looking to invest, plan for retirement, or secure a loan, this institution is dedicated to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.
211 S Main St, Poland, OH 44514, United States -
Kyle Poland - Morgan Stanley
● OpenKyle Poland - Morgan Stanley is a finance institution located at 4380 Buckeye Lane in Beavercreek, Ohio, United States. As a part of the prestigious Morgan Stanley brand, Kyle Poland offers a wide range of financial services and expertise to help clients achieve their investment goals. With a focus on personalized financial planning and investment management, Kyle Poland - Morgan Stanley is dedicated to providing top-notch financial advice and guidance to individuals and businesses in the Beavercreek area.
4380 Buckeye Ln Suite 200, Beavercreek, OH 45440, United States -
Larry Yost - Prudential Financial
● ClosedLarry Yost - Prudential Financial is a trusted financial and insurance agency located at 2421 Shepherds Ridge, Poland, OH 44514, United States. Specializing in a wide range of financial services, Larry Yost and his team are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you're planning for retirement, seeking life insurance, or looking for investment opportunities, Larry Yost - Prudential Financial provides comprehensive solutions tailored to your unique needs. With a commitment to excellence and customer satisfaction, this local business stands out as a reliable partner in navigating the complexities of financial planning and insurance.
2421 Shepherds Ridge, Poland, OH 44514, United States -
Costa Oil - 10 Minute Oil Change - Poland
● ClosedWelcome to Costa Oil - 10 Minute Oil Change in Poland, OH, where we specialize in providing fast, affordable, and high-quality oil changes for those who value their time. Located conveniently at 3190 Center Rd, our family-owned business is dedicated to offering exceptional service without the high-pressure upselling tactics commonly found elsewhere. Our company motto, "The Most Educated Customer Will Choose Us," reflects our commitment to transparency and customer education. We want you to understand your vehicle's needs and the services we provide, ensuring you make informed decisions about your car's maintenance.
3190 Center Rd, Poland, OH 44514, United States -
Howard Hanna Poland
● ClosedHoward Hanna Poland is a premier real estate and insurance agency situated at 100 W McKinley Way, Poland, OH 44514, United States. Specializing in comprehensive real estate services, the agency provides expert assistance in buying, selling, and renting properties, ensuring clients receive tailored solutions to meet their unique needs. In addition to real estate services, Howard Hanna Poland offers a range of insurance options, helping clients secure their investments and plan for the future with confidence. While Howard Hanna Real Estate Services excels in providing top-notch real estate and insurance solutions, it is important to note that it is not a mortgage lender. Mortgage services are handled by Howard Hanna Mortgage Services, which is fully licensed and regulated across multiple states. The Pennsylvania Department of Banking and Securities, the Ohio Department of Commerce-Division of Financial Institutions, the Michigan Department of Licensing and Regulatory Affairs, and the West Virginia Division of Financial Institutions have all granted the necessary licenses for mortgage lending activities.
100 W McKinley Way, Poland, OH 44514, United States -
Moors & Cabot Investments
● ClosedAt Moors & Cabot Investments, we pride ourselves on being more than just a financial service provider; we strive to be your true financial partner. Situated in the heart of Poland, OH, our firm combines the expertise of veteran financial professionals with robust capabilities and personalized strategies to cater to your unique financial goals and challenges.
850 E Western Reserve Rd #5, Poland, OH 44514, United States -
Farmers Insurance - Peter Roman
● ClosedFarmers Insurance - Peter Roman is a local insurance agency located at 3057 Center Road in Poland, Ohio. As a Farmers® agent, Peter Roman helps customers find the insurance coverage that best suits their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage in the event of disasters such as fires or other covered causes of loss. Peter Roman can also assist with life insurance policies, renters insurance, small business insurance, condo insurance, and recreational insurance options. By working with Farmers Insurance, clients can customize their coverage to reduce risk and protect their investments. Additionally, Peter Roman offers financial services to help clients build a solid financial plan for a secure future. For added protection, clients can inquire about Personal Umbrella insurance policies. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers underwrite the policies offered by Farmers Insurance - Peter Roman. Contact Peter Roman today for personalized insurance solutions that fit your needs and budget.
