TOP 30 Best Client focused financial services in Findlay, Ohio

Adam Walls: Primerica - Financial Services is a reputable finance and insurance agency located at 1318 North Main Street in Findlay, Ohio, United States. With a strong focus on providing top-notch financial services to individuals and families, Adam Walls and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica has the expertise and resources to assist you every step of the way. Trust in Adam Walls and Primerica to provide you with personalized financial guidance and peace of mind.

Edward Jones - Financial Advisor: Dylan M Pritchett, CFP® is a reputable finance institution located at 1319 North Main Street in Findlay, Ohio, United States. Dylan M Pritchett is a Certified Financial Planner (CFP®) who specializes in providing personalized financial advice and investment solutions to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Dylan M Pritchett, CFP® is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Michael J Martin, AAMS™ is a trusted financial institution located at 2447 South Main Street in Findlay, Ohio, United States. Specializing in personalized financial planning and investment strategies, Michael J Martin, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Michael J Martin, AAMS™ is committed to helping you secure a stable financial future.

January Accounting & Tax Services is a reputable institution located at 200 Merriweather Drive in Findlay, Ohio, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial regulations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, January Accounting & Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Brian Stark: Primerica - Financial Services is a reputable finance and insurance agency located at 1318 North Main Street in Findlay, Ohio, United States. With a focus on providing financial solutions and insurance products to individuals and families, Brian Stark and his team strive to help clients achieve their financial goals and secure their futures. With a commitment to excellence and personalized service, they offer a range of services including retirement planning, investment strategies, and insurance coverage. Visit Brian Stark: Primerica - Financial Services today to learn more about how they can help you achieve financial success.

Mike Gephart: Primerica - Financial Services is a reputable finance and insurance agency located at 2 West Front Street in Findlay, Ohio, United States. With a strong focus on helping individuals and families achieve financial security and success, Mike Gephart and his team offer a wide range of services including investment planning, retirement planning, insurance policies, and more. With years of experience and a dedication to personalized service, clients can trust Mike Gephart: Primerica - Financial Services to provide expert advice and solutions to meet their financial goals.

Richard Bornhorst - Prudential Financial is a reputable finance and insurance agency located at 655 Fox Run Road in Findlay, Ohio, United States. With a strong focus on providing personalized financial solutions to meet the unique needs of each client, they offer a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Richard Bornhorst - Prudential Financial is a trusted partner you can rely on.

Edward Jones - Financial Advisor: James H Powell, AAMS™ is a reputable finance institution located at 237 South Main Street, Findlay, Ohio, United States. With a focus on personalized financial planning and investment strategies, James H Powell, AAMS™ provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, James H Powell, AAMS™ can help create a customized plan tailored to your specific needs. With a commitment to integrity and professionalism, clients can trust in the expertise and experience of Edward Jones - Financial Advisor: James H Powell, AAMS™ for all their financial needs.

Derek W Miller, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 116 West Front Street in Findlay, Ohio, United States. Specializing in finance, Derek W Miller offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment management, and estate planning, clients can trust in Derek's expertise and experience. By filling out the "Request consultation" form, clients can connect with Derek for a complimentary initial consultation to discuss their financial needs and create a customized plan for their future. Don't wait, schedule your consultation with Derek W Miller today.

Edward Jones - Financial Advisor: Rich Rowe Jr is a trusted financial institution located at 237 South Main Street in Findlay, Ohio, United States. With a focus on personalized service and tailored financial solutions, Rich Rowe Jr and his team are dedicated to helping clients achieve their long-term financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Edward Jones is committed to providing expert guidance and support every step of the way. Contact Rich Rowe Jr today to schedule a consultation and take control of your financial future.

