TOP 10 Professional financial planning in Plain City, OH
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Zappitelli Financial Services - Tax Preparer - Accounting Firm - Financial Planner
Zappitelli Financial Services is a well-established institution located in Mentor-on-the-Lake, Ohio, United States. Specializing in tax preparation, accounting services, and financial planning, our team of experts is dedicated to helping individuals and businesses navigate the complexities of financial management. With a commitment to providing personalized and professional service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us at 7865 Plains Road to learn more about how we can assist you with all your accounting and finance needs.
Edward Jones - Financial Advisor: Joshua Bell
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.
Greg Schuette - State Farm Insurance Agent
Greg Schuette - State Farm Insurance Agent is a well-established insurance agency located at 135 West Washington Street in Napoleon, Ohio. With over 43 years of experience, our dedicated staff is committed to providing insurance and financial services to the residents of Henry, Fulton, Defiance, Wood, and Putnam Counties. Whether you are in need of auto, home, life, or health insurance, we are here to protect your financial future in the most cost-effective way possible. At Greg Schuette Insurance Agency, we understand the importance of personalized service and are proud to offer plain language answers to all your insurance questions. From free quotes on auto, car, truck, motorcycle, homeowners, condo, and renters insurance, to creating a Personal Price Plan for you and your family, we are here to help you every step of the way.
Alan C Wilson CPA Inc
Alan C Wilson CPA Inc is a reputable accounting and finance institution located at 9630 Mission Drive, Plain City, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are an individual or a business, Alan C Wilson CPA Inc is dedicated to helping you achieve your financial goals.
JR Hassen Wealth Management
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.
Lavelle w Dana CPA
Lavelle W Dana CPA is a professional accounting and finance institution located at 12190 Taylor Road in Plain City, Ohio, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to accuracy and integrity ensures that clients receive top-notch financial guidance and support. Whether you are an individual or a business owner, Lavelle W Dana CPA is committed to helping you achieve your financial goals.
New York Life
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.
Garren-Hudson Kimberly A DO
Welcome to Garren-Hudson Kimberly A DO, where compassionate and comprehensive healthcare is our top priority. Located at 7519 Fredle Drive, Concord, Ohio, our practice is dedicated to providing exceptional medical care to the community. Dr. Kimberly A. Garren-Hudson, an experienced and highly regarded physician, is committed to treating each patient with personalized attention and respect. Dr. Garren-Hudson completed her medical education at the Ohio University College of Osteopathic Medicine and has extensive training from renowned institutions such as Fairview General Hospital and St. John Medical Center. Her dedication to patient care is reflected in her thorough examinations and ability to make complex medical conditions easy to understand.
Susan Ogle
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.
- Financial consulting
- Notary
- Tax consultant
- Tax preparation services
- Financial advisor
- Life insurance companies
- Health insurance companies
- Financial advisor for retirees
- Retirement planning advisor
- professional financial planning in Boardman
- professional financial planning in Canton
- professional financial planning in Cincinnati
- professional financial planning in Napoleon
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