TOP 10 Accountable wealth management in Van Wert, Ohio

Capital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.

Edward Jones - Financial Advisor: Eric Hurless, CFP® is a reputable finance institution located at 1052 South Washington Street in Van Wert, Ohio, United States. As a Certified Financial Planner, Eric Hurless offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for retirement, saving for education, or building wealth, Eric Hurless and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Phillip Summersett - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which typically involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Edward Jones - Financial Advisor: Ryan J Lindemann is a reputable financial institution located at 707 Fox Road in Van Wert, Ohio, United States. With a focus on providing personalized financial planning and investment services, Ryan J Lindemann and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Ryan J Lindemann offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.

First Financial Bank & ATM, located at 1163 South Shannon Street in Van Wert, Ohio, offers a range of financial services including banking, wealth advising, and investment opportunities. With a team of dedicated Wealth Advisors, they can help assess your financial situation and provide personalized solutions. Whether you're looking to save with their competitive APY money market rate or utilize your home equity for projects, First Financial Bank has options for you. They also offer support for businesses, with lending and employee solutions tailored to your needs. Additionally, they are committed to community development, with over $1 billion in lending and investments in low- and moderate-income areas. Sign up for their emails for tips and tools to improve your financial future. Don't miss out on their special rates and promotions, including their 5-month CD special and reduced fees on Choice Checking accounts. Visit a local financial center or enroll in online banking to start maximizing your savings with First Financial Bank & ATM.

Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 120 East Ervin Road in Van Wert, Ohio, United States, offers a wide range of financial services to individuals and businesses. Evan Sutton holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Evan Sutton is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Evan Sutton can provide expert guidance and support. Contact Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, for personalized financial solutions tailored to your needs.

Edward Jones - Financial Advisor: Veronica Cuevas is a reputable finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. Veronica Cuevas is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Veronica Cuevas can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Veronica Cuevas is a trusted partner in helping clients secure their financial future.

Diller & Rice LLC is a reputable firm located at 124 East Court Street in Van Wert, Ohio, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch expertise and personalized solutions to meet our clients' needs. With a strong commitment to excellence and a track record of success, Diller & Rice LLC is a trusted partner for individuals and businesses seeking expert guidance in navigating the complexities of financial and legal matters. Contact us today to learn more about how we can assist you in achieving your goals.

Flagship is a trusted institution located at 316 West Ervin Road in Van Wert, Ohio, United States. Specializing in accounting, finance, and insurance services, Flagship is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Flagship offers expert advice and personalized services to help clients achieve their financial goals. Whether you need help with tax preparation, investment planning, or insurance coverage, Flagship is here to assist you every step of the way. Visit us today to experience the difference that Flagship can make in your financial future.

Welcome to Beth Kitson - Thrivent, your trusted partner in financial planning and investment management. Located at 1179 Westwood Drive, Van Wert, Ohio, we proudly serve clients across multiple states, including FL, IL, IN, KS, KY, MD, MI, MN, OH, and SC. With over 41 years of industry knowledge and experience, our team is dedicated to helping you clarify your financial picture and implement strategies to achieve your goals. At Beth Kitson - Thrivent, we specialize in client-centric holistic planning, focusing on maximizing your resources to ensure a secure financial future. Whether you're planning for retirement, establishing your legacy, or navigating life's unexpected turns, we are here to guide you every step of the way.

Welcome to U.S. Bank Branch, your trusted financial partner located at 818 South Shannon Street, Van Wert, Ohio. As a leading provider of banking and financial services, we are dedicated to meeting the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to guide you every step of the way. At U.S. Bank Branch, we offer a comprehensive range of services designed to help you achieve your financial goals. From personal and business banking to wealth management and investment solutions, we provide the tools and resources you need for financial success. Our commitment to exceptional customer service ensures that your banking experience is both convenient and rewarding.

Welcome to Equity Inc, your trusted financial partner located in the heart of Van Wert, Ohio. Situated at 329 Center Street, we are committed to providing exceptional financial services to individuals and businesses in our community and beyond. At Equity Inc, we understand that navigating the world of finance can be complex, which is why our team of experienced professionals is dedicated to offering personalized solutions tailored to meet your unique financial needs and goals. Whether you're seeking investment advice, financial planning, or assistance with wealth management, we are here to guide you every step of the way. Our mission is to empower you with the knowledge and tools necessary to make informed financial decisions with confidence. Visit us today and discover how Equity Inc can help you achieve financial success.

Welcome to the First Bank of Berne, conveniently located at 102 Christopher Crossing, Van Wert, Ohio 45891. As a trusted institution in the heart of Van Wert, we are proud to offer a comprehensive range of financial services designed to meet the needs of our community. Whether you're looking to manage your personal finances, secure a loan, or access our user-friendly ATM services, our dedicated team is here to provide personalized support and expert guidance every step of the way. At First Bank of Berne, we prioritize building lasting relationships with our customers, ensuring your financial well-being and success. Visit us today to experience the personalized service and commitment that have made us a staple in the Van Wert community. Your financial future starts with us.

Welcome to Woodforest National Bank, your trusted partner in banking and financial services located conveniently at 301 Towne Center Boulevard, Van Wert, Ohio. Dedicated to serving the Van Wert community, we offer a comprehensive range of financial solutions tailored to meet your personal and business needs. Our commitment to exceptional customer service and innovative banking solutions sets us apart as a leader in the industry. At Woodforest National Bank, we provide a wide array of services including personal and business checking and savings accounts, loans, credit services, and more. Our experienced team is here to assist you with personalized financial advice and support, ensuring that you achieve your financial goals with confidence.