Merrill Lynch Financial Advisor Jonathon Bonnoront is a finance institution located at 127 East Main Cross Street, Findlay, Ohio, United States. The Bonnoront-Mangiola-Edel Group has been serving the financial needs of individuals, families, and local businesses for over 65 years. As a team of Merrill financial advisors, they provide sound advice and quality guidance based on time-tested wealth management principles. Backed by industry-leading technology and research from Merrill, they assess and implement customized financial strategies aimed at exceeding expectations. Their philosophy is centered on building enduring relationships with clients and communities, providing outstanding service and dedication. Recognized by Institutional Investor magazine as one of the Top Global Research Firms in 2022, they offer personalized plans to help manage, grow, and preserve wealth. Their team is dedicated to helping clients achieve their financial goals and stay informed about market fluctuations and life changes. With a focus on personalized service and trust, Merrill Lynch Financial Advisor Jonathon Bonnoront aims to help clients achieve their financial aspirations and navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Douglas B Bonnoront, located at 127 East Main Cross Street, Findlay, Ohio, United States, is part of the Bonnoront-Mangiola-Edel Group that has been serving the financial needs of individuals, families, and local businesses for over 65 years. As a team of Merrill financial advisors, they provide sound advice and quality guidance based on time-tested wealth management principles. Backed by industry-leading technology and research from Merrill, the team is equipped to assess and implement customized financial strategies aimed at exceeding expectations. They believe in building enduring relationships with clients and communities by providing outstanding service and dedication. The institution is recognized for its excellence, with BofA Global Research being named one of the Top Global Research Firms in 2022. They believe in creating personalized financial approaches to help clients pursue their goals, whether it's planning for retirement, saving for a home, or funding education. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals with personalized investment strategies and comprehensive financial solutions.

Edward Jones - Financial Advisor: Annika M Liebrecht is a trusted financial institution located at 237 South Main Street in Findlay, Ohio, United States. As a dedicated financial advisor, Annika M Liebrecht provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Annika M Liebrecht is committed to providing expert guidance and support to individuals and families seeking to secure their financial future.

Merrill Lynch Financial Advisor Carmen A Mangiola is a finance institution located at 127 East Main Cross Street in Findlay, Ohio, United States. The Bonnoront-Mangiola-Edel Group has been serving the financial needs of individuals, families, and local businesses for over 65 years. As part of the Merrill team of financial advisors, they offer sound advice and quality guidance based on time-tested wealth management principles. With access to industry-leading technology and research from Merrill, the team is well-equipped to assess and implement customized financial strategies aimed at exceeding expectations. The institution believes in building enduring relationships with clients and communities by providing outstanding service and dedication. They offer personalized financial approaches to help clients pursue their goals and manage their wealth effectively. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on building strong client relationships based on trust and personalized service, the team is dedicated to helping clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is there to help clients every step of the way.

Edward Jones - Financial Advisor: Jeff Stratton is a trusted finance institution located at 237 South Main Street in Findlay, Ohio, United States. Specializing in personalized financial planning and investment strategies, Jeff Stratton provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Jeff Stratton is dedicated to helping individuals and families secure their financial future.

Hitchings Insurance Agency, Inc. is a reputable health insurance agency located at 717 North Main Street, Findlay, Ohio, United States. With a strong focus on providing top-notch insurance coverage for individuals and families, Hitchings Insurance Agency, Inc. offers a wide range of health insurance options to meet the diverse needs of their clients. Their dedicated team of professionals is committed to helping clients navigate the complex world of health insurance and find the best policies to suit their specific requirements. Trust in Hitchings Insurance Agency, Inc. for all your health insurance needs.

Golden Reserve is a reputable finance institution located at 321 South Main Street in Findlay, Ohio, United States. With a strong focus on providing top-tier financial services, Golden Reserve offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored financial advice to each client, ensuring their financial success and security. Visit Golden Reserve today to experience the difference in financial services.

Hixon Zuercher Capital Management is a prestigious finance institution located at 101 West Sandusky Street in Findlay, Ohio, United States. With a focus on providing expert financial management services, Hixon Zuercher Capital Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, the institution offers personalized investment strategies and comprehensive financial planning to meet the unique needs of each client. Trustworthy and reliable, Hixon Zuercher Capital Management is committed to delivering top-tier financial services to individuals and businesses alike.

Gilmore Jasion Mahler, LTD (GJM) is a leading accounting and finance institution located at 551 Lake Cascades Parkway in Findlay, Ohio, United States. Our team members have recently joined CLA (CliftonLarsonAllen LLP), expanding our reach and expertise in providing top-notch financial services. Whether your business is just starting out or well-established, GJM offers a wide range of services designed to help you increase profitability. We don't just provide services, we provide solutions. Our team of financial experts will analyze every aspect of your business to help you make informed decisions that benefit your company.

