Tax company in Independence, Ohio
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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 -
Clean House Cincinnati
● ClosedClean House Cincinnati is a professional cleaning institution located at 6566 Glenway Avenue in Cincinnati, Ohio. We specialize in cleaning homes, apartments, rental turnovers, post-construction projects, and commercial spaces throughout the Greater Cincinnati area. Our team excels at finding and removing construction dust and debris with expertise. Unlike many independent house cleaners, we provide the benefits of a company such as insurance, backup cleaners, and reliability. We assign the same solo cleaner (or a team of two for larger spaces) to your home for consistency and trust. We are registered as a business in Ohio, pay our fair share of taxes, and ensure that our employees are covered in case of injury on the job.
6566 Glenway Ave, Cincinnati, OH 45211, 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 -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 5001 Horizons Drive in Columbus, Ohio, is a trusted finance institution with over 35 years of collective experience in comprehensive financial planning and customized portfolio management. Our team of wealth managers not only have the expertise to manage your assets effectively but also serve as trusted confidants who can address your financial needs and help make important decisions for you and your family. We believe in managing risks, not just returns, and provide a depth of ability and resources to match your investment needs. As part of one of the largest and most well-respected independent financial services companies in the country, we are dedicated to helping you achieve your financial goals while allowing you to focus on the things that matter most in your life.
5001 Horizons Dr Suite 210, Columbus, OH 43220, United States -
Columbus Street Financial Planning
● OpenColumbus Street Financial Planning is an independent, flat, and fee-only fiduciary institution located at 565 Metro Place South in Dublin, Ohio, United States. We are radically transparent in our approach, ensuring that your interests are always our top priority. We do not accept commissions or compensation from any source other than our clients, so you can trust that we are working solely for your benefit. At Columbus Street Financial Planning, we offer complete transparency in every service we provide. Our goal is to help you focus on your dreams, not decimals, by offering personalized financial planning that is tailored to your unique circumstances. We are not owned by a bank, insurance company, or brokerage firm, so the only person we answer to is you.
565 Metro Pl S Ste 300, Dublin, OH 43017, United States -
Chuck Cole Financial
● OpenChuck Cole Financial is a finance institution located at 3310 Westbourne Drive, Cincinnati, Ohio, United States. We offer a range of services including Investments, Life, Auto, Home, Medicare Supplements, Advantage Plans, and Longterm Care. Our experienced team is dedicated to helping you, your business, and your family navigate the financial challenges of retirement, wealth accumulation, and tax planning. We also provide protection in the event of death or disability. In addition to financial services, we offer a variety of insurance products for your auto, home, and business needs. As Independent Agents, we work with multiple insurance companies to find the best coverage for you. With over 25 years of experience in the industry, we are committed to your security and financial success. Contact us today to see how we can help you achieve your financial goals.
3310 Westbourne Dr, Cincinnati, OH 45248, 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 -
Edgewater Investment Group
● OpenLocated at 36855 American Way in Avon, Ohio, the Edgewater Investment Group is a finance institution offering sophisticated wealth management services tailored to individual needs. With a client-focused approach, their team of professionals is dedicated to guiding clients through the complexities of the financial world with comprehensive plans designed to align with specific investment requirements. Specializing in unique solutions for business owners, entrepreneurs, foundations, and non-profits, Edgewater Investment Group delivers trusted and comprehensive guidance to support various financial needs and goals. With expertise in planning for today and future generations, they provide objective, strategic advice and operational support as needed.
36855 American Way # F, Avon, OH 44011, United States -
Golden Reserve
● ClosedGolden Reserve, located at 6133 Rockside Road in Independence, Ohio, is a finance institution dedicated to helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Cuyahoga County and beyond. The institution has been recognized for its growth and success, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have entrusted Golden Reserve to provide the support they need to enjoy a secure retirement. The team at Golden Reserve is committed to advocating for their clients and helping them reach their retirement goals. With a personalized Roadmap for Retirement, clients can address the biggest risks to their retirement and plan for a secure future. Golden Reserve also offers insurance products and services in multiple states, as well as investment advisory services. The institution is affiliated with AlerStallings LLC and Golden Reserve Tax, LLC, which provide legal and tax advice. Golden Reserve is dedicated to acting in the best interests of its clients and making full disclosure of any conflicts of interest. Follow Golden Reserve on social media for updates and information on retirement planning.
