The 30 Best Financial wellness in Independence, Ohio

The Land Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 30100 Chagrin Boulevard, Pepper Pike, Ohio, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. They offer complimentary initial consultations to discuss retirement planning and other financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Clients can explore important retirement income issues through the Retirement InteractiveSM tool. The institution values referrals and strives to help friends and family achieve their financial goals. Clients agree to adhere to the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Pharos Financial Advisors is a finance institution located at 29425 Chagrin Boulevard, Beachwood, Ohio, United States. Our team has extensive knowledge in investment planning to help you achieve your financial goals. We are registered to provide securities-related services in multiple states, and offer investment products through Wells Fargo Advisors Financial Network, LLC. Please note that insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Additionally, we want to remind you that any opinions or actions taken on Social Media are those of third parties and may not reflect the views of our firm. If you choose to visit a third-party website linked from our page, please review their policies and terms and conditions. Contact us to learn more about how our qualifications can benefit your investment strategy.

Lynne Peters - Financial Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest, Canton, Ohio, United States, is a reputable institution specializing in finance. Lynne Peters holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lynne Peters' expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. With a commitment to ethics and ongoing education, Lynne Peters is dedicated to providing high-quality financial advice and services to clients.

Wells Fargo Advisors is a financial institution located at 4601 Fulton Drive Northwest in Canton, Ohio. As a branch of the well-known Wells Fargo brand, Wells Fargo Advisors offers a range of financial services and investment options to help clients achieve their financial goals. With a team of knowledgeable financial advisors, Wells Fargo Advisors provides personalized guidance and support to clients looking to grow their wealth and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the long term, Wells Fargo Advisors can help you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Doug Kline is a reputable finance institution located at 4501 Hills and Dales Road Northwest in Canton, Ohio, United States. As a trusted financial advisor, Doug Kline provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term financial security, Doug Kline offers expert advice on investments, retirement planning, and wealth management. Clients can expect professional guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Doug Kline is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Brittany L Caldwell is a trusted financial institution located at 1325 South Main Street in North Canton, Ohio. As a dedicated financial advisor, Brittany L Caldwell provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Brittany L Caldwell is committed to providing professional guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brittany L Caldwell is the go-to destination for all your financial needs in North Canton.

Edward Jones - Financial Advisor: Mike Lahiff is a trusted financial institution located at 9200 Staples Drive in Streetsboro, Ohio. With a focus on personalized service and tailored financial solutions, Mike Lahiff and his team strive to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to providing expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure a strong financial future.

Stone Financial Network, Inc. is a comprehensive financial institution located at 1655 West Market Street in Akron, Ohio, United States. Specializing in accounting, finance, health, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment planning, health insurance coverage, or risk management, Stone Financial Network, Inc. is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Nathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients. Certifications and Expertise:

Jason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.

Financial Wellness Partners is a trusted name in the financial and insurance sectors, offering comprehensive advisory services to help you navigate the complexities of financial planning and retirement. Conveniently located in Beachwood, Ohio, our team is dedicated to providing personalized financial solutions tailored to meet your individual and business needs.Our Services:We specialize in Securities and Retirement Plan Consulting, offering advisory services through LPL Financial, a Registered Investment Advisor and Member of FINRA / SIPC. Additionally, we provide other advisory services through Stratos Wealth Partners, Ltd., ensuring a broad spectrum of financial planning and wealth management solutions.Collaborative Approach:At Financial Wellness Partners, we believe in a collaborative approach to financial wellness. While we offer expert guidance, we recognize the importance of your role in the decision-making process. Our services are designed to empower you with the knowledge and tools needed to make informed choices about your financial future.Independence and Integrity:We operate as separate entities from LPL Financial, Stratos Wealth Partners, and Smooth 401k, ensuring that our advice remains unbiased and in your best interest. Our commitment to integrity means that we do not provide specific recommendations regarding third-party service providers, emphasizing the importance of your discretion in selecting the right partners for your plans.Why Choose Us:- Expertise: Our team of experienced advisors is well-versed in the nuances of financial planning and retirement consulting. - Personalization: We tailor our services to meet your unique financial goals and circumstances. - Trust: As members of FINRA / SIPC, we adhere to the highest standards of financial industry practices.

