Find Top-Rated Green Financial Advisors

Business Description: I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

Business Description: The Estate Planning Team, Inc. is a fee based Ohio registered fiduciary planning firm that has been helping people in the Greater Cleveland area for over 30 years. We give objective, unbiased advice & design customized, comprehensive long term plans from a big picture perspective! We help clients achieve their financial goals that gives them clarity on exactly what needs to happen with every aspect of their financial life so that they are using their assets as effectively as possible. We help show clients how decisions they make today affect future tax & financial years. Our plans include long term tax planning by making sure our clients use the opportunities in the complicated tax code & avoid future tax traps to reduce overall tax liability during lifetime & at death. We also believe a coordinated effort from client's advisers ensures that everyone involved is working together to achieve the client's goals. We also work with people's existing advisors whether it be an attorney, tax preparer or investment advisor or can refer people to our network advisors if needed. We help our clients with each step through the plan analysis, design, recommendations & implementation! Our planning fees are based on a combination of time, clients goals/needs & the planning already in place. We offer a free, no obligation consultation to determine if someone can benefit from our services. We also offer free educational classes throughout the year, visit www.financialfoodforthought.com for details. Angie's List Super Service Award won also won in 2017,2016, 2015,2014,2013 & 2011 The following is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or financial products. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Business Description: Financial Consultant, real estate investment, career coach.

Business Description: Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. As an agent for over 30 years, Marilyn has been serving the insurance and financial services needs of Northern Ohioans with a duty, a level of expertise, and a passion that are impossible to match: • Whatever your insurance needs – Auto, Fire, Life, or Health – you can depend on us to find you the best value, while making protecting what they cherish and planning for their future a personal mission. • Our agency is considered to be one of the best. We are known by our customers – and even some former customers – as a place of knowledge and help with the most simple of insurance needs, to the most complex. No matter what, we strive to make it as simple and as easy as possible • For some, insurance is a business. For us, it is an opportunity to help each and every person along their life’s journey. Each person in our office is here to help, no matter how difficult the task, to make sure that we can do all that we can to assist each customer every single day. For real value on your family insurance State Farm® – the largest Home and Auto insurer in the United States – is there. Let us be there for you! If we can be of any help, please give us a call at (440) 248-4474, stop by our office, or email me. After all, that’s what good neighbors are for!

Business Description: With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/

Business Description: We are a tax resolution firm. All services are performed in house. Staff includes CPA, Enrolled Agent and Tax Resolution Specialist. $495 retainer to start client's tax resolution case. Federally licensed, able to provide service nationwide. We also provide accounting, bookkeeping, and payroll services for businesses. Full income tax service provided for individuals and businesses. We can set up affordable payment plans as well as PPIA. We can prepare and file innocent/injured Spouse Relief. We can help you with any sales and payroll tax issues with the state.

Business Description: Matrix III Income Tax Service, LLC is a year round tax and financial firm established in Garfield Heights, Ohio in 2002. Matrix III Income Tax Service, LLC offers investment advisory and tax preparation services to individuals, small businesses, estates, and trust accounts. The firm is comprised of an association of Tax, Investment, and Legal Professionals. The teams of professionals are committed to helping individuals and small businesses save money on their taxes. They achieve this goal by utilizing established ethical tax and investment strategies identified through education, training, experience, and technology. We provide these services in a state of the art paperless working environment using a family style business model. The family style culture emphasizes our founding principles of respect, courtesy, and consideration to our clients and workforce.

Business Description: www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.

Business Description: We are a financial management company that goes the extra mile to find a solution to your debt issues.

Business Description: Additional email - info@johnsonmcclintock.com. Financing available. Off-season hours from April 21 - Monday through Friday, 8:00 AM-4:30 PM. Closed Saturday