32 results
Retirement Planning Services near Columbus, OH · nearest first
Nothing within 25 mi of Columbus, OH. Showing the nearest 32.
We are a local family owned independent insurance agency representing multiple insurance companies. The agency was founded in 1980 by Gary Garlesky, CLU, and is licensed to do business in both the State’s of Ohio and Georgia. The Garlesky Insurance Agency, LLC was built by Gary from the ground up through hard work and dedication and many referrals along the way. Aaron Rogers joined our team as an associate agent back in 2008 and as of February of 2022 has taken on the role of Principal Agent. He continues to provide our customers superior service and product knowledge in multiple lines of insurance. We welcomed Angela Post to the team in June of 2024, she currently is assisting with policy changes, billing inquires, certificate requests, policy reviews and more. We value our clients and their referrals and look forward to continuing the relationships that have been ongoing for over 45 years as well as creating new ones. We sell and service all the insurance products that most people and businesses need including; Home, Auto, Life, Business Insurance, IRA’s, Annuities, Mutual funds and 401(k)’s.
Insurance · 113.3 mi · Cuyahoga Falls, OH
We are a local Faith Based Insurance Agency that carries the big national brand behind us. Our agency specializes in Auto, Home, Life, Health Supplements and Financial Planning Services. We have locations in both Botetourt County and Roanoke County Virginia.
Insurance · 241.8 mi · Daleville, VA
I’m a Registered Social Security Analyst (RSSA®) and life insurance broker providing faith-based retirement and financial services rooted in integrity, compassion, and biblical stewardship. I specialize in Social Security analysis, retirement income, Medicare & Medicaid, life insurance, annuities, and legacy services, helping individuals and families make confident financial decisions for their future. I am licensed in most states.
Financial Advising · 263 mi · Serves nationwide · Winchester, VA
Mike Fernandez State Farm proudly serves New Lenox and surrounding communities throughout Illinois, Indiana, and Wisconsin. With nearly 30 years of insurance and financial services experience, Mike and his team take an education-first approach to helping individuals, families, and businesses protect what matters most. As a U.S. Air Force veteran and New Lenox resident, Mike is committed to personalized service and building lasting relationships. We offer Auto, Home, Renters, Life, Business, Motorcycle, Boat, Umbrella Insurance, and more. Whether you’re reviewing your current coverage or looking for a new insurance provider, contact Mike Fernandez State Farm today for a personalized quote and coverage review.
Insurance · 279.3 mi · New Lenox, IL
God driven and mission driven conglomerate of companies serving our community with Godly purpose, intentions and great results in Automotive, Business Development, Construction, Financial Services and Real Estate Services with Kingdom vision and multiple solutions for our clients!
General Contractors · 302.3 mi · Serves nationwide · Sterling, VA
Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning
Financial Advising · 317.9 mi · Serves nationwide · Dumfries, VA
I help individuals, families, and business owners build strategies to protect what they’ve worked for and prepare for the future. I focus on retirement planning, wealth accumulation, life and disability protection, long-term care, employee benefits, and business planning. My approach is education-focused—I help clients understand their options and develop financial strategies based on their unique goals and needs. I provide insight on budgeting and debt management.
Financial Advising · 322.2 mi · Serves nationwide · Hendersonville, NC
I work with individuals, families, and business owners to create personalized financial strategies that help protect their assets, build wealth, and prepare for the future. Areas of focus include retirement planning, life and disability insurance, long-term care, employee benefits, business planning, and financial wellness. My role is to educate and guide clients so they can make informed decisions that support their unique goals and priorities.
Financial Advising · 336.7 mi · Serves nationwide · Wauwatosa, WI
Taxe preparation, tax strategy, and financial services for individuals and businesses. We provide financial education and empower you build and grow your wealth. Services include, financial needs analysis, life insurance, retirement planning, legal protection, bookkeeping, tax strategy, real estate taxes, among other.
Financial Advising · 344.9 mi · Serves nationwide · Baltimore, MD
StewardWell Wealth Partners is an independent Registered Investment Advisory firm in Franklin, Tennessee, built on stewardship, not salesmanship. Using their proprietary CLIMB Method, they start with your life goals - not a model portfolio - and build an ongoing plan around them. StewardWell serves affluent retirees, business owners planning an exit, values-driven professionals, and Christian creatives with irregular income, always as a fiduciary.
Financial Advising · 352 mi · Serves nationwide · Franklin, TN
Faith Based Financial Planning Firm.
Financial Advising · 352.5 mi · Serves nationwide · Spartanburg, SC
Alison M. Eddings, CPA helps small business owners and individuals legally reduce taxes, avoid costly mistakes, and keep more of what they earn. As a seasoned CPA specializing in tax planning, IRS compliance, and business strategy, she goes beyond tax prep — she creates year-round solutions tailored to your goals. Whether you need tax minimization strategies, guidance on the latest IRS rules, or support during an audit, Alison puts you in control of your financial future. Serving clients nationwide with personalized, plain-English advice you can trust.
Accountants · 356.4 mi · Serves nationwide · Charlotte, NC
Life and health insurance, legal & financial services with a personal touch!
Debt Relief Services · 380.2 mi · Serves nationwide · Lansford, PA
We are an educational based financial services company helping people with inheritances, retirement and the new kind of life insurance you don't have to doors to use.
Insurance · 414.1 mi · Serves nationwide · Suffolk, VA
Wealth management and financial guidance for individuals, families, trusts, non-profits, and small businesses. Personalized investment management to help you achieve your goals. Fiduciary.
Financial Advising · 417.8 mi · Serves nationwide · Ivyland, PA
As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.
