TOP 30 Tax resources in Marietta, Ohio

6 results found

Cowdery Tax and Business Solutions is a premier accounting and finance institution located at 706 Pike Street in Marietta, Ohio, United States. Our services include tax preparation by appointment, document drop-off, or remote document submission to make the process as convenient as possible for our clients. We specialize in helping individuals and businesses stay organized and maximize their tax benefits by understanding the necessary receipts for tax purposes. We also provide valuable information on hiring children for family businesses, managing small business payroll taxes, and reporting military income for service members.

The Ely Chapman Education Foundation (ECEF) is an independent organization located at 403 Scammel Street in Marietta, Ohio, United States. ECEF is not affiliated with any national or state youth group and relies on grants, program assistance, and contributions from caring individuals to support its mission. ECEF strives to provide academically-oriented, hands-on learning opportunities for local youth. In 2014-2015, over 45% of students received financial assistance to attend ECEF programs, with $40,000 in scholarship assistance awarded that year.

Merrill Lynch Financial Advisor William J Mannix is a dedicated professional located at 294 Front Street in Marietta, Ohio, United States. With over two decades of experience in the financial services industry, Bill joined Merrill in 2005 and is committed to building enduring relationships with his clients. He understands that clients bring more than just their financial needs and works to help make their lives better by providing personalized advice and customized strategies. Bill is actively involved in the Marietta community through various organizations and clubs. At Merrill Lynch Wealth Management, Bill focuses on understanding his clients' goals, priorities, and aspirations to create a personalized financial plan centered around their unique needs. By utilizing the global resources of Merrill, Bill's team is dedicated to building strong client relationships based on trust and personalized service. With access to investment insights and banking solutions, Bill works with clients to develop a financial approach that addresses their current needs while considering their long-term goals.

Merrill Lynch Wealth Management, located at 294 Front Street in Marietta, Ohio, United States, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management knowledge. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities they serve. Merrill Lynch Wealth Management offers a range of resources, technology, and expertise to help clients pursue their financial and life goals. Financial advisors at Merrill are dedicated to providing individually customized investment approaches and wealth management advice. They offer training, mentoring, and technology to help advisors assist clients in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks.

Edward Jones - Financial Advisor: Kimberly J Betz is a trusted financial institution located at 115 South 3rd Street in Marietta, Ohio, United States. Specializing in finance, they offer personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Kimberly J Betz provides expert guidance on retirement planning, college savings, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Kimberly J Betz is dedicated to helping you make informed decisions and achieve financial success.

Raymond James Financial Services is a finance institution located at 138 Putnam Street in Marietta, Ohio, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services has the expertise and resources to help you navigate the complexities of the financial world. Trust in Raymond James to provide personalized and professional financial guidance tailored to your individual needs.