Financial planning consultants in Cleveland Heights, Ohio
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Cleveland Insurance Advisors Inc
● OpenCleveland Insurance Advisors Inc is a reputable insurance agency located at 2247 Warrensville Center Road in University Heights, Ohio. Our experienced team of advisors is dedicated to providing personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for home, auto, life, or commercial insurance, we are here to help you navigate the complexities of the insurance world and find the best coverage at the most competitive rates. Contact us today to schedule a consultation and let us help you protect what matters most.
2247 Warrensville Center Rd, University Heights, OH 44118, United StatesAdvertisements -
Elevate Financial Consulting
● OpenElevate Financial Consulting is a premier finance institution located at 2150 West 117th Street in Cleveland, Ohio, United States. We specialize in providing expert financial advice and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to elevating your financial well-being through personalized strategies and top-notch service. Whether you need help with investments, retirement planning, or budgeting, Elevate Financial Consulting is here to help you reach new heights of financial success.
2150 W 117th St #1176, Cleveland, OH 44111, United StatesAdvertisements -
Sequoia Financial Group
● OpenSequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
6095 Parkland Blvd #210, Mayfield Heights, OH 44124, United StatesAdvertisements -
Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™ is a reputable financial institution located at 12417 Cedar Road in Cleveland Heights, Ohio, United States. David H Lavelle, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for education, or looking to grow your wealth, David H Lavelle and his team are dedicated to helping you navigate the complexities of the financial world with confidence.
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J.C. & Associates Tax and Financial
● OpenJ.C. & Associates Tax and Financial is a reputable accounting and finance institution located at 3559 Stoer Road in Shaker Heights, Ohio, United States. With a team of knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, their dedicated staff is committed to helping you navigate the complexities of tax and financial matters with personalized solutions tailored to your specific needs. Trust J.C. & Associates Tax and Financial to provide expert guidance and support to help you achieve your financial goals.
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Cleveland Tax Professionals
● OpenCleveland Tax Professionals is a reputable finance institution located at 449 Richmond Road in Richmond Heights, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the Cleveland area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Cleveland Tax Professionals to handle all of your tax needs with precision and expertise.
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Schwartz Steven M MD - Consultants In Gastroenterology
● OpenSchwartz Steven M MD, part of Consultants In Gastroenterology, is a dedicated medical practice specializing in gastroenterology, providing expert care and comprehensive medical services in Concord, Ohio. With a focus on patient-centered care, Dr. Steven M. Schwartz and his team are committed to diagnosing and treating a wide range of gastrointestinal conditions with the utmost professionalism and compassion.
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Kimberly K Smatana - State Farm Insurance Agent
● OpenKimberly K Smatana - State Farm Insurance Agent is an established insurance agency located at 7106 West 130th Street in Middleburg Heights, Ohio. With over three decades of experience in the industry, Kimberly and her dedicated team proudly serve Middleburg Heights, OH and the surrounding Cleveland metro area. They offer a wide range of insurance services including auto, motorcycle, renters, homeowners, boat, business, and life insurance, as well as financial services. The team at Kimberly K Smatana's office, including Beth, Liz, and Bridget, takes the time to truly understand each client's financial goals in order to provide the best coverage while also saving them money. Kimberly, a longtime resident of the Cleveland metro area, holds a degree in business administration from Kent State University and is passionate about helping the community thrive.
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Tanya D. Howard-Grace: Allstate Insurance
● OpenTanya D. Howard-Grace: Allstate Insurance is a trusted insurance agency located at 2490 Lee Boulevard in Cleveland Heights, Ohio. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in the insurance industry, we strive to help individuals and families protect what matters most. Contact us today for a consultation and discover the peace of mind that comes with quality insurance coverage.
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Steven Saraniti - State Farm Insurance Agent
● OpenSteven Saraniti - State Farm Insurance Agent, located at 12429 Cedar Road in Cleveland Heights, Ohio, is your go-to insurance agency for all your needs. Whether you're looking to insure your motorcycle for the spring season, maintain your fireplace for safety, or drive safely on rural roads, Steven Saraniti is here to help. Please remember to protect your sensitive personal information and reach out if you have any difficulties accessing our website. For investment inquiries, be sure to carefully consider all important information provided in the fund prospectuses.
