The 30 Best Senior financial wellness in Ohio

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DLAK Wealth Advisors is a premier financial institution located in the heart of Ohio, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, DLAK Wealth Advisors is committed to providing top-notch financial advice and guidance to individuals and families. Visit us at 9100 West Chester Towne Centre Road to learn how we can help you build and preserve your wealth.

Great Lakes Retirement Group is a finance institution located at 4604 Timber Commons Drive in Sandusky, Ohio, United States. Our team of experienced professionals specializes in retirement planning, investment management, and financial advisory services. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in planning for a comfortable retirement.

Bank of America Private Client Advisor Omid Sattarian, located at 1375 East 9th Street in Cleveland, Ohio, is a finance institution specializing in providing customized financial strategies to ultra-high-net-worth individuals, families, family offices, and foundations. Omid Sattarian, a Senior Vice President and Private Client Advisor, brings a wealth of experience catering to the unique needs of entrepreneurs, business owners, and multi-generational families. With a focus on long-term relationships, Omid works with a team of specialists to address investment management, trust and estate planning, banking and lending, family office services, philanthropy, and business succession planning. Omid's background includes senior roles at Wells Fargo Private Bank and PNC Wealth Management, with a strong emphasis on high-net-worth client needs. He holds a CERTIFIED FINANCIAL PLANNER certification and is dedicated to community service, serving on the Board of Directors of Towards Employment. The team at Bank of America Private Client Advisor Omid Sattarian is committed to building strong client relationships based on trust and personal experience, with a focus on creating strategies that meet clients' current and future needs and goals. With a history of over 200 years, Bank of America Private Bank offers personalized financial solutions to help clients navigate the complexities of managing significant wealth.

The Milestone Center for Retirement & Estate Planning is a leading finance institution located at 2780 South Arlington Road in Akron, Ohio, United States. Our experienced team of financial experts is dedicated to helping individuals plan for a secure and comfortable retirement, as well as effectively manage their estates. With personalized strategies and comprehensive services, we strive to guide our clients towards their financial milestones with confidence and peace of mind. Trust the Milestone Center for expert advice and support in navigating the complexities of retirement and estate planning.

RCO Law is a prestigious law institution located at 433 North Summit Street in Toledo, Ohio, United States. Specializing in a wide range of legal matters, from simple wills to complex international business transactions, our team of experienced lawyers provides tailored solutions to meet your specific needs. We understand the ever-changing business environment and offer strategic advice to help you navigate challenges and seize opportunities. Our team of attorneys at RCO Law is dedicated to helping you manage risks, plan for the future, and achieve your goals. With a focus on practical guidance and clear communication, we strive to make the legal process easy to understand and less overwhelming. Whether you need assistance with business law, estate planning, or any other legal issue, we are here to provide comprehensive solutions.

Solomon, Steiner & Peck Ltd. is a renowned law firm located at 6105 Parkland Boulevard, Mayfield Heights, Ohio, United States. Since 1993, we have been providing top-notch legal services to residents and businesses in northeast Ohio. Our team of dedicated attorneys specializes in estate planning, Medicaid eligibility, special needs planning, and access to long-term care. Whether you have a modest or large estate, we can help you achieve your goals and protect your family's future. We also assist families in making difficult decisions to ensure the safety and well-being of their loved ones. For business owners, we offer expert advice on protecting financial and business interests in today's competitive markets.

The ATM located at 6529 National Road in Brookville, Ohio, United States is a convenient financial institution that allows customers to withdraw cash, check account balances, and perform other banking transactions. This ATM is accessible 24/7 and provides a secure and efficient way for individuals to manage their finances on the go. Whether you need to access cash quickly or check your account balance, this ATM is a reliable option for all your banking needs.

Ameriplan is a comprehensive healthcare institution located at 244 West Hillcrest Avenue in Dayton, Ohio. As a dentist, health, pharmacy, and store all in one, Ameriplan offers a wide range of services to meet all of your healthcare needs. From routine dental check-ups to filling prescriptions, Ameriplan is dedicated to providing top-notch care and convenience for all of its patients. Visit us today to experience the difference Ameriplan can make in your health and well-being.

Dr. Terrence C. Chung, DDS is a reputable dental institution located at 63 Graham Road in Cuyahoga Falls, Ohio. Dr. Chung and his team provide top-quality dental care services to patients of all ages. From routine cleanings and check-ups to advanced procedures, they are dedicated to ensuring the oral health and well-being of their patients. With a focus on personalized care and a commitment to excellence, Dr. Terrence C. Chung, DDS is a trusted choice for all your dental needs in the Cuyahoga Falls area.

