Financial planning and organization in Cincinnati, Ohio

Welcome to Record Nations - Your Trusted Document Management Partner in Cincinnati Located conveniently at 4219 Malsbary Road, Cincinnati, Ohio, Record Nations is your go-to solution for all your document scanning, storage, and destruction needs. Whether you're a business or a resident, we are here to help you streamline your document management processes with ease and efficiency.

Welcome to Dei Inc, your trusted partner in design/build construction, located at 1550 Kemper Meadow Drive, Cincinnati, Ohio. As a nationally recognized general contractor, we specialize in crafting bespoke facilities for financial institutions, ensuring each project is a seamless reflection of your brand and vision. Our integrated design and build teams work tirelessly to deliver on-budget, on-brand solutions that bring your facility to life. Whether revitalizing an existing space or reimagining the customer experience, our expert team brings innovative and creative insights to every project. At DEI, we stay ahead of industry trends, always in conversation with forward-thinking organizations to optimize space, brand, and community connection.

Welcome to the practice of Robert Earl Thaler, MD, where patient care and satisfaction are our top priorities. Conveniently located at 2753 Erie Avenue, Cincinnati, Ohio 45208, Dr. Thaler is dedicated to providing exceptional healthcare services tailored to meet your individual needs. With a strong emphasis on patient-centered care, Dr. Thaler is renowned for his attentive and compassionate approach. Our patient satisfaction ratings reflect the positive experiences of those we serve, highlighting Dr. Thaler's sensitivity to patient concerns and his commitment to collaborative care. Whether you're visiting for routine check-ups or managing chronic conditions like high blood pressure, Dr. Thaler ensures that you never feel rushed and always receive comprehensive follow-up care through My Chart messaging.

Welcome to Xavier University Commons, a vibrant hub of academic and professional growth located at 1655 Musketeer Drive, Cincinnati, Ohio 45207. Our institution is dedicated to empowering individuals and communities through a diverse range of programs and opportunities. Whether you're exploring over 90 majors and minors or diving into one of our 40 graduate programs, Xavier University Commons is your gateway to discovering your true potential. At Xavier, we offer a rigorous M.S. in Accountancy program designed to provide advanced financial expertise, real-world experience, and valuable industry connections. Our curriculum spans across various disciplines, from economics, finance, and statistics to creative brainstorming, digital media, and market research. Aspiring professionals can delve into the intricacies of AI, healthcare, data analysis, and more, preparing for some of the nation's highest-paying jobs.

Welcome to Ryan Michael J Funeral Home, a dedicated and compassionate funeral service provider located at 8791 Cincinnati Dayton Road, Olde West Chester, Ohio. Serving the community with care and respect, we understand the profound importance of honoring a loved one’s life with dignity and grace. Our experienced and empathetic team is committed to providing personalized and meaningful services tailored to each family's unique needs and wishes. Whether you are seeking a traditional funeral, a contemporary memorial service, or assistance with pre-planning arrangements, Ryan Michael J Funeral Home is here to support you every step of the way. We strive to create a comforting environment where families can find solace and peace during their most difficult times. Visit us to learn more about our comprehensive services and how we can help you celebrate the life and legacy of your loved one.

Welcome to the Bank of America ATM located at 6752 Cincinnati Dayton Road, Ohio 45044. Conveniently situated for your financial needs, our ATM offers a wide range of services to make managing your finances quick and easy. Whether you need to withdraw cash, check your account balance, or transfer funds, our state-of-the-art machine is available 24/7 to serve you. Bank of America is committed to providing secure and efficient financial solutions, ensuring that you have access to your money whenever you need it. Visit us today and experience the convenience of banking with one of the nation's leading financial institutions.

Welcome to Mueller Funeral Home Located at 6791 Tylersville Road, Mason, Ohio 45040, Mueller Funeral Home stands as a beacon of compassion and support for families in their time of need. As a family-owned and operated business, we take pride in offering personalized and affordable funeral services to the northern Cincinnati community. Our dedicated team is available 24/7 to address any questions or concerns you may have, ensuring that you receive the guidance and support you deserve.

