TOP 10 Retirement and health benefits planning in Ohio
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OneDigital Cleveland
● ClosedOneDigital Cleveland is a leading health insurance agency located at 4200 Rockside Road in Independence, Ohio. As part of the larger OneDigital network, we specialize in providing top-notch health insurance solutions to individuals and businesses in the Cleveland area. Our team of experienced professionals is dedicated to helping our clients find the right coverage at the best possible price. Whether you are looking for individual health insurance or group coverage for your employees, OneDigital Cleveland has you covered. Contact us today to learn more about our services and how we can help you navigate the complex world of health insurance.
4200 Rockside Rd, Independence, OH 44131, United States -
AssetBenefit
● ClosedAssetBenefit is a leading health insurance agency located at 855 West 130th Street in Hinckley, Ohio, United States. Our institution specializes in providing personalized insurance solutions that protect and benefit our clients' assets. With a team of experienced professionals, we strive to offer comprehensive coverage options that prioritize the health and well-being of our customers. Whether you are looking for individual or group health insurance plans, AssetBenefit is committed to helping you find the right policy to meet your needs. Contact us today to learn more about our services and how we can help you secure a brighter, healthier future.
855 W 130th St, Hinckley, OH 44233, United States -
Oswald Companies
● ClosedLocated at 39 East Market Street in Akron, Ohio, Oswald Companies is a full-service insurance agency dedicated to serving the needs of local businesses and nonprofit clients. With a focus on Employee Benefits, Property & Casualty Insurance, and Specialty Life and Retirement Plans, Oswald Akron is committed to providing innovative solutions and exceptional service to the local employer community. The team at Oswald is deeply engaged in the Summit, Stark, and Mahoning Valley region, supporting numerous community initiatives and serving dozens of nonprofit organizations as clients. Contact Oswald Companies at 330-344-9344 or email [email protected] for more information.
39 E Market St Suite 101, Akron, OH 44308, United States -
Ashley Himes - State Farm Insurance Agent
● ClosedAshley Himes - State Farm Insurance Agent is a reputable insurance agency located at 247 West Court Street in Sidney, Ohio, United States. Led by Ashley Himes, the agency is dedicated to making a positive impact in the lives of others through financial reviews, team leadership, and community involvement. Since its establishment in September 2016, the agency has consistently achieved Chairman's Circle and Ambassador Club status. They are active members of the Sidney/Shelby Chamber of Commerce, United Way Board, and various charities. The agency offers a range of insurance services including Auto, Home, Motorcycle, Life, and Health Insurance, as well as Small Business liability and Benefits Packages. They also assist with Retirement Planning, Farm Insurance, Estate Considerations, and FEMA policies for flood insurance. Additionally, they provide free in-office services such as Notary Public, Budget Assistance, and Saving Alternatives.
247 W Court St, Sidney, OH 45365, United States -
Malhotra & Assoc. Insurance – Piqua
● ClosedMalhotra & Assoc. Insurance in Piqua, Ohio, is more than just your average insurance agency. Located at 400 North Wayne Street, our team understands that your life, goals, assets, and dreams are unique and cannot be captured in a simple online form. That's why we provide personalized service and look out for your best interests. Whether you're buying a home, starting a family, or navigating the complexities of life insurance, we are here to help you make informed decisions. Our professional and trusted consultants will work with you to understand what is best for your life and your needs.
400 N Wayne St, Piqua, OH 45356, United States -
Joe Maher - State Farm Insurance Agent
● ClosedJoe Maher - State Farm Insurance Agent is a reputable insurance agency located at 1518 Marsetta Drive, Beavercreek, Ohio, United States. With a Bachelor of Business degree from Western Illinois University and over two decades of experience as a State Farm Agent, Joe Maher specializes in insurance and financial services. He holds professional certifications as a Chartered Life Underwriter, Chartered Property and Casualty Underwriter, and ChFC. Specializing in relocations to the Dayton area, Joe Maher's goal is to help clients manage the risks of everyday life by providing education and guidance to make informed decisions. Whether you are looking to protect your loved ones with Personal Price Plans or seeking investment advice for retirement planning, Joe Maher is dedicated to helping you achieve your financial goals.
