Tailored financial plans in Cleveland, Ohio
143 results found
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Musca Benefits, LLC
● ClosedMusca Benefits, LLC is a reputable health insurance agency located at 4052 Riveredge Road in Cleveland, Ohio, United States. We specialize in providing comprehensive health insurance solutions to individuals and families, offering a range of plans tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you find the right coverage at the best possible price, ensuring that you and your loved ones have access to quality healthcare when you need it most. Trust Musca Benefits, LLC to protect your health and financial well-being with our reliable insurance options.
4052 Riveredge Rd, Cleveland, OH 44111, United States -
Taylor Oswald
● OpenTaylor Oswald is a reputable insurance agency located at 1330 Superior Avenue in Cleveland, Ohio. With a commitment to providing top-notch insurance solutions to individuals and businesses, Taylor Oswald offers a wide range of services including risk management, employee benefits, and property and casualty insurance. Their team of experienced professionals is dedicated to helping clients find the right coverage to protect their assets and investments. Trust Taylor Oswald to provide reliable and personalized insurance solutions tailored to your specific needs.
1100, 1330 Superior Ave E Ste, Cleveland, OH 44114, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company is an insurance agency located at 2914 Cleveland Road, Wooster, Ohio, United States. We offer a variety of products to help you plan for your financial future, whether for personal or business needs. Our personalized guidance and solutions are tailored to your specific goals and circumstances. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to providing high-quality products and services, we are here to help you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Please note that not all Agents are registered to sell securities, so be sure to speak to someone who is licensed if you have specific investment needs. Western & Southern Life is the marketing name for The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company, both of which are financially responsible for their own products and services. We do not provide legal or tax advice, so it's always best to consult with a professional in those areas. Our financial strength ratings apply to the individual member insurance companies affiliated with Western & Southern, and we work with third-party content providers to ensure accuracy and reliability. By clicking on external links, you may be subject to the policies of those websites. Trust in Western & Southern Life Insurance Company to support you on your financial journey.
2914 Cleveland Rd UNIT A, Wooster, OH 44691, United States -
Harding Harding & Associates
● ClosedHarding Harding & Associates is a reputable insurance agency located at 12845 Cleveland Avenue Northwest in Uniontown, Ohio. With a strong commitment to providing high-quality insurance solutions, our team of experienced professionals is dedicated to helping clients protect their assets and plan for their financial future. Whether you need coverage for your home, auto, business, or life, we offer a wide range of insurance products tailored to meet your specific needs. Trust Harding Harding & Associates to provide personalized service and expert advice to help you make informed decisions about your insurance coverage. Contact us today to learn more about how we can assist you with all of your insurance needs.
12845 Cleveland Ave NW Suite A, Uniontown, OH 44685, United States -
Mindy Covington - State Farm Insurance Agent
● ClosedMindy Covington - State Farm Insurance Agent is a trusted insurance agency located at 91 Uniontown, Ohio, United States. Our team is dedicated to providing exceptional customer service and helping Ohio residents protect what matters most. We offer a wide range of insurance services including life insurance consultations, home insurance, renters insurance, and more. Our experienced team can assist you with a quick insurance review to ensure your coverage is up to date. Whether you are preparing to move or have already arrived in Ohio, we can help you with your insurance needs. Contact us today to schedule a free virtual meeting to discuss your insurance and financial goals for 2024. Let us help you make this year a great one!
13375 Cleveland Ave NW (Rte, 91, Uniontown, OH 44685, United States -
Stratos Wealth Partners
● ClosedStratos Wealth Partners is a premier financial, health, and insurance agency located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver innovative and comprehensive financial planning services tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.
291 N Cleveland Massillon Rd, Akron, OH 44333, United States -
Christina Estes - State Farm Insurance Agent
● ClosedChristina Estes - State Farm Insurance Agent is a reputable insurance agency located at 379 Lear Road in Avon Lake, Ohio. Conveniently situated at the corner of Lear and Walker, in the Giant Eagle parking lot behind Pizza Hut. Christina Estes is an award-winning agent with years of experience, providing personalized insurance options to meet the unique needs of each customer. She is a proud wife and mother, dedicated to serving the Cleveland area and its suburbs. Whether you need auto, home, life, or pet insurance, Christina and her team are here to help. Contact them today for a personalized price plan tailored just for you. Remember, drinking and driving is dangerous, so stay safe on the water and on the road. Visit the Christina Estes State Farm agency for expert advice on insurance and financial planning.
