TOP 30 Audit services in Bowling Green, Ohio
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Mary Davenport-Yant - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMary Davenport-Yant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1234 Ridgewood Drive in Bowling Green, Ohio, United States. Mary holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Mary is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals. With a focus on ethical practices and ongoing education, Mary is committed to helping her clients make informed decisions about their finances.
1234 Ridgewood Dr Ste B, Bowling Green, OH 43402, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 980 West Poe Road in Bowling Green, Ohio, United States. With a focus on providing comprehensive financial services to clients, Raymond James offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing top-notch service and support.
980 W Poe Rd #9, Bowling Green, OH 43402, United States -
Ruthann Montaine - Ameriprise Financial Services, Inc.
● ClosedRuthann Montaine - Ameriprise Financial Services, Inc. is a finance institution located at 1234 Ridgewood Drive in Bowling Green, Ohio, United States. If you're looking to secure a more confident financial future, consider setting up a complimentary initial consultation with us. Our initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. As a registered investment adviser, we offer investment advisory products and services through Ameriprise Financial Services, LLC. Securities are also offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. John R Lung, our advisor, is registered in specific states for conducting securities business. We cannot guarantee future financial results, but we are dedicated to helping you achieve your financial goals. Your referrals are appreciated, and we will reach out to them soon. Feel free to inform them in advance. Thank you for considering Ruthann Montaine - Ameriprise Financial Services, Inc. for your financial needs.
1234 Ridgewood Dr c, Bowling Green, OH 43402, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 7600 Kings Pointe Road in Toledo, Ohio, is a trusted finance institution that offers reliable advice and steadfast support to help clients achieve lasting peace of mind. Specializing in helping clients make intentional decisions for generational wealth, their team of advisors acts as a voice of reason to guide clients through their financial journey. With a focus on providing attentive, personal service, Raymond James Financial Services takes a holistic approach to wealth management, crafting comprehensive plans that address all aspects of a client's financial world. Leveraging cutting-edge technology and world-class resources, they deliver a next-level planning experience that helps clients navigate the complexities of wealth management with confidence.
7600 Kings Pointe Rd, Toledo, OH 43617, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 131 West Gypsy Lane Road in Bowling Green, Ohio, United States offers a variety of tax services to help you get your biggest refund. While our tax advance loans have ended this year, our Tax Pros are still available to assist you with your tax preparation needs. Whether you prefer in-person appointments, drop-off services, or help with IRS letters, we have you covered. Our location within Walmart allows you to conveniently take care of your taxes while shopping. Book an appointment online or give us a call to reserve time with one of our expert Tax Pros. Trust Jackson Hewitt to maximize your refund and ensure that every dollar matters.
131 W Gypsy Lane Rd, Bowling Green, OH 43402, United States -
Coburn Bookkeeping & Tax Service
● ClosedCoburn Bookkeeping & Tax Service is a reputable accounting and finance institution located at 315 Parkview Drive in Bowling Green, Ohio, United States. With years of experience in the industry, our team of experts provides top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, our dedicated staff is here to assist you every step of the way. Trust Coburn Bookkeeping & Tax Service for all your accounting needs.
315 Parkview Dr #180, Bowling Green, OH 43402, United States -
Huffine Software Consulting Services
● ClosedHuffine Software Consulting Services is a reputable institution located in Bowling Green, Ohio, United States. Specializing in accounting and finance, they offer expert consulting services to help businesses streamline their financial processes and maximize their profitability. With a team of experienced professionals, Huffine Software Consulting Services is dedicated to providing top-notch solutions tailored to meet the unique needs of each client. Whether you are looking to improve your financial reporting, budgeting, or tax planning, you can trust Huffine Software Consulting Services to deliver exceptional results.
Bowling Green, OH 43402, United States -
Lockbox Services LLC
● OpenLockbox Services LLC is a trusted accounting and finance institution located at 1480 East Wooster Street in Bowling Green, Ohio, United States. With a team of experienced professionals, we specialize in providing secure and efficient lockbox services to help businesses streamline their payment processing. Our state-of-the-art facility ensures that all payments are processed accurately and on time, allowing our clients to focus on their core business activities. Trust Lockbox Services LLC for all your accounting and finance needs.
1480 E Wooster St, Bowling Green, OH 43402, United States -
Bowling Green Income Tax Office
● ClosedThe Bowling Green Income Tax Office is a local government office located at 305 North Main Street in Bowling Green, Ohio. This institution specializes in accounting and finance services related to income tax for residents of the area. Whether you need assistance with filing your taxes, understanding tax laws, or resolving tax issues, the knowledgeable staff at the Bowling Green Income Tax Office is here to help. Visit us today for expert guidance and support with all your income tax needs.
