The 30 Best Specialized business financial services in Independence, Ohio

Preferred Insurance Center is a trusted insurance agency located at 809 West Main Street in Coldwater, Ohio, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced agents are dedicated to helping you find the right coverage at the best possible price. Whether you are looking for auto, home, life, or business insurance, we are here to help. Contact us today to learn more about how we can protect what matters most to you.

Helm Insurance Agency LLC, located at 8520 Raya Lane in Streetsboro, Ohio, is a family-run insurance agency dedicated to protecting families, businesses, and recreational assets across Ohio. As an independent agency, Helm Insurance Agency LLC offers a wide range of insurance options from multiple carriers, ensuring you get the best coverage at the best price. Whether you need personal insurance, business insurance, or employee benefits, Helm Insurance Agency LLC has you covered. When it comes to homeowners insurance, Helm Insurance Agency LLC understands the importance of comprehensive coverage. From replacement cost coverage for your home and personal property to additional living expense coverage in case of temporary displacement, Helm Insurance Agency LLC helps you plan for the unexpected. They also offer valuable possessions coverage, medical expenses coverage, and personal liability coverage to protect you and your assets in case of injury or property damage.

Kulwicki-Hilton Insurance is a local independent insurance agency located at 106 West Tully Street in Convoy, Ohio, United States. With over 30 years of experience, they are dedicated to protecting you and your loved ones with quality personal and business coverages. LELAND SMITH INSURANCE SERVICES is committed to insuring what matters most to you, saving you time, money, and aggravation. Rest easy knowing that you are protected by this trusted insurance agency.

Lotz Insurance Agency LLC is a trusted insurance agency located at 115 East Pike Street in Jackson Center, Ohio, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the local community. With a team of experienced and knowledgeable insurance professionals, we are dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Lotz Insurance Agency LLC is here to help protect what matters most to you. Contact us today to learn more about our personalized insurance solutions.

Thomas & Grushon Insurance is a reputable insurance agency located at 22 East Franklin Street in Bellbrook, Ohio, United States. Since 1960, we have been dedicated to providing reliable insurance solutions with exceptional service to clients in Ohio and four nearby states. As an independent agency, we prioritize our clients by offering a wide range of insurance options from top-rated companies to ensure maximum coverage at affordable prices. Our experienced team of insurance advisors is committed to building lasting relationships with our customers, offering trusted advice and personalized risk management solutions for individuals, families, and businesses of all sizes. Whether you need coverage for your home, personal belongings, or valuable possessions, we can tailor an insurance program to meet your specific needs and provide peace of mind in times of unexpected events.

Hal Kresser Agency LLC is an independent insurance agency located at 650 Wessel Drive, Fairfield, Ohio, United States. With over 30 years of experience, we specialize in providing insurance solutions for businesses and individuals throughout Ohio. As an independent agency, we have access to multiple top-rated insurance companies, allowing us to offer a variety of coverage options to meet your specific needs. Our experienced team is dedicated to building lasting relationships with our clients, offering personalized service and expert advice. As residents of Ohio ourselves, we understand the unique risks faced by individuals and businesses in the area, giving us an advantage in helping you manage those risks through insurance coverage.

John J. & Thomas R. Schiff & Co., Inc. is an insurance agency located at 6200 South Gilmore Road, Fairfield, Ohio, United States. Specializing in property, casualty, and life insurance for both commercial and personal purposes, our team of independent agents is dedicated to providing the best possible service to our clients. Founded by Jack Schiff Sr. in 1938, our agency upholds his values of hard work and customer care. At Schiff Insurance, we understand the importance of risk management and strive to ensure that our clients can sleep well knowing their assets are protected. Our goal is to provide strength and empowerment through our insurance programs, tailored to meet the individual needs of each client. In the event of a catastrophe, our agents are here to guide you through the process and minimize the financial impact on your business or personal life.

Steve Ulmer - State Farm Insurance Agent is a well-established insurance agency located at 3518 Glenmore Avenue in Cincinnati, Ohio. With over 30 years of experience in the insurance industry, Steve Ulmer is dedicated to providing exceptional service to his customers. Specializing in auto insurance, home insurance, life insurance, health insurance, and business insurance, the agency offers free quotes to residents of Ohio and Indiana. Steve Ulmer holds Chartered Financial Consultant (ChFC) and Life Underwriter (CLU) designations, showcasing his commitment to ongoing education and staying up-to-date on industry trends. The agency is located in the Western Hills area of Cincinnati and offers insurance review appointments after hours and on Saturdays for convenience.

Ingram-Disney Insurance Inc. is an established insurance agency located at 7699 Beechmont Avenue in Cincinnati, Ohio, United States. With years of experience, we specialize in Home, Auto, Business, Life, and various other insurance services. Our agency is proud to work with reputable insurance companies that prioritize excellent customer service. Founded in 1948 by Clyde Ingram, our agency later welcomed Samuel Disney as a partner, forming the trusted Ingram-Disney Insurance Agency. Today, we continue to operate from the same location with a strong focus on meeting and exceeding our customers' expectations. As a family-owned and operated independent agency, we serve clients throughout the Greater Cincinnati area and hold non-resident licenses for KY, IN, and TN.

