The 30 Best Tax resources in Independence, Ohio
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Financial Planning Association
The Financial Planning Association is a prestigious institution located at 2001 Crocker Road in Westlake, Ohio, United States. As a leading organization in the field of finance, the Financial Planning Association is dedicated to providing expert guidance and resources for individuals and businesses seeking to achieve their financial goals. With a team of experienced professionals and a commitment to excellence, the Financial Planning Association offers a wide range of services to help clients navigate the complexities of financial planning and investment management. Whether you are looking to secure your financial future or grow your wealth, the Financial Planning Association is here to help you every step of the way.
Keystone Financial Planning
Keystone Financial Planning, located at 7261 Engle Road in Cleveland, Ohio, is a finance institution dedicated to helping clients build a sustainable income stream for their retirement needs. By investing in a portfolio of common stocks from financially strong companies, Keystone aims to not only meet retirement needs but also to ensure that the income stream grows over time to combat inflation. The institution's dividend philosophy is exemplified by the story of Keith, who realized that his father, a farmer, was similar to a dividend investor. By starting to save early and allowing compound interest to work its magic, clients can benefit greatly from their investments.
Morgan Financial Solutions
Morgan 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.
Moss Wealth Management - UBS Financial Services Inc.
Moss Wealth Management - UBS Financial Services Inc. is a prominent finance institution located at 600 Superior Avenue in Cleveland, Ohio, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer personalized solutions tailored to your unique needs. Trust Moss Wealth Management - UBS Financial Services Inc. to guide you towards a secure financial future.
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC
George Malaska - Financial Advisor, Ameriprise Financial Services, LLC, located at 2 Summit Park Drive in Independence, Ohio, offers personalized financial advice, investment solutions, and progress tracking to help clients achieve their financial goals. With a focus on risk tolerance and potential returns, George Malaska can assist in creating a sound strategy for a more confident financial future. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through proper registration. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Please refer to FINRA's BrokerCheck website for more information on George Malaska's qualifications and registered states.
Lighthouse Wealth Management Group - UBS Financial Services Inc.
Lighthouse Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located in Akron, Ohio, United States. With a prime location at 175 Montrose West Avenue, this institution offers a wide range of financial services to help clients manage and grow their wealth effectively. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Lighthouse Wealth Management Group - UBS Financial Services Inc. has the expertise and resources to help you achieve your financial objectives.
John S Trecaso - Financial Advisor, Ameriprise Financial Services, LLC
John S Trecaso is a financial advisor at Ameriprise Financial Services, LLC located at 2311 West Market Street in Akron, Ohio, United States. With a focus on individual goals and risk tolerance, John provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular meetings are held to review progress, update strategies, and track overall success. Clients have convenient access to their investments and accounts from any device, ensuring transparency and security in their financial planning. For those interested in learning more about John's services, a complimentary initial consultation can be scheduled to discuss financial goals and strategies. Ameriprise Financial Services, LLC offers investment products and services that are not insured by the FDIC, NCUA, or any federal agency, and may involve investment risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC.
Craig M Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Craig M Burgess is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. Craig 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Craig's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig M Burgess for expert financial advice tailored to your specific needs.
Edward Jones - Financial Advisor: Patrick Helderman, CEPA®|AAMS™
Edward Jones - Financial Advisor: Patrick Helderman, CEPA®|AAMS™ is a reputable financial institution located at 650 Prospect Avenue South in Hartville, Ohio, United States. As a Certified Exit Planning Advisor and Accredited Asset Management Specialist, Patrick Helderman offers expert financial advice and services to help clients achieve their financial goals and secure their financial future. With a commitment to personalized service and a deep understanding of the financial industry, clients can trust in the expertise and professionalism of the team at Edward Jones.
Sequoia Financial Group
Sequoia 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.
The Deliberato Law Center, LLC
The 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.
