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Showing 1 - 11 of 11 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
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
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
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
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
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
Market Leading
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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
RESOLUTE WEALTH ADVISOR, INC.
RESOLUTE WEALTH ADVISOR, INC.
Findlay, Ohio
1-24 employees
A trusted advisor. At Resolute, this is who we are. We achieve our clients’ trust not just in the scrutiny that we place on each customized plan, but in the deep expertise and client engagement that we offer. It is our goal to construct a wealth management plan that provides our clients confidence in and ownership of their respective financial futures. Mutual respect is the foundation of our advisory relationship and the springboard for adding value, not just to our clients’ portfolios, but to their lives. We appreciate each client’s story and aspirations, their challenges and concerns, and build a mutual commitment to achieving their goals. We instill confidence by providing our clients transparency and reliability via sophisticated portfolio access and strategy input. We understand that our clients’ needs and aspirations evolve. We evolve with them. Every plan is structured in the root of a client’s priorities and customized toward their individual goals while remaining flexible enough to grow with the client.
Retirement Benefits Rank
Market Competitive
RAMSIER FINANCIAL SERVICES INC.
RAMSIER FINANCIAL SERVICES INC.
Smithville, Ohio
1-24 employees
We are an independent financial services firm located in Smithville, Ohio. Our current client base is primarily Wayne and Medina counties, but we have been privileged to work with select families across the United States. We work hard to help organize and simplify our clients financial lives and to help clients make sound financial decisions over their lifetime. We desire long term rewarding relationships and want to be our clients primary source of financial information when issues arise. With three securities registered representatives and three support staff members, we have the flexibility to offer a broad range of financial services while maintaining the personal touch of our small town community. Our business is based on the Golden Rule - Do unto others as you would have them do unto you! Registered representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Retirement Benefits Rank
Market Leading
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
TURNING POINT WEALTH
TURNING POINT WEALTH
Westlake, Ohio
1-24 employees
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Turning Point Wealth are not affiliated.The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 216-417-3734. This email service may not be monitored, or after normal business hours.When Representatives change broker-dealers, FINRA’s rule 2273 requires that an educational communication be delivered to clients regarding the transfer of their assets and the impacts of the change. Information to consider when your representative changes firms: FINRA 2273 Brochure
Retirement Benefits Rank
Market Laggard