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TOP 30 Independent insurance firm in Ohio
23 results found
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Governor Insurance Agency, A Division of World
Governor Insurance Agency, a Division of World, is a reputable insurance agency located at 4610 Market Street in Youngstown, Ohio, United States. With a history dating back to 1947, Governor Insurance Agency is now part of World Insurance Associates and is licensed in 48 states across the country. Specializing in providing insurance coverage for individuals, families, and businesses, Governor Insurance Agency offers a range of services to meet the unique needs of their clients. One of the key areas of expertise for Governor Insurance Agency is in designing and creating specialty coverages for the Pet Services Industry. Since 1986, they have been developing specialized insurance packages tailored to the needs of businesses in this industry. With a wealth of experience, thousands of satisfied clients, and strong relationships within the pet industry, Governor Insurance Agency is dedicated to protecting businesses while also helping to educate and grow the industry.
Milestone Company - Independent Insurance
Milestone Company - Independent Insurance is a trusted insurance agency located at 232 South Main Street in Cadiz, Ohio. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping individuals and businesses protect what matters most. Whether you are looking for auto, home, life, or business insurance, we are here to tailor a policy that meets your unique needs. At Milestone Company, we strive to exceed our clients' expectations by offering exceptional customer service and competitive rates. Contact us today to learn more about how we can help you secure peace of mind for the future.
McManamon Insurance
McManamon Insurance, located at 1468 West 9th Street in Cleveland, Ohio, is an independent insurance agency that has been providing a wide range of insurance products and services for over 60 years. Led by principal Thomas F. McManamon, who has over 30 years of experience in the insurance industry, the agency is supported by a team of knowledgeable and licensed insurance professionals with a combined experience of 175 years. The agency, now in its third generation with Patrick C. McManamon joining in 2003, has a loyal clientele base that extends from New York to California. At McManamon Insurance, the goal is always to prioritize the best interests of clients. Tom McManamon, who has been in the insurance business for over 45 years, leads the agency and is always available to clients, day or night. The agency has expanded from a one-man operation to a multi-line firm under Tom's leadership. Tracy, the second youngest of Tom's five brothers, has also joined the firm and oversees the Steubenville, OH office.
Rutter & Russin, LLC
Rutter & Russin, LLC is a reputable law firm located at 4700 Rockside Road in Independence, Ohio, United States. Specializing in various legal services, their team of experienced lawyers are dedicated to providing high-quality representation and personalized solutions for their clients. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Rutter & Russin, LLC is committed to delivering exceptional service and achieving the best possible outcomes for their clients.
Barzak Agency
Barzak Agency, located at 3008 State Route 5 in Cortland, Ohio, is a finance and insurance agency dedicated to helping clients assess their risk tolerance and align their portfolio with their investment objectives. Through Riskalyze, an independent third-party vendor, clients can determine their risk score and ensure their investments match their goals. Looking for a Chartered Financial Consultant to assist with financial planning? Barzak Agency is here to help. By visiting their website and inputting your data, the process can be started to create a personalized financial plan.
The Handel2 Group - Ameriprise Financial Services, LLC
The Handel2 Group - Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a finance institution that focuses on providing personalized investment and financial planning services. The Handel2 Group has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at The Handel2 Group is committed to helping clients navigate the complexities of financial planning and adjust their approach as life changes. To learn more about how The Handel2 Group can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and advisors are registered to do business in certain U.S. states.
FFG Wealth Management, LLC
FFG Wealth Management, LLC is a finance institution located at 135 South Main Street in Columbiana, Ohio, United States. Our team understands that no two retirements are the same, which is why we tailor our guidance to meet your specific needs. Whether you are looking for a review of your current financial situation or a retirement plan that will last for the next 30-plus years, we have the experience and knowledge to guide you through the process. If you are nervously nearing retirement, we have compiled a list of do's and don'ts to help keep you on track. Additionally, we offer a guide on how to create income in retirement, addressing common misconceptions about annuities. As an independent firm, we can help you develop a custom financial strategy using a wide array of products and services to meet your specific needs, no matter how close you are to retirement.
Shively, Rider & Associates - Ameriprise Financial Services, LLC
Shively, Rider & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3010 State Route 5 in Cortland, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device. The institution provides regular reviews and updates to help clients track their progress towards their financial goals. They offer complimentary initial consultations to discuss specific needs and objectives. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for privacy and security. The institution cannot guarantee future financial results but strives to help clients achieve their financial aspirations.