379 Lear Rd #200, Avon Lake, OH 44012, United States -
Ryan Flynn - State Farm Insurance Agent
● ClosedRyan Flynn - State Farm Insurance Agent is a licensed insurance agency located at 3500 Lorain Avenue in Cleveland, Ohio. Our office is conveniently situated across the street from the Carnegie West Cleveland Public Library on Fulton Road. As a Cleveland native and graduate of the University of Dayton School of Business, Ryan Flynn is dedicated to providing top-notch insurance services to all of Ohio, including Cuyahoga, Lorain, Lake, Summit, and Geauga counties. At Ryan Flynn - State Farm Insurance Agent, we offer a wide range of insurance products, including life insurance, car insurance, renters insurance, condo insurance, business insurance, commercial insurance, home insurance, liability umbrella, and health insurance. Our team of licensed professionals is committed to assisting you with all of your insurance needs.
3500 Lorain Ave Suite 502, Cleveland, OH 44113, United States -
Nationwide Insurance - Adam Bonvenuto
● ClosedNationwide Insurance - Adam Bonvenuto is a finance and insurance agency located at 11726 Cleveland Avenue Northwest in Uniontown, Ohio, United States. They offer a range of insurance products including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency works with Nationwide to provide personalized insurance plans for their clients, ensuring they have the coverage that fits their needs. They offer options such as basic liability protection, collision coverage, and comprehensive protection for vehicles. Home insurance policies are also available to provide peace of mind and financial security for homeowners in Uniontown. Business owners can benefit from Nationwide business insurance solutions tailored to their specific industry and organization size. Bonvenuto Insurance Agency LLC is committed to providing top-notch service and simplifying the insurance experience for their clients. They also offer small business resources to help strengthen businesses. Contact them at (330) 699-9925 for more information on their products and services.
11726 Cleveland Ave NW, Uniontown, OH 44685, United States -
Vaughn & Company
● ClosedVaughn & Company is a premier hair care institution located at 869 North Cleveland Massillon Road in Akron, Ohio. Our team of skilled and experienced stylists are dedicated to providing top-notch services to help you achieve the perfect look for any occasion. From haircuts and styling to color treatments and hair extensions, we offer a wide range of services to cater to your individual needs. Visit us today and experience the difference at Vaughn & Company.
869 N Cleveland Massillon Rd, Akron, OH 44333, United States -
Marcum Wealth
● ClosedMarcum Wealth is a trusted institution located at 6685 Beta Drive in Cleveland, Ohio. As a leading provider of accounting, finance, and insurance services, we are committed to helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for tax planning, investment management, or insurance coverage, Marcum Wealth is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you build and protect your wealth.
6685 Beta Dr, Cleveland, OH 44143, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 412 B Cleveland Road East in Huron, Ohio, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial resources. Whether you need assistance with tax filing, bookkeeping, or financial planning, H&R Block is committed to delivering personalized solutions tailored to your specific needs. Visit their office in Huron today to experience their top-notch services firsthand.
412 B Cleveland Rd E Unit 36, Huron, OH 44839, United States -
Paradigm Wealth Management LLC
● ClosedParadigm 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.
159 Crocker Park Blvd #100, Cleveland, OH 44145, United States -
Intentional Wealth Partners
● ClosedIntentional Wealth Partners is a finance institution located at 7017 Pearl Road in Cleveland, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide expert guidance and support every step of the way. At Intentional Wealth Partners, we prioritize understanding our clients' unique needs and goals to create tailored financial plans that align with their aspirations. Contact us today to learn more about how we can help you build and protect your wealth for the future.
