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TOP 30 Legacy planning in Ohio
221 results found
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Legacy Family Dentistry
Legacy Family Dentistry is a trusted dental institution located at 47301 National Road West in Saint Clairsville, Ohio. Our dedicated team of professionals is committed to providing top-quality dental care for the whole family. From routine cleanings to advanced procedures, we strive to create a comfortable and welcoming environment for our patients. With a focus on preventative care and patient education, Legacy Family Dentistry aims to help you achieve and maintain a healthy and beautiful smile. Visit us today and experience the difference that personalized care and attention can make for your dental health.
Bridge Legacy Consulting
Bridge Legacy Consulting is a premier consulting firm located at 508 Smith Avenue in Dalton, Ohio, United States. Our team of experienced consultants are dedicated to helping individuals and organizations build a lasting legacy through strategic planning, leadership development, and innovative solutions. With a focus on bridging the gap between the present and the future, we work closely with our clients to create customized strategies that drive success and growth. Whether you are looking to enhance your personal brand or improve your business operations, Bridge Legacy Consulting is here to guide you every step of the way. Contact us today to learn more about how we can help you leave a lasting impact.
The Legacy Council
The Legacy Council (TLC) is a highly reputable insurance agency located in Loveland, Ohio, United States. Owned by the father-son team of Jack and Justin Seitz, TLC is accredited by the Better Business Bureau with an A rating. With a combined 37 years of experience, Jack and Justin are licensed Insurance Advisors who specialize in advising clients on their Insurance and Retirement Planning needs. They assist pre-retirees and retirees with Medicare Benefits, Social Security & Retirement Planning, Life Insurance, Long Term Care, and Health Insurance. Their ultimate goal is to help clients build and preserve their "Legacy."
Legacy Benefit Solutions
Legacy Benefit Solutions is a leading health and insurance agency located at 7588 Central Parke Boulevard in Mason, Ohio, United States. We specialize in providing comprehensive and personalized benefit solutions to individuals and businesses. Our team of experts is dedicated to helping our clients navigate the complex world of health and insurance, ensuring they have the coverage they need to protect their legacy. Contact us today to learn more about how Legacy Benefit Solutions can help you secure your future.
Life and Legacy Insurance and Wealth Preservation
Life and Legacy Insurance and Wealth Preservation is a trusted insurance agency located at 398 West Bagley Road in Berea, Ohio, United States. Specializing in providing comprehensive insurance solutions and wealth preservation strategies, our team of experienced professionals is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or estate planning services, we are committed to offering personalized guidance and tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you safeguard your legacy for generations to come.
Legacy Smokehouse
Legacy Smokehouse, located at 3987 Main Street in Hilliard, Ohio, is a must-visit for all BBQ lovers. Whether you're planning a birthday party, office function, baby shower, family reunion, anniversary, or any special occasion, Legacy Smokehouse has got you covered. The award-winning food, slow-smoked to perfection, will leave you wanting more. With a modern farmhouse vibe, spacious dining area, and a great patio for outdoor seating, the atmosphere at Legacy Smokehouse is welcoming and vibrant. The menu at Legacy Smokehouse features old classics as well as new items, bringing a taste of Central Texas to Central Ohio. The brisket, pork, smoked Mac and Cheese, and a variety of sauces are all highly recommended by satisfied customers. The casual BBQ joint also offers Beef Ribs on Saturdays, which are a must-try.
Legacy Group Planning
Legacy Group Planning, located at 315 North Elizabeth Street in Lima, Ohio, is a finance institution dedicated to helping members plan for retirement and secure their financial future. Our team strives to create straightforward retirement strategies tailored to the individual needs of each member, focusing on protecting their principal and providing reasonable returns over time. We offer products such as fixed index annuities and life insurance policies to help our members achieve their financial goals. With a commitment to loyalty and personalized service, Legacy Group Planning works to safeguard the assets that our members and their loved ones have worked hard to build. Our experienced team, including Kim Allen and Scott Allen, is licensed to provide insurance services in Ohio. Please note that this website is for informational purposes only and does not constitute a solicitation for products or investments. Consult with a legal or tax professional for personalized guidance on your financial situation.
