TOP 30 Legacy preservation in Independence, Ohio

178 results found

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 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 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.

Independent Financial Resources is a reputable finance institution located at 8118 Corporate Way in Mason, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or manage your wealth, we are here to help. Trust Independent Financial Resources to provide you with the expertise and resources needed to secure your financial future.

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 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.

Preservation Retirement is a finance institution located at 25111 Country Club Boulevard in North Olmsted, Ohio, United States. Our mission is to help individuals plan for and enjoy a secure retirement by providing expert financial advice and personalized retirement planning services. With a team of experienced financial advisors, we offer a range of investment options and strategies to help our clients achieve their retirement goals. Whether you are just starting to save for retirement or are already retired and looking to maximize your savings, Preservation Retirement is here to help you navigate the complexities of retirement planning and make informed decisions about your financial future. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

Kolmacic Mark J is a reputable law firm located at 26 Market Street in Youngstown, Ohio. Specializing in various legal matters, the institution is dedicated to providing top-notch legal services to its clients. With a team of experienced lawyers, Kolmacic Mark J is committed to delivering personalized and effective legal solutions. Whether you are in need of legal advice, representation, or consultation, this institution is ready to assist you with professionalism and expertise.

Square Focus Wealth Strategies is a leading financial institution located at 945 Windham Court in Boardman, Ohio, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to make informed decisions and build a solid financial foundation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Square Focus Wealth Strategies is here to help you every step of the way.

Cardinal Wealth Management is a leading financial institution located at 626 North 4th Street in Steubenville, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a comprehensive range of services to help clients build and protect their wealth. At Cardinal Wealth Management, we prioritize our clients' financial well-being and strive to provide them with the guidance and support they need to secure their financial future.

HBK Source Financial LLC is a finance institution located at 6603 Summit Drive in Canfield, Ohio, United States. We specialize in providing a wide range of financial services to individual and corporate clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Capital Wealth Group - Raymond James is a finance institution located at 5731 Shields Road in Canfield, Ohio, United States. As a part of the renowned Raymond James financial services network, Capital Wealth Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Capital Wealth Group - Raymond James is dedicated to helping you make informed decisions and build a secure financial foundation.

Darin Hasson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 965 Windham Court, Youngstown, Ohio, United States. Darin Hasson holds various 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 providing comprehensive financial solutions, Darin Hasson is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Darin Hasson is committed to providing personalized and professional financial advice to meet your unique needs.

FFG Wealth Management, LLC is a finance institution located at 135 South Main Street in Columbiana, Ohio, United States. Our team understands that no two retirements are the same, which is why we tailor our guidance to meet your specific needs. Whether you are looking for a review of your current financial situation or a retirement plan that will last for the next 30-plus years, we have the experience and knowledge to guide you through the process. If you are nervously nearing retirement, we have compiled a list of do's and don'ts to help keep you on track. Additionally, we offer a guide on how to create income in retirement, addressing common misconceptions about annuities. As an independent firm, we can help you develop a custom financial strategy using a wide array of products and services to meet your specific needs, no matter how close you are to retirement.

Baird Private Wealth Management is a leading finance institution located at 200 Public Square in Cleveland, Ohio, United States. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, Baird Private Wealth Management provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Baird Private Wealth Management can help you secure your financial future.

Appalachian Capital Management Ltd. is a finance institution located at 51461 Jennifer Lane in Saint Clairsville, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial management services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management solutions, we are here to help you achieve your financial goals. Trust Appalachian Capital Management Ltd. to provide you with personalized and comprehensive financial services to secure your financial future.

Commonwealth Financial Services is a leading finance institution located at 166 South Main Street in Woodsfield, Ohio, United States. With a strong reputation for providing expert financial advice and services, Commonwealth Financial Services is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced team of professionals is dedicated to providing personalized solutions to meet your unique needs. Visit us today to discover how Commonwealth Financial Services can help you secure a more stable financial future.

Morgan Stanley Financial Advisors is a reputable finance institution located at 545 Metro Place South in Dublin, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, our team is here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with expert guidance and support in navigating the complex world of finance.

Merrill Lynch Financial Advisor McKenzie Allen is a finance institution located at 294 Front Street, Marietta, Ohio, United States. The institution focuses on managing your wealth by creating flexible strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, McKenzie Allen can help you pursue personalized wealth management strategies. As a dedicated financial advisor, McKenzie Allen believes in building long-lasting relationships with clients by understanding their priorities and goals. By providing personalized financial plans and regular check-ins to discuss any changes in your life or financial situation, McKenzie Allen aims to help you achieve your financial aspirations. With a focus on personalized service and comprehensive financial solutions, McKenzie Allen is committed to helping you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor McKenzie Allen to start designing a customized investment approach to address your needs and reach your financial goals.