7017 Pearl Rd, Cleveland, OH 44130, United States -
Creative Benefit Strategies
● ClosedCreative Benefit Strategies is a finance institution located at 10155 Broadview Road in Cleveland, Ohio, United States. Specializing in retirement plan consulting, actuarial services, and plan administration, Creative Benefit Strategies has built a strong reputation over the past 25 years. Our team is dedicated to designing custom retirement plans tailored to each client's unique goals and circumstances. We work closely with businesses to implement plans that align with their specific needs, collaborating with Third Party Administrators, CPAs, and financial professionals. Our expertise and commitment to client service have made us a top choice for retirement planning. Join us in creating a secure financial future with a retirement program designed to meet your objectives.
10155 Broadview Rd # 6, Cleveland, OH 44147, United States -
Ondra Michelle Consulting, LLC
● ClosedOndra Michelle Consulting, LLC is a premier accounting and finance institution located at 815 Superior Avenue in Cleveland, Ohio, United States. Our team of expert consultants offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized attention and tailored solutions, we strive to provide our clients with the highest level of expertise and professionalism. Whether you need assistance with tax preparation, financial planning, or investment management, Ondra Michelle Consulting, LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can help you secure your financial future.
815 Superior Ave Suite 1618, Cleveland, OH 44114, United States -
200 Public Square Group - Morgan Stanley
● Open200 Public Square Group - Morgan Stanley is a prestigious finance institution located at 200 Public Square in Cleveland, Ohio, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to individuals, businesses, and organizations. With a strong focus on investment banking, wealth management, and advisory services, 200 Public Square Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, 200 Public Square Group - Morgan Stanley is committed to delivering top-notch financial guidance and support.
200 Public Square Suite 2600, Cleveland, OH 44114, United States -
Retirement (k)oncierge Group, LLC
● ClosedThe Retirement (k)oncierge Group, LLC is a finance institution located at 2814 Detroit Avenue, Cleveland, Ohio, United States. With over 120 years of collective experience in the retirement plan industry, RKG offers exceptional service and proactive solutions to its clients. As a 100% employee-owned company, RKG prioritizes putting clients' interests first. The institution is guided by principles of customer centricity, proactive solutions, and fair value. They offer retirement plan administration services at a reasonable fee and work closely with clients and their retirement adviser professionals to achieve superior results. RKG also provides yearly reviews to enhance plan design, operations, and employee education.
2814 Detroit Ave, Cleveland, OH 44113, United States -
Advance Capital Management, Inc.
● ClosedAdvance Capital Management, Inc. is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a team of experienced professionals, they offer a range of financial services including investment management, financial planning, and retirement planning. Their personalized approach to wealth management ensures that clients receive tailored solutions to meet their individual financial goals. Trust Advance Capital Management, Inc. to help you secure your financial future.
5005 Rockside Rd #860, Independence, OH 44131, United States -
Park Edge Advisors
● ClosedPark Edge Advisors is a leading finance institution located at 2360 West 11th Street in Cleveland, Ohio, United States. As a trusted financial advisor, we offer a wide range of services to help our clients achieve their financial goals. Our team of experienced professionals provide personalized advice and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to invest, plan for retirement, or manage your wealth, Park Edge Advisors is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in securing your financial future.
2360 W 11th St, Cleveland, OH 44113, United States -
Marcum LLP
● ClosedMarcum LLP is a leading accounting and finance institution located at 600 Superior Avenue in Cleveland, Ohio, United States. With a team of experienced professionals, Marcum LLP provides a wide range of services including auditing, tax planning, financial consulting, and more. Clients can trust Marcum LLP for accurate and reliable financial solutions tailored to their specific needs.
600 Superior Ave Suite 800, Cleveland, OH 44114, United States -
Crowe LLP
● ClosedCrowe LLP is a leading accounting and financial services firm located at 600 Superior Avenue in Cleveland, Ohio, United States. With a strong reputation for providing top-notch financial advice and expertise, Crowe LLP is dedicated to helping clients navigate the complexities of the financial world. Their team of skilled professionals offers a wide range of services, including auditing, tax planning, and financial consulting. Trust Crowe LLP to provide sound financial solutions tailored to meet your individual needs.
600 Superior Ave Suite 902, Cleveland, OH 44114, United States -
Maloney Novotny LLC
● ClosedMaloney Novotny LLC is a reputable accounting and finance institution located at 1111 Superior Avenue in Cleveland, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, auditing, consulting, and more. Clients can trust Maloney Novotny LLC for accurate and reliable financial solutions tailored to their specific needs.
