TOP 10 Investment insurance in Cambridge, Ohio
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Couch Investment Management, LLC
Couch 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/.
Edward Jones - Financial Advisor: Lidia E Laurie
Edward 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.
S & D Capital
S & 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.
Legacy Capital Advisors, LLC-Norwalk
Legacy 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.
HUNT FINANCIAL GROUP
Hunt 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.
Elsass Financial Group
Elsass 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.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & 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.
Fitting Tax & Financial
Fitting 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.
Western & Southern Life
Welcome 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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