Legacy Financial Partners
Legacy Financial Partners is a leading finance institution located at 3454 Oak Alley Court in Toledo, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Legacy Financial Partners is committed to helping individuals and businesses secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Legacy Group Planning
Legacy Group Planning, located at 1590 Albon Road in Holland, Ohio, is a finance institution dedicated to helping members plan for retirement and preserve their financial security during their golden years. Our team works tirelessly to create retirement strategies that are simple, straightforward, and tailored to the individual needs of our members. We prioritize loyalty to our members and go above and beyond to protect the assets they have worked hard to build over a lifetime. At Legacy Group Planning, we understand that a sustainable retirement income is crucial for retirees. That's why we focus on protecting your principal and helping you choose the right retirement strategy to prevent financial losses. Whether it's through fixed index annuities, life insurance policies, or other products, we aim to provide reasonable rates of return over time while safeguarding your hard-earned money.
Legacy Capital Advisors LLC
Legacy Capital Advisors LLC is a finance institution located at 732 West Market Street in Tiffin, Ohio, United States. We specialize in providing expert financial advice and services to help our clients achieve their long-term financial goals. Our team of experienced advisors are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Legacy Capital Advisors LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial legacy.
I-MaX Legacy TaX & Financial Services
I-MaX Legacy TaX & Financial Services is a reputable accounting and finance institution located at 8361 North Main Street in Dayton, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to providing top-notch services and personalized solutions sets them apart in the industry. Trust I-MaX Legacy TaX & Financial Services for all your accounting and financial needs.
Axim Planning & Wealth Management
Axim Planning & Wealth Management is a leading finance institution located at 4 Sycamore Creek Drive in Springboro, Ohio, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Axim Planning & Wealth Management offers personalized strategies tailored to your individual needs. Trustworthy, reliable, and dedicated to your financial success, Axim Planning & Wealth Management is the go-to institution for all your financial planning needs.
Wilks Wealth Planning - Raymond James
Wilks Wealth Planning - Raymond James is a finance institution located at 1034 Main Street in Milford, Ohio, United States. Our team of experienced financial advisors provides personalized wealth planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or build a diversified portfolio, we are here to help. With a focus on long-term financial success, we offer tailored solutions to meet your individual needs. Contact us today to schedule a consultation and start planning for a secure financial future.
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.
The Estate Planning Team, Inc.
The Estate Planning Team, Inc. is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. Specializing in estate planning services, our team of professionals is dedicated to helping clients create and protect their financial legacies for future generations. With a focus on personalized solutions and expert guidance, we strive to ensure that our clients' assets are managed and distributed according to their wishes. Trust The Estate Planning Team, Inc. to provide comprehensive and reliable financial planning services tailored to your individual needs.
Legacy Financial Associates
Legacy Financial Associates is a leading finance institution located at 5171 Wallings Road in North Royalton, Ohio, United States. With a team of experienced financial professionals, Legacy Financial Associates offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, Legacy Financial Associates is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Legacy Financial Advisors LLC
Legacy Financial Advisors LLC is a financial institution located at 3401 Enterprise Parkway in Beachwood, Ohio, United States. Specializing in accounting and finance, we are dedicated to serving your best interests above all else. Our team of experts is committed to providing personal financial advice that empowers you to take control of your financial future. With certifications including CPA, CFP®, and Certified Mutual Fund Specialist, we offer a range of services including retirement planning, portfolio construction, estate planning, and more. At Legacy Financial Advisors, we strive to help you achieve your goals despite external market forces. Contact us today at bcamaglia@lfafeeonly.com to learn more about how we can assist you in securing your financial security.
Dorman Legacy Advisors
Dorman Legacy Advisors is a reputable finance institution located at 1093 Medina Road in Medina, Ohio, United States. With a team of experienced advisors, they offer personalized financial planning and investment services to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Dorman Legacy Advisors can provide expert guidance and solutions tailored to your unique needs. Trustworthy and dedicated, they are committed to helping clients secure a prosperous financial future.
New Legacy Financial Group
New Legacy Financial Group is a reputable finance institution located at 133 South Milton Street in Smithville, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with investments, retirement planning, or wealth management, our experts are here to provide personalized solutions tailored to your specific needs. Trust New Legacy Financial Group to guide you towards a prosperous financial future.
Legacy Retirement Advisors
Legacy Retirement Advisors is a leading finance institution located at 4329 Cleveland Road in Wooster, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for a secure and prosperous retirement. We offer personalized financial planning services, investment management, and retirement income strategies to help our clients achieve their long-term financial goals. At Legacy Retirement Advisors, we are committed to providing expert guidance and exceptional service to ensure our clients have a successful and worry-free retirement.
Legacy Wealth Management Group - Morgan Stanley
Legacy Wealth Management Group - Morgan Stanley is a leading finance institution located at 4455 Dressler Road Northwest in Canton, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or looking to grow your investments, Legacy Wealth Management Group - Morgan Stanley is here to help you secure your financial future.
