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TOP 30 Legacy planning in Ohio
255 results found
Search for local businesses, places and services near you
Fifth Third Private Bank - Bradley Wilder
Fifth Third Private Bank - Bradley Wilder is a prestigious financial institution located at 9280 Montgomery Road in Cincinnati, Ohio, United States. With a focus on providing personalized and tailored financial solutions, the institution offers a range of services including wealth management, investment planning, and private banking. Led by Bradley Wilder, a seasoned financial expert, the institution prides itself on delivering exceptional service and expertise to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Fifth Third Private Bank - Bradley Wilder is committed to helping you achieve your financial goals.
Fifth Third Private Bank - Christopher Weingartner
Fifth Third Private Bank - Christopher Weingartner is a prestigious financial institution located at 9280 Montgomery Road in Cincinnati, Ohio, United States. With a focus on providing personalized wealth management services, Christopher Weingartner and his team offer tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or preserve your wealth for future generations, Fifth Third Private Bank is dedicated to providing expert guidance and exceptional service to meet your needs. Experience the difference of working with a trusted advisor at Fifth Third Private Bank - Christopher Weingartner.
Great Lakes Benefits and Wealth Management
Great Lakes Benefits and Wealth Management is a leading finance institution located at 347 Midway Boulevard in Elyria, Ohio, United States. Specializing in providing comprehensive financial planning and investment management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, save for your children's education, or build wealth through strategic investments, Great Lakes Benefits and Wealth Management is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial security and success.
Buzek Wealth Advisors
Buzek Wealth Advisors is a financial institution located at 15300 Pearl Road in Strongsville, Ohio, United States. Specializing in wealth management and financial planning, Buzek Wealth Advisors offers a range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or simply manage your finances more effectively, the experienced professionals at Buzek Wealth Advisors are here to help. Visit us today to see how we can assist you in reaching your financial objectives.
RBC Wealth Management Branch - Westlake
RBC Wealth Management Branch in Westlake, Ohio is a leading finance institution located at 2 Equity Way. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our team is committed to providing you with the expertise and guidance you need to make informed decisions. Visit us at our Westlake location to learn more about how we can help you secure your financial future.
V Financial Partners - Joe Milford & Jeremy Soditch
V Financial Partners, led by Joe Milford & Jeremy Soditch, is a finance institution located at 14516 Detroit Avenue in Lakewood, Ohio, United States. Specializing in wealth management, financial planning, and insurance solutions, we prioritize creating a legacy of love and financial security for our clients. Our team is dedicated to serving professional advisors and caring for our clients' finances, family, faith, and future aspirations. With a focus on Cleveland, Ohio, we provide financial planning, insurance, and wealth management services to clients across the nation. Our experienced advisors, who have personally faced loss, are committed to supporting you and your family through all life's ups and downs. We believe in the power of financial planning to help you achieve your goals and secure your future. Our comprehensive approach includes plan presentation, implementation, and ongoing review to ensure that your financial objectives are met. We partner with Ash Brokerage to offer a wide range of insurance products to suit your individual needs, complementing our mission to provide objective solutions for our clients.
Steven Frederick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Steven Frederick is a private wealth advisor at Ameriprise Financial Services, LLC located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. Steven may only conduct securities business with residents of states in which he is properly registered. The institution offers consultations to discuss financial planning concepts and help clients achieve their financial goals. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated and will be contacted soon. The institution prioritizes privacy and security for its clients.
April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC
April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. April McMain holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, April McMain is dedicated to helping clients achieve their financial goals. Additionally, April McMain is a Certified Divorce Financial Analyst, offering specialized expertise in financial issues related to divorce. With a commitment to ongoing education and professional development, April McMain is well-equipped to provide tailored financial solutions to meet the unique needs of each client.
Eric Tolbert & Associates - Ameriprise Financial Services, LLC
Eric Tolbert & Associates - Ameriprise Financial Services, LLC, located at 1422 Euclid Avenue, Cleveland, Ohio, United States, is a finance institution dedicated to helping clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, our team of Ameriprise Financial Advisors provides personalized advice to help clients achieve their financial goals in both the short and long term. With over 125 years of history, we understand the importance of building a trusting relationship with our clients to set them up for financial success. Our advisors are registered to do business in certain U.S. states and are committed to providing tailored advice to help clients reach their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or implement a financial wellness program in your workplace, our team is here to help.
