TOP 10 Senior financial services in Ohio
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Community Legal Aid Services
Community Legal Aid Services is a non-profit organization located in Youngstown, Ohio, dedicated to providing free legal assistance to low-income individuals and families in need. Our team of experienced lawyers and legal professionals offer a wide range of services, including help with housing issues, family law matters, benefits eligibility, and more. We strive to ensure that everyone has access to justice, regardless of their financial situation. Visit us at 25 East Boardman Street to learn more about how we can help you navigate the legal system and protect your rights.
Accounting Business Services
Accounting Business Services, located at 14425 Puritas Avenue in Cleveland, Ohio, is your go-to institution for all your accounting and finance needs. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive bookkeeping services, we are here to assist you. Our team of experienced CPAs and Senior Accountants have over 100 years of combined professional tax accounting experience, ensuring that your financial matters are in good hands. We offer a wide range of services, including Income Tax Preparation, IRS and State Audit Representation, Payroll Services, QuickBooks® support, and business startup services. Our goal is to help you maximize your business potential and ensure that your financial records are accurate and up-to-date.
Financial Advisor Youngstown OH - Richard J. Horvath
Financial Advisor Youngstown OH - Richard J. Horvath is a trusted institution located at 833 Boardman-Canfield Road in Boardman, Ohio. As a finance institution, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, Richard J. Horvath and his team provide comprehensive financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Financial Advisor Youngstown OH - Richard J. Horvath is dedicated to helping you succeed.
Mark Handel - Financial Advisor, Ameriprise Financial Services, LLC
Mark Handel - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable institution located at 8170 South Avenue, Youngstown, Ohio, United States. Mark Handel 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This institution offers expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and individuals with special financial needs. Mark Handel is dedicated to providing comprehensive and personalized financial planning solutions to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Valerie S D'Apolito, AAMS™
Edward Jones - Financial Advisor: Valerie S D'Apolito, AAMS™ is a reputable financial institution located at 7510 Market Street in Boardman, Ohio, United States. With a focus on providing personalized financial solutions, Valerie S D'Apolito, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Valerie S D'Apolito, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in their expertise and experience to secure your financial future.
John Mahan - Ameriprise Financial Services
John Mahan - Ameriprise Financial Services is a finance institution located at 8886 East Market Street in Warren, Ohio, United States. With a focus on providing personalized financial planning and investment services, John Mahan and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Ameriprise Financial Services offers a wide range of financial solutions tailored to meet your individual needs. Contact John Mahan and his team today to start planning for a more secure financial future.
Ohio Senior & Family Benefits Services
Ohio Senior & Family Benefits Services is an insurance agency located at 662 Buffalo Street in Conneaut, Ohio. We specialize in providing personalized insurance solutions for seniors and families, offering a wide range of coverage options to meet the unique needs of each individual and family. Our knowledgeable agents are dedicated to helping our clients navigate the complexities of insurance and find the best policies to protect their health, finances, and future. Whether you are looking for Medicare supplements, life insurance, or other types of coverage, Ohio Senior & Family Benefits Services is here to help you make informed decisions and secure peace of mind for you and your loved ones.
Prudential|Jim Urchek|Life Insurance & Financial Services
Prudential | Jim Urchek | Life Insurance & Financial Services is a reputable insurance agency located at 54 Westchester Drive in Austintown, Ohio, United States. With a strong commitment to providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients protect their families and secure their financial future. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to assist you every step of the way. Trust Prudential | Jim Urchek | Life Insurance & Financial Services to provide you with the personalized guidance and support you need to achieve your financial goals.
The Senior Wealth Advisors
The Senior Wealth Advisors is a finance and insurance agency located at 4243 Hunt Road in Blue Ash, Ohio, United States. Our team of experienced professionals is dedicated to helping seniors manage and grow their wealth through personalized financial planning and insurance solutions. Visit our website to watch informative videos and use helpful calculators to make informed financial decisions. You can also verify the background of our investment professionals to ensure you are working with a trusted and reputable team. Trust The Senior Wealth Advisors to guide you towards a secure and prosperous financial future.
Lutheran Social Services of Northwestern Ohio, Western Region, Archbold, OH
Lutheran Social Services of Northwestern Ohio, Western Region in Archbold, OH is a healthcare institution dedicated to providing compassionate and comprehensive services to individuals in need. Located on Ohio 66 in Archbold, Ohio, this facility offers a range of health services to support the well-being of the community. Their team of dedicated professionals strive to promote healing, wellness, and empowerment for all who seek their care. With a commitment to serving with integrity and compassion, Lutheran Social Services of Northwestern Ohio, Western Region is a trusted resource for quality healthcare in the region.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 556 Dolly Avenue in Upper Sandusky, Ohio, United States. Specializing in long-term care planning, our expert team provides personalized solutions to help individuals and families protect their financial and physical well-being. With a focus on comprehensive coverage and quality service, LTC Financial Partners is dedicated to helping clients navigate the complexities of long-term care insurance and planning for the future. Visit us today to learn more about how we can assist you in securing your financial future.
