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Showing 1 - 12 of 27 results
CHLEBINA CAPITAL, LLC
CHLEBINA CAPITAL, LLC
Akron, Ohio
1-24 employees
CHLEBINA CAPITAL, LLC is a company based out of 843 N. CLEVELAND-MASSILLON ROAD, AKRON, Ohio, United States.
Retirement Benefits Rank
Top Benefits
KAULIG CAPITAL, LLC
KAULIG CAPITAL, LLC
Hudson, Ohio
100-499 employees
Kaulig Capital, LLC has been created to ensure that the financial assets and other business interests of Matt Kaulig and his family are managed by professional oversight and experience.  Understanding the complexities and the risks of wealth management, direct real estate investments, accounting/tax issues, law and private equity investments,  Mr. Kaulig started the Firm with along with Mr. Tim Clepper, a seasoned wealth management professional.   Now, Mr. Kaulig and Mr. Clepper, President of Kaulig Capital, LLC as well as several other professionals with legal and tax backgrounds manage the Firm.  Mr. Kaulig and Mr. Clepper are successful entrepreneurs and are leading Kaulig Capital, LLC to be innovators and investors in businesses nationwide.  Kaulig Capital, LLC has over twenty years of professional relationships and partnerships that are critical in investment opportunity generation.  These relationships are also paramount with the assistance of various stages of the due diligence process.   Kaulig Capital, LLC prides itself on having a long-term approach to capital management and utilizes a very specific process in identifying and ultimately investing its assets.   Kaulig Capital, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper.  Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners.     “We are very proud of the business of, Kaulig Capital, LLC and wish to share it’s vast resources to those who share our same ideals”  - Mr. Matt Kaulig.     We invite you to look further into our company, Kaulig Capital, LLC and approach us at any time. Visit us at www.kauligcapital.com or our Facebook page.
Retirement Benefits Rank
Market Competitive
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
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MOSAIC FINANCIAL GROUP
MOSAIC FINANCIAL GROUP
Mount Vernon, Ohio
1-24 employees
We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.
Retirement Benefits Rank
Market Leading
EDGETECH ANALYTICS, LLC
EDGETECH ANALYTICS, LLC
Akron, Ohio
1-24 employees
Retirement Benefits Rank
Market Laggard
BRIAN BISHOP FIN ADVISORS
BRIAN BISHOP FIN ADVISORS
Hudson, Ohio
1-24 employees
Bishop Financial Advisors is an Independent Financial Planning Firm that helps their clients achieve Financial Independence by utilizing comprehensive planning and tax strategies, cutting-edge technology and alternative investment solutions. Unlike many brokerage firms, we find true value in establishing a personal relationship based on what is most important to you and will stop at nothing to serve you with sincerity and honesty. Securities and advisory services offered through LPL Financial, member http://www.finra.org/, http://www.sipc.org/, and a Registered Investment Advisor. LPL and Bishop Financial Advisors are separate and unrelated companies.
Retirement Benefits Rank
Top Benefits
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
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