3057 Center Rd suite e, Poland, OH 44514, United States -
Premier Bank
● ClosedPremier Bank, located at 202 South Main Street in Poland, Ohio, is a trusted financial institution offering a range of banking services to meet the needs of individuals and businesses alike. Whether you are looking to open a checking or savings account, apply for a loan, or simply withdraw cash from the ATM, Premier Bank is here to help. With a commitment to excellent customer service and a convenient location, Premier Bank is your go-to destination for all your financial needs.
202 S Main St, Poland, OH 44514, United States -
First National Bank
● ClosedFirst National Bank, located at 670 Boardman Poland Road in Boardman, Ohio, offers a wide range of financial products and services. Whether you're looking to open a checking or savings account, apply for a loan, or invest in your future, we have the solutions to meet your needs. Our online platform makes it easy to shop for products and services, or you can schedule an appointment for personalized guidance from our experts. For businesses, we offer comprehensive financial solutions to help you save time and money, allowing you to focus on growing your success. Our eStyle platform provides a simple way to manage your funds without worrying about overdraft fees. Premierstyle Checking is perfect for those with higher balances who want to enjoy additional benefits, rewards, and savings.
670 Boardman Poland Rd, Boardman, OH 44512, United States -
Gary Schindler
● OpenGary Schindler is a reputable finance institution located at 955 Boardman Poland Road in Boardman, Ohio, United States. With a focus on providing personalized financial services, Gary Schindler offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to retirement strategies, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Trustworthy and reliable, Gary Schindler is committed to providing top-notch service and expert advice to their valued clients.
955 Boardman Poland Rd, Boardman, OH 44512, United States -
Frank C. Filisky LLC
● ClosedFrank C. Filisky LLC is a reputable finance institution located at 201 South Main Street in Poland, Ohio, United States. With a focus on providing personalized financial services, the team at Frank C. Filisky LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Frank C. Filisky LLC are here to help. Trust in their expertise and commitment to excellence for all your financial needs.
201 S Main St, Poland, OH 44514, United States -
Robert Kish
● OpenRobert Kish is a reputable finance institution located at 955 Boardman Poland Road in Boardman, Ohio, United States. With a strong focus on providing top-notch financial services, Robert Kish is dedicated to helping individuals and businesses achieve their financial goals. The institution offers a wide range of financial products and services, including wealth management, investment planning, and retirement planning. With a team of experienced and knowledgeable professionals, Robert Kish is committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Robert Kish is the go-to institution for all your financial needs.
955 Boardman Poland Rd, Boardman, OH 44512, United States -
Brian McCarty - Thrivent
● ClosedBrian McCarty - Thrivent is a financial institution located at 46 South Main Street in Poland, Ohio, United States. They are licensed in multiple states including AZ, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
46 S Main St, Poland, OH 44514, United States -
Stephanie McCarty - Thrivent
● ClosedStephanie McCarty - Thrivent is a finance institution located at 46 South Main Street, Poland, Ohio, United States. They are licensed in multiple states including AZ, CO, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
46 S Main St, Poland, OH 44514, United States -
H. Vari & Company
● OpenH. Vari & Company is a finance institution located at 263 West McKinley Way in Poland, Ohio, United States. Led by President and Chief Investment Officer Howard W. Vari, this institution offers engaging and informative animations on a variety of financial topics. These animations illustrate key financial concepts and current events, providing valuable insights for investors. Visitors can choose from a selection of videos to watch and learn more about the world of finance. Be sure to check the background of Howard W. Vari, the investment professional leading this institution.
263 W McKinley Way, Poland, OH 44514, United States -
Dominic Russo - Thrivent
● ClosedDominic Russo - Thrivent is a finance institution located at 46 South Main Street, Poland, Ohio, United States. They offer licensing through the State Insurance Department’s website, as well as advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services. Securities and investment advisory services are provided by Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are able to provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA’s Broker Check.
46 S Main St, Poland, OH 44514, United States -
New York Life
● OpenNew York Life is an insurance agency located at 1714 Boardman Poland Road, Youngstown, Ohio, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance on creating investment strategies and estate plans. They also provide insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. With over 12,000 agents nationwide, New York Life offers flexible solutions tailored to individual needs, and their financial strength and commitment to diversity and service have earned them recognition as an industry leader. They are dedicated to making a positive impact on their customers, employees, and communities, and offer resources and tools to help individuals prepare for the future.
1714 Boardman Poland Rd #15, Youngstown, OH 44514, United States
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