Legacy Strategic Asset Management of Wells Fargo Advisors
Legacy Strategic Asset Management of Wells Fargo Advisors is a leading finance institution located at 1891 Georgetown Road in Hudson, Ohio, United States. As a part of Wells Fargo Advisors, they provide expert financial planning and investment management services to help clients achieve their long-term financial goals. With a focus on building and preserving wealth for future generations, Legacy Strategic Asset Management offers personalized strategies tailored to each client's unique needs and objectives. Their team of experienced professionals is dedicated to delivering top-tier financial solutions and exceptional customer service.
3Sixty Legacy Financial Group - Ameriprise Financial Services, LLC
3Sixty Legacy Financial Group - Ameriprise Financial Services, LLC, located at 11145 Reading Road, Cincinnati, Ohio, United States, is a finance institution dedicated to helping individuals get closer to their retirement goals. By answering a few questions specific to your life stage, you can receive personalized advice to reach your financial goals. The institution's unique discovery process delves into the financial and emotional details of your life to develop deeply personalized life strategies for you and your family. With a focus on reducing financial uncertainty and increasing financial predictability, the institution aims to offer you more time to enjoy the things you love with the people you love. Ameriprise financial advisors are registered in certain U.S. states and provide personalized advice to help you navigate the complexities of financial planning. The institution also offers consultations to discuss what's most important to you and provides important disclosures and regulations on their website. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and they appreciate the opportunity to help friends and family achieve their financial goals.
3 Point Legacy Advisors - UBS Financial Services Inc.
3 Point Legacy Advisors - UBS Financial Services Inc. is a renowned finance institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. Specializing in providing comprehensive financial planning and wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure a lasting legacy for future generations. With a focus on personalized solutions and expert guidance, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, 3 Point Legacy Advisors is committed to providing the highest level of service and support. Contact us today to learn more about how we can help you secure your financial future.
The Legacy Group - UBS Financial Services Inc.
The Legacy Group - UBS Financial Services Inc. is a prestigious financial institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. With a strong legacy of providing top-notch financial services, they specialize in wealth management, investment advisory, and financial planning for individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Legacy Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards financial success.
Legacy Investment Group, LLC
Legacy Investment Group, LLC is a reputable finance institution located at 4067 Whipple Avenue Northwest in Canton, Ohio, United States. With a focus on providing expert financial advice and investment services, Legacy Investment Group, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, this institution offers a wide range of financial services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Investment Group, LLC is committed to providing top-notch financial solutions and personalized service.
Legacy Law Group
Legacy Law Group is a reputable law firm located at 27121 Oakmead Drive in Perrysburg, Ohio. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including estate planning, probate, and elder law, we strive to help individuals and families plan for the future and protect their assets. Whether you need assistance drafting a will, navigating the probate process, or establishing a trust, our skilled attorneys are here to guide you every step of the way. Trust Legacy Law Group to provide you with personalized and professional legal representation.
Gift Planning
Gift Planning is a leading institution located at 1105 Elm Street in Cincinnati, Ohio, United States. We specialize in helping individuals and organizations create thoughtful and strategic plans for giving back to their communities. Our team of experts provides personalized guidance on charitable donations, estate planning, and financial philanthropy to ensure that your gifts make a lasting impact. Whether you are looking to support a specific cause, maximize your tax benefits, or leave a legacy for future generations, Gift Planning is here to help you achieve your philanthropic goals. Visit us today to start planning your gift for a better tomorrow.
Legacy Law Firm, LLC
Legacy Law Firm, LLC is a reputable lawyer institution located at 2020 Front Street in Cuyahoga Falls, Ohio, United States. With years of experience and a strong commitment to providing top-notch legal services, Legacy Law Firm, LLC is dedicated to helping clients navigate through complex legal matters with ease. Their team of skilled attorneys specialize in a wide range of practice areas, including estate planning, probate, family law, and more. Clients can trust Legacy Law Firm, LLC to provide personalized and professional legal representation to help them achieve their goals and protect their legacy.
Gift Planning
Gift Planning is a nonprofit organization located at 6616 Beechmont Avenue in Cincinnati, Ohio. Our mission is to help individuals and families create a plan for charitable giving that aligns with their values and financial goals. Our team of experts offers personalized guidance and support to help donors make informed decisions about their philanthropy, including strategies for maximizing tax benefits and leaving a lasting legacy. Whether you are interested in setting up a donor-advised fund, making a planned gift, or exploring other charitable giving options, Gift Planning is here to help you make a meaningful impact in your community and beyond. Contact us today to learn more about how you can support the causes you care about most.
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