Investment management firm in Ohio

Welcome to Evelo Group, located at 312 Walnut Street, Cincinnati, Ohio. As a premier financial advisory firm, we are proud to serve successful families across the United States with over four decades of experience. Our dedicated team of 28 professionals brings a diverse range of expertise, enabling us to craft innovative strategies tailored to the unique needs of substantial wealth management. With $8.03 billion in assets under management as of February 29, 2024, our clients trust us to simplify their financial lives, allowing them to focus on what truly matters. We work closely with you to develop customized financial strategies aimed at managing current risks, achieving personal goals throughout life, and preserving wealth for future generations.

Welcome to Strategic Property Exchanges, LLC Located in the heart of Blue Ash, Ohio, at 11353 Reed Hartman Highway, Strategic Property Exchanges, LLC is your trusted partner in navigating the intricate landscapes of accounting, finance, and legal services. Our firm is dedicated to providing comprehensive solutions tailored to meet the unique needs of each client, ensuring seamless transactions and strategic financial planning.

Dave Newman: Primerica - Financial Services is a reputable finance and insurance agency located at 6821 Salisbury Road in Maumee, Ohio. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at Dave Newman: Primerica - Financial Services are here to assist you every step of the way. Trustworthy and reliable, this institution is committed to delivering personalized solutions tailored to meet your specific needs. Visit them today and take control of your financial future.

FrogTown Financial is a reputable accounting and finance institution located at 4312 Monroe Street in Toledo, 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 help with tax preparation, budgeting, or investment advice, our experts are here to assist you every step of the way. Trust FrogTown Financial to help you achieve your financial goals and secure your future.

Richlak Lawyer & Co is a reputable accounting and finance institution located at 9140 Tyler Boulevard in Mentor, Ohio. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Richlak Lawyer & Co is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals.

M & M Capital Inc is a reputable car wash institution located at 3500 Noble Street in Bellaire, Ohio, United States. With a commitment to providing top-notch car cleaning services, M & M Capital Inc offers a range of car wash packages to suit every customer's needs. Their experienced staff uses high-quality products and equipment to ensure that your vehicle leaves sparkling clean and refreshed. Whether you need a quick wash or a detailed cleaning, M & M Capital Inc is the go-to destination for all your car wash needs in Bellaire.

Finkelman Real Estate is a reputable real estate agency located at 1402 Central Avenue in Middletown, Ohio, United States. With a team of experienced and dedicated real estate agents, Finkelman Real Estate specializes in helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, an investment property, or commercial real estate, Finkelman Real Estate is committed to providing top-notch service and expert guidance throughout the entire process. Contact us today to learn more about how we can help you achieve your real estate goals.

Dodds Wealth Advisors is a premier financial institution located at 145 South Main Street in Bellefontaine, Ohio. As a leading wealth management firm, we specialize in providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors offers tailored solutions to meet the unique needs of each individual, ensuring a comprehensive and holistic approach to wealth management. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Dodds Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.

Gateway Financial, LLC is a finance institution located at 9821 Olde 8 Road, Northfield, Ohio, United States. We are a fee-only, full-time fiduciary, and wholly independent firm dedicated to helping you navigate the complexities of financial success. Whether you have investments to manage, a 401(k) from your employer, or need assistance in creating a comprehensive financial plan, our team is here to streamline your finances, reduce taxes in retirement, plan for income, and help you understand your investments. Please note that all investing involves risk, and no investment strategy can guarantee a profit or protect against loss. Gateway Financial, LLC is registered as an Investment Advisor with the State of Ohio and in other jurisdictions where exempted. Our information is provided "AS IS" and without warranties of any kind. We do not provide investment, tax, accounting, or legal advice, and our website should not be relied upon for transacting securities or other investments.

Rumer & Maisch Co LLC is a reputable law firm located at 121 West High Street in Lima, Ohio, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Rumer & Maisch Co LLC is dedicated to serving the legal needs of individuals and businesses in the Lima area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the professionals at Rumer & Maisch Co LLC to provide you with the highest level of service and support.

Donald J Meyer Jr Co is a reputable institution located at 1005 Harrison Avenue in Harrison, Ohio, United States. With a strong focus on providing quality services, they are known for their expertise in various fields. Whether you are looking for financial advice, legal assistance, or any other professional service, Donald J Meyer Jr Co is the place to go. Their dedicated team of experts is committed to helping clients achieve their goals and navigate through any challenges they may face. Visit them today and experience the difference they can make in your life.

