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TOP 30 Best financial services in Bowling Green, OH
67 results found
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Modern Woodmen of America
Modern Woodmen of America, located at 707 Haskins Road in Bowling Green, Ohio, is a finance and insurance agency that has been serving families and communities since 1883. As a member, you can access a range of high-quality financial products to meet your needs and plan for the future. Our dedicated representatives are here to help you make the right financial decisions and achieve your goals. Join us in making a positive impact on your community and supporting causes that are important to you. Whether you are a modern man or woman, we are here to help you clear financial burdens and protect your family. Explore our website to learn more about our services and how we can work together to plan for life's most important goals.
Carleton "Holly" Hollister
Carleton "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.
Ryan Dauterman
Ryan 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.
Hugh Daly - State Farm Insurance Agent
Hugh Daly - State Farm Insurance Agent is a trusted insurance agency located at 8524 Mentor Avenue in Mentor, Ohio, United States. Situated at the corner of Mentor Ave and Acacia, next door to St. Mary's Church, we have been serving the community for over 20 years. Our dedicated team, led by a Bowling Green State University graduate, is committed to helping you and your family with all your insurance needs. From life insurance to special needs trusts, we offer a wide range of services to ensure your loved ones are financially secure. We also provide tips on DIY auto maintenance to help you save on repair costs. Your privacy is important to us, so please refrain from sharing sensitive personal information.
Dr. Trina Pagano
Dr. Trina Pagano is a health institution located at 1 Akron General Avenue in Akron, Ohio, United States. Dr. Pagano specializes in Obstetric Emergencies, Addiction Medicine in Pregnancy, Safety and Quality. She completed her residency at The Ohio State University Hospitals in Columbus, Ohio in 1993 and her medical education at The Ohio State University College of Medicine and Public Health in 1989. Dr. Pagano also holds an undergraduate degree from Bowling Green State University in Ohio. The institution accepts a variety of insurance plans and offers services in collaboration with the pharmaceutical and medical device industries to develop medical breakthroughs. Dr. Pagano and her team at Cleveland Clinic are committed to providing high-quality patient care and making scientific advances that benefit the public. They maintain professional and commercial integrity by reviewing collaborations with industry and disclosing any financial conflicts of interest.
Falcon's Nest
Falcon's Nest is a multifaceted institution located at 806 Ridge Street in Bowling Green, Ohio, United States. This establishment offers a range of services including ATM access, financial services, and dining options at their on-site restaurant. Whether you need to grab a quick bite to eat, take care of your banking needs, or simply relax and enjoy a meal, Falcon's Nest has you covered. Visit us today for a convenient and satisfying experience.
Bob Koenigbauer
Bob 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.
Lincoln Boyle
Lincoln 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.
Tom Lindsay
Tom 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.
Steve Howard
Steve 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.
Dennis Rife
Dennis 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.
James H Miles & Co: Miles James H CPA
James 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.
Petkwitz & Ketner, Inc.
Petkwitz & 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.
William Vaughan Company
The 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.
Kristin L. Watson, CPA
Kristin 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.
H&R Block
H&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.
Mark Smigelski
Mark 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.
Lauren Myers
Lauren 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.
Steve Morr
Steve 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.
Kyle Schimming
Kyle Schimming is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Kyle Schimming joined Savage and Associates in 2015, where he specializes in retirement planning for businesses and individuals, as well as individual wealth management. He works closely with local employers to establish 401(k) and IRA plans for their employees, and also provides education on Total Employee Health and Retiree Benefit plans. Kyle also assists families with investment management and college planning. After graduating from Genoa High School in 2008, Kyle obtained his Bachelor's degree from Bowling Green State University in 2012. He is securities registered in multiple states and holds the designation of AIF® (Accredited Investment Fiduciary).
