TOP 10 Financial planning company in Berea, Ohio

King Insurance & Financial Services, LLC is a reputable insurance agency located at 181 West Bagley Road in Berea, Ohio. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at competitive rates. With a focus on customer service and personalized attention, King Insurance & Financial Services, LLC is your trusted partner for all your insurance needs. Contact us today to learn more about how we can protect what matters most to you.

Life and Legacy Insurance and Wealth Preservation is a trusted insurance agency located at 398 West Bagley Road in Berea, Ohio, United States. Specializing in providing comprehensive insurance solutions and wealth preservation strategies, our team of experienced professionals is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or estate planning services, we are committed to offering personalized guidance and tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you safeguard your legacy for generations to come.

Sean Jelinek - State Farm Insurance Agent is an insurance agency located at 33 West Bridge Street in Berea, Ohio, United States. Sean Jelinek, a resident of Berea and born and raised in North Olmsted/Olmsted Falls, has been serving the communities of Berea, Brook Park, Middleburg Heights, North Ridgeville, Olmsted Falls, Strongsville, North Olmsted, and Northeast Ohio since 2016. The agency offers free quotes 24/7 for auto insurance, home insurance, renter's insurance, life insurance, health insurance, business insurance, and financial services. They also provide free notary public services. In addition to Sean, Jay has been with the State Farm Berea office since June 2021 and is licensed in home insurance, car insurance, renter's insurance, and small business insurance. Customers can call Jay for a second opinion on their current insurance coverage and pricing. The agency also offers information on topics such as the dangers of drunk driving, the differences between health insurance plans, and the benefits of a 529 education savings plan. State Farm VP Management Corp. distributes securities and offers financial services, while State Farm Life Insurance Company provides life insurance and annuities. U.S. Bank National Association offers deposit products and credit cards. The agency emphasizes the importance of understanding policies and consulting with a tax or legal advisor for personalized advice.

Lancaster & Forrey is a reputable accounting and finance institution located at 343 West Bagley Road in Berea, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and customer satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses seeking financial guidance and support. Contact Lancaster & Forrey today to see how they can help you achieve your financial goals.

John Ehrley Consulting, LLC is a professional consulting firm located at 3236 Berea Road in Cleveland, Ohio. Specializing in providing expert advice and guidance to businesses and individuals, our team of experienced consultants offers a wide range of services to help clients achieve their goals and maximize their potential. From strategic planning and project management to financial analysis and organizational development, we are committed to delivering personalized solutions tailored to each client's unique needs. Contact us today to learn more about how John Ehrley Consulting, LLC can help you succeed.