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TOP 30 Legal services for estate planning in Independence, OH
18 results found
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Bricker Financial Planning
Bricker Financial Planning is a finance institution located at 527 Market Street in East Liverpool, Ohio, United States. Our operating hours are Monday-Friday from 8:30 AM to 5:00 PM. As Accredited Investment Fiduciaries, we have a legal and ethical duty to act in the best interest of our clients. We are completely independent, receiving no commissions and having no allegiances to particular funds. Our focus is solely on our clients, guaranteeing excellent customer service and always putting your interests first. At Bricker Financial Planning, you can expect zero trading fees, zero commissions, low portfolio costs, and a dedicated independent financial advisor working in your best interests. We are transparent about our fees, charging a flat fee and keeping portfolio costs low. We do not sell products and will always provide direct answers regarding our fees and services.
Symphony Financial Services, Inc.
Symphony Financial Services, Inc. is a finance and legal institution located at 4100 Embassy Parkway in Akron, Ohio, United States. We specialize in bringing harmony to your financial future by carefully building and tailoring portfolios to fit each client's unique goals and objectives. Our focus on risk management ensures that your investments are aligned with your financial planning needs, both short and long term. We offer services such as risk management, insurance policy reviews, retirement income planning, social security strategies, debt management, estate planning, and business succession planning. Our expertise in tax laws and business knowledge allows us to provide comprehensive solutions that meet your specific needs and fit within your financial picture.
Reverence Planning LLC
Reverence Planning LLC, located at 3570 Executive Drive in Uniontown, Ohio, is a finance institution with a team boasting over 15 years of experience in insurance, Medicaid, Financial, and Estate planning. The team at Reverence Planning acts as advocates for families during difficult times, helping them understand their options and access funding for necessary care. With their expertise in Medicaid rules and planning, Reverence Planning is a leader in Northeast Ohio for Medicaid planning. Many American families are unprepared for the high costs of long-term care, which can quickly deplete savings and leave families financially devastated. Reverence Planning helps clients protect their assets and successfully access financial assistance for care, ensuring a secure future. By utilizing proven planning strategies, clients can protect a significant portion of their assets and receive the care they need without financial strain.
Weiler Legal Services, Co. L.P.A.
Weiler Legal Services, Co. L.P.A. is a reputable law firm located at 6200 Rockside Woods Boulevard North in Independence, Ohio. With a team of experienced and knowledgeable attorneys, they provide a wide range of legal services to clients in the United States. Whether you are in need of assistance with personal injury claims, estate planning, business law, or any other legal matter, Weiler Legal Services is dedicated to providing top-notch representation and achieving the best possible outcomes for their clients. Contact them today for professional and reliable legal assistance.
Stephanie McCarty - Thrivent
Stephanie McCarty - Thrivent is a finance institution located at 46 South Main Street, Poland, Ohio, United States. They are licensed in multiple states including AZ, CO, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services 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 a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
Vivian C Cosio, Financial Professional - New York Life
Vivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.
Fairpoint Wealth Management
Fairpoint Wealth Management, located at 9355 Basswood Drive in Olmsted Falls, Ohio, is a finance institution led by a dedicated Financial Advisor & President. The institution is committed to helping individuals maximize their wealth in order to enjoy a comfortable retirement. As an independent advisor, Fairpoint Wealth Management works exclusively for their clients, ensuring there is no conflict of interest. The institution does not sell financial products such as insurance, annuities, or expensive mutual funds. Clients can expect expert, fiduciary advice and personalized investment guidance tailored to their specific goals. Fairpoint Wealth Management also offers insights and tips through their investing & retirement blog, The 401(k) Millionaire, to help individuals make informed financial decisions. Please note that Fairpoint Wealth Management, LLC is a registered investment adviser offering services in Ohio and other exempted jurisdictions. The information provided on their website is for informational purposes only, and individuals should consult with a financial advisor, accountant, or legal counsel before making any financial decisions.
Derek Cipiti - Thrivent
Derek Cipiti - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. They have licensed agents and representatives to provide these services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
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.