1518 Marsetta Dr, Beavercreek, OH 45432, United States -
Michael Brune, Bankers Life Agent
● ClosedMichael Brune, Bankers Life Agent is an insurance agency located at 9050 Centre Pointe Drive in West Chester, Ohio. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, Michael Brune can help you navigate the complexities of Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.
9050 Centre Pointe Dr # 260, West Chester Township, OH 45069, United States -
Metlife: Caruso Patrick
● OpenMetlife: Caruso Patrick is an insurance agency located at 312 Elm Street in Cincinnati, Ohio, United States. As a trusted provider of insurance services, Metlife: Caruso Patrick offers a wide range of insurance products to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, their team of experienced professionals is dedicated to helping clients find the right coverage at the best possible price. Whether you are in need of auto, home, life, or business insurance, Metlife: Caruso Patrick is here to provide you with personalized service and expert guidance. Contact them today to learn more about their insurance solutions.
312 Elm St #1475, Cincinnati, OH 45202, United States -
Schyler Malicoat, Bankers Life Agent
● ClosedSchyler Malicoat, Bankers Life Agent is an insurance agency located at 9050 Centre Pointe Drive in Ohio, United States. As a trusted Bankers Life Agent, Schyler Malicoat provides personalized insurance solutions to meet the unique needs of individuals and families. With a focus on customer service and expertise in the insurance industry, clients can trust Schyler Malicoat to help them navigate the complexities of insurance coverage and find the right policies to protect their financial future. Contact Schyler Malicoat, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure peace of mind.
9050 Centre Pointe Dr # 260, West Chester Township, OH 45069, United States -
Nick Perrico, Sr. - State Farm Insurance Agent
● ClosedNick Perrico, Sr. - State Farm Insurance Agent is a reputable insurance agency located at 6401 South Broadway, Lorain, Ohio, United States. Meet Nick Perrico, the experienced and dedicated agent who is committed to providing efficient insurance services to his customers. With a background in Youngstown State University and years of experience in the insurance industry, Nick has a passion for serving people and ensuring they have the proper coverage. At Nick Perrico's State Farm Agency, customers can expect a comprehensive range of insurance services, including auto, homeowners, renters, business, life, and health insurance. Nick takes pride in offering personalized service, taking the time to understand each customer's unique needs and providing tailored insurance solutions.
6401 S Broadway, Lorain, OH 44053, United States -
Darrell Montgomery, Bankers Life Agent
● ClosedDarrell Montgomery, Bankers Life Agent is an insurance agency located at 1559 Corporate Woods Parkway in Uniontown, Ohio, United States. Specializing in providing insurance solutions from Bankers Life, our dedicated agent, Darrell Montgomery, is committed to helping clients secure their financial future. With a focus on personalized service and tailored insurance plans, we strive to meet the unique needs of each individual and family. Contact us today to learn more about our services and how we can help protect what matters most to you.
1559 Corporate Woods Pkwy Ste 200, Uniontown, OH 44685, United States -
The Northwestern Mutual - Bradley Patterson
● OpenThe Northwestern Mutual - Bradley Patterson is a finance institution located at 148 North Summit Street in Toledo, Ohio, United States. As a trusted financial planning firm, we are dedicated to helping our clients achieve their financial goals and secure their future. Our experienced team, led by Bradley Patterson, provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
148 N Summit St, Toledo, OH 43604, United States -
Kyle Schimming
● ClosedKyle Schimming is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Kyle Schimming joined Savage and Associates in 2015, where he specializes in retirement planning for businesses and individuals, as well as individual wealth management. He works closely with local employers to establish 401(k) and IRA plans for their employees, and also provides education on Total Employee Health and Retiree Benefit plans. Kyle also assists families with investment management and college planning. After graduating from Genoa High School in 2008, Kyle obtained his Bachelor's degree from Bowling Green State University in 2012. He is securities registered in multiple states and holds the designation of AIF® (Accredited Investment Fiduciary).
