The 30 Best Senior financial security in Ohio
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Mark Fryer - Ameriprise Financial Services, LLC
Mark Fryer - Ameriprise Financial Services, LLC, located at 3418 Ridgewood Road in Akron, Ohio, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The professionals at Mark Fryer - Ameriprise Financial Services, LLC hold various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at Mark Fryer - Ameriprise Financial Services, LLC is equipped to help you navigate through the complexities of financial management. Additionally, they offer specialized services for specific needs, such as domestic partnership planning, estate planning, and retirement planning for seniors. With a focus on ethics, professionalism, and continuing education, Mark Fryer - Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
Sadar Financial Management
Sadar Financial Management is a reputable finance institution located at 520 South Main Street in Akron, Ohio, United States. Our experienced team of financial experts provide a wide range of services including investment management, financial planning, retirement planning, and estate planning. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.
Fleck Financial
Fleck Financial is a reputable finance institution located at 484 South Miller Road in Akron, Ohio, United States. With a strong focus on providing personalized financial solutions, Fleck Financial offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Fleck Financial can help you reach your financial objectives.
Edward Jones - Financial Advisor: Todd R Loxley
Edward Jones - Financial Advisor: Todd R Loxley is a trusted financial institution located in Canton, Ohio. With a focus on personalized service and tailored financial solutions, Todd R Loxley and his team at Edward Jones are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: Todd R Loxley provides expert guidance and support every step of the way. Visit their office at 5886 Fulton Drive Northwest to start planning for a secure financial future today.
Jason Clemens - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason Clemens is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4481 Munson Street Northwest, Canton, Ohio, United States. He holds various certifications such as 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 his expertise in asset management, domestic partnership advising, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior and retirement planning, divorce financial analysis, military financial advising, and long-term care planning. Jason Clemens is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring their financial well-being and security.
Jack Elgin - Financial Advisor, Ameriprise Financial Services, LLC
Jack Elgin - Financial Advisor, Ameriprise Financial Services, LLC, located at 5399 Lauby Road, North Canton, Ohio, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio analysis to help you track your progress towards financial success. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the safety and security of your investments. Contact us today to take the next step towards a more confident financial future.
Edward Jones - Financial Advisor: Vince Rosnack
Edward Jones - Financial Advisor: Vince Rosnack is a reputable financial institution located at 529 Canton Road in Akron, Ohio, United States. As a dedicated finance professional, Vince Rosnack offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, Vince Rosnack can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Vince Rosnack is a trusted partner in helping individuals and families secure their financial future.
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.
TPG Wealth Management - UBS Financial Services Inc.
TPG Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 43 Village Way in Hudson, Ohio, United States. With a focus on providing top-notch wealth management services, TPG Wealth Management offers personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at TPG Wealth Management is dedicated to providing expert advice and guidance every step of the way. Trust in TPG Wealth Management - UBS Financial Services Inc. to help secure your financial future.
Marie Chiarucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
Marie Chiarucci is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1315 Corporate Drive in Hudson, 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 demonstrate Marie's expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for various client needs. Marie is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on helping them achieve their financial goals and secure their financial future.
Landy, Hamilton & Associates - Ameriprise Financial Services, LLC
Landy, Hamilton & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 8710 Cleveland Avenue Northwest in North Canton, Ohio, United States. Named one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment and portfolio recommendations tailored to your goals and risk tolerance. Our team documents your objectives, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With easy access to your investments and accounts from any device, we prioritize your security and privacy. Schedule a complimentary consultation to learn more about how we can assist you in reaching your financial goals. Our advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial well-being. Let us help you plan for a secure retirement and navigate potential challenges that may impact your income. Contact us today to get started on your path to financial success.
Micaela Marie Amburgey - Financial Advisor, Ameriprise Financial Services, LLC
Micaela Marie Amburgey is a Financial Advisor at Ameriprise Financial Services, LLC located at 1315 Corporate Drive, Hudson, Ohio, United States. Micaela 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, 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 Micaela's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, risk management, and more. With a commitment to excellence and a dedication to helping clients achieve their financial goals, Micaela Marie Amburgey is a trusted financial advisor in the Hudson area.
