Individual wealth planning in Middletown, Ohio

Michael Schanne - State Farm Insurance Agent is an insurance agency located at 1547 South Breiel Boulevard in Middletown, Ohio, United States. Michael Schanne, the owner, has a strong focus on helping people and families protect what matters most to them. With a team of dedicated professionals, the agency offers a wide range of insurance options including Auto, Home, Renter's, Life, Business, Surety, Health, and Pet Insurance. They also provide Flood Insurance and SR-22 business through Gainsco, as well as loans through LightStream. The agency takes pride in offering five-star service to all policyholders, with a personalized approach to finding the best coverage options at competitive prices. They are actively involved in the community, sponsoring local events and organizations such as The Middletown Chamber of Commerce, Middletown Schools Athletics, and Toys for Tots.

Weinstein Financial Group is a reputable finance institution located at 304 South Breiel Boulevard in Middletown, Ohio, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Weinstein Financial Group is dedicated to helping you achieve your financial objectives.

Motes & Company LLC is a renowned accounting and finance institution located at 6279 Hursh Road in Middletown, Ohio, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Motes & Company LLC for all your accounting and finance needs.

Welcome to Cheryl A. Johnson, LSW, your trusted partner in health and wellness located in the heart of Middletown, Ohio. With a steadfast commitment to providing compassionate and personalized care, Cheryl A. Johnson, a Licensed Social Worker, specializes in offering comprehensive mental health services to individuals and families in the community. At our practice, we understand the challenges that life can present and are dedicated to helping you navigate them with resilience and strength. Cheryl A. Johnson brings a wealth of experience and expertise to her practice, offering a safe and supportive environment where you can explore your concerns and work towards achieving your personal goals.

The International Association of Registered Financial Consultants is a prestigious institution located at 146 North Breiel Boulevard in Middletown, Ohio, United States. This organization is dedicated to promoting excellence in the field of financial consulting and providing a platform for professionals to network, collaborate, and further their knowledge and skills. With a focus on maintaining high standards of ethics and expertise, the International Association of Registered Financial Consultants is a trusted resource for individuals seeking qualified financial advice and guidance.

Family Tax Service is a reputable accounting and finance institution located at 100 South Breiel Boulevard in Middletown, Ohio, United States. With a team of experienced professionals, we specialize in providing personalized tax services for families, individuals, and small businesses. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Family Tax Service is here to provide reliable and efficient solutions tailored to your specific needs. Visit us today and let us help you achieve your financial goals.

First Financial Bank & ATM, located at 300 North Main Street in Middletown, Ohio, offers a range of financial services including banking, finance, and ATM access. Our team of Wealth Advisors is ready to assess your financial situation and help you reach your goals. Take advantage of our special rates, including a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Use the equity in your home to fund your projects, and learn how to protect yourself from tax identity theft. With our Choice Checking account, enjoy expanded fee-free ATM access and lower loan rates. For business owners, we offer personalized service and solutions tailored to your needs. Explore Roth 401(k) options with our Yellow Cardinal Advisory Group and learn how to maximize your retirement savings. We are committed to supporting our community through lending and investments, with over $1 billion dedicated to community development. Sign up for our emails to receive financial tips and tools, and access our helpful articles on building a successful financial future. Don't miss out on our limited-time offers, including special rates on certificates and introductory rates on loans. Enroll in online banking today to access our convenient services for individuals and small/medium-sized businesses. Visit us at First Financial Bank & ATM to start planning for a brighter financial future.

The Master Registered Financial Consultant is a prestigious institution located at 1046 Summit Drive in Middletown, Ohio, United States. Our team of experienced professionals provide comprehensive financial consulting services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are looking to plan for retirement, invest wisely, or protect your assets, our team is here to help. Visit us today to see how we can assist you in reaching your financial objectives.

Welcome to LCNB National Bank, your trusted partner in banking and financial services located conveniently at 4441 Marie Drive, Middletown, Ohio. As a leading provider of comprehensive financial solutions, we are committed to helping individuals, families, and businesses achieve their financial goals with ease and confidence. Whether you're looking to open a new account, apply for a loan, or simply need access to an ATM, our dedicated team is here to provide personalized service tailored to your needs. At LCNB National Bank, we prioritize your financial well-being, offering a wide range of services that include personal and business banking, wealth management, and more. Visit us today to experience a community-focused approach to banking that combines modern convenience with a personal touch. Let us help you navigate your financial journey with expertise and care.

Druschel Financial Services is a reputable finance institution located at 5950 Silver Creek Road in New Middletown, Ohio, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Druschel Financial Services to guide you towards a secure financial future.

Summit Financial Advisors Inc is a reputable finance institution located at 1046 Summit Drive in Middletown, Ohio, United States. With a team of experienced financial advisors, they provide a range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or wealth management, Summit Financial Advisors Inc offers personalized solutions tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Jennifer Doherty is a Financial Advisor at Ameriprise Financial Services, LLC located at 1047 Summit Drive in Middletown, Ohio, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. Jennifer is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a strong code of ethics and continuing education to ensure her clients receive the best financial guidance possible. With a focus on personalized service and a wide range of certifications, Jennifer Doherty is a trusted financial advisor for all your financial planning needs.

Edward Jones Investments is a renowned finance institution located at 608 North University Boulevard in Middletown, Ohio, United States. With a strong reputation for providing personalized investment services, Edward Jones is committed to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offers a wide range of investment options and financial planning services to meet the unique needs of each client. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones Investments is dedicated to helping you build a secure financial future.

Duane Siegenthaler is a financial advisor at Ameriprise Financial Services, LLC located at 1047 Summit Drive in Middletown, Ohio, United States. With a focus on helping clients achieve their financial goals, Duane offers personalized financial advice and guidance. His background, credentials, and experience make him a trusted partner in managing your finances. By filling out the "Request consultation" form, you can connect with Duane for a complimentary initial consultation to discuss your financial needs and objectives. Each Ameriprise advisor has their own areas of focus, so be sure to review Duane's approach to see how it aligns with your goals. Contact Duane Siegenthaler today to start planning for your financial future.

Raymond James Financial Services is a finance institution located at 815 South Breiel Boulevard in Middletown, Ohio, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options, wealth management services, and financial planning solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future.

Kinder Financial Services is a reputable finance institution located at 1709 South Breiel Boulevard in Middletown, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and learn how we can help you manage your finances effectively.

Fifth Third Preferred - Chris Poppa is a finance institution located at 915 Elliott Drive in Middletown, Ohio, United States. As a preferred banking service, they offer personalized financial solutions tailored to meet the unique needs of their clients. With a focus on customer satisfaction and financial success, Fifth Third Preferred - Chris Poppa provides a range of services including wealth management, investment planning, and banking products. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals.

Nenni Financial Services is a trusted finance institution located at 1064 North University Boulevard in Middletown, Ohio, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Nenni Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Tina M. Soutar CPA is a reputable accounting and finance institution located at 110 North Breiel Boulevard in Middletown, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Tina M. Soutar CPA is dedicated to providing personalized and high-quality financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Equity is a finance institution located at 201 Medical Center Drive in Middletown, Ohio, United States. At Equity, we specialize in providing financial solutions and services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and make informed decisions about their investments, savings, and overall financial health. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Equity is here to help you every step of the way. Visit us today to learn more about how we can help you achieve financial success.