Small business ownership planning in Ohio

Edward Jones - Financial Advisor: Rich Shehorn II, AAMS™ is a reputable finance institution located at 14241 Airport Highway in Swanton, Ohio, United States. As a trusted financial advisor, Rich Shehorn II, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Rich Shehorn II, AAMS™ is dedicated to providing expert guidance and tailored solutions to meet your unique financial needs.

Edward Jones - Financial Advisor: Jeff Stratton is a trusted finance institution located at 237 South Main Street in Findlay, Ohio, United States. Specializing in personalized financial planning and investment strategies, Jeff Stratton provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Jeff Stratton is dedicated to helping individuals and families secure their financial future.

John Timothy Harris Jr is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 2244 Centennial Road in Toledo, Ohio, United States. John holds multiple 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®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, John provides comprehensive financial services to individuals and small business owners. John is committed to upholding the highest standards of professionalism and ethics in the finance industry.

Located at 4908 Whiteford Road in Toledo, Ohio, Merrill Lynch Financial Advisor James C Happ is a finance institution dedicated to providing clients with financial well-being. The goal of the institution is to simplify and help clients pursue "the rest of their lives", whether it be related to their business, career, family, or personal passions. The Happ Adam Darah Group serves the wealth management needs of families and closely held businesses, focusing on education, responsibility, and integrity to provide the quality of service and performance clients need and deserve. The institution takes pride in serving generations of families and views financial matters from a family perspective. Clients are considered as "households", reflecting the institution's approach to understanding the situations and ambitions of all stakeholders. The team at The Happ Adam Darah Group acts as primary financial resources for clients, providing ongoing value and acting as sounding boards and confidants on a variety of topics.

Edward Jones - Financial Advisor: Meg Ortman is a trusted financial institution located at 612 North University Boulevard in Middletown, Ohio, United States. As a dedicated financial advisor, Meg Ortman provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Meg Ortman and the team at Edward Jones are here to help you every step of the way.

Raymond James Financial Services is a well-established finance institution located at 300 High Street in Hamilton, Ohio, United States. Known for its expertise in financial planning, wealth management, and investment services, Raymond James provides personalized solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Raymond James is a trusted partner for individuals and businesses seeking sound financial advice and guidance.

Nicole M Glowka - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9100 Centre Pointe Drive, West Chester, Ohio, United States. Nicole M Glowka holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial advice to individuals, small business owners, retirees, and high net worth clients, Nicole M Glowka offers a comprehensive range of services to meet the diverse needs of her clients. Whether you are looking for assistance with investment opportunities, insurance products, or estate planning, Nicole M Glowka can help guide you through the complexities of financial management with professionalism and expertise.

Family Investment Services is a leading finance institution located at 250 East 5th Street in Cincinnati, Ohio, United States. We specialize in providing personalized investment services tailored to meet the unique financial goals and needs of families. Our team of experienced financial advisors is dedicated to helping clients build and preserve wealth for future generations. Whether you are looking to plan for retirement, save for your children's education, or grow your assets, Family Investment Services is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Peter Kamp - UBS Financial Services Inc. is a reputable finance institution located at 8044 Montgomery Road in Cincinnati, Ohio. As a branch of the global financial services firm UBS, Peter Kamp offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment advice, wealth management, retirement planning, and more. Clients can expect top-notch customer service and expert financial guidance to help them achieve their financial goals. Visit Peter Kamp - UBS Financial Services Inc. for all your financial needs in Cincinnati, Ohio.

Barnes Black Dakoske Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services to help our clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.

Huntington Mortgage Group, located at 201 East Columbus Avenue in Bellefontaine, Ohio, is a finance institution dedicated to helping you develop a deeper relationship with your money. Offering innovative products, tools, and services, Huntington provides checking accounts with 24-Hour Grace® to fit your lifestyle. Their savings and money market accounts help you earn interest, while their 7-month term CD offers a stable way to grow your savings. The lending team can assist you in determining how much house you can afford and provide pre-approval on your mortgage. Huntington is known for their commitment to customer satisfaction, being ranked #1 in Customer Satisfaction with Mobile Banking Apps among Regional Banks for the 5th year in a row. They also prioritize giving back to communities through initiatives focused on racial and social equity, small business support, home and consumer lending, and community development. Your opinion matters to Huntington, as they value feedback to continually improve their services.

Edward Jones - Financial Advisor: Edward D Trela is a reputable finance institution located at 578 Dover Center Road in Bay Village, Ohio, United States. As a trusted financial advisor, Edward D Trela provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing expert financial guidance and support to individuals and families in the Bay Village community. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Edward D Trela is dedicated to helping you secure a strong financial future.

Edward Jones is a reputable financial institution located in Strongsville, Ohio, United States. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you're planning for retirement, saving for your child's education, or looking to invest for the future, Edward Jones offers expert guidance and support every step of the way. Trust Edward Jones to provide you with the tools and resources you need to secure your financial future.