John Gubanich - Financial Advisor, Ameriprise Financial Services, LLC
John Gubanich is a financial advisor at Ameriprise Financial Services, LLC located at 8972 Darrow Road in Twinsburg, Ohio, United States. With a focus on providing personalized financial advice, John can help you reach your financial goals. Each Ameriprise advisor has their own unique areas of focus, so be sure to review John's background, credentials, and experience to see if he aligns with your needs. To get started, fill out the "Request consultation" form on the website to schedule a complimentary initial consultation with John. Take the first step towards securing your financial future with John Gubanich at Ameriprise Financial Services, LLC.
Merrill Lynch Financial Advisor J Brian DeGroft
Merrill Lynch Financial Advisor J Brian DeGroft, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, is a finance institution led by Senior Vice President & Wealth Management Advisor, J. Brian DeGroft, CIMA®, CPFA, with 30 years of experience. Brian and his team, The Renie DeGroft Arthur Hall Group, offer customized wealth management advice and fiduciary services to high net worth individuals and institutional clients. Brian's expertise includes Investment Management, Retirement Income Planning, Wealth Structuring, Philanthropic Solutions, and more. His team of specialists at Merrill, Bank of America, and Bank of America Private Bank provide clients with personalized financial solutions. Brian believes in building strong client relationships based on trust and personalized service, focusing on the client's goals and priorities. Through conversations and the Investment Personality Assessment, Brian helps clients develop personalized financial approaches to pursue their long-term goals. With access to the resources of Merrill and Bank of America, Brian works with clients to manage, grow, and preserve their wealth while considering their evolving needs and life changes. The mission of Merrill Lynch Financial Advisor J Brian DeGroft is to understand each client's unique circumstances and help them achieve their financial goals through tailored solutions and ongoing support.
Pro Seniors Inc
Pro Seniors Inc, located at 7162 Reading Road in Cincinnati, Ohio, is a non-profit institution dedicated to helping Ohio seniors with legal and long-term care issues, as well as fighting against Medicare fraud. Our services include education, advice, advocacy, representation, and justice for seniors in Ohio, all provided at no cost to clients. If you are facing legal challenges related to Medicaid, nursing home care, or financial exploitation, our team of experts is here to help. Our Legal Helpline allows Ohio seniors to speak with an attorney free of charge, with assistance available for seniors living in Southwest Ohio. Our ombudsmen act as advocates for those in nursing home services and other long-term care facilities, ensuring that seniors' rights are protected and connecting them with necessary services and agencies.
Johnathan Barber -- Senior Mortgage Specialist -- OHIO, KENTUCKY, FLORIDA, and INDIANA
Johnathan Barber is a highly experienced Senior Mortgage Specialist serving clients in Ohio, Kentucky, Florida, and Indiana. Located at 8050 Beckett Center Drive in Beckett Ridge, Ohio, Johnathan Barber provides expert financial guidance and support for individuals seeking mortgage solutions. With a deep understanding of the real estate market and a commitment to excellence, Johnathan Barber is dedicated to helping clients secure the best possible mortgage options tailored to their specific needs. Trust Johnathan Barber for all your mortgage needs in Ohio, Kentucky, Florida, and Indiana.
Health Insurance for Seniors, LLC
Health Insurance for Seniors, LLC is a dedicated health insurance agency located at 6308 Seminole Trl, Mentor, OH 44060, United States. Our mission is to provide comprehensive and personalized health insurance solutions tailored specifically for seniors. With a deep understanding of the unique healthcare needs and financial considerations of older adults, we offer a wide range of insurance plans designed to ensure peace of mind and financial security. Our experienced and compassionate team is committed to helping seniors navigate the often complex landscape of health insurance. We take the time to understand each client's individual needs and preferences, offering expert guidance and support throughout the decision-making process. Whether you're looking for Medicare plans, supplemental insurance, or long-term care coverage, Health Insurance for Seniors, LLC is here to help you find the best options available.
