TOP 30 Personalized wealth planning in Plain City, Ohio

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JR Hassen Wealth Management, located at 1353 Market Avenue North in Canton, Ohio, has been assisting businesses, families, and individuals with their growth and retirement income plans since 2012. Joe Hassen, a United States Marine Corps Veteran and graduate of the University of Nevada Las Vegas, takes a personalized approach to financial planning, getting to know each client and their family to create a tailored retirement accumulation or distribution plan. In addition to managing investments such as 401k/IRA assets, the institution also provides advice on Social Security filing strategies, pension filing strategies, and protection strategies. Joe is actively involved in the community, serving on boards for North Canton Little League and North Canton Youth Football, as well as being a member of the Rotary Club of Plain Township.

The Siekmann Company is a reputable finance, health, and insurance agency located at 9000 Memorial Drive in Plain City, Ohio, United States. With a strong commitment to providing top-notch services to their clients, The Siekmann Company offers a wide range of financial, health, and insurance products to meet the diverse needs of individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and protect their health and assets. Whether you are looking for investment advice, health insurance coverage, or risk management solutions, The Siekmann Company is your trusted partner in navigating the complex world of finance and insurance.

Buckeye Brokerage is a reputable insurance agency located at 10311 Hazelnut Drive in Plain City, Ohio. With a strong commitment to providing exceptional service and tailored insurance solutions, Buckeye Brokerage is a trusted partner for individuals and businesses seeking comprehensive coverage. Their team of experienced agents is dedicated to helping clients navigate the complexities of insurance policies and find the best options to protect their assets and loved ones. Visit Buckeye Brokerage today for personalized assistance and peace of mind.

Edward Jones - Financial Advisor: Joshua Bell is a reputable finance institution located at 900 Village Boulevard in Plain City, Ohio, United States. Joshua Bell is a dedicated financial advisor with a wealth of experience in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your investments, Joshua Bell can provide personalized advice and guidance to help you make informed decisions. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Joshua Bell is the trusted partner you need for all your financial needs.

Zapitelli Robert A CPA is a reputable accounting and finance institution located at 7865 Plains Road in Mentor-on-the-Lake, Ohio, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch services tailored to meet your specific needs. Trust Zapitelli Robert A CPA for all your accounting and financial needs.

New York Life in Boardman, OH, is dedicated to providing comprehensive financial and insurance solutions tailored to meet your unique needs. With a strong commitment to customer service and community engagement, we offer a range of products and services designed to help you secure your financial future.Our Offerings:1. Permanent Policies: - Guaranteed death benefit and cash value growth over time. - Customizable long-term coverage to fit your needs and budget.

Welcome to Susan Ogle Insurance Agency, your trusted partner in securing your financial future. Located at 3914 Miami Road, Cincinnati, Ohio, we specialize in crafting personalized insurance solutions that cater to your unique needs and budget. Our offerings include permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment opportunities to enhance your policy’s value. We are dedicated to providing comprehensive support, from helping you manage everyday tasks if needed, to replacing lost income due to illness or injury. Our professionally managed investments offer potential market gains, while our bundled investment options come with low fees and flexibility to buy or sell quickly. Additionally, we offer investment strategies to help fund education expenses and provide income solutions tailored to your requirements.