TOP 30 Business financial consultant in Van Wert, Ohio

19 results found

Doug Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 120 East Ervin Road in Van Wert, Ohio, United States. Doug holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Doug specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Doug is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.

First Financial Bank - Mortgage: Josh Robertson is a trusted institution located at 1163 South Shannon Street, Van Wert, Ohio, United States. As a bank specializing in finance, our team of Wealth Advisors is dedicated to assessing your financial situation and helping you achieve your goals. Our institution offers competitive rates, such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, to help your savings grow. We also provide services to leverage the value of your home equity for big projects. Additionally, we offer personalized services for businesses, including lending and employee solutions. Our commitment to community development is evident through our support for low- and moderate-income clients. Sign up for our emails to receive helpful tips and tools for improving your financial future. Visit us today to learn more about our services.

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: Thaison E Leaser is a trusted financial institution located at 707 Fox Road in Van Wert, Ohio, United States. As a dedicated finance advisor, Thaison E Leaser provides personalized financial guidance 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 offers a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Thaison E Leaser is committed to providing expert advice and exceptional service to help you secure a solid financial future.

Welcome to the Van Wert Auditor's Office, your trusted local government office dedicated to serving the community of Van Wert, Ohio. Conveniently located at 121 Main Street, our office is committed to providing transparent, efficient, and accessible services to all residents and businesses in the area. At the Van Wert Auditor's Office, we specialize in a wide range of essential services, including property tax assessments, financial reporting, and maintaining accurate real estate records. Our knowledgeable and friendly team is here to assist you with any inquiries related to property valuations, tax rates, and public financial information.

Western & Southern Life Insurance Company, located at 1167 Westwood Drive in Van Wert, Ohio, is a trusted insurance agency dedicated to helping individuals and businesses plan for their financial future. Our wide range of products and personalized guidance can help you make informed decisions to achieve your financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to support you every step of the way. At Western & Southern Life, we offer a comprehensive rewards package and top-notch training opportunities to ensure your personal success. Our commitment to providing high-quality products and services sets us apart, and our team of experienced professionals is ready to assist you with all your insurance and financial needs.

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.

Tisha Fast - State Farm Insurance Agent is a reputable insurance agency located at 803 Fox Road in Van Wert, Ohio, United States. As an engaged resident of Van Wert, Tisha Fast is actively involved in various community organizations to enhance the well-being of the area and beyond. With licenses in both Ohio and Indiana, Tisha is dedicated to serving the Van Wert, Convoy, Ohio City, Middle Point, Paulding, and surrounding areas. The agency believes in tailoring insurance coverage to meet the specific needs of each customer, rather than a one-size-fits-all approach. Tisha and her team prioritize strong customer relationships and aim to simplify insurance by offering customized coverage options. With over 30 years of experience in the industry, the agency provides exceptional customer service and assistance with home, auto, and life insurance needs. Whether you have questions about coverage options, understanding your policy, or finding the right insurance provider, Tisha Fast - State Farm Insurance Agent is here to help. Contact them today for personalized insurance solutions that support your aspirations and help you build a lasting legacy.

Strategence Capital, LLC is a finance institution located at 10406 Ohio 118 in Van Wert, Ohio, United States. We specialize in helping businesses provide their employees with competitive retirement plans, ensuring that they feel confident about their future. Our services include strategic asset allocation and rebalancing, with a focus on long-term growth rather than market timing or guesswork. We believe in educating investors on the "12 Lessons" to help them make informed decisions about their financial future. Let us help you and your employees plan for a secure retirement.

Bashore Reineck Stoller & Waterman Inc is a reputable accounting and finance institution located at 685 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise ensures that clients receive top-notch advice and support in managing their finances effectively. Trust Bashore Reineck Stoller & Waterman Inc for all your accounting and finance needs.

H&R Block is a trusted accounting and finance institution located at 761 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world.

Rose Tax and Bookkeeping Services is a trusted institution located at 1210 South Shannon Street in Van Wert, Ohio. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch tax and bookkeeping services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, Rose Tax and Bookkeeping Services is here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.

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.

Adkins Bookkeeping & Tax Services is a reputable accounting and finance institution located at 131 East Central Avenue in Van Wert, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, payroll management, and financial consulting. Whether you are a small business owner or an individual in need of financial assistance, Adkins Bookkeeping & Tax Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Contact them today to learn more about how they can help you manage your finances effectively.

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.

Sealscott CPA Inc. is a reputable accounting and finance institution located at 1175 Westwood Drive in Van Wert, Ohio, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Sealscott CPA Inc. for all your accounting and finance needs.

Realtor Tera Knebel with Schrader Realty is a reputable real estate agency located at 2360 Shawnee Road in Lima, Ohio, United States. With a team of experienced professionals, they provide expert guidance and support to clients looking to buy or sell properties in the area. Please note that their services do not include any taxes or fees, so it is recommended to consult a financial professional for further assistance. Additionally, Schrader Realty Inc has two other convenient locations in Delphos and Van Wert, Ohio, offering even more options for clients in the region. Contact them today for all your real estate needs.

Welcome to Safe Harbor Insurance OH, your trusted insurance agency located in the heart of Van Wert, Ohio. Conveniently situated at 118 West Main Street, we are dedicated to providing comprehensive and personalized insurance solutions to meet the diverse needs of our community. At Safe Harbor Insurance OH, we understand that peace of mind is invaluable. Our experienced team is committed to helping you navigate the complexities of insurance, offering expert guidance and tailored policies that protect what matters most to you. Whether you're seeking coverage for your home, auto, business, or personal assets, we have a wide range of options from the industry's leading providers.