12429 Cedar Rd Ste 26, Cleveland Heights, OH 44106, United StatesAdvertisements -
Hany Aziz
● OpenHany Aziz is a health institution located at 18101 Lorain Avenue in Cleveland, Ohio, United States. They also have a location at 6770 Mayfield Road in Mayfield Heights, Ohio. The institution specializes in providing medical services, with a focus on neonatal-perinatal medicine, pediatrics, and obstetrics & gynecology. The physicians and scientists at Hany Aziz may collaborate with pharmaceutical or medical device industries to develop medical breakthroughs and provide expertise and education. They strive to make scientific advances that benefit patient care and support relationships that promise public benefit. Hany Aziz maintains a program to review collaborations with industry and minimize bias that may result from these relationships. They publicly disclose any financial conflicts of interest related to their research activities. Visit their website for more information on accepted insurance plans and services offered.
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H.W. Spivey & Associates LLC
● OpenH.W. Spivey & Associates LLC is a finance institution located at 3590 Fenley Road in Cleveland Heights, Ohio, United States. Specializing in complex tax preparation for both individuals and businesses, our team of tax professionals ensures that your taxes are done right, giving you peace of mind. With a focus on providing the best solutions for your business, H.W. Spivey & Associates LLC is dedicated to helping you navigate the complexities of the tax system.
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Knevel Law Co. LPA
● OpenKnevel Law Co. LPA is a well-established institution located in Garfield Heights, Ohio, United States. Specializing in bankruptcy law, our experienced attorneys have been serving clients in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of over 18,000 successful bankruptcy cases, we are dedicated to helping individuals overcome financial hardships and achieve a fresh start. Our team of lawyers offers comprehensive services to address complex financial issues and provide long-term solutions for financial freedom. Whether you are facing credit card debt, mortgage obligations, student loans, or other forms of debt, we are here to guide you through the bankruptcy process and help you make informed decisions about your financial future. Contact us today for a free initial consultation and take the first step towards a brighter, more financially secure future for you and your family.
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Jackson Dennis C Co
● OpenJackson Dennis C Co is a law firm located at 20 Eagle Valley Court, Broadview Heights, Ohio, United States, specializing in estate planning, trusts, and probate. Led by Cleveland Attorney Dennis C. Jackson, the firm works closely with tax and investment advisors to provide financial consulting to clients, ensuring maximum return on investments and protection from estate issues. With over a quarter of a century of combined experience, the firm offers personalized solutions for both simple and complex estate affairs. A Living Trust is a popular financial planning tool offered by the firm, providing effective estate management solutions. Clients can expect a hassle-free process with all-inclusive fees for their Trust, with additional fees only for asset transfers. Contact Jackson Dennis C Co for a FREE consultation to discuss your estate planning needs.
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Knevel Law, Co, LPA, llc
● OpenKnevel Law, Co, LPA, llc is a reputable institution located at 2634 South Arlington Road, Akron, Ohio, United States. Specializing in bankruptcy law, their team of experienced lawyers has been serving consumers in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of over 18,000 successful bankruptcy cases, they are dedicated to helping individuals navigate through financial hardships and achieve a fresh start. Whether you are facing credit card debt, mortgage obligations, or other financial challenges, their team is committed to providing high-quality and comprehensive services to help you gain financial freedom. Contact their Cleveland office at (216) 450-6689 for a free initial consultation and take the first step towards a brighter financial future.
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Knevel Law Co. LPA
● OpenKnevel Law Co. LPA is a reputable law firm located at 124 Middle Avenue in Elyria, Ohio, United States. Specializing in bankruptcy law, our experienced attorneys have been serving clients in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of successfully resolving over 18,000 bankruptcy cases, we are committed to helping individuals overcome financial hardships and achieve a fresh start. At Knevel Law Co. LPA, we understand the challenges that come with financial difficulties, whether it be credit card debt, mortgage obligations, or student loans. Our team of dedicated lawyers is here to provide you with personalized solutions to help you regain financial stability and independence. We offer free initial consultations to discuss your options, whether it be filing for Chapter 7, Chapter 13, or exploring alternative routes to debt relief.
