Tax advisor for small business in Miamisburg, Ohio
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Cassondra L Salazar - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCassondra L Salazar is a Financial Advisor at Ameriprise Financial Services, LLC located at 2835 Miami Village Drive in Miamisburg, Ohio, United States. Cassondra holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cassondra specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and tax planning. Cassondra is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills to best serve her clients.
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342, United States -
Jeff Reis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeff Reis - Financial Advisor at Ameriprise Financial Services, LLC, located at 10100 Innovation Drive in Miamisburg, Ohio, United States, offers a wide range of financial services. Jeff Reis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Jeff Reis is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, insurance products, or retirement income strategies, Jeff Reis is here to help you make informed financial decisions. Contact Jeff Reis today for comprehensive financial planning services tailored to your unique needs.
10100 Innovation Drive Ste 350, Miamisburg, OH 45342, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1514 Miamisburg Centerville Road in Dayton, Ohio. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your personal finances or a business owner in need of expert advice, H&R Block is dedicated to providing top-notch service and helping you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.
1514 Miamisburg Centerville Rd, Dayton, OH 45459, United States
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