TOP 30 Legal planning in Cincinnati, OH
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McCarley & Cook
McCarley & Cook is a reputable finance institution located at 6910 Miami Avenue in Cincinnati, Ohio, United States. With a team of experienced professionals, they provide a range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Their personalized approach and commitment to excellence have earned them a strong reputation in the industry. Whether you are looking to grow your wealth or secure your financial future, McCarley & Cook is dedicated to helping you achieve your goals.
Susan Bennett - Thrivent
Susan Bennett - Thrivent is a finance institution located at 4055 Executive Park Drive, Cincinnati, Ohio, United States. They offer comprehensive financial guidance to help individuals confidently plan for their future. Specializing in serving those 5-10 years from retirement, Susan Bennett helps clients create a plan to transition into their next chapter with confidence. Their approach focuses on developing goals and creating a thoughtful financial strategy to help clients live the life they desire. While money is seen as a tool to attain goals rather than the end goal itself, Susan Bennett also helps clients maximize their legacy and generosity in the Greater Cincinnati area. Serving areas such as Sharonville, Colerain, Loveland, Mason, Liberty Township, and the entire Tri-State Area, Susan Bennett provides financial guidance and tax efficiency planning to help clients achieve their financial objectives.
Merrill Lynch Financial Advisor John Payton
Merrill Lynch Financial Advisor John Payton, located at 5905 East Galbraith Road in Cincinnati, Ohio, offers personalized financial planning services to help clients achieve their goals. With a team of experienced professionals and access to global resources, John Payton focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can receive a customized plan centered on their goals and aspirations. John Payton believes in understanding each client's unique needs and priorities to create a tailored financial approach. By asking thoughtful questions and listening carefully, he helps clients design and implement a personalized plan to pursue their financial goals while managing investment risk. Whether it's planning for retirement, saving for a child's education, or passing wealth to future generations, John Payton works with clients to develop strategies that align with their life priorities.
Carroll Financial
Carroll Financial is a finance institution located at 2142 Alpine Place in Cincinnati, Ohio, United States. Specializing in divorce advisors and financial planning in Cincinnati and Northern Kentucky, Bob Carroll CPA, CFP®, CFDA™ works with clients to provide expert financial guidance. While Carroll Financial does not replace the need for an attorney, Bob collaborates with legal counsel to ensure seamless service for clients. Terry Savage, author and personal financial columnist, emphasizes the importance of couples discussing money together in a podcast featuring Bob Carroll. Recently, The Scout Guide Cincinnati interviewed Bob Carroll to gain his insight during these uncertain times. Visit Carroll Financial for comprehensive financial services and expert advice."
Raftelis
Raftelis is a strategic planning and consulting institution located at 19 Garfield Place in Cincinnati, Ohio, United States. Specializing in providing training for local government and utility professionals, Raftelis helps organizations improve their efficiency and quality of service to the community they serve. With a focus on data-driven insights and monitoring, Raftelis offers custom solutions to help organizations meet their goals while maintaining financial sustainability. Raftelis also offers services such as executive search and recruitment, rate studies, communications and stakeholder engagement, and economic analytics to help organizations plan for long-term sustainability and operate with maximum efficiency. By focusing on the people who make local governments and utilities successful, Raftelis aims to strengthen organizations for the communities they serve.
predictive resources
Predictive Resources, located at 210 Coldstream Club Drive in Cincinnati, Ohio, is a leading management consulting firm specializing in longevity, financial, IT, life insurance, and expert witness services. With a decade of experience, we offer tailored guidance to help businesses drive growth and achieve strategic objectives. Our team of full-time actuaries provides accurate life expectancy estimates to support risk assessment and financial planning decisions. We also offer expert witness testimony services and medical record summaries for legal proceedings and workflow efficiency. Our unique approach and commitment to excellence have made us a trusted partner in the industry. Founded by Vince Granieri in 2013, Predictive Resources remains dedicated to providing sound analytics and innovative solutions to our valued clients. Trust us to unlock new opportunities, optimize processes, and achieve your business goals with confidence.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 312 Walnut Street in Cincinnati, Ohio, is a reputable finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives.
Merrill Lynch Financial Advisor Olivia Phillips
Merrill Lynch Financial Advisor Olivia Phillips, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, is a trusted finance institution with over 15,000 advisors nationwide. Their team of professionals help clients achieve their desired lifestyles through personalized financial planning. Services offered include investment advisory, asset allocation, and insurance products. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with appropriate professionals before making financial decisions. The institution is a registered broker-dealer and investment adviser, offering a broad range of services to meet clients' needs. With a focus on client relationships, Merrill Lynch strives to provide valuable information and services to help clients reach their financial goals.
