TOP 30 Financial security services in Middleburg Heights, Ohio

9 results found

The 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.

Toth-Felty Insurance Agency, located at 7055 Engle Road in Middleburg Heights, Ohio, is a trusted insurance agency serving clients across Northeast Ohio since 1971. Specializing in providing the best protection for your home, auto, life, business, health, and farm, our dedicated team of insurance specialists are committed to helping you find the right coverage tailored to your individual needs and lifestyle. With a focus on building strong relationships with our clients, we strive to be the agency you can trust for all your insurance needs. From securing your business against theft and accidents to safeguarding your family's financial future, we are here to guide you in the right direction.

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.

Kimberly 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.

Lane Washington - State Farm Insurance Agent is a trusted insurance agency located at 7017 Pearl Road in Middleburg Heights, Ohio. With a focus on providing personalized insurance solutions to meet the needs of individuals and families, Lane Washington offers a wide range of insurance products including auto, home, life, and health insurance. Their experienced team of agents is dedicated to helping clients find the right coverage at the best rates. Whether you are looking to protect your assets or secure your family's financial future, Lane Washington - State Farm Insurance Agent is committed to providing exceptional service and peace of mind.

Fourth 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.

Dawn 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.

West 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.

RTK & 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.