Premier Senior Insurance, LLC
Premier Senior Insurance, LLC is a reputable health insurance agency located at 329 South Broadway Street in Greenville, Ohio. With a focus on providing top-notch insurance solutions for seniors, this institution offers a wide range of coverage options tailored to meet the unique needs of older individuals. Their experienced team of agents is dedicated to helping seniors find the best insurance plans that suit their lifestyle and budget. Trust Premier Senior Insurance, LLC to provide you with the personalized service and comprehensive coverage you deserve.
Liberty Financial Group
Liberty Financial Group is a reputable insurance agency located at 3174 Mack Road in Fairfield, Ohio. With a strong commitment to providing top-notch insurance services to individuals and businesses in the United States, Liberty Financial Group offers a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or commercial insurance, their team of experienced professionals is dedicated to helping you find the best coverage options at competitive rates. Trust Liberty Financial Group to protect what matters most to you.
National Senior Burial Benefit Program
The National Senior Burial Benefit Program is an insurance agency located at 260 Northland Boulevard in Springdale, Ohio, United States. This institution specializes in providing burial benefits for seniors, offering peace of mind and financial assistance to families during difficult times. With a focus on ensuring that seniors receive dignified final arrangements, the National Senior Burial Benefit Program is dedicated to helping individuals plan for their future and protect their loved ones from the burden of funeral expenses. Contact us today to learn more about our services and how we can assist you in securing your legacy.
Simple Senior Care
Simple Senior Care is a reputable insurance agency located at 8894 Beckett Road in Ohio, United States. Specializing in providing comprehensive insurance coverage for seniors, our team of experienced professionals is dedicated to helping our clients navigate the complexities of healthcare and retirement planning. With a focus on simplicity and personalized service, we strive to make the process of securing insurance coverage as easy and stress-free as possible for our senior clients. Trust Simple Senior Care to provide the peace of mind and security you need as you plan for your future.
Hall of Fame Senior Benefits
Hall of Fame Senior Benefits is an insurance agency located at 6800 Hills and Dales Road Northwest in Canton, Ohio. Our institution specializes in providing top-notch insurance services tailored specifically for senior citizens. With a team of experienced professionals, we are dedicated to helping seniors navigate the complex world of insurance and ensure they have the coverage they need to protect their health and financial well-being. Trust Hall of Fame Senior Benefits to provide personalized and reliable insurance solutions for seniors in the Canton area.
Senior Partners Group LLC
Senior Partners Group LLC is a reputable insurance agency located at 1807 Allen Avenue Southeast in Canton, Ohio, United States. With a team of experienced professionals, they specialize in providing personalized insurance solutions for seniors. Whether you are looking for Medicare, life insurance, or retirement planning, Senior Partners Group LLC is dedicated to helping you navigate the complex world of insurance options. Their commitment to exceptional customer service and attention to detail sets them apart as a trusted partner in securing your financial future.
Senior Benefit Advantage
Senior Benefit Advantage is a reputable health insurance agency located at 263 West Main Street in Ravenna, Ohio, United States. We specialize in providing comprehensive and affordable health insurance options for seniors, ensuring they have access to the care and coverage they need. Our dedicated team of professionals is committed to helping seniors navigate the complex world of insurance, making sure they receive the benefits and support they deserve. Contact us today to learn more about how Senior Benefit Advantage can help you secure the best insurance plan for your needs.
Mcintire Retirement Services
Mcintire Retirement Services is an insurance agency located at 622 West State Street in Fremont, Ohio, United States. Our dedicated team of professionals is committed to helping individuals plan and prepare for their retirement years. We offer a range of insurance products and services to ensure our clients can enjoy a secure and comfortable retirement. Contact us today to learn more about how we can help you achieve financial peace of mind in your golden years.
Timothy Stephan - Prudential Financial
Timothy Stephan - Prudential Financial is a reputable finance and insurance agency located at 1575 Corporate Woods Parkway in Uniontown, Ohio, United States. With a focus on providing top-notch financial planning and insurance services, Timothy Stephan - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals is committed to offering personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Timothy Stephan - Prudential Financial is here to help you secure your financial future.
Hardin County Job and Family Services
Hardin County Job and Family Services is a government institution located at 175 West Franklin Street in Kenton, Ohio. This agency provides a range of services to support individuals and families in need, including job placement assistance, financial assistance programs, child support services, and more. The dedicated staff at Hardin County Job and Family Services work to empower individuals and strengthen families through their various programs and resources. Whether you are seeking employment opportunities, financial support, or assistance with child support, this institution is here to help. Visit their office or website to learn more about the services they offer and how they can support you and your family.