Frazier Financial Advisors, LLC is a reputable financial advisory firm located at 1690 W Lane Ave Suite 280, Columbus, OH 43221, United States. Specializing in comprehensive financial planning and investment management, Frazier Financial Advisors is dedicated to helping individuals, families, and businesses achieve their financial goals. The firm offers personalized services tailored to each client's unique needs, including retirement planning, tax strategies, estate planning, and risk management. With a team of experienced and knowledgeable advisors, Frazier Financial Advisors prides itself on delivering high-quality, client-focused financial solutions. Whether you're looking to grow your wealth, secure your financial future, or navigate complex financial situations, Frazier Financial Advisors, LLC is your trusted partner in finance.

Located in Canfield, Ohio, Nathan Roman serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a wealth of certifications and specialized expertise, Nathan Roman offers comprehensive financial planning and wealth management services tailored to the unique needs of individuals, retirees, small business owners, and families.

Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.

Welcome to Audrey Koob: Primerica - Financial Services, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 9918 Carver Road, Cincinnati, Ohio, we are committed to empowering individuals and families with the knowledge and tools necessary to achieve financial security and independence. At Audrey Koob: Primerica, we specialize in a comprehensive range of financial services tailored to meet your unique needs. Whether you're planning for retirement, looking to secure life insurance, or seeking investment opportunities, our experienced team is here to guide you every step of the way. We pride ourselves on offering personalized solutions and expert advice to help you make informed decisions about your financial future.

SeibertKeck Insurance Partners | Joslin-Landis is a trusted insurance agency located at 237 Broad Street in Conneaut, Ohio, United States. Since 1996, Joslin-Landis has been serving the residents of Ashtabula County and Northwest Pennsylvania with top-notch products and customer service. With relationships with several insurance companies, they are able to provide customers with the right price and service tailored to their individual needs. Whether you have a perfect insurance history or not, they will find the best coverage with the best company at the best price for you. As an independent insurance agent, they offer personalized service and the right coverage to meet your needs. With over 100 years of history, SeibertKeck Insurance Partners is dedicated to serving the surrounding Ohio regions with hard-working professionals.

Denison University, located at 100 West College Street in Granville, Ohio, is a prestigious liberal arts institution dedicated to inspiring and educating students to become independent thinkers, ethical decision-makers, and engaged members of society. With a focus on developing the whole person, Denison offers a diverse and inclusive community where students can explore their passions and make a positive impact. Whether you're interested in the arts, sciences, or humanities, Denison provides a well-rounded education that prepares students for success in a rapidly changing world. Come see how Denison can help you reach your full potential and make lifelong connections with like-minded individuals. Contact us at 1-740-587-0810 to learn more about our programs and campus life.

Citizen Advisory Group is a finance and insurance agency located at 770 Commerce Drive in Perrysburg, Ohio. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and guidance. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Cardinal Wealth Management is a leading financial institution located at 626 North 4th Street in Steubenville, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a comprehensive range of services to help clients build and protect their wealth. At Cardinal Wealth Management, we prioritize our clients' financial well-being and strive to provide them with the guidance and support they need to secure their financial future.

Brian McCarty - Thrivent is a financial institution located at 46 South Main Street in Poland, Ohio, United States. They are licensed in multiple states including AZ, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Stephanie McCarty - Thrivent is a finance institution located at 46 South Main Street, Poland, Ohio, United States. They are licensed in multiple states including AZ, CO, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.

Hovanic Wealth Solutions is a finance institution located at 8009 East Market Street in Warren, Ohio, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to provide personalized solutions tailored to your specific needs. Trust Hovanic Wealth Solutions to guide you towards financial success.

HealthMarkets Insurance - Serena Heckathorn is a trusted health insurance agency located at 4169 Sunset Boulevard in Steubenville, Ohio. Serena Heckathorn and her team are dedicated to helping individuals and families find the best health insurance coverage to meet their needs. With a wide range of options from leading insurance companies, they strive to provide personalized service and guidance to ensure each client gets the right policy at the right price. Whether you are looking for individual, family, or Medicare coverage, HealthMarkets Insurance - Serena Heckathorn is here to help you navigate the complex world of health insurance. Contact them today to start protecting your health and financial well-being.

