Tax advisor near me in Cincinnati, Ohio
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Merrill Lynch Financial Advisor J Brian DeGroft
● ClosedMerrill Lynch Financial Advisor J Brian DeGroft, located at 5905 East Galbraith Road, Cincinnati, Ohio, United States, is a finance institution led by Senior Vice President & Wealth Management Advisor, J. Brian DeGroft, CIMA®, CPFA, with 30 years of experience. Brian and his team, The Renie DeGroft Arthur Hall Group, offer customized wealth management advice and fiduciary services to high net worth individuals and institutional clients. Brian's expertise includes Investment Management, Retirement Income Planning, Wealth Structuring, Philanthropic Solutions, and more. His team of specialists at Merrill, Bank of America, and Bank of America Private Bank provide clients with personalized financial solutions. Brian believes in building strong client relationships based on trust and personalized service, focusing on the client's goals and priorities. Through conversations and the Investment Personality Assessment, Brian helps clients develop personalized financial approaches to pursue their long-term goals. With access to the resources of Merrill and Bank of America, Brian works with clients to manage, grow, and preserve their wealth while considering their evolving needs and life changes. The mission of Merrill Lynch Financial Advisor J Brian DeGroft is to understand each client's unique circumstances and help them achieve their financial goals through tailored solutions and ongoing support.
5905 E Galbraith Rd, Cincinnati, OH 45236, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 4787 Red Bank Expressway in Cincinnati, Ohio, United States is a finance institution that is ready to help you get your biggest refund. Although their tax advance loans have ended for this year, their Tax Pros are prepared to assist you with your tax preparation needs. Their services are perfect for busy individuals, as you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with the opportunity to access money before your refund arrives.
4787 Red Bank Expy, Cincinnati, OH 45227, United States -
Toro Taxes
● ClosedToro Taxes, located at 2444 Harrison Avenue in Cincinnati, Ohio, is a trusted institution specializing in accounting and finance services. With over a decade of experience, we are proud to be minority owned and operated, dedicated to serving our local communities. Our professional team is committed to providing fast and accurate tax services, including tax preparation and filing to ensure you receive the maximum refund. Our experienced and personable tax advisors are here to answer any questions and provide a clear understanding of our services. With over 100 locations nationwide, Toro Taxes offers convenient access to customers, making the tax process simple and easy. Contact us at (513)-401-9959 to learn more.
2444 Harrison Ave, Cincinnati, OH 45211, United States -
Vari Tax Service
● ClosedVari Tax Service is a trusted accounting and finance institution located at 9745 Mangham Drive in Cincinnati, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Vari Tax Service is here to help. Contact us today to schedule a consultation and take control of your financial future.
9745 Mangham Dr, Cincinnati, OH 45215, United States -
TAX PROFESSIONALS TOTAL SECURITY
● ClosedTax Professionals Total Security is a trusted institution located at 644 Linn Street in Cincinnati, Ohio. Specializing in accounting and finance services, we provide total security for all your tax-related needs. Our team of experienced professionals is dedicated to ensuring the highest level of accuracy and confidentiality in handling your financial information. Whether you are an individual or a business, you can rely on Tax Professionals Total Security for expert guidance and peace of mind when it comes to managing your taxes. Trust us to safeguard your financial interests and help you navigate the complexities of the tax system with ease.
644 Linn St, Cincinnati, OH 45203, United States -
ABC TAX
● ClosedABC Tax is a reputable accounting and finance institution located at 3215 Linwood Avenue in Cincinnati, Ohio, United States. Our dedicated team is committed to providing top-notch service and ensuring customer satisfaction. We strive to meet and exceed your expectations in all aspects of taxation representation. Trust ABC Tax to handle your financial needs with professionalism and expertise.
3215 Linwood Ave, Cincinnati, OH 45226, United States -
Toro Taxes 11510 Springfield Pike
● ClosedToro Taxes 11510 Springfield Pike in Cincinnati, Ohio, is a reputable institution specializing in accounting and finance services. With over a decade of experience, Toro Taxes is minority owned and operated, dedicated to providing reliable and efficient tax services to the local community. Our professional tax advisors are committed to ensuring fast and accurate tax preparation and filing, helping clients maximize their refunds. With over 100 locations nationwide, Toro Taxes offers convenient access to customers seeking assistance with their taxes. Our experienced and personable tax advisors are available to answer any questions and provide a clear understanding of the services offered. We believe that doing your taxes should be simple and easy, and with Toro Taxes, it is! Contact us at (513)-718-4455 to schedule an appointment.
11510 Springfield Pike, Cincinnati, OH 45246, United States -
Alpha Tax Services LLC
● ClosedAlpha Tax Services LLC is a reputable accounting and finance institution located at 1080 Nimitzview Drive in Cincinnati, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Alpha Tax Services LLC is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust them to handle all your accounting needs with precision and efficiency.
