TOP 30 Personalized financial plans in Cortland, Ohio

40 results found

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 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.

Guidelight Financial Group - Ameriprise Financial Services, LLC, located at 3378 State Route 5 in Cortland, Ohio, is a trusted wealth management company that puts clients and their goals at the forefront of their services. With a team of experienced financial advisors, Ameriprise offers digital tools for easy access to investments and personalized financial planning. As one of the 2022 Most Trusted Wealth Management Companies, Ameriprise is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or invest for the future, Ameriprise Financial Services is here to provide expert guidance and support. Contact us today for a consultation to discuss what matters most to you and your financial future. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for your investments.

Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™ is a reputable financial institution located at 1889 Niles Cortland Road NE in Warren, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Ted Stazak offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for a child's education, or investing for the future, Ted Stazak and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Austin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.

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 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 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 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 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 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.

David Rider is a Financial Advisor at Ameriprise Financial Services, LLC located at 3010 State Route 5 in Cortland, Ohio, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. David is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

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, 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.

Prudential | Randy Roscoe | Life Insurance & Financial Services is a trusted financial and insurance agency located at 2780 Timberline Dr, Cortland, OH 44410, United States. Specializing in life insurance and comprehensive financial services, Randy Roscoe and his team are committed to helping individuals and families secure their financial future. With a focus on personalized service, they offer tailored solutions to meet each client's unique needs and goals. Whether you're looking for life insurance, retirement planning, or investment advice, Prudential | Randy Roscoe provides expert guidance and reliable support to ensure peace of mind and financial stability. Visit their office in Cortland, OH, to discover how they can assist you in achieving your financial objectives.

Financial Care Partners, a branch of Ameriprise Financial Services, LLC, is dedicated to helping clients in Cortland, OH, achieve their financial goals. Our team of experienced financial advisors provides personalized financial planning and investment services tailored to meet the unique needs of each individual and family.

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:

Guidelight Financial Group, a branch of Ameriprise Financial Services, LLC, is your trusted partner in achieving financial wellness and security. Located conveniently at 3378 State Route 5 in Cortland, OH, we are dedicated to understanding and meeting the unique financial goals of each generation within your family.

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.

Michael Guerrieri - State Farm Insurance Agent is located at 195 Niles Cortland Road Southeast, Warren, Ohio, United States. This insurance agency has been proudly serving the community since 2001, with the agent having been a State Farm Associate from 1995-2000. With over 25 years of experience in the industry, the agent is dedicated to supporting and protecting the members of the community for years to come. The office is conveniently located in Howland Corners, across from the Howland Community Church. As a Life Long Valley Resident and graduate of Youngstown State University, the agent brings a wealth of knowledge and expertise to the table. The office offers a range of insurance products and services including life insurance, annuities, and pet insurance. The agent is also a member of the Knights of Columbus and has qualified for Ambassador Travel and Legion of Honor.

Todd Hufstetler - State Farm Insurance Agent is a reputable insurance agency located at 3464 State Route 5 in Cortland, Ohio, United States. With a long history of State Farm experience since 1983, Todd Hufstetler is a Kent State Graduate and a Legion of Honor Agent, recognized with prestigious awards such as the Golden Triangle/Silver Scroll/Bronze Tablet Agent Crystal Excellence National Convention Qualifier Achievement Award and the National Quality Award. As a past President of the Chamber of Commerce, Todd Hufstetler is dedicated to serving the community and providing top-notch insurance services. At Todd Hufstetler - State Farm Insurance Agent, customers can benefit from a range of insurance products, including joint universal life insurance that covers two people with an income tax-free death benefit paid to beneficiaries. Whether you are looking for life insurance, annuities, or other insurance services, Todd Hufstetler is here to help you protect what matters most.

Derek Knepper - State Farm Insurance Agent is a reputable insurance agency located at 216 Niles Cortland Road Northeast, Warren, Ohio, United States. Conveniently situated next to Chase Bank in Howland and across the street from the US Post Office, our team is ready to assist you with all your insurance needs. Specializing in Auto, Home, and Life insurance, we are here to ensure you are prepared for the upcoming warm months. With over 50 years of combined insurance experience, our knowledgeable team is committed to providing outstanding service to the Warren/Youngstown areas and surrounding Ohio regions. Whether you are a new resident or a long-time homeowner, we are dedicated to protecting what's important to you so you can focus on achieving your life goals. Contact us today for a free quote on Auto Insurance, Homeowner’s Insurance, or Life Insurance.

Bergana Insurance Agency is a trusted insurance provider located at 526 Niles Cortland Road Southeast in Warren, Ohio. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses in the community. With a team of experienced and knowledgeable agents, we are committed to providing personalized service and finding the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Bergana Insurance Agency is here to help you protect what matters most. Contact us today for a quote and see how we can assist you with your insurance needs.

Fireside Advisors is a home goods store located at 2555 Greenville Road Northeast, Cortland, Ohio, United States. Specializing in hearth appliances and chimney work, our team of experienced professionals has a combined 50 years of experience in the industry. Whether you need maintenance for an old hearth appliance, refacing for your fireplace, or a completely new hearth appliance, we are here to help. Our top priority is customer satisfaction, and we will treat your home with the utmost care and respect. We offer design consultation services to help you create the hearth of your dreams, and we can assist with renovations to make those dreams a reality. Serving Northeast Ohio and Western Pennsylvania, with additional areas available upon request, Fireside Advisors is your go-to destination for all your hearth needs. Contact us today to schedule a consultation and let us help you find the perfect hearth solution for your family.

Bayus & Associates LLC, Gerald Bayus Jr EA is a highly reputable accounting and finance institution located at 101 Leckrone Way in Cortland, Ohio, United States. Led by the experienced Enrolled Agent Gerald Bayus Jr, the institution offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial consulting. With a commitment to providing personalized and professional service, Bayus & Associates LLC is dedicated to helping individuals and businesses achieve their financial goals.

Barzak Agency, located at 3008 State Route 5 in Cortland, Ohio, is a finance and insurance agency dedicated to helping clients assess their risk tolerance and align their portfolio with their investment objectives. Through Riskalyze, an independent third-party vendor, clients can determine their risk score and ensure their investments match their goals. Looking for a Chartered Financial Consultant to assist with financial planning? Barzak Agency is here to help. By visiting their website and inputting your data, the process can be started to create a personalized financial plan.

S Jones & Associates LLC is a trusted accounting and finance institution located at 1745 Niles Cortland Road Northeast in Warren, Ohio, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

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 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.