Personalized wealth planning in Middletown, Ohio

Middletown Title Real Estate Agency is a reputable institution located at 1081 North University Boulevard in Middletown, Ohio, United States. As a full-service insurance agency, lawyer, and real estate agency, we offer comprehensive services to meet your needs. What sets us apart is our unique ownership structure - our agency is attorney owned and operated, ensuring expert guidance and attention to detail throughout the closing process. Trust Middletown Title Real Estate Agency to handle your real estate transactions with precision and professionalism.

Welcome to U.S. Bank – Wealth Management Banker, where Leanne Kilpatrick is dedicated to helping you achieve your financial goals. Conveniently located at 4221 Hamilton Middletown Road, Hamilton, Ohio, our branch offers personalized wealth management services tailored to meet the unique needs of each client. Leanne Kilpatrick, an experienced and knowledgeable wealth management banker, is committed to providing exceptional service and expert guidance. Whether you're planning for retirement, looking to invest wisely, or seeking advice on estate planning, Leanne is here to assist you every step of the way.

Welcome to the practice of Dr. Mark J. Yuhas, MD at OrthoCincy, your trusted destination for specialized orthopaedic care in Ohio. Conveniently located at 8734 Union Centre Boulevard, Dr. Yuhas is a board-certified orthopaedic surgeon renowned for his expertise in hand, wrist, and elbow surgery. With a focus on upper extremity orthopaedic trauma, degenerative conditions, wrist arthroscopy, nerve conditions, Dupuytren’s disease, and injuries of the hand, wrist, and elbow, Dr. Yuhas provides comprehensive care to both pediatric and adult patients. Dr. Yuhas brings a wealth of experience, particularly in treating orthopaedic trauma and sports injuries at the high school and college levels. He is committed to delivering personalized treatment plans that cater to the unique needs of each patient. Patients can visit Dr. Yuhas at our West Chester, Middletown, and Kenwood locations.

Michael Schanne - State Farm Insurance Agent is an insurance agency located at 1547 South Breiel Boulevard in Middletown, Ohio, United States. Michael Schanne, the owner, has a strong focus on helping people and families protect what matters most to them. With a team of dedicated professionals, the agency offers a wide range of insurance options including Auto, Home, Renter's, Life, Business, Surety, Health, and Pet Insurance. They also provide Flood Insurance and SR-22 business through Gainsco, as well as loans through LightStream. The agency takes pride in offering five-star service to all policyholders, with a personalized approach to finding the best coverage options at competitive prices. They are actively involved in the community, sponsoring local events and organizations such as The Middletown Chamber of Commerce, Middletown Schools Athletics, and Toys for Tots.

Welcome to DeltaPro Painters – Your Trusted Painting Experts in Northern Cincinnati Located at 3987 Hamilton Middletown Road, Hamilton, Ohio 45011, DeltaPro Painters is your premier choice for professional painting services in the Greater Northern Cincinnati Region. We proudly serve Mason, West Chester, Cincinnati, and the surrounding North Ohio suburbs, offering top-notch residential and commercial painting solutions.

Jeff Mundy - State Farm Insurance Agent is an insurance agency located at 300 South Breiel Boulevard in Middletown, Ohio. Conveniently situated across from the Middletown Shopping Plaza, our team is dedicated to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services to meet your needs, including life insurance, annuities, and pet insurance products. Our mission is to provide expert guidance and support to ensure your protection and financial well-being. Contact us today for personalized assistance with your insurance needs.

First Financial Bank & ATM is a financial institution located at 815 South Breiel Boulevard in Middletown, Ohio, United States. Our team of Wealth Advisors is ready to assess your financial situation and help you achieve your goals. Whether rain or shine, watch your savings grow with our competitive money market rate and CD specials. You can also leverage the value in your home to complete your big projects. We offer a variety of accounts, including our popular Choice Checking with expanded ATM access and lower loan rates. Our commitment to community development and support for low- and moderate-income clients sets us apart. Sign up for our emails to receive valuable tips and tools for improving your financial future. Visit us today to learn more about our services and how we can help you reach your financial goals.

Weinstein Financial Group is a reputable finance institution located at 304 South Breiel Boulevard in Middletown, Ohio, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Weinstein Financial Group is dedicated to helping you achieve your financial objectives.

Edward Jones - Financial Advisor: Jerry M Buchheit is a reputable finance institution located at 612 North University Boulevard in Middletown, Ohio, United States. Jerry M Buchheit is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jerry M Buchheit strives to provide expert guidance and support to clients in navigating the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jerry M Buchheit is committed to helping you secure a strong financial future.

