TOP 30 Individuals financial services in Cleveland Heights, Ohio

20 results found

Elevate Financial Consulting is a premier finance institution located at 2150 West 117th Street in Cleveland, Ohio, United States. We specialize in providing expert financial advice and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to elevating your financial well-being through personalized strategies and top-notch service. Whether you need help with investments, retirement planning, or budgeting, Elevate Financial Consulting is here to help you reach new heights of financial success.

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.

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.

Renaissance Notary Public Services is a trusted institution located at 3668 Stoneleigh Road in Cleveland Heights, Ohio. Specializing in finance, they provide expert notary services to individuals and businesses in the local area. With a commitment to professionalism and accuracy, their knowledgeable staff ensures that all documents are properly notarized in a timely manner. Whether you need a document notarized for a real estate transaction, legal matter, or any other financial need, Renaissance Notary Public Services is here to assist you. Visit their office today for reliable and efficient notary services.

J.C. & Associates Tax and Financial is a reputable accounting and finance institution located at 3559 Stoer Road in Shaker Heights, Ohio, United States. With a team of knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, their dedicated staff is committed to helping you navigate the complexities of tax and financial matters with personalized solutions tailored to your specific needs. Trust J.C. & Associates Tax and Financial to provide expert guidance and support to help you achieve your financial goals.

PC Tax Services LLC is a trusted accounting and finance institution located at 3566 Boynton Road in Cleveland Heights, Ohio. Our team of professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With years of experience and expertise in the field, we offer a wide range of financial solutions to help our clients achieve their goals. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you with your financial needs.

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.

Emily Montone - State Farm Insurance Agent is a local insurance agency located at 5564 Wilson Mills Road in Highland Heights, Ohio. As a small business owner in the community, Emily and her team are dedicated to taking care of your insurance and financial needs. With over 40 years of combined insurance and customer service experience, they provide remarkable service while building relationships with their customers. Emily Montone, originally from western PA, fell in love with Cleveland and the surrounding communities when she moved to northeast Ohio in 2016 to open her State Farm agency. With 12 years of experience with State Farm, Emily's favorite part about being an agent is developing personalized relationships with her customers. She and her team are passionate about giving back to the community and educating others on insurance.

Shah Insurance, located at 1917 South Taylor Road in Cleveland Heights, Ohio, is a trusted insurance agency dedicated to helping individuals and families find the perfect health coverage. With a focus on providing comprehensive options tailored to your specific needs, Shah Insurance makes it easy to take control of your health and well-being. Customers have praised Shah Insurance for their excellent customer service and simple, efficient process for finding the right health insurance plan. Whether you're looking for basic coverage or more comprehensive benefits, Shah Insurance Group has a wide range of options to choose from.

Tanya D. Howard-Grace: Allstate Insurance is a trusted insurance agency located at 2490 Lee Boulevard in Cleveland Heights, Ohio. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in the insurance industry, we strive to help individuals and families protect what matters most. Contact us today for a consultation and discover the peace of mind that comes with quality insurance coverage.

Dan Ritzenthaler - State Farm Insurance Agent is a trusted insurance agency located at 1450 SOM Center Road in Mayfield Heights, Ohio, United States. With easy access to all east side cities and shopping, our office is conveniently situated in the MAYSOM Building, next to Starbucks. Our team, including Terry, Beth, and Dan, collectively have over 42 years of experience serving individuals, families, and business owners throughout the greater Cleveland area. As proud graduates of John Carroll University, we are dedicated to helping you protect what matters most. Spring is a time for new beginnings, and we are here to assist you in refreshing your insurance coverage and ensuring you have the right protection in place. Whether you need assistance with auto, home, life, or business insurance, we have the expertise to guide you through the process. If you are considering adopting a new pet or seeking out a financial professional, we can provide valuable insights to help you make informed decisions.

Paul A. Hudock, MD is a healthcare institution located at 2001 East Royalton Road in Broadview Heights, Ohio, United States. Dr. Hudock specializes in doctor and health services, with a focus on gynecologic oncology. With extensive medical education and training from reputable institutions such as Cleveland Clinic and Case Western Reserve University School of Medicine, Dr. Hudock is dedicated to providing top-quality care to his patients. Patients have praised Dr. Hudock for his exceptional listening skills, professionalism, kindness, and empathy. Many have been under his care for over two decades, following him to different locations and always feeling confident in the treatment received. Dr. Hudock is known for his thorough explanations, clear communication, and warm bedside manner.