MML Wealth Management - UBS Financial Services Inc.
MML Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 600 Superior Avenue in Cleveland, Ohio, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and customized financial solutions, we strive to provide our clients with the guidance and expertise needed to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, MML Wealth Management - UBS Financial Services Inc. is here to help you every step of the way.
Bank of America Private Client Advisor Jason Seifert
Bank of America Private Client Advisor Jason Seifert, located at 1375 East 9th Street in Cleveland, Ohio, is a finance institution offering personalized wealth management services. Jason Seifert, a Senior Vice President and Private Client Advisor, specializes in providing strategic advice to clients with complex financial needs. With a focus on wealth creators and their families, Jason and his team of specialists offer a range of services including investment management, trust and estate planning, banking and lending, and philanthropy. With over two decades of experience, Jason is dedicated to helping clients navigate financial challenges and capitalize on opportunities. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personalized experience. Whether you are looking to preserve wealth, plan for the future, or build philanthropic legacies, Bank of America Private Bank is dedicated to making your financial goals a priority. Please note that Jason Seifert does not provide tax or legal advice, and investing involves risk. For more information about the services offered by Bank of America Private Bank, visit their website or contact their team directly.
Fifth Third Private Bank - Thomas Partridge
Fifth Third Private Bank - Thomas Partridge is a prestigious financial institution located at 600 Superior Avenue in Cleveland, Ohio, United States. As a private bank, they offer personalized wealth management services to high-net-worth individuals, families, and businesses. With a team of experienced financial advisors led by Thomas Partridge, clients can expect tailored solutions to their financial needs, including investment management, estate planning, and retirement planning. Trust, integrity, and expertise are the hallmarks of Fifth Third Private Bank, making it a top choice for those seeking sophisticated financial services.
Michael Short - Raymond James
Michael Short - Raymond James is a reputable finance institution located at 784 Medina Road in Medina, Ohio, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
Merrill Lynch Financial Advisor Ethan Courtad
Merrill Lynch Financial Advisor Ethan Courtad is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. David, an experienced wealth management advisor, leads the Courtad Group and works on coordinating wealth management strategies for clients. Ethan, a member of the Courtad Group since 2018, brings advanced problem-solving skills to help clients achieve their goals. The team offers personalized financial strategies aligned with lifetime goals, from education funding to legacy planning. With over 54 years of experience, the multigenerational team at Merrill Lynch helps high net worth families maximize opportunities and pursue their visions. The team is committed to working closely with clients to provide clarity and vision in achieving their financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives.
Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™
Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™ is a reputable financial institution located at 3465 South Arlington Road in Akron, Ohio, United States. Specializing in providing comprehensive financial planning services, Jerome A Rieke is a Certified Private Wealth Advisor and Accredited Asset Management Specialist. With a focus on personalized wealth management strategies, clients can trust in the expertise and professionalism of Edward Jones to help them achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Jerome A Rieke and his team are dedicated to providing top-notch financial advice and guidance to clients in the Akron area.
Merrill Lynch Financial Advisor David Alan Courtad
Merrill Lynch Financial Advisor David Alan Courtad is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. David Courtad, an experienced wealth management advisor since 1986, leads the Courtad Group in coordinating wealth management strategies for clients. The team also includes Ethan, who brings engineering skills to help clients achieve their goals. The multigenerational team with 54 years of experience helps high net worth families maximize opportunities and pursue visions across generations. They offer personalized financial strategies aligned with lifetime goals, from education funding to legacy planning. The team works closely with clients to provide clarity and vision in achieving what matters most. With a dynamic and personalized approach to wealth management, they help clients navigate life's changes and financial challenges. By understanding each client's unique goals and priorities, the team develops customized investment strategies to pursue lifestyle goals in any financial environment. The Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on individual goals. With a focus on personalized service and comprehensive financial solutions, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals.
The Burt Group - Morgan Stanley
The Burt Group - Morgan Stanley is a reputable finance institution located at 4455 Dressler Road Northwest in Canton, Ohio, United States. As a part of Morgan Stanley, one of the leading financial services firms in the world, The Burt Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit The Burt Group - Morgan Stanley today for expert financial advice and services.
