Tailored tax strategy for companies in Ohio
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Blake Hershey & Bednar
● ClosedBlake Hershey & Bednar is a renowned institution located at 4110 Sunset Boulevard in Steubenville, Ohio, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch professional assistance to individuals and businesses alike. With a wealth of experience and knowledge in our respective fields, we are committed to helping our clients navigate complex financial and legal matters with ease and confidence. Trust Blake Hershey & Bednar to provide you with the expert guidance and support you need to achieve your goals and secure your financial future.
4110 Sunset Blvd, Steubenville, OH 43952, United States -
Delawder Heald & Co
● OpenDelawder Heald & Co is a prestigious law firm located at 411 Center Street in Ironton, Ohio, United States. With a team of experienced and dedicated lawyers, they provide top-notch legal services to their clients. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, Delawder Heald & Co is known for their professionalism, integrity, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute or in need of legal advice, you can trust Delawder Heald & Co to provide expert guidance and representation.
411 Center St, Ironton, OH 45638, United States -
Morris Financial Group Inc
● ClosedMorris Financial Group Inc is a reputable insurance agency located at 272 Penn Avenue in Salem, Ohio, United States. With a team of experienced professionals, we offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to providing personalized solutions to protect what matters most to you. Contact us today to learn more about how we can help you secure your financial future.
272 Penn Ave, Salem, OH 44460, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 315 Washington Street in Oak Hill, Ohio, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our experienced financial advisors will work with you to create a personalized plan that addresses your current and future priorities, including insurance options for financial flexibility and income protection. As a Top 10 Independent Investment Broker-Dealer and ranked as the Best Life Insurance Company for Customer Experience by NerdWallet, Northwestern Mutual offers a wide range of financial options tailored to your specific goals. With top financial strength ratings from all major rating agencies, you can trust us to provide sound financial advice and solutions.
315 Washington St # 119, Oak Hill, OH 45656, United States -
Northwestern Mutual - Findlay
● ClosedNorthwestern Mutual - Findlay is a finance and insurance agency located at 630 South Main Street in Findlay, Ohio. As part of the esteemed Northwestern Mutual network, this institution offers a wide range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Northwestern Mutual - Findlay is dedicated to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual - Findlay is committed to helping you secure a more financially stable future.
630 S Main St, Findlay, OH 45840, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 1662 West Breese Road in Lima, Ohio, United States. With a strong focus on providing personalized financial planning and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their future. The institution boasts a team of knowledgeable and experienced financial advisors who are dedicated to providing top-notch service and guidance to clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is a trusted institution that can help you navigate the complexities of the financial world.
1662 W Breese Rd # H, Lima, OH 45806, United States -
Freeman Groves Insurance And Financial Services Inc
● ClosedFreeman Groves Insurance And Financial Services Inc is a reputable health insurance agency located at 2840 South Co Road 25A in Troy, Ohio, United States. With a commitment to providing top-notch insurance and financial services, the institution is dedicated to helping individuals and families secure the coverage they need for their healthcare needs. With a team of experienced professionals, Freeman Groves Insurance And Financial Services Inc is a trusted partner in navigating the complex world of health insurance and financial planning.
2840 S Co Rd 25A, Troy, OH 45373, United States -
Ameritas Life Insurance Corp.
● ClosedAmeritas Life Insurance Corp., located at 1876 Waycross Road in Cincinnati, Ohio, is a reputable finance and insurance agency dedicated to helping individuals and businesses achieve their long-term financial goals. With a focus on providing comprehensive insurance coverage, investment products, and dental, vision, and hearing care plans, Ameritas aims to ensure that you and your loved ones are prepared for whatever life may bring. By working closely with qualified professionals, clients can develop personalized financial strategies tailored to their unique needs and aspirations. Whether you are looking to protect your family with life insurance or enhance your business with employee benefits, Ameritas offers a range of products and services to support you on your financial journey.
1876 Waycross Rd, Cincinnati, OH 45240, United States -
Hughes Financial Services
● ClosedHughes Financial Services is a reputable insurance agency located at 310 East 2nd Street in Defiance, Ohio, United States. With a strong commitment to providing top-notch insurance solutions, Hughes Financial Services offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Hughes Financial Services is dedicated to helping you find the right coverage at the best possible rates. Visit their office today and let them assist you in protecting what matters most to you.
