TOP 30 Personalized financial advisor in Marietta, Ohio

36 results found

Rea & Associates CPA Firm is a leading accounting and finance institution located at 132 South 4th Street in Marietta, Ohio, United States. With a team of experienced and knowledgeable CPAs, the firm offers a wide range of services including tax preparation, financial planning, audit and assurance, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of professional accounting services, Rea & Associates CPA Firm is dedicated to providing excellent and personalized service to meet your specific needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 294 Front Street in Marietta, Ohio, United States, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management knowledge. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, 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 create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities they serve. Merrill Lynch Wealth Management offers a range of resources, technology, and expertise to help clients pursue their financial and life goals. Financial advisors at Merrill are dedicated to providing individually customized investment approaches and wealth management advice. They offer training, mentoring, and technology to help advisors assist clients in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks.

John E. Sestina & Company is a reputable finance institution located at 204 Front Street in Marietta, Ohio, United States. With a strong focus on providing expert financial advice and services, the company is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, the experienced team at John E. Sestina & Company is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and client-focused, this institution is a trusted partner in helping you secure your financial future.

Janney Montgomery Scott LLC is a reputable finance institution located at 346 3rd Street in Marietta, Ohio, United States. With a strong commitment to providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial goals, the experienced professionals at Janney Montgomery Scott LLC are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust Janney Montgomery Scott LLC to be your partner in building a secure financial future.

Jackson Hewitt Tax Service is a finance institution located at 136 North 7th Street in Marietta, Ohio, United States. Although our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Simply drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and easy e-signing. A Refund Advance loan allows you to receive money before your tax refund arrives, which can sometimes take weeks from the IRS. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.

H&R Block is a trusted accounting and finance institution located at 454 Pike Street in Marietta, Ohio, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to receive personalized and expert financial advice.