Financial planning and organization in Marietta, Ohio

Cowdery Tax and Business Solutions is a premier accounting and finance institution located at 706 Pike Street in Marietta, Ohio, United States. Our services include tax preparation by appointment, document drop-off, or remote document submission to make the process as convenient as possible for our clients. We specialize in helping individuals and businesses stay organized and maximize their tax benefits by understanding the necessary receipts for tax purposes. We also provide valuable information on hiring children for family businesses, managing small business payroll taxes, and reporting military income for service members.

Merrill Lynch Financial Advisor William J Mannix is a dedicated professional located at 294 Front Street in Marietta, Ohio, United States. With over two decades of experience in the financial services industry, Bill joined Merrill in 2005 and is committed to building enduring relationships with his clients. He understands that clients bring more than just their financial needs and works to help make their lives better by providing personalized advice and customized strategies. Bill is actively involved in the Marietta community through various organizations and clubs. At Merrill Lynch Wealth Management, Bill focuses on understanding his clients' goals, priorities, and aspirations to create a personalized financial plan centered around their unique needs. By utilizing the global resources of Merrill, Bill's team is dedicated to building strong client relationships based on trust and personalized service. With access to investment insights and banking solutions, Bill works with clients to develop a financial approach that addresses their current needs while considering their long-term goals.

Merrill Lynch Financial Advisor David T Treadway, located at 294 Front Street, Marietta, Ohio, United States, offers personalized wealth management strategies tailored to your individual goals. With a focus on understanding your full financial picture, David Treadway can create a flexible strategy to navigate changing market conditions. As a part of the Merrill Lynch tradition, he is dedicated to serving the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, David Treadway can help you build a personalized plan centered on your goals and aspirations. By engaging in conversations with you, he aims to identify and prioritize the goals that matter most to you, whether it's planning for retirement, saving for a home, or passing wealth to future generations.

Located at 900 Front Street in Marietta, Ohio, the Nationwide Insurance: Kearny Hambrick Agency is your go-to insurance agency for all your needs. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, we offer a wide range of coverage options to protect what matters most to you. Whether you need auto insurance, commercial insurance for your business, or coverage for your home, our experienced agents are here to help. We work with Nationwide to provide excellent service and coverage tailored to your individual needs.

Settlers Bank is a trusted financial institution located at 115 3rd Street in Marietta, Ohio, United States. As a full-service bank, Settlers Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and organizations in the local community. With a commitment to providing personalized and attentive customer service, Settlers Bank strives to help customers achieve their financial goals and build a secure financial future. Whether you are looking for a checking account, savings account, mortgage loan, or investment advice, Settlers Bank is here to help you every step of the way. Visit us today to experience the difference of banking with Settlers Bank.

Janney Montgomery Scott LLC is a reputable finance institution located at 346 3rd Street in Marietta, Ohio, United States. With a strong commitment to providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial goals, the experienced professionals at Janney Montgomery Scott LLC are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust Janney Montgomery Scott LLC to be your partner in building a secure financial future.