Strategy in Independence, Ohio

Welcome to Baker Tilly, your trusted partner in accounting and finance, located at 1730 Madison Road, Cincinnati, Ohio. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to delivering exceptional client service, leveraging unmatched regional expertise, and making a sustained impact in our community. At Baker Tilly, we believe in looking beyond the obvious to uncover solutions that guide our clients to destinations they once thought unreachable. Our dedicated team is here to support you with a range of specialized services, including insights on ESG controllers, navigating the Inflation Reduction Act, understanding IRS partnership adjustments, and offering guidance on making gifts. We also provide innovative solutions for prevailing wage and apprenticeship bonus credits, and data tracking for energy projects.

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 Stanley R Gershuny & Associates, your trusted partner in finance and real estate solutions. Conveniently located at 7710 Shawnee Run Road in Cincinnati, Ohio, we are dedicated to serving our community with integrity and expertise. Our seasoned professionals specialize in providing personalized financial advice and comprehensive real estate services to meet your unique needs. Whether you're looking to invest, buy, or sell, we are committed to guiding you through every step of the process with clarity and confidence. At Stanley R Gershuny & Associates, your financial well-being and real estate success are our top priorities. Visit us today and discover how we can help you achieve your goals.

Welcome to Fifth Third Securities - Joshua Lees, your trusted partner in financial planning and investment management. Conveniently located at 6800 Hamilton Avenue in Cincinnati, Ohio, we are dedicated to helping you achieve your financial goals with personalized service and expert guidance. At Fifth Third Securities - Joshua Lees, we offer a comprehensive range of financial services tailored to meet the unique needs of each client. Whether you're planning for retirement, saving for education, or looking to grow your investment portfolio, our experienced team is here to provide you with the insights and strategies necessary for success.

Welcome to Apro Financial Solutions LLC, your trusted partner in financial success, conveniently located at 11297 Logenberry Circle, Cincinnati, Ohio. At Apro Financial Solutions, we are committed to providing personalized and comprehensive financial services to meet the unique needs of individuals and businesses in our community. Our team of experienced financial advisors and planners is dedicated to helping you navigate the complexities of financial management with ease and confidence. Whether you're looking to plan for retirement, manage your investments, or seek advice on financial strategies, we offer tailored solutions designed to achieve your goals.

Welcome to CFC Investment Company, your trusted partner in commercial financing since 1970. Located at 6200 South Gilmore Road, Fairfield, Ohio, we specialize in providing tailored financial solutions to independent insurance agents, their commercial clients, and various businesses. Our expertise lies in equipment and vehicle financing, offering amounts up to $175,000. We pride ourselves on our financial strength, stability, and ethical approach, which enable us to support agents, assist individuals in recovering financially after losses, and empower businesses to grow profitably. Our services include total payout leases, akin to traditional loans, and we recommend consulting with a tax adviser to understand the tax implications of such leases.

Welcome to Luxe Financial LLC, your trusted partner in financial success, conveniently located at 260 Northland Boulevard, Cincinnati, Ohio. As a premier finance firm, we specialize in providing personalized financial solutions tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to delivering exceptional service and expert guidance in areas such as financial planning, investment management, tax strategies, and retirement planning. At Luxe Financial LLC, we prioritize building long-term relationships with our clients, ensuring that your financial goals are met with integrity and precision. Discover the difference of working with a firm that values your financial well-being as much as you do. Visit us today and let us help you pave the way to a prosperous future.

Welcome to Terry Regan - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 2135 Dana Avenue, Cincinnati, Ohio, our firm is dedicated to providing personalized financial services that empower you with clarity and confidence for both today and the future. At Terry Regan - RBC Wealth Management, we are committed to a clients-first approach, offering world-class resources and individualized attention to meet your unique financial needs. Our decision to join RBC Wealth Management was made with careful consideration, aligning ourselves with a global leader known for its strong financial foundation and innovative solutions.

Welcome to The Paradigm Group, your trusted partner in financial advisory and wealth management services located at 2135 Dana Avenue, Cincinnati, Ohio. As dedicated financial advisors, our top priority is to provide individualized service and wealth management solutions that instill clarity and confidence for both today and the future. After careful consideration, we are proud to have joined RBC Wealth Management, a global firm renowned for its clients-first culture and world-class resources. By partnering with RBC, our clients will enjoy personalized attention combined with the robust tool set and innovative business model that have made RBC one of the world's leading financial institutions.

Welcome to Strong Stone Capital, your trusted partner in financial success, located at 1329 East Kemper Road, Cincinnati, Ohio. As a premier financial services firm, we are dedicated to providing tailored solutions to meet the diverse needs of our clients. Whether you are looking for investment management, financial planning, or strategic advisory services, our team of experienced professionals is here to guide you every step of the way. At Strong Stone Capital, we understand that every client's financial journey is unique. That's why we prioritize personalized service, taking the time to understand your specific goals and aspirations. Our commitment to excellence and integrity ensures that you receive the highest quality of service and advice, empowering you to make informed decisions that align with your long-term objectives.