The Deliberato Law Center
The Deliberato Law Center, located at 100 Center Street in Chardon, Ohio, is a trusted institution specializing in estate planning and elder law services. Our experienced team is dedicated to helping you and your loved ones protect your assets and plan for the future. Whether you need assistance with estate planning, Medicaid planning, or have any other legal questions, we are here to help. Simply fill out our brief form online and a member of our legal team will reach out to you promptly. With additional locations in Independence and Dublin, Ohio, we are committed to providing top-notch legal services to clients throughout the state. Contact us today to get started on securing your future.
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.
The Darren Findling Law Firm, PLC
The Darren Findling Law Firm, PLC is a reputable law firm located at 4500 Rockside Road in Independence, Ohio, United States. Specializing in various legal services, the firm is dedicated to providing expert legal representation and guidance to clients in need. With a team of experienced lawyers, The Darren Findling Law Firm, PLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business legal matter, this firm is here to help. Contact them today for a consultation and see how they can assist you with your legal needs.
Sobon Law LLC
Sobon Law LLC, located at 6300 Rockside Road in Independence, Ohio, is a legal institution specializing in estate planning services. As an experienced lawyer, Attorney Patrycja Sobon helps clients, including young families and business owners, create personalized estate plans to protect their assets and loved ones. With a focus on education and convenience, Sobon Law LLC offers virtual and in-person legal services at competitive rates. Attorney Sobon is also fluent in Polish, providing assistance to the Polish community with their legal needs. Whether you need a will, trust, power of attorney, or other estate planning documents, Sobon Law LLC can guide you through the process in just 5 simple steps. From completing an intake form to scheduling a consultation to finalizing and signing your documents, Attorney Sobon ensures a smooth and efficient experience. Additionally, if cost is a concern, payment plans can be arranged to make estate planning accessible to all.
Landskroner Law Firm, LLC
Landskroner Law Firm, LLC is a reputable legal institution located at 6450 Rockside Woods Boulevard South in Independence, Ohio. Specializing in various areas of law, the firm is dedicated to providing expert legal counsel and representation to clients in need. With a team of experienced lawyers, Landskroner Law Firm, LLC is committed to achieving favorable outcomes for their clients and delivering top-notch legal services. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on a business matter, you can trust Landskroner Law Firm, LLC to handle your legal needs with professionalism and expertise.
Williams & Schoenberger Co.
Williams & Schoenberger Co. is a prestigious law firm located at 5005 Rockside Road in Independence, Ohio, United States. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, estate planning, real estate law, and litigation. Their commitment to providing personalized and effective legal solutions has earned them a reputation for excellence in the legal community. Whether you are in need of legal advice for your business or personal matters, Williams & Schoenberger Co. is dedicated to providing top-notch legal representation to meet your needs.
Bilfield & Associates, LLC.
Bilfield & Associates, LLC. is a reputable financial consulting firm located at 6300 Rockside Road in Independence, Ohio, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and estate planning. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
Cleveland Elder Law Co. LPA
Cleveland Elder Law Co. LPA is a reputable law firm specializing in elder law located at 4807 Rockside Road in Independence, Ohio. With a team of experienced lawyers dedicated to helping seniors navigate legal issues related to aging, estate planning, long-term care, and more, Cleveland Elder Law Co. LPA provides personalized and compassionate legal services to meet the unique needs of older adults and their families. Trustworthy and professional, they are committed to advocating for the rights and well-being of seniors in the United States.
Dreyfuss Williams & Associates, Co., LPA
Dreyfuss Williams & Associates, Co., LPA is a prestigious law firm located in Independence, Ohio, United States. Our team of experienced lawyers specializes in a wide range of legal services, including personal injury, family law, estate planning, and more. With a commitment to providing personalized and effective legal representation, we strive to achieve the best possible outcomes for our clients. Located at 6060 Rockside Woods Boulevard North, our firm is dedicated to serving the legal needs of individuals and businesses in the greater Independence area. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
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