Heritage Financial & Investment Services, LLC is a reputable finance institution located at 117 North Main Street in Woodsfield, Ohio, United States. With a strong commitment to providing top-notch financial and investment services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Heritage Financial & Investment Services, LLC is here to offer personalized solutions tailored to your individual needs. Trust us to provide sound financial advice and strategic investment opportunities to help you build a secure financial foundation. Visit us today to learn more about how we can help you achieve financial success.

Edward Jones - Financial Advisor: Dudley F Cramer, AAMS™, located at 169 West Main Street in Saint Clairsville, Ohio, is a trusted financial institution specializing in personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, Dudley F Cramer, AAMS™, provides expert financial advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is dedicated to helping you make informed decisions for a secure financial future.

Bespoke Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 4010 Main Street, Hilliard, Ohio, United States. Our team of Ameriprise financial advisors are individually registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we will discuss what is most important to you, offering an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Please refer to our website for important disclosures, rules, and regulations. We appreciate the opportunity to assist your friends and family members with their financial needs. Feel free to let them know that we will be in touch soon. Trust in Ameriprise Financial Services, LLC, a member of FINRA and SIPC, for all your financial planning needs.

John E. Sestina & Company is a reputable finance institution located at 204 Front Street in Marietta, Ohio, United States. With a strong focus on providing expert financial advice and services, the company is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, the experienced team at John E. Sestina & Company is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and client-focused, this institution is a trusted partner in helping you secure your financial future.

Ryan Sopko: Primerica - Financial Services is a reputable finance and insurance agency located at 3601 West Alexis Road in Toledo, Ohio. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Ryan Sopko and his team are dedicated to helping clients achieve their financial goals. Visit their office today to learn more about their services and how they can assist you in managing your finances effectively.

Glaser Retirement Strategies is an independent insurance brokerage located at 1058 Canton Road, Akron, Ohio, United States. Specializing in wealth distribution and protection for retirement needs, Ken and Lisa have over 40 years of combined experience in life and health insurance. They can assist with signing up for Medicare and Social Security benefits locally. The goal of Glaser Retirement Strategies is to educate clients so they can make informed decisions about their retirement. They work to help clients maintain income levels and leave a legacy for their beneficiaries. Monthly meetings are held to discuss Medicare and Social Security needs, and financial plans are tailored to individual goals and objectives. It is never too early to start planning for your future with Glaser Retirement Strategies.

Baker Financial Group is a leading finance institution located at 117 West Wyandot Avenue in Upper Sandusky, Ohio, United States. With a team of experienced professionals, Baker Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Baker Financial Group is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

John Hancock Life Insurance Co is a reputable insurance agency located at 9545 Kenwood Road in Blue Ash, Ohio, United States. With a strong reputation for providing reliable and comprehensive life insurance policies, John Hancock Life Insurance Co is committed to helping individuals and families protect their financial future. Their experienced agents are knowledgeable and dedicated to finding the best coverage options for their clients. Whether you are looking for term life insurance, whole life insurance, or other insurance products, John Hancock Life Insurance Co is a trusted provider that you can rely on.

The Glass Pavilion, located at 2444 Monroe Street in Toledo, Ohio, is a museum and tourist attraction that continues the Toledo Museum of Art’s legacy as a home for artists who create with glass. The Glass Studio within the Pavilion serves as a space for local glass artists, offers demonstrations for visitors, provides Master Classes in glass making, and hosts the GAPP Residency program. Since its opening in 2006, the Glass Pavilion has combined its role as the home of a world-class glass collection with a working glass studio rooted in Toledo's history. The Studio Glass Movement, which began in Toledo in 1962, has a significant influence on the contemporary glass community.

Collins & Guilford Wealth Advisors, LLC is a premier finance institution located at 164 East West High Street in Hicksville, Ohio, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Collins & Guilford Wealth Advisors, LLC offers comprehensive financial solutions tailored to each individual's needs. Trustworthy and reliable, this institution is dedicated to helping clients build and protect their wealth for a secure financial future.

Beyond Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 133 North Court Street in Ottawa, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in select U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and support. Clients can visit our website for important disclosures, rules, and regulations, as well as information on privacy and security. As a member of FINRA and SIPC, we strive to help friends and family members of our clients reach their financial aspirations. We look forward to connecting with your referrals and assisting them in their financial journey.