Brian Meyer, a financial advisor at Ameriprise Financial Services, LLC, located at 1047 Summit Drive in Middletown, Ohio, offers personalized financial advice, investment recommendations, and solutions to help you achieve your financial goals. With a focus on tracking your progress, Brian can assist you in adjusting to life's changes while working towards your financial objectives. By visiting the Retirement InteractiveSM tool, you can explore important retirement income considerations and potential challenges. Brian Meyer is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients navigate their financial journey. Feel free to refer friends or family members to Brian for assistance in achieving their financial aspirations.

Welcome to Cheryl A. Johnson, LSW, your trusted partner in health and wellness located in the heart of Middletown, Ohio. With a steadfast commitment to providing compassionate and personalized care, Cheryl A. Johnson, a Licensed Social Worker, specializes in offering comprehensive mental health services to individuals and families in the community. At our practice, we understand the challenges that life can present and are dedicated to helping you navigate them with resilience and strength. Cheryl A. Johnson brings a wealth of experience and expertise to her practice, offering a safe and supportive environment where you can explore your concerns and work towards achieving your personal goals.

Welcome to Christopher Cordell, CNP, your trusted healthcare partner located at 200 Medical Center Drive, Middletown, Ohio. At our practice, we are committed to providing exceptional medical care with a focus on respect, compassion, and professionalism. Chris Cordell, APRN, MSN, is a highly qualified healthcare provider with a Bachelor of Science in Nursing from Ohio University and a Master of Science in Nursing from the University of Cincinnati. With extensive experience as a charge nurse in a neurology unit, Chris brings a wealth of knowledge and expertise to the Premier Orthopedic Spine Center. He is certified in CPR and Advanced Cardiac Life Support (ACLS), ensuring the highest standards of care for our patients.

Sommers Insurance & Financial Services, LLC is a reputable insurance agency located at 10344 Main Street in New Middletown, Ohio, United States. With a commitment to providing top-notch insurance products and financial services, our experienced team is dedicated to helping clients protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have a range of options to suit your needs. Contact us today to learn more about how we can help you secure your future.

Family Tax Service is a reputable accounting and finance institution located at 100 South Breiel Boulevard in Middletown, Ohio, United States. With a team of experienced professionals, we specialize in providing personalized tax services for families, individuals, and small businesses. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Family Tax Service is here to provide reliable and efficient solutions tailored to your specific needs. Visit us today and let us help you achieve your financial goals.

First Financial Bank & ATM, located at 300 North Main Street in Middletown, Ohio, offers a range of financial services including banking, finance, and ATM access. Our team of Wealth Advisors is ready to assess your financial situation and help you reach your goals. Take advantage of our special rates, including a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Use the equity in your home to fund your projects, and learn how to protect yourself from tax identity theft. With our Choice Checking account, enjoy expanded fee-free ATM access and lower loan rates. For business owners, we offer personalized service and solutions tailored to your needs. Explore Roth 401(k) options with our Yellow Cardinal Advisory Group and learn how to maximize your retirement savings. We are committed to supporting our community through lending and investments, with over $1 billion dedicated to community development. Sign up for our emails to receive financial tips and tools, and access our helpful articles on building a successful financial future. Don't miss out on our limited-time offers, including special rates on certificates and introductory rates on loans. Enroll in online banking today to access our convenient services for individuals and small/medium-sized businesses. Visit us at First Financial Bank & ATM to start planning for a brighter financial future.

The Master Registered Financial Consultant is a prestigious institution located at 1046 Summit Drive in Middletown, Ohio, United States. Our team of experienced professionals provide comprehensive financial consulting services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are looking to plan for retirement, invest wisely, or protect your assets, our team is here to help. Visit us today to see how we can assist you in reaching your financial objectives.

Welcome to LCNB National Bank, your trusted partner in banking and financial services located conveniently at 4441 Marie Drive, Middletown, Ohio. As a leading provider of comprehensive financial solutions, we are committed to helping individuals, families, and businesses achieve their financial goals with ease and confidence. Whether you're looking to open a new account, apply for a loan, or simply need access to an ATM, our dedicated team is here to provide personalized service tailored to your needs. At LCNB National Bank, we prioritize your financial well-being, offering a wide range of services that include personal and business banking, wealth management, and more. Visit us today to experience a community-focused approach to banking that combines modern convenience with a personal touch. Let us help you navigate your financial journey with expertise and care.

Welcome to U.S. Bank Branch, conveniently located at 4221 Hamilton Middletown Road in Hamilton, Ohio. As a trusted leader in the banking and finance industry, we are dedicated to providing our community with a wide range of financial services tailored to meet your personal and business needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable staff is here to assist you with exceptional service and expert guidance. At U.S. Bank, we prioritize building strong, lasting relationships with our clients, ensuring that your financial goals are within reach. Visit us today to experience the commitment and reliability that have made U.S. Bank a cornerstone in the community.

