TOP 10 Best Insurance financial planning in Cambridge, Ohio
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Amy Latham - State Farm Insurance Agent
● ClosedAmy Latham - State Farm Insurance Agent is a reputable insurance agency located at 40091 Barnesville Bethesda Road in Bethesda, Ohio, United States. We are dedicated to serving the local communities with Insurance and Financial Services, with additional locations in Cambridge for your convenience. Amy Latham has been a State Farm Agent since 2013 and is actively involved in various local organizations such as BBM Rotary, Barnesville Chamber, and Cambridge Chamber of Commerce. The agency has received numerous awards including State Farm Chairman's Circle, State Farm Ambassador Club, SVP Club, and Bronze Honor Club. Our goal is to provide customers with the right coverage to protect themselves from the unexpected. Whether you need auto or homeowner's insurance, we are here to help you save money. Contact us at (740) 484-1233 for personalized assistance. Please note that sensitive personal information should not be shared on this platform for your protection. Additionally, we offer information on topics such as drunk driving prevention, volunteering with reading programs, and leasing vs buying a car. Trust State Farm for your insurance and financial needs.
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Fitting Tax & Financial
● ClosedFitting 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.
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 721 Southgate Parkway in Cambridge, Ohio, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on helping individuals achieve their financial goals, OneMain Financial provides personalized solutions and flexible repayment options. Whether you need funds for a home improvement project, unexpected medical expenses, or to consolidate high-interest debt, OneMain Financial is dedicated to providing reliable and trustworthy financial assistance. Visit their branch in Cambridge to learn more about how they can help you achieve your financial goals.
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Nationwide Insurance: Cambridge Insurance Group LLC
● ClosedNationwide Insurance: Cambridge Insurance Group LLC, located at 1983 East Wheeling Avenue in Cambridge, Ohio, is your go-to insurance agency for all your insurance needs. Whether you need auto, home, commercial, farm, financial, powersports, or human services insurance, we have you covered. With Nationwide, you can count on getting an auto insurance policy that suits your needs, as well as protecting your house and personal property with the right coverage. Our agency specializes in providing quality insurance coverage for all aspects of your life.
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Edward Jones - Financial Advisor: Lidia E Laurie
● OpenEdward Jones - Financial Advisor: Lidia E Laurie is a finance institution located at 61322 Southgate Parkway in Cambridge, Ohio, United States. As a trusted financial advisor, Lidia E Laurie provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lidia E Laurie is dedicated to providing expert financial guidance and support to individuals and families in the Cambridge area.
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Nationwide Insurance: Cambridge Insurance Group LLC
● ClosedCambridge Insurance Group LLC, located at 329 East Court Street in Washington Court House, Ohio, is a trusted insurance agency offering a wide range of insurance products. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, they provide tailored coverage options to meet the unique needs of their clients. Whether you are looking for auto insurance to protect your vehicle, home insurance to safeguard your property, or commercial insurance to cover your business, Cambridge Insurance Group LLC has you covered. Their team of knowledgeable agents will work with you to create a personalized insurance plan that fits your specific requirements. With a focus on providing exceptional customer service and comprehensive coverage options, Cambridge Insurance Group LLC is committed to helping clients protect what matters most to them. Contact them today at (740) 335-9440 or visit their office to learn more about their insurance products and how they can help you secure your future.
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HUNT FINANCIAL GROUP
● ClosedHunt Financial Group is a finance institution located at 3867 West Market Street in Akron, Ohio, United States. They specialize in helping individuals plan for their financial future, no matter what stage of life they are in. Their experienced advisors offer comprehensive financial planning and asset management services to clients, whether they are young professionals, young families, retirees, or business owners. Hunt Financial Group believes that a successful financial plan starts with understanding your life and goals, and they are committed to creating flexible plans that can adapt as your life changes. They are affiliated with Cambridge Investment Research, Inc., a Broker/Dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hunt Financial Group serves individuals in multiple states across the U.S. and aims to establish long-term relationships with their clients.
