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TOP 30 Individualized financial advice in Cortland, OH
23 results found
Search for local businesses, places and services near you
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a finance institution located at 2486 Niles Cortland Road Southeast in Warren, Ohio, United States. They offer a wide range of financial services including personal loans, auto loans, and debt consolidation. With a focus on providing personalized solutions and excellent customer service, Lendmark Financial is dedicated to helping individuals achieve their financial goals. Their experienced team of professionals is committed to assisting clients in managing their finances and securing the resources they need to succeed.
Ameriprise Financial
Ameriprise Financial is a finance institution located in Cortland, Ohio, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise Financial helps individuals and businesses achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ameriprise Financial can provide personalized financial solutions to meet your needs. Contact them today to start planning for a brighter financial future.
Guidelight Financial Group - Ameriprise Financial Services, LLC
Guidelight Financial Group - Ameriprise Financial Services, LLC, located at 3378 State Route 5 in Cortland, Ohio, is a trusted wealth management company that puts clients and their goals at the forefront of their services. With a team of experienced financial advisors, Ameriprise offers digital tools for easy access to investments and personalized financial planning. As one of the 2022 Most Trusted Wealth Management Companies, Ameriprise is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or invest for the future, Ameriprise Financial Services is here to provide expert guidance and support. Contact us today for a consultation to discuss what matters most to you and your financial future. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for your investments.
Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™
Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™ is a reputable financial institution located at 1889 Niles Cortland Road NE in Warren, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Ted Stazak 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 a child's education, or investing for the future, Ted Stazak and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
Brian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
Austin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various 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 Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.
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.
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.
Edward Jones - Financial Advisor: Michael Conrow, AAMS™
Edward Jones - Financial Advisor: Michael Conrow, AAMS™ is a reputable finance institution located at 2996 State Route 5 in Cortland, Ohio, United States. As a trusted financial advisor, Michael Conrow, AAMS™ provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael Conrow, AAMS™ is dedicated to providing top-notch financial advice and guidance to individuals and families in the Cortland area.
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
Cynthia Shively, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, offers a wide range of financial services to meet the needs of individuals and businesses. Cynthia holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Cynthia is a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing specialized financial advice in those areas. With a commitment to professionalism and ethics, Cynthia is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Cynthia Shively at Ameriprise Financial Services for expert financial guidance and support.
Prudential | Randy Roscoe | Life Insurance & Financial Services
Prudential | Randy Roscoe | Life Insurance & Financial Services is a trusted financial and insurance agency located at 2780 Timberline Dr, Cortland, OH 44410, United States. Specializing in life insurance and comprehensive financial services, Randy Roscoe and his team are committed to helping individuals and families secure their financial future. With a focus on personalized service, they offer tailored solutions to meet each client's unique needs and goals. Whether you're looking for life insurance, retirement planning, or investment advice, Prudential | Randy Roscoe provides expert guidance and reliable support to ensure peace of mind and financial stability. Visit their office in Cortland, OH, to discover how they can assist you in achieving your financial objectives.
David Dieter - Ameriprise Financial Services, Inc.
David Dieter - Ameriprise Financial Services, Inc., located on State Route 5 in Cortland, Ohio, is a trusted provider of comprehensive financial planning and advisory services. Specializing in personalized financial strategies, David Dieter and his team are committed to helping clients achieve their financial goals through tailored advice and expert guidance. Services Offered:
Guidelight Financial Group - Ameriprise Financial Services, LLC
Guidelight Financial Group, a branch of Ameriprise Financial Services, LLC, is your trusted partner in achieving financial wellness and security. Located conveniently at 3378 State Route 5 in Cortland, OH, we are dedicated to understanding and meeting the unique financial goals of each generation within your family.
Smart Tax
Smart Tax is a reputable accounting and finance institution located at 1975 Niles Cortland Road Northeast in Warren, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses alike. With a focus on efficiency and accuracy, we strive to help our clients navigate the complexities of tax laws and financial regulations. Trust Smart Tax to handle all your accounting and finance needs with skill and expertise.
