TOP 30 Personal financial planning services in Jefferson, Ohio

29 results found

Pelorus Financial Group is a reputable finance and insurance agency located at 45 East Satin Street in Jefferson, Ohio, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or insurance coverage, our experts are here to provide personalized solutions tailored to your specific needs. Trust Pelorus Financial Group to guide you towards a secure financial future.

Graham Tax Service, located at 1161 Clay Street in Jefferson, Ohio, offers a range of accounting and finance services. With over 30 years of experience, we have been providing Forensic Accounting Services for cases involving Embezzlement, Divorce, and Asset Valuations for business liquidations. Our team of Licensed Enrolled Agents (EA) can represent taxpayers before the IRS and in the United States Tax Court. We have a strong client base throughout the United States, with our main focus on serving clients in Northeast Ohio. Contact us today for all your tax and financial needs.

Allstate Insurance C LEWIS AND CO INS is a reputable finance and insurance agency located at 425 Jefferson Street in Greenfield, Ohio, United States. With a focus on providing quality insurance products and financial services, this institution is dedicated to helping individuals and businesses protect their assets and plan for the future. Their team of experienced professionals is committed to delivering personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Allstate Insurance C LEWIS AND CO INS is your trusted partner for peace of mind and financial security.

Arrowhead Tax & Accounting Service is a trusted institution located at 113 Jefferson Street in New Carlisle, Ohio, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to provide personalized solutions tailored to your specific needs. Trust Arrowhead Tax & Accounting Service to handle all of your accounting and finance needs with precision and expertise.

Bodor Law Offices LLC is a reputable law firm located at 35 West Jefferson Street in Jefferson, Ohio, United States. Specializing in finance and legal services, our experienced team of lawyers is dedicated to providing top-notch representation and guidance to our clients. With a track record of success and a commitment to excellence, Bodor Law Offices LLC is your go-to destination for all your legal and financial needs. Contact us today to schedule a consultation and see how we can assist you.

Massengill Insurance is a reputable health insurance agency located at 143 South Chestnut Street in Jefferson, Ohio. With a commitment to providing quality insurance coverage and exceptional customer service, Massengill Insurance is dedicated to helping individuals and families find the right health insurance plan to meet their needs. Whether you are looking for individual or group health insurance, their knowledgeable agents are here to assist you every step of the way. Trust Massengill Insurance to protect your health and financial well-being.

Huntington Insurance, located at 4 South Chestnut Street in Jefferson, Ohio, is more than just an insurance agency. They offer a range of financial services to help you build a deeper relationship with your money. From checking accounts with 24-Hour Grace® to savings and money market accounts that earn interest, Huntington is dedicated to helping you make the most of your finances. Their lending team can assist with mortgages and other loans, while their commitment to racial and social equity, small business support, and community development sets them apart as a community-focused institution. With award-winning mobile banking apps and a history of giving back, Huntington is a trusted partner for all your financial needs. Visit huntington.com to learn more and experience banking without boundaries.

Andover Bank is a trusted financial institution located at 150 North Chestnut Street in Jefferson, Ohio. As a full-service bank, we offer a wide range of financial services to meet your banking needs. Whether you're looking to open a checking or savings account, apply for a loan, or simply use our convenient ATMs for quick cash access, Andover Bank is here to help. Our friendly staff is dedicated to providing excellent customer service and helping you achieve your financial goals. Visit us today to experience the difference that Andover Bank can make in your financial journey.

Vavpetic Chad is a finance institution located at 1484 Ohio 46 in Jefferson, Ohio, United States. They offer a wide range of financial services to individuals and businesses, including banking, investment, and wealth management. With a team of experienced professionals, Vavpetic Chad is committed to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your savings, plan for retirement, or invest in the stock market, Vavpetic Chad is here to help you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in securing a stable financial future.

Gary J Franklin Jr & Associates Inc is a reputable accounting and finance institution located at 1484 Ohio 46 in Jefferson, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, you can trust Gary J Franklin Jr & Associates Inc to provide expert advice and personalized solutions. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial needs.

Stoogies Investment is a reputable finance institution located at 73 East Jefferson Street in Jefferson, Ohio, United States. With a team of experienced financial experts, Stoogies Investment offers a wide range of investment services tailored to meet the unique needs and goals of their clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Stoogies Investment is committed to helping you achieve your financial objectives. Visit us today to learn more about our services and how we can help you secure a brighter financial future.