Concentric Wealth Management
Concentric Wealth Management, located at 901 Adams Crossing in Cincinnati, Ohio, is dedicated to helping professionals like you build wealth for retirement. Our firm offers personalized wealth management solutions, including retirement and estate planning, investing, insurance, and wealth preservation. We work closely with our clients to create customized financial plans, set clear goals, and provide the tools and guidance needed to achieve and protect their hard-earned assets. Our team of wealth management experts is ready to partner with you today. Please note that Avantax affiliated advisors may only conduct business with residents of certain states, and not all investments and services are available in every state. Securities are offered through Avantax Investment ServicesSM, Member: FINRA, SIPC, and investment advisory services are offered through Avantax Advisory ServicesSM. Insurance services are offered through Avantax Insurance AgencySM. Please consult legal or tax professionals for specific advice regarding your individual situation. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with Concentric Wealth Management, LLC. For more information, please check the background of our financial professionals on FINRA's BrokerCheck.
Ross Hambleton
Ross Hambleton is a finance institution located at 3825 Edwards Road in Cincinnati, Ohio. At Ross Hambleton, we understand that life's grandest visions require thoughtful plans, which is why we are dedicated to meeting the dynamic needs of each client at every stage of wealth. Our team provides solutions to your unique challenges while offering an elevated level of service. Empower your decision-making with expert guidance at Ross Hambleton. We offer seamless financial management for your family and future, convening our network to deliver a full suite of financial solutions. Our goal is to ensure stability for today and your family's future, helping you invest intelligently in your community.
Autumn Moore - Thrivent
Autumn Moore - Thrivent is a finance institution located at 3825 Edwards Road, Cincinnati, Ohio, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
Bank of America Private Client Advisor Frank Nicholas Hotze
Bank of America Private Client Advisor Frank Nicholas Hotze, located at 312 Walnut Street in Cincinnati, Ohio, is a premier finance institution offering personalized wealth management services. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team of talented and experienced individuals dedicated to building strong client relationships based on trust and personal experience. Our team takes the time to listen and learn about you and your family before creating strategies to meet your needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources to achieve financial objectives. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, our commitment is to make your goals our priority. We pride ourselves on our history of serving clients' best interests and value innovation in a constantly transforming world. By providing disciplined financial strategies and a bridge across generations, we help clients anticipate and respond to evolving markets and financial complexities. Please note that leaving the Bank of America Private Bank's website will direct you to FINRA'S BrokerCheck. For legal, tax, or accounting advice, consult your advisors before making any financial decisions. Invest with caution, as there is always the potential of losing money.
Merrill Lynch Financial Advisor Christopher L Sprenkle
investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Past performance is not indicative of future results. Asset allocation, diversification, and rebalancing strategies do not ensure a profit or protect against loss in declining markets. Merrill Lynch Financial Advisor Christopher L Sprenkle, located at 312 Walnut Street, Cincinnati, Ohio, United States, is dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With a team of experienced professionals supported by the global resources of Merrill, the institution offers services tailored to each client's unique needs. From retirement planning to wealth management, the Sprenkle Wealth Management Group is committed to building strong client relationships based on trust and personalized service. Consultation with legal and tax advisors is recommended before making any financial decisions.
The Lyon Group
The Lyon Group is a finance institution located at 4357 Ferguson Drive, Cincinnati, Ohio, United States. They are dedicated to serving professional advisors and helping individuals clarify their financial goals, stay on track, and make a plan. With over 70 years of experience, they have been helping professionals, families, and businesses navigate financial complexity. The institution focuses on integrating all components of a client's financial life into one clear picture, ensuring loved ones are secure with insurance and estate planning strategies, and developing investment plans tailored to individual goals and values. They emphasize that true wealth is more than just money and strive to understand each client's core values.