Knevel Law Co. LPA is a well-established institution located in Garfield Heights, Ohio, United States. Specializing in bankruptcy law, our experienced attorneys have been serving clients in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of over 18,000 successful bankruptcy cases, we are dedicated to helping individuals overcome financial hardships and achieve a fresh start. Our team of lawyers offers comprehensive services to address complex financial issues and provide long-term solutions for financial freedom. Whether you are facing credit card debt, mortgage obligations, student loans, or other forms of debt, we are here to guide you through the bankruptcy process and help you make informed decisions about your financial future. Contact us today for a free initial consultation and take the first step towards a brighter, more financially secure future for you and your family.

Knevel Law, Co, LPA, llc is a reputable institution located at 2634 South Arlington Road, Akron, Ohio, United States. Specializing in bankruptcy law, their team of experienced lawyers has been serving consumers in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of over 18,000 successful bankruptcy cases, they are dedicated to helping individuals navigate through financial hardships and achieve a fresh start. Whether you are facing credit card debt, mortgage obligations, or other financial challenges, their team is committed to providing high-quality and comprehensive services to help you gain financial freedom. Contact their Cleveland office at (216) 450-6689 for a free initial consultation and take the first step towards a brighter financial future.

Knevel Law Co. LPA is a reputable law firm located at 124 Middle Avenue in Elyria, Ohio, United States. Specializing in bankruptcy law, our experienced attorneys have been serving clients in Cleveland, Akron, Elyria, and Garfield Heights for over 45 years. With a track record of successfully resolving over 18,000 bankruptcy cases, we are committed to helping individuals overcome financial hardships and achieve a fresh start. At Knevel Law Co. LPA, we understand the challenges that come with financial difficulties, whether it be credit card debt, mortgage obligations, or student loans. Our team of dedicated lawyers is here to provide you with personalized solutions to help you regain financial stability and independence. We offer free initial consultations to discuss your options, whether it be filing for Chapter 7, Chapter 13, or exploring alternative routes to debt relief.

Simic CPA Company is a full-service CPA firm located at 6485 Ridge Road in Parma, Ohio. We specialize in accounting and finance services for individuals and small businesses in the Cleveland, Parma, and Parma Heights area. Our team is dedicated to helping our clients achieve financial success and we offer a wide range of services to meet their needs. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at one of our convenient locations and let us help you reach your financial goals.

Located in Cleveland Heights, OH, Loan Till Payday Online is a financial service provider specializing in connecting consumers with a network of lenders that may be able to assist with their financial needs. Our services are administrative in nature, often referred to as "lead generation," and are provided to customers free of charge. We facilitate connections between consumers and financial service providers who pay a fee to be introduced to individuals seeking financial services.

Welcome to the practice of Dr. Anne Rex, located at 7060 Wayside Drive, Mentor, Ohio. As a distinguished physician specializing in Primary Care Sports Medicine, Dr. Rex is dedicated to the health and well-being of her patients. A staff physician at the Cleveland Clinic's Center for Sports Health, Dr. Rex also serves as a Clinical Assistant Professor at the Ohio University Heritage College of Osteopathic Medicine and is the team physician for Lake Catholic High School. Dr. Anne Rex, DO, FAOASM, offers a comprehensive approach to sports-related orthopaedic and musculoskeletal injuries, emphasizing safe return to play, work, and daily activities. Her expertise extends to non-surgical orthopaedics, adolescent lower back pain, and spondylolysis, ensuring that patients receive the best care tailored to their needs.

Welcome to Garren-Hudson Kimberly A DO, where compassionate and comprehensive healthcare is our top priority. Located at 7519 Fredle Drive, Concord, Ohio, our practice is dedicated to providing exceptional medical care to the community. Dr. Kimberly A. Garren-Hudson, an experienced and highly regarded physician, is committed to treating each patient with personalized attention and respect. Dr. Garren-Hudson completed her medical education at the Ohio University College of Osteopathic Medicine and has extensive training from renowned institutions such as Fairview General Hospital and St. John Medical Center. Her dedication to patient care is reflected in her thorough examinations and ability to make complex medical conditions easy to understand.

Welcome to the practice of Dr. Saul Kane, a dedicated and compassionate healthcare professional located at 7530 Fredle Drive, Concord, Ohio. Specializing in gastroenterology and hepatology, Dr. Kane is committed to providing exceptional medical care tailored to meet the individual needs of each patient. With a strong educational foundation from the Albert Einstein College of Medicine and extensive training from Temple University Hospital and Cleveland Clinic, Dr. Kane brings a wealth of knowledge and expertise to his practice. Patients consistently praise Dr. Kane for his attentive and caring approach, ensuring that all questions and concerns are thoroughly addressed. His commitment to patient satisfaction is reflected in the high ratings he receives, with feedback highlighting his professionalism, efficiency, and ability to make patients feel at ease.