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council members providing Medicare / Long Term Care Insurance, Annuities or Investments |
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Council members serve many areas in Ohio. Click on the area links to the right, the map above, or scroll down to find help in your area. |
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Cincinnati Area: Butler, Clermont, Clinton, Hamilton and Warren Counties
Dayton Area: Champaign, Clark, Darke, Greene, Logan, Miami, Montgomery, Preble and Shelby Counties
Lima Area: Allen, Auglaize, Hancock, Hardin, Mercer, Putnam and Van Wert Counties
Toledo Area: Defiance, Erie, Fulton, Henry, Lucas, Ottawa, Paulding, Sandusky, Williams, and Wood Counties
Columbus Area: Delaware, Fairfield, Fayette, Franklin, Licking, Madison, Pickaway and Union Counties
Akron Area: Portage, Stark, Summit and Wayne Counties
Cleveland Area: Cuyahoga, Geauga, Lake, Lorain, Medina, and Ashtabula Counties
Youngstown Area: Columbiana, Mahoning and Trumbull Counties
Southeastern Ohio: Muskingum, Perry, Morgan, Guernsey, Coshocton, Noble, Belmont, Monroe, Washington, Athens, Hocking, Meigs, Vinton, Gallia Counties
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Medicare / Long Term Care Insurance, Annuities, Investments about these services |
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Cincinnati Area: |
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Mature Strategies, LLC - Charles Locy
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Estate Planning / End-of-Life Advice, Medicaid Planning, Medicare Supplement, Advantage & Drug, and Veterans Benefits. You can reach me at (513) 509-0527
About Mature Strategies, LLC | Contact Charles Locy for Help & Information |
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Dayton Area: |
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United Christian Advisors - Tracy Goodpaster
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Medicare Consulting, Insurance Consulting, Financial Planning, and Life & Supplemental Insurance Consulting. You can reach us at (937) 823-5105
About United Christian Advisors | Contact Tracy Goodpaster for Help & Information |
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Bankers Life - Christina A Campbell
Helping my client protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way. You can reach me at (614) 942-7030
About Bankers Life | Contact Christina A Campbell for Help & Information |
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Lima Area: |
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We can provide you contact with various elder care services in the Lima Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.
Click here to Request Assistance from the Ohio Care Planning Council |
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Toledo Area: |
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We can provide you contact with various elder care services in the Toledo Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.
Click here to Request Assistance from the Ohio Care Planning Council |
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Columbus Area: |
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Bankers Life - Christina A Campbell
Helping my client protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way. You can reach me at (614) 942-7030
About Bankers Life | Contact Christina A Campbell for Help & Information |
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Akron Area: |
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Robert Hall - Affinity Advisory Network
Affinity Advisory Network is a referral partner company and local estate planning firm that comes highly recommended not only by its clients but also industry leading professionals, web sites and eldercare organizations. Robert Hall, it's President and founder had a vision to create a full service health and financial wellness facilitator with an emphasis on education for elder living. The company has many divisions with licensed financial and law professionals in every field of estate planning. It offers no cost no obligation consultations on LTC Planning, Insurance Investments, Elder Law, Medicaid Planning, Estate Preservation, Tax Planning and Home Healthcare services.
Contact: (330) 956-8586
About Robert Hall | Affinity Advisory Network |
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The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284
About the Milestone Center | Contact Dee Siegferth for Help & Information |
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SFS Associates - Ted Ratliff
As Independent agents, we work for you not the Insurance Company. We represent many fine companies in order to help you find the insurance plans that best meet your need and circumstances. Whether you are confused about your Medicare Health Plan options, planning for your Final Expenses, or planning for your Long Term Care needs, we can help. We offer most of the major Medicare Advantage and Prescription Drug Plans as well as Medicare Supplements from almost all the major companies. We also offer most of the Final Expense plans that are available as well as Funeral Trusts allowing you to prepay your funeral and protect your assets. In addition we also offer Dental, Vision Hearing plans, Critical Illness and Cancer Plans, and supplemental plan designed to pay your Medicare Advantage co-pays and deductibles. We also offer a full line of Life, Health and Annuity products. We are truly a one stop shop for all of your insurance needs. You can reach me toll free at (877) 546-7441
About SFS Associates | Contact Ted Ratliff for Help & Information |
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Cleveland Area: |
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Robert Hall - Affinity Advisory Network
Affinity Advisory Network is a referral partner company and local estate planning firm that comes highly recommended not only by its clients but also industry leading professionals, web sites and eldercare organizations. Robert Hall, it's President and founder had a vision to create a full service health and financial wellness facilitator with an emphasis on education for elder living. The company has many divisions with licensed financial and law professionals in every field of estate planning. It offers no cost no obligation consultations on LTC Planning, Insurance Investments, Elder Law, Medicaid Planning, Estate Preservation, Tax Planning and Home Healthcare services.
Contact: (330) 956-8586
About Robert Hall | Affinity Advisory Network |
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Edward Jones - Ron Dziedziak
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Continue reading...
You can reach me at (440) 716-1733
About Ron Dziedziak | Contact Ron Dziedziak for Help & Information |
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KAZ COMPANY - Kathy Hirko
KAZ Co is an independent insurance agency focused on Medicare insurance plans. We educate people to their options when they are turning 65, thinking about Medicare and/or retiring. We work with all of the major carriers, we do not charge to meet with people. If they choose to write a plan thru us, the plan pays us, they do not pay us. We are available to do presentations for groups or can meet with you on an individual basis. We have agents throughout Northeast Ohio. Feel free to give us a call to anwer any of your questions.
You can reach us at: (216) 901-9300
About KAZ COMPANY | Affinity Kathy Hirko for Help & Information |
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The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284
About the Milestone Center | Contact Dee Siegferth for Help & Information |
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Youngstown Area: |
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FOREST GREEN FINANCIAL DAVID A LaRUE, JD, CLTC
If you are financially successful, you have one GIGANTIC HOLE in your plan for retirement, and for making sure those you love and value, who depend upon you, can handle the consequences of you needing extended care-- if you have not created a specific plan to address this possibility in your overall plan. I have worked with individuals and their families, as well as their trusted advisor attorneys, investment counselors and accountants, for over twenty years. I bring up this issue because it is vital to address even if quite unpleasant to face.
You can contact us at (740) 264-4285
About FOREST GREEN FINANCIAL | Contact DAVID A LaRUE, JD, CLTC for Help & Information |
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The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284
About the Milestone Center | Contact Dee Siegferth for Help & Information |
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Southeastern Ohio: |
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FOREST GREEN FINANCIAL DAVID A LaRUE, JD, CLTC
If you are financially successful, you have one GIGANTIC HOLE in your plan for retirement, and for making sure those you love and value, who depend upon you, can handle the consequences of you needing extended care-- if you have not created a specific plan to address this possibility in your overall plan. I have worked with individuals and their families, as well as their trusted advisor attorneys, investment counselors and accountants, for over twenty years. I bring up this issue because it is vital to address even if quite unpleasant to face.
You can contact us at (740) 264-4285
About FOREST GREEN FINANCIAL | Contact DAVID A LaRUE, JD, CLTC for Help & Information |
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