Financial planning in Oxford, OH
31 results found
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Oxford Risk, LLC
● ClosedOxford Risk, LLC is an insurance agency located at 83 North Miller Road in Fairlawn, Ohio, United States. Specializing in providing risk management solutions, they offer a wide range of insurance products to protect individuals and businesses from potential financial losses. With a team of experienced professionals, Oxford Risk, LLC is committed to providing personalized service and tailored insurance plans to meet the unique needs of their clients. Whether you are looking for coverage for your home, car, business, or other assets, Oxford Risk, LLC is dedicated to helping you find the right insurance solutions to give you peace of mind.
83 N Miller Rd Suite #201, Fairlawn, OH 44333, United States -
Michael A Rudolph, Financial Services Professional - New York Life
● ClosedMichael A Rudolph, Financial Services Professional at New York Life, is a trusted and experienced finance and insurance agency located at 5995 Fairfield Road in Oxford, Ohio. With a commitment to providing personalized and comprehensive financial solutions, Michael A Rudolph helps clients navigate the complexities of financial planning, retirement, and insurance. Whether you are looking to secure your future, protect your loved ones, or grow your wealth, Michael A Rudolph is dedicated to helping you achieve your financial goals. With a focus on integrity, professionalism, and exceptional customer service, Michael A Rudolph, Financial Services Professional at New York Life, is your go-to partner for all your financial needs.
5995 Fairfield Rd #1, Oxford, OH 45056, United States -
Preferred Planning Associates - Oxford, OH
● ClosedPreferred Planning Associates in Oxford, OH is a trusted financial institution located at 31 Lynn Avenue. With a team of experienced professionals, they offer personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Preferred Planning Associates can provide expert guidance and support. Their commitment to excellence and customer satisfaction sets them apart as a preferred choice for financial planning in the Oxford area.
31 Lynn Ave, Oxford, OH 45056, United States -
Oxford Financial Group, Ltd.
● ClosedOxford Financial Group, Ltd. is a finance institution located at 221 East 4th Street in Cincinnati, Ohio, United States. With over 43 years of experience, we specialize in providing multigenerational estate planning advice and innovative investment solutions to families and institutions. Our core belief is in working closely with our clients to help them achieve their financial goals. We offer a range of charitable giving vehicles, including Private Foundations, to assist clients in fulfilling their philanthropic aspirations. Oxford Financial Group, Ltd. is an independent registered investment advisor, providing financial planning services to individual clients. We are proud to have been included in the Financial Advisor’s RIA Survey & Ranking, based on our assets and services provided.
221 E 4th St, Cincinnati, OH 45202, United States -
LPL Financial
● OpenLPL Financial is a reputable finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a strong track record of providing comprehensive financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized guidance and strategic planning to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, LPL Financial is committed to helping you make informed decisions and build a solid financial foundation.
5995 Fairfield Rd # 2, Oxford, OH 45056, United States -
Pathway Financial Planning
● ClosedPathway Financial Planning is a trusted finance institution located at 33 West Walnut Street in Oxford, Ohio, United States. Our team of experienced financial planners is dedicated to helping individuals and families navigate their financial journey with confidence and clarity. We offer personalized financial planning services tailored to meet the unique needs and goals of each client. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Pathway Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
33 W Walnut St UNIT 8, Oxford, OH 45056, United States -
Edward Jones - Financial Advisor: Phillip F Abshire, AAMS™
● ClosedEdward Jones - Financial Advisor: Phillip F Abshire, AAMS™ is a reputable finance institution located at 335 South College Avenue in Oxford, Ohio, United States. Specializing in providing personalized financial planning and investment services, Phillip F Abshire, AAMS™ offers expert advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor.
335 S College Ave #102, Oxford, OH 45056, United States -
Oxford City Finance Department
● ClosedWelcome to the Oxford City Finance Department, your trusted partner in financial management and accounting services for the community of Oxford, Ohio. Conveniently located at 101 East High Street, our dedicated team of professionals is committed to ensuring the efficient and transparent management of the city's financial resources. As a pivotal part of the local government, the Oxford City Finance Department plays a crucial role in budgeting, financial planning, and the stewardship of public funds. We offer a wide range of services designed to support the financial well-being of our community, including comprehensive accounting solutions, financial reporting, and fiscal policy development.