Prudential | Randy Roscoe | Life Insurance & Financial Services
Prudential | Randy Roscoe | Life Insurance & Financial Services is a trusted financial and insurance agency located at 2780 Timberline Dr, Cortland, OH 44410, United States. Specializing in life insurance and comprehensive financial services, Randy Roscoe and his team are committed to helping individuals and families secure their financial future. With a focus on personalized service, they offer tailored solutions to meet each client's unique needs and goals. Whether you're looking for life insurance, retirement planning, or investment advice, Prudential | Randy Roscoe provides expert guidance and reliable support to ensure peace of mind and financial stability. Visit their office in Cortland, OH, to discover how they can assist you in achieving your financial objectives.
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Nathan 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:
Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason T Ice is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a commitment to providing exceptional financial advice and planning, Jason T Ice brings a wealth of knowledge and a broad spectrum of certifications to cater to the diverse needs of his clients.
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.
Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC
Joel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.
Merrill Lynch Financial Advisor William J Miner
At Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.
Joel D Matthews Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joel D Matthews Sr is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a strong commitment to ethical standards and comprehensive financial planning, Joel offers a wide array of services tailored to meet the diverse needs of his clients.
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC Located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States, Elizabeth M Van Dyke offers a comprehensive suite of financial advisory services under Ameriprise Financial Services, LLC. Specializing in personalized financial planning and asset management, Elizabeth leverages a robust portfolio of certifications to provide expert advice tailored to meet the unique needs of her clients.
David Dieter - Ameriprise Financial Services, Inc.
David Dieter - Ameriprise Financial Services, Inc., located on State Route 5 in Cortland, Ohio, is a trusted provider of comprehensive financial planning and advisory services. Specializing in personalized financial strategies, David Dieter and his team are committed to helping clients achieve their financial goals through tailored advice and expert guidance. Services Offered:
Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.
Ohio Senior Insurance LLC
Welcome to Ohio Senior Insurance LLC, your trusted partner for Medicare insurance solutions in the Buckeye State. Conveniently located at 1101 Ralston Avenue, Defiance, Ohio, our agency is dedicated to guiding you through the complexities of Medicare and helping you find the perfect plan tailored to your retirement needs. With years of experience, a caring approach, and a commitment to excellence, we strive to provide every customer with the best possible service and outcomes. At Ohio Senior Insurance, we understand the importance of making informed decisions about your healthcare. Our knowledgeable team is here to assist you every step of the way, ensuring that you have access to the coverage you need for a secure and comfortable future. Don't just take our word for it—our clients consistently praise our dedication to finding the right plans, as one satisfied customer shared: "Ohio Senior Insurance was wonderful. They found the exact plan for my husband's costly diabetic illness. I would give OSI a 10 out of 10 for knowledge, kindness, and wanting the best for us!"
United Senior Professionals
Welcome to United Senior Professionals, your trusted insurance agency located at 111 Red Maple Court, Fort Jennings, Ohio. We specialize in providing tailored insurance solutions to meet the unique needs of our senior community. Our experienced team is dedicated to offering personalized service, ensuring that you receive the best coverage options to secure your financial peace of mind. From health and life insurance to retirement planning and more, we are here to guide you every step of the way. At United Senior Professionals, we pride ourselves on our commitment to integrity, reliability, and excellence in customer service. Visit us today to explore how we can help protect what matters most to you.
Twin Towers Senior Living Community
Welcome to Twin Towers Senior Living Community, a vibrant gym and health-focused retirement community located at 5343 Hamilton Avenue, Cincinnati, Ohio. Our goal is to provide a lifestyle that promotes living and aging well, with choices and comforts tailored just for you. At Twin Towers, you can choose a home that fits your lifestyle, designed with the future in mind. As a continuing care retirement community, we offer a secure environment where you can live more and worry less, with the peace of mind that comes from knowing support is available for any unexpected events. Our foundation ensures your financial future is secure, allowing you to unburden your family by making a long-term plan that enhances your quality of life.
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