305 N Main St, Bowling Green, OH 43402, United States -
Moore Musical Arts Center
● OpenThe Moore Musical Arts Center, located at 420 Willard Drive in Bowling Green, Ohio, is home to an exceptional collegiate music program. Graduates of this institution go on to become professional educators, performers, and scholars in the field of music. With a community of nearly 500 music students, both undergraduate and graduate students have the opportunity to form lasting connections with peers and faculty. The College of Musical Arts presents over 600 public events each year, serving as a major cultural resource for the campus and northwest Ohio. The institution also boasts a strong track record of job placement for music education graduates from 2017-2019, with partnerships that offer experiential learning opportunities.
Moore Musical Arts Center, 1031, 420 Willard Dr, Bowling Green, OH 43403, United States -
Pat Paule
● ClosedPat Paule is a finance, health, and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Patrick Paule has been with Savage and Associates since 1997, serving over 1,200 employees from nearly 50 employers as an employee benefit consultant. With expertise in healthcare reform, Patrick works closely with clients to understand their needs and goals, developing comprehensive benefits strategies that add value for both the company and its employees. Services offered by Pat Paule include risk analysis, data analytics, plan review, insurer and vendor relationships, and financial analysis for employers. Value-added services for employees include benefits communication, enrollment tools, financial wellness opportunities, claims support, and physical wellness plans. Patrick holds a Bachelor of Science degree in marketing and management and is licensed in life and health insurance.
1224 W Wooster St, Bowling Green, OH 43402, United States -
First Insurance Group
● ClosedFirst Insurance Group is a trusted financial institution located at 414 East Wooster Street in Bowling Green, Ohio. As a full-service bank, we offer a wide range of services including ATM access, insurance, and financial planning. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of our customers. Visit us today to experience the convenience and expertise that First Insurance Group has to offer.
414 E Wooster St, Bowling Green, OH 43402, United States -
Snyder Financial Management, LLC
● ClosedSnyder Financial Management, LLC is a reputable finance and insurance agency located at 1302 Brim Road in Bowling Green, Ohio, United States. With a dedicated team of experienced professionals, we provide expert financial planning and insurance services to help our clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or protect your assets, Snyder Financial Management, LLC is committed to providing personalized solutions tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial security.
1302 Brim Rd Suite 1, Bowling Green, OH 43402, United States -
Carleton "Holly" Hollister
● ClosedCarleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Ryan Dauterman
● ClosedRyan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Miles Ahead Financial Coaching
● ClosedMiles Ahead Financial Coaching is a leading institution located at 1135 South Main Street in Bowling Green, Ohio, United States. Specializing in finance, our expert coaches provide personalized guidance and support to help individuals and businesses achieve their financial goals. Whether you're looking to improve your budgeting skills, invest wisely, or plan for the future, our team is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
1135 S Main St #1036, Bowling Green, OH 43402, United States -
Bob Koenigbauer
● ClosedBob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Lincoln Boyle
● ClosedLincoln Boyle is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Lincoln, a former member of the U.S. armed forces, specializes in individual wealth management and retirement plan services for corporations. He graduated from Bowling Green State University in 2005 and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). Securities registered in FL, GA, IN, MI, OH, SC, WI. Lincoln, along with his wife Emily and son Barrett, reside in Perrysburg and enjoy traveling and the outdoors. The institution is affiliated with Savage and Associates, Inc., and offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. They offer securities in various states across the United States. Please note that when visiting external websites linked to this institution, the completeness and accuracy of information provided there cannot be guaranteed.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Tom Lindsay
● ClosedTom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Steve Howard
● ClosedSteve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Dennis Rife
● ClosedDennis Rife is a finance professional located at 655 Beaver Creek Circle in Maumee, Ohio, United States. He has been with Savage and Associates since 1993, working with business professionals and teachers to plan for their retirements and children's college education. Dennis holds a Bachelor of Science degree in Business Administration with a specialization in Finance from Bowling Green State University. He is also a Deacon in the Catholic Church and is pursuing a Masters of Theology at Lourdes University. Securities registered in multiple states, Dennis and his wife Jeannie live in Holland, Ohio with their four children. In his free time, Dennis enjoys golfing, coaching various sports, and supporting the community. Savage and Associates, Inc. offers securities and investment advisory services through Osaic Wealth, Inc., with services available in numerous states.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Best Fit CPA
● ClosedBest Fit CPA is a top-rated accounting firm located at 500 Lehman Avenue in Bowling Green, Ohio. Our team of experienced CPAs provides a wide range of services to meet the financial needs of individuals and businesses alike. From tax preparation and planning to bookkeeping and consulting, we are dedicated to finding the best fit solutions for our clients. With a commitment to excellence and personalized service, Best Fit CPA is the trusted choice for all your accounting needs.
