TOP 10 Best financial services in Bowling Green, OH
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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 -
Wood County Job And Family Services
● ClosedWood County Job and Family Services is a government agency located at 1928 East Gypsy Lane Road in Bowling Green, Ohio. We are dedicated to providing support and resources to individuals and families in need within the Wood County community. Our services include assistance with employment, childcare, food and financial support, and access to healthcare. Our goal is to help individuals achieve self-sufficiency and improve their overall quality of life. Visit us today to learn more about how we can help you and your family.
1928 E Gypsy Lane Rd, Bowling Green, OH 43402, United States -
Best Fit CPA
● OpenBest 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 -
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 -
Edward Jones - Financial Advisor: Kevin S Cochrane
● ClosedEdward Jones - Financial Advisor: Kevin S Cochrane is a trusted finance institution located at 1236 West Wooster Street in Bowling Green, Ohio, United States. Kevin S Cochrane is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Kevin S Cochrane will work with you to create a customized financial plan tailored to your specific needs. Visit Edward Jones - Financial Advisor: Kevin S Cochrane today to start planning for a secure financial future.
1236 W Wooster St A, Bowling Green, OH 43402, United States -
Edward Jones - Financial Advisor: Joshua P Zachman
● ClosedEdward Jones - Financial Advisor: Joshua P Zachman is a trusted financial institution located at 980 West Poe Road in Bowling Green, Ohio. As a dedicated financial advisor, Joshua P Zachman provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Joshua P Zachman is committed to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Joshua P Zachman and his team are here to provide expert guidance and support. Visit us today to start planning for a brighter financial future.
980 W Poe Rd Suite 3, 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 -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 1215 Ridgewood Drive in Bowling Green, Ohio, United States. With a strong commitment to providing personalized financial services and investment solutions, LPL Financial helps clients navigate the complexities of the financial world and achieve their financial goals. The institution offers a wide range of services including wealth management, retirement planning, and investment advisory services. With a team of experienced financial professionals, LPL Financial is dedicated to helping clients secure their financial future and build wealth for generations to come.
1215 Ridgewood Dr, Bowling Green, OH 43402, United States -
Edward Jones - Financial Advisor: Chad E Plontz
● ClosedEdward Jones - Financial Advisor: Chad E Plontz is a well-respected finance institution located at 519 West Wooster Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Chad E Plontz provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Chad E Plontz is dedicated to providing expert advice and guidance every step of the way. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Chad E Plontz is the go-to institution for all your financial needs.
519 W Wooster St STE 3, Bowling Green, OH 43402, United States -
Edward Jones - Financial Advisor: Jeff Fallon, AAMS™
● ClosedEdward Jones - Financial Advisor: Jeff Fallon, AAMS™ is a reputable finance institution located at 170 South Main Street in Bowling Green, Ohio, United States. Jeff Fallon, a certified Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Fallon, AAMS™ offers a comprehensive range of financial services tailored to meet the individual needs of each client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jeff Fallon and his team are committed to helping you make informed decisions and secure your financial future.
170 S Main St, Bowling Green, OH 43402, United States -
Edward Jones - Financial Advisor: Dave Boyk
● ClosedEdward Jones - Financial Advisor: Dave Boyk is a leading finance institution located at 1180 North Main Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Dave Boyk provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Dave Boyk is dedicated to helping individuals and families navigate the complexities of investment and retirement planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Dave Boyk and his team are committed to providing the support and expertise needed to help you succeed financially.
1180 N Main St Suite 3, 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 -
Bowling Green Title Ltd
● OpenBowling Green Title Ltd is a reputable insurance agency located at 332 South Main Street in Bowling Green, Ohio, United States. With a focus on providing top-notch insurance services, Bowling Green Title Ltd is dedicated to helping individuals and businesses protect their assets and investments. With a team of experienced professionals, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, or business insurance, Bowling Green Title Ltd is committed to providing personalized service and tailored solutions to ensure peace of mind and financial security.
