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Showing 1 - 12 of 23 results
BUCKEYE INSURANCE GROUP
BUCKEYE INSURANCE GROUP
Piqua, Ohio
11-50 employees
Since 1879, Buckeye Insurance Group has provided quality insurance protection and excellent customer service for its independent agents and policyholders. Serving customers in Ohio, Indiana and Kansas, and offering Auto, Home, Farm, Dwelling Fire and Personal Umbrella coverage. We are proud of our heritage and reputation for delivering excellence in service and insurance knowledge. Our company is focused on being people-oriented, whether that's in our corporate office, in the field with our independent agents, or with our policyholders.
Retirement Benefits Rank
Top Benefits
LANG FINANCIAL GROUP, INC.
LANG FINANCIAL GROUP, INC.
Cincinnati, Ohio
11-50 employees
Since 1974, Lang Financial Group has provided products, advice, and services for health insurance and 401(k) retirement planning, as well as disability, long-term care, and life insurance. Lang Financial Group provides solutions and services that have made us an integral partner to more than 1,000 companies of all sizes throughout the Midwest, where we deliver insurance benefits to over 50,000 members and their families. The team of experienced, knowledgeable and certified professionals at Lang Financial Group provide assistance with all aspects of employment management administration. We listen, we educate, and we help our clients navigate the ever changing and complex insurance systems unique to their business and employee needs. Learn more about our full suite of services at: www.langgroup.com.
Retirement Benefits Rank
Market Competitive
HORAN SECURITIES, INC.
HORAN SECURITIES, INC.
Cincinnati, Ohio
11-50 employees
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.
Retirement Benefits Rank
Market Leading
PHELAN INSURANCE AGENCY, INC.
PHELAN INSURANCE AGENCY, INC.
Versailles, Ohio
11-50 employees
For over 70 years, Phelan Insurance Agency, Inc. has been providing personalized Insurance and Risk Management solutions for businesses and individuals. We proudly serve our clients from Ohio and across the Midwest. At Phelan Insurance, we are proud to represent the highest quality insurance providers to protect our clients'​ needs. Our specialties include commercial and personal insurance policies, risk management, employee benefits, and consultations. Our top priority is providing superior service to our clients that cannot be matched by any other insurance agency. Contact one of our trusted risk advisers today so they can offer protection to put your mind at ease!
Retirement Benefits Rank
Market Competitive
GRIFFIN FLETCHER & HERNDON LLP
GRIFFIN FLETCHER & HERNDON LLP
Cincinnati, Ohio
11-50 employees
 Prepared and analyzed monthly Financial Statements  Performed month end close  Administered all accounting functions for twenty joint venture companies  Posted journal entries for law firm and joint venture companies  Managed and reconciled several multi-million dollar bank accounts  Managed accounts receivable and accounts payable  Supervised yearly 1099 reporting  Calculated depreciation  Monitored employee expense reports  Implemented a Premium Only Plan, decreasing employee pre-tax income which also decreased employer-paid payroll taxes
Retirement Benefits Rank
Market Laggard
FREEMAN HEYNE TOMA LLC
FREEMAN HEYNE TOMA LLC
Blue Ash, Ohio
11-50 employees
FHT Advisors provides an independently managed source of high quality financial advice and services in which long-term, high-trust relationships are valued over all else. FHT Advisors was established under the firm belief that clients deserve and expect a highly personalized experience. Our firm is built around a heavily credentialed team of financial advisors with the experience to deliver a wide-range of customized financial management solutions, including financial planning, investment management, cash flow management, insurance planning and estate planning. As independently managed financial advisors, we answer only to our clients; so we can focus all of our time and attention on gaining a deep understanding of their personal needs and aspirations through individualized planning. We hold our advisory team to the highest educational standards, allowing our clients to feel empowered to make smarter financial decisions with both clarity and confidence. At FHT Advisors, we set out to help our clients and their families realize their ambitions for a good life, both today and in the future. Our success in accomplishing this rests on three main pillars: TRUST It is vital that our clients are comfortable with our advice and know that they can rely on us to help them navigate the constantly changing financial landscape of the market and our economy. COMMITMENT We are continually working to better ourselves, both through industry related education and professional development, enabling us to find better and more impactful solutions for our clients. CARING The relationships we build with our clients are the reason we have been so successful over the years. We strive to know our clients well, as if they were family, which ensures we always act in their best interests. Securities & Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. FHT Advisors LLC and Cetera Advisors LLC are non affiliated companies.