Shur Law Co., LPA is a reputable finance and legal institution located at 4555 Lake Forest Drive in Cincinnati, Ohio, United States. Specializing in providing expert legal services in various areas of finance, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a track record of success, Shur Law Co., LPA is the go-to institution for all your legal and financial needs.

Acumen MB LLC is a prestigious accounting and finance institution located at 3659 South Green Road in Beachwood, Ohio, United States. With a team of highly skilled professionals, Acumen MB LLC offers expert financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Acumen MB LLC has the knowledge and expertise to help you achieve your financial goals. Trust Acumen MB LLC to provide you with top-notch accounting and finance services tailored to meet your specific needs.

Welcome to Scott Equity Exchange, your trusted local destination for high-quality food products in Van Wert, Ohio. Conveniently located at 308 Bonnewitz Avenue, we pride ourselves on offering a diverse selection of fresh, nutritious, and locally-sourced foods to meet the needs of our community. Whether you're shopping for everyday essentials or special ingredients, our friendly and knowledgeable staff is here to assist you in finding exactly what you need. At Scott Equity Exchange, we are committed to supporting local farmers and producers, ensuring that our customers receive the best products while promoting sustainable practices. Visit us today and experience the difference of shopping local.

Welcome to Sonit Systems LLC, your trusted partner in professional technology solutions, located at 130 Westfield Drive, Archbold, Ohio. As an employee-owned electronics store, we proudly serve Ohio, Indiana, and Michigan, offering a comprehensive range of services designed to meet the unique needs of businesses of all sizes, including local government and not-for-profit organizations. At Sonit Systems, we specialize in a wide array of IT solutions, from cutting-edge cybersecurity services to modern storage solutions, and offer unparalleled network and computer support. Our mission is to ensure uninterrupted business services, helping you mitigate downtime risks and improve overall IT resource availability. We work closely with you to create and implement IT policies that allow your business to respond quickly and effectively to any crisis.

The Miller Realty Company is a multi-faceted institution located at 196 South Broadway in Geneva, Ohio, United States. As a general contractor, we specialize in construction and renovation projects to help bring your vision to life. Our real estate agency offers a wide range of properties for sale or rent, catering to all your housing needs. Additionally, our travel agency can assist you in planning your next vacation or business trip, ensuring a seamless and stress-free experience. Trust The Miller Realty Company for all your contracting, real estate, and travel needs.

Symmetry Advisory Solutions is a leading financial consulting firm located at 70 Birch Alley in Beavercreek, Ohio, United States. With a team of experienced professionals, Symmetry Advisory Solutions offers comprehensive financial advisory services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their experts provide personalized solutions tailored to each client's unique needs. Trust Symmetry Advisory Solutions to provide expert guidance and support on your financial journey.

Hammerman, Graf, Hughes & Company, Inc. is a trusted accounting and finance institution located at 7677 Paragon Road in Dayton, Ohio, United States. Our team is dedicated to providing comprehensive financial services to help take the stress out of running your business. Whether you need assistance with audits, reviews, tax reduction, or strategic guidance, we are here to support you every step of the way. At Hammerman, Graf, Hughes & Company, Inc., we go beyond the numbers to offer deep analysis and expert advice that will enable you to make informed business decisions. Our goal is to make your financial life work for you, so you can focus on the reasons you went into business in the first place. We understand the importance of sustainability and technology in today's business world, and we are here to help you navigate these challenges effectively.

American Tax Service is a trusted institution located at 5333 Meadow Lane Court in Sheffield, Ohio. Specializing in accounting and finance, American Tax Service is part of JL Financial Services, offering expert Income Tax Preparation. With over 20 years of tax experience, our team at American Tax and Lorain County Tax provide top-notch services to clients in Northeast Ohio. Led by Series 7 registered investment advisor representative Jason Leppla, American Tax Service also offers Retirement and Investment Planning services. Kevin Kovach, a Medicare advisor, is also part of the team, providing guidance on Medicare Supplements, Medicare Advantage Plans, and Prescription Drug Plans.

Stark Tax & Financial Services is a reputable accounting and finance institution located at 1800 Tuscarawas Street West in Canton, 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 help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Stark Tax & Financial Services for all your accounting and finance needs.

Edward Jones - Financial Advisor: Stephen Sterling, WMCP®|AAMS™ is a reputable financial institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. Specializing in wealth management and financial planning, Stephen Sterling is a highly qualified advisor who holds the designations of WMCP® and AAMS™. With a focus on personalized service and tailored financial solutions, clients can trust Edward Jones to help them achieve their financial goals and secure their financial future.