332 S Main St, 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 -
BGPC Services
● ClosedBGPC Services is a reputable institution located at 119 East Court Street in Bowling Green, Ohio. We are dedicated to providing top-notch services to our clients in various fields. Our experienced team is committed to delivering high-quality solutions and support to help our clients achieve their goals. Whether you need assistance with business consulting, financial planning, or project management, BGPC Services is here to help. Contact us today to learn more about how we can assist you in reaching your objectives.
119 E Court St, Bowling Green, OH 43402, United States -
St. Aloysius Catholic Preschool
● ClosedSt. Aloysius Catholic Preschool, located at 312 Clough Street in Bowling Green, Ohio, is a school that prioritizes low student teacher ratios to ensure a strong foundation for all students. Our institution fosters a sense of family and provides individualized instruction at all levels. We hold high standards for student achievement and offer challenging academics with intervention services when needed, from Preschool to Kindergarten Readiness and K-8 programs. Our Catholic faith is at the core of our values, and we work alongside parents to help students develop a personal relationship with Jesus and nurture Christian values, emphasizing respect for self and others. Financial aid opportunities, including full tuition scholarships and assistance through programs like Ed Choice Provider and Jon Peterson Special Needs and Autism Scholarships, make a private school education affordable for all families.
312 Clough St, Bowling Green, OH 43402, United States -
Circle K
● OpenCircle K is a one-stop shop located at 1602 East Wooster Street in Bowling Green, Ohio. This institution offers a variety of services including ATM access, a cafe serving delicious snacks and beverages, a convenience store stocked with everyday essentials, financial services, a gas station for refueling your vehicle, meal takeaway options, a restaurant with tasty meals, and a store with a wide selection of goods. Whether you need to grab a quick bite to eat, fill up your gas tank, or pick up some groceries, Circle K has you covered.
1602 E Wooster St, Bowling Green, OH 43402, United States -
Evans Insurance
● ClosedEvans Insurance, located at 115 North Main Street in Bowling Green, Ohio, is a trusted insurance agency that specializes in providing home loans and various types of insurance including car, home, business, and life insurance. Serving clients throughout Ohio, including Bowling Green, Perrysburg, and Toledo, Evans Home Loans and Insurance has been serving the community for over 15 years. They offer superior protection and rates by comparing options from various insurance companies and lenders. With a focus on excellent customer service, Evans Home Loans and Insurance customizes plans for each individual to meet their personal and business needs. Whether you need an insurance quote or assistance with a home purchase or refinance, they are dedicated to building relationships and treating each client as an individual. As Financial Literacy Month approaches in April, Evans Insurance also provides financial literacy resources for small business owners to help them manage their finances effectively. Additionally, they offer insurance tips for home remodel projects and debunk myths about life insurance to help clients make informed decisions. Experience the personalized service and expertise of Evans Insurance for all your insurance needs.
115 N Main St, Bowling Green, OH 43402, United States -
Lance Wood - State Farm Insurance Agent
● ClosedLance Wood - State Farm Insurance Agent is a reputable insurance agency located at 1180 North Main Street in Bowling Green, Ohio, United States. The office is conveniently situated next door to Premier Bank and across from Cooper Standard. With a focus on providing comprehensive insurance coverage, the agency offers services such as Auto, Home, Renters, Business, Farm, Commercial, Life, Health, and Savings Options. The experienced team at Lance Wood State Farm is dedicated to helping clients safeguard what is most important to them and prepare for a secure future, including retirement planning. The agency has been serving the Bowling Green area and surrounding communities since 2014, with a second office location in Fostoria, Ohio. They are licensed in the Tri-State Area, covering Ohio, Michigan, and Indiana. The team at Lance Wood State Farm is committed to their motto of "Helping Life Go Right" for each and every customer, providing exceptional 24-hour Good Neighbor Customer Service. The agency has received several professional accolades, including qualifying for Vice Presidents Club, Legion of Honor, and Ambassador Travel multiple times since its establishment.