Mike Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mike Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest in Canton, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Mike Daugherty holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Mike Daugherty is dedicated to providing top-notch financial advice to clients. Whether you are a retiree, small business owner, or high net worth individual, Mike Daugherty can help you navigate the complexities of financial planning and investment management. Contact Mike Daugherty today to start securing your financial future.
Keister & Baker, LLC
Keister & Baker, LLC is a reputable law firm located at 124 South Market Street in Van Wert, Ohio, United States. We are dedicated to providing expert legal services in a professional and easy-to-understand manner. Whether you need assistance with personal decisions, estate planning, business formation, or real estate transactions, our experienced team is here to help. Our firm specializes in estate planning, business structuring, and assisting the agricultural community with business and estate planning needs. We offer guidance on maximizing operational and tax advantages, while also focusing on wealth maintenance and transferability. Whether you have a small or large estate, our team can help you navigate the complexities of planning for the next generation.
AlerStallings LLC
AlerStallings LLC is a reputable estate planning and elder care law firm located at 321 South Main Street, Findlay, Ohio, United States. They are dedicated to helping Ohioans preserve assets, secure care, and leave a legacy for their families. With a team of experienced attorneys who prioritize putting people first, AlerStallings LLC offers personalized services tailored to each client's unique goals and circumstances. They have assisted thousands of families in protecting assets, navigating long-term care, and avoiding probate. The firm focuses on estate planning and elder law, offering yearly review meetings and no-fee consultations to ensure that clients' plans evolve with their lives. AlerStallings LLC is committed to delivering the best possible outcomes for their clients, regardless of their background or financial status. With a reputation for excellence and a client-centered approach, they have earned the trust and appreciation of many satisfied clients. Consider attending one of their Informational Workshops to learn more about the importance of estate planning and elder care, and how AlerStallings LLC can help you secure your family's future.
Patrick Murphy: Dworken & Bernstein Co., L.P.A.
Patrick Murphy: Dworken & Bernstein Co., L.P.A. is a well-established law firm located at 60 South Park Place in Painesville, Ohio, United States. As the largest law firm in the Lake, Geauga, and Ashtabula County area, Dworken & Bernstein has been a trusted legal partner for over 60 years, serving thousands of long-standing clients. With a team of over 30 attorneys specializing in various areas of the law, Dworken & Bernstein offers comprehensive legal representation for individuals, families, and businesses. Whether you require assistance with commercial real estate, estate planning, family law, business concerns, personal injury, or employment issues, our expert legal team is equipped to handle a wide range of legal matters.
Lovett & House Co., LPA
Lovett & House Co., LPA is a trusted law firm located in Sidney, Ohio, with additional offices in Dayton, Springfield, and Fairborn. Specializing in estate planning, trusts, and probate law, our team of experienced lawyers is dedicated to helping clients protect their assets and plan for the future. Whether you need assistance with creating a comprehensive estate plan or navigating a probate matter, we are here to guide you through every step of the process. Our goal is to provide peace of mind and comfort to our clients, ensuring that their wishes are carried out and their loved ones are taken care of. Contact us today to learn more about how we can help you secure your legacy and protect your family's future.
Gudorf Law Group, LLC
Located at 8153 North Main Street in Dayton, Ohio, the Gudorf Law Group, LLC is a reputable institution specializing in accounting, finance, and legal services. With a focus on estate planning and elder law, their team of experienced attorneys have been helping individuals, families, farms, and businesses plan for the future since 1992. They offer a Family Estate & Legacy Program to assist clients in developing effective personal, financial, and estate tax plans. Additionally, they provide services such as Medicaid planning, veterans' benefits, and asset protection to ensure the protection of loved ones and assets. With satellite offices in Cincinnati, Centerville, and Troy, Ohio, the Gudorf Law Group is dedicated to helping clients achieve a secure future for themselves and their families.