1080 Nimitzview Dr # 101, Cincinnati, OH 45230, United States -
USA Tax Centers
● ClosedUSA Tax Centers is a reputable accounting and finance institution located at 1335 Main Street in Cincinnati, Ohio. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust USA Tax Centers to handle all of your financial needs with precision and expertise.
1335 Main St, Cincinnati, OH 45202-7689, United States -
Bear Tax Services
● ClosedBear Tax Services is a reputable accounting and finance institution located at 4030 Mount Carmel Tobasco Road in Cincinnati, Ohio. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Bear Tax Services to help you navigate the complex world of taxes and finances with ease and confidence.
4030 Mt Carmel Tobasco Rd #103, Cincinnati, OH 45255, United States -
Doug Manzler, Keller Williams Advisors Realty
● OpenWelcome to Doug Manzler, Keller Williams Advisors Realty, your premier real estate agency located at 3505 Columbia Parkway, Cincinnati, Ohio 45226. Specializing in historical homes and outstanding properties, we pride ourselves on offering unforgettable experiences in the real estate market. Our focus is on tight-knit communities where you can find your dream home. Discover luxurious one-floor living in our exclusive listings, featuring properties that are completely updated with the finest finishes. Nestled in lush, one-acre settings, our homes offer gracious and open floor plans with hardwood floors, vaulted ceilings, and deep moldings. Experience the comfort of a coveted first-floor master suite, designed as a spa-like retreat for ultimate relaxation.
3505 Columbia Parkway, Cincinnati, Ohio 45226, United States -
Bank of America Private Client Advisor Jennifer Sherwood
● OpenWelcome to Bank of America Private Client Advisor Jennifer Sherwood's office, located at 312 Walnut Street, Cincinnati, Ohio. As a Senior Vice President and Institutional Client Advisor with Bank of America Private Bank, Jennifer Sherwood brings over two decades of private banking experience to her role. She is dedicated to delivering personalized financial guidance to individuals, families, nonprofit organizations, and endowments, helping them achieve their personal and professional missions. Jennifer specializes in working with business owners, entrepreneurs, senior executives, and their families, offering expert advice on investing, trust and estate planning, lending, wealth structuring, and business succession. Her empathetic and discreet approach makes her a trusted confidante, especially during significant life transitions like the passing of a loved one or divorce.
312 Walnut Street, Cincinnati, Ohio 45202, United States -
Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Brian Bushman - Financial Advisor, Ameriprise Financial Services, LLC At Brian Bushman - Financial Advisor, located at 9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, we are dedicated to providing tailored financial solutions to help you achieve your financial goals. Our comprehensive services are designed to address the unique needs of each client, whether you're planning for retirement, managing investments, or navigating complex financial situations.
9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, United States -
Garry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGarry Rutledge - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Garry Rutledge - Financial Advisor, located in the heart of Cincinnati at 9636 Cincinnati Columbus Road, Ohio. As a dedicated professional in the finance sector, Garry Rutledge offers comprehensive financial advisory services tailored to meet the unique needs of each client. With an emphasis on personalized service and expert guidance, Garry is committed to helping individuals and businesses achieve their financial goals through strategic planning and informed decision-making.
9636 Cincinnati Columbus Road, Cincinnati, Ohio 45241, United States -
Commas
● ClosedCommas is a reputable finance institution located at 1355 Walnut Street in Cincinnati, Ohio, United States. With a strong focus on providing tailored financial solutions to meet the needs of individuals and businesses, Commas offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us at Commas to learn more about how we can assist you in managing your finances effectively.
1355 Walnut St, Cincinnati, OH 45202, United States -
Western & Southern Financial Group
● ClosedWestern & Southern Financial Group, located at 400 Broadway in Cincinnati, Ohio, is a finance institution dedicated to providing financial stability through life insurance, retirement, and investments. Since 1888, Western & Southern has been committed to helping people in times of need, whether it be protecting families with affordable life insurance, providing financial relief during the Great Depression, or offering salary supplements to service members during World War II. With a focus on long-term planning, sensible decision making, and compassion for the communities they serve, Western & Southern Financial Group strives to deliver financial strength and stability for families when they need it most. Their promise is to help clients live life to the fullest while ensuring their financial security. Contact Western & Southern today for a complimentary financial review to prioritize your goals and achieve greater peace of mind.
400 Broadway, Cincinnati, OH 45202, United States -
W&S
● OpenW&S Financial Group, located at 410 East 4th Street in Cincinnati, Ohio, is a finance institution that draws on expertise and experience to help deliver financial solutions. As a part of the Western & Southern Financial Group, one of the strongest life insurance groups in the world, W&S Financial Group Distributors offers stability and a formidable foundation for its clients. With a history of over 130 years, the company has demonstrated resilience in fulfilling its commitment to its customers. Western & Southern Life Insurance Company operates in DC and all states except AK, ME, MA, and NY, while Western-Southern Life Assurance Company operates in DC and all states except NY. The company offers a range of products and services, including annuities and retirement planning solutions. With highly rated by independent rating agencies and a strong capital to asset ratio, W&S Financial Group is well-equipped to support its clients' financial needs.
