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TOP 30 Specialized tax advisory in Cleveland, OH
13 results found
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Smiths Tax & Acct. W. Smith
Smiths Tax & Accounting, W. Smith is a reputable financial institution located at 4815 Broadview Road in Cleveland, Ohio. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax assistance and accounting solutions to individuals and businesses alike. With a commitment to excellence and personalized attention to each client's needs, Smiths Tax & Accounting, W. Smith is the go-to destination for all your financial needs in the Cleveland area.
Paradigm Wealth Management LLC
Paradigm Wealth Management LLC is a leading financial institution located at 159 Crocker Park Boulevard in Cleveland, Ohio, United States. Specializing in personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on strategic investment planning, risk management, and asset allocation, we provide comprehensive financial services tailored to each client's unique needs. Trust Paradigm Wealth Management LLC to guide you towards financial success and peace of mind.
Henderson Financial Services - HFS
Henderson Financial Services (HFS) is a finance institution located at 3575 Reserve Commons Drive, Medina, Ohio, United States. Founded in 1987, HFS has been serving clients in the Cleveland / Akron Area as well as Northwest Florida. The team at HFS, including Robert A. Henderson Sr., Robert A. Henderson Jr., Chad A. Henderson, and Brent D. Kalb, specialize in providing investment, annuities, retirement planning, and life insurance services to individuals and small businesses. At HFS, we believe in taking a proactive approach to personal finance and helping clients understand the opportunities and potential rewards available. Our website offers valuable resources on insurance, investing, retirement, estate planning, and wealth preservation. As an Independent Investment Representative Firm, we provide securities through StoneX Securities Inc. and advisory services through Stone X Advisors, Inc.
The Siegfried Group, LLP
The Siegfried Group, LLP is a national institution located at 950 Main Avenue, Cleveland, Ohio, United States. Specializing in accounting, finance, and legal services, our higher purpose is to help individuals transform themselves into better leaders to improve their lives exponentially. We work closely with financial executives across the nation on their most critical projects, providing a powerful combination of leadership advisory, financial advisory, and talent delivery services. Our strategic service offering allows leaders and financial decision makers to identify their most important needs, clarify the best path forward, and receive high-caliber professionals to successfully address those needs. With 18 offices spanning from the East Coast to the West, and remote servicing capabilities, we can assist clients wherever they are. Our exclusive group of talented professionals are committed to continuous growth, personally and professionally, and are dedicated to helping clients enhance their enterprise value. At Siegfried, the investment and expectations of a career are high, because the reward of what we offer is high.
Sequoia Financial Group
Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Golden Reserve
Golden Reserve, located at 302 North Cleveland Massillon Road in Akron, Ohio, is a finance institution that specializes in helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Summit County and beyond. The institution has been recognized for its expertise in retirement planning, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have trusted Golden Reserve to provide the support they need to safeguard their savings. The team of Retirement Planners at Golden Reserve is dedicated to helping clients navigate the risks of retirement and create personalized Roadmaps for Retirement℠ to address their specific needs.
Bank of America Private Client Advisor Jason Seifert
Bank of America Private Client Advisor Jason Seifert, located at 1375 East 9th Street in Cleveland, Ohio, is a finance institution offering personalized wealth management services. Jason Seifert, a Senior Vice President and Private Client Advisor, specializes in providing strategic advice to clients with complex financial needs. With a focus on wealth creators and their families, Jason and his team of specialists offer a range of services including investment management, trust and estate planning, banking and lending, and philanthropy. With over two decades of experience, Jason is dedicated to helping clients navigate financial challenges and capitalize on opportunities. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personalized experience. Whether you are looking to preserve wealth, plan for the future, or build philanthropic legacies, Bank of America Private Bank is dedicated to making your financial goals a priority. Please note that Jason Seifert does not provide tax or legal advice, and investing involves risk. For more information about the services offered by Bank of America Private Bank, visit their website or contact their team directly.
