TOP 10 Wealth management expertise in Georgetown, Ohio

Welcome to Hartland Management & Realty, your trusted real estate partner located on Guerley Road, Cincinnati, Ohio. With over 30 years of experience, our licensed Realtor, Patty, brings unparalleled expertise and local knowledge to the heart of the community she calls home. Whether you're buying, selling, or managing properties, Patty's professionalism and dedication ensure a seamless experience tailored to your needs. We are thrilled to introduce our newest Realtor, Brooklyn, a proud graduate of Oak Hills Local School District, class of 2020, and a third-generation Realtor. Brooklyn is not only part of our family but also deeply rooted in the community, offering a unique perspective and understanding of the west side of Cincinnati. Her familiarity with both Cincinnati and Cleveland makes her an excellent resource for clients in both areas. #lookingwithbrooklyn #hartland #hartlandsells

Mark W Boslett Inc, located at 1737 Georgetown Road, Hudson, Ohio, has partnered with True Wealth Design to expand its Accounting & Tax division. The merger, effective November 1, 2023, combines expertise and resources to better serve clients in navigating the evolving financial and tax landscape. Mark Boslett, CPA, will facilitate the transition of clients to True Wealth's location at 581 Boston Mills Road #100, Hudson, OH. True Wealth, a Case Western Reserve University Weatherhead 100 winner, provides wealth management and tax services with a focus on delivering high-quality, integrated advice and exceptional service. Founder Kevin Kroskey emphasizes the benefits for businesses, offering quality tax services and proactive advice for successful but underserved business owners. True Wealth aims to be the financial "easy button" for accounting and advisory services, integrating personal and business financial matters for greater clarity and confidence. Clients of Mark W Boslett Inc are welcomed to the True Wealth family with a commitment to providing exceptional advice and service.

Atam is a prestigious financial institution located at 257 Dunbar Road in Georgetown, Ohio. With a reputation for excellence and expertise in the field of finance, Atam offers a wide range of services to individuals and businesses alike. Whether you are looking for investment advice, wealth management solutions, or assistance with your financial planning, Atam is committed to providing top-notch service and personalized guidance to help you achieve your financial goals. Visit us today to see how Atam can help you secure your financial future.

Doctor, Health ---

Dr. Kristin Appleby - Movement Disorder Specialist at Cleveland Clinic Location: 9500 Euclid Ave, Cleveland, OH 44195, United States

Welcome to the practice of Dr. Matthew A. Love, a distinguished urologist located at 925 Deis Drive, Fairfield, Ohio. Serving the community with dedication and expertise, Dr. Love is part of Tri State Urologic Services P.S.C., Inc., also known as The Urology Group. With a Doctor of Medicine from the University of Louisville School of Medicine and extensive training at Georgetown University Hospital and Vanderbilt University, Dr. Love brings a wealth of knowledge to his practice. Our clinic is committed to providing exceptional healthcare services while actively engaging in community initiatives. Since 2006, we have organized annual fundraisers to support prostate cancer awareness and research, benefiting ZERO - the End of Prostate Cancer. These events are made possible with the support of local and national sponsors and include activities like 5k/10k runs and celebrations for cancer survivors.

Welcome to Jessica Lainhart, FNP, your trusted partner in health and wellness located in the heart of Georgetown, Ohio. Situated at 900 Mount Orab Pike, our practice is dedicated to providing comprehensive and compassionate healthcare services to individuals and families in our community. At Jessica Lainhart, FNP, we understand that each patient is unique, and we are committed to delivering personalized care that meets your specific needs. Our practice specializes in family health, offering a wide range of services from preventive care and routine check-ups to chronic disease management and health education.

Welcome to First State Bank, your trusted partner in financial success, conveniently located at 4928 Ohio 125, Georgetown, Ohio 45121. As a cornerstone of the community, we are committed to providing personalized banking and financial services that cater to the unique needs of our clients. With a strong focus on customer satisfaction, First State Bank offers a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions. Our dedicated team of financial experts is here to guide you through every step of your financial journey, ensuring your goals are met with the utmost care and professionalism. Whether you're opening your first savings account, planning for retirement, or expanding your business, we provide the tools and expertise you need to succeed.