TOP 30 Inheritance management in Tallmadge, Ohio

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Keith Lucas - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 56 Metric Drive in Tallmadge, Ohio, United States. Keith Lucas holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and real-world application of financial concepts, Keith Lucas provides personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. Additionally, Keith Lucas is trained in behavioral finance, philanthropy, divorce financial analysis, exit planning, and specialized areas such as special needs planning and military financial advising. With a commitment to excellence and a comprehensive approach to financial planning, Keith Lucas is dedicated to helping clients achieve their financial goals and secure their financial future.

Tax Professionals Plus Inc is a reputable accounting and finance institution located at 33 North Avenue in Tallmadge, Ohio, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to learn how we can help you achieve your financial goals.