Sobon Law LLC
Sobon Law LLC, located at 6300 Rockside Road in Independence, Ohio, is a legal institution specializing in estate planning services. As an experienced lawyer, Attorney Patrycja Sobon helps clients, including young families and business owners, create personalized estate plans to protect their assets and loved ones. With a focus on education and convenience, Sobon Law LLC offers virtual and in-person legal services at competitive rates. Attorney Sobon is also fluent in Polish, providing assistance to the Polish community with their legal needs. Whether you need a will, trust, power of attorney, or other estate planning documents, Sobon Law LLC can guide you through the process in just 5 simple steps. From completing an intake form to scheduling a consultation to finalizing and signing your documents, Attorney Sobon ensures a smooth and efficient experience. Additionally, if cost is a concern, payment plans can be arranged to make estate planning accessible to all.
Taxpayer Advocate Service Office
The Taxpayer Advocate Service Office, located at 550 Main Street in Cincinnati, Ohio, is an independent organization within the IRS dedicated to ensuring that every taxpayer is treated fairly and understands their rights. If you are facing tax problems that you can't resolve on your own, our advocates are here to help. We offer a range of resources including free IRS tax preparation assistance for qualifying taxpayers, information on the taxpayer Bill of Rights, the latest Tax Tips, and Tax News articles to keep you informed. Our advocates will work with you every step of the way to resolve your tax issue and recommend changes to prevent future problems. Contact us through our Systemic Advocacy Management System (SAMS) if you know of a tax issue affecting a large group of taxpayers. Trust the Taxpayer Advocate Service for quick action and confidence in your taxes.
Make Work Pay
Make Work Pay is a non-profit organization located at 2400 Reading Road in Cincinnati, Ohio. Our mission is to help individuals achieve financial stability and independence by providing resources and support to overcome barriers to employment. We offer a range of services such as job training, career counseling, and financial literacy education to help individuals secure and maintain employment. Our goal is to make work pay for everyone in our community, regardless of their background or circumstances. Join us in our efforts to empower individuals and strengthen our community through meaningful work.
Taxpayer Advocate Service Office
The Taxpayer Advocate Service Office, located at 1240 East 9th Street in Cleveland, Ohio, is an independent organization within the IRS dedicated to ensuring that every taxpayer is treated fairly and understands their rights. If you are facing tax problems that you can't resolve on your own, our advocates are here to help. We offer a range of resources including free IRS tax preparation assistance, information on VITA / TCE income tax assistance, and the taxpayer Bill of Rights outlining your rights and protections. Stay informed with our latest blogs, Tax Tips, Tax News articles, and advocacy work for taxpayers. Submit any tax issues affecting a large group of taxpayers through our Systemic Advocacy Management System. Let the Taxpayer Advocate Service Office provide you with the confidence and support you need to resolve your tax issues effectively.
Miller, Michael A
Miller, Michael A is an accounting and finance institution located at 6690 Beta Drive in Cleveland, Ohio, United States. With a focus on working smarter to solve problems and redefining the way law should be practiced, Miller, Michael A provides top-notch services to clients. The institution is part of the Margolis Edelstein firm, which was founded in Philadelphia over 65 years ago by Alan Wm. Margolis. With nine strategically located offices, they serve clients throughout Delaware, New Jersey, Pennsylvania, and West Virginia. Specializing in defending the interests of individuals, insurers, and commercial enterprises in complex litigation, Margolis Edelstein has earned the Martindale-Hubbell legal ability rating of AV, the highest rating available. As a founding member of The Harmonie Group, an international network of independent law firms, they have access to resources worldwide. Efficient, cost-effective, and measurably better, Miller, Michael A is dedicated to providing exceptional service to their clients.
The Freelander
The Freelander is a dynamic institution located at 14411 Triskett Road in Cleveland, Ohio, United States. Our mission is to provide individuals with the tools and resources they need to succeed in the ever-evolving world of freelancing. Whether you're a seasoned freelancer looking to expand your skills or someone just starting out in the industry, The Freelander offers a wide range of courses, workshops, and networking opportunities to help you thrive in your freelance career. Our experienced instructors and industry experts are dedicated to helping you reach your full potential and achieve your professional goals. Join us at The Freelander and take your freelance career to the next level!
