TOP 30 Financial services in Cleveland Heights, Ohio

61 results found

Remington College Cleveland Campus is a premier university located at 14801 Broadway Avenue in Maple Heights, Ohio, United States. Our institution offers a wide range of programs and courses designed to help students achieve their academic and career goals. With a dedicated faculty and staff, state-of-the-art facilities, and a supportive learning environment, Remington College Cleveland Campus is committed to providing students with a high-quality education that prepares them for success in their chosen field. Whether you are looking to earn a degree, advance your career, or develop new skills, our university is the perfect place to start your journey towards a brighter future.

Elevate 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.

Sequoia 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.

Edward 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.

Renaissance Notary Public Services is a trusted institution located at 3668 Stoneleigh Road in Cleveland Heights, Ohio. Specializing in finance, they provide expert notary services to individuals and businesses in the local area. With a commitment to professionalism and accuracy, their knowledgeable staff ensures that all documents are properly notarized in a timely manner. Whether you need a document notarized for a real estate transaction, legal matter, or any other financial need, Renaissance Notary Public Services is here to assist you. Visit their office today for reliable and efficient notary services.

J.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.

PC 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.

Boardwalk 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.

Schwartz 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.

The Exchange is a versatile institution located on Coventry Road in Cleveland Heights, Ohio. This unique establishment offers a variety of services including a book store, electronics store, finance services, movie rental, and general store. Whether you're looking for a new read, the latest gadgets, financial advice, a movie night in, or everyday essentials, The Exchange has you covered. Visit us today for all your shopping needs in one convenient location.

Dr. Andrei Purysko is a renowned doctor specializing in Gastrointestinal and Genitourinary Radiology as well as Oncologic imaging. Located at 18901 Lakeshore Boulevard in Euclid, Ohio, Dr. Purysko is affiliated with the prestigious Cleveland Clinic, with additional locations in Garfield Heights, Avon, and Warrensville Heights. Dr. Purysko completed his medical education in Brazil before pursuing fellowships in Nuclear Radiology, Abdominal Imaging, and Thoracic Imaging at the Cleveland Clinic. With a focus on medical breakthroughs and patient care, Dr. Purysko and his team may collaborate with pharmaceutical or medical device industries to advance research and provide expertise.

Emily Montone - State Farm Insurance Agent is a local insurance agency located at 5564 Wilson Mills Road in Highland Heights, Ohio. As a small business owner in the community, Emily and her team are dedicated to taking care of your insurance and financial needs. With over 40 years of combined insurance and customer service experience, they provide remarkable service while building relationships with their customers. Emily Montone, originally from western PA, fell in love with Cleveland and the surrounding communities when she moved to northeast Ohio in 2016 to open her State Farm agency. With 12 years of experience with State Farm, Emily's favorite part about being an agent is developing personalized relationships with her customers. She and her team are passionate about giving back to the community and educating others on insurance.

Nick Battilana - State Farm Insurance Agent is an insurance agency located at 1440 Rockside Road in Parma, Ohio, United States. The office is situated at the intersection where Rockside Rd & Snow Rd change names, inside the Rockside Medical building. Nick Battilana is your future State Farm Agent, known for his khakis and red polos. As a graduate of Malone University with a BA in Communication, Nick has been a part of State Farm since 2011, offering professional insurance services. The experienced team at Nick Battilana's office is available for in-person, phone, virtual, or online appointments. They specialize in providing discounts and helping customers save on auto insurance, as well as offering bundling insurance options and utilizing technology to lower car insurance costs. In addition to car insurance, they also assist customers with coverage for boats, jet skis, ATVs, and more during the summertime.

Shah Insurance, located at 1917 South Taylor Road in Cleveland Heights, Ohio, is a trusted insurance agency dedicated to helping individuals and families find the perfect health coverage. With a focus on providing comprehensive options tailored to your specific needs, Shah Insurance makes it easy to take control of your health and well-being. Customers have praised Shah Insurance for their excellent customer service and simple, efficient process for finding the right health insurance plan. Whether you're looking for basic coverage or more comprehensive benefits, Shah Insurance Group has a wide range of options to choose from.

