Savings strategies in Independence, Ohio
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Thomas W Titus - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas W. Titus is a financial advisor at Ameriprise Financial Services, LLC located at 970 Windham Court in Youngstown, Ohio, United States. With a focus on providing personalized financial solutions, Thomas helps clients reach their financial goals and secure their financial future. Each Ameriprise advisor, including Thomas W. Titus, has specific areas of expertise to best serve their clients. By reviewing their backgrounds, credentials, and experience, clients can determine which advisor aligns best with their financial needs and goals.
970 Windham Ct Ste 1A, Youngstown, OH 44512, United States -
Philip Bova - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhilip Bova - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 965 Windham Court, Youngstown, Ohio, United States. Philip Bova offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, retirement, making smart investments, or any other financial need. The institution provides solutions for insurance coverage to protect clients and their loved ones from unexpected events. Clients can schedule a complimentary initial consultation to discuss their financial planning needs. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Philip Bova is a registered advisor with FINRA and can conduct securities business with residents of certain states. The institution emphasizes the importance of preparing for the unexpected and aims to help clients achieve their financial goals.
965 Windham Ct Ste 5, Youngstown, OH 44512, United States -
Renee Hefner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRenee Hefner is a Financial Advisor at Ameriprise Financial Services, LLC located at 6599 Seville Drive in Canfield, Ohio, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Renee is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients. Contact Renee Hefner at Ameriprise Financial Services for personalized financial advice and wealth management solutions.
6599 Seville Dr #100, Canfield, OH 44406, United States -
Erin Spalding - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedErin Spalding is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8170 South Avenue in Youngstown, Ohio, United States. The institution, part of The Handel2 Group, was awarded the Ameriprise Client Experience Award in 2023. They offer consultations on financial planning concepts and investment products, with a focus on providing a positive experience for their clients. Erin Spalding is registered with FINRA and can conduct securities business in specific states. Clients can expect personalized advice and guidance on achieving their financial goals. The institution emphasizes privacy and security in all interactions with clients.
8170 South Ave # 2, Youngstown, OH 44512, United States -
Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™
● OpenEdward Jones - Financial Advisor: Lori A Ferreri, AAMS™ is a reputable financial institution located at 3649 Canfield Road in Youngstown, Ohio. As a certified Accredited Asset Management Specialist, Lori A Ferreri provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lori A Ferreri, AAMS™ is dedicated to helping individuals and families secure their financial future.
3649 Canfield Rd Suite 5, Youngstown, OH 44406, United States -
On Track Financial Services
● ClosedOn Track Financial Services is a finance institution located at 158 North Main Street in Columbiana, Ohio, United States. We specialize in providing a wide range of financial services to help individuals and businesses stay on track with their financial goals. Our experienced team of professionals offers personalized financial solutions, including budgeting, investment planning, retirement planning, and more. Whether you're looking to save for the future or grow your wealth, On Track Financial Services is here to help you navigate the complexities of the financial world.
158 N Main St, Columbiana, OH 44408, United States -
Bradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBradley A Handel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a reputable finance institution offering a wide range of services to meet the financial needs of individuals. The institution boasts a team of highly qualified professionals with various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors at Bradley A Handel have the expertise and knowledge to provide top-notch financial advice and services to their clients. The institution specializes in asset management, estate planning, retirement planning, investment strategies, and more, catering to the needs of retirees, small business owners, high net worth clients, and individuals with special financial considerations. The advisors at Bradley A Handel are committed to upholding a code of ethics and providing personalized financial solutions to help clients achieve their financial goals.
8170 South Ave # 2, Youngstown, OH 44512, United States -
The Handel2 Group - Ameriprise Financial Services, LLC
● ClosedThe Handel2 Group - Ameriprise Financial Services, LLC, located at 8170 South Avenue, Youngstown, Ohio, United States, is a finance institution that focuses on providing personalized investment and financial planning services. The Handel2 Group has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at The Handel2 Group is committed to helping clients navigate the complexities of financial planning and adjust their approach as life changes. To learn more about how The Handel2 Group can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and advisors are registered to do business in certain U.S. states.
8170 South Ave # 2, Youngstown, OH 44512, United States -
JanJanin Financial Group
● ClosedJanJanin Financial Group is a leading finance institution located at 1045 Tiffany South in Youngstown, Ohio, United States. With a strong reputation for providing expert financial services, JanJanin Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is dedicated to helping you achieve your financial goals. Trust JanJanin Financial Group to provide personalized, reliable, and innovative financial solutions to help you secure a brighter financial future.
1045 Tiffany S #1, Youngstown, OH 44514, United States -
Edward Jones - Financial Advisor: Jason Witkoski
● OpenEdward Jones - Financial Advisor: Jason Witkoski is a reputable finance institution located at 154 Youngstown Hubbard Road in Hubbard, Ohio, United States. With a focus on providing personalized financial advice and guidance, Jason Witkoski helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Jason Witkoski is dedicated to helping clients achieve their financial goals and secure their financial future.