655 Beaver Creek Cir, Maumee, OH 43537, United States -
St Bonore Financial Services
● OpenSt. Bonore Financial Services is a family-owned finance institution located at 152 West Water Street in Oak Harbor, Ohio, United States. Specializing in comprehensive financial planning, they are dedicated to helping individuals and families secure their financial future and leave a legacy of love and security. As CERTIFIED FINANCIAL PLANNERS™, they offer services such as life insurance, retirement planning, and voluntary benefits programs for businesses. The father-daughter team at St. Bonore Financial Services is committed to building lifelong relationships with their clients, ensuring that their financial goals align with their values and priorities. With a focus on integrity and commitment, they strive to provide personalized and trustworthy service to the community of Oak Harbor and beyond. George A. St. Bonore and Erin R. Flower are licensed agents with New York Life Insurance Company and NYLIFE Securities LLC, offering a range of insurance and investment products to meet the unique needs of their clients. Contact St. Bonore Financial Services today to start planning for a brighter financial future.
152 W Water St, Oak Harbor, OH 43449, United States -
Lincoln Financial Group: Cincinnati
● ClosedLincoln Financial Group in Cincinnati is a renowned finance institution located at 8044 Montgomery Road in Ohio, United States. With a strong reputation for providing top-notch financial services, Lincoln Financial Group offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. The institution is known for its expertise in financial planning, investment management, insurance services, and retirement planning. With a team of experienced professionals, Lincoln Financial Group in Cincinnati is dedicated to providing personalized and comprehensive financial solutions to its clients.
8044 Montgomery Rd #450, Cincinnati, OH 45236, United States -
Elevate Financial Consulting
● ClosedElevate Financial Consulting is a premier finance institution located at 2150 West 117th Street in Cleveland, Ohio, United States. We specialize in providing expert financial advice and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to elevating your financial well-being through personalized strategies and top-notch service. Whether you need help with investments, retirement planning, or budgeting, Elevate Financial Consulting is here to help you reach new heights of financial success.
2150 W 117th St #1176, Cleveland, OH 44111, United States -
Skylight Financial Group
● OpenSkylight Financial Group is a leading finance institution located at 1 Maritime Plaza in Toledo, Ohio, United States. With a team of experienced professionals, Skylight Financial Group offers a wide range of financial services including investment management, retirement planning, insurance solutions, and wealth management. Whether you are an individual looking to secure your financial future or a business in need of strategic financial advice, Skylight Financial Group is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
1 Maritime Plaza 4th floor, Toledo, OH 43604, United States -
Merrill Lynch Financial Advisor David Space
● ClosedMerrill Lynch Financial Advisor David Space is a finance institution located at 10100 Innovation Drive in Miamisburg, Ohio, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. They offer a personalized approach to investing, taking the time to understand each client's goals, priorities, and personal investment style. With access to the global resources of Merrill and services from Bank of America, clients can benefit from a range of financial solutions tailored to their unique circumstances. The team at Merrill Lynch is committed to helping clients achieve their financial goals, whether it's planning for education, retirement, or health care costs. By staying in touch with clients and adapting their approach as needed, Merrill Lynch aims to help clients navigate the complexities of investing and reach their goals. With a focus on personalized service and financial education, Merrill Lynch is dedicated to helping clients live their best financial life.
10100 Innovation Drive #300, Miamisburg, OH 45342, United States -
Marie T Shultz - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMarie T Shultz is a Financial Advisor at Ameriprise Financial Services, LLC located at 1604 East Perkins Avenue in Sandusky, Ohio, United States. Marie 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Marie is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Marie T Shultz for comprehensive and personalized financial planning services.