410 E 4th St, Cincinnati, OH 45202, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 9360 Montgomery Road in Cincinnati, Ohio, United States. Specializing in finance, our team of experts is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. With a focus on wealth management, retirement planning, and investment advisory services, Wealth Enhancement Group is committed to providing top-notch financial solutions to our clients. Contact us today to see how we can help you secure your financial future.
9360 Montgomery Rd, Cincinnati, OH 45242, United States -
Allworth Financial
● ClosedAllworth Financial is a trusted financial institution located at 9987 Carver Road in Blue Ash, Ohio. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their money and plan for the future. With a team of experienced professionals, Allworth Financial is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Allworth Financial is here to help you every step of the way.
9987 Carver Rd # 100, Blue Ash, OH 45242, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 9050 Centre Pointe Drive in Ohio, United States, is a trusted insurance agency ready to help you plan for your financial future. With a variety of products to choose from, we can provide personalized guidance and solutions tailored to your specific needs. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. Our commitment to you includes the highest quality products and services, as well as comprehensive rewards and training opportunities for personal success. Contact us at our Insurance Office in Cincinnati North, OH to learn more about how we can assist with your family's life insurance and financial needs. Remember to consult with a legal or tax advisor for specific advice, and trust Western & Southern Life for financial strength and security.
9050 Centre Pointe Dr #180, West Chester Township, OH 45069, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 3860 Race Road in Cincinnati, Ohio, is a trusted insurance agency offering a range of products to help you plan for your financial future. Whether you're looking for life insurance, retirement planning, or investment options, our experienced team can provide personalized guidance tailored to your specific needs. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to high-quality products and services, Western & Southern Life is dedicated to helping you achieve your financial goals.
3860 Race Rd STE 105, Cincinnati, OH 45211, United States -
Altenau Financial Services
● OpenAltenau Financial Services is a finance and insurance agency located at 5636 Bridgetown Road in Cincinnati, Ohio, United States. As a registered representative of Hornor, Townsend & Kent, LLC (HTK), they offer securities and investment advisory services to their clients. HTK is a Registered Investment Adviser and Member of FINRA/SIPC, located in Horsham, PA. Altenau Financial Services is unaffiliated with HTK, but works closely with them to provide quality financial services to their clients. It is important to note that HTK does not provide legal or tax advice, so it is recommended to consult with a qualified tax advisor or legal professional for personalized advice. For more information, visit www.htk.com or contact 800-873-7637.
5636 Bridgetown Rd # H, Cincinnati, OH 45248, United States -
Noah Stelzer - State Farm Insurance Agent
● ClosedNoah Stelzer - State Farm Insurance Agent is a health and insurance agency located at 6923 Miami Avenue, Cincinnati, Ohio, United States. They offer a money market savings account with checking benefits and higher interest rates. The institution provides tips for safe rural road driving, preventing furniture tip-over accidents, and protecting young children. Becky, who has been with State Farm for over 20 years, is licensed to provide insight on Auto & Home Insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from banking and insurance products. Tax and legal advice should be consulted with a professional advisor. Contact (513) 272-6000 for assistance with the website.
6923 Miami Ave, Cincinnati, OH 45243, United States -
Mark Miklautsch - State Farm Insurance Agent
● ClosedMark Miklautsch - State Farm Insurance Agent is an insurance agency located at 5636 Springdale Road, Cincinnati, Ohio, United States. The agency offers a range of insurance products to protect you and your family from various risks, including carbon monoxide poisoning and lightning damage. The team at Mark Miklautsch - State Farm Insurance Agent is dedicated to providing excellent customer service and helping you find the right insurance coverage based on your individual needs. They are committed to helping policyholders manage their risks and achieve their dreams. If you have any questions or need assistance, please call (513) 385-0081. Please note that neither State Farm nor its agents provide tax or legal advice, so it is recommended to consult a professional advisor for personalized guidance.
5636 Springdale Rd Ste A, Cincinnati, OH 45251, United States -
Pam Damewood-Davis - State Farm Insurance Agent
● ClosedThe Pam Damewood-Davis State Farm Insurance Agency is conveniently located in the Mulberry Square Shopping Center in Milford, Ohio. Our dedicated team treats each customer like family, providing exceptional service with integrity and respect. We offer a wide range of insurance and financial services, including auto, home, life, renters, business, boat, motorcycle, and pet insurance. Serving the greater Cincinnati area, we strive to protect your family and plan for your future. Contact us by phone, text, or email to create a Personal Price Plan tailored to your needs. We also provide valuable information on minimizing smoke exposure, cat health insurance, DIY auto maintenance, and more. Your privacy and security are our priority, so please do not include sensitive information in your communications with us. For assistance with our website or any other inquiries, call (513) 248-2527. Remember to carefully consider investment options and consult a tax or legal advisor for personalized advice. Let us help you protect what matters most.