Buckeye Dealership Consulting
Buckeye Dealership Consulting, located at 1170 East Western Reserve Road in Poland, Ohio, United States, is a finance institution specializing in reinsurance products for auto dealers. Income from the sale of credit insurance and service contracts is crucial for a dealership's financial success, and Buckeye helps launch profitable programs that provide better risk management and capital growth. With a team of experienced professionals passionate about automotive and insurance, Buckeye customizes reinsurance products such as limited warranties, vehicle service contracts, guaranteed asset protection, collateral protection insurance, and more to suit the needs of dealerships and customers. The company has served numerous dealers and reinsurance companies in the automotive industry, including Buy Here, Pay Here (BHPH), retail, and independent finance companies nationwide. By working with Buckeye Dealership Consulting, dealers can control their risk, improve cash flow, and increase their bottom line through properly structured reinsurance programs. The company's expertise in the F&I reinsurance market for franchise dealers and independent dealers allows them to tailor programs to meet specific needs and goals.
Capital Advisory Services, LLC
Capital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.
Principal Financial Group: Duncan Elaine
Principal Financial Group: Duncan Elaine is a health insurance agency located at 1621 Euclid Avenue, Cleveland, Ohio, United States. At our institution, we aim to help you protect what matters most through insurance solutions. You can easily download tax forms and get your questions answered quickly. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer services to protect your life and wages, ensuring your loved ones can keep moving forward in any situation. Dedicate part of your paycheck to long-term goals like retirement or education, with confidence in your investments. Our team is here to help you meet your financial goals and adapt as life changes.
Creative Financial Partners
Creative Financial Partners is a finance institution located at 2222 Centennial Road in Toledo, Ohio, United States. As an independent agency, we take a holistic approach to your financial situation, ensuring that we consider all aspects of your financial well-being. Our independence allows us to prioritize your needs above all else, without any ties to banks, insurance companies, or investment firms. Navigating the world of financial planning can be overwhelming, but our team at Creative Financial Partners is here to simplify the process for you. With our years of experience, we can help you set and achieve your financial goals, whether it's planning for retirement, saving for your child's education, or any other financial objective you may have.
Coleman Retirement Solutions
Coleman Retirement Solutions is a finance institution located at 45 Robin Hood Lane, Troy, Ohio, United States. Our team of financial professionals is ready to help you create a customized retirement strategy that suits your unique needs and objectives. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a custom strategy to help you reach your goals. We offer informational seminars on retirement income strategies and legacy planning to help you make informed decisions about your financial future. As an independent financial services firm, we use a variety of insurance products to create retirement strategies tailored to each individual.
WealthMark Advisory Services
WealthMark Advisory Services, located at 4951 Dublin Road in Dublin, Ohio, is a finance institution specializing in holistic financial planning and wealth management for families, individuals, and businesses. As an independent investment consulting firm, we provide unbiased advice to our clients without any product agenda or conflicts of interest. Our services cater to businesses, corporations, families, individuals, and executives, offering objective guidance on insurance, investing, retirement, estate planning, and wealth preservation. Visit our website to explore helpful calculators and gain a better understanding of financial concepts. Securities are offered through Vanderbilt Securities, LLC, and advisory services are provided through Vanderbilt Advisory Services, LLC. Trust in our skilled professionals to help you pursue your financial goals effectively.
Columbus Street Financial Planning
Columbus Street Financial Planning is an independent, flat, and fee-only fiduciary institution located at 565 Metro Place South in Dublin, Ohio, United States. We are radically transparent in our approach, ensuring that your interests are always our top priority. We do not accept commissions or compensation from any source other than our clients, so you can trust that we are working solely for your benefit. At Columbus Street Financial Planning, we offer complete transparency in every service we provide. Our goal is to help you focus on your dreams, not decimals, by offering personalized financial planning that is tailored to your unique circumstances. We are not owned by a bank, insurance company, or brokerage firm, so the only person we answer to is you.
Couch Investment Management, LLC
Couch Investment Management, LLC, located at 943 Main Street in Grafton, Ohio, is a finance institution that actively manages client accounts, including IRAs, under a fiduciary standard. With a goal of maximizing returns and minimizing risk, Financial Advisor Craig Couch, with over 15 years of experience, helps clients plan for retirement to ensure they are financially prepared for this major life event. The Couch Money Blog offers valuable information in an easy-to-understand format, covering topics related to investments and IRAs to help clients avoid costly mistakes. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., with advisory services available through Cambridge Investment Research Advisors, Inc. Couch Investment Management and Cambridge are not affiliated, but provide investment products and services to residents of Ohio, Florida, and Virginia. Insurance products are also available in Ohio, Florida, South Carolina, and Virginia. For more information, visit https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/.