RLR INVESTMENTS LLC
RLR Investments LLC is a finance institution located at 600 Gillam Road in Wilmington, Ohio, United States. We specialize in providing a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, RLR Investments LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Fidelity Investments
Fidelity Investments is a renowned financial institution located at 3750 West Market Street in Fairlawn, Ohio, United States. With a strong reputation for providing investment services and financial planning, Fidelity Investments offers a wide range of products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments has the expertise and resources to help you succeed. Trust in Fidelity Investments for all your financial needs.
At Home With Shepherd
At Home With Shepherd is dedicated to providing high-quality home health care services to residents in Trumbull, Mahoning, and Columbiana counties. We understand that receiving health care in the comfort and familiarity of your home can be more calming, convenient, and comfortable than being treated in an office, rehab center, or other clinical settings.
Progressive Car Insurance
Welcome 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.
Progressive Car Insurance
At Progressive Car Insurance, we pride ourselves on being the #1 combined personal and commercial auto insurance company. Our mission is to understand your unique needs and provide tailored insurance solutions that protect what matters most to you. Why Choose Progressive?
Frazier Financial Advisors, LLC
Frazier Financial Advisors, LLC is a reputable financial advisory firm located at 1690 W Lane Ave Suite 280, Columbus, OH 43221, United States. Specializing in comprehensive financial planning and investment management, Frazier Financial Advisors is dedicated to helping individuals, families, and businesses achieve their financial goals. The firm offers personalized services tailored to each client's unique needs, including retirement planning, tax strategies, estate planning, and risk management. With a team of experienced and knowledgeable advisors, Frazier Financial Advisors prides itself on delivering high-quality, client-focused financial solutions. Whether you're looking to grow your wealth, secure your financial future, or navigate complex financial situations, Frazier Financial Advisors, LLC is your trusted partner in finance.
Innovative Retirement Planning
At Innovative Retirement Planning, we believe your financial strategy should be as extraordinary as your dreams. Located in the heart of Canfield, OH, we are dedicated to building meaningful connections that are as strong as our financial plans.
Merrill Lynch Financial Advisor William J Miner
At Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.
Royal Oak Financial Group
Royal Oak Financial Group is a premier financial services firm located at 5858 N High St Suite A, Worthington, OH 43085, United States. Specializing in a wide array of financial planning and wealth management services, Royal Oak Financial Group is dedicated to helping individuals, families, and businesses achieve their financial goals. Our team of experienced and knowledgeable financial advisors is committed to providing personalized strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or seeking comprehensive financial advice, Royal Oak Financial Group offers the expertise and resources to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
FiNet
FiNet, located at 7355 California Ave, Boardman, OH 44512, is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement planning, tax strategies, and risk management. At FiNet, we pride ourselves on our personalized approach, tailoring each financial plan to meet the unique needs and objectives of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, FiNet is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.
FFG Wealth Management, LLC
At FFG Wealth Management, LLC, we understand that no two retirements are alike, and therefore, no two retirement strategies should be either. Located in the heart of Columbiana, Ohio, we are dedicated to tailoring our financial guidance to meet your specific needs. Whether you’re seeking a review of your current financial outlook or a comprehensive retirement plan designed to last for the next 30-plus years, our team has the experience and knowledge to guide you through every step.
Darke County Treasurer's Office
Welcome to the Darke County Treasurer's Office Located at 504 South Broadway Street, Greenville, Ohio, the Darke County Treasurer's Office is a vital component of the local government infrastructure. Our office is dedicated to serving the financial and administrative needs of Darke County, ensuring that the county’s fiscal responsibilities are met with transparency, accuracy, and efficiency.
Darke County Coroner
Welcome to the official website of the Darke County Coroner's Office, located at 504 South Broadway Street, Greenville, Ohio 45331, United States. As a vital component of the local government, the Darke County Coroner plays a crucial role in the justice system, ensuring thorough investigations into deaths resulting from criminal activity, accidents, or other unusual circumstances. Led by Dr. Tim Kathman, the coroner's office is committed to providing accurate determinations of cause and manner of death. Our work involves collaborating with law enforcement agencies, the county prosecutor, and other relevant parties to prepare cases for trial. We conduct inquests, autopsies, x-rays, and toxicology tests, and often provide expert testimony in court cases.
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