Carlisle Crossing is a premier institution located at 950 Dubois Road in Carlisle, Ohio, United States. Our facility offers top-notch services and amenities for our residents, including spacious living accommodations, gourmet dining options, and a variety of recreational activities. Our dedicated staff is committed to providing personalized care and support to ensure the well-being and comfort of all our residents. Come experience the exceptional care and vibrant community at Carlisle Crossing.

Miami Preserve is a well-established real estate agency located at 271 Reagan Place in Oxford, Ohio. Our dedicated team of professionals is committed to providing top-notch service to our clients, whether they are buying, selling, or renting property. With a wealth of experience in the local market, we have the expertise to help you navigate the real estate process with ease. Trust Miami Preserve to help you find your dream home or investment property in the vibrant community of Oxford.

Four Seasons of Mason is a prestigious institution located at 1000 Apt-3 Four Seasons Drive in Mason, Ohio. This renowned establishment offers top-notch services and amenities in a beautiful and serene setting. With a focus on providing exceptional care and support, Four Seasons of Mason is dedicated to creating a warm and welcoming environment for all its residents. Whether you are looking for assisted living, memory care, or independent living options, this institution is committed to meeting your needs and exceeding your expectations. Experience the Four Seasons of Mason difference and discover a place where you can truly feel at home.

Woodridge Place, located at 3565 Clime Road in Columbus, Ohio, is a part of the LSS Affordable Housing network, offering reliable and affordable apartments to over 1,000 seniors across Ohio at 21 different sites. As a part of the Lutheran Social Services’ Network of Hope, their mission is to serve those in need and create a better world. They provide housing options to seniors with limited resources, improving their overall well-being by removing financial and emotional worries. The communities at LSS Affordable Housing, such as Woodridge Place, offer clean and safe independent living options in a caring environment for seniors based on income, age, and disability criteria. One resident, Bea, who previously lived in a challenging environment, now enjoys a comfortable and secure living space at Woodridge Place. She has made friends, participates in activities, and no longer has to worry about her home.

Park Ave Apartments is a vital institution located at 202 Park Avenue in Ironton, Ohio, United States. Our focus is on improving communities and positively impacting lives. We offer a range of services to help individuals and families with their health, home, and financial situations. Our Housing Management Department provides affordable, high-quality housing for those in need. Family Medical Centers offer primary family care, pediatrics, dentistry, and behavioral health services. The Lawrence County Early Childhood Academy and Head Start provide comprehensive early childhood services.

Eight Federal Credit Union is a trusted financial institution located at 727 Lime City Road in Rossford, Ohio. As a member-owned credit union, we are dedicated to providing exceptional banking and financial services to our members. Our experienced team is committed to helping you reach your financial goals and improve your financial well-being. Whether you need a checking account, savings account, loans, or investment services, Eight Federal Credit Union has you covered. Join us today and experience the difference of banking with a credit union that truly cares about its members.

Lakeview Federal Credit Union is a trusted financial institution located at 583 South Broadway in Geneva, Ohio. As a credit union, we are committed to providing our members with exceptional banking services and personalized financial solutions. Our convenient location offers easy access to our ATM services, allowing you to manage your finances with ease. Whether you're looking to save, borrow, or invest, Lakeview Federal Credit Union is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that truly cares about your financial well-being.

Shelley Sterling NMLS 564257 is a finance institution located at 2129 Tiffin Avenue, Findlay, Ohio, United States. They offer the right advice to help you find the perfect mortgage for your needs, with fast approval options starting as low as 3% down. Overcoming the obstacle of a down payment is made possible with grants and programs available from federal and local governments. They offer VA loans, FHA loans, and USDA loans with down payment requirements ranging from 0-10%. Military service members and their families can build equity in real estate at a lower cost. Self-employed borrowers can benefit from the Bank Statement Loan program, allowing them to seek a home loan without traditional documentation. The institution also offers options for purchasing larger properties or luxury homes in high-end markets. The Lock 'N' Roll program allows borrowers to lock in a mortgage rate for 60, 75, or 90 days without a signed contract. The Same-Day program ensures loan approval within one day with options as low as 3% down. Physician home loans are available with paid mortgage insurance and down payments as low as 5%. Foreign National loans are an option for non-US citizens without traditional documentation or credit scores. Additionally, they offer options for homeowners over 62 looking for additional income or assistance with long-term care. The institution is committed to the overall well-being of their clients, offering a convenient app for an exceptional experience tailored to fit their lifestyle.

City Hall in East Liverpool, Ohio is a local government office located at 126 West 6th Street. This institution serves as the hub for various city services and administrative functions. In addition to providing essential services to residents, City Hall also collaborates with a growing list of fine utilities, community partners, and recreational facilities throughout East Liverpool. This institution plays a vital role in ensuring the well-being and development of the community.