Mike Schuetz - State Farm Insurance Agent is a trusted insurance agency located at 50580 National Road East in Saint Clairsville, Ohio. Mike has been a State Farm agent since 1993 and is dedicated to making a positive difference in the lives of his clients. He is licensed to provide Auto, Homeowners, and Life Insurance in West Virginia and services areas including Saint Clairsville, Belmont County, Cadiz, Harrison County, Jefferson County, Wheeling, Ohio, and Marshall County. Denise Dunfee, who has been with Mike's office for 25 years, is also available to assist with Auto, Fire, Life, and Health insurance needs, as well as provide notary services. Together, they strive to ensure that clients have the coverage they need to protect themselves and their assets.

Welcome to Eric Snider - State Farm Insurance Agent, conveniently located in West Columbus, Ohio near I-270 and West Broad in Lincoln Village. With over 60 years of combined insurance experience, our team is dedicated to providing remarkable service in auto insurance, home/renters insurance, life insurance, business insurance, supplemental income & disability insurance, and financial services. Our agency is led by Eric Snider, a Case Western Reserve University graduate with a Bachelor of Science in Industrial Engineering. As a husband, father, and Columbus/Plain City resident, Eric is passionate about classic Ford Mustangs and motorcycling. He is a proud recipient of several prestigious awards, including the Legion of Honor, Silver Scroll Award, Golden Triangle Award, and Crystal Excellence Award.

Point Credit Solutions is a finance institution located at 425 Jefferson Avenue in Toledo, Ohio, United States. They specialize in managing delinquent accounts receivable to help businesses accelerate their cash flow. With a user-friendly online dashboard, clients can easily place and update accounts, view status reports, and track statistics all in one place. Clients rave about Point Credit Solutions, praising them for their effectiveness in collecting payments and their compassionate approach towards customers or patients. The institution has received high praise for their ease of use, efficiency, and ability to significantly increase collection rates while reducing costs.

Douglas Sand Accounting is a reputable accounting firm located at 701 Jefferson Avenue in Cincinnati, Ohio. Specializing in finance and accounting services, our team of experienced professionals is dedicated to helping individuals and businesses manage their financial affairs with precision and expertise. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are committed to providing top-notch service tailored to meet your specific needs. Trust Douglas Sand Accounting for all your financial needs in the Cincinnati area.

Stearns Companies is a reputable institution located at 146 East Jefferson Street in Bluffton, Ohio, United States. With a strong presence in the community, Stearns Companies is known for its commitment to excellence and customer satisfaction. Offering a wide range of services, including financial planning, investment management, and insurance solutions, Stearns Companies is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Stearns Companies provides personalized guidance and support to clients, ensuring they make informed decisions and secure their financial future. Visit Stearns Companies today and experience the difference of working with a trusted and reliable institution.

David D. Luderman CPA is a professional accounting and finance institution located at 317 Jefferson Avenue in Defiance, Ohio, United States. Our services include tax preparation, payroll management, financial planning, and more. We offer online apps for easy business transactions and a refund tracker for your convenience. Our team is dedicated to providing personalized tax support tailored to your needs and guiding you towards a healthy financial future. Let us take the stress out of running your business so you can focus on what you love. With our expertise, we can help reduce the burden of tax season and offer deeper insight to help your business grow. Explore the right technology to impact your small business and learn how to manage your business debt effectively. At David D. Luderman CPA, we prioritize the wellness of your business, body, and mind.

Smith & Gracy is a reputable accounting and finance institution located at 110 East Jefferson Street in New Carlisle, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Whether you are an individual or a business in need of financial guidance, Smith & Gracy is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances effectively.

Christopher Lewis & Co is a premier accounting and finance institution located at 425 Jefferson Street in Greenfield, Ohio, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and bookkeeping. Our commitment to excellence and personalized service sets us apart from the competition. Visit us today to see how we can help you achieve your financial goals.

Quality Accounting & Taxes is a top-notch institution located at 344 Jefferson Street in Greenfield, Ohio, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing high-quality and reliable assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to support you every step of the way. Trust Quality Accounting & Taxes for all your financial needs and experience the difference that our commitment to excellence can make.

Tax-Time Greenfield is a reputable accounting and finance institution located at 236 Jefferson Street in Greenfield, Ohio, United States. With a team of experienced professionals, we specialize in providing expert tax preparation and financial services to individuals and businesses in the local community. Our personalized approach ensures that each client receives the attention and guidance they need to navigate the complexities of tax season and financial planning. Trust Tax-Time Greenfield to help you achieve your financial goals with precision and care.