101 East High Street, Oxford, Ohio 45056, United States -
F&M Bank - Oxford
● ClosedWelcome to F&M Bank - Oxford, your trusted partner in financial services located at 335 South College Avenue, Oxford, Ohio. As a cornerstone of the community, we are committed to providing exceptional banking and financial solutions tailored to meet the diverse needs of our clients. Whether you're looking to open a personal account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At F&M Bank - Oxford, we pride ourselves on delivering personalized service with a focus on building long-lasting relationships. Visit us today and experience the difference of a local bank that truly cares about your financial well-being.
335 South College Avenue, Oxford, Ohio 45056, United States -
Walmart Connection Center
● ClosedThe Walmart Connection Center in Oxford, Ohio is a convenient store located at 5720 College Corner Pike. This center offers a wide range of services including cellphone activations, bill payments, and money transfers. With friendly and knowledgeable staff, customers can expect quick and efficient service for all their needs. Whether you're looking to upgrade your phone plan or send money to a loved one, the Walmart Connection Center is the place to go for all your communication and financial needs.
5720 College Corner Pike, Oxford, OH 45056, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 5226 Westgate Drive in Oxford, Ohio, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a wide range of insurance products and investment solutions to help individuals and businesses achieve their financial goals. The institution is known for its commitment to providing personalized and comprehensive financial planning services to its clients. With a team of experienced professionals, Northwestern Mutual strives to build long-lasting relationships with its customers by offering top-notch financial advice and support.
5226 Westgate Dr, Oxford, OH 45056, United States -
Taunya Roark - State Farm Insurance Agent
● ClosedTaunya Roark - State Farm Insurance Agent is a trusted insurance agency located at 1045 Eaton Avenue in Hamilton, Ohio, United States. With 29 years of State Farm Insurance experience, Taunya Roark is dedicated to providing excellent customer service. She is a graduate of Urbana University with a Bachelor of Science degree in Business. The agency offers 24-hour customer service and free auto insurance and homeowners insurance quotes. They specialize in helping people transfer their policies to Ohio and offer a range of insurance services including life insurance, renters insurance, condo insurance, and business insurance. Taunya Roark's agency serves Hamilton, Fairfield, Oxford, and surrounding areas. In addition to insurance services, the agency provides valuable information and tips to help protect small business property, navigate marriage, and stay safe while driving on rural roads. They also offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.
1045 Eaton Ave, Hamilton, OH 45013, United States -
Dr. Stacey Zahler
● OpenDr. Stacey Zahler is a healthcare institution located at 9500 Euclid Avenue in Cleveland, Ohio, United States. Specializing in pediatric hematology/oncology, Dr. Zahler completed a fellowship at Westchester Medical Center in Valhalla, NY, USA. With a background in pediatrics from the same institution, she also earned her medical education from Philadelphia College of Osteopathic Medicine in Philadelphia, PA, USA. Dr. Zahler's undergraduate studies were completed at Miami University in Oxford, OH, USA. Visitors to Dr. Stacey Zahler's institution can expect changes to check-in procedures at Hillcrest Cancer Center and the closure of the Cole Eye entrance. In light of the COVID-19 pandemic, visitation policies and safety measures are in place to protect patients and staff. The institution accepts various insurance plans and offers information on managed care options for patients in Northeast Ohio.
9500 Euclid Ave, Cleveland, OH 44195, United States -
P A Snyder & Co Inc
● OpenP A Snyder & Co Inc is a reputable accounting and finance institution located at 600 McGuffey Avenue in Oxford, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust P A Snyder & Co Inc for their expertise and dedication to providing top-notch financial solutions.