Welcome to Holcomb Frey Wealth Partners, where life's grandest visions are transformed into thoughtful plans. Located at 3825 Edwards Road, Suite 630, Floor 6, in Cincinnati, Ohio, we are a dedicated finance firm committed to meeting the dynamic needs of each client. Our bespoke investment strategies and comprehensive financial solutions are designed to grow with you at every stage of your wealth journey. Our expert team provides seamless financial management and empowers your decision-making with guidance tailored to your unique challenges. We offer a sophisticated open-architecture platform for both traditional and alternative investments, ensuring that your financial objectives are met with precision and care.

Welcome to AXA Advisors, LLC: Nick Georgiton, your trusted partner in financial planning and wealth management, located at 4000 Smith Road Cornerstone II, Cincinnati, Ohio. We specialize in providing personalized financial advice to help you achieve your long-term financial goals. Whether you're planning for retirement, saving for a child's education, or looking to grow your investments, Nick Georgiton and his dedicated team are here to guide you every step of the way. With a commitment to excellence and a focus on your unique needs, we offer a comprehensive range of services including investment strategies, insurance solutions, and estate planning. Visit us today to discover how we can help secure your financial future.

Welcome to Cole Razete - Financial Advisor at Ameriprise Financial Services, LLC, located at 6184 Muhlhauser Road, Ohio 45069, United States. Our business is dedicated to providing exceptional financial guidance and wealth management services to individuals and businesses alike. With a commitment to ethics and excellence, we offer a comprehensive array of financial planning services tailored to meet your unique needs. Our expertise is backed by a range of prestigious certifications that demonstrate our commitment to providing the highest level of service. Our financial advisor holds the AAMS™ certification, ensuring an in-depth understanding of asset management, investment strategies, estate planning, and more. We also specialize in providing advice to domestic partners through the ADPA™ designation, offering insights into wealth transfers, federal taxation, and retirement planning.

Welcome to Roadmap To Zero Debt, your trusted partner in financial freedom, conveniently located at 6707 Kennedy Avenue, Cincinnati, Ohio. Our mission is to empower individuals and families to achieve a debt-free lifestyle through personalized financial strategies and expert guidance. We specialize in creating tailored debt elimination plans that are designed to suit your unique financial situation and goals. Our team of experienced financial advisors is committed to providing you with the tools, education, and support needed to take control of your finances and pave the way to a secure and prosperous future. Whether you're struggling with credit card debt, student loans, or other financial burdens, Roadmap To Zero Debt is here to help you navigate the path to financial independence. Visit us today and take the first step towards a debt-free life.

Welcome to Wealth Enhancement Group, your trusted partner in financial success, located conveniently at 3660 Park 42 Drive, Sharonville, Ohio. Specializing in comprehensive wealth management and personalized financial planning, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors offers tailored strategies that align with your unique needs, whether you're planning for retirement, managing investments, or seeking guidance on estate planning. At Wealth Enhancement Group, we prioritize building long-lasting relationships with our clients, ensuring that you receive the attention and expertise necessary to enhance your financial well-being. Visit us today and take the first step towards a secure financial future.

Welcome to Fifth Third Business Banking - Alfredo Gonzalez, your trusted partner in financial success, conveniently located at 5050 Kingsley Drive, Cincinnati, Ohio. As a leading provider of comprehensive banking and finance solutions, we are dedicated to helping businesses thrive by offering personalized services tailored to meet your unique needs. Whether you're looking to manage cash flow, secure a loan, or explore investment opportunities, our experienced team, led by Alfredo Gonzalez, is here to guide you every step of the way. At Fifth Third Business Banking, we pride ourselves on building lasting relationships with our clients through exceptional service and innovative financial solutions. Visit us today and discover how we can support your business's growth and prosperity.

Welcome to Grant & Associates / Primerica, your trusted insurance agency located in the heart of Cincinnati, Ohio. Situated at 10948 Reading Road, our firm is dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals and families in our community. At Grant & Associates / Primerica, we understand that navigating the world of insurance can be complex and overwhelming. That’s why our team of experienced professionals is committed to guiding you every step of the way, ensuring you have the right coverage for peace of mind. Whether you're seeking life insurance, auto coverage, or any other type of protection, we offer a comprehensive range of products designed to safeguard your future.

Welcome to Celestial Group - Morgan Stanley, your trusted partner in financial success, located at 7755 Montgomery Road, Cincinnati, Ohio 45236. As a leading financial services firm, we are dedicated to providing personalized investment strategies and comprehensive wealth management solutions to individuals, families, and businesses in the Cincinnati area and beyond. At Celestial Group, we pride ourselves on our commitment to understanding your unique financial goals and tailoring our services to meet your specific needs. Our team of experienced financial advisors is equipped with the extensive knowledge and cutting-edge resources of Morgan Stanley, a global leader in investment banking and financial services. Whether you are planning for retirement, seeking to grow your wealth, or looking to secure your family's financial future, we are here to guide you every step of the way.