500 Lehman Ave, Bowling Green, OH 43402, United States -
James H Miles & Co: Miles James H CPA
● OpenJames H Miles & Co: Miles James H CPA is a trusted accounting and finance institution located at 320 West Gypsy Lane Road in Bowling Green, Ohio, United States. With years of experience and expertise in the field, James H Miles & Co offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust James H Miles & Co to help you navigate the complexities of financial management and achieve your goals with confidence.
320 W Gypsy Lane Rd C, Bowling Green, OH 43402, United States -
Petkwitz & Ketner, Inc.
● ClosedPetkwitz & Ketner, Inc. is an accounting and finance institution located at 725 Haskins Road in Bowling Green, Ohio, United States. As of November 5, 2020, the business has been sold to Dudley Singer, CPA of S&S CPA. Dudley, a BGSU graduate with a Master's Degree in Accounting and over 10 years of experience in public accounting, now offers tax preparation, consulting, financial statement preparation, bookkeeping, and payroll services at the same location. Former clients can expect the same high-quality service from Dudley as they received from Petkwitz & Ketner, Inc. Thank you for your past business. Darlene D Petkwitz and Mary Jo Ketner.
725 Haskins Rd, Bowling Green, OH 43402, United States -
William Vaughan Company
● ClosedThe William Vaughan Company is a leading accounting and finance institution located at 175 East Washington Street in Bowling Green, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
175 E Washington St, Bowling Green, OH 43402, United States -
Kristin L. Watson, CPA
● OpenKristin L. Watson, CPA is a reputable accounting and finance institution located at 1204 West Wooster Street in Bowling Green, Ohio, United States. Specializing in providing expert financial services, Kristin L. Watson, CPA offers a wide range of accounting services tailored to meet the needs of individuals and businesses alike. With a team of highly skilled professionals, clients can trust in the institution's expertise and dedication to helping them achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, Kristin L. Watson, CPA is committed to providing top-notch service and personalized solutions to ensure your financial success.
1204 W Wooster St Ste 6, Bowling Green, OH 43402, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 200 South Main Street in Bowling Green, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to learn more about our services and how we can help you manage your finances effectively.
200 S Main St, Bowling Green, OH 43402, United States -
Mark Smigelski
● ClosedMark Smigelski is a highly successful finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Mark Smigelski has been a top associate at Savage and Associates since 1981, earning numerous awards and honors for his outstanding production and contributions. He is a member of the prestigious Million Dollar Round Table and has consistently been recognized as one of the top 400 financial advisors in the country. Mark is a graduate of Bowling Green State University and is actively involved in various alumni associations and advisory boards. He is registered in multiple states for securities and investment advisory services through Osaic Wealth, Inc.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Lauren Myers
● ClosedLauren Myers is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded on the principles of saving instilled by Lauren Myers's father, the institution focuses on financial wellness and planning for individuals and families. Specializing in creating tax-efficient retirement income and wealth accumulation strategies, Lauren aims to empower clients to make informed decisions about their financial future. With a Bachelor's degree in business administration with a specialization in finance from Bowling Green State University, Lauren is dedicated to building lifelong relationships with clients and their families. In her free time, she enjoys outdoor activities like biking and walking through Metropark Toledo's Oak Openings, as well as spending summers on the lake with her family. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in various states across the U.S. Please note that any information provided is for courtesy only, and leaving the website will not guarantee the accuracy of information on external sites.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Steve Morr
● ClosedSteve Morr is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 1992 by Stephen Morr, the institution specializes in retirement planning, investment planning, and risk management. Steve's philosophy is centered around helping clients improve their financial well-being by prioritizing saving and investing. He aims to guide his clients towards a place where they work because they want to, not because they have to. Steve is a graduate of Bowling Green State University and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). He resides in Monclova, Ohio with his wife Meggan and their two daughters. In his free time, Steve enjoys playing golf, attending his daughters' dance performances, and spending time with loved ones. The institution is affiliated with Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They serve clients in various states across the United States and prioritize providing accurate and comprehensive information to their clients.
655 Beaver Creek Cir, Maumee, OH 43537, United States
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