600 McGuffey Ave, Oxford, OH 45056, United States -
Barnthouse & Cornett CPA'S
● OpenBarnthouse & Cornett CPA'S is a reputable accounting and finance institution located at 31 Millville Oxford Road in Hamilton, Ohio, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
31 Millville Oxford Rd, Hamilton, OH 45013, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. The Cincinnati team at Buckingham Strategic Wealth is dedicated to helping clients achieve retirement success through a people-first approach to wealth planning. With decades of experience, the team uses an evidence-driven philosophy to guide clients through market fluctuations and planning decisions. Having served the Cincinnati area since 2003, the team of advisors at Buckingham Strategic Wealth, previously known as Oxford Financial Partners, joined forces in 2023 to provide long-term partnership and fiduciary financial advice to clients. By leveraging Buckingham's vast resources, the team ensures investment decisions are made with the client's best interests in mind, upholding the highest standard of care and offering clarity and confidence along the way.
8044 Montgomery Rd Suite 163, Cincinnati, OH 45236, United States -
Shoker Investment Counsel, Inc.
● ClosedShoker Investment Counsel, Inc. is a reputable finance institution located at 3642 Kehr Road in Oxford, Ohio, United States. With a team of experienced professionals, they offer expert financial advice and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Shoker Investment Counsel, Inc. can provide personalized solutions to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, they are committed to helping you secure a stable financial future.
3642 Kehr Rd, Oxford, OH 45056, United States -
Robinson Tax Services
● ClosedRobinson Tax Services is a trusted accounting and finance institution located at 8910 Dayton-Oxford Road in Franklin, Ohio, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to help you navigate the complexities of the financial world. Trust Robinson Tax Services for all your accounting and finance needs.
8910 Dayton-Oxford Rd, Franklin, OH 45005, United States -
Hammond Day Investment Group, Inc.
● OpenHammond Day Investment Group, Inc. is a reputable finance institution located at 2060 Oxford Avenue in Cincinnati, Ohio, United States. With a focus on providing expert financial guidance and investment services, Hammond Day Investment Group, Inc. is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Hammond Day Investment Group, Inc. is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Hammond Day Investment Group, Inc. is the go-to destination for all your financial needs.
2060 Oxford Ave, Cincinnati, OH 45230, United States -
Patrick Walsh at Buckingham Strategic Wealth
● ClosedLocated at 8044 Montgomery Road in Cincinnati, Ohio, Patrick Walsh at Buckingham Strategic Wealth is a finance institution dedicated to helping clients achieve retirement success. With a team that has decades of experience in guiding clients towards their financial goals, they take a people-first approach to wealth planning. By utilizing an evidence-driven philosophy, they ensure that clients understand how to navigate the ups and downs of the market and financial decision-making. The Cincinnati team has been serving the area since 2003, previously known as Oxford Financial Partners before joining Buckingham Strategic Wealth in 2023. Clients appreciate the long-term partnership approach that the advisors take when working with them, as they act as fiduciary financial advisors who prioritize the client's best interests. By leveraging Buckingham's vast resources, they make investment decisions that align with their clients' goals and provide clarity and confidence every step of the way.
8044 Montgomery Rd Suite 163, Cincinnati, OH 45236, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 510 Oxford State Road in Middletown, Ohio, United States. Specializing in tax services, Liberty Tax offers a range of financial solutions to help individuals and businesses navigate the complexities of tax season. With a team of knowledgeable professionals, Liberty Tax provides expert advice and assistance to ensure clients maximize their tax returns and minimize their liabilities. Whether you need help with tax preparation, planning, or filing, Liberty Tax is committed to providing personalized and reliable service to meet your financial needs.
510 Oxford State Rd, Middletown, OH 45044, United States -
Douglas E Sitzler CPA
● OpenDouglas E Sitzler CPA is a reputable accounting and finance institution located at 5359 College Corner Pike in Oxford, Ohio, United States. With a strong focus on providing top-notch financial services, this institution is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Led by experienced professionals, Douglas E Sitzler CPA offers a wide range of services including tax preparation, financial planning, and consulting. Clients can trust in the expertise and integrity of this institution to help them achieve their financial goals.
5359 College Corner Pike, Oxford, OH 45056, United States -
Hoelzer CPA Inc
● OpenHoelzer CPA Inc is a reputable accounting and finance institution located at 12 West Park Place in Oxford, Ohio, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Hoelzer CPA Inc is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
12 W Park Pl, Oxford, OH 45056, United States -
Stephenson & Warner CPA's, Inc.