Merrill Lynch Financial Advisor Elizabeth C Armitage
Merrill Lynch Financial Advisor Elizabeth C Armitage is a finance institution located at 7796 Montgomery Road, Suite 200, Cincinnati, Ohio in the United States. They believe in helping clients achieve their financial goals by discussing aspirations, addressing concerns, and providing personalized advice. Whether it's planning for retirement, saving for college, or managing future expenses, they work with clients to develop a financial approach tailored to their needs. The team at Merrill Lynch combines investment insights with banking convenience from Bank of America to offer comprehensive financial solutions. They prioritize building strong client relationships based on trust and personalized service. Advisors at Merrill Lynch have been recognized for their exemplary client service by publications such as Forbes and Barron's. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. By regularly reviewing and updating financial approaches, they aim to help clients stay on track and adapt to changes in their lives and the financial markets. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. They provide the latest investment insights, tips, and strategies to help clients achieve their financial goals. Please note that investing involves risk, and clients should consult their legal and tax advisors before making any financial decisions.
David Eickman - Thrivent
David Eickman - Thrivent is a finance institution located at 7654 Glenover Drive, Cincinnati, Ohio, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Merrill Lynch Financial Advisor Drew Grombala
Merrill Lynch Financial Advisor Drew Grombala, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, specializes in helping corporate executives and business owners achieve meaningful outcomes through funded contentment. The team at Merrill Lynch understands that wealth holds a unique meaning for each client, and they are dedicated to defining and developing a results-based roadmap tailored to individual missions. Offering fiduciary services through Merrill’s Investment Advisory Program, the team adds value by assisting with executive compensation, multi-generational wealth planning, and more. The Cottrell Group, part of Merrill Lynch, focuses on serving executives and senior leadership of publicly-traded and private companies across the Midwest, particularly in the Tri-State area. Specializing in executive compensation, estate planning, and wealth management, the team integrates with other professionals such as attorneys and accountants to provide comprehensive financial strategies. With a streamlined process that includes an action plan and retirement readiness test, the team aims to help clients achieve their financial goals.
THE GO TO NOTARY
THE GO TO NOTARY is a reputable financial institution located at 300 East Business Way in Cincinnati, Ohio, United States. Our experienced notaries are dedicated to providing efficient and reliable notary services for all your financial needs. Whether you require notarization for loan documents, contracts, or any other legal forms, our team is here to assist you. Trust THE GO TO NOTARY for all your notarization needs in the Cincinnati area.
Cincy Tax & Notary Professionals LLC
Cincy Tax & Notary Professionals LLC is a reputable accounting and finance institution located at 22 Triangle Park Drive in Cincinnati, Ohio. With a team of skilled professionals, they provide a wide range of tax preparation and notary services to individuals and businesses in the area. Whether you need assistance with filing your taxes or require notarization services, Cincy Tax & Notary Professionals LLC is dedicated to providing reliable and efficient solutions to meet your financial needs. Trust in their expertise and personalized approach to ensure your financial affairs are in order.
Finney Law Firm, LLC
Finney Law Firm, LLC is a reputable law firm located in Cincinnati, Ohio. Specializing in a wide range of legal services, their team of experienced lawyers are dedicated to providing top-notch representation to their clients. Whether you are in need of assistance with estate planning, real estate transactions, business law, or any other legal matter, Finney Law Firm, LLC is here to help. With a commitment to excellence and a track record of success, you can trust this institution to handle your legal needs with professionalism and expertise. Visit them at 4270 Ivy Pointe Boulevard to learn more about their services and how they can assist you.
Joshua M Stolly
Joshua M Stolly is a law firm located at 302 South Main Street in Marysville, Ohio, United States. Specializing in general business and corporate law, commercial and residential real estate, municipal law, creditor rights, and estate planning, Josh Stolly provides clients with sound advice to solve problems and achieve objectives. With services including entity selection and maintenance, contract negotiation, financial capitalization, and buy-sell agreements, clients benefit from his extensive experience in real estate matters such as sales, acquisitions, and leasing. As the elected Law Director for the City of Bellefontaine since January 2016, Josh also serves as general counsel to advise on legal issues and prosecutes over 11,000 cases annually. With a background as a financial analyst for Fifth Third Bank in Cincinnati, Ohio, Josh Stolly brings a unique perspective to his legal practice, helping clients maximize opportunities and minimize risks.
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.
Treleven & Klingensmith
Treleven & Klingensmith is a renowned law firm located at 421 South Locust Street in Oxford, Ohio, United States. Voted as the best law firm in Cincinnati for three consecutive years, our dedicated team of attorneys is committed to providing high-level legal representation while caring for our clients like family. With diverse backgrounds and expertise in areas such as personal injury, business consultation, estate planning, and family law, our attorneys are here to help with all your legal needs. Available 24/7, we ensure you are connected with the right attorney for your specific case. Our goal is not only to fight for your rights in the courtroom but also to protect your interests and well-being outside of it. Client testimonials rave about our attorneys' passion, knowledge, and dedication to achieving successful outcomes. Serving clients in Cincinnati, Oxford, and surrounding areas, Treleven & Klingensmith is here to provide top-notch legal representation for all your needs.