Henderson Financial Services - HFS
Henderson Financial Services (HFS) is a finance institution located at 3575 Reserve Commons Drive, Medina, Ohio, United States. Founded in 1987, HFS has been serving clients in the Cleveland / Akron Area as well as Northwest Florida. The team at HFS, including Robert A. Henderson Sr., Robert A. Henderson Jr., Chad A. Henderson, and Brent D. Kalb, specialize in providing investment, annuities, retirement planning, and life insurance services to individuals and small businesses. At HFS, we believe in taking a proactive approach to personal finance and helping clients understand the opportunities and potential rewards available. Our website offers valuable resources on insurance, investing, retirement, estate planning, and wealth preservation. As an Independent Investment Representative Firm, we provide securities through StoneX Securities Inc. and advisory services through Stone X Advisors, Inc.
Strait Direction Wealth Managment, LTD
Strait Direction Wealth Management, LTD is a finance institution located at 5001 Mayfield Road, Lyndhurst, Ohio, United States. We believe that everyone should have access to sound financial information, regardless of financial means. Our holistic approach to financial planning takes into consideration all aspects that could impact your financial future, not just your money. We offer services such as investment portfolio management, retirement planning, tax planning, and insurance needs assessment. Our goal is to help you prepare for life's big milestones and unexpected changes. We are a registered investment advisory firm in Ohio and other jurisdictions, offering comprehensive financial planning services. Securities are offered through Independence Capital Company, Member FINRA / SIPC. Investments are not FDIC insured and may lose value. Check the background of our investment professionals on FINRA's BrokerCheck. We look forward to serving you and helping you achieve your financial goals.
The Affinity Group
The Affinity Group is a fiduciary financial advisor firm located at 4481 Munson Street Northwest in Canton, Ohio. Serving clients locally and nationwide, we are dedicated to helping individuals achieve financial independence and a "work optional" lifestyle. As an independent fiduciary, we prioritize our clients' best interests over commissions. Our team provides concierge services to streamline and simplify financial management, allowing clients to focus on what truly matters to them. With a focus on financial planning, tax planning, investment management, banking, and insurance, we are committed to helping clients reach and maintain financial independence. Our Principal and Financial Advisor is passionate about coaching and advising clients to achieve their financial goals, providing a personalized and comprehensive approach to wealth management. Visit us at our office in Canton, Ohio for a concierge experience and partner in your financial journey.
FNA Wealth Management
FNA Wealth Management is a finance institution located at 2214 East Enterprise Parkway, Twinsburg, Ohio, United States. With decades of experience and a team of highly-skilled professionals, we offer a supportive culture and a system designed to help you reach your financial goals. Our goal is to guide you to where you want to be, just like a good coach. Despite the healthy state of the US economy, many Americans are not feeling the benefits. The S&P 500 is performing well, and even the Cleveland Browns are enjoying success, thanks to the Santa Claus rally.
Indicator Advisory Corporation
Indicator Advisory Corporation is a finance institution located at 3061 Shoreland Avenue in Toledo, Ohio, United States. Founded by Bob Kneisley in 1986, the firm specializes in providing investment advice and consulting services to help clients build wealth successfully. Bob Kneisley, with his extensive experience in the field, has earned various designations and is a respected member of the finance community. The firm stands out for its unique approach to investment management, offering a proprietary ranking system for leading money managers. These managers, licensed to display the firm's "Direct Management Strategy ยฎ" trademark, focus on eliminating mutual fund costs and tax inefficiencies to enhance investment performance for clients. The firm also ensures transparency in fee structures and uses independent third-party bank custodians to hold client assets, ensuring their safety.
Fitting Tax & Financial
Fitting Tax & Financial is a finance institution located at 3808 Mogadore Road in Mogadore, Ohio, United States. New users can set up access to their portal, while current users can securely send tax-related information. The institution provides quick access to important tax-related links and aims to help individuals understand financial concepts such as insurance, investing, retirement, estate planning, and wealth preservation. Visitors can gain tips and valuable information to maintain financial health, which can be mailed to their doorstep. Fitting Tax and Financial also partners with the Village of Mogadore for Shred Day every year on the first Saturday in May, allowing individuals to safely dispose of old tax returns and financial documents.
Miller, Michael A
Miller, Michael A is an accounting and finance institution located at 6690 Beta Drive in Cleveland, Ohio, United States. With a focus on working smarter to solve problems and redefining the way law should be practiced, Miller, Michael A provides top-notch services to clients. The institution is part of the Margolis Edelstein firm, which was founded in Philadelphia over 65 years ago by Alan Wm. Margolis. With nine strategically located offices, they serve clients throughout Delaware, New Jersey, Pennsylvania, and West Virginia. Specializing in defending the interests of individuals, insurers, and commercial enterprises in complex litigation, Margolis Edelstein has earned the Martindale-Hubbell legal ability rating of AV, the highest rating available. As a founding member of The Harmonie Group, an international network of independent law firms, they have access to resources worldwide. Efficient, cost-effective, and measurably better, Miller, Michael A is dedicated to providing exceptional service to their clients.
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- Independent insurance firm in Canton
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