Welcome to PNC Bank, conveniently located at 3359 Towne Boulevard in Middletown, Ohio. As a trusted name in banking and finance, we are committed to providing exceptional financial services to meet your personal and business needs. Our branch offers a comprehensive range of services including personal banking, business banking, and wealth management solutions. Whether you're looking to open a checking or savings account, apply for a loan, or explore investment opportunities, our experienced team is here to assist you every step of the way. For your convenience, we also offer a 24/7 ATM service, ensuring you have access to your finances whenever you need it. Visit us today and experience the PNC Bank difference, where customer satisfaction is our top priority.

Welcome to Chase Bank, conveniently located at 2400 North Verity Parkway, Middletown, Ohio 45042. As a leading provider in the financial services industry, we offer a comprehensive range of banking solutions tailored to meet your needs. Whether you're looking to open a new checking account, manage your finances, or access cash quickly, Chase Bank is here to help. Explore our Chase Total Checking® offer, designed specifically for new customers, and find the account that best suits your lifestyle. With the convenience of making purchases using your debit card, you can bank seamlessly from virtually anywhere—whether it's through your phone, tablet, or computer.

Druschel Financial Services is a reputable finance institution located at 5950 Silver Creek Road in New Middletown, Ohio, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Druschel Financial Services to guide you towards a secure financial future.

Ameriprise Financial is a finance institution located at 1047 Summit Drive, Middletown, Ohio, United States. They offer personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. The institution focuses on tracking progress and adjusting strategies to adapt to life's changes. Background and qualification information can be found on FINRA's BrokerCheck website. The Retirement Interactive tool helps clients explore important issues that could impact their retirement income. Brian Meyer, the advisor, can only conduct securities business in certain states where properly registered. The institution cannot guarantee future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends or family members to help them achieve their financial goals. Users of the site agree to be bound by the terms of Ameriprise Financial Website Rules and Regulations.

U.S. Bancorp Investments - Financial Advisors in Hamilton, Ohio, is a trusted finance institution located at 4221 Hamilton Middletown Road. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. Visit us today to learn more about our services and how we can help you secure a more stable financial future.

Edward Jones - Financial Advisor: Caitlin R McBee, AAMS™ is a reputable finance institution located at 612 North University Boulevard in Middletown, Ohio, United States. As a trusted financial advisor, Caitlin R McBee, AAMS™ specializes in providing personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, clients can rely on Caitlin R McBee, AAMS™ to provide expert guidance and tailored solutions to meet their financial needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Caitlin R McBee, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Summit Financial Advisors Inc is a reputable finance institution located at 1046 Summit Drive in Middletown, Ohio, United States. With a team of experienced financial advisors, they provide a range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or wealth management, Summit Financial Advisors Inc offers personalized solutions tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Jennifer Doherty is a Financial Advisor at Ameriprise Financial Services, LLC located at 1047 Summit Drive in Middletown, Ohio, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. Jennifer is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a strong code of ethics and continuing education to ensure her clients receive the best financial guidance possible. With a focus on personalized service and a wide range of certifications, Jennifer Doherty is a trusted financial advisor for all your financial planning needs.

Edward Jones - Financial Advisor: Meg Ortman is a trusted financial institution located at 612 North University Boulevard in Middletown, Ohio, United States. As a dedicated financial advisor, Meg Ortman provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Meg Ortman and the team at Edward Jones are here to help you every step of the way.

Somnio Capital Solutions - Ameriprise Financial Services, LLC is a finance institution located at 1047 Summit Drive in Middletown, Ohio, United States. Each Ameriprise advisor at this institution has their own "Top areas of focus" to help clients achieve their financial goals. You can review the advisor's background, credentials, and experience to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then schedule a complimentary initial consultation with you. Get personalized financial guidance and support at Somnio Capital Solutions - Ameriprise Financial Services, LLC.

Edward Jones Investments is a renowned finance institution located at 608 North University Boulevard in Middletown, Ohio, United States. With a strong reputation for providing personalized investment services, Edward Jones is committed to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offers a wide range of investment options and financial planning services to meet the unique needs of each client. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones Investments is dedicated to helping you build a secure financial future.

Duane Siegenthaler is a financial advisor at Ameriprise Financial Services, LLC located at 1047 Summit Drive in Middletown, Ohio, United States. With a focus on helping clients achieve their financial goals, Duane offers personalized financial advice and guidance. His background, credentials, and experience make him a trusted partner in managing your finances. By filling out the "Request consultation" form, you can connect with Duane for a complimentary initial consultation to discuss your financial needs and objectives. Each Ameriprise advisor has their own areas of focus, so be sure to review Duane's approach to see how it aligns with your goals. Contact Duane Siegenthaler today to start planning for your financial future.