Importance of estate planning in Ohio
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Modern Woodmen of America
● OpenModern Woodmen of America, located in Oak Hill, Ohio, is a finance and insurance agency that has been serving communities since 1883. With a portfolio of high-quality financial products, they help individuals and families meet their current needs, achieve their future dreams, and plan for all stages of life. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to make a positive impact in your community. Their dedicated representatives are knowledgeable and experienced, ready to help you make the right financial decisions. Whether you are looking to protect your family, support causes important to you, or meet your savings goals, Modern Woodmen is there to help. Join this fraternal financial services organization and become part of something bigger than yourself.
14102 OH-279, Oak Hill, OH 45656, United States -
Paladin Retirement Planning, Inc.
● OpenPaladin Retirement Planning, Inc. is a finance institution located at 7850 Five Mile Road, Cincinnati, Ohio, United States. With over 25 years of experience, Paladin Retirement Planning focuses on making financial planning clear and personalized for each client. President Brion T. Walters, a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Property Casualty Underwriter, leads the team in providing expert guidance on investments, retirement income, estates, and insurance. As a registered Fiduciary, Paladin Retirement Planning always prioritizes the best interests of their clients. When you collaborate with Paladin Retirement Planning, the team will work with you to understand your financial goals and unique situation, create a customized plan tailored to your comfort with risk, and regularly review and adjust the plan to ensure the security of your financial future. Unlike large investment firms, Paladin Retirement Planning offers personalized strategies to minimize market corrections while maximizing market upturns.
7850 Five Mile Rd, Cincinnati, OH 45230, United States -
Culpepper Law, LLC, Estate Planning and Administration
● OpenCulpepper Law, LLC is a trusted estate planning and administration firm located at 2955 Exchange Place Boulevard in Miamisburg, Ohio. Our team of experienced lawyers specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. From wills and trusts to probate and estate administration, we provide personalized and compassionate legal services to guide our clients through the complexities of estate planning. Contact us today to schedule a consultation and secure your family's future.
2955 Exchange Pl Blvd Ste.104, Miamisburg, OH 45342, United States -
Easter Seals of Mahoning, Trumbull, and Columbiana Counties
● OpenEaster Seals of Mahoning, Trumbull, and Columbiana Counties is dedicated to providing exceptional services to children and adults of all abilities, enabling them to live, learn, work, and play within their communities. Located at 299 Edwards Street in Youngstown, Ohio, this organization offers a comprehensive range of health and physiotherapy services designed to meet the diverse needs of individuals with disabilities and special needs. Community Involvement:
299 Edwards St, Youngstown, OH 44502, United States -
The Law Office of H. Gilson Blair
● OpenWhen you need an attorney, the options can be overwhelming, making it crucial to hire the right legal expert for your case. At The Law Office of H. Gilson Blair, we specialize in providing top-notch legal services for auto accidents, personal injury, probate, will creation, and estate planning. Our firm, located conveniently in Warren, Ohio, stands out for its commitment to client accessibility and personalized service.
154 N Park Ave, Warren, OH 44481, United States -
Innovative Retirement Planning
● OpenAt Innovative Retirement Planning, we believe your financial strategy should be as extraordinary as your dreams. Located in the heart of Canfield, OH, we are dedicated to building meaningful connections that are as strong as our financial plans.
550 E Main St suite 3, Canfield, OH 44406, United States -
Austin Long - The Haus Group - Cincinnati Real Estate Listing Agent
● OpenWelcome to Austin Long - The Haus Group, your premier Cincinnati Real Estate Listing Agent! Located at 3505 Columbia Parkway, Cincinnati, Ohio 45226, we specialize in providing a seamless and stress-free home selling experience. As a dedicated real estate agency, we are committed to helping you sell your house faster and for more money in the Cincinnati market. What Sets Us Apart: Selling a home can be daunting, but with The Haus Group, you’re in expert hands. Our team of seasoned real estate professionals is here to guide you through every step of the process, from determining your home's value to staging and finding the right buyer. We prioritize your needs, ensuring that you get the best offer while saving time and money.