1077 OH-28 #207, Milford, OH 45150, United States -
Jessica Wampler - State Farm Insurance Agent
● OpenJessica Wampler - State Farm Insurance Agent is located at 10475 Reading Road in Cincinnati, Ohio. As a second generation State Farm agent with 17 years of experience, Jessica Wampler and her team are dedicated to providing personalized insurance solutions for your home, car, business, family, and future. They have received prestigious honors such as Chairman Circle, SVP Club, and Ambassador Club. The team at Jessica Wampler - State Farm Insurance Agent is committed to understanding your unique needs and designing coverage options to protect what matters most to you. Whether you need guidance on avoiding drunk driving, online safety for teens, or information on Social Security survivor benefits, they are here to help.
10475 Reading Rd Ste 402, Cincinnati, OH 45241, United States -
Marc Sullivan - State Farm Insurance Agent
● ClosedMarc Sullivan - State Farm Insurance Agent is a reputable insurance agency located at 2063 Beechmont Avenue in Cincinnati, Ohio. As the proud owner of the agency, Marc Sullivan is dedicated to providing exceptional service and building strong relationships with his clients. With a background in Finance from the University of Cincinnati, Marc has been with State Farm since 2017, offering quality coverage options tailored to meet each individual's unique needs. The agency's team upholds values of honesty and integrity, ensuring that clients receive the best value for their insurance needs. Whether you need assistance with energy-efficient window updates or tips for driving on rural roads, Marc Sullivan - State Farm Insurance Agent is here to help. By delivering unmatched service and support, the agency creates a secure and trusted environment for all policyholders.
2063 Beechmont Ave, Cincinnati, OH 45230, United States -
Shaun Thatcher - State Farm Insurance Agent
● ClosedShaun Thatcher - State Farm Insurance Agent is an insurance agency located at 6126 Wesselman Road in Cincinnati, Ohio. Situated at the corner of Harrison Ave and Wesselman, behind UDF and across from Brockman Signs near Cleves, this agency offers coverage reviews for boats, campers, and motorcycles as the warmer weather approaches. Shaun Thatcher, a lifelong resident of Green Township, has been providing insurance services since 2002. With a background in business finance/marketing and a dedication to the community, Shaun and his team are committed to serving the Tri-State area with both Personal lines and Commercial lines Insurance. Whether you are moving to Greater Cincinnati or looking for insurance for your home, business, or vehicles, Shaun Thatcher - State Farm Insurance Agent is here to help. With a team of dedicated professionals, including office manager Nichole Schoenfelder and licensed representative Ryan Esterman, the agency prioritizes customer satisfaction above all else. For assistance with insurance needs, contact Shaun Thatcher - State Farm Insurance Agent at (513) 598-8800. Remember, investing involves risk, and it's always a good idea to consult a tax or legal advisor for personalized advice.
6126 Wesselman Rd, Cincinnati, OH 45248, United States -
Beth Wilker - State Farm Insurance Agent
● ClosedBeth Wilker - State Farm Insurance Agent is an insurance agency located at 8406 Winton Road, Cincinnati, Ohio, United States. They provide valuable information on fire safety and prevention tips, rural road driving safety, and camping safety tips. Customers are encouraged not to include sensitive personal information on the website for their protection. Investors are advised to carefully consider investment objectives before making any decisions. The institution offers various insurance products, including life insurance and annuities. Additionally, they provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Beth Wilker - State Farm Insurance Agent also offers mortgage services through Rocket Mortgage, LLC. Customers are advised to consult a tax or legal advisor for personalized advice.
8406 Winton Rd, Cincinnati, OH 45231, United States -
Scott Hummel - State Farm Insurance Agent
● ClosedScott Hummel - State Farm Insurance Agent is a trusted insurance agency located at 948 Old State Route 74 in Cincinnati, Ohio, United States. With over 30 years of experience, our agency has been serving the Eastgate Ohio community and customers in Clermont, Hamilton, Brown, and Butler counties. We offer a variety of insurance coverages including auto, homeowners, renters, life, and small business insurance. Our personalized price plans are tailored to fit your specific needs. As a second-generation State Farm agent, I understand the importance of access, availability, knowledge, and personal care for each customer. My team and I are dedicated to providing exceptional service to help you protect what matters most. Whether you're looking for a free quote or assistance with your insurance needs, we are here to help.
948 Old State Rte 74 #5, Cincinnati, OH 45245, United States
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