TOP 10 Legal strategy planning in Independence, Ohio

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.

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.

At Innovative Retirement Planning, we believe your financial strategy should be as extraordinary as your dreams. Located in the heart of Canfield, OH, we are dedicated to building meaningful connections that are as strong as our financial plans.

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.

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, 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, 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.

Valued Capital Advisors is a finance institution located at 13374 Ridge Road, North Royalton, Ohio, United States. Our team is made up of positive and grateful individuals who prioritize integrity and empathy in all client and professional relationships. We go above and beyond our promises to provide advice not only on financial matters, but also on important life decisions such as major purchases, student loans, home improvements, elder care, and bereavement support. We specialize in addressing the investment, retirement, and wealth preservation needs of families and individuals. Our focus extends beyond just financial capital to include Family Values Capital, Relationship Dynamics Capital, and other valued issues that are important to our clients.

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.

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 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.

Gateway Financial, LLC is a finance institution located at 9821 Olde 8 Road, Northfield, Ohio, United States. We are a fee-only, full-time fiduciary, and wholly independent firm dedicated to helping you navigate the complexities of financial success. Whether you have investments to manage, a 401(k) from your employer, or need assistance in creating a comprehensive financial plan, our team is here to streamline your finances, reduce taxes in retirement, plan for income, and help you understand your investments. Please note that all investing involves risk, and no investment strategy can guarantee a profit or protect against loss. Gateway Financial, LLC is registered as an Investment Advisor with the State of Ohio and in other jurisdictions where exempted. Our information is provided "AS IS" and without warranties of any kind. We do not provide investment, tax, accounting, or legal advice, and our website should not be relied upon for transacting securities or other investments.

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 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.

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.

Nathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients. Certifications and Expertise:

Jason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.

Located in Canfield, Ohio, Nathan Roman serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a wealth of certifications and specialized expertise, Nathan Roman offers comprehensive financial planning and wealth management services tailored to the unique needs of individuals, retirees, small business owners, and families.

Joel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.

At Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.

Joel D Matthews Sr is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a strong commitment to ethical standards and comprehensive financial planning, Joel offers a wide array of services tailored to meet the diverse needs of his clients.

Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC Located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States, Elizabeth M Van Dyke offers a comprehensive suite of financial advisory services under Ameriprise Financial Services, LLC. Specializing in personalized financial planning and asset management, Elizabeth leverages a robust portfolio of certifications to provide expert advice tailored to meet the unique needs of her clients.

David Dieter - Ameriprise Financial Services, Inc., located on State Route 5 in Cortland, Ohio, is a trusted provider of comprehensive financial planning and advisory services. Specializing in personalized financial strategies, David Dieter and his team are committed to helping clients achieve their financial goals through tailored advice and expert guidance. Services Offered:

At FFG Wealth Management, LLC, we understand that no two retirements are alike, and therefore, no two retirement strategies should be either. Located in the heart of Columbiana, Ohio, we are dedicated to tailoring our financial guidance to meet your specific needs. Whether you’re seeking a review of your current financial outlook or a comprehensive retirement plan designed to last for the next 30-plus years, our team has the experience and knowledge to guide you through every step.

Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.

Welcome to Wesley W Morgan, Financial Advisor - Morgan Financial Solutions, your trusted partner in navigating the financial landscape. Conveniently located at 8300 Tyler Boulevard, Mentor, Ohio 44060, we specialize in providing personalized finance and insurance solutions tailored to your unique needs. At Morgan Financial Solutions, we understand that life's challenges require more than just resilience; they require a strategic partner. Our mission is to stand by your side, helping you evaluate your financial needs, understand the current economic conditions, and develop a plan that safeguards your family's wealth, lifestyle, and dreams for the future. Whether you are an individual, have a family, or run a business, we are here to guide you toward financial success.

Welcome to Cole Razete - Financial Advisor at Ameriprise Financial Services, LLC, located at 6184 Muhlhauser Road, Ohio 45069, United States. Our business is dedicated to providing exceptional financial guidance and wealth management services to individuals and businesses alike. With a commitment to ethics and excellence, we offer a comprehensive array of financial planning services tailored to meet your unique needs. Our expertise is backed by a range of prestigious certifications that demonstrate our commitment to providing the highest level of service. Our financial advisor holds the AAMS™ certification, ensuring an in-depth understanding of asset management, investment strategies, estate planning, and more. We also specialize in providing advice to domestic partners through the ADPA™ designation, offering insights into wealth transfers, federal taxation, and retirement planning.

Welcome to Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC At Brian Bushman - Financial Advisor, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, we are dedicated to providing tailored financial solutions to help you achieve your financial goals. Our comprehensive services are designed to address the unique needs of each client, whether you're planning for retirement, managing investments, or navigating complex financial situations.

Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Garry Rutledge - Financial Advisor, located in the heart of Cincinnati at 9636 Cincinnati Columbus Road, Ohio. As a dedicated professional in the finance sector, Garry Rutledge offers comprehensive financial advisory services tailored to meet the unique needs of each client. With an emphasis on personalized service and expert guidance, Garry is committed to helping individuals and businesses achieve their financial goals through strategic planning and informed decision-making.