● OpenStephenson & Warner CPA's, Inc. is a reputable accounting and finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, Stephenson & Warner CPA's, Inc. is dedicated to providing top-notch solutions to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
5995 Fairfield Rd, Oxford, OH 45056, United States -
Baumann Jerome M CPA
● OpenBaumann Jerome M CPA is a reputable accounting and finance institution located at 116 East High Street in Oxford, Ohio, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service ensures that clients receive top-notch financial advice and assistance tailored to their specific needs. Whether you are an individual or a business owner, Baumann Jerome M CPA is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.
116 E High St, Oxford, OH 45056, United States -
Georgeanne G. Botek, DPM
● OpenDr. Georgeanne G. Botek is a highly respected podiatrist located in Willoughby Hills, Ohio. She is affiliated with the renowned Cleveland Clinic and specializes in diabetic foot care, forefoot surgery (both elective and reconstructive), and musculoskeletal foot and ankle pathology. Dr. Botek brings extensive experience and expertise to her practice, having completed her residency in Podiatric Surgery with the Ohio Permanente Medical Group in Cleveland, OH, in 1996, and earning her medical degree from the Ohio College of Podiatric Medicine (Kent State University) in 1994. She also holds an undergraduate degree in English Literature from Miami University, obtained in 1990.
2570 SOM Ctr Rd, Willoughby Hills, OH 44094, United States -
Butler County Memorial Park
● ClosedWelcome to Butler County Memorial Park, a serene and picturesque resting place located at 4570 Trenton Oxford Road, Hamilton, Ohio. Established in 1965, our cemetery is situated on the highest natural elevation in Butler County, offering breathtaking views in every direction. Just outside Trenton, Ohio, and easily accessible from St. Rt. 73, our grounds feature a tranquil pond and two distinct sections for upright monuments. At Butler County Memorial Park, we provide a range of burial options to suit your needs, including traditional in-ground burials, a Thomas Kinkade cremation niche, mausoleums, and private estates. Our dedicated team is here to assist you with all aspects of burial planning, ensuring peace of mind for you and your loved ones.
4570 Trenton Oxford Road, Hamilton, Ohio 45011, United States -
Talawanda Baptist Church
● ClosedWelcome to Talawanda Baptist Church, a warm-hearted community located in the serene landscape of Oxford, Ohio at 5327 Stillwell Beckett Road. As a proud affiliate of the Southern Baptist Convention, we are dedicated to sharing a Christ-centered message that resonates with people from all walks of life. At Talawanda Baptist Church, we believe in the transformative power of faith and the importance of living a life that glorifies God. Our services are designed to inspire through worship, prayer, and the study of God's Word. We invite you to join us as we explore the teachings of the Bible and seek to apply them in our daily lives.
5327 Stillwell Beckett Road, Oxford, Ohio 45056, United States -
Ogle & Paul R. Young Funeral Home
● OpenWelcome to Ogle & Paul R. Young Funeral Home, a trusted and compassionate provider of funeral services located at 5086 College Corner Pike, Oxford, Ohio. Our family-owned funeral home is dedicated to supporting families during their most difficult times, offering a range of personalized services to honor and celebrate the lives of loved ones. At Ogle & Paul R. Young Funeral Home, we understand the importance of creating meaningful tributes that reflect the unique life and legacy of each individual. Our experienced and caring staff are here to guide you through every step of the process, from planning and coordination to offering grief support resources.
5086 College Corner Pike, Oxford, Ohio 45056, United States -
PNC Bank
● ClosedWelcome to PNC Bank, conveniently located at 701 East Spring Street, Oxford, Ohio. As a trusted name in banking and finance, we are committed to providing exceptional financial services to the local community. Whether you're looking for personal banking solutions, business accounts, or advanced financial planning, our team of experienced professionals is here to help you every step of the way. At PNC Bank, we offer a comprehensive range of services including savings and checking accounts, loans, credit cards, and investment options tailored to meet your unique financial needs. Our state-of-the-art ATMs provide easy access to your funds 24/7, ensuring you have the flexibility to manage your finances on your schedule.
701 East Spring Street, Oxford, Ohio 45056, United States
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