Westfield Insurance, located at 1 Park Circle in Westfield Center, Ohio, is a trusted insurance provider with a strong financial track record. For nearly 90 years, Westfield has been rated "A" (Excellent) or higher by A.M. Best, showcasing their commitment to meeting the needs of their customers. With MyWestfield®, customers have access to their insurance information 24/7. In addition to their financial strength, Westfield is dedicated to supporting small businesses in Northeast Ohio. Through a partnership with the Cleveland Cavaliers, Westfield highlights local businesses through their Small Business Spotlight program. Each month, a new business is featured, such as Jonathan Gotschall from Poké Fresh with locations in Cuyahoga Falls and Highland Heights, Ohio.

Westfield Group is an insurance agency located at 6450 Poe-Wyse Connector in Dayton, Ohio, United States. With 89 consecutive years of receiving an "A" (Excellent) rating or higher for financial strength by A.M. Best, Westfield is dedicated to meeting the ongoing needs of its customers. Through MyWestfield®, customers have access to their insurance information 24/7. Westfield also provides information on workers' compensation insurance and the protection it offers. Additionally, Westfield supports small businesses in Northeast Ohio by partnering with the Cleveland Cavaliers to recognize local businesses. Each month, a new Small Business Spotlight winner is featured, such as Jonathan Gotschall from Poké Fresh with locations in Cuyahoga Falls and Highland Heights, Ohio.

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.

Tanya 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.

Dan Ritzenthaler - State Farm Insurance Agent is a trusted insurance agency located at 1450 SOM Center Road in Mayfield Heights, Ohio, United States. With easy access to all east side cities and shopping, our office is conveniently situated in the MAYSOM Building, next to Starbucks. Our team, including Terry, Beth, and Dan, collectively have over 42 years of experience serving individuals, families, and business owners throughout the greater Cleveland area. As proud graduates of John Carroll University, we are dedicated to helping you protect what matters most. Spring is a time for new beginnings, and we are here to assist you in refreshing your insurance coverage and ensuring you have the right protection in place. Whether you need assistance with auto, home, life, or business insurance, we have the expertise to guide you through the process. If you are considering adopting a new pet or seeking out a financial professional, we can provide valuable insights to help you make informed decisions.

Steven 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.

Bonny Bird - State Farm Insurance Agent is an insurance agency located at 5264 Warrensville Center Road in Maple Heights, Ohio, United States. Bonny is dedicated to helping people with all their insurance needs, from homeowners' and auto insurance to life insurance. With a background in operations and talent acquisition, Bonny is passionate about serving the Cleveland community. The agency also includes a team of professionals who provide excellent customer service. Services offered include homeowners insurance, auto insurance, life insurance, renters insurance, and business insurance. Stop by the office or give them a call for all your insurance needs. The agency is committed to providing top-notch service and ensuring the safety and protection of their clients.

Westfield Group is an insurance agency located at 4580 Stephen Circle Northwest in Canton, Ohio, United States. With 89 years of experience, Westfield has consistently received an "A" (Excellent) rating or higher for financial strength from A.M. Best. This demonstrates their ability to meet the ongoing needs of their customers. At Westfield, customers have access to their insurance policies 24/7 through MyWestfield®, allowing for easy management and support. The institution also provides information on how workers' compensation insurance works, what it includes, and who it protects.

Paul A. Hudock, MD is a healthcare institution located at 2001 East Royalton Road in Broadview Heights, Ohio, United States. Dr. Hudock specializes in doctor and health services, with a focus on gynecologic oncology. With extensive medical education and training from reputable institutions such as Cleveland Clinic and Case Western Reserve University School of Medicine, Dr. Hudock is dedicated to providing top-quality care to his patients. Patients have praised Dr. Hudock for his exceptional listening skills, professionalism, kindness, and empathy. Many have been under his care for over two decades, following him to different locations and always feeling confident in the treatment received. Dr. Hudock is known for his thorough explanations, clear communication, and warm bedside manner.