Huffman Sales & Services LLC
Huffman Sales & Services LLC is a trusted family-owned and operated professional tax office located at 638 Ohio 708 in Russells Point, Ohio, United States. With four generations of experience in the income tax sector, our team is dedicated to providing high-quality accounting and finance services to individuals and businesses. Our office offers in-person tax preparation services as well as remote assistance through our secure client portal at affordable rates. Our knowledgeable staff includes two tax preparers with a combined experience of 26 years, led by our Senior Tax Advisor who holds an AFSP 2022 certification. This certification allows us to communicate with the IRS on behalf of our clients when needed. We specialize in a wide range of tax services, including Individual, Small Business, Farm, Rental, Stock Sales, Sale of Home, Partnership, Estate & Trust, S Corporation, C Corporation, 1040NR, and more. Additionally, we are equipped to handle state income tax returns, as well as school district and municipal income tax returns. Trust Huffman Sales & Services LLC for all your tax and financial needs.
Vantage Financial Partners
Vantage Financial Partners is a reputable institution located at 7844 Remington Road, Cincinnati, Ohio, United States, specializing in accounting and finance services. With over 20 years of experience, the team at Vantage is dedicated to providing personalized financial solutions to help clients navigate real-life questions and achieve their financial goals. The institution is expanding its footprint in Ohio and welcomes Senior Wealth Advisor Thomas W. Titus and Wealth Advisor Rachel Pease to the team. Vantage is committed to transparent fee-based financial planning and acts as a fiduciary, always putting clients' best interests first. High school seniors can also apply for their scholarship program, which recognizes educational and athletic excellence in the community. With multiple office locations in Ohio and Wisconsin, Vantage Financial Partners is ready to meet with clients, discuss financial goals, and provide expert advice over a cup of coffee. Contact them today to start planning for your future.
Merrill Lynch Financial Advisor Matthew Alatorre
know you personally, so we can help you create a financial approach that reflects your personality and priorities. Our team is committed to building strong client relationships based on trust and personalized service. With over 13 years of industry experience, Senior Financial Advisor Matthew Alatorre works with clients on wealth management strategies, investments, retirement planning, college education planning, estate planning, lending, and insurance. Matt incorporates five core principles into his client relationships: Person, Process, Plan, Prayer, and Privacy. These principles allow him to deliver strategies that are designed to elevate the generational financial trajectory of families and help enable them to achieve their goals and dreams. Located in Cincinnati, Ohio, our institution is dedicated to helping clients pursue their financial objectives while providing personalized service and attention to detail. Contact us today to learn more about how we can help you achieve your financial goals."
Merrill Lynch Financial Advisor Peter J Calleri
Merrill Lynch Financial Advisor Peter J Calleri, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a finance institution led by Senior Resident Director, Wealth Management Advisor, Senior Vice President, Peter J Calleri. With over 30 years of experience in the financial services industry, Peter and his team specialize in assisting high net worth individuals, families, professionals, business owners, and corporate executives in managing their wealth through various market cycles. The institution offers personalized wealth management services, focusing on investment planning for retirement and creating comprehensive strategies tailored to each client's unique goals and needs. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
Edward Jones - Financial Advisor
Edward Jones - Financial Advisor is a reputable finance institution located at 8604 Hartman Road in Wadsworth, Ohio, United States. As a trusted financial advisor, they offer personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing expert guidance and tailored solutions to help clients navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, invest for the future, or protect your assets, Edward Jones is dedicated to helping you secure a stable financial future.
Wentz Financial Group
Wentz Financial Group, located at 250 West Main Street in Ravenna, Ohio, is a trusted finance institution dedicated to helping individuals and families achieve their financial goals. With a focus on trust as the foundation of their financial plans, the team at Wentz Financial Group offers comprehensive solutions for college savings, retirement planning, and other financial objectives. Their state-of-the-art facility and innovative investment process set them apart from other financial institutions. Led by Bud Wentz, President and Senior Financial Advisor, the team at Wentz Financial Group treats every customer like family and invests every dollar as if it were their own. Visit Wentz Financial Group to experience the difference for yourself.
Edward Jones - Financial Advisor: Stephanie A Moos
Edward Jones - Financial Advisor: Stephanie A Moos is a reputable financial institution located at 2450 Shawnee Road in Lima, Ohio, United States. Stephanie A Moos is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Stephanie A Moos can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephanie A Moos is a reliable partner in navigating the complexities of the financial world.
Kevin Bush - Associate Manager, Ameriprise Financial Services, LLC
Kevin Bush is an Associate Manager at Ameriprise Financial Services, LLC, located at 2244 Centennial Road in Toledo, Ohio, United States. Kevin holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Kevin is also trained in behavioral finance, philanthropy, annuities, and specialized financial planning for seniors, divorcees, and military personnel. With Kevin's extensive knowledge and commitment to ethical standards, clients can trust in his ability to provide comprehensive financial planning services tailored to their individual needs.
Edward Jones - Financial Advisor: Justin R Knierim, AAMS™
Edward Jones - Financial Advisor: Justin R Knierim, AAMS™ is a reputable finance institution located at 1114 Dixie Highway in Rossford, Ohio, United States. Justin R Knierim is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. With a focus on personalized financial planning and investment strategies, Justin provides tailored solutions to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Justin R Knierim, AAMS™ is dedicated to providing top-notch financial advice and guidance.
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