Welcome to Mueller Hicks Funeral Home & Crematory Located at 6780 Roosevelt Avenue, Middletown, Ohio 45005, Mueller Hicks Funeral Home & Crematory is a family-owned and operated establishment dedicated to providing compassionate and personalized funeral services. With over 45 years of experience serving families in the northern region of Cincinnati, including Mason, Ohio, we pride ourselves on offering a warm and understanding environment during your time of need.

Welcome to Sieber CPA, your trusted partner in accounting and finance located in the heart of Ohio. Situated at 9338 Cincinnati Columbus Road, our firm is dedicated to providing exceptional financial services to individuals and businesses in the greater Ohio area. At Sieber CPA, we understand that managing finances can be complex and time-consuming. Our team of experienced professionals is here to offer expert guidance and personalized solutions tailored to your unique needs. Whether you're seeking assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are committed to helping you achieve your financial goals with confidence and clarity.

Welcome to Bopp & Associates, your trusted partner in accounting and finance located at 1273 Quebec Road, Cincinnati, Ohio. We are dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. With a team of experienced professionals, we specialize in a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. At Bopp & Associates, we pride ourselves on our personalized approach, ensuring that each client receives the attention and expertise they deserve. Whether you're looking to streamline your business finances or plan for a secure financial future, we are here to guide you every step of the way. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to JLL, your trusted real estate agency located at 312 Walnut Street, Cincinnati, Ohio. At JLL, we specialize in providing comprehensive real estate solutions tailored to meet your unique needs. Whether you're looking to buy, lease, or invest in commercial properties, our expert team is here to help you navigate the dynamic real estate market with ease. Explore our extensive portfolio of properties available for sale or lease across the United States, and discover the perfect location to suit your business or investment goals. Our dedicated professionals are ready to assist you in finding the right property to enhance your investment portfolio or create environments that attract tenants, employees, and buyers.

Welcome to KPMG LLP, located at 312 Walnut Street, Cincinnati, Ohio. As a leading firm in accounting and finance, we are committed to navigating the evolving landscape of modern business. At KPMG, we believe in the transformative power of artificial intelligence (AI) and its potential when combined with human expertise and ingenuity. Our focus on AI in financial reporting and auditing, as well as the use of generative AI tools in the tax profession, positions us at the forefront of innovation in the industry. In today's complex world, where finance, trade, technology, and environmental concerns intersect, traditional approaches to risk and regulatory compliance are no longer sufficient. We understand the importance of ESG and sustainability, recognizing that these rapidly evolving topics require leaders to stay informed and engaged.

Welcome to Baker Tilly, your trusted partner in accounting and finance, located at 1730 Madison Road, Cincinnati, Ohio. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to delivering exceptional client service, leveraging unmatched regional expertise, and making a sustained impact in our community. At Baker Tilly, we believe in looking beyond the obvious to uncover solutions that guide our clients to destinations they once thought unreachable. Our dedicated team is here to support you with a range of specialized services, including insights on ESG controllers, navigating the Inflation Reduction Act, understanding IRS partnership adjustments, and offering guidance on making gifts. We also provide innovative solutions for prevailing wage and apprenticeship bonus credits, and data tracking for energy projects.

Welcome to BookWerks LLC: Your Partner in Stress-Free Accounting Located at 9200 Montgomery Road, Montgomery, Ohio, BookWerks LLC is dedicated to freeing entrepreneurs from the burdens of bookkeeping and financial management, enabling them to focus on delighting customers, growing their businesses, and maintaining a healthy work-life balance. We understand that tasks like reconciling bank statements and filling out forms can be time-consuming and distracting. That's where we come in.

Welcome to Bank of America, conveniently located at 6570 Harrison Avenue, Cincinnati, Ohio. As a trusted name in banking and finance, we are dedicated to providing exceptional financial services to individuals and businesses in the community. Our branch offers a comprehensive range of banking solutions, including personal and business accounts, loans, credit cards, and investment services, all tailored to meet your unique needs. For your convenience, our location features a drive-thru ATM, allowing you to access your accounts and perform transactions quickly and securely from the comfort of your vehicle. Whether you're looking to manage your daily finances, plan for the future, or seek expert financial advice, our knowledgeable and friendly staff are here to assist you every step of the way.