Zach Recker Wealth Management is a leading financial institution located at 1000 East Main Cross Street in Findlay, Ohio, United States. Specializing in wealth management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial markets. Trust Zach Recker Wealth Management to help you build and protect your wealth for generations to come.

Fifth Third Private Bank - Mary Hammond is a prestigious financial institution located at 337 South Main Street in Findlay, Ohio, United States. As a private bank, they offer personalized financial services and wealth management solutions to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial strategies, Fifth Third Private Bank - Mary Hammond is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals, led by Mary Hammond, is committed to delivering exceptional service and expertise in the field of finance. Visit their office today to learn more about how they can help you manage and grow your wealth.

Gallon, Takacs & Boissoneault Co. L.P.A. is a reputable law firm located at 1101 Ralston Avenue in Defiance, Ohio, United States. Specializing in personal injury and wrongful death cases, their team of dedicated trial attorneys have been protecting the rights of injury victims and their families for over 65 years. Serving clients in Ohio, Michigan, and Indiana, Gallon, Takacs & Boissoneault offers free consultations to discuss legal options, case evaluations, and potential compensation. They handle a wide range of legal matters including car accidents, truck accidents, Workers’ Compensation, and Social Security Disability. With a focus on providing peace of mind and financial assistance, their services are provided on a contingency fee basis, meaning no fees are charged unless compensation is recovered for the client. If you are in need of legal representation in personal injury or wrongful death cases in Maumee, Defiance, Fremont, Findlay, Lima, Lorain, Mansfield, Sandusky, Toledo, Monroe, or surrounding areas, Gallon, Takacs & Boissoneault is just a phone call away. Contact them at 419-843-6663 to schedule your free consultation.

AlerStallings LLC is a reputable estate planning and elder care law firm located at 321 South Main Street, Findlay, Ohio, United States. They are dedicated to helping Ohioans preserve assets, secure care, and leave a legacy for their families. With a team of experienced attorneys who prioritize putting people first, AlerStallings LLC offers personalized services tailored to each client's unique goals and circumstances. They have assisted thousands of families in protecting assets, navigating long-term care, and avoiding probate. The firm focuses on estate planning and elder law, offering yearly review meetings and no-fee consultations to ensure that clients' plans evolve with their lives. AlerStallings LLC is committed to delivering the best possible outcomes for their clients, regardless of their background or financial status. With a reputation for excellence and a client-centered approach, they have earned the trust and appreciation of many satisfied clients. Consider attending one of their Informational Workshops to learn more about the importance of estate planning and elder care, and how AlerStallings LLC can help you secure your family's future.

Hosler-Corbin Insurance Agency is a trusted insurance agency located at 2420 Bright Road in Findlay, Ohio, United States. We are committed to providing personalized insurance solutions to meet the unique needs of our clients. Our experienced agents offer a wide range of insurance products, including auto, home, life, and business insurance. With a focus on customer service and attention to detail, Hosler-Corbin Insurance Agency is dedicated to helping our clients protect what matters most. Contact us today for a personalized insurance quote.

Burson-Bakies Insurance Agency, Inc. is a trusted insurance agency located at 105 West Findlay Street in Carey, Ohio, United States. With a commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced team is dedicated to helping you find the right policy at the best possible price. Contact Burson-Bakies Insurance Agency, Inc. today to protect what matters most to you.

Primerica is an insurance agency located at 1700 Findlay Road in Lima, Ohio, United States. As a reputable institution, Primerica offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing quality coverage and excellent customer service, Primerica is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, auto insurance, or other types of coverage, Primerica is committed to providing you with the personalized attention and expert advice you deserve. Visit us today to learn more about how we can help you find the right insurance solutions for your needs.

UIS Insurance & Investments is a reputable finance and insurance agency located at 321 South Blanchard Street in Findlay, Ohio, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, UIS Insurance & Investments is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team of professionals at UIS Insurance & Investments is committed to delivering top-notch service and tailored advice to meet the unique needs of each client. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, UIS Insurance & Investments is the trusted partner you can rely on for all your financial needs.

Legal Aid of Western Ohio, Inc. (