6133 Rockside Rd suite 303, Independence, OH 44131, United States -
Zion, Synek & Associates
● OpenZion, Synek & Associates is a reputable accounting and finance institution located at 6000 Freedom Square Drive in Independence, Ohio, United States. Our team of experts offers a wide range of services to help you manage your business effectively. From payroll processing to financial analysis, we are here to take the stress out of running your business. Our strategic guidance and deep analysis will help you make smart decisions for your company's success. Choose from a variety of online apps to conduct business with us easily. Trust us to lead you towards financial success and provide you with structured, sound financial insight. Let us help you build a successful enterprise.
6000 Freedom Square Dr #220, Independence, OH 44131, United States -
Strait Direction Wealth Managment, LTD
● OpenStrait Direction Wealth Management, LTD is a finance institution located at 5001 Mayfield Road, Lyndhurst, Ohio, United States. We believe that everyone should have access to sound financial information, regardless of financial means. Our holistic approach to financial planning takes into consideration all aspects that could impact your financial future, not just your money. We offer services such as investment portfolio management, retirement planning, tax planning, and insurance needs assessment. Our goal is to help you prepare for life's big milestones and unexpected changes. We are a registered investment advisory firm in Ohio and other jurisdictions, offering comprehensive financial planning services. Securities are offered through Independence Capital Company, Member FINRA / SIPC. Investments are not FDIC insured and may lose value. Check the background of our investment professionals on FINRA's BrokerCheck. We look forward to serving you and helping you achieve your financial goals.
5001 Mayfield Rd #210, Lyndhurst, OH 44124, 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 -
Kapstone Financial Advisors
● ClosedKapstone Financial Advisors, located at 7501 Paragon Road in Dayton, Ohio, is a finance institution offering unique solutions for business owners and entrepreneurs. With a focus on helping clients establish and oversee various financial plans, Kapstone Financial Advisors delivers strategic solutions to support and sustain the mission of foundations. The institution boasts sophisticated expertise in planning for both the present and future generations, nurturing wealth to enable clients to live longer, better lives. With a philosophy of learning from the past, setting detailed goals for the future, and living in the present moment, Kapstone Financial Advisors ensures that clients' important financial affairs are managed by experts who can effectively pursue their goals and objectives. The institution provides a depth of ability and resources to match clients' investment needs, helping them maximize each investment opportunity.
7501 Paragon Rd STE 200, Dayton, OH 45459, United States -
The Bayer Financial Group, LLC
● ClosedThe Bayer Financial Group, LLC is a full-service, independent financial planning company located at 1948 East Whipp Road in Kettering, Ohio, United States. Our primary focus is helping clients accumulate wealth while minimizing taxes. As an independent firm, we are able to provide personalized financial planning without the pressure to sell specific products or services. Our extensive planning process is designed to help clients identify and overcome financial challenges. Recognized as a top manager by the Dayton Business Journal in 2013, 2014, and 2015, we are committed to providing exceptional service to our clients. Contact us at 937.432.6585 or [email protected] for more information.
1948 E Whipp Rd, Kettering, OH 45440, United States -
Kapstone Financial Advisors
● ClosedKapstone Financial Advisors, located at 212 North Broadway Street in Lebanon, Ohio, offers unique solutions for business owners and entrepreneurs. With a focus on establishing and overseeing various financial plans, the institution delivers strategic solutions to support and sustain the mission of foundations. Their sophisticated expertise in financial planning aims to benefit both current and future generations. At Kapstone Financial Advisors, the team is dedicated to nurturing wealth so clients can enjoy a longer and better quality of life. They believe in learning from the past, setting detailed goals for the future, and living in the present moment. With proven expertise and effective application, the team ensures that important financial matters are handled with care and precision.
