Income planning in Cleveland Heights, Ohio

Dr. Kim L. Stearns, MD, is a highly esteemed Board Certified Orthopedic Surgeon specializing in Sports Medicine and Adult Reconstruction. Located at 2709 Franklin Blvd, Cleveland, OH, Dr. Stearns has been a dedicated practitioner with the Cleveland Clinic since 2006. He is renowned for his expertise in joint replacement of the hip and knee, reconstructive surgery of the knee, and arthroscopic surgery of the knee and shoulder. Professional Background:

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.

H.W. Spivey & Associates LLC is a finance institution located at 3590 Fenley Road in Cleveland Heights, Ohio, United States. Specializing in complex tax preparation for both individuals and businesses, our team of tax professionals ensures that your taxes are done right, giving you peace of mind. With a focus on providing the best solutions for your business, H.W. Spivey & Associates LLC is dedicated to helping you navigate the complexities of the tax system.

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.

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.