1604 E Perkins Ave Ste 109, Sandusky, OH 44870, United States -
Noble-Davis Consulting, Inc
● ClosedNoble-Davis Consulting, Inc is a reputable finance institution located at 6190 Cochran Road in Solon, Ohio, United States. With a team of experienced financial experts, they provide a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, wealth management, or retirement strategies, Noble-Davis Consulting, Inc is dedicated to providing personalized and professional advice to help you succeed financially. Trustworthy and reliable, they are committed to helping their clients make informed decisions and secure their financial future.
6190 Cochran Rd Suite D, Solon, OH 44139, United States -
Premier Bank
● ClosedPremier Bank is a trusted financial institution located at 1130 Ohio 303 in Streetsboro, Ohio, United States. As a full-service bank, Premier Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts through the bank's ATM services. With a commitment to providing personalized and reliable financial solutions, Premier Bank is dedicated to helping individuals and businesses achieve their financial goals.
1130 OH-303, Streetsboro, OH 44241, United States -
Achkar Jean-Paul MD
● OpenDr. Jean-Paul Achkar is a highly esteemed Staff Physician in the Department of Gastroenterology at the Digestive Disease Center, located on the Main Campus of Cleveland Clinic. With extensive expertise in gastroenterology, Dr. Achkar specializes in Crohn's disease and ulcerative colitis, offering top-tier medical care to patients with inflammatory bowel disease (IBD). Professional Background:
9500 Euclid Ave, Cleveland, OH 44195, United States -
At Home With Shepherd
● ClosedAt Home With Shepherd is dedicated to providing high-quality home health care services to residents in Trumbull, Mahoning, and Columbiana counties. We understand that receiving health care in the comfort and familiarity of your home can be more calming, convenient, and comfortable than being treated in an office, rehab center, or other clinical settings.
5525 Silica Rd #2, Austintown, OH 44515, United States -
Dr. Rosemary S. Keskinen, MD
● OpenDr. Rosemary S. Keskinen, MD - Premier Dermatology Care in Chagrin Falls, OH Located at 551 Washington St, Chagrin Falls, OH 44022, Dr. Rosemary S. Keskinen, MD, stands as a beacon of exceptional dermatological care. With an impressive medical background and over four decades of experience, Dr. Keskinen has been a trusted provider for countless patients in the community.
551 Washington St, Chagrin Falls, OH 44022, United States -
MetLife
● ClosedAt MetLife, we are committed to providing comprehensive insurance solutions to protect you and your family, all in one convenient location. Our agency at 4235 W Market St, Leavittsburg, OH, specializes in a wide array of insurance products designed to meet your unique needs.
4235 W Market St, Leavittsburg, OH 44430, United States -
New York Life
● ClosedNew 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.
965 Windham Ct #3, Boardman, OH 44512, United States -
Huntington Insurance
● OpenWelcome to Huntington Insurance, your trusted local insurance agency located at 4301 Mahoning Ave NW in Warren, Ohio. At Huntington Insurance, we are dedicated to serving those who contribute to the growth, health, and safety of our communities. Our commitment to showing our gratitude is reflected in the comprehensive benefits and services we offer.
4301 Mahoning Ave NW, Warren, OH 44483, United States -
Ahmed Shameem M MD
● OpenDoctor, Health ---
3939 S Cleveland Massillon Rd, Barberton, OH 44203, United States -
Huntington Insurance
● ClosedWelcome to Huntington Insurance, your trusted partner in safeguarding the future of our community. Conveniently located at 64 S Broadway in Geneva, OH, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of individuals and families. Our commitment goes beyond just offering insurance policies; we aim to support those who dedicate their lives to the growth, health, and safety of our communities.
64 S Broadway, Geneva, OH 44041, United States -
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedNathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients. Certifications and Expertise:
22901 Millcreek Blvd Ste 375, Cleveland, OH 44122, United States
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