154 Youngstown Hubbard Rd Suite F, Hubbard, OH 44425, United States -
Brian McCarty - Thrivent
● ClosedBrian McCarty - Thrivent is a financial institution located at 46 South Main Street in Poland, Ohio, United States. They are licensed in multiple states including AZ, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
46 S Main St, Poland, OH 44514, United States -
Stephanie McCarty - Thrivent
● ClosedStephanie McCarty - Thrivent is a finance institution located at 46 South Main Street, Poland, Ohio, United States. They are licensed in multiple states including AZ, CO, FL, GA, IN, KY, MI, NC, NM, NV, OH, PA, SC, SD, TN, TX, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
46 S Main St, Poland, OH 44514, United States -
McNally Financial - Prudential
● ClosedMcNally Financial - Prudential is a trusted finance institution located at 211 South Main Street in Poland, Ohio, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, McNally Financial - Prudential provides expert advice and personalized strategies to help clients navigate the complexities of the financial world. Whether you're looking to invest, plan for retirement, or secure a loan, this institution is dedicated to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.
211 S Main St, Poland, OH 44514, United States -
Christina M Matthews - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristina M. Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. Christina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. Christina's specialized knowledge allows her to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Christina can help guide you through the complex world of finance with professionalism and expertise. Contact Christina M. Matthews today for personalized financial advice and wealth management services.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle 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®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Tolmiros Financial Designs
● ClosedTolmiros Financial Designs is a premier finance institution located at 4308 Belmont Avenue in Youngstown, Ohio, United States. With a team of expert financial advisors, we provide customized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, our experienced professionals are here to assist you every step of the way. Trust Tolmiros Financial Designs to help you secure your financial future.
4308 Belmont Ave Suite 2, Youngstown, OH 44505, United States -
Edward Jones - Financial Advisor: Jay Bowler
● ClosedEdward Jones - Financial Advisor: Jay Bowler is a reputable financial institution located at 1040 Lake Avenue in Ashtabula, Ohio, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With Jay Bowler at the helm, clients can trust in his expertise and dedication to providing top-notch financial guidance. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones - Financial Advisor: Jay Bowler is committed to helping you navigate the complexities of the financial world with confidence.
1040 Lake Ave, Ashtabula, OH 44004, United States -
Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian 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.
3378 State Rte 5, Cortland, OH 44410, United States -
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAustin 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.
3378 State Rte 5, Cortland, OH 44410, United States -
Shively, Rider & Associates - Ameriprise Financial Services, LLC
● OpenShively, 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.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Hannon & Associates Financial
● OpenHannon & Associates Financial is a reputable finance institution located at 47 Westchester Drive in Youngstown, Ohio. Our team of experienced professionals is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or wealth management, we are here to help. Visit us today to learn more about how we can assist you in securing your financial future.
47 Westchester Dr, Youngstown, OH 44515, United States -
Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErnie 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.
3378 State Rte 5, Cortland, OH 44410, United States -
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas 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.
3378 State Rte 5, Cortland, OH 44410, United States -
Hovanic Wealth Solutions
● ClosedHovanic Wealth Solutions is a finance institution located at 8009 East Market Street in Warren, Ohio, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to provide personalized solutions tailored to your specific needs. Trust Hovanic Wealth Solutions to guide you towards financial success.
8009 E Market St, Warren, OH 44484, United States -
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCynthia 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.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Faubel Financial Group
● ClosedFaubel Financial Group is a leading accounting and finance institution located at 1280 Boardman-Canfield Road in Boardman, Ohio, United States. With a team of experienced professionals, Faubel Financial Group offers a wide range of financial services including tax preparation, accounting, investment planning, and more. Whether you are an individual or a business looking for expert financial guidance, Faubel Financial Group is dedicated to helping you achieve your financial goals.
1280 Boardman-Canfield Rd, Boardman, OH 44512, United States -
Earline Stiltner: Primerica - Financial Services
● OpenEarline Stiltner: Primerica - Financial Services is a reputable finance and insurance agency located at 2217 East 43rd Street in Ashtabula, Ohio. With a team of experienced professionals, they provide a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Earline Stiltner: Primerica is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to secure your financial future.
2217 E 43rd St, Ashtabula, OH 44004, United States -
Chris Minotti - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChris Minotti - Financial Advisor at Ameriprise Financial Services, LLC, located at 30100 Chagrin Boulevard in Pepper Pike, Ohio, offers comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized strategies tailored to each individual's needs, Chris Minotti provides expert guidance on retirement planning, wealth management, investment strategies, and more. With a commitment to building long-lasting relationships and providing top-notch customer service, clients can trust Chris Minotti to help them navigate the complexities of the financial world and secure their financial future.
30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a leading finance institution located at 200 Public Square in Cleveland, Ohio, United States. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, Baird Private Wealth Management provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Baird Private Wealth Management can help you secure your financial future.
200 Public Square Ste 1650, Cleveland, OH 44114, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a leading finance institution located in Pomeroy, Ohio, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for education, or grow your wealth, Raymond James Financial Services has the expertise and resources to assist you every step of the way. Trustworthy, reliable, and committed to client success, Raymond James Financial Services is a trusted partner in helping individuals and businesses secure their financial future.
E 2nd St & Court St, Pomeroy, OH 45769, United States
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