Edward Jones - Financial Advisor: Andy Jones, CFP® is a reputable finance institution located at 2056 Portage Road in Wooster, Ohio, United States. As a Certified Financial Planner, Andy Jones offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is dedicated to providing top-tier financial services to individuals and families in the Wooster area. Visit us today to start planning for a secure financial future with the help of a trusted advisor like Andy Jones.

The Law Office of Bryce A. Lenox, Esq. LLC is a boutique firm located in Cincinnati, Ohio, specializing in business litigation and ESOP trustee services. Led by founding member Bryce Lenox, a seasoned trial lawyer and trusted advisor, the firm offers personalized legal services to businesses and individuals nationwide. With over twenty-five years of experience, the firm prioritizes building strong client relationships, providing cost-effective solutions, and approaching each case with dedication and expertise. From commercial litigation to employee stock ownership plans, the firm offers a wide range of legal services tailored to meet the unique needs of each client. Bryce Lenox's background in accounting and CPA certification allows the firm to handle cases involving financial and accounting issues with precision and skill. With a commitment to excellence and a track record of successful outcomes, The Law Office of Bryce A. Lenox, Esq. LLC is a trusted partner for all your legal needs.

Susan Peirce, CPA, MTax is a reputable accounting and finance institution located at 1540 West Market Street in Akron, Ohio, United States. As a part of Apple Growth Partners (AGP), they offer a wide range of services for privately held businesses, including tax planning and compliance, audit and assurance, business valuation, and more. With over 80 years of experience, the team at Susan Peirce, CPA, MTax is dedicated to delivering creative solutions that promote healthy and sustainable growth for their clients. Whether you need assistance with fraud prevention, employee stock ownership plans, or family office services, the professionals at Susan Peirce, CPA, MTax are here to help. Contact them today for expert financial advice and exceptional service.

Christopher Benko, CPA is a respected accounting and finance institution located at 1540 West Market Street in Akron, Ohio, United States. As a part of Apple Growth Partners (AGP), they offer award-winning accounting and business advisory services with over 80 years of experience. Their team of over 130 employees provides a full range of services for privately held businesses, including tax planning, audit and assurance, business valuation, and more. With a focus on championing Healthy Growth®, Christopher Benko, CPA is dedicated to delivering exceptional service and taking care of their clients. Contact them at 866-67-APPLE for all your accounting and finance needs.

Steve Mazza, CPA is a reputable accounting and finance institution located at 1540 West Market Street in Akron, Ohio, United States. As a part of Apple Growth Partners (AGP), they offer award-winning accounting and business advisory services with over 80 years of experience in delivering creative solutions for healthy, sustainable growth. Their full range of services includes tax planning and compliance, audit and assurance, business valuation, litigation consulting, employee stock ownership plans (ESOPs), fraud prevention, family office services, and transaction advisory. With a team of over 130 professionals, AGP collaborates with business owners and partners across the Great Lakes region, providing expertise in industries such as employee benefit plans, bookkeeping, auto dealerships, manufacturing, construction, real estate, restaurants, and not-for-profits. AGP's mission is to champion the Healthy Growth® of their people, clients, and communities through exceptional service and care. Customers have praised their competence, professionalism, and pleasant working experience. For more information, contact them at their toll-free number 866-67-APPLE or visit their office locations in Akron, Canton, Charlotte, Chicago, Cleveland, and Schaumburg.

Sharon Sledzik, CPA, CGMA is an accounting and finance institution located at 2275 Ohio 59 in Kent, Ohio, United States. As part of Apple Growth Partners (AGP), they offer a wide range of services for privately held businesses, including tax planning, audit and assurance, business valuation, and more. With over 80 years of experience, their team of professionals collaborates with business owners across the Great Lakes region to deliver creative solutions for healthy, sustainable growth. Whether you need assistance with fraud prevention, employee stock ownership plans, or transaction advisory, Sharon Sledzik, CPA, CGMA is here to help. Contact them today for exceptional service and expertise in various industries, such as manufacturing, construction, and not-for-profits. With a mission to champion the Healthy Growth® of their clients and communities, they are dedicated to providing authenticity and taking care of each other.

US Bank Mortgage is a reputable finance institution located at 3245 Dayton Xenia Road in Beavercreek, Ohio. As a leading mortgage provider, US Bank Mortgage offers a wide range of loan options to help individuals and families achieve their dream of homeownership. With a commitment to excellent customer service and competitive rates, US Bank Mortgage is dedicated to helping clients navigate the home buying process with ease and confidence. Whether you are a first-time buyer or looking to refinance your current mortgage, US Bank Mortgage is here to assist you every step of the way. Visit us today to learn more about our services and how we can help you secure the perfect mortgage solution for your needs.