Timothy Bracy - Thrivent
Timothy Bracy - Thrivent is a finance institution located at 1244 Ridgewood Drive in Bowling Green, Ohio, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients make informed decisions about their finances and secure their financial future. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Timothy Bracy - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
Timothy Bracy - Thrivent
Timothy Bracy - Thrivent is a finance institution located at 820 North Main Street, Findlay, Ohio, United States. With state licenses in CA, MI, and OH, as well as an additional location at 1244 Ridgewood Drive Ste 4 Bowling Green, OH 43402, Timothy Bracy - Thrivent offers a range of financial services. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Tamy Pfaff
Tamy Pfaff is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Tamy Pfaff, the founder, is dedicated to helping clients achieve their retirement goals through personalized financial planning. She specializes in areas such as long-term care, Medicare, and financial planning for divorce. Tamy is an expert in the individual healthcare market and has served as President and Treasurer of the Toledo chapter of the National Association of Insurance and Financial Advisors. She was also recognized as the Savage and Associates Rising Star in 2016. Tamy graduated from Bowling Green State University in 1986 and is licensed in Life and Health insurance in Ohio. She resides in Perrysburg, Ohio, and is an active volunteer in her community. Securities and investment advisory services are offered through Osaic Wealth, Inc., and Tamy is registered in multiple states. Please note that when you visit external websites linked here, you are leaving the Tamy Pfaff website.
Fifth Third Securities - Jerid Friar
Fifth Third Securities - Jerid Friar is a reputable finance institution located at 275 South Main Street in Bowling Green, Ohio, United States. Led by experienced financial advisor Jerid Friar, the institution offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a focus on personalized service and strategic planning, Fifth Third Securities - Jerid Friar is dedicated to providing expert guidance and support to individuals and businesses seeking to build and protect their assets. Visit their office today to learn more about their comprehensive financial solutions.
Premier Bank
Premier Bank is a trusted financial institution located at 1226 West Wooster Street in Bowling Green, Ohio, United States. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit Premier Bank today to experience the difference in banking with us.
Premier Bank
Premier Bank is a trusted financial institution located at 1200 North Main Street in Bowling Green, Ohio, United States. As a full-service bank, Premier Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations and a dedicated team of professionals, Premier Bank is committed to providing top-notch customer service and helping individuals and businesses achieve their financial goals. Visit Premier Bank today to experience excellence in banking and finance.
MoneyGram
MoneyGram is a financial institution located at 212 East Wooster Street in Bowling Green, Ohio, United States. As a leading provider of money transfer services, MoneyGram offers a convenient and reliable way for individuals to send and receive money both domestically and internationally. With a global network of agents and locations, MoneyGram ensures that funds can be transferred quickly and securely to meet the needs of customers around the world. Whether you are sending money to family members, paying bills, or making a purchase, MoneyGram is a trusted partner for all your financial transactions.
American Title Agency Inc
American Title Agency Inc is a versatile institution located at 124 East Court Street in Bowling Green, Ohio, United States. Specializing in finance, insurance, law, and real estate, we provide comprehensive services to meet all your needs. Our experienced professionals are dedicated to ensuring a smooth and successful transaction, whether you are buying a home, securing insurance, or seeking legal advice. Trust American Title Agency Inc for all your financial and real estate needs.
Slater Charles CPA
Slater Charles CPA is a reputable accounting and finance institution located at 130 South Main Street in Bowling Green, Ohio, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Our commitment to professionalism and personalized service sets us apart from historians. is. is. is of just, security of , of of of of of of . Allied. The The The The The The The The of and of open of a open of . of open IR , 7 years ago. 7 years ago ago. You can post a new comment. 7 years ago ago. You can post a new comment.
Stavish Robert K CPA
Stavish Robert K CPA is a reputable accounting and finance institution located at 521 North Main Street in Bowling Green, Ohio, United States. With a focus on providing expert financial services, Stavish Robert K CPA offers a wide range of accounting services to individuals and businesses in the area. Their team of experienced professionals are dedicated to helping clients with tax preparation, financial planning, auditing, and more. Trust Stavish Robert K CPA for all your accounting and finance needs.
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