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Elsass Financial Group
● OpenElsass Financial Group is a finance and insurance agency located at 125 West Boyer Street in Wadsworth, Ohio, United States. The institution is proud to announce that they now have three CFP® Professionals on their team. Elizabeth Randall-Dodd recently achieved her CFP® certification after meeting the rigorous requirements, including passing multiple financial planning courses and gaining extensive experience in the field. President Karl Elsass is dedicated to providing quality financial plans that are tailored to each client's individual needs and goals. With a passion for numbers and finances, Karl approaches every client interaction with care, trust, and compassion. Vice President Kevin Chiu brings his background in banking to the team, focusing on providing objective service and helping clients achieve their financial goals.
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Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 3749-A Fishcreek Road, Stow, Ohio, United States. Since 1985, RWS has been assisting clients with their investment objectives, planning needs, and portfolio design. They specialize in creating retirement and wealth strategies, offering objective and unbiased advice, and delivering personalized quality service. Their customized investment management solutions are tailored to individual goals, investable assets, and risk tolerance, all integrated into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes financial plans aligned with investments and opportunities.
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S & D Capital
● ClosedS & D Capital is a finance institution located at 3150 Dustin Road in Oregon, Ohio, United States. Our dedicated team of independent financial professionals is committed to providing exceptional service and objective advice to help clients achieve their financial goals. We believe in removing the noise, focusing on the important aspects, and sticking to the basics of prudent financial planning. Our priority is our clients' success and we maintain integrity in all our dealings. If you need assistance with managing your financial future, we are here to help. Whether you have questions about retirement packages for Whirlpool, Mercy, or ProMedica, our team is ready to provide support and guidance. We also offer insights on market trends and updates through our monthly videos with Brent.
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Western & Southern Life
● ClosedWelcome to Western & Southern Life, your trusted insurance agency located at 1226 Southgate Parkway, Cambridge, OH 43725, United States. At Western & Southern Life, we are dedicated to helping you navigate the complexities of planning your financial future, whether it's for personal or business needs. Our extensive range of insurance and financial products are designed to provide you with tailored solutions that align with your specific goals. From life insurance to investment options, we offer a variety of services to help you feel confident about your financial decisions.
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Jonathan Scharfstein, MD
● OpenJonathan Scharfstein, MD, FACC, is a renowned cardiologist providing expert cardiovascular care at the Hillcrest Medical Building 2, located at 6801 Mayfield Rd #300, Mayfield Heights, OH 44124, United States. As a staff physician in the Robert and Suzanne Tomsich Department of Cardiovascular Medicine at the Cleveland Clinic, Dr. Scharfstein brings a wealth of experience and dedication to his patients. Specialty and Services:
Hillcrest Medical Building 2, 6801 Mayfield Rd #300, Mayfield Heights, OH 44124, United States -
Dr. Brent A. Cale, MD
● OpenDr. Brent A. Cale, MD is a reputable medical institution located at 10095 Brick Church Road in Cambridge, Ohio, United States. As a dedicated doctor specializing in health, Dr. Cale provides top-notch medical care and personalized treatment plans for patients of all ages. With a focus on preventative care and overall wellness, Dr. Cale is committed to helping individuals achieve and maintain optimal health. Patients can trust in the expertise and compassion of Dr. Brent A. Cale, MD for their healthcare needs.
10095 Brick Church Rd, Cambridge, OH 43725, United StatesAdvertisements -
Couch Investment Management, LLC
● ClosedCouch 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/.
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Legacy Capital Advisors, LLC-Norwalk
● ClosedLegacy Capital Advisors, LLC-Norwalk is a finance and insurance agency located at 1151 Peru Olena Road West in Norwalk, Ohio, United States. With a focus on insuring a bright future for families and businesses, Legacy Capital Advisors offers non-cookie cutter investment solutions. They provide financial and legacy planning services to help clients achieve their goals. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. Please note that Legacy Capital Advisors and Cambridge are not affiliated. This institution serves individuals in states such as AK, FL, GA, IN, KY, MI, NY, NC, OH, PA, SC, TN, TX, and AR. Clients are encouraged to check the background of firms and investment professionals on FINRA's BrokerCheck. It is important to note that when accessing third-party websites linked to Legacy Capital Advisors' site, individuals assume total responsibility and risk. The institution makes no representation regarding the completeness or accuracy of information provided on external websites and is not liable for any technical or system issues that may arise.
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