An investment planning discussion for divorce and widowhood with BNY Mellon Wealth Management Divorce or the passing of a spouse can be the most significant life-changing events one can face, along with the added financial challenges presented…
A post-pandemic investment planning conversation with Clearstead and Bernstein Global Wealth Management The COVID-19 pandemic has brought on new financial stressors that are still impacting our world today. In this episode, our Director Mike Pappas talks with…
Ideally, investment planning involves a long time horizon – 10, 20, or even 40 years – to reap the benefits of long-term gains in the stock market. When you’re saving for buying a house, paying college tuitions,…
Investment Planning for Major Life Changes Investment planning is a lifelong activity which, for most investors, is geared to lifetime major milestones and lifecycle events. Marriage, having children, buying a home, saving for college tuition, and retirement…
An investment planning discussion for college students and young professionals with Baird Listen as Barnes Wendling Director Mike Pappas and Director of Private Wealth Management with The BCJC Group of Baird, Jerry Jarzabek, CFP, CPWA, share their…
Focus on Goals and Time Horizon Jerry Jarzabek, CFP, CPWA, Director of Private Wealth Management with The BCJC Group of Baird, recently joined us on Barnes Wendling’s “Better Business With Barnes” podcast to discuss investment planning for…
A women-focused investment planning conversation with UBS Financial Services Join us as Barnes Wendling Director Janine Iacobelli chats with Senior Wealth Strategy Associate, Emily Minnich, CFP, and Senior Vice President of Wealth Management, Damion Crannis, CFP, of…
Create a GPS Guide to Your Financial Future On our Barnes Wendling’s “Better Business With Barnes” podcast, we recently talked about the increasing interest in information about net worth that women business owners and investors are expressing…
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Christine Kloss - Controller, AT&F
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Barnes Wendling has been our company accountants for over 15 years. During this time, the business has grown exceptionally, and Barnes has kept pace, providing accurate, quality advice. Our finances are more efficient than ever, and the expense of hiring Barnes has been a definite positive add to our bottom line. I give my highest recommendation to their firm.
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Barnes Wendling has provided us guidance and recommendations that have strategically helped strengthen our business and position ourselves for growth. We needed to hire a new VP of Finance and Controller this past year, and they were instrumental in helping us find the best candidates for our company.
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We value the trust, accuracy of information, and reliability of Barnes Wendling and Mike Essenmacher personally. Mike has been instrumental as a trusted advisor on accounting, tax, and personnel issues. His advice is always accurate, and he is very reliable. His associates are also very talented.
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We value Barnes Wendling’s expertise with all things accounting so we can operate our business using our strengths and allowing them to be our experts. They have also brought me a few business sale opportunities to allow me to grow my assets.
John Gaydosh - President and Metallurgical Engineer, Ohio Metallurgical Service
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Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.
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Michelle Saylor, Former Controller, Aero Mag
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Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.
Mark A. Filippell, Western Reserve Partners
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Mark Boucher - Former Owner, Castle Heating & Air
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Trish Gleason, OMCO Holdings & Gleason Family Office
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