Business Tax Accountants Westerville OH

Welcome to the GlobalBx Local Pages. Here you can find local information about Business Tax Accountants in Westerville, OH. We have compiled a list of businesses and services around Westerville, including Tax Preparation that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Tax Preparers in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

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:
Carl Zimmerman
5650 Blazer Parkway.
Dublin, OH
Company
Company: Zimmerman Advisory Group, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
The Ohio State University/ B.S. Economics
Ashland University/Masters
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Success

Data Provided By:
Fred Abbott
3110 Royal Dornoch Circle
Delaware, OH
Company
Title: CLU, CFP
Company: Abbott Financial Services, LLC
Type
Investment Advisor Rep: Yes
Education
BSEE Ohio Northern University
MBA Ohio University
Years Experience
Years Experience: 19
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Robert Haller, Dena Haller-Russell, Jeffrey Brooks
3769 Columbus Pike
Delaware, OH
Company
Title: Investment Representatives
Company: Haller Financial Services, Inc.
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Bob Haller, Lincoln Christian College, Honors, Ministerial
Dena Russell, Purdue University, Degrees in Psychology & Supervision
Jeff Brooks, Wright State University, BA Marketing
Years Experience
Years Experience: 28
Service
Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning

Data Provided By:
Jackson Hewitt
(614) 436-1040
3393 Cleveland Ave
Columbus, OH

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:
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. 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:
Jackson Hewitt
(614) 436-1040
4412 Cleveland Avenue
Columbus, OH

Data Provided By:
Liberty Tax Service
(866) 871-1040
3433 Cleveland Ave
Columbus, OH

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