Whitney Mediation & Legal Counsel, LLC
Whitney Mediation & Legal Counsel, LLC is a law firm located at 5737 Sells Mill Drive in Dublin, Ohio, United States. Specializing in estate planning, wills, trusts, probate, elder law, mediation, conflict management, and negotiation training, Denton Whitney and his team are dedicated to helping clients master their legacy. By providing personalized expertise and strategic conflict management, they ensure that clients can complete their plans fully and connect with their loved ones. Whether you need assistance with estate planning or resolving disputes through mediation, Whitney Concord is here to help you navigate the legal process with ease. Contact Whitney Mediation & Legal Counsel, LLC today to learn how they can assist you in mastering your legacy.
Sequoia Financial Group
Sequoia Financial Group, located at 5000 Horizons Drive in Columbus, Ohio, is a finance and insurance agency dedicated to serving clients across the wealth continuum. Our goal is to enrich the lives of individuals and families by helping them advance towards their chosen future. At Sequoia Financial Group, we offer comprehensive planning, robust investment capabilities, and a specialized Wealth Planning team to ensure that your financial needs are met both now and in the future. Our team of investment experts employs a data-driven approach to continuously evaluate the investment landscape and achieve results for our clients.
Zimmer Law Firm
from estate planning. Young adults, middle-aged individuals, and even children can all benefit from having a comprehensive plan in place. At Zimmer Law Firm, we believe that everyone deserves peace of mind when it comes to their assets and loved ones. Our experienced attorneys are here to guide you through the estate planning process, no matter your age or financial situation. Contact us today to schedule a consultation and start building a plan that will protect your legacy for years to come."
Gudorf Law Group, LLC
Gudorf Law Group, LLC, located at 7965 Washington Woods Drive in Ohio, United States, is a team of experienced estate planning and elder law attorneys serving individuals, families, farms, and businesses since 1992. With board-certified attorneys in Estate Planning, Trust, and Probate Law, our team offers unparalleled expertise to help clients plan for the future with peace of mind. We provide personalized estate planning services through our Family Estate & Legacy Program, as well as assistance with Medicaid planning, veterans' benefits, and asset protection. Additionally, we specialize in helping family-owned businesses, including farms, with succession planning to ensure a smooth transition and equitable treatment for heirs. If you are looking for an attorney to protect your assets and secure your family's future, contact Gudorf Law Group today. We also have satellite offices in Cincinnati, Centerville, and Troy, Ohio.
Linn Legal - Cincinnati Probate & Business Lawyer
Linn Legal is a reputable law firm located in Cincinnati, Ohio, specializing in probate and business law. Our dedicated team is committed to serving the citizens of Cincinnati through both good and challenging times. Whether you need assistance with estate planning, business transactions, or real estate matters, we are here to provide you with smart and efficient legal solutions. Led by experienced attorney Douglas Linn, our firm focuses on transactional work to help clients make successful deals and avoid costly litigation. We understand the importance of protecting your assets, passing on your legacy, and ensuring the success of your business. Contact Linn Legal today for a consultation and let us help you achieve your legal goals.
The Deliberato Law Center, LLC
The Deliberato Law Center, LLC is a compassion-driven estate planning and elder law counsel located at 6200 Rockside Road, Independence, Ohio, United States. They specialize in providing estate planning services to protect your assets for yourself and your loved ones. Their team of trusted lawyers can help you prepare the necessary documents for peace of mind and ensure that your legacy lives on for generations to come. They also offer resources on probate, long-term care, and IRA protection. If you are in need of legal assistance for estate planning or Medicaid planning, contact The Deliberato Law Center, LLC for expert advice and guidance.
Ron Koehler
Located at 3522 Manchester Road in Akron, Ohio, Ron Koehler is a trusted estate planning attorney dedicated to helping individuals secure their financial future and provide peace of mind for their loved ones. With over thirty years of experience in estate planning and probate law, Ron specializes in crafting trusts, wills, and other estate planning strategies to ensure a seamless transition for beneficiaries. His expertise in Ohio estate laws allows him to provide accurate guidance tailored to each client's specific needs. At Ron Koehler's office, clients can expect cost-effective solutions and personalized service to meet their estate planning requirements. Whether it's drafting a will, setting up a trust, or creating a Power of Attorney document, Ron and his team are committed to safeguarding your legacy and protecting your loved ones. In times of loss, their expertise in estate administration simplifies the process and relieves the administrative burden, allowing families to focus on healing and remembering their loved ones.
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