Richards & Walker, Ltd. is a reputable institution located on East High Street in Bryan, Ohio, United States. With a strong commitment to excellence, they offer a wide range of services to meet the needs of their clients. Whether you are in need of legal advice, financial planning, or business consulting, the experienced professionals at Richards & Walker, Ltd. are dedicated to providing top-notch service and support. Trustworthy, reliable, and knowledgeable, they are the go-to institution for all your professional needs in Bryan, Ohio.

Hall & Hall is a reputable law firm located at 355 East Center Street in Marion, Ohio, United States. With a team of experienced and dedicated lawyers, we provide a wide range of legal services to our clients. Our firm is committed to providing high-quality legal representation and personalized attention to each client. Whether you are facing a criminal charge, need assistance with a family law matter, or require help with estate planning, our team at Hall & Hall is here to help. Contact us today to schedule a consultation and discuss your legal needs.

Leppla Associates, Ltd. is a leading consulting firm located at 2100 South Patterson Boulevard in Dayton, Ohio. With a strong reputation for providing innovative solutions and expert advice, Leppla Associates offers a wide range of services to help businesses and organizations achieve their goals. From strategic planning and project management to financial analysis and risk assessment, their team of experienced professionals is dedicated to delivering high-quality results for their clients. Whether you are looking to streamline operations, improve efficiency, or navigate complex regulations, Leppla Associates is committed to providing the expert guidance and support you need to succeed.

Welcome to Jessica Wathen, Emerald Home Advisors LLC, your trusted partner in real estate located in the heart of Fairfield, Ohio. Situated at 1120 Hicks Boulevard, our firm is dedicated to providing exceptional real estate services to the local community and beyond. At Emerald Home Advisors LLC, we understand that buying or selling a home is more than just a transaction; it’s a life-changing experience. That’s why Jessica Wathen and her team are committed to offering personalized, professional, and attentive service tailored to meet your unique needs. With extensive knowledge of the Fairfield area and a passion for helping clients achieve their real estate goals, we ensure a seamless and stress-free process from start to finish.

Welcome to Peoples Bank, your trusted partner in financial services located at 885 South Main Street, Georgetown, Ohio. As a cornerstone of the community, we are dedicated to providing exceptional banking solutions tailored to meet the diverse needs of our customers. Whether you're looking for a reliable ATM, comprehensive banking services, or expert financial advice, Peoples Bank is here to support your financial journey. Our friendly and knowledgeable staff are committed to delivering personalized service and helping you achieve your financial goals. Visit us today and discover why Peoples Bank is the preferred choice for banking and finance in Georgetown. Your future is our priority.

Welcome to Bunch Real Estate Associates, your trusted partner in navigating the real estate landscape of Proctorville, Ohio, and beyond. Conveniently located at 8115 County Road 107, Proctorville, Ohio 45669, our agency is committed to providing exceptional service and expert guidance in all your real estate endeavors. Whether you're looking to buy, sell, or invest, our team of experienced professionals is here to ensure a seamless and rewarding experience. At Bunch Real Estate Associates, we pride ourselves on our deep local knowledge, personalized approach, and dedication to helping you achieve your real estate goals. Discover the difference with us—where your property dreams become reality.

Virgin Financial Group is a reputable insurance agency located at 4100 Horizons Drive in Upper Arlington, Ohio, United States. With a focus on providing top-notch financial services, our experienced team of professionals is dedicated to helping clients secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning, Virgin Financial Group is committed to finding the best solutions for your needs. Trust us to protect what matters most to you.

Charles Schwab is a renowned finance institution located at 6862 Liberty Plaza Drive in Liberty Township, Ohio, United States. Known for its top-notch financial services and investment advice, Charles Schwab offers a wide range of options for individuals looking to grow their wealth and secure their financial future. With a team of experienced professionals and a reputation for excellence, Charles Schwab is a trusted partner for those seeking expert guidance in the world of finance.

Ko-Advisors, LLC is a financial institution located at 6140 West Creek Road in Independence, Ohio, United States. Specializing in accounting and finance, Ko-Advisors helps clients take inventory of their current financial situation, set goals for the future, and develop a plan to achieve them. Securities are offered through Silver Oak Securities, Inc., a member of FINRA / SIPC, while advisory services are provided through United Advisors Group. Ko-Advisors, Silver Oak Securities, and United Advisors Group are separate entities and not affiliated. Take control of your financial future with Ko-Advisors, LLC.