Richardson & Associates
Richardson & Associates is a reputable accounting and finance institution located at 427 Appaloosa Court in Cincinnati, Ohio, United States. With a team of highly skilled professionals, they provide expert financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment advice, Richardson & Associates is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and experienced, they are committed to delivering top-notch service to their clients. Contact Richardson & Associates today for all your accounting and finance needs.
Elliott Stapleton, Attorney with CMRS Law
Elliott Stapleton, Attorney with CMRS Law, located at 123 Boggs Lane, Cincinnati, Ohio, United States, offers a range of legal services including Business Formation, Commercial Transactions, Estate Planning, Probate, and Trust Administration. Elliott works closely with individual clients to create clear and concise estate plans to protect their assets. He also provides advice to business owners on maintaining legally sound businesses, protecting intellectual property, and creating customized agreements for commercial and technology transactions. Most legal services are offered at flat rates tailored to each client's specific goals. Elliott offers video consultations and signings for client convenience. He provides guidance on estate planning, probate, trust administration, and asset protection, helping clients develop the best planning based on their family's goals. Elliott also offers insights on various legal topics through articles, summaries, and checklists. With a background in business law, Elliott advises management on entity selection, contract creation, intellectual property protection, and risk management. He also provides outside general counsel to businesses of all sizes, from start-ups to established companies. Elliott's expertise in estate planning, probate, and business law is supported by his experience working with multinational corporations and the Internal Revenue Service. With a Juris Doctorate from the University of Louisville School of Law, Elliott is dedicated to helping clients navigate complex legal matters to achieve their goals.
Daugherty Law LLC
Daugherty Law LLC is a reputable legal firm located at 8686 Winton Road in Cincinnati, Ohio. Specializing in various areas of law, the experienced team at Daugherty Law LLC provides expert legal advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Daugherty Law LLC is dedicated to helping you navigate the legal system with confidence. Trustworthy and reliable, this law firm is committed to delivering high-quality legal services to clients throughout Ohio.
The Law Office of Shawn M Stepleton
The Law Office of Shawn M Stepleton is a reputable legal institution located at 2859 Banning Road in Cincinnati, Ohio. Specializing in various areas of law, Shawn M Stepleton offers expert legal counsel and representation to clients in need of professional guidance. With a strong commitment to upholding justice and advocating for the rights of individuals, this law office is dedicated to providing top-notch legal services to the community. Whether you are facing a personal injury case, criminal charges, or need assistance with estate planning, Shawn M Stepleton and his team are here to help navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact The Law Office of Shawn M Stepleton today for a consultation to discuss your legal needs.
Olivia K. Smith, Attorney at Law
Olivia K. Smith, Attorney at Law is a reputable legal institution based in Cincinnati, Ohio. Located at 123 Boggs Lane, the firm is known for providing expert legal services in various areas of law. With a focus on personalized attention and tailored solutions, Olivia K. Smith is dedicated to advocating for her clients' best interests. Whether you are in need of representation for a criminal defense case, family law matter, or estate planning, Olivia K. Smith, Attorney at Law is committed to providing top-notch legal representation. Contact the firm today to schedule a consultation and learn how they can help with your legal needs.
Dever Law Firm
Dever Law Firm is a reputable finance and legal institution located at 9146 Cincinnati Columbus Road in Ohio, United States. Specializing in providing expert legal services, the firm is committed to helping clients navigate complex financial and legal matters with professionalism and integrity. With a team of experienced lawyers, Dever Law Firm offers personalized solutions tailored to meet the individual needs of each client. Whether you are seeking assistance with estate planning, business law, or any other legal matter, Dever Law Firm is dedicated to delivering top-notch service and achieving the best possible outcomes for their clients.
DeBra Law, LLC
DeBra Law, LLC is a reputable law firm located at 4015 Executive Park Drive in Cincinnati, Ohio. Specializing in providing legal services, DeBra Law, LLC is dedicated to assisting clients with their legal needs in a professional and efficient manner. With a team of experienced lawyers, they offer a wide range of legal services to individuals and businesses. Whether you are in need of assistance with personal injury claims, business law matters, or estate planning, DeBra Law, LLC is here to help. Contact them today to schedule a consultation and discuss your legal needs.
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