TOP 30 Wealth management for families in Georgetown, Ohio

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Legacy Strategic Asset Management of Wells Fargo Advisors is a leading finance institution located at 1891 Georgetown Road in Hudson, Ohio, United States. As a part of Wells Fargo Advisors, they provide expert financial planning and investment management services to help clients achieve their long-term financial goals. With a focus on building and preserving wealth for future generations, Legacy Strategic Asset Management offers personalized strategies tailored to each client's unique needs and objectives. Their team of experienced professionals is dedicated to delivering top-tier financial solutions and exceptional customer service.

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.

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.