Independent financial planning in Marion, Ohio

Alluvial Private Wealth in Marion, Ohio, is a finance institution that is expanding with the opening of a new office in Northeast Ohio/Cleveland. Led by Randy Bliss, CFP®, our team of specialists is committed to serving individuals, high-net-worth families, businesses, and non-profit organizations. We offer services such as retirement planning, investment management, and special needs planning. With decades of experience and a focus on personalized service, we strive to help our clients achieve financial success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are dedicated to providing top-notch financial planning services. Visit us at 107 North Main Street to meet our team and learn more about how we can assist you with your financial goals.

LPL Financial is a finance institution located at 1714 Marion-Waldo Road in Marion, Ohio, United States. They offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, LPL Financial provides personalized investment strategies and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, LPL Financial can help you navigate the complexities of the financial world.

Eric Esposito, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 255 Executive Drive in Marion, Ohio, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Eric Esposito has the expertise to assist clients with asset management, retirement planning, estate planning, investment strategies, and more. Additionally, Eric Esposito is a Certified Divorce Financial Analyst, providing specialized financial advice for those going through divorce. With a dedication to professionalism and ethical standards, Eric Esposito is committed to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Amy M Fredritz is a trusted finance institution located at 352 McMahan Boulevard in Marion, Ohio, United States. Amy M Fredritz is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Amy M Fredritz can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Amy M Fredritz is the go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Dan Goodlin is a trusted institution located at 1623 Marion-Mt Gilead Road in Marion, Ohio. As a finance institution, they offer expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, Dan Goodlin and his team strive to provide clients with the guidance and support they need to secure their financial future. Whether you are looking to invest, plan for retirement, or save for a major life event, Edward Jones - Financial Advisor: Dan Goodlin is dedicated to helping you make informed decisions and build a solid financial foundation.

Lehman Capital Management Group - Ameriprise Financial Services, LLC, located at 255 Executive Drive in Marion, Ohio, is a finance institution dedicated to empowering clients to achieve financial success. With a focus on individual goals such as retirement, education, and major purchases, the institution provides investment, asset allocation, and portfolio recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Backed by the Ameriprise Investment Research Group, advisors carefully monitor market conditions and provide guidance as needed. Ameriprise financial advisors are registered in specific U.S. states. The institution offers complimentary initial consultations to discuss financial planning concepts. While future financial results cannot be guaranteed, Ameriprise Financial is committed to helping clients reach their goals. Users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with online security guarantees and protection against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcomed, and the institution will reach out to referred individuals to help them achieve their financial goals.

Thomas Kenney is a Financial Advisor at Ameriprise Financial Services, LLC located at 255 Executive Drive in Marion, Ohio, United States. Thomas has a variety of 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 Thomas's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and insurance products. With his extensive knowledge and commitment to ethical standards, Thomas is dedicated to providing high-quality financial advice and services to his clients.

Elevate Insurance LLC is a reputable finance, health, and insurance agency located at 821 Marion Pike in Coal Grove, Ohio, United States. Our experienced team is dedicated to providing top-notch insurance solutions to meet the needs of individuals and businesses alike. Whether you're looking for health insurance, life insurance, or any other type of coverage, we are here to help you navigate the complex world of insurance and find the perfect policy for your specific needs. Trust Elevate Insurance LLC to elevate your insurance experience to new heights.

3D Private Wealth Advisors is a finance institution located at 165 West Center Street, Marion, Ohio, United States. At 3D Private Wealth Advisors, we understand that your financial needs and goals are unique to you. Our family team of advisors is dedicated to helping investors thrive and succeed by providing a flexible and customizable planning approach. Use our financial calculators to assess where you stand in your investment plans. Please note that our services are available only to residents of specific states. Securities-related services may not be provided to individuals residing outside of the listed states. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a privately owned website. Wells Fargo Advisors does not endorse any third-party products or services, so we recommend reviewing their policies and terms and conditions before proceeding.

Welcome to Smith Insurance Agency, LLC, your trusted partner in navigating the world of insurance. Conveniently located at 419 Marion Pike, Coal Grove, Ohio, we are committed to providing personalized and comprehensive insurance solutions to meet the diverse needs of our community. As a locally owned and operated agency, we pride ourselves on delivering exceptional service with a personal touch. Our experienced team of professionals is dedicated to helping you find the right coverage for your home, auto, business, and life insurance needs. At Smith Insurance Agency, LLC, we understand that every client is unique, and we work diligently to tailor our services to fit your individual circumstances. Whether you're seeking to protect your family, assets, or business, you can trust us to guide you through the process with expertise and care. Visit us today and discover why so many in Coal Grove and the surrounding areas choose Smith Insurance Agency, LLC for their insurance needs.