Income Tax Advances near me Westerville OH

Income Tax Refunds near me

Local Companies

KV Management
(888) 534-4768
Riley House
Powell, OH
 
Mortgage Source
(614) 336-2500
425 Metro Pl N Ste 450
Dublin, OH
 
A Aa Cash Advance
(614) 890-6580
55 S High St Ste 204
Dublin, GA
 
Fifth Mortgage Lending
(614) 932-5300
3800 W Dublin Granville Rd
Dublin, GA
 
Heartland Bank
(614) 798-8818
6500 Frantz Rd
Dublin, GA
 
Liberty Savings Bank
(614) 792-7444
425 Metro Pl N
Dublin, OH
 
Nicholas Financial Inc
(614) 210-0862
6723 Dublin Center Dr
Dublin, OH
 
Commercial Bancorp Llc
(614) 734-9405
6375 Shier Rings Rd
Dublin, GA
 
Firstmerit Bank, N.A.
(614) 718-5555
7490 Sawmill Rd
Dublin, GA
 
Household Finance Corporation
(614) 799-1600
6367 Sawmill Rd
Dublin, GA
 
Cash Advance Cincinnati
(513) 685-9350
2529 Gilbert Ave
Cincinnati, OH
 
Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans

Data Provided By:
Mr. Brian D. Fenstermaker (RFC®), CFP
(614) 794-1111
2836 Jericho Pl
Delaware, OH
Company
Envision Consulting Group, LLC
Qualifications
Education: Ohio State University
Years of Experience: 15
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Business Coach, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Mr. Rik J. Saylor (RFC®)
(513) 829-8888
1241 Nilles Road
Fairfield, OH
Company
Rik Saylor Financial, Inc.
Qualifications
Education: Rik is fully licensed as a stockbroker, insurance licensed and as a financial planner. He holds insurance licenses (life, health and annuities) in Ohio, Kentucky, Indiana and Florida, as well as acheiving the following NASD licenses: Series 6, Series 7 an
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mrs. Linda R. Horn (RFC®), CEP, CSA
(513) 367-1793
9676 Dry Fork Road
Harrison, OH
Company
Capital Concepts, Inc.
Qualifications
Education: BA
Years of Experience: 25
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Business Coach, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Roberta A. Carter (RFC®), CEP, CSA, MBA
(513) 792-4067
8044 Montgomery Rd., Ste. 700
Cincinnati, OH
Company
The Retirement Choice
Qualifications
Education: University of Cincinnati, Xavier University , New York Institute of Finance and Sherwood University.
Years of Experience: 22
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided By:
Don H. Clark (RFC®), CEP
(513) 245-6100
9600 Colerain Avenue Suite 105
Cincinnati, OH
Company
Financial Educational Systems
Qualifications
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover

Data Provided By:
Mr. James F. Rudolph (RFC®), CSA
614-793-2121 x2445
485 Metro Pl #350
Dublin, OH
Company
Jim Rudolph Wealth Strategies
Qualifications
Education: United States NavyBachelors degree from The Ohio State University.
Years of Experience: 37
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Collectable Coins , Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided By:
Mr. Earl R. Borders (RFC®), CHFC, CLU, LUTCF, RHU
(614) 471-7191
1115 Daisy Ln
Heath, OH
Qualifications
Education: AA, BS, MBA
Years of Experience: 21
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, BuySell, Compensation Plans

Data Provided By:
Mr. David M. Stitt (RFC®), CEP, CFP, CHFC, CLU
(513) 424-1656
2507 North Verity Parkway
Middletown, OH
Company
Financial Planning Consultants, Inc.
Qualifications
Education: BS - Finance and BankingMiami UniversityOxford, Ohio
Years of Experience: 40
Membership
IARFC, FPA, NICEP
Services
Invoice, Estate Planning, Business Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided By:
Data Provided By:
Mr. Daniel M. Betzel (RFC®), JD
(614) 418-1742
2720 Airport Dr
Columbus, OH
Company
Money Concepts
Qualifications
Education: Juris Doctorate-The Ohio State UniversityMaster of Arts-Bowling Green State UniversityB.A.--Cedarville University
Years of Experience: 18
Membership
IARFC, FPA, Bar
Services
Invoice, Estate Planning, Portfolio Management, personal Coach, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. James F. Rudolph (RFC®), CSA
614-793-2121 x2445
485 Metro Pl #350
Dublin, OH
Company
Jim Rudolph Wealth Strategies
Qualifications
Education: United States NavyBachelors degree from The Ohio State University.
Years of Experience: 37
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Collectable Coins , Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided By:
Mr. Scott A. Lucas (RFC®), CHFC
(614) 840-9770
947 Worthington Woods Loop
Worthington, OH
Company
Lucas Financial Services, Inc.
Qualifications
Education: BS
Years of Experience: 25
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Compensation Plans

Data Provided By:
Mr. Brian D. Fenstermaker (RFC®), CFP
(614) 794-1111
2836 Jericho Pl
Delaware, OH
Company
Envision Consulting Group, LLC
Qualifications
Education: Ohio State University
Years of Experience: 15
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Business Coach, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Mr. Rob Burnette (RFC®), MBA
(614) 305-5160
PO Box 282
Lewis Center, OH
Company
Wellness Financial Advisers LLC
Qualifications
Education: BSEE (US Naval Academy), MBA (University of New Haven)
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Data Provided By: