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TOP 30 Savings strategies in Independence, OH
174 results found
Search for local businesses, places and services near you
Heather Pospisil - Associate Financial Advisor, Ameriprise Financial Services, LLC
Heather Pospisil - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6393 Oak Tree Boulevard in Independence, Ohio, United States, offers personalized financial planning services tailored to each client's individual goals and risk tolerance. With a focus on retirement planning, education savings, and investment strategies, Heather works closely with clients to track their progress and adjust their approach as life changes. Clients can access their accounts and track their goals securely from any device. Heather's qualifications and background information can be found on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to learn more about how Heather can help you achieve your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Referrals are welcome, and Heather looks forward to helping your friends and family members with their financial planning needs.
Ryan Montanari - Financial Advisor, Ameriprise Financial Services, LLC
Ryan Montanari, a financial advisor at Ameriprise Financial Services, LLC, located at 6100 Oak Tree Boulevard in Independence, Ohio, United States, specializes in providing personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Ryan works closely with clients to track progress, adjust strategies as life changes, and help achieve financial objectives. Clients can easily access their investments and accounts from any device, ensuring a secure and convenient experience. To learn more about how Ryan can assist you in reaching your financial goals, schedule a complimentary initial consultation. Please note that Ryan may only conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Feel free to refer friends or family members to Ryan for assistance in achieving their financial goals.
April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC
April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6393 Oak Tree Boulevard in Independence, Ohio, United States. April McMain holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, April McMain is dedicated to helping clients achieve their financial goals. Additionally, April McMain is a Certified Divorce Financial Analyst, offering specialized expertise in financial issues related to divorce. With a commitment to ongoing education and professional development, April McMain is well-equipped to provide tailored financial solutions to meet the unique needs of each client.
Christian Morton – Northwestern Mutual
Christian Morton – Northwestern Mutual is a reputable finance institution located at 950 Main Avenue in Cleveland, Ohio, United States. With a focus on providing comprehensive financial planning services, Christian Morton – Northwestern Mutual helps clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Christian Morton – Northwestern Mutual is dedicated to helping you secure a stable financial future.
Eric Tolbert & Associates - Ameriprise Financial Services, LLC
Eric Tolbert & Associates - Ameriprise Financial Services, LLC, located at 1422 Euclid Avenue, Cleveland, Ohio, United States, is a finance institution dedicated to helping clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, our team of Ameriprise Financial Advisors provides personalized advice to help clients achieve their financial goals in both the short and long term. With over 125 years of history, we understand the importance of building a trusting relationship with our clients to set them up for financial success. Our advisors are registered to do business in certain U.S. states and are committed to providing tailored advice to help clients reach their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or implement a financial wellness program in your workplace, our team is here to help.
Brian Martin - UBS Financial Services Inc.
Brian Martin - UBS Financial Services Inc. is a trusted financial institution located in Cleveland, Ohio, United States. Specializing in finance, our team of experienced professionals provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, investing in the stock market, or looking to grow your wealth, our institution offers comprehensive financial solutions tailored to your individual needs. With a focus on integrity and expertise, Brian Martin - UBS Financial Services Inc. is dedicated to helping clients make informed decisions and secure their financial future.
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC, located at 2 Summit Park Drive in Independence, Ohio, offers personalized financial advice, investment solutions, and progress tracking to help clients achieve their financial goals. With a focus on risk tolerance and potential returns, George Malaska can assist in creating a sound strategy for a more confident financial future. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through proper registration. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Please refer to FINRA's BrokerCheck website for more information on George Malaska's qualifications and registered states.
Edward Jones - Financial Advisor: Jacob P Karnow
Edward Jones - Financial Advisor: Jacob P Karnow is a trusted financial institution located at 5005 Rockside Road in Independence, Ohio. Specializing in personalized financial planning and investment strategies, Jacob P Karnow offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jacob P Karnow is dedicated to providing top-notch financial services to individuals and families in the Independence area. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jacob P Karnow and his team are here to help you every step of the way.
Stephen Mihalek - Morgan Stanley Financial Advisor
Stephen Mihalek is a trusted financial advisor at Morgan Stanley located at 31099 Chagrin Boulevard in Pepper Pike, Ohio. With years of experience in the finance industry, Stephen is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Stephen Mihalek can provide personalized financial advice and strategies tailored to your individual needs. Contact Stephen Mihalek at Morgan Stanley today to schedule a consultation and take the first step towards financial success.
Michael Short - Raymond James
Michael Short - Raymond James is a reputable finance institution located at 784 Medina Road in Medina, Ohio, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
Clark Guilliam Bertsch Wealth Management
Clark Guilliam Bertsch Wealth Management is a finance institution located at 875 North Cleveland Massillon Road, Akron, Ohio, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They provide securities-related services to residents of certain states in the U.S. and have restrictions based on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a privately owned website operated by a third-party. It is important to review the third-party's policies and terms and conditions before proceeding.
Lynne Peters - Financial Advisor, Ameriprise Financial Services, LLC
Lynne Peters - Financial Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest, Canton, Ohio, United States, is a reputable institution specializing in finance. Lynne Peters 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 Lynne Peters' expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. With a commitment to ethics and ongoing education, Lynne Peters is dedicated to providing high-quality financial advice and services to clients.
The Burt Group - Morgan Stanley
The Burt Group - Morgan Stanley is a reputable finance institution located at 4455 Dressler Road Northwest in Canton, Ohio, United States. As a part of Morgan Stanley, one of the leading financial services firms in the world, The Burt Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit The Burt Group - Morgan Stanley today for expert financial advice and services.