Linda L Stoffer - PNC Mortgage Loan Officer (NMLS #577918) is a reputable finance institution located at 4978 Everhard Road Northwest in Canton, Ohio, United States. As a trusted mortgage loan officer, Linda L Stoffer provides personalized financial solutions to help clients achieve their homeownership goals. With years of experience and expertise in the industry, Linda L Stoffer is dedicated to providing top-notch service and guidance throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, Linda L Stoffer is committed to helping you navigate the complex world of mortgage lending with ease and confidence.

ERICVERIF is a reputable finance institution located at 19912 Gilbert Road in Venedocia, Ohio, United States. With a commitment to providing top-notch financial services, ERICVERIF is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, loans, or financial planning services, ERICVERIF has a team of experienced professionals ready to assist you. Trust ERICVERIF for all your financial needs.

Tisone Homestead Located at 333 Elm St, Youngstown, OH 44503, Tisone Homestead is a charming local business that embodies the spirit of community and tradition. Nestled in the heart of Youngstown, this family-owned establishment offers a warm and welcoming atmosphere that makes every visitor feel right at home.

Hubbard Street Department is a reputable general contractor located at 824 N Main St, Hubbard, OH 44425, United States. Renowned for its commitment to quality and reliability, the business provides a comprehensive range of construction and renovation services tailored to meet the needs of both residential and commercial clients. Whether you’re planning a small home improvement project or a large-scale commercial development, Hubbard Street Department's skilled team of professionals ensures every job is completed to the highest standards. With a focus on customer satisfaction, they offer personalized solutions, meticulous attention to detail, and timely project completion. Trust Hubbard Street Department for all your construction needs and experience unparalleled service in the Hubbard community.

Huntington Mortgage Group: Your Financial Partner in Cortland, OH Located at 290 S High St, Cortland, OH 44410, Huntington Mortgage Group is a dedicated financial institution committed to supporting the growth, health, and safety of our communities. Specializing in a wide range of financial services, we aim to provide personalized solutions to meet your unique needs.

Peak Wealth Solutions is a premier financial services firm located at 30195 Chagrin Blvd, Pepper Pike, OH 44124, United States. Specializing in comprehensive wealth management, Peak Wealth Solutions offers a range of personalized financial planning and investment strategies designed to help clients achieve their long-term financial goals. With a commitment to excellence and a client-centric approach, the experienced team at Peak Wealth Solutions provides expert guidance in areas such as retirement planning, estate planning, tax strategies, and portfolio management. Whether you are an individual, family, or business owner, Peak Wealth Solutions is dedicated to helping you navigate the complexities of finance with confidence and clarity.

At Huntington Mortgage Group, we are dedicated to supporting the growth, health, and safety of our communities. Located in Calcutta, OH, we specialize in providing a range of financial services tailored to meet the needs of our clients. Our commitment extends beyond traditional banking; we strive to offer benefits and programs that make a meaningful impact.

Welcome to Huntington Mortgage Group, your trusted financial partner located at 350 S Hollywood Blvd in Steubenville, Ohio. We are dedicated to supporting those who dedicate their lives to the growth, health, and safety of our communities. At Huntington, we believe in showing our gratitude through exceptional financial services and benefits tailored to meet your needs. Our offerings include a variety of mortgage and lending products designed to help you achieve your financial goals. For our valued community members such as service members, veterans, educators, law enforcement personnel, first responders, and nurses, we offer the Huntington Honors℠ program. This program waives the monthly maintenance fee on your Huntington Perks Checking® account as a token of our appreciation for your service. Documentation of employment or military status may be required to establish eligibility.

Welcome to Maurer's, your trusted general contractor based in Mendon, Ohio. With years of experience and a commitment to excellence, we proudly serve the 45862 area and beyond, delivering high-quality construction and renovation services tailored to meet your unique needs. Whether you're planning a home remodel, new construction, or a commercial project, Maurer's is equipped with the expertise and dedication to bring your vision to life. Our team of skilled professionals is committed to ensuring your project is completed on time, within budget, and to the highest standards of craftsmanship. At Maurer's, we value our clients and strive to build lasting relationships through integrity, transparency, and superior service. Contact us today to discuss how we can help with your next project and experience the difference with Maurer's.

Welcome to Huntington Mortgage Group, your trusted partner in financial services located at 104 West Main Street, Montpelier, Ohio. At Huntington, we are dedicated to supporting those who contribute to the growth, health, and safety of our communities. As a gesture of our gratitude, we offer exclusive benefits, including our Huntington Honors℠ program, which waives monthly maintenance fees on Huntington Perks Checking® accounts for eligible service members, veterans, educators, law enforcement personnel, first responders, and nurses. Our commitment to community extends beyond banking. With over 600 donations and more than $10 million contributed to programs that help our communities thrive, we embody a shared desire to serve others at the heart of Huntington's culture.