America's Loan Company is a reputable finance institution located at 127 East Main Street in West Jefferson, Ohio. We specialize in providing competitive loan options for individuals in need of financial assistance. Our experienced team is dedicated to helping our customers secure the funds they need quickly and efficiently. Whether you are looking to consolidate debt, finance a major purchase, or cover unexpected expenses, America's Loan Company is here to help. Visit us today to learn more about our loan options and how we can assist you with your financial needs.

The Secor Building is a prominent finance institution located at 425 Jefferson Avenue in Toledo, Ohio, United States. Known for its expertise in financial services, the institution offers a wide range of banking and investment products to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, the Secor Building is a trusted partner for those seeking professional financial advice and support.

Dr. Eric T. Ricchetti is a highly skilled orthopaedic surgeon specializing in shoulder and elbow pathology, including joint replacement, arthroscopy, rotator cuff tears, sports injuries, and trauma. He is affiliated with the Cleveland Clinic, a renowned healthcare institution known for its commitment to scientific advancement and high-quality patient care. Educational Background:

Community First Credit Union, located at 22 W Jefferson St, Jefferson, OH 44047, is a trusted financial institution dedicated to serving the local community with a wide range of financial services. As a member-focused credit union, they prioritize the financial well-being of their clients, offering personalized banking solutions designed to meet the unique needs of individuals, families, and businesses. Their comprehensive suite of services includes savings and checking accounts, personal and auto loans, mortgages, and various investment options. Community First Credit Union also provides convenient digital banking tools, ensuring members can manage their finances efficiently from anywhere.

Lakeview Federal Credit Union, located at 345 S Chestnut St, Jefferson, OH 44047, is a trusted financial institution dedicated to serving the community with a wide range of financial services. As a member-focused credit union, Lakeview offers personalized banking solutions, including savings and checking accounts, loans, mortgages, and investment opportunities. Additionally, the facility features a convenient ATM for easy access to your funds. Committed to providing exceptional customer service, Lakeview Federal Credit Union prides itself on its strong community ties and its mission to help members achieve their financial goals. Whether you are looking to secure a loan, plan for retirement, or simply need a reliable place to manage your everyday finances, Lakeview Federal Credit Union is here to support you every step of the way. Visit their welcoming office in Jefferson, Ohio, and experience the difference of banking with a credit union that truly cares about its members.

Welcome to Schaffer Funeral Home, Inc., a trusted and compassionate funeral service provider located at 529 Jefferson Avenue, Defiance, Ohio. With a commitment to honoring lives with dignity and respect, we have been serving the community with dedication and care for many years. Our professional and empathetic team is here to guide you through every step of the funeral planning process, offering personalized services tailored to meet the unique needs and wishes of each family. At Schaffer Funeral Home, Inc., we understand the importance of celebrating and remembering the lives of loved ones. We offer a comprehensive range of services, including traditional funerals, memorial services, cremations, and pre-planning options, ensuring that every detail is handled with the utmost care and professionalism. Our serene and welcoming facility provides a comforting environment for families and friends to gather, reflect, and support one another.

Welcome to Fry Brett Funeral Home, a place of compassion and care located at 529 Jefferson Avenue, Defiance, Ohio. We are dedicated to providing personalized and dignified funeral services to honor the lives of your loved ones. At Fry Brett, we understand the importance of creating meaningful tributes and offer a range of services to meet the unique needs of each family. Our experienced and compassionate staff is committed to guiding you through every step of the planning process, ensuring that every detail is handled with the utmost respect and sensitivity. Whether you are looking for a traditional funeral, cremation services, or a customized memorial, Fry Brett Funeral Home is here to support you during this difficult time and help celebrate the cherished memories of those who have passed.

Welcome to Berling Insurance Agency, your trusted partner in securing a brighter future. Conveniently located at 2262 Jefferson Avenue, Norwood, Ohio, we are dedicated to providing tailored insurance solutions that meet the unique needs of our community. As a leading insurance agency, we offer a comprehensive range of services, including auto, home, life, and business insurance, ensuring you and your assets are well-protected. At Berling Insurance Agency, we pride ourselves on our personalized approach and commitment to exceptional customer service. Our experienced team of professionals takes the time to understand your specific requirements, offering expert advice and customized plans that provide peace of mind. Whether you're protecting your family, your property, or your business, we are here to help you navigate the complexities of insurance with ease and confidence.