Jonathan Brimley
2498 Bluestone Drive, Findlay, OH 45840
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Jonathan Brimley is a finance institution located at 2498 Bluestone Drive, Findlay, Ohio, United States. Specializing in securities registered in multiple states, including AL, CO, FL, GA, ID, IL, IN, KY, LA, MI, NV, NY, NC, OH, OR, SC, SD, TN, and TX, with Securities Designations as AIF® Accredited Investment Fiduciary.
At Jonathan Brimley, we take the time to understand your personal and financial circumstances to create a customized plan tailored to your goals and dreams. Whether you're planning for retirement, college education, estate planning, or insurance needs, our team of experts led by Jonathan and Curtis will evaluate your current situation and provide recommendations to maximize your success.
Our services include Goals-Based Financial Planning, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Retirement Plans, and Tax Plans. We also offer a variety of investment options such as 529 Plans, Bonds, Brokerage Accounts, Common Stock, Educational IRA, Fixed Annuities, Roth IRA, SEP IRA, Simple IRA, Traditional IRA, and Variable Annuities. Additionally, we provide Buy/Sell Insurance, Disability Income Insurance, Life Insurance, and Long-Term-Care Insurance.
As a member of Osaic Wealth, Inc., we are committed to providing top-notch securities and investment advisory services to clients in various states across the country. Please note that the information provided is for informational purposes only, and we recommend consulting with our team to create a comprehensive financial plan that suits your needs.
Reviews
People Also Viewed
-
Jackson Hewitt Tax Service1051 Tiffin Ave Suite C, Findlay, OH 45840, United States
-
Western & Southern Life Insurance Company1000 E Main Cross St STE 103, Findlay, OH 45840, United States
-
PrimericaFindlay, OH 45840, United States
-
Benefit Strategies Agency655 Fox Run Rd, Findlay, OH 45840, United States
-
Northwestern Mutual - Findlay630 S Main St, Findlay, OH 45840, United States
-
Northwestern Mutual - Chase Barnes630 S Main St, Findlay, OH 45840, United States
-
Reineke John630 S Main St, Findlay, OH 45840, United States
-
Adam Walls: Primerica - Financial Services1318 N Main St, Findlay, OH 45840, United States
-
Christy Insurance1230 E Sandusky St #6447, Findlay, OH 45840, United States
-
Richard Bornhorst - Prudential Financial655 Fox Run Rd Suite B, Findlay, OH 45840, United States
-
Jason Elchert2498 Bluestone Dr Suite A, Findlay, OH 45840, United States
-
Reineke & Roush Financial Planning Group - Northwestern Mutual630 S Main St, Findlay, OH 45840, United States
-
Genworth Financial2400 Park St, Findlay, OH 45840, United States
-
MassMutual Ohio7057 Shadow Ridge Rd, Findlay, OH 45840, United States
-
Financial Design Group655 Fox Run Rd STE N, Findlay, OH 45840, United States
-
Skylight Financial Group7057 Shadow Ridge Rd, Findlay, OH 45840, United States
-
Curtis Frisch2498 Bluestone Dr Suite A, Findlay, OH 45840, United States
-
Aaron Roush, CLU, ChFC, CFP - Wealth Management Advisor630 S Main St, Findlay, OH 45840, United States
-
Wayne Peck2498 Bluestone Dr, Findlay, OH 45840, United States
-
Resolute Wealth Advisor1100 E Main Cross St #157, Findlay, OH 45840, United States
-
Golden Reserve321 S Main St, Findlay, OH 45840, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- 401K Planning
- 403B Planning
- 529 Plans
- Bonds
- Brokerage Accounts
- Buy Sell Insurance
- College Plans
- Common Stock
- Disability Income Insurance
- Estate Planning
- Finance Institution
- Financial Planning Services
- Fixed Annuities
- Goals Based Financial Planning
- Insurance Needs
- Investment Advisory Services
- Investment Fiduciary
- Life Insurance
- Long Term Care Insurance
- Retirement Planning
- Roth Ira
- Securities Registered
- Sep Ira
- Simple Ira
- Tax Planning
- Traditional Ira
- Variable Annuities
List of local businesses, places and services in Ohio
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos