Financial planning in Middleburg Heights, OH
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Skybox Financial Group
● ClosedSkybox Financial Group is a finance institution located at 7261 Engle Road, Middleburg Heights, Ohio, United States. Are you worried about saving your retirement from the IRS? Request your FREE copy of our Worry-Free Retirement Toolkit today! Our mission is to simplify personal finance and rescue individuals from making bad financial decisions. Through education and coaching, we eliminate confusion, fear, and worry by providing clarity on financial concepts and solutions. Unlike sales representatives and registered representatives who work for Broker Dealers and Insurance Companies, we have a duty to prioritize your financial interests at all times as a Registered Investment Advisor. With over 40 years of financial planning experience, we work with over 200 families nationwide to ensure a successful financial future. Schedule a 15-minute virtual consultation with us if you're losing sleep over money - there's no cost or obligation. Consult legal or tax professionals for specific information regarding your individual situation.
7261 Engle Rd # 202, Middleburg Heights, OH 44130, United States -
The Estate Planning Team, Inc.
● ClosedThe Estate Planning Team, Inc. is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. Specializing in estate planning services, our team of professionals is dedicated to helping clients create and protect their financial legacies for future generations. With a focus on personalized solutions and expert guidance, we strive to ensure that our clients' assets are managed and distributed according to their wishes. Trust The Estate Planning Team, Inc. to provide comprehensive and reliable financial planning services tailored to your individual needs.
16600 Sprague Rd #445, Middleburg Heights, OH 44130, United States -
Edward Jones - Financial Advisor: Sheldon Katz
● ClosedEdward Jones - Financial Advisor: Sheldon Katz is a trusted finance institution located at 15185 Bagley Road in Middleburg Heights, Ohio, United States. Sheldon Katz is a dedicated and experienced financial advisor who helps individuals and businesses achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Sheldon Katz provides expert guidance and support in areas such as retirement planning, wealth management, and investment planning. Whether you are looking to grow your wealth or secure your financial future, Sheldon Katz and his team are here to help you every step of the way.
15185 Bagley Rd Unit 1, Middleburg Heights, OH 44130, United States -
Edward Jones - Financial Advisor: John J Grech, AAMS™
● ClosedEdward Jones - Financial Advisor: John J Grech, AAMS™ is a finance institution located at 7774 West 130th Street in Middleburg Heights, Ohio, United States. John J Grech, a trusted financial advisor with the Accredited Asset Management Specialist™ designation, provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: John J Grech, AAMS™ is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
7774 W 130th St, Middleburg Heights, OH 44130, United States -
Sage Partners, LLC
● ClosedSage Partners, LLC is a reputable insurance agency located at 7251 Engle Road in Middleburg Heights, Ohio. With a team of experienced professionals, they provide a wide range of insurance solutions to meet the needs of individuals and businesses. Their commitment to personalized service and attention to detail sets them apart in the industry. Contact Sage Partners, LLC for all your insurance needs and experience the peace of mind that comes with their expert guidance and support.
7251 Engle Rd #103, Middleburg Heights, OH 44130, United States -
Family Foundation of Ohio
● ClosedThe Family Foundation of Ohio is an insurance agency and school located at 7530 Lucerne Drive in Middleburg Heights, Ohio, United States. Our institution is dedicated to providing families with the resources and education they need to protect themselves and their loved ones. Whether you are looking for insurance coverage or interested in learning more about financial planning and security, our experienced team is here to help. Contact us today to see how we can assist you in safeguarding your family's future.
7530 Lucerne Dr #104, Middleburg Heights, OH 44130, United States -
Lauren Banaszak - State Farm Insurance Agent
● ClosedLauren Banaszak - State Farm Insurance Agent is a health insurance agency located at 7199 Pearl Road, Middleburg Heights, Ohio, United States. State Farm is dedicated to helping your life go right, providing a range of insurance options including auto, homeowner's, renter's, life, business, and financial services. Lauren Banaszak, a lifelong resident of Parma, is proud to serve the community and offers personalized insurance plans to protect your assets. The agency's team is committed to excellent customer service and ensuring you receive all available discounts. With a focus on safety and personalized service, State Farm is here to help you make smart decisions about your insurance needs. Visit the office or call today for a free quote and meet the friendly team.
7199 Pearl Rd Suite B, Middleburg Heights, OH 44130, United States -
Sean Jelinek - State Farm Insurance Agent
● ClosedSean 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.
33 W Bridge St, Berea, OH 44017, United States -
Ryan Lange: Allstate Insurance
● ClosedRyan Lange: Allstate Insurance is a trusted insurance agency located at 13399 Smith Road in Middleburg Heights, Ohio. With a commitment to providing exceptional customer service and personalized insurance solutions, Ryan Lange and his team are dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, you can count on Ryan Lange: Allstate Insurance to provide you with the coverage you need at a price you can afford. Contact them today to learn more about their comprehensive insurance options and start protecting your future.
