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Showing 1 - 12 of 17 results
BLU LLC
BLU LLC
Westlake, Ohio
50-99 employees
BLU DIAMOND HOME CARE LLC is a medical practice company based out of 3481 OFFICE PARK DR, Dayton, Ohio, United States.
Retirement Benefits Rank
Market Laggard
ELSASS FINANCIAL GROUP, INC.
ELSASS FINANCIAL GROUP, INC.
Wadsworth, Ohio
1-24 employees
Most financial firms focus on the products, procedures, and technicalities that make investing difficult to understand and even harder to find success. The all-consuming fixation on performance and the bottom line of the firm means things like your needs, wants, and goals for the future take a back seat.Elsass Financial Group works a little differently.Our first step is to truly understand our clients’ needs and build a comprehensive financial plan designed to meet those needs through investments, savings plans, and an adaptable framework. The plans we design are unbiased, objective, and always in the clients’ best interest. We pride ourselves on being independent advisors that answer only to the client.Our fee-based structure allows the client and financial advisor to work in concert to help achieve goals and dreams. Fee-based means that our compensation is derived from a percentage of assets or a flat rate. We believe it is fairer, more objective, and more transparent than a traditional commission-based relationship.Lastly, our goal is to provide a service that endures multiple generations. At the core of this service is our client-focused service model. We are always striving to exceed our clients’ expectations through continued learning, quality recommendations, and truly caring about them and their families’ needs.
Retirement Benefits Rank
Market Competitive
WEALTH HEALTH, LLC
WEALTH HEALTH, LLC
Avon, Ohio
1-24 employees
I focus on uniquely providing tax and legally structured financial plans. I am a fully registered financial advisor with my series 6, 7, 63, 66 registrations and life, health, and annuities licenses, as well as being an Accredited Investment Fiduciary. In short, fiduciary duty is considered the highest standard of care. In addition, I am an attorney licensed to practice law in the states of Ohio and Florida. I personally prepare over 400 tax returns each year and oversee an additional 1,100, enhancing our ability to serve by using our three-tiered approach in managing the following three companies. - Wealth Health, LLC- Wealth Health Tax, LLC- Gault Legal Group, LLCI am a graduate of Bowling Green State University and Michigan State University College of Law. I currently serve as a Commissioner on the Avon Landmark Preservation Commission, the President of the Avon French Creek Foundation, council member of the Avon Cleveland Clinic Community Advisory Council, Avon Library Committee, North Ridge Scenic Byway and Biking/Walking Path Committee, and Cetera Advisors Advisory Council.I reside in Avon with my wife, Alissa, and our four children, Samantha, Blake, Farrah, and Astoria. On the weekends you can find me at the office or at home enjoying time with my family, going for walks, playing with the kids outside, and volunteering as a Sunday school teacher.
Retirement Benefits Rank
Market Leading
KINETIC WEALTH INVESTMENT ADVISORS, LLC
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Avon Lake, Ohio
1-24 employees
Gain the independence you need by connecting actions with outcomes through our proven Wealth Management Formula Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Kinetic Wealth Investment Advisors, a registered investment advisor. Kinetic Wealth Investment Advisors and Kinetic Wealth are separate entities from LPL Financial.
Retirement Benefits Rank
Top Benefits
S & D CAPITAL
S & D CAPITAL
Oregon, Ohio
1-24 employees
S&D Capital’s Mission: Our commitment is to listen and work with intention to provide independent solutions that simplify and diversify our client’s lives. S&D Capital’s Vision: To be at the forefront of independent financial advice by our commitment to education, integrated technologies, and enhanced services. Your Need for Objective Advice Drives Our Independence: Together, we offer the objectivity of working with an independent financial advisor combined with the ability to access the world’s financial markets and a wide range of diversified financial products and investment resources. We are very proud that we do not represent any one company and have the freedom to seek out the best companies, solutions, and opportunities that align with your desires, needs, and financial goals. Oregon Branch: 3150 Dustin Road, Suite 2 Oregon, OH 43616 Cleveland Branch: 7227 Chagrin Road, Suite D Chagrin Falls, OH 44023 Oregon Office: (419) 693-9000 Cleveland Office: (440) 561-6800 Toll-Free Fax: (866) 824-9119 Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. S&D Capital and Cambridge are not affiliated.
