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TOP 30 Personal finance advice in Cortland, OH
17 results found
Search for local businesses, places and services near you
Smart Tax
Smart Tax is a reputable accounting and finance institution located at 1975 Niles Cortland Road Northeast in Warren, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses alike. With a focus on efficiency and accuracy, we strive to help our clients navigate the complexities of tax laws and financial regulations. Trust Smart Tax to handle all your accounting and finance needs with skill and expertise.
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a finance institution located at 2486 Niles Cortland Road Southeast in Warren, Ohio, United States. They offer a wide range of financial services including personal loans, auto loans, and debt consolidation. With a focus on providing personalized solutions and excellent customer service, Lendmark Financial is dedicated to helping individuals achieve their financial goals. Their experienced team of professionals is committed to assisting clients in managing their finances and securing the resources they need to succeed.
Ameriprise Financial
Ameriprise Financial is a finance institution located in Cortland, Ohio, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise Financial helps individuals and businesses achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ameriprise Financial can provide personalized financial solutions to meet your needs. Contact them today to start planning for a brighter financial future.
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
Brian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
Edward Jones - Financial Advisor: Jared Lowry
Edward Jones - Financial Advisor: Jared Lowry is a reputable finance institution located at State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice and guidance, Jared Lowry and his team at Edward Jones strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for a major purchase, Edward Jones - Financial Advisor: Jared Lowry can provide the expertise and support you need to make informed decisions. Visit their office today to learn more about their services and how they can help you reach your financial objectives.
Shively, Rider & Associates - Ameriprise Financial Services, LLC
Shively, Rider & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3010 State Route 5 in Cortland, Ohio, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device. The institution provides regular reviews and updates to help clients track their progress towards their financial goals. They offer complimentary initial consultations to discuss specific needs and objectives. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for privacy and security. The institution cannot guarantee future financial results but strives to help clients achieve their financial aspirations.
Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
Ernie Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. With a focus on providing personalized financial advice, Ernie offers expertise in various areas of finance to help clients achieve their financial goals. As an Ameriprise advisor, Ernie has a specific area of focus that aligns with your financial needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. If you are interested in working with Ernie, you can fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. During this meeting, Ernie will discuss your financial goals and create a customized plan to help you reach them.
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.
Patrick McFall - Associate Financial Advisor, Ameriprise Financial Services, LLC
Patrick McFall is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, United States. With a focus on understanding your financial goals and priorities, Patrick offers personalized advice to help you prepare for both expected and unexpected events in life. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patrick can help you feel more confident and in control of your financial future. As a member of Ameriprise Financial Services, LLC, Patrick offers investment products and services, as well as investment advisory services. He is registered with FINRA and may conduct securities business with residents of specific states. To learn more about Patrick's background and qualifications, you can visit FINRA's BrokerCheck website.
Laurie Gerdy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Laurie Gerdy - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. Some of the certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. Advisors at Laurie Gerdy are trained to help clients make informed decisions and achieve their financial goals. Whether you are looking for retirement planning, investment advice, estate planning, or assistance with domestic partnership finances, Laurie Gerdy has a team of qualified professionals to help you navigate the complex world of finance.
Edward Jones - Financial Advisor: Michael Conrow, AAMS™
Edward Jones - Financial Advisor: Michael Conrow, AAMS™ is a reputable finance institution located at 2996 State Route 5 in Cortland, Ohio, United States. As a trusted financial advisor, Michael Conrow, AAMS™ provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael Conrow, AAMS™ is dedicated to providing top-notch financial advice and guidance to individuals and families in the Cortland area.
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
Cynthia Shively, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, offers a wide range of financial services to meet the needs of individuals and businesses. Cynthia holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Cynthia is a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing specialized financial advice in those areas. With a commitment to professionalism and ethics, Cynthia is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Cynthia Shively at Ameriprise Financial Services for expert financial guidance and support.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 2016 Millennium Boulevard in Cortland, Ohio, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended for this year. Perfect for busy lives, you can drop off your tax documents at our location inside Walmart and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. While you shop, our Tax Pros can help you get your taxes done and ensure you receive your biggest refund guaranteed. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (330) 373-1040. Trust our expert Tax Pros at this Walmart location to help you with all your tax needs in English. Remember, when every dollar matters, it matters who does your taxes™.
D & J Tax Services
D & J Tax Services is a leading accounting and finance institution located at 2705 Warren Meadville Road in Cortland, Ohio, United States. We specialize in providing expert tax services to individuals and businesses, helping them navigate the complex world of finance with ease. Our team of experienced professionals is dedicated to providing personalized and reliable services to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, D & J Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
TAX 29
TAX 29 is a reputable accounting and finance institution located at 2170 Millennium Boulevard in Cortland, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, TAX 29 is here to help. Trust us to help you navigate the complexities of the financial world and secure your financial future. Visit us today to learn more about how we can assist you with all your accounting and finance needs.
Heater Kevin C CPA
Heater Kevin C CPA is a reputable accounting and finance firm located at 3333 Niles Cortland Rd NE, Cortland, OH 44410, United States. Specializing in a wide range of financial services, Heater Kevin C CPA offers expert guidance in areas such as tax preparation, bookkeeping, financial planning, and auditing. With a commitment to providing personalized and professional service, the firm helps both individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax compliance, strategic financial advice, or accurate record-keeping, Heater Kevin C CPA is dedicated to ensuring your financial health and success.
Brian Rubesich - Chase Home Lending Advisor - NMLS ID 113765
Welcome to Brian Rubesich - Chase Home Lending Advisor, your trusted partner in home financing located at 204 Niles Cortland Rd NE, Warren, OH 44484, United States. As a dedicated finance professional with NMLS ID 113765, Brian Rubesich offers personalized home lending solutions to meet your unique needs. Whether you are a first-time homebuyer, looking to refinance, or seeking to invest in property, Brian provides expert advice and tailored mortgage options through Chase, one of the leading financial institutions. Experience a seamless and supportive home loan process with a local advisor committed to helping you achieve your homeownership dreams. Visit us today for a consultation and let us guide you every step of the way in your home lending journey.
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