1111 Superior Ave # 700, Cleveland, OH 44114, United States -
Green Bar Consulting
● OpenGreen Bar Consulting is a finance institution located at 2000 Auburn Drive in Cleveland, Ohio, United States. With a team of experienced financial experts, Green Bar Consulting offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment advice to financial planning, Green Bar Consulting is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust Green Bar Consulting to help you navigate the complex world of finance with confidence and ease.
2000 Auburn Dr STE 300, Cleveland, OH 44122, United States -
Organizational Consulting Group
● ClosedOrganizational Consulting Group is a boutique executive compensation and retained search consulting firm located at 3303 Linden Road, Cleveland, Ohio, United States. Our team of experienced professionals pride themselves on their creativity and critical thinking skills, allowing us to tackle issues beyond the scope of traditional compensation consulting firms. With a focus on executive search, executive compensation, board compensation, salary administration plans, and IRS Intermediate Sanctions, we offer a unique blend of services tailored to meet the exact needs of our clients. Our executive search consultancy is known for making exceptional placements, introducing essential management talent into key leadership roles.
3303 Linden Rd suite 632, Cleveland, OH 44116, United States -
Santagata Fini LLC
● OpenSantagata Fini LLC is a reputable finance institution located at 6690 Beta Drive in Cleveland, Ohio, United States. With a focus on providing top-notch financial services to individuals and businesses, Santagata Fini LLC is known for its expertise in investment management, financial planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Santagata Fini LLC is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you navigate the complexities of the financial world.
6690 Beta Dr # 300, Cleveland, OH 44143, United States -
Krupa & Co.
● OpenKrupa & Co. is a reputable accounting and finance institution located at 1422 Euclid Avenue in Cleveland, Ohio, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise in accounting and finance allows us to provide tailored solutions to meet our clients' needs. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Krupa & Co. is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.
1422 Euclid Ave # 1104, Cleveland, OH 44115, United States -
Michael Dolezal & CO, CPAs & Business Advisors
● ClosedMichael Dolezal & CO, CPAs & Business Advisors is a well-established institution located at 5000 Euclid Avenue in Cleveland, Ohio. Specializing in accounting, finance, and real estate services, our team of skilled professionals offers a comprehensive range of services to meet the needs of individuals and businesses alike. With a focus on providing personalized and tailored solutions, we strive to help our clients achieve their financial goals and maximize their potential for success. Whether you are looking for tax planning, financial consulting, or assistance with real estate transactions, Michael Dolezal & CO is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
5000 Euclid Ave #404, Cleveland, OH 44103, United States -
Owning Opportunity Consulting
● ClosedOwning Opportunity Consulting, located at 3100 East 45th Street, Cleveland, Ohio, United States, is a transformative institution dedicated to helping individuals achieve financial freedom and stability. With tailored business solutions and comprehensive educational resources, our services empower businesses to thrive and individuals to improve their financial health. From strategic planning to credit consultation, our team of experts offers personalized advice and practical solutions to optimize organizational structures, improve credit scores, and enhance overall financial well-being. Led by CEO Chanitta Westbrooks, our certified professionals ensure industry-standard advice and results that exceed expectations. Whether you're a startup or an established business, our team is here to help you on your journey towards a better life. Contact us today to start your path towards a brighter financial future with innovative solutions and dedicated support.
3100 E 45th St, Cleveland, OH 44127, United States -
Cohen & Company
● ClosedCohen & Company, located at 1350 Euclid Avenue in Cleveland, Ohio, is a leading institution in the fields of accounting and finance. We provide tailored solutions for a range of clients, including private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. Our team of professionals has industry experience and expertise, ensuring that we speak your language and bring valuable insights to the table. At Cohen & Company, we offer a wide range of services, including assurance, tax, and advisory services. Our dedicated litigation support team provides unbiased expertise in analyzing financial matters. We also provide thought leadership, events, and news to help you stay up to date on business-critical topics.
1350 Euclid Ave # 800, Cleveland, OH 44115, United States
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