A J Gurbis & Associates Inc is an independent insurance agency located at 4443 Westview Drive, Copley, Ohio, United States. Our agency specializes in providing insurance options for F&I departments, marketing needs, and overall business requirements. We offer a range of services to keep you and your team compliant, including custom packages and consultations. Whether you need vehicle service contracts, ancillary programs, or marketing strategies to boost sales, we have you covered. Our president, Alexander Gurbis, emphasizes the importance of providing top-notch service to our clients, which include automotive dealerships and financial institutions. Trust us to find the best insurance solutions for your business needs.

Collins & Guilford Wealth Advisors, LLC is a premier finance institution located at 164 East West High Street in Hicksville, Ohio, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Collins & Guilford Wealth Advisors, LLC offers comprehensive financial solutions tailored to each individual's needs. Trustworthy and reliable, this institution is dedicated to helping clients build and protect their wealth for a secure financial future.

Tom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.

Steve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.

Katie Hire is a finance and insurance professional located at 655 Beaver Creek Circle in Maumee, Ohio. She is a part of Savage and Associates, where she has been working since 2006. Katie specializes in creating employee benefits packages for small businesses in Northwest Ohio, as well as assisting individuals and families with their personal finances, insurance, education funding, retirement planning, and estate needs. In her free time, Katie enjoys spending summers at the lake with her family, engaging in activities such as surfing, skiing, and quality time together. She also coaches Cross Country at St. Rose.

John Metzger is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. John Metzger joined Savage & Associates in 2016 with a mission to positively impact the community by offering sound insurance and financial strategies for protection and growth. Specializing in insurance protection, investments, and retirement plans for individuals, families, corporations, and nonprofits, John is dedicated to providing personalized and comprehensive financial services. John Metzger holds a Bachelor of Business Administration degree with a focus in Marketing and Organizational Leadership from the University of Toledo. He is registered in multiple states and holds designations as a Life and Health Licensed professional in Michigan, Ohio, and Virginia, as well as an Accredited Investment Fiduciary (AIF®).

Jeff Marchal is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Jeff has been a part of Savage & Associates since 2004, where he specializes in helping business clients with their employee benefit programs. With a BS in Business Management from the University of Findlay, Jeff holds insurance-related designations including LUTCF® and ChHC® and is licensed in life/health and property/casualty in Ohio and Michigan. Outside of work, Jeff resides in Toledo with his wife and children, enjoying time with friends and family, traveling, and trips to the lake. He is an active member of Christ the King parish and serves as a CYO coach. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Jeff Marchal. Please note that the information provided is for courtesy only, and leaving the website will take you to independent entities. Jeff Marchal offers securities in various states across the US.

Fundacion Finance LLC, located at 213 Potomac Drive in Findlay, Ohio, is a finance institution that has built its long-term success on always prioritizing the interests of its clients. Our highly qualified and experienced staff provide independent advice on a range of financial services including pensions, inheritance tax, investments, business protection, and wealth planning. We specialize in stable investment options such as bonds and commodities, as well as offering opportunities to invest in mutual funds and Initial Public Offerings (IPOs) at a relatively low cost. At Fundacion Finance, we believe in providing impartial financial advice to help individuals and businesses achieve their financial goals. Our team of independent financial advisers will work with you to create financial plans that align with your short, medium, and long-term objectives. Whether you are looking to grow, preserve, or pass on your wealth, we are dedicated to helping you achieve your financial ambitions through lasting relationships and holistic financial planning.

Caliber Investments is a full-service investment firm located at 1351 South Reynolds Road in Toledo, Ohio. Specializing in multiple asset classes, we offer a wide range of investments from various companies. Our mission is to provide personalized service and customized financial planning to meet the unique investment goals of each client. President David J. Elrod brings over 15 years of experience in the securities and annuity industry, holding various designations including CFS, AIF Fiduciary, and AAMS. He has appeared on Fox Toledo and WSPD, and has been endorsed by Dave Ramsey as a local provider.

Alluvial Private Wealth in Marion, Ohio, is a finance institution that is expanding with the opening of a new office in Northeast Ohio/Cleveland. Led by Randy Bliss, CFP®, our team of specialists is committed to serving individuals, high-net-worth families, businesses, and non-profit organizations. We offer services such as retirement planning, investment management, and special needs planning. With decades of experience and a focus on personalized service, we strive to help our clients achieve financial success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are dedicated to providing top-notch financial planning services. Visit us at 107 North Main Street to meet our team and learn more about how we can assist you with your financial goals.

Dodds Wealth Advisors is a premier financial institution located at 145 South Main Street in Bellefontaine, Ohio. As a leading wealth management firm, we specialize in providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors offers tailored solutions to meet the unique needs of each individual, ensuring a comprehensive and holistic approach to wealth management. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Dodds Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.

McCarthy and Cox Retirement and Estate Specialists LLC is a finance institution located at 127 West 5th Street in Marysville, Ohio, United States. Specializing in retirement and estate planning, their team of experts provides personalized financial advice and services to help clients secure their financial future. With a focus on helping individuals and families achieve their long-term financial goals, McCarthy and Cox is dedicated to providing top-notch service and expertise in the field of retirement and estate planning.