W&S Financial Group, located at 410 East 4th Street in Cincinnati, Ohio, is a finance institution that draws on expertise and experience to help deliver financial solutions. As a part of the Western & Southern Financial Group, one of the strongest life insurance groups in the world, W&S Financial Group Distributors offers stability and a formidable foundation for its clients. With a history of over 130 years, the company has demonstrated resilience in fulfilling its commitment to its customers. Western & Southern Life Insurance Company operates in DC and all states except AK, ME, MA, and NY, while Western-Southern Life Assurance Company operates in DC and all states except NY. The company offers a range of products and services, including annuities and retirement planning solutions. With highly rated by independent rating agencies and a strong capital to asset ratio, W&S Financial Group is well-equipped to support its clients' financial needs.

Schwendeman Agency Inc. is a reputable finance, health, and insurance agency located at 109 Putnam Street in Marietta, Ohio, United States. Serving clients in Ohio, West Virginia, and beyond, Schwendeman Agency Inc. is a third-generation, independent agency dedicated to meeting the insurance, planning, and financial service needs of businesses and individuals. With a wide range of coverage options including business insurance, employee benefit programs, financial services, and personal insurance planning, Schwendeman Agency Inc. is committed to building strong relationships with clients to ensure their needs are met. Whether you are looking for a quote, have questions, or want to compare your current coverage, our team is here to help.

Simmons & Simmons Insurance is a well-established insurance agency located at 323 2nd Street in Marietta, Ohio, United States. We take pride in providing insurance and financial products to residents and businesses in our region, with five convenient locations in Ohio. Our commitment to building strong relationships with our customers is reflected in our practical solutions and excellent service. At Simmons & Simmons Insurance, we offer a wide range of personal insurance, business insurance, and industry-specific insurance solutions to ensure that you can protect what matters most to you. As an independent insurance agency, we stand out by providing personalized attention and tailored coverage options to meet your unique needs.

Dietz, Futrell & Walters Insurance Inc. is a trusted health and insurance agency located at 324 4th Street in Marietta, Ohio, United States. Since 1948, our locally owned and operated independent agency has provided dependable insurance and financial solutions to individuals and businesses in Ohio and West Virginia. Our experienced team of professionals specializes in a variety of insurance and financial products to meet your unique needs. We believe in building relationships with our clients to ensure they have the protection they deserve. With two locations in Southeastern Ohio, we are able to serve clients throughout both states. Our agency offers coverage and risk management solutions for companies of all sizes, as well as financial planning services to help you secure your future. We also provide advice on valuable possessions, medical expenses coverage, additional living expenses, and more. Trust Dietz, Futrell & Walters Insurance Inc. to protect what matters most to you.

BIG Agency, also known as Buechner Insurance Group, has been providing insurance services to families and businesses in Ohio and Kentucky since 1999. Located at 1278 Woodville Pike in Milford, Ohio, BIG Agency serves the Milford, Miami Township, Loveland, and Greater Cincinnati areas. As an independent insurance agency, BIG Agency works with multiple insurance companies to find the best coverage at the best rates for their clients. Specializing in home insurance, auto insurance, classic car insurance, life insurance, contractor insurance, garage repair shop insurance, and restaurant insurance, they offer one-stop shopping for all insurance needs.

Jackson Vinton Community Action Inc. is a health institution located at 3523 Fairgreens Road in Jackson, Ohio, United States. Their mission is to eliminate the hardships of poverty, empower individuals, and promote independence. They provide services to residents of Jackson and Vinton counties. Visit their Facebook page for more information.

Arbors at Woodsfield is a premier health institution located at 37930 Airport Road in Woodsfield, Ohio. Our facility offers top-quality healthcare services in a warm and inviting environment. Our dedicated team of professionals provides personalized care and support to help our residents achieve their health goals. At Arbors at Woodsfield, we prioritize the well-being and comfort of our patients, ensuring they receive the highest level of care possible. Visit us today and experience the exceptional care we provide at Arbors at Woodsfield.