212 N Broadway St, Lebanon, OH 45036, 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 -
Morgan Financial Solutions
● OpenMorgan Financial Solutions, located at 6100 Oak Tree Boulevard in Independence, Ohio, is a finance and insurance agency dedicated to helping individuals and families protect their wealth, lifestyle, and dreams for the future. Wesley Morgan, an agent licensed with New York Life Insurance Company and other independent insurance companies, offers a wide array of investment and insurance solutions tailored to each client's needs. At Morgan Financial Solutions, we understand that managing money can be personal and emotional, but it doesn't have to be scary. We provide resources such as informative videos, helpful calculators, and expert advice to help you take control of your financial situation. Whether you're budgeting for the first time, preparing for unexpected expenses, or navigating financial decisions as a newly married couple or during a divorce, we are here to guide you every step of the way.
6100 Oak Tree Blvd #300, Independence, OH 44131, United States -
Clark Guilliam Bertsch Wealth Management
● OpenClark Guilliam Bertsch Wealth Management is a finance institution located at 875 North Cleveland Massillon Road, Akron, Ohio, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They provide securities-related services to residents of certain states in the U.S. and have restrictions based on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a privately owned website operated by a third-party. It is important to review the third-party's policies and terms and conditions before proceeding.
875 N Cleveland Massillon Rd, Akron, OH 44333, United States -
Lifetime Wealth Partners
● ClosedLifetime Wealth Partners is a finance institution located at 4450 Belden Village Street Northwest in Canton, Ohio, United States. As dedicated partners of New York Life, we offer affordable and voluntary benefits programs for businesses. With over 35 years of combined experience, our team is passionate about helping individuals navigate their financial decisions with clarity and confidence. Michael S. Cardwell and Blake R. Castaldo, our licensed agents, are committed to helping clients achieve their financial goals and live their best lives now and in the future. We offer insurance products and services through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. Additionally, we offer securities products and services through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. Trust Lifetime Wealth Partners to be your financial partner and guide you towards a secure financial future.
4450 Belden Village St NW Suite 501, Canton, OH 44718, United States -
The Deliberato Law Center
● OpenThe Deliberato Law Center, located at 100 Center Street in Chardon, Ohio, is a trusted institution specializing in estate planning and elder law services. Our experienced team is dedicated to helping you and your loved ones protect your assets and plan for the future. Whether you need assistance with estate planning, Medicaid planning, or have any other legal questions, we are here to help. Simply fill out our brief form online and a member of our legal team will reach out to you promptly. With additional locations in Independence and Dublin, Ohio, we are committed to providing top-notch legal services to clients throughout the state. Contact us today to get started on securing your future.
100 Center St, Chardon, OH 44024, United States -
Toni A. Ansley CPA New York Life
● ClosedToni A. Ansley CPA New York Life is a financial institution located at 5455 Rings Road, Dublin, Ohio, United States. They believe in providing personalized financial guidance to help protect your family's wealth, lifestyle, and dreams for the future. With a focus on understanding the emotional connection to money, they offer videos, calculators, and tips to help you take control of your financial situation. Whether you're budgeting, preparing for surprises, or navigating the financial aspects of marriage or divorce, Toni Ansley is there to help. Licensed to sell insurance through New York Life Insurance Company and other independent companies, they also offer securities products and services through NYLIFE Securities LLC. Please consult your own tax, legal, or accounting professional before making any decisions.
Atrium II, South Tower, 5455 Rings Rd Suite 200, Dublin, OH 43017, United States -
Sequoia Financial Group
● ClosedSequoia Financial Group, located at 5000 Horizons Drive in Columbus, Ohio, is a finance and insurance agency dedicated to serving clients across the wealth continuum. Our goal is to enrich the lives of individuals and families by helping them advance towards their chosen future. At Sequoia Financial Group, we offer comprehensive planning, robust investment capabilities, and a specialized Wealth Planning team to ensure that your financial needs are met both now and in the future. Our team of investment experts employs a data-driven approach to continuously evaluate the investment landscape and achieve results for our clients.