Financial Advising · 419.7 mi · Serves nationwide · Lawrenceville, GA
Genesis Wealth Advisor Group, LLC is an independent fiduciary financial planning and wealth management firm in Marlton, NJ, serving individuals, families, and business owners across multiple states. Founded on Scott Jones’s Christian faith and commitment to stewardship, we operate with relationships first, service before self, and integrity even when no one is watching. Our planning is values‑based and client‑centered: we start by understanding what matters most to you and then design retirement, tax, estate, and wealth strategies that reflect your priorities and beliefs, whether or not they are explicitly faith‑based.
Financial Advising · 427.8 mi · Serves nationwide · Marlton, NJ
We specialize in helping successful business owners and high net worth professionals significantly reduce their tax. Jesus told us to "pay unto Caesar what is Caesar's." Unfortunately, too many are paying Caesar MORE than he's asking for. We can help. We have saved our clients over $150 million in taxes during the past two years alone. We've been doing this for over 30 years and partner with CPAs, tax professionals and financial advisors. We have shared our ideas with thousands of financial professionals. If you feel the burden of taxes, contact us. I am the founder and you can reach me at michael@reignstormgroup.com.
Financial Advising · 461.7 mi · Serves nationwide · Warwick, NY
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. MassMutual refers to Massachusetts Mutual Life Insurance Company.
Financial Advising · 481.7 mi · New York, NY
Christian financial advisor helping individuals, families, and business owners build financial confidence through personalized retirement, investment, insurance, and legacy planning. Committed to serving with integrity, wisdom, and a faith-centered approach.
Financial Coaching · 507.5 mi · Serves nationwide · Melville, NY
Driven by faith and the principle of sound stewardship, Revolution Financial Management equips families and entrepreneurs to build a lasting legacy. We provide complimentary, personalized strategies to eliminate debt, build tax-free wealth, protect your income, and plan for retirement. For us, financial education is the foundation of true freedom. We go beyond products to deliver the leadership, strategies, resources and purpose-driven guidance you need to take ownership of your future and multiply your impact for generations to come.
Financial Coaching · 523.2 mi · Serves nationwide · Bohemia, NY
At Empowered Legacy Co., we are committed to developing financially confident leaders who take ownership of their future and build wealth with purpose. Through strategic financial education, mentorship, and income-building opportunities, we empower individuals and families to create lasting generational impact. Our mission is to transform ambition into legacy by equipping people with the knowledge, mindset, and leadership skills needed to achieve financial confidence and long-term success. We believe true wealth extends beyond income—it creates opportunities, strengthens families, and leaves a lasting legacy for generations to come.
Financial Advising · 540 mi · Vardaman , MS
The first thing that I do is educate people about estate planning. Then if it makes sense, I help them put a will and trust into place. I help famiies to avoid probate, which can be a disaster---and to pass their legacy on to their family and any ministries they wish to support.
Financial Advising · 568.3 mi · Serves nationwide · Des Moines, IA
Tax Preparation & Bookkeeping Business Coaching Retirement Planning
Bookkeepers · 594.2 mi · Marlborough, NH
Full service health and wealth planning firm to include Medicare, ACA, estate planning, and retirement planning.
Financial Advising · 694.7 mi · Serves nationwide · St. Augustine, FL
Patrick Jackson is an Oklahoma Farm Bureau Insurance agent and financial advisor serving families, farmers, ranchers, and small businesses throughout Southeast Oklahoma. I help clients protect what they’ve built through home, auto, farm & ranch, commercial, and life insurance, while also helping families plan for the future through retirement and investment services. My goal is to provide straightforward, relationship-focused guidance while conducting business in a way that reflects my Christian faith and values.
Insurance · 817.8 mi · Atoka, OK
Blessed Wealth is a faith-based financial services firm, specializing in Retirement Planning, Wealth Solutions, and Insurance Planning. Our goal is to honor God in everything we do, while helping our clients reach their goals.
Financial Advising · 829.8 mi · Serves nationwide · Tampa, FL
At Proverbs & Purpose Financial, Bruce Parmenter, CKA®, provides financial guidance rooted in biblical stewardship and the belief that financial decisions should reflect your faith and values. As a Certified Kingdom Advisor® (CKA®), his approach to wealth management emphasizes wisdom over speculation, purpose over performance, and understanding not just how your money grows, but where it is invested and what it ultimately supports.
Financial Advising · 830.2 mi · Serves nationwide · Lakeland, FL
East Coast Tax and Financial Planning helps individuals and families in Vero Beach and throughout the Treasure Coast make more coordinated decisions about retirement, investments, income, and taxes. Led by Danny Howes, EA, RFC, the firm specializes in retirement-focused financial planning, wealth management, investment management, retirement income strategies, annuities, Social Security planning, Roth conversions, required minimum distributions, and tax-aware retirement planning. Our approach is designed to bring the financial and tax sides of retirement together, so clients can better understand how each decision may affect the bigger picture. We work closely with retirees, pre-retirees, and others seeking thoughtful, personalized guidance rather than one-size-fits-all financial advice.
Financial Advising · 864 mi · Vero Beach, FL
MRA Advisory Group is an independent wealth management and financial planning firm dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth with confidence. We beleive that every financial decision is connected. We provide personalized investment management, retirement planning, tax-efficient strategies, estate planning coordination, and fiduciary advice through long-term relationships focused on each client’s unique goals and values.
Financial Advising · 872.6 mi · Serves nationwide · Sarasota, FL
Professionals & Retirees often face complex income structures, concentrated equity positions, and growing tax exposure as assets increase. Our focus is helping to improve tax efficiency, income structure, and portfolio management.
Financial Advising · 889.3 mi · Venice, FL
Full service company providing payroll, bookkeeping, tax prep, tax advisory and tax representation before the Internal Revenue Service. Offering will and trust preparation as part of our overall estate planning.
Accountants · 903.3 mi · Serves nationwide · Palestine, TX