Dr. Monique Katsuki is a healthcare institution located at 6780 Mayfield Road in Mayfield Heights, Ohio, United States. Specializing in obstetrics and gynecology, Dr. Katsuki offers a range of services including pregnancy care, well-woman care, family planning, and menopause management. With a residency at the prestigious Cleveland Clinic and a medical education from the University of South Dakota Sanford School of Medicine, Dr. Katsuki is dedicated to providing high-quality care to her patients. Patients can rest assured that Dr. Katsuki maintains professional and commercial integrity by reviewing collaborations with pharmaceutical and medical device industries. The institution strives to make scientific advances that benefit patient care while disclosing any financial conflicts of interest to ensure transparency.

Mitchell Reider is a health institution located at 6780 Mayfield Road in Mayfield Heights, Ohio, United States. Specializing in doctors and health services, Mitchell Reider offers a range of medical expertise and care. The institution has a strong focus on cancer treatment and eye care, with specific check-in changes at the Hillcrest Cancer Center and Cole Eye entrance. Visitation policies and COVID-19 information are also provided for the safety of patients and staff. Dr. Mitchell Reider completed his residency at Case Western Reserve University Hospitals of Cleveland in OB/GYN and received his medical education at Case Western Reserve University School of Medicine. With a strong educational background and years of experience in the field, Dr. Reider and his team strive to provide the best possible care to their patients.

Angela Byun Robinson is a health institution located at 33100 Cleveland Clinic Boulevard in Avon, Ohio, United States. The institution offers doctor services and focuses on providing quality healthcare to its patients. The institution has multiple locations in Northeast Ohio, including in Strongsville and Mayfield Heights. Angela Byun Robinson has a team of highly qualified professionals who have received education and training from reputable institutions such as Cleveland State University and Duke University Medical Center. The institution values transparency and integrity in its collaborations with the pharmaceutical and medical device industries. Cleveland Clinic physicians and scientists may work with industry partners to develop medical breakthroughs and provide expertise, but measures are in place to minimize bias and ensure that patient care remains the top priority. The institution publicly discloses any financial conflicts of interest to maintain professional and commercial integrity.

Hany 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.

Dr. Natalie Yeaney is a healthcare institution located at 18101 Lorain Avenue in Cleveland, Ohio, United States. Specializing in doctor and health services, Dr. Natalie Yeaney offers top-notch medical care to patients in the area. The institution also has a second location at 6770 Mayfield Road in Mayfield Heights, Ohio. Dr. Natalie Yeaney has an impressive educational background, with a Fellowship from Rainbow, Babies & Children University Hospitals in Neonatal-Perinatal Medicine, a Residency from Rainbow, Babies & Children University Hospitals in Pediatrics, and a Medical Education from Jefferson Medical College of Thomas Jefferson University.

Allison Peluso is a health institution located at 18101 Lorain Avenue in Cleveland, Ohio. They offer a variety of medical services and have additional locations in Mayfield Heights. The institution is known for their expertise in Neonatal-Perinatal Medicine and Pediatrics, with staff trained at respected institutions such as University Hospitals Rainbow Babies and Children's and Baylor College of Medicine. Allison Peluso is committed to providing quality patient care and staying at the forefront of medical advancements. Visitors to Allison Peluso can expect a welcoming environment and knowledgeable staff who prioritize patient well-being. The institution also collaborates with pharmaceutical and medical device industries to further medical research and innovation. Transparency is a key value at Allison Peluso, with public disclosures of any financial conflicts of interest to ensure professional integrity. Patients can trust that their care at Allison Peluso is backed by a commitment to excellence and ethical practices.

Paper Trail Co. - Mobile Notary Solutions is a reputable finance institution located at 2000 Lee Road in Cleveland Heights, Ohio, United States. Specializing in providing mobile notary services, they offer convenient and reliable solutions for all your notarization needs. With a team of experienced professionals, Paper Trail Co. ensures that your important documents are properly authenticated and legally binding. Whether you need notary services for real estate transactions, legal documents, or other financial matters, Paper Trail Co. is dedicated to providing efficient and secure services to meet your needs. Contact them today to schedule an appointment and experience the convenience of their mobile notary solutions.