310 E 2nd St, Defiance, OH 43512, United States -
Faith Investment Services LLC.
● ClosedFaith Investment Services LLC. is a finance institution located at 117 East Elm Street in Bluffton, Ohio, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their investment goals through personalized strategies and tailored solutions. With a focus on integrity, transparency, and trust, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial market. Whether you are planning for retirement, saving for the future, or seeking to grow your wealth, Faith Investment Services LLC. is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
117 E Elm St, Bluffton, OH 45817, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 234 East 4th Street, Minster, Ohio, United States, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our advisors provide personalized plans that balance your current and future priorities, offering a wide range of financial options tailored to your specific needs. With top ratings for financial strength and customer experience, we are committed to helping you plan for today and tomorrow. Connect with an advisor today to start working towards the life you've always wanted.
234 E 4th St, Minster, OH 45865, United States -
Vivian C Cosio, Financial Professional - New York Life
● OpenVivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.
11855 Tennyson Dr, Cincinnati, OH 45241, United States -
Chris Erdelac - Prudential Financial
● OpenChris Erdelac - Prudential Financial is a reputable finance and insurance agency located at 16363 Pearl Road in Strongsville, Ohio, United States. With a focus on providing top-notch financial services and insurance solutions, our dedicated team is committed to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to guide you every step of the way. Trust Chris Erdelac - Prudential Financial to provide you with personalized and professional service to secure your financial future.
16363 Pearl Rd Suite 305, Strongsville, OH 44136, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 4726 Hills and Dales Road Northwest in Canton, Ohio, United States. With a strong reputation for providing comprehensive financial planning services and top-notch insurance products, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to providing you with the expertise and support you need to make sound financial decisions.
4726 Hills and Dales Rd NW #201, Canton, OH 44708, United States -
Russ Karban
● ClosedRuss Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Mark A. Gons, CPA
● ClosedMark A. Gons, CPA is a reputable accounting and finance institution located at 1995 Tiffin Avenue in Findlay, Ohio, United States. With a focus on providing high quality professional services, the team at Mark A. Gons, CPA offers a wide range of fiduciary services to assist individuals in their Golden Years and achieve their wealth transfer objectives. They specialize in designing, implementing, and monitoring financial, retirement, and estate plans tailored to meet individual and family objectives. Tax planning is a crucial aspect of financial management, and the team at Mark A. Gons, CPA can develop customized tax plan strategies to help clients take advantage of current tax laws. They also offer tax return preparation services for individuals, estates, trusts, corporations, partnerships, LLCs, and other passthrough entities.
1995 Tiffin Ave, Findlay, OH 45840, United States -
St Bonore Financial Services
● OpenSt. Bonore Financial Services is a family-owned finance institution located at 152 West Water Street in Oak Harbor, Ohio, United States. Specializing in comprehensive financial planning, they are dedicated to helping individuals and families secure their financial future and leave a legacy of love and security. As CERTIFIED FINANCIAL PLANNERS™, they offer services such as life insurance, retirement planning, and voluntary benefits programs for businesses. The father-daughter team at St. Bonore Financial Services is committed to building lifelong relationships with their clients, ensuring that their financial goals align with their values and priorities. With a focus on integrity and commitment, they strive to provide personalized and trustworthy service to the community of Oak Harbor and beyond. George A. St. Bonore and Erin R. Flower are licensed agents with New York Life Insurance Company and NYLIFE Securities LLC, offering a range of insurance and investment products to meet the unique needs of their clients. Contact St. Bonore Financial Services today to start planning for a brighter financial future.
152 W Water St, Oak Harbor, OH 43449, United States -
Geauga Financial Advisors
● OpenGeauga Financial Advisors is a finance institution located at 14606 West Park Street in Burton, Ohio, United States. Our team of professionals, including Wealth Coach Stuart, Operations Manager Annemarie, and receptionist Carly, are dedicated to providing custom financial advice to help you achieve your goals. We strive to help you feel more confident, connected, and in control of your financial life, both today and tomorrow. Securities and Investment Advisory Services are offered through Cutter & Company, Inc., and securities-execution and brokerage-clearance services are offered through First Clearing, a trade name used by Wells Fargo Clearing Services, LLC. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. Visit us today to start your journey to financial success.