Bergana Insurance Agency
Bergana Insurance Agency is a trusted insurance provider located at 526 Niles Cortland Road Southeast in Warren, Ohio. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses in the community. With a team of experienced and knowledgeable agents, we are committed to providing personalized service and finding the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Bergana Insurance Agency is here to help you protect what matters most. Contact us today for a quote and see how we can assist you with your insurance needs.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 2016 Millennium Boulevard in Cortland, Ohio, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended for this year. Perfect for busy lives, you can drop off your tax documents at our location inside Walmart and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. While you shop, our Tax Pros can help you get your taxes done and ensure you receive your biggest refund guaranteed. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (330) 373-1040. Trust our expert Tax Pros at this Walmart location to help you with all your tax needs in English. Remember, when every dollar matters, it matters who does your taxes™.
D & J Tax Services
D & J Tax Services is a leading accounting and finance institution located at 2705 Warren Meadville Road in Cortland, Ohio, United States. We specialize in providing expert tax services to individuals and businesses, helping them navigate the complex world of finance with ease. Our team of experienced professionals is dedicated to providing personalized and reliable services to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, D & J Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
TAX 29
TAX 29 is a reputable accounting and finance institution located at 2170 Millennium Boulevard in Cortland, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, TAX 29 is here to help. Trust us to help you navigate the complexities of the financial world and secure your financial future. Visit us today to learn more about how we can assist you with all your accounting and finance needs.
New York Life
New York Life, located at 405 Niles Cortland Road Southeast in Warren, Ohio, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance on investment strategies, estate planning, and insurance solutions for employees, executives, and business owners. They have a diverse workforce that reflects the communities they serve, and are committed to giving back through charitable donations and volunteer efforts.
Huntington Insurance
Huntington Insurance, located at 525 Niles Cortland Road Southeast in Warren, Ohio, is more than just an insurance agency. We strive to help you build a deeper relationship with your money by providing access to innovative products, tools, and services. Our checking accounts come with 24-Hour Grace® to make managing your money easier. Open a savings or money market account to start earning interest and watch your money work harder for you. Our lending team can help you navigate the home buying process with mortgage pre-approvals. For those with visual impairments like Kitty, we offer banking solutions that cater to individual needs. Huntington is proud to be ranked #1 in Customer Satisfaction with Mobile Banking Apps among Regional Banks for the 5th year in a row. We are committed to giving back to our communities through initiatives focused on racial and social equity, small business support, and community development. Your feedback is important to us, so please share your thoughts after your visit. Experience the Huntington difference today.
7 17 Credit Union
Located at 100 Brewster Drive SE in Warren, Ohio, 7 17 Credit Union is your local, community-minded financial institution dedicated to helping individuals and businesses achieve their financial goals. At our Howland branch, conveniently situated behind the Howland Burger King off East Market Street, we offer a wide range of banking services designed to meet your personal and business financial needs. Our team is committed to providing exceptional service, taking the time to listen and answer your questions. Whether you're looking to open a checking or savings account, apply for a loan (such as a credit card, mortgage, or auto loan), or seek advice on improving your financial well-being, we're here to help.
7 17 Credit Union
7 17 Credit Union - Vienna, Ohio Branch Welcome to 7 17 Credit Union, located at 585 Youngstown Kingsville Rd SE, Vienna, OH 44473, United States. As a trusted local institution, 7 17 Credit Union provides a comprehensive range of financial services designed to meet both personal and business banking needs. Conveniently situated near the intersection of Routes 193 and 82, our Vienna branch is dedicated to delivering exceptional service and support for your financial goals.
Heater Kevin C CPA
Heater Kevin C CPA is a reputable accounting and finance firm located at 3333 Niles Cortland Rd NE, Cortland, OH 44410, United States. Specializing in a wide range of financial services, Heater Kevin C CPA offers expert guidance in areas such as tax preparation, bookkeeping, financial planning, and auditing. With a commitment to providing personalized and professional service, the firm helps both individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax compliance, strategic financial advice, or accurate record-keeping, Heater Kevin C CPA is dedicated to ensuring your financial health and success.
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