Craig M Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Craig M Burgess is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. Craig 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Craig's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig M Burgess for expert financial advice tailored to your specific needs.
Neven Zelich - Financial Advisor, Ameriprise Financial Services, LLC
Neven Zelich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5399 Lauby Road, North Canton, Ohio, United States. Neven Zelich 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®. Neven Zelich is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and clients with special financial needs. Neven Zelich is committed to upholding the highest standards of ethics and professionalism in the field of finance.
Reverence Planning LLC
Reverence Planning LLC, located at 3570 Executive Drive in Uniontown, Ohio, is a finance institution with a team boasting over 15 years of experience in insurance, Medicaid, Financial, and Estate planning. The team at Reverence Planning acts as advocates for families during difficult times, helping them understand their options and access funding for necessary care. With their expertise in Medicaid rules and planning, Reverence Planning is a leader in Northeast Ohio for Medicaid planning. Many American families are unprepared for the high costs of long-term care, which can quickly deplete savings and leave families financially devastated. Reverence Planning helps clients protect their assets and successfully access financial assistance for care, ensuring a secure future. By utilizing proven planning strategies, clients can protect a significant portion of their assets and receive the care they need without financial strain.
Kissell Financial LLC
Kissell Financial LLC is a reputable accounting and finance institution located at 8052 State Street in Garrettsville, Ohio, United States. With a team of experienced professionals, Kissell Financial LLC offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust Kissell Financial LLC to provide expert advice and personalized solutions to help them achieve their financial goals.
J & G Tax Service
J & G Tax Service is a reputable accounting and finance institution located at 235 Hardacre Drive in Xenia, Ohio, United States. They specialize in providing expert tax services to individuals and businesses, helping them navigate complex financial regulations and maximize their returns. With a team of experienced professionals, J & G Tax Service is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Whether you need help with tax preparation, bookkeeping, or financial planning, J & G Tax Service is here to help you achieve your financial goals.
GreenPath Debt Solutions
GreenPath Debt Solutions, located at 1627 Holland Road in Maumee, Ohio, is a trusted national nonprofit with over 60 years of experience helping individuals build financial health and resiliency. Their NFCC-certified counselors offer options to manage credit card debt, student loans, and homeownership. Whether you are facing foreclosure, looking for rental counseling, or considering a reverse mortgage, GreenPath's HUD-certified counselors provide trusted support to handle housing challenges. They offer a variety of free resources such as articles, tools, webinars, and classes to guide you on your financial journey. GreenPath's Debt Management Program can help you become debt-free faster by negotiating with major creditors to save you time and money. Testimonials from clients like Patricia from Alabama and Mandy from Wisconsin highlight the positive impact GreenPath has had on their financial situations. In 2023, GreenPath provided over 107,641 services and helped people pay off their debts through Debt Management Programs.
LaserShip
LaserShip, located at 6060 Rockside Woods Boulevard North in Independence, Ohio, is a last mile e-commerce delivery institution that goes the extra mile for its customers. With the largest 1 and 2 day ground footprint, they are able to deliver faster to meet customer expectations and build brand loyalty. By specializing in small package delivery, LaserShip saves on costs and offers lower shipping rates to clients. Serving 35 states and Washington, D.C., their delivery network reaches customers wherever they may be. LaserShip offers a proven alternative to single-carrier shipping strategies, helping businesses mitigate risk, save money, and increase flexibility. They also provide exciting delivery opportunities for professionals who are passionate about customer experience and have a strong attention-to-detail. In times of need, LaserShip uses their geographical footprint and infrastructure to support disaster recovery, hunger relief, community health improvement, and more.
Wealth Wisdom Financial
Wealth Wisdom Financial is a leading financial institution located at 5084 Wooster Road in Cincinnati, Ohio. Our team of experienced financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to provide you with the knowledge and guidance you need to make informed decisions. At Wealth Wisdom Financial, we believe in empowering our clients with the wisdom they need to secure their financial future. Contact us today to schedule a consultation and start your journey towards financial success.
Home Care Access
Welcome to Home Care Access, where we bring over 25 years of unparalleled experience in the home care, home health, and hospice industries to the heart of North Canton, Ohio. Led by industry expert Nancy, our mission is to advise and mentor both new and experienced home care providers, helping them transform their businesses into multiple-seven figure agencies, whether local or operating across multiple states.Our Services:- Home Health Care: Physician-led medical care administered by skilled professionals such as nurses, practitioners, or therapists. This service is ideal for patients recovering from chronic illnesses or injuries. - Personal Home Care: Non-medical assistance designed to help the elderly with Activities of Daily Living (ADLs) such as bathing, dressing, meal preparation, medication reminders, and cognitive stimulation. This service aims to enable seniors to age in place, maintaining their independence and comfort in familiar home environments.Why Choose Home Care Access?1. Expertise and Experience: With decades of experience, Nancy's guidance is second to none, helping home care providers grow and scale their businesses efficiently.
CBW Accounting & Tax
Specialized Services: 1. Tax Reduction Strategies for Owner-Operator Trucking Companies: We offer real, super impactful tax reduction strategies tailored specifically for your trucking business.
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Located in Canfield, Ohio, Nathan Roman serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a wealth of certifications and specialized expertise, Nathan Roman offers comprehensive financial planning and wealth management services tailored to the unique needs of individuals, retirees, small business owners, and families.
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