3505 Columbia Parkway, Cincinnati, Ohio 45226, United States -
Bank of America Private Client Advisor Jennifer Sherwood
● OpenWelcome to Bank of America Private Client Advisor Jennifer Sherwood's office, located at 312 Walnut Street, Cincinnati, Ohio. As a Senior Vice President and Institutional Client Advisor with Bank of America Private Bank, Jennifer Sherwood brings over two decades of private banking experience to her role. She is dedicated to delivering personalized financial guidance to individuals, families, nonprofit organizations, and endowments, helping them achieve their personal and professional missions. Jennifer specializes in working with business owners, entrepreneurs, senior executives, and their families, offering expert advice on investing, trust and estate planning, lending, wealth structuring, and business succession. Her empathetic and discreet approach makes her a trusted confidante, especially during significant life transitions like the passing of a loved one or divorce.
312 Walnut Street, Cincinnati, Ohio 45202, United States -
Lisa McCroskey-Zigri Notary
● OpenLisa McCroskey-Zigri Notary is a trusted finance and insurance agency located at 324 Monroe Street in Conneaut, Ohio, United States. With years of experience and a commitment to professionalism, Lisa McCroskey-Zigri Notary offers a wide range of services to meet the needs of individuals and businesses alike. Whether you require assistance with notarizing important documents or navigating the complexities of insurance policies, you can rely on Lisa McCroskey-Zigri Notary to provide expert guidance and personalized solutions. Visit us today to experience top-notch service and peace of mind.
324 Monroe St, Conneaut, OH 44030, United States -
Shelli's Notary
● OpenShelli's Notary is a trusted financial institution located at 76 Clifton Drive in Youngstown, Ohio. As a reputable notary service, we specialize in providing official document verification and certification services to individuals and businesses in the local community. Our experienced team is dedicated to ensuring that all legal documents are accurately processed and authenticated in a timely manner. Whether you need to notarize contracts, deeds, wills, or other important paperwork, Shelli's Notary is here to help. Visit us today to experience our professional and reliable services.
76 Clifton Dr, Youngstown, OH 44512, United States -
Ashtabula County Bar Association
● OpenThe Ashtabula County Bar Association is a professional organization dedicated to serving the legal community in Ashtabula County, Ohio. Located at 77 North Chestnut Street in Jefferson, the association provides support and resources for local attorneys, judges, and legal professionals. With a focus on promoting excellence in the practice of law and upholding the highest ethical standards, the Ashtabula County Bar Association plays a vital role in fostering a strong and vibrant legal community in the region.
77 N Chestnut St, Jefferson, OH 44047, United States -
Johnson & Johnson Law Office
● ClosedJohnson & Johnson Law Office, located at 12 West Main Street in Canfield, Ohio, has been a trusted source of legal advice for Ohio residents and businesses for over a century. Specializing in wills & trusts, business formation, contracts, powers of attorney, oil and gas law, and family law, our highly skilled attorneys offer quality legal services to a diverse clientele. With extensive experience across various industries, our attorneys bring deep industry knowledge and expert perspectives to each case. In light of the Covid-19 pandemic, we understand the importance of adapting to the changing business landscape and are committed to helping our clients navigate these challenging times.
12 W Main St, Canfield, OH 44406, United States -
John Cucarese
● OpenJohn Cucarese Financial Services, located at 3911 Sunset Boulevard in Steubenville, Ohio, provides expert financial guidance to help individuals prepare for a secure and satisfying retirement. With a focus on simplifying the complexities of retirement planning, John Cucarese and his team at New York Life are dedicated to serving professional advisors and clients in Steubenville, OH, Pittsburgh, PA, and beyond. Navigating the emotional and complex transition into retirement can be overwhelming, but John Cucarese is here to help. By listening to your specific concerns, goals, and vision for retirement, the team at John Cucarese Financial Services provides personalized solutions to address your unique needs. From income planning and tax considerations to Social Security and Medicare decisions, they assist clients in making informed decisions with confidence.
3911 Sunset Blvd #1, Steubenville, OH 43952, United States -
Philip Bova - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhilip Bova - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 965 Windham Court, Youngstown, Ohio, United States. Philip Bova offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, retirement, making smart investments, or any other financial need. The institution provides solutions for insurance coverage to protect clients and their loved ones from unexpected events. Clients can schedule a complimentary initial consultation to discuss their financial planning needs. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Philip Bova is a registered advisor with FINRA and can conduct securities business with residents of certain states. The institution emphasizes the importance of preparing for the unexpected and aims to help clients achieve their financial goals.
