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    COA Is a Benefits Enrollment Center
    Opioid misuse and mental health concerns in older adults
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    • Annual Reports
  • Service Providers Service Providers
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    • Requests for Proposals (RFPs)
    • Be a paid caregiver through Participant Directed Care
    Overview
    PASSPORT & Assisted Living
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    Elderly Services Program
    • Current ESP Provider Information
    Title III, Senior Community Services & Alzheimer State Funds
    • Information for Current Title III Providers
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    Clinton County Senior Services Grant
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    • Transitional Care
      • FastTrack Home
    • Senior Utility and Home Repair Assistance Programs
    • Aging and Disability Resource Center
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      • Health & Wellness Workshops
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    • Opioid misuse and mental health concerns in older adults
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      • Annual Reports
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      • Requests for Proposals (RFPs)
      • Be a paid caregiver through Participant Directed Care
    • Overview
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      • Prospective Provider Information
      • Current PASSPORT Provider Information
    • Elderly Services Program
      • Current ESP Provider Information
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      • Information for Current Title III Providers
    • Service Provider Trainings
    • Clinton County Senior Services Grant
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Home > Resource Directory > Resource Directory Results

Resource Directory Results

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                    [value] => Financial Planners
                )

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Resource Directory Results

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Categories: Home, Care Options and Resources, Finances and Insurance, Financial Planning, Financial Planners

How to Print your Search Results

To Print a Single Resource – Click the “Print Resource” link within the resource listing to view a printer-friendly page. When the page opens, right-click within the page and select “Print”.
To Print Multiple Resources – First, select specific resources for your list by checking the “Add to List” box next to each resource. Or, to print all the resources shown on the page, check the “Add All To Print List” box. Next, click “Print List” to generate a printer-friendly PDF document. You can then print the document or save it to your computer.
NOTE: Remember to print your list before you leave this page. Checked items will be lost if you leave this page.

Financial Planners

There are several professional associations of financial planners with codes that members are expected to uphold. You can contact them for referrals to planners in your area, or you can use the resources in this section to obtain helpful information about financial matters and a listing of Certified Financial Planners (CFP) in your area.


Back To: Financial Planning
   7 resources found
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Certified Financial Planner
1425 K Street NW #800
Washington DC 20005
Phone: 202-379-2200
mail@cfpboard.org
http://www.letsmakeaplan.org

Area(s) Served:
Nationwide

Contract Provider:

Description:

A Web site that helps you understand the importance of financial planning, provides resources and tips to get started, and helps you find a certified financial planner in your area. 


Print Resource

Financial Planning Association
1290 Broadway
Denver 80203
Phone: 303-759-4900
info@onefpa.org
http://www.fpanet.org

Area(s) Served:
Nationwide

Contract Provider:
Not Applicable

Description:

Provides information and consumer referrals for a Certified Financial Planners. This site also offers many helpful articles regarding the financial aspect of caring for loved ones.


Print Resource

Independent Solutions
4540 St. Andrews Court
Middletown Ohio 45042
Phone: 513.318.8157

Area(s) Served:

Contract Provider:

Description:

Independent Solutions is locally owned; therefore, our Senior Care Advisors know the community and can help our client find the appropriate short and/or long-term living & care options and resources based on their preferences and requirements.  Our advisors listen to the client to gain an understanding of their needs; physical, emotional, social, financial and geographical preferences. They understand that any decision about alternative living is difficult and stand ready to lessen the confusion and frustration for the client and their loved ones.  


Print Resource

KinshipOhio
222 East Central Parkway
Cincinnati Ohio 45202
Phone: (877) 302-2347

https://www.pcsao.org/programs/kinship

Area(s) Served:
Butler County,
Clermont County,
Clinton County,
Greene County,
Hamilton County,
Montgomery County,
Statewide,
Warren County

Contract Provider:
Not Applicable

Description:

A Web site featuring kinship resources for Ohio "kin caregivers."   The Web site is hosted by Public Children Services Association of Ohio. For more information regarding available services and County contacts download the Ohio Kinship Care GuideBook: http://www.odjfs.state.oh.us/forms/num/JFS%2008146/pdf/

This site provides a broad continuum of family arrangements and governmental support for when a child is placed out of the parents’ home. Arrangements range from informal to judicially ordered. Families may qualify for additional benefits. To learn more, contact your local Ohio Kinship and Adoption Navigator Program toll-free at 1-844-OHIO-KAN. A navigator can direct both kin and adoptive families to benefits available through the county Department of Job and Family Services (JFS) and online at Benefits.Ohio.gov. Resources can also be obtained through the Ohio Benefit Bank.

 
 
 


Print Resource

National Association of Personal Financial Advisors
8700 W. Bryn Mawr Avenue
Chicago IL 60631
Phone: 847-483-5400
info@napfa.org
http://www.napfa.org

Area(s) Served:
Nationwide

Contract Provider:
Not Applicable

Description:

Provides financial information and consumer referral for a NAPFA Certified Financial Professionals


Print Resource

Ohio Department of Commerce
77 South High Street
Columbus 43215
Phone: 614-644-7381
securitiesgeneral.questions@com.state.oh.us
http://www.com.ohio.gov

Area(s) Served:
Statewide

Contract Provider:
Not Applicable

Description:

Oversees the securities marketplace in Ohio. Responsible for providing investor protection and enhancing capital formation by administering and enforcing the Ohio Securities Act. File a complaint on line or use the hotline.


Print Resource

Society of Financial Service Professionals
3803 West Chester Pike
Newtown Square PA 19073
Phone: 610-526-2500

http://www.financialpro.org

Area(s) Served:
Nationwide

Contract Provider:
Not Applicable

Description:

Provides financial information and consumer referrals for Financial Service Professionals.


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