Welcome to TruPartner Credit Union - Western Hills Branch, your trusted partner in financial success. Conveniently located at 5625 Harrison Avenue, Cincinnati, Ohio, we are dedicated to serving the financial needs of our community with integrity and personalized service. At TruPartner Credit Union, we understand that each member's financial journey is unique. That's why we offer a comprehensive range of financial products and services designed to help you achieve your goals. From savings and checking accounts to competitive loans and investment options, we provide the tools and resources you need to manage your finances effectively.

Welcome to the Bank of America ATM (Drive-thru) located at 6123 Glenway Avenue, Cincinnati, Ohio 45211. Conveniently situated in the heart of Cincinnati, our drive-thru ATM offers a seamless banking experience for all your financial needs, 24/7. Whether you need to withdraw cash, check your account balance, or make deposits, our state-of-the-art ATM ensures fast and secure transactions from the comfort of your vehicle. As part of one of the nation's leading financial institutions, we are committed to providing exceptional service and accessibility to our valued customers. Visit us today and experience the convenience and reliability of banking with Bank of America.

Welcome to Bank of America Video Banking, conveniently located at 1198 Smiley Avenue, Cincinnati, Ohio 45240. Our cutting-edge financial center is designed to meet your banking needs through innovative virtual channels, providing you with the flexibility and convenience you deserve. At this location, we offer a comprehensive range of banking products, including checking and savings accounts, credit cards, home loans, and small business accounts and loans. Our Merrill Edge Financial Solutions Advisors are available to provide investment advice and guidance to help you achieve your financial goals, ensuring you stay on track with personalized strategies.

Welcome to Bank of America Private Client Advisor Jennifer Sherwood's office, located at 312 Walnut Street, Cincinnati, Ohio. As a Senior Vice President and Institutional Client Advisor with Bank of America Private Bank, Jennifer Sherwood brings over two decades of private banking experience to her role. She is dedicated to delivering personalized financial guidance to individuals, families, nonprofit organizations, and endowments, helping them achieve their personal and professional missions. Jennifer specializes in working with business owners, entrepreneurs, senior executives, and their families, offering expert advice on investing, trust and estate planning, lending, wealth structuring, and business succession. Her empathetic and discreet approach makes her a trusted confidante, especially during significant life transitions like the passing of a loved one or divorce.

Welcome to Preston Charles Funeral Home, a compassionate and dedicated funeral service provider located at 400 North Wayne Avenue, Cincinnati, Ohio. At Preston Charles Funeral Home, we understand the profound importance of honoring the memories of loved ones with dignity and respect. Our experienced and caring staff is committed to guiding you through every step of the funeral planning process, ensuring that each service is a meaningful reflection of the life that was lived. We offer a wide range of personalized services, including traditional funerals, memorial services, and cremations, tailored to meet the unique needs and wishes of families. Our serene and comforting environment provides a space for family and friends to gather, celebrate, and find solace during difficult times.

Welcome to Clepper - Kelsch Funeral Home & Cremation Center Located in the heart of Cincinnati, Ohio, Clepper - Kelsch Funeral Home & Cremation Center is a compassionate and professional funeral service provider dedicated to supporting families in their time of need. Situated at 2961 Madison Road, our facility offers a tranquil and comforting environment where you can honor and celebrate the lives of your loved ones with dignity and respect.

Welcome to My Medicare Pilot LLC, your trusted partner in navigating the complex world of Medicare insurance. Conveniently located at 2117 Beechmont Avenue in Cincinnati, Ohio, we are dedicated to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. At My Medicare Pilot LLC, we understand that choosing the right Medicare plan can be overwhelming. Our experienced and knowledgeable team is here to guide you every step of the way, ensuring that you make informed decisions with confidence. We offer a wide range of services, including Medicare Advantage, Medicare Supplement, and Prescription Drug Plans, all designed to help you find the coverage that best fits your lifestyle and budget.

Welcome to Susan Ogle Insurance Agency, your trusted partner in securing your financial future. Located at 3914 Miami Road, Cincinnati, Ohio, we specialize in crafting personalized insurance solutions that cater to your unique needs and budget. Our offerings include permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment opportunities to enhance your policy’s value. We are dedicated to providing comprehensive support, from helping you manage everyday tasks if needed, to replacing lost income due to illness or injury. Our professionally managed investments offer potential market gains, while our bundled investment options come with low fees and flexibility to buy or sell quickly. Additionally, we offer investment strategies to help fund education expenses and provide income solutions tailored to your requirements.