13399 Smith Rd, Middleburg Heights, OH 44130, United States -
Dr. Amol Malshe
● OpenDr. Amol Malshe is a healthcare institution located at 970 East Washington Street in Medina, Ohio, United States. Specializing in maternal fetal medicine, Dr. Malshe completed fellowships at the University of Texas Health Science Center at Houston and Wright State University Boonshoft School of Medicine. With a background in obstetrics and gynecology, Dr. Malshe received his medical education from the National University of Ireland. The institution also has a location at 17840 Bagley Road in Middleburg Heights, Ohio. Patients can review a list of accepted insurance plans for the Northeast Ohio locations or learn more about purchasing a contracted managed care plan. The institution is dedicated to providing high-quality patient care and is committed to transparency in disclosing any financial conflicts of interest. Cleveland Clinic physicians and scientists collaborate with the pharmaceutical and medical device industries to develop medical breakthroughs that benefit patient care.
970 E Washington St, Medina, OH 44256, United States -
Hott Associates
● ClosedHott Associates is a reputable institution located at 6801 Engle Road in Middleburg Heights, Ohio. Our team of experienced professionals is dedicated to providing top-notch consulting services in various industries. With a focus on delivering innovative solutions and exceptional customer service, Hott Associates is committed to helping clients achieve their business goals. Whether you need assistance with strategic planning, financial analysis, or project management, our team is here to support you every step of the way. Contact us today to learn more about how Hott Associates can help your organization succeed.
6801 Engle Rd g, Middleburg Heights, OH 44130, United States -
Fidato Wealth
● ClosedFidato Wealth, located at 7530 Lucerne Drive in Middleburg Heights, Ohio, is a finance institution that specializes in providing comprehensive wealth planning services. Whether you are preparing for retirement, managing investments, or looking to optimize your financial future, Fidato Wealth is dedicated to empowering you to make smart money decisions. Our client-centered approach focuses on helping families experience their best and most meaningful life, by offering multi-disciplinary wealth management services that go beyond just managing assets. For executives with significant investable assets, we provide comprehensive financial planning that covers key areas such as tax planning and executive benefits packages.
7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130, United States -
Fourth Dimension Wealth, LLC
● ClosedFourth Dimension Wealth, LLC is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. Their website features helpful calculators and resources to assist clients in understanding financial concepts and achieving their financial goals. Fourth Dimension Wealth is dedicated to educating clients about financial planning and providing access to market performance data. They are registered investment advisors and offer securities through LPL Financial. Clients can trust in the expertise of the professionals at Fourth Dimension Wealth to help them see the big picture and make informed financial decisions. Residents of other states should check with the institution to ensure compliance with regulations.
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130, United States -
Wasacz & Skvoretz LTD
● ClosedWasacz & Skvoretz LTD is a reputable accounting and finance institution located at 7550 Lucerne Drive in Middleburg Heights, Ohio. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our services include tax preparation, auditing, financial planning, and consulting. At Wasacz & Skvoretz LTD, we are committed to helping our clients achieve their financial goals and ensuring their financial success. Contact us today to learn more about how we can assist you with your accounting and finance needs.
7550 Lucerne Dr #400, Middleburg Heights, OH 44130, United States -
Dawn Mullenax
● OpenDawn Mullenax is a reputable finance institution located at 15050 Bagley Road in Middleburg Heights, Ohio, United States. With a focus on providing expert financial services and guidance, Dawn Mullenax is committed 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 Dawn Mullenax are dedicated to providing personalized solutions tailored to your specific needs. Trust in Dawn Mullenax for all your financial needs and take the first step towards securing your financial future.
15050 Bagley Rd, Middleburg Heights, OH 44130, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 18334 Bagley Road in Middleburg Heights, Ohio, United States. With a team of knowledgeable professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to helping clients achieve their financial goals. Visit us today to experience top-notch service and expertise in accounting and finance.
18334 Bagley Rd, Middleburg Heights, OH 44130, United States -
TAPP
● ClosedTAPP is a comprehensive financial service provider located at 7003 Pearl Road in Middleburg Heights, Ohio. Specializing in accounting and finance, TAPP offers individual and business services to help clients build personal wealth and optimize their businesses. With a team of experienced professionals, TAPP ensures that clients are only paying what they need in taxes and are spending in ways that align with their personal vision. The institution's priority is to provide a delightful service that instills confidence in clients, backed by a team that truly cares. TAPP offers a wide range of services including taxes, accounting, payroll, and planning, with a focus on attention to detail and timeliness. The institution offers free consultations to help clients determine their financial needs and goals. Serving clients in Medina, Cuyahoga, Summit, and Lorain Counties, TAPP is dedicated to helping individuals and businesses reach their full financial potential.