965 Windham Ct Ste 5, Youngstown, OH 44512, United States -
Jeffrey M Dinard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey M Dinard is a financial advisor at Ameriprise Financial Services, LLC, located at 7010 South Avenue in Youngstown, Ohio, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Jeffrey takes the time to understand what is truly important to you, whether it's saving for college, planning for retirement, or making smart investments. His personalized financial advice can help you prepare for both expected and unexpected life events, allowing you to feel more confident and in control of your financial future. Jeffrey is registered to conduct securities business with residents of certain states, and you can find more information about his background and qualifications on FINRA's BrokerCheck website. As a client of Ameriprise Financial Services, LLC, you can expect a comprehensive overview of financial planning concepts during your initial consultation. While Ameriprise Financial cannot guarantee future results, Jeffrey is committed to helping you achieve your financial goals.
7010 South Ave Ste 1A, Youngstown, OH 44512, United States -
Edward Jones - Financial Advisor: Jared Lowry
● OpenEdward Jones - Financial Advisor: Jared Lowry is a reputable finance institution located at State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice and guidance, Jared Lowry and his team at Edward Jones strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for a major purchase, Edward Jones - Financial Advisor: Jared Lowry can provide the expertise and support you need to make informed decisions. Visit their office today to learn more about their services and how they can help you reach your financial objectives.
State Rte 5, Cortland, OH 44410, United States -
Safe Retirement Solutions LLC
● OpenSafe Retirement Solutions LLC, located at 103 Columbiana Plaza in Columbiana, Ohio, is dedicated to helping clients protect and grow their retirement savings. With a focus on keeping your money safe and secure, we offer strategies for ensuring a comfortable and worry-free retirement. Our founder, Shelly, has over 30 years of experience in guiding retirees towards smart financial decisions. We understand the importance of safeguarding your principal and ensuring a reliable income stream during retirement. Our goal is to provide you with options that you may not have considered before, such as products offered by insurance companies that can offer peace of mind and financial stability. We believe in simplifying the complexities of retirement planning and putting you in control of your financial future.
103 Columbiana Plz, Columbiana, OH 44408, United States -
G & H Financial Group
● OpenG & H Financial Group, located at 6633 Frank Avenue Northwest in North Canton, Ohio, is a finance institution that understands the uniqueness of each individual's financial journey. Our team takes the time to learn about your specific financial circumstances and goals, in order to create a customized financial plan that aligns with your objectives. At G & H Financial Group, we believe in working together with our clients to develop a detailed financial strategy that helps you achieve your goals. We never pressure you into a plan that you are not comfortable with, and our success is measured by your success. Our initial consultations are complimentary, with no obligation.
6633 Frank Ave NW, North Canton, OH 44720, United States -
Forest Green Financial & Insurance Solutions LLC
● OpenForest Green Financial & Insurance Solutions LLC is an insurance agency located at 2021 Sunset Boulevard in Steubenville, Ohio. We specialize in providing the best insurance policies for residents in the Steubenville area. Our trusted agent, David LaRue, is certified in long-term care and has over a decade of experience in elder care and law. We offer a variety of insurance options, including long-term care, short-term care, critical illness, life insurance, and annuities. At Forest Green Financial & Insurance Solutions LLC, we understand the importance of protecting your assets and loved ones. We work closely with our clients to find the right insurance coverage that suits their needs. Whether you are looking for coverage for long-term care, Medicaid-compliant annuities, or life insurance, we have the solutions you need.
2021 Sunset Blvd, Steubenville, OH 43952, United States -
Yaz Mobile Notary
● OpenYaz Mobile Notary is a trusted mobile notary service located at 123 Anywhere in Columbus, Ohio, United States. Specializing in finance-related documents, we provide convenient and reliable notary services at a location of your choice. Our team is dedicated to ensuring that your important financial documents are properly notarized with efficiency and professionalism. Contact us today to schedule an appointment and experience the convenience of our mobile notary services.
123 Anywhere, Columbus, OH 43230, United States -
Roth Blair Robert Strasfeld
● OpenRoth Blair Robert Strasfeld, located at 11 South Main Street in Columbiana, Ohio, is a prestigious law firm with nearly 100 years of experience. Serving individuals, families, and businesses in Mahoning, Columbiana, and Trumbull Counties, as well as Western Pennsylvania, their team of experienced lawyers offers a multi-disciplinary approach to achieve the best outcomes for their clients. Specializing in areas such as wealth transfer planning, estate administration, business succession planning, and asset protection, Roth Blair also provides legal services in litigation, contracts, mergers and acquisitions, family law, employment law, intellectual property, real estate, and more. Their dedicated attorneys, including Thomas James Lodge, Stuart Strasfeld, and James E. "Ted" Roberts, emphasize the importance of their team approach and the benefits of legal wellness for their clients.