Doctor, Health About Dr. Michelle D. Inkster, MD:

Dr. Jean-Paul Achkar is a highly esteemed Staff Physician in the Department of Gastroenterology at the Digestive Disease Center, located on the Main Campus of Cleveland Clinic. With extensive expertise in gastroenterology, Dr. Achkar specializes in Crohn's disease and ulcerative colitis, offering top-tier medical care to patients with inflammatory bowel disease (IBD). Professional Background:

Dr. Ardeshir Z. Hashmi, MD, FACP, is a distinguished medical professional serving as the Endowed Chair of Geriatric Innovation and Section Chief of the Center for Geriatric Medicine at Cleveland Clinic. He is also an Assistant Professor of Medicine at the Case Western Reserve University and the Cleveland Clinic Lerner College of Medicine. Dr. Hashmi is renowned for his commitment to geriatric medicine and his leadership in healthcare innovation. Educational Background:

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Easter Seals of Mahoning, Trumbull, and Columbiana Counties is dedicated to providing exceptional services to children and adults of all abilities, enabling them to live, learn, work, and play within their communities. Located at 299 Edwards Street in Youngstown, Ohio, this organization offers a comprehensive range of health and physiotherapy services designed to meet the diverse needs of individuals with disabilities and special needs. Community Involvement:

The American Red Cross in Akron, Ohio, located at 501 W Market St, Akron, OH 44303, is a cornerstone of community support and humanitarian aid in the Northern Ohio region. Serving the residents of Summit, Portage, and Medina counties (330-535-6131) and Columbiana, Mahoning, and Trumbull counties (330-392-2551), the American Red Cross offers a wide range of services aimed at helping individuals and families prepare for, cope with, and respond to emergencies and disasters. For military personnel, veterans, and their families, the Red Cross provides crucial assistance to navigate the challenges associated with military service. Available 24 hours a day, you can reach out for support at 1-877-272-7337.

Welcome to Visiting Angels of Salem, Ohio! Owned and operated locally by siblings Mark and Susan Frenger since 2003, our home care agency has been dedicated to providing personalized and compassionate care to seniors and disabled individuals. Our mission is to ensure that your loved ones can continue to live comfortably and independently in their own homes, surrounded by familiar settings and routines.

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.

Established in 1998, Piccirillo Law, LTD is a trusted legal practice located in Boardman, Ohio, specializing in Elder Law, Estate Planning, Medicaid, Nursing Home Planning, and Probate. Our mission is to protect your assets, plan for your family's future, and ensure your well-being through comprehensive legal assistance and guidance.

Matson Retirement Planning is a premier financial and insurance agency located at 1166 Military Rd Suite B1, Zanesville, OH 43701, United States. Specializing in comprehensive retirement planning, Matson Retirement Planning is dedicated to helping clients achieve financial security and peace of mind for their golden years. The expert team at Matson leverages years of industry experience to provide personalized financial strategies, including investment management, insurance solutions, and estate planning. Whether you're just starting to think about retirement or looking to optimize your existing plan, Matson Retirement Planning offers the professional guidance and tailored solutions you need to secure a comfortable and worry-free future. Visit us today to take the first step towards a well-planned retirement.

Welcome to M Anita Clayton - Coldwell Banker Realty, your trusted real estate partner located at 9321 Montgomery Road, Cincinnati, Ohio 45242. As a leading real estate agency in the community, we pride ourselves on providing exceptional service and expertise to both buyers and sellers in the Cincinnati area. With over 30 years of experience in the real estate industry, Anita Clayton brings a wealth of knowledge and a commitment to integrity and transparency. Her approach ensures that clients are well-informed and confident in their real estate decisions. Anita's extensive understanding of the local market, combined with her ability to effectively research and analyze areas, makes her an invaluable asset in navigating today’s ever-changing market.

Welcome to Bank of America Private Client Advisor Jennifer Sherwood's office, located at 312 Walnut Street, Cincinnati, Ohio. As a Senior Vice President and Institutional Client Advisor with Bank of America Private Bank, Jennifer Sherwood brings over two decades of private banking experience to her role. She is dedicated to delivering personalized financial guidance to individuals, families, nonprofit organizations, and endowments, helping them achieve their personal and professional missions. Jennifer specializes in working with business owners, entrepreneurs, senior executives, and their families, offering expert advice on investing, trust and estate planning, lending, wealth structuring, and business succession. Her empathetic and discreet approach makes her a trusted confidante, especially during significant life transitions like the passing of a loved one or divorce.