7003 Pearl Rd #17b, Middleburg Heights, OH 44130, United States -
West Side Elder Law
● ClosedWest Side Elder Law, located at 18820 Bagley Road in Middleburg Heights, Ohio, is dedicated to providing legal services to help prepare you for a secure tomorrow. Founded by Certified Elder Law Attorney Erin Eurenius, the institution specializes in estate planning, special needs planning, and elder law. With personal experience in caring for a loved one facing health challenges, Erin understands the emotional and financial toll it can take on families. As a Certified Elder Law Attorney, she is committed to maintaining her proficiency through continual practice and education to better serve the needs of older adults. The institution offers comprehensive packages to ensure your family is on the right path, whether you need assistance with estate planning documents or guidance on Medicaid and Guardianship issues. During these unique times, West Side Elder Law is also offering video conference meetings and safe in-person consultations. Contact them today to start planning for a secure tomorrow.
18820 Bagley Rd Unit 135, Middleburg Heights, OH 44130, United States -
RTK & Associate, LLC
● OpenRTK & Associates, LLC is a leading accounting and finance firm located at 7123 Pearl Road in Middleburg Heights, Ohio, United States. Our team of experienced professionals provide a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how RTK & Associates, LLC can assist you with all of your accounting and finance needs.
7123 Pearl Rd #201, Middleburg Heights, OH 44130, United States -
Finkler & Company, CPAs
● ClosedFinkler & Company, CPAs is a leading accounting and finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. With a team of experienced certified public accountants, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. At Finkler & Company, CPAs, we are committed to providing our clients with personalized and professional financial solutions to help them achieve their goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
16600 Sprague Rd Suite 285, Middleburg Heights, OH 44130, United States -
J A Doran & Associates Inc
● ClosedJ A Doran & Associates Inc is a reputable accounting and finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. With a team of experienced professionals, they provide a range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust J A Doran & Associates Inc for accurate and reliable financial advice to help them achieve their financial goals.
16600 Sprague Rd #80, Middleburg Heights, OH 44130, United States -
John Gazzo & Associates
● OpenJohn Gazzo & Associates is a reputable accounting and finance institution located at 13114 Cherokee Trail in Middleburg Heights, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, John Gazzo & Associates is dedicated to providing top-notch service and helping clients achieve their financial goals.
13114 Cherokee Trail, Middleburg Heights, OH 44130, United States -
McManus, Dosen & Co.
● ClosedMcManus, Dosen & Co. is a reputable accounting and finance institution located at 7251 Engle Road in Middleburg Heights, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting to individuals and businesses. Their commitment to excellence and client satisfaction sets them apart in the industry. Trust McManus, Dosen & Co. for all your accounting and finance needs.
7251 Engle Rd #406, Middleburg Heights, OH 44130, United States -
Timothy M. Cooper, CPA
● ClosedTimothy M. Cooper, CPA is a reputable accounting and finance institution located at 7060 West 130th Street in Middleburg Heights, Ohio, United States. With years of experience and expertise in the field, Timothy M. Cooper, CPA offers a wide range of professional services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, the institution is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, Timothy M. Cooper, CPA is your go-to destination for all your accounting and finance needs.
7060 W 130th St, Middleburg Heights, OH 44130, United States -
Davis & Company, CPAs
● ClosedDavis & Company, CPAs is a trusted accounting and finance institution located at 7205 Pearl Road in Middleburg Heights, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a top choice for individuals and businesses seeking reliable financial expertise. Whether you need help with tax filing or strategic financial planning, Davis & Company, CPAs is dedicated to helping you achieve your financial goals.
7205 Pearl Rd, Middleburg Heights, OH 44130, United States -
taxSmarty
● OpenTaxSmarty is a leading accounting and finance institution located at 7552 Pearl Road in Middleburg Heights, Ohio, United States. With a team of experienced professionals, TaxSmarty offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, TaxSmarty is here to help you navigate the complexities of the financial world with ease and efficiency. Trust TaxSmarty for all your accounting and finance needs.
7552 Pearl Rd, Middleburg Heights, OH 44130, United States -
EZ Tax Inc
● ClosedEZ Tax Inc is a leading financial institution located at 7055 Engle Road in Middleburg Heights, Ohio, United States. Specializing in tax services, our team of experts is dedicated to providing individuals and businesses with efficient and accurate tax preparation and planning. With a commitment to excellence and personalized service, EZ Tax Inc is your go-to destination for all your financial needs. Contact us today to schedule an appointment and experience the difference EZ Tax Inc can make for you.
7055 Engle Rd #502, Middleburg Heights, OH 44130, United States -
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
9500 Euclid Ave # S80, Cleveland, OH 44195, United States -
Stearns Kim L MD
● ClosedDr. 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:
2709 Franklin Blvd, Cleveland, OH 44113, United States
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