1180 N Main St #4, Bowling Green, OH 43402, 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 -
UIS Insurance & Investments
● ClosedUIS Insurance & Investments is a leading finance and insurance agency located at 990 West Poe Road in Bowling Green, Ohio. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, UIS Insurance & Investments is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
990 W Poe Rd #11, Bowling Green, OH 43402, United States -
New York Life
● OpenNew York Life is an insurance agency located at 936 Robinwood Lane, Bowling Green, Ohio, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and estate planning services. With over 12,000 agents nationwide, they offer tailored solutions to meet individual needs and budgets. New York Life is committed to diversity, responsibility, and service, and operates for the benefit of policy owners. They have the highest financial strength ratings and have a mission to make the world a better place through charitable giving and community engagement. Their New York Life Foundation supports educational enhancement, childhood bereavement, and other community initiatives. Overall, New York Life is dedicated to helping individuals, families, and communities thrive, providing resources and tools for a secure financial future.
936 Robinwood Ln, Bowling Green, OH 43402, United States -
Evans Home Loans & Insurance
● ClosedEvans Home Loans & Insurance is a trusted finance and insurance agency located at 519 West Wooster Street in Bowling Green, Ohio, United States. With a commitment to providing personalized service and tailored solutions, we help our clients secure the financing they need for their dream home and protect their investments with comprehensive insurance coverage. Our experienced team of professionals is dedicated to helping you navigate the often complex world of finance and insurance, ensuring you have peace of mind and financial security. Contact us today to learn more about how we can assist you with your home loan and insurance needs.
519 W Wooster St #1, Bowling Green, OH 43402, United States -
Equilibrium Insurance Partners
● ClosedEquilibrium Insurance Partners is an independent insurance agency located at 27100 Oakmead Drive in Perrysburg, Ohio. Our purpose is to reduce financial uncertainty and make accidental loss manageable for individuals and businesses. We offer cutting-edge, tailored insurance solutions to clients in Perrysburg and surrounding areas, including Bowling Green, Maumee, Oregon, Rossford, Sylvania, Toledo, and Waterville. As a proud representative of West Bend Mutual Insurance Company, we provide business insurance, insurance by industry, and personal insurance solutions to protect what matters most to you. Whether you need commercial general liability insurance, commercial property insurance, contractors' equipment insurance, builders risk and installation insurance, workers' compensation, business auto insurance, or commercial umbrella insurance, we have you covered. Our philosophy of balance, integrity, and innovation guides us in creating a work environment that prioritizes exceptional service. We invite you to visit our Service Center or contact us to learn more about how we can help secure your business and personal life. Cheers to serving you at Equilibrium Insurance Partners!
27100 Oakmead Dr STE 304, Perrysburg, OH 43551, United States -
Nationwide Insurance: Robert M Stout
● ClosedNationwide Insurance: Robert M Stout is an insurance agency located at 1045 North Main Street in Bowling Green, Ohio, United States. They offer a variety of insurance options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing dependable car insurance plans for both old and new vehicles, as well as commercial insurance for businesses. They also specialize in helping families protect their homes and personal property with the right insurance coverage. Additionally, the agency offers life insurance options to ensure families are prepared for any eventuality. With a focus on customer service and finding the best coverage for each individual, Nationwide Insurance: Robert M Stout is a reliable choice for insurance needs in the Bowling Green area.
1045 N Main St Ste 4, Bowling Green, OH 43402, United States -
Rachel Beranek - State Farm Insurance Agent
● ClosedRachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.
2007 N Holland Sylvania Rd #109, Toledo, OH 43615, United States -
Farmers Insurance - Natty Loeschke
● ClosedFarmers Insurance - Natty Loeschke is an insurance agency located at 315 North Main Street in Bowling Green, Ohio, United States. At Natty Loeschke's Agency, you can expect to work with experienced staff dedicated to helping you protect your assets and set you up for success. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, we have you covered. We offer competitive rates and discounts to help you save money while ensuring you have the coverage you need. Contact us today for a personalized insurance quote and let us help you secure a solid financial plan for the future. We are committed to providing you with the best insurance options to meet your needs.
315 N Main St Ste E, Bowling Green, OH 43402, United States
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