TOP 10 Financial planning strategies in Berea, Ohio

Located at 96 Beech Street in Berea, Ohio, the Student Activities Center at Baldwin Wallace University offers a wide range of opportunities for students to get involved, develop leadership skills, and make a difference in their community. From the Big Event, the largest student-run service project in the nation, to Aggie Replant, an environmental service organization, there are countless ways for students to give back and connect with others who share their interests. With over 1300 student organizations on campus, there is something for everyone at Baldwin Wallace University. Whether you are interested in joining a fraternity or sorority, participating in student government, or volunteering in the community, there are endless opportunities to get involved and make a difference.

Baldwin Wallace University's Knowlton Center, located at 370 Front Street in Berea, Ohio, is a dynamic institution dedicated to providing students with the tools and resources they need to succeed in the business world. The center offers a wide range of programs and services designed to help students develop their skills and knowledge in various areas of business, including entrepreneurship, finance, marketing, and more. One of the highlights of the center is its partnership with Notre Dame College, offering transfer opportunities for students looking to complete their degree. Additionally, the center hosts a variety of events and guest speakers, such as the upcoming commencement address by innovative business leader Glenn Barrett of OrthoLite.

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.

WestPoint Wealth Management is a leading finance institution located at 66 Front Street in Berea, Ohio, United States. Our dedicated team of financial experts is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, we strive to deliver innovative and tailored financial strategies that meet the unique needs of each individual. Whether you are looking to plan for retirement, invest for the future, or protect your assets, WestPoint Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

On the Mark Tax Service is a trusted accounting and finance institution located at 31 East Bridge Street in Berea, Ohio, United States. With over 20 years of experience in preparing taxes, the team at On the Mark Tax Service understands the importance of listening to their clients and providing expert advice. Specializing in a variety of tax services including business returns, rentals, S-Corp, estate, and non-profit returns, they are dedicated to serving the Berea community. In addition to tax preparation, On the Mark Tax Service also offers advice and planning tools to ensure their clients are well taken care of. They are well-versed in the new residential energy credit available for updating homes and can help clients take advantage of credits for wind, solar, and other purchases.

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.

Carroll George T CPA is a reputable accounting and finance institution located at 1 Berea Commons in Berea, Ohio, United States. With years of experience and expertise, Carroll George T CPA offers a wide range of services to help individuals and businesses manage their financial needs effectively. Whether you need assistance with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and personalized solutions. Trust Carroll George T CPA to help you navigate the complexities of accounting and finance with confidence and peace of mind.

Bonning & Cahill is a reputable accounting and finance institution located at 535 Front Street in Berea, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and reliable solutions has earned them a strong reputation in the community. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Bonning & Cahill is dedicated to helping you achieve your financial goals.

The U.S. Bank Branch located at 98 Front Street in Berea, Ohio is a trusted financial institution offering a wide range of banking services to meet the needs of individuals and businesses. With a focus on customer service and financial expertise, this branch provides convenient access to checking and savings accounts, loans, mortgages, investment options, and more. Whether you're looking to manage your personal finances or grow your business, the U.S. Bank Branch in Berea is dedicated to helping you achieve your financial goals. Visit us today to experience the difference of banking with a reputable institution.