Welcome to Christopher Green - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 7755 Montgomery Road, Cincinnati, Ohio, our firm is dedicated to providing personalized financial solutions tailored to meet your unique needs and objectives. With a commitment to excellence and a deep understanding of the financial landscape, Christopher Green and his team offer a comprehensive range of services, including investment management, retirement planning, wealth management, and more. Whether you're planning for the future, managing your current portfolio, or seeking guidance on complex financial matters, we are here to help you achieve your financial goals with confidence and clarity. Visit us today to discover how we can support your financial journey.

Welcome to Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC At Brian Bushman - Financial Advisor, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, we are dedicated to providing tailored financial solutions to help you achieve your financial goals. Our comprehensive services are designed to address the unique needs of each client, whether you're planning for retirement, managing investments, or navigating complex financial situations.

Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Garry Rutledge - Financial Advisor, located in the heart of Cincinnati at 9636 Cincinnati Columbus Road, Ohio. As a dedicated professional in the finance sector, Garry Rutledge offers comprehensive financial advisory services tailored to meet the unique needs of each client. With an emphasis on personalized service and expert guidance, Garry is committed to helping individuals and businesses achieve their financial goals through strategic planning and informed decision-making.

Welcome to Nicholas Ruch - UBS Financial Services Inc., your trusted partner in financial management and investment planning. Conveniently located at 8044 Montgomery Road in Cincinnati, Ohio, we are dedicated to serving the financial needs of individuals, families, and businesses in our community. At Nicholas Ruch - UBS Financial Services Inc., we understand that each client's financial journey is unique. Our experienced team is committed to providing personalized financial strategies tailored to meet your specific goals. Whether you're planning for retirement, looking to grow your investment portfolio, or navigating complex financial decisions, we offer expert guidance and comprehensive solutions to help you achieve financial success.

Welcome to Family Wealth Management - UBS Financial Services Inc., your trusted partner in navigating the complexities of personal and family finances. Conveniently located at 8044 Montgomery Road, Cincinnati, Ohio, we are dedicated to helping you achieve your financial goals with confidence and clarity. As a premier financial services firm, we offer a comprehensive range of wealth management solutions tailored to meet the unique needs of individuals and families. Our team of experienced financial advisors is committed to providing personalized strategies that encompass investment management, retirement planning, estate planning, and more.

Welcome to Stephanie Russell - UBS Financial Services Inc. Located conveniently at 8044 Montgomery Road, Cincinnati, Ohio, Stephanie Russell - UBS Financial Services Inc. is your trusted partner in navigating the complex world of finance. As a dedicated branch of UBS Financial Services, we pride ourselves on offering a comprehensive range of financial solutions tailored to meet the unique needs of each client.

Welcome to Whitaker-Myers Wealth Managers Located at 300 East Business Way, Cincinnati, Ohio, Whitaker-Myers Wealth Managers is your trusted partner in comprehensive wealth management. We pride ourselves on our integrity and commitment to authentic client interactions, ensuring a seamless experience tailored to your financial needs.

Welcome to Fifth Third Preferred - Zach McDonald, your trusted financial partner located in the heart of Cincinnati, Ohio. Situated at 9477 Kenwood Road, our office is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a deep commitment to exceptional service, Zach McDonald and his team offer a comprehensive range of financial services including wealth management, investment strategies, and retirement planning. Whether you're looking to grow your assets, secure your financial future, or navigate complex financial decisions, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve financial success with confidence and peace of mind.

Welcome to Cottage Savings Bank, your trusted partner in financial services located at 9813 Montgomery Road, Cincinnati, Ohio 45242. As a cornerstone of the community, we are dedicated to providing personalized banking solutions tailored to meet your needs. Whether you're looking to manage your daily finances, save for the future, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Cottage Savings Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment advice. Our state-of-the-art ATMs ensure you have convenient access to your funds anytime you need them. We pride ourselves on delivering exceptional customer service and fostering long-lasting relationships with our clients.

Welcome to NextGen Advisor, your trusted insurance agency located in the heart of Cincinnati at 8814 Foxboro Court. Specializing in providing comprehensive insurance solutions, we are dedicated to safeguarding what matters most to you. Whether you're seeking coverage for your home, vehicle, business, or personal health, our experienced team is here to guide you through every step of the process. At NextGen Advisor, we pride ourselves on our personalized approach, ensuring that each client receives tailored advice and policies that fit their unique needs. Our commitment to excellence and customer satisfaction is unmatched, making us the go-to choice for individuals and businesses alike in the Cincinnati area. Discover the peace of mind that comes with expert insurance guidance and let us help you prepare for a secure future. Visit us today at our convenient location or contact us to learn more about how we can serve you.