Tailored financial plans in Cleveland Heights, Ohio

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.

J.C. & Associates Tax and Financial is a reputable accounting and finance institution located at 3559 Stoer Road in Shaker Heights, Ohio, United States. With a team of knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, their dedicated staff is committed to helping you navigate the complexities of tax and financial matters with personalized solutions tailored to your specific needs. Trust J.C. & Associates Tax and Financial to provide expert guidance and support to help you achieve your financial goals.

Shah Insurance, located at 1917 South Taylor Road in Cleveland Heights, Ohio, is a trusted insurance agency dedicated to helping individuals and families find the perfect health coverage. With a focus on providing comprehensive options tailored to your specific needs, Shah Insurance makes it easy to take control of your health and well-being. Customers have praised Shah Insurance for their excellent customer service and simple, efficient process for finding the right health insurance plan. Whether you're looking for basic coverage or more comprehensive benefits, Shah Insurance Group has a wide range of options to choose from.

Dr. Jason M. Wolf, MD - Gastroenterology Specialist Location: 6770 Mayfield Rd, Mayfield Heights, OH 44124, United States

Welcome to the practice of Dr. Anne Rex, located at 7060 Wayside Drive, Mentor, Ohio. As a distinguished physician specializing in Primary Care Sports Medicine, Dr. Rex is dedicated to the health and well-being of her patients. A staff physician at the Cleveland Clinic's Center for Sports Health, Dr. Rex also serves as a Clinical Assistant Professor at the Ohio University Heritage College of Osteopathic Medicine and is the team physician for Lake Catholic High School. Dr. Anne Rex, DO, FAOASM, offers a comprehensive approach to sports-related orthopaedic and musculoskeletal injuries, emphasizing safe return to play, work, and daily activities. Her expertise extends to non-surgical orthopaedics, adolescent lower back pain, and spondylolysis, ensuring that patients receive the best care tailored to their needs.

Welcome to the practice of Dr. Saul Kane, a dedicated and compassionate healthcare professional located at 7530 Fredle Drive, Concord, Ohio. Specializing in gastroenterology and hepatology, Dr. Kane is committed to providing exceptional medical care tailored to meet the individual needs of each patient. With a strong educational foundation from the Albert Einstein College of Medicine and extensive training from Temple University Hospital and Cleveland Clinic, Dr. Kane brings a wealth of knowledge and expertise to his practice. Patients consistently praise Dr. Kane for his attentive and caring approach, ensuring that all questions and concerns are thoroughly addressed. His commitment to patient satisfaction is reflected in the high ratings he receives, with feedback highlighting his professionalism, efficiency, and ability to make patients feel at ease.