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TOP 30 Tailored financial plans in Plain City, OH
4 results found
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Principal Financial Group
Principal Financial Group, located at 203 North Chillicothe Street in Plain City, Ohio, is a finance institution that offers a range of services to help individuals protect and grow their wealth. From insurance products to retirement planning and investment options, Principal Financial Group is dedicated to helping clients achieve their financial goals. As the presenting sponsor of prestigious sports awards like the John R. Wooden Award and Legends of Coaching Award, Principal Financial Group celebrates expertise, excellence, and equality in sports. The institution also offers resources and tools to help individuals navigate their financial journey, whether it's saving for retirement, protecting their income, or planning for the future.
JR Hassen Wealth Management
JR Hassen Wealth Management, located at 1353 Market Avenue North in Canton, Ohio, has been assisting businesses, families, and individuals with their growth and retirement income plans since 2012. Joe Hassen, a United States Marine Corps Veteran and graduate of the University of Nevada Las Vegas, takes a personalized approach to financial planning, getting to know each client and their family to create a tailored retirement accumulation or distribution plan. In addition to managing investments such as 401k/IRA assets, the institution also provides advice on Social Security filing strategies, pension filing strategies, and protection strategies. Joe is actively involved in the community, serving on boards for North Canton Little League and North Canton Youth Football, as well as being a member of the Rotary Club of Plain Township.
Zapitelli Robert A CPA
Zapitelli Robert A CPA is a reputable accounting and finance institution located at 7865 Plains Road in Mentor-on-the-Lake, Ohio, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch services tailored to meet your specific needs. Trust Zapitelli Robert A CPA for all your accounting and financial needs.
New York Life
New York Life in Boardman, OH, is dedicated to providing comprehensive financial and insurance solutions tailored to meet your unique needs. With a strong commitment to customer service and community engagement, we offer a range of products and services designed to help you secure your financial future.Our Offerings:1. Permanent Policies: - Guaranteed death benefit and cash value growth over time. - Customizable long-term coverage to fit your needs and budget.
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