14606 W Park St, Burton, OH 44021, United States -
Planning Systems
● ClosedPlanning Systems is a reputable institution located at 10 West Center Street in Farmersville, Ohio, United States. Specializing in accounting and finance, Planning Systems offers a range of services to help individuals and businesses effectively manage their financial planning and reporting. With a team of experienced professionals, clients can trust Planning Systems to provide expert advice and guidance to help them achieve their financial goals. Whether you need assistance with tax preparation, budgeting, or investment planning, Planning Systems is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to learn more about how they can help you secure a strong financial future.
10 W Center St, Farmersville, OH 45325, United States -
Baller Financial Group
● OpenBaller Financial Group is a finance institution located at 40 North Main Street in Dayton, Ohio, United States. Our services are tailored for residents of select states in the U.S., including (AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA). We offer investment products and services through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that social media activity on our platforms may not necessarily reflect the views of our firm. For more information, visit our website at wellsfargoadvisors.com/social. Kindly be aware that by clicking on external links, you will be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies. We recommend reviewing these policies before proceeding.
Stratacache Tower, 40 N Main St #2510, Dayton, OH 45423, United States -
Libertas Wealth Management Group
● Closedveniently located at 5003 Horizons Drive in Columbus, Ohio, Libertas Wealth Management Group is easily accessible for clients in the area. With a focus on fiduciary-driven advice, transparency, and personalized service, our team of expert financial advisors is dedicated to helping you achieve your financial goals and secure a strong financial future. Whether you are an individual, couple, business owner, or CEO, our comprehensive financial planning services cover everything from retirement planning and tax strategies to business transition and estate planning. Our 12-step Transition Development plan ensures that your company sells for a premium while mitigating tax burdens, and our "My Promise Kit" program helps you organize vital documents for your family's financial security.
5003 Horizons Dr STE 200, Columbus, OH 43220, United States -
CPN Legal
● ClosedCPN Legal, located at 9624 Cincinnati Columbus Road in Cincinnati, Ohio, is a trusted advisor to attorneys and law firms for over a decade. Specializing in accounting and finance, CPN Legal offers value-added advisory services to help clients focus on the success of their business. With a team of 20 professionals, CPN Legal provides accounting, bookkeeping, and KPI analysis services to over 300 clients nationwide. The institution offers a full menu of law firm accounting and bookkeeping services, tailored to the specific needs of solo practitioners, boutique firms, and large partnerships. CPN Legal is experienced in implementing QuickBooks Online and integrating it with Clio practice management system, providing comprehensive training on legal compliance and trust accounting.
9624 Cincinnati Columbus Rd Suite 312, Cincinnati, OH 45241, United States -
Couch Investment Management, LLC
● ClosedCouch Investment Management, LLC, located at 943 Main Street in Grafton, Ohio, is a finance institution that actively manages client accounts, including IRAs, under a fiduciary standard. With a goal of maximizing returns and minimizing risk, Financial Advisor Craig Couch, with over 15 years of experience, helps clients plan for retirement to ensure they are financially prepared for this major life event. The Couch Money Blog offers valuable information in an easy-to-understand format, covering topics related to investments and IRAs to help clients avoid costly mistakes. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., with advisory services available through Cambridge Investment Research Advisors, Inc. Couch Investment Management and Cambridge are not affiliated, but provide investment products and services to residents of Ohio, Florida, and Virginia. Insurance products are also available in Ohio, Florida, South Carolina, and Virginia. For more information, visit https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/.