Craig M Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Craig M Burgess is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. Craig 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Craig's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig M Burgess for expert financial advice tailored to your specific needs.
Intuitive Risk Management International
Intuitive Risk Management International, located at 7707 Dearborn Avenue in Cleveland, Ohio, is a leading finance institution specializing in risk management advisory services. Our full-service management consultancy firm is dedicated to helping clients navigate the complexities of business and life risks by providing comprehensive and innovative solutions. At Intuitive Risk Management International, we are committed to empowering our clients to overcome challenges and work smarter, not harder. Our mission is to serve as a shield of protection for businesses, individuals, and families, equipping them with the knowledge, tools, and resources necessary to prepare for unforeseen circumstances and protect against potential threats and weaknesses.
Davin Gustafson, JD
Davin Gustafson, JD is an institution located at 6155 Rockside Road in Cleveland, Ohio, United States. Specializing in accounting and finance, Davin Gustafson, JD is affiliated with Apple Growth Partners (AGP), an award-winning accounting and business advisory firm with over 80 years of experience in delivering creative solutions for healthy, sustainable growth. AGP offers a wide range of services for privately held businesses, including tax planning, audit and assurance, business valuation, fraud prevention, and more. With a team of over 130 employees, AGP collaborates with business owners across the Great Lakes region, providing expertise in various industries such as manufacturing, construction, and not-for-profits. The mission of AGP is to champion the Healthy Growth® of their people, clients, and communities through exceptional service and authenticity. Clients praise AGP for their competence, professionalism, and ease to work with. For more information, you can contact Davin Gustafson, JD at their toll-free number 866-67-APPLE.
Jim Gornik, CPA, JD
Jim Gornik, CPA, JD is a trusted institution located at 6155 Rockside Road in Cleveland, Ohio, United States. Specializing in accounting and finance, Jim Gornik, CPA, JD is part of Apple Growth Partners (AGP), an award-winning accounting and business advisory firm with over 80 years of experience. AGP offers a wide range of services for privately held businesses, including tax planning, audit and assurance, business valuation, fraud prevention, and more. With a team of over 130 employees, AGP collaborates with business owners and partners across the Great Lakes region, providing expertise in various industries such as manufacturing, construction, and not-for-profits. AGP's mission is to champion the healthy growth of their people, clients, and communities through exceptional service and care. Clients have praised AGP for their competence, professionalism, and partnership. For more information, contact Jim Gornik, CPA, JD at 866-67-APPLE.
Barnes Wendling CPAs
Barnes Wendling CPAs is a leading accounting, tax, and advisory firm located at 1350 Euclid Avenue in Cleveland, Ohio, United States. Our team of professionals specializes in serving privately-held businesses across various industries such as construction, real estate, manufacturing, distribution, service enterprise, and non-profit organizations. We also provide services for family offices and individuals with high-net worth. At Barnes Wendling CPAs, we are committed to helping our clients build and maintain their net worth through our unique BRISE Model. This model allows us to create customizable plans to help grow and preserve our clients' wealth. Our comprehensive approach includes identifying strengths and weaknesses in businesses to improve performance, value, and profitability.
Ivan Mahovlic, CPA, MTax
Ivan Mahovlic, 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 award-winning accounting and business advisory services with over 80 years of experience in providing creative solutions for healthy, sustainable growth. Their team of over 130 employees specializes in tax planning and compliance, audit and assurance, business valuation, litigation consulting, ESOPs, fraud prevention, family office services, and transaction advisory for privately held businesses. With office locations in Akron, Canton, Charlotte, Chicago, Cleveland, and Schaumburg, AGP extends their services to clients across the Great Lakes region. Their professionals have expertise in various 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 authenticity, exceptional service, and mutual care. Clients have praised AGP for their competence, professionalism, and collaborative approach to business partnerships. For more information or to inquire about their services, you can contact them toll-free at 866-67-APPLE.
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