5000 Horizons Dr, Columbus, OH 43220, United States -
The Deliberato Law Center, LLC
● ClosedThe Deliberato Law Center, LLC is a compassion-driven estate planning and elder law counsel located at 6200 Rockside Road, Independence, Ohio, United States. They specialize in providing estate planning services to protect your assets for yourself and your loved ones. Their team of trusted lawyers can help you prepare the necessary documents for peace of mind and ensure that your legacy lives on for generations to come. They also offer resources on probate, long-term care, and IRA protection. If you are in need of legal assistance for estate planning or Medicaid planning, contact The Deliberato Law Center, LLC for expert advice and guidance.
6200 Rockside Rd #300, Independence, OH 44131, United States -
CLA (CliftonLarsonAllen)
● OpenCLA (CliftonLarsonAllen) is a reputable institution located at 1785 Indian Wood Circle in Maumee, Ohio, United States. Specializing in accounting and finance, CLA offers a wide range of services to individuals and businesses. CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, provides investment advisory services. As a member of the CLA Global network, CLA (CliftonLarsonAllen LLP) is part of an international organization of independent accounting and advisory firms. Please note that CLA Global Limited, a UK private company limited by guarantee, does not provide accountancy services to clients. CLA (CliftonLarsonAllen LLP) operates independently and is not an agent of any other member firm within the CLA Global network. The institution is committed to providing high-quality services and upholding the highest standards of professionalism in the field of accounting and finance.
1785 Indian Wood Cir, Maumee, OH 43537, United States -
Bilfield & Associates, LLC.
● ClosedBilfield & Associates, LLC. is a reputable financial consulting firm located at 6300 Rockside Road in Independence, Ohio, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and estate planning. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
6300 Rockside Rd Suite 204, Independence, OH 44131, United States -
DMA - DuCharme, McMillen & Associates, Inc.
● OpenDMA - DuCharme, McMillen & Associates, Inc. is a finance institution located at 6480 Rockside Woods Boulevard South, Independence, Ohio, United States. They are experts in various areas of corporate taxation including property tax, tax technology, sales and use tax, value added tax, telecommunications tax, fuel and excise tax, state income and franchise tax, credits and incentives, unclaimed property, business license compliance, and crown royalties. With over 50 years of experience, DMA helps companies minimize their taxes, improve tax administration efficiency through cutting-edge technology solutions, and manage tax compliance obligations. Join their team of dedicated professionals committed to delivering exceptional client service and achieving common objectives. Contact their corporate headquarters at 1 800-309-2110 or visit them at 828 S. Harrison Street, Suite 650, Fort Wayne, IN 46802.
6480 Rockside Wds Blvd S suite 220, Independence, OH 44131, United States -
Reboul & Henderson Inc
● OpenReboul & Henderson Inc is a reputable accounting and finance institution located at 228 Walsh Avenue Southeast in North Canton, Ohio, United States. While our headquarters are in Ohio, our professional associates, led by Joel Chenevey, work nationwide. Our team of CPAs specialize in investigative and forensic accounting services, catering to the needs of insurance companies, independent adjusters, and legal professionals. Our expertise in these specialized fields of accounting has been recognized by both local and national oversight organizations. Our main objective is to assist in determining various types of economic damage, and our certified professionals are prepared to serve as expert witnesses when needed. We have built a strong reputation for successfully arbitrating accounting disputes.
228 Walsh Ave SE, North Canton, OH 44720, United States -
Bucci Insurance
● ClosedA comprehensive alternative to Original Medicare, offered by private companies approved by Medicare. - Coverage: Bundles together Medicare Part A and Part B, often including Medicare drug coverage (Part D). - Additional Benefits: May include dental, vision, hearing, and gym memberships.
8261 Market St suite b-2, Boardman, OH 44512, United States -
Progressive Car Insurance
● OpenWelcome to Progressive Car Insurance, the #1 combined personal and commercial auto insurance company in the United States. Located conveniently at 704 E Midlothian Blvd, Youngstown, OH, we are committed to providing our customers with top-notch insurance solutions tailored to meet their unique needs.
704 E Midlothian Blvd, Youngstown, OH 44502, United States
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