Retirement Benefits Rank
Top Benefits
UNITY FINANCIAL LIFE INSURANCE CO.
UNITY FINANCIAL LIFE INSURANCE CO.
Cincinnati, Ohio
11-50 employees
 Our Story Unity Financial Life Insurance Unity Financial Life Insurance Company has been serving families for over 50 years.  Founded in 1964, Unity Financial Life (UFL) has been a family owned and operated business since 2001.  UFL proudly assists families, funeral directors, and Estate Planners by providing life insurance and annuities that can be used to prefund funerals or assist in Medicaid eligibility. UFL is licensed to do business in 48 states plus the District of Columbia.  Our Home Office is in Cincinnati, OH, and our primary regulator is the  Ohio Department of Insurance. UFL has three business lines; all designed to provide consumers with products that are considered “exempt” assets in the Medicaid application process; traditional pre-need insurance used to fund funerals, single premium whole life policies assigned to an Irrevocable Funeral Trust, and Single Premium Immediate Annuities used to expedite Medicaid eligibility.
Retirement Benefits Rank
Top Benefits
LEUGERS INSURANCE AGENCY, INC.
LEUGERS INSURANCE AGENCY, INC.
Maria Stein, Ohio
11-50 employees
Leugers Insurance Agency, Inc is an independent insurance agency offering complete insurance programs for individuals and businesses, as well as a comprehensive lineup of financial services.
Retirement Benefits Rank
Market Competitive
MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC.
MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC.
Xenia, Ohio
11-50 employees
Welcome to Montgomery Insurance & Investments! We are an Independent Agency, specializing in providing customized insurance, investment planning, and tax preparation for individuals and businesses. We think you will find that we are a different breed of insurance & investments firm, and we’re confident that you will like what you see. Community. Expertise. World-Class Service. These are words we live by. Our employees are active, contributing members of Greene County, OH and surrounding counties, and most have raised families in the local area for many years. The Montgomery family itself has been in Xenia for multiple generations. Our wide breadth of experience, vast knowledge base, and ever-growing network of resources give us unbeatable expertise that sets us apart from our competitors. We are passionate about providing world-class service to each and every client, every day, in a friendly, down-to-earth way. ©2020 Montgomery Insurance & Investments (MII), Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Montgomery Insurance & Investments and its subsidiaries are separate entities. Diversification and asset allocation strategies do not assure profit or protect against losses. Eric Montgomery and Don Cain are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. They are collectively registered in the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NY, OH, PA, SC, SD, TX, VA,VT, and WI.
Retirement Benefits Rank
Market Leading
WM. G. UHL AGENCY, INC.
WM. G. UHL AGENCY, INC.
Dayton, Ohio
11-50 employees
At The Uhl Agency, our number one job is to help clients experience the peace of mind that comes from properly analyzing risk & insurance policies. If you are looking for an insurance agency to assist you with your personal or business insurance needs, please give us a call or contact us via email.
Retirement Benefits Rank
Top Benefits
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OJM GROUP, LLC
OJM GROUP, LLC
Cincinnati, Ohio
11-50 employees
People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes. We encourage you to learn more about us, connect with our firm partners here on LinkedIn, or any of our team. Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day. Offices in Arizona, Florida, New York, and Ohio DISCLOSURE: OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Retirement Benefits Rank
Market Competitive
MITCHELL INSURANCE AGENCY, INC.
MITCHELL INSURANCE AGENCY, INC.
Plain City, Ohio
11-50 employees
Mitchell Insurance Agency, Inc. offers a wide range of options for Personal, Commercial, Life and Health insurance. Our goal at Mitchell Insurance is to provide a high level of personal service at a competitive price. Let us be the only agency for all your insurance needs. Contact us today!
Retirement Benefits Rank
Below Market