Business financial planning services in Van Wert, OH
17 results found
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Capital Advisory Services, LLC
● OpenCapital 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.
211 S Walnut St, Van Wert, OH 45891, United States -
Doug Sutton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDoug 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.
120 E Ervin Rd, Van Wert, OH 45891, United States -
Rose Tax and Bookkeeping Services
● OpenRose 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.
1210 S Shannon St, Van Wert, OH 45891, United States -
Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEvan 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.
120 E Ervin Rd, Van Wert, OH 45891, United States -
Edward Jones - Financial Advisor: Thaison E Leaser
● OpenEdward 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.
707 Fox Rd Suite 300, Van Wert, OH 45891, United States -
Western & Southern Life Insurance Company
● OpenWestern & 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.
1167 Westwood Dr # 102, Van Wert, OH 45891, United States -
Chad A Pollock - Aflac Insurance Agent
● OpenChad A Pollock - Aflac Insurance Agent is an insurance agency located at 727 Fox Road, Van Wert, Ohio, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected speed bumps. Aflac pays cash for covered accidents, positive diagnoses, and serious health events to help alleviate financial worries. Our policies also help with deductibles, co-pays, and other out-of-pocket expenses during hospital stays. We provide dental coverage with no networks, deductibles, or precertification requirements, as well as eye care coverage for vision exams, surgeries, and diseases/disorders. Aflac pays cash benefits to help with out-of-pocket expenses that major medical insurance may not cover.
727 Fox Rd, Van Wert, OH 45891, United States -
Bryan Weimerskirch - State Farm Insurance Agent
● OpenBryan Weimerskirch - State Farm Insurance Agent is a reputable insurance agency located at 201 North Main Street in Delphos, Ohio, United States. As the spring season ushers in new beginnings, their team is dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, they are here to guide you through this season of growth and renewal. Serving Delphos, Lima, Van Wert, and surrounding communities, Bryan Weimerskirch State Farm offers a wide range of insurance options including auto, home, renter's, pet, small business, commercial auto, and life insurance. Led by Bryan Weimerskirch, a dedicated member of the Delphos community for nearly 30 years, the agency is committed to providing personalized service and top-quality products to their customers. Rhonda and Maria, experienced team members, are passionate about helping customers find the right coverage for their needs and building lasting relationships. Stevie and Sam, recent additions to the team, bring valuable experience in customer service and are eager to educate families about insurance options. Whether you need assistance with auto insurance, health insurance, or financial planning, Bryan Weimerskirch State Farm is here to help you navigate your insurance needs and protect your future dreams. Contact them today to create a Personal Price Plan tailored just for you!
201 N Main St, Delphos, OH 45833, United States -
Tisha Fast - State Farm Insurance Agent
● OpenTisha 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.
803 Fox Rd, Van Wert, OH 45891, United States -
Strategence Capital, LLC
● OpenStrategence 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.
10406 OH-118, Van Wert, OH 45891, United States -
Bashore Reineck Stoller & Waterman Inc
● OpenBashore 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.
2471, 685 Fox Rd # 101, Van Wert, OH 45891, United States -
H&R Block
● OpenH&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.
761 Fox Rd, Van Wert, OH 45891, United States -
Flagship
● OpenFlagship 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.
316 W Ervin Rd, Van Wert, OH 45891, United States -
ATM The Citizens National Bank Bluffton
● OpenWelcome to ATM The Citizens National Bank Bluffton, your trusted financial partner located on Crestwood Drive in Van Wert, Ohio. As a dedicated banking institution, we are committed to providing exceptional financial services to meet the diverse needs of our community. Whether you're looking to manage your personal finances, plan for the future, or grow your business, our team of experienced professionals is here to assist you every step of the way. We offer a comprehensive range of banking solutions, including personal and business accounts, loans, and investment services, all designed to help you achieve your financial goals. Visit us today and experience the friendly, personalized service that sets us apart. We look forward to serving you at ATM The Citizens National Bank Bluffton, where your financial well-being is our top priority.
Crestwood Dr, Van Wert, Ohio 45891, United States -
Equity Inc
● OpenWelcome 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.
329 Center Street, Van Wert, Ohio 45891, United States -
Flagstar Bank
● OpenWelcome to Flagstar Bank, your trusted partner in financial services located at 115 Hospital Drive, Van Wert, Ohio. As a reliable and customer-focused institution, we are committed to providing exceptional banking solutions to meet your personal and business needs. Our comprehensive range of services includes personal banking, business banking, loans, and financial planning to help you manage and grow your finances effectively. At Flagstar Bank, we understand the importance of accessibility and convenience, which is why we offer a state-of-the-art ATM facility for quick and easy transactions. Whether you're looking to open a new account, apply for a loan, or simply need financial advice, our friendly and knowledgeable staff are here to assist you every step of the way.
115 Hospital Drive, Van Wert, Ohio 45891, United States -
Superior Credit Union
● OpenWelcome to Superior Credit Union, your trusted financial partner for over seven decades. Conveniently located at 202 Towne Center Boulevard, Van Wert, Ohio, we are dedicated to meeting all your banking and financial needs with a personalized touch. At Superior Credit Union, we believe in building strong relationships with our members by understanding their unique stories and providing tailored solutions. Whether you're looking to start your #SuperiorStory with us or explore how we can solve your financial challenges, we're here to help.
202 Towne Center Boulevard, Van Wert, Ohio 45891, United States
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