Retirement Benefits Rank
Market Leading
SUDSINA & ASSOCIATES, LLC
SUDSINA & ASSOCIATES, LLC
Gypsum, Ohio
1-24 employees
Sudsina & Associates, LLC, is a full service municipal advisory firm serving the financing needs of public entities throughout Ohio. The firm is a collaboration of experienced professionals that ensures each of our clients a team of highly qualified individuals to assist with the execution of financing plans. Our clients trust us to provide financing recommendations consistent with their goals, while minimizing the size of the issue, priced at the lowest available interest and issuance costs and finally, with the most flexible terms. Whether it be a long-term bond issue, equipment lease or a short-term cash flow borrowing, we have the resources to prepare issuers to tap the financial markets for the best available financing solution. We are registered municipal advisors with both the Securities and Exchange Commission (SEC) and the Municipal Securities Regulatory Board (MSRB) and our staff serves on the Board of Directors of the National Association of Independent Public Financial Advisors (NAIPFA) and Regulatory Committee of NAIPFA. Our firm has participated in more than 500 financings for Ohio cities, counties and schools totaling over $4 billion in par value and has ranked in the top 2 municipal advisors in Ohio since 2008 for number of transactions.
Retirement Benefits Rank
Market Competitive
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VIEWPOINT WEALTH PARTNERS
VIEWPOINT WEALTH PARTNERS
Independence, Ohio
1-24 employees
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Viewpoint Wealth Partners and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​
Retirement Benefits Rank
Top Benefits
OFFENBURGER CAPITAL MANAGEMENT, LLC
OFFENBURGER CAPITAL MANAGEMENT, LLC
Mansfield, Ohio
1-24 employees
Registered client service specialist and administrative support for Managing Principal.
Retirement Benefits Rank
Top Benefits
MATTHEW C. DAUGHERTY
MATTHEW C. DAUGHERTY
Westlake, Ohio
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Top Benefits
FIDATO WEALTH LLC
FIDATO WEALTH LLC
Cleveland, Ohio
1-24 employees
Fidato Wealth provides comprehensive financial planning for you and your family. Our evidence-based approach will support your retirement goals, helping you invest with confidence and take control of your financial plan. At Fidato Wealth, we aim to provide the very best in financial planning and wealth management. We build plans based on your unique profile and circumstances, recommending only strategies that we ourselves would employ if in the same situation. Our mission is to use our 50+ years of combined experience to create a positive difference in our clients'​ retirement years. When you partner with Fidato Wealth, we provide individualized, effective plans for today and tomorrow. Learn more at https://www.fidatowealth.com/
Retirement Benefits Rank
Market Competitive
OWNERSHIP ADVISORS INC
OWNERSHIP ADVISORS INC
Independence, Ohio
1-24 employees
Ownership Advisors Inc. is a privately held financial advisory firm providing customized wealth counseling to high net-worth families in the estate, business succession and money management areas.
Retirement Benefits Rank
Market Laggard
WEALTHPLAN PARTNERS
WEALTHPLAN PARTNERS
Westlake, Ohio
1-24 employees
WealthPlan Partners is a fee-based financial planning firm that believes it is our team’s responsibility to help you make the most of your income and assets. We dedicate ourselves to helping individuals accumulate wealth and preserve it through sound comprehensive financial planning. Whether it is helping people to invest their money, setting up college savings plans, facilitating the exercise of employee stock options, securing life insurance or designing complex estate plans, we work with our clients until all the details have been completed. Our client-centric process involves one-on-one attention, long-term visioning and ongoing support from appropriate members of our team, every step of the way. We have developed this practice in response to four decades of conversations with our high-net-worth clients – business owners, decision makers, community leaders and families – who may not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Our affiliation with Lincoln Financial Advisors provides our client with the best of both worlds: the experience and stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor. Registered Associates of WealthPlan Partners are registered representatives of Lincoln Financial Advisors Corp., a broker / dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. WealthPlan Parters is not an affiliate of Lincoln Financial Advisors. Licensed to sell Securities in the following states: California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington. CRN-3904296-110521
Retirement Benefits Rank
Market Competitive