11 S Main St, Columbiana, OH 44408, United States -
McBane Insurance and Financial Services
● OpenMcBane Insurance and Financial Services is an insurance agency located at 262 2nd Street in Bergholz, Ohio, United States. With a focus on maximizing protection and investing in the future, we strive to meet the personal needs of our clients and protect what is important to them. Since 1900, we have been providing insurance and financial solutions to individuals, families, and businesses, believing in doing business the old fashioned way. Our experienced team of dedicated insurance professionals is committed to providing the advice, services, and expertise needed to ensure our clients are properly covered. Whether it's coverage for your boat, motorcycle, camper, ATV, or other recreational vehicles, we have you covered. When life happens, you can have confidence in our team to handle your insurance needs with care and efficiency.
262 2nd St, Bergholz, OH 43908, United States -
McBane Insurance & Financial Services
● OpenMcBane Insurance & Financial Services is an insurance agency located at 1115 Canton Road Northwest in Carrollton, Ohio, United States. With a focus on maximizing protection and investing in the future, we strive to meet the personal needs of individuals, families, and businesses. Since 1900, we have been providing insurance and financial solutions in the old-fashioned way, prioritizing personalized service and expert advice. Our experienced team of insurance professionals is dedicated to helping you find the right coverage for your boat, motorcycle, camper, ATV, and other important assets. With a focus on education and expertise, our team is committed to offering solutions that protect your lifestyle and passions. Trust us to handle your insurance needs while you focus on what matters most.
1115 Canton Rd NW b, Carrollton, OH 44615, United States -
Heritage Finance - Bexley
● OpenHeritage Finance - Bexley is a trusted financial institution located at 2342 East Main Street in Bexley, Ohio, United States. We provide a wide range of financial services to our clients, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to purchase a new home, start a business, or plan for retirement, Heritage Finance - Bexley is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
2342 E Main St #102, Bexley, OH 43209, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 294 Front Street in Marietta, Ohio, United States, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management knowledge. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities they serve. Merrill Lynch Wealth Management offers a range of resources, technology, and expertise to help clients pursue their financial and life goals. Financial advisors at Merrill are dedicated to providing individually customized investment approaches and wealth management advice. They offer training, mentoring, and technology to help advisors assist clients in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks.
294 Front St, Marietta, OH 45750, United States -
Bankers Life
● OpenBankers Life, located at 25101 Chagrin Boulevard in Beachwood, Ohio, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional positions. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and career opportunities can set you up for success. Join us at Bankers Life and achieve more!
25101 Chagrin Blvd Ste 170, Beachwood, OH 44122, United States -
Vivian C Cosio, Financial Professional - New York Life
● OpenVivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.
11855 Tennyson Dr, Cincinnati, OH 45241, United States -
Cameron Miller, Bankers Life Agent
● OpenCameron Miller, Bankers Life Agent is an insurance agency located at 9050 Centre Pointe Drive in Ohio, United States. Our experienced agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate their Medicare options, including Medicare Advantage plans that provide comprehensive coverage with the option for prescription drug coverage. Our goal is to help you find the right plan to meet your individual needs.
9050 Centre Pointe Dr # 260, West Chester Township, OH 45069, United States -
Beyond Wealth Advisors - Ameriprise Financial Services, LLC
● OpenBeyond Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 133 North Court Street in Ottawa, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in select U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and support. Clients can visit our website for important disclosures, rules, and regulations, as well as information on privacy and security. As a member of FINRA and SIPC, we strive to help friends and family members of our clients reach their financial aspirations. We look forward to connecting with your referrals and assisting them in their financial journey.
133 N Ct St Ste 208B, Ottawa, OH 45875, United States -
Schroeder Blankemeyer and Clinton LLC
● ClosedSchroeder, Blankemeyer and Clinton LLC is a well-established law firm located at 315 East Main Street in Ottawa, Ohio, United States. With decades of experience in handling legal issues that are important to individuals and families, our firm specializes in estate planning, wills, trusts, elder law, Medicaid planning, estate administration, trust administration, and real estate matters. Our team of attorneys takes a personalized approach to each case, treating clients as neighbors and taking the time to truly understand their needs and concerns. We have been serving the Ottawa community since 1954, building long-lasting relationships with families over multiple generations.
315 E Main St, Ottawa, OH 45875, United States
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