943 Main St, Grafton, OH 44044, United States -
B.A. Schrock Financial Group
● ClosedB.A. Schrock Financial Group, located at 131 College Street in Wadsworth, Ohio, is a finance and insurance agency dedicated to empowering your financial future, one step at a time. By scheduling a 15-minute call with us, you can unlock your retirement future and discuss your options on how to make it happen. Our unique UNLOCK Process™ leads you through crucial retirement choices, enabling you to approach retirement with assurance. Our experienced team will help you understand what you want in your retirement, nail down how to get there, organize your strategies into a plan, collaborate on adjustments, and keep the plan going with ongoing adjustments. We offer complimentary financial reviews to explore personalized strategies to unlock a prosperous future.
131 College St, Wadsworth, OH 44281, United States -
JR Hassen Wealth Management
● ClosedJR 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.
1353 Market Ave N, Canton, OH 44714, United States -
Western Reserve Capital Management
● ClosedWestern Reserve Capital Management is a fee-only fiduciary registered investment advisory firm located at 102 First Street, Hudson, Ohio, United States. Our goal is to provide you with the answers to your financial questions so that you can make informed decisions about your retirement. We understand the concept of loss aversion and the impact it can have on your investments. With a retirement that could last 30 years, it is crucial to consider the effect of negative investment returns early on in preserving your nest egg. At Western Reserve Capital Management, we offer advisory services in Ohio and other jurisdictions where exempt. We do not provide tax, accounting, or legal advice, nor do we endorse any specific company, security, or fund. Past performance is not indicative of future results, and investment in securities carries significant risk.
102 First St #208, Hudson, OH 44236, United States -
Ruggaard & Associates LLC
● ClosedRuggaard & Associates LLC is a reputable finance institution located at 2196 East Enterprise Parkway in Twinsburg, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement solutions. Their commitment to excellence and personalized approach sets them apart in the industry, ensuring that clients receive tailored solutions to meet their specific financial goals. Contact Ruggaard & Associates LLC today to learn more about how they can help you secure your financial future.
2196 E Enterprise Pkwy, Twinsburg, OH 44087, United States -
Pino Holly Wealth Management
● OpenPino Holly Wealth Management, located at 4159 North Holland Sylvania Road in Toledo, Ohio, is a finance institution that offers a world-class wealth management and financial planning platform. Backed by parent company B. Riley Wealth, clients can access a full suite of services including brokerage, investment management, insurance, and tax preparation. Our financial professionals provide consultative investment advice tailored to each client's financial goals, with access to extensive capital market products and services, including award-winning equity research through B. Riley Securities. Whether you are an individual, family, business, or non-profit organization, our team has the expertise, experience, and resources to help you achieve your financial goals.
4159 N Holland Sylvania Rd #204, Toledo, OH 43623, United States -
The Lyon Group
● OpenThe Lyon Group is a finance institution located at 4357 Ferguson Drive, Cincinnati, Ohio, United States. They are dedicated to serving professional advisors and helping individuals clarify their financial goals, stay on track, and make a plan. With over 70 years of experience, they have been helping professionals, families, and businesses navigate financial complexity. The institution focuses on integrating all components of a client's financial life into one clear picture, ensuring loved ones are secure with insurance and estate planning strategies, and developing investment plans tailored to individual goals and values. They emphasize that true wealth is more than just money and strive to understand each client's core values.
4357 Ferguson Dr, Cincinnati, OH 45245, United States -
Merrill Lynch Financial Advisor Drew Grombala
● ClosedMerrill Lynch Financial Advisor Drew Grombala, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, specializes in helping corporate executives and business owners achieve meaningful outcomes through funded contentment. The team at Merrill Lynch understands that wealth holds a unique meaning for each client, and they are dedicated to defining and developing a results-based roadmap tailored to individual missions. Offering fiduciary services through Merrill’s Investment Advisory Program, the team adds value by assisting with executive compensation, multi-generational wealth planning, and more. The Cottrell Group, part of Merrill Lynch, focuses on serving executives and senior leadership of publicly-traded and private companies across the Midwest, particularly in the Tri-State area. Specializing in executive compensation, estate planning, and wealth management, the team integrates with other professionals such as attorneys and accountants to provide comprehensive financial strategies. With a streamlined process that includes an action plan and retirement readiness test, the team aims to help clients achieve their financial goals.
5905 E Galbraith Rd, Cincinnati, OH 45236, United States
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List of local businesses, places and services in Ohio
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