Search Results
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1
George Papadopoulos CPA/PFS, CFP
Columbus,
OH
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
**NAPFA Member** Client fit is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come. Our NEW CLIENT minimum portfolio size = $500,000...
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2
Carnegie Investment Council
Beachwood,
OH
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
As a truly independent investment management and planning firm, we have a rich history of providing careful and responsible management of your financial assets to reach your short and long-term goals. Our NEW CLIENT minimum portfolio size = $500,000...
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3
Abundance Technologies, Inc.
3700 Park 42 Drive
Cincinnati, OH
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4
Adviseme National Advisors
3737 Park East Drive
Beachwood, OH
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5
Altus Capital Inc.
6120 Parkland Blvd.
Mayfield Heights, OH
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6
Appalachian Capital Management LTD.
51461 Jennifer Lane
St. Clairsville, OH
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7
Asset Advisory Group Inc
4600 Mcauley Place, Ste 140
Cincinnati, OH
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8
Aurum Wealth Management Group LLC
6685 Beta Drive
Mayfield Village, OH
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9
BDG Wealth Management, LLC
155 Commerce Park Dr. Suite 2
Westerville, OH
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10
Beese, Fulmer Investment Management, Inc.
220 Market Avenue, South
Canton, OH
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11
Berno Financial Management Inc
7454 Jager Court
Cincinnati, OH
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12
Buckeye Advisors, LLC.
105 Sheffield Center
Lorain, OH
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13
Buckingham Capital Management, Inc.
6856 Loop Road
Dayton, OH
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14
Buckingham Financial Group, Inc.
6856 Loop Rd.
Dayton, OH
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15
Budros, Ruhlin & Roe, Inc.
1650 Lake Shore Dr Ste 150
Columbus, OH
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16
Burns Financial Advisors, Inc.
8903 Brecksville Road
Brecksville, OH
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17
Cambridge Financial Group, Inc.
4100 Horizons Drive, Suite 200
Columbus, OH
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18
Capital Asset Management, Inc.
445 Hutchinson Avenue, Suite 800
Columbus, OH
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19
Capital City Asset Management Group, LLC
1335 Dublin Road
Columbus, OH
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20
Capital Portfolio Advisors, Inc.
3131 S. Dixie Drive
Dayton, OH
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21
CCI Financial Group Inc
1653 Merriman Road
Akron, OH
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22
Chapman & Chapman Advisors LLC
2307 East Aurora Rd
Twinsburg, OH
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23
Chess Financial Corp
30050 Chagrin Blvd
Pepper Pike, OH
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24
Cincinnati Asset Management Inc
4350 Glendale Milford Rd, Ste 160
Cincinnati, OH
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25
Citadel Investment Advisory Inc
PO Box 600
Willoughby, OH
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
- Money Management
- Retirement Planning