RSM US LLP is a leading accounting and finance institution located at 405 Public Square in Troy, Ohio, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated team of experts and a robust research program to support your business strategy and global industry trends. With a focus on building perspectives and designing solutions to drive your business forward, RSM's advisors bring insight, broad service offerings, and global technical resources to help you make confident decisions in an ever-changing market. Embracing digital tools to enhance the client experience and enable business growth, RSM is committed to progress and innovation. The team at RSM values diversity, ownership, and making a meaningful impact on clients, communities, and careers. As the U.S. member firm of RSM International, a global network of independent assurance, tax, and consulting firms, RSM US LLP collaborates with international partners to provide services to global clients while maintaining separate legal entities.

Russell Total Wealth and Wellness is a finance institution located at One Russell Place in Dayton, Ohio, United States. They specialize in helping good people make great decisions to enjoy an amazing retirement. By booking a 15-minute strategy session via phone, clients can get answers and learn ways to better protect their retirement using proven strategies. The institution believes in treating clients with respect and providing personalized solutions rather than fitting them into a predetermined box with a price tag. Their Wealth Advisors, Andie Doller and Curv Miller IV, offer insightful guidance and strategies to help clients achieve their financial goals. Russell Total Wealth and Wellness also offers insurance products through their insurance business, and investment advisory services through AE Wealth Management, LLC. They emphasize the importance of understanding investment risks and consulting with qualified professionals before making financial decisions. The institution prioritizes the financial well-being of their clients and aims to provide reliable and accurate information to help them secure a prosperous future.

Fiduciary Wealth Group, LLC is a reputable finance institution located at 6784 Loop Road in Centerville, Ohio, United States. We specialize in providing trusted wealth management services to our clients, ensuring their financial goals are met with integrity and professionalism. Our team of experienced advisors are dedicated to helping individuals and families navigate the complexities of investment and financial planning, offering personalized solutions tailored to each client's unique needs. Trust Fiduciary Wealth Group, LLC to safeguard and grow your wealth for a secure financial future.

RSM US LLP is a leading accounting and finance institution located at 6 South Patterson Boulevard in Dayton, Ohio, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping businesses navigate change and align with industry trends. With a team of experts and a robust research program, RSM provides valuable insights and solutions to drive business growth. Embracing digital tools and innovation, RSM offers a personalized and progressive experience for clients. As a member of the global network RSM International, RSM US LLP collaborates with other independent firms to serve global clients. With a focus on understanding and empowering their clients, RSM is committed to making a meaningful impact on careers, communities, and beyond. Visit their website for more information on their services and values.

Wyoming Wealth Management, located at 504 Wyoming Avenue in Wyoming, Ohio, is a finance institution specializing in financial planning and wealth management. As an Independent Registered Investment Advisory firm, we offer unbiased guidance to individuals and provide advisory services for company retirement plans. Our comprehensive approach involves reviewing all aspects of our clients' finances to better understand their needs and help them make informed decisions. From individuals to small businesses, we offer a variety of services to help clients achieve a sound financial future. Our goal is to simplify the financial planning process and create actionable steps towards reaching financial objectives. Visit us on the second floor of the 504 Wyoming Avenue building for expert financial advice and guidance.

U.S. Bank's Wealth Management Banker Corey Corwin is based at the institution's branch located at 9334 Union Centre Boulevard in Ohio, United States. As a finance professional, Corey Corwin specializes in providing personalized wealth management services to clients, helping them achieve their financial goals and secure their financial future. With a strong background in financial planning and investment strategies, Corey Corwin is dedicated to offering expert guidance and advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Corey Corwin at U.S. Bank's Wealth Management division is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Everhart Advisors is a nationally recognized finance institution located at 535 Metro Place South in Dublin, Ohio. As a CEFEX-certified and independently owned firm, we offer personalized advice from experienced fiduciaries to help you reach your financial goals. Whether you are looking to prepare for retirement, build wealth, or maximize your after-tax income, our team of experts can provide support and guidance every step of the way. Our services include fiduciary protection, investment selection and monitoring, fee benchmarking, retirement planning, college planning, wealth building, exit planning, wealth transfer, tax compliance, tax planning, tax return preparation, multi-state consulting, and transaction/M&A consulting. We specialize in corporate retirement plan consulting and wealth management for individuals, with offices in Columbus and Dayton, Ohio, as well as Fort Myers, Florida.

Heritage Wealth Partners is a leading financial institution located at 6215 Emerald Parkway in Dublin, Ohio, United States. Specializing in wealth management and financial planning, Heritage Wealth Partners is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, Heritage Wealth Partners offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or managing your assets, Heritage Wealth Partners is committed to providing expert guidance and exceptional service.

Your Wealth Center is a premier financial institution located at 8044 Montgomery Road in Kenwood, Ohio. We specialize in helping individuals and families achieve their financial goals through personalized wealth management services. Our team of experienced professionals is dedicated to providing expert advice and guidance to help you build and protect your wealth for the future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Your Wealth Center is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.