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Knevel Law Co. LPA
● OpenKnevel Law Co. LPA is a reputable finance and lawyer institution based in Cleveland, Ohio. With over 45 years of experience, our bankruptcy lawyers have successfully handled over 18,000 bankruptcy cases, providing relief to clients in Cleveland, Akron, Elyria, and Garfield Heights. We understand the challenges of financial hardship and are dedicated to helping individuals achieve financial freedom through personalized solutions such as Chapter 7 or Chapter 13 bankruptcy. Our team of experienced attorneys is committed to guiding clients through the entire bankruptcy process, protecting them from legal actions and creditor harassment. Contact us today for a free initial consultation and take the first step towards a brighter financial future.
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Simic CPA Company
● OpenSimic CPA Company is a full-service CPA firm located at 6485 Ridge Road in Parma, Ohio. We specialize in accounting and finance services for individuals and small businesses in the Cleveland, Parma, and Parma Heights area. Our team is dedicated to helping our clients achieve financial success and we offer a wide range of services to meet their needs. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at one of our convenient locations and let us help you reach your financial goals.
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PC TAX SERVICES LLC
● OpenPC Tax Services LLC is a trusted accounting and finance institution located at 3566 Boynton Road in Cleveland Heights, Ohio. Our team of professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With years of experience and expertise in the field, we offer a wide range of financial solutions to help our clients achieve their goals. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you with your financial needs.
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Boardwalk Tax Service
● OpenBoardwalk Tax Service is a reputable accounting and finance institution located at 2490 Lee Boulevard in Cleveland Heights, Ohio. With a team of experienced professionals, they specialize in providing top-notch tax preparation and financial services to individuals and businesses alike. Whether you need assistance with filing your taxes or managing your finances, Boardwalk Tax Service is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing excellent customer service and ensuring your financial success.
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Park East Bookkeeping
● OpenPark East Bookkeeping is a professional accounting and finance institution located at 675 Alpha Drive in Highland Heights, Ohio, United States. When you choose Park East Bookkeeping, you are not just hiring a service, but gaining more time to spend with your family. Our expert bookkeepers are dedicated to your business and will work closely with you to understand and overcome any obstacles that may arise. With a focus on business planning, our team at Park East Bookkeeping is committed to helping you achieve success. Contact us today to learn more about how we can support your business.
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Dr. Marielle Kulling
● OpenDr. Marielle Kulling is a highly qualified and dedicated healthcare professional based at the Cleveland Clinic, located at 9500 Euclid Ave, Cleveland, OH. With a strong academic background and extensive medical training, Dr. Kulling specializes in providing top-notch medical care and health services to her patients. Academic and Professional Background:
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Dr. Jason M. Wolf, MD
● OpenDr. Jason M. Wolf, MD - Gastroenterology Specialist Location: 6770 Mayfield Rd, Mayfield Heights, OH 44124, United States
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Dr. Jerin Mathew
● OpenDr. Jerin Mathew is a highly respected physician specializing in General Nephrology, Hypertension, Glomerulonephritis, Pregnancy and Kidney Disease, and Home Dialysis. With extensive training and experience, Dr. Mathew provides exceptional care to his patients, ensuring they receive the best possible treatment and support. Educational Background:
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Amir Taraben, MD
● OpenAmir Taraben, MD - Interventional Cardiologist Location: Hillcrest Medical Building Two, Suite 300
6801 Mayfield Rd #300, Mayfield Heights, OH 44124, United StatesAdvertisements -
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Dr. Zeshaun Khawaja
● OpenDr. Zeshaun Khawaja is a highly esteemed neurologist specializing in cerebrovascular diseases, transitions of care, value-based care, value creation, process improvement, and innovation. Based at the Cleveland Clinic's main campus, Dr. Khawaja is dedicated to providing top-tier medical care with a patient-first approach. Educational Background: - Graduate School: Case Western Reserve University School of Medicine, Cleveland, OH, 2015
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Dr. Gregory S. Powell, MD
● OpenDr. Gregory S. Powell, MD - Premier Healthcare in Concord, OH Location: 7530 Fredle Dr, Concord, OH 44077, United States
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Stearns Kim L MD
● OpenDr. Kim L. Stearns, MD, is a highly esteemed Board Certified Orthopedic Surgeon specializing in Sports Medicine and Adult Reconstruction. Located at 2709 Franklin Blvd, Cleveland, OH, Dr. Stearns has been a dedicated practitioner with the Cleveland Clinic since 2006. He is renowned for his expertise in joint replacement of the hip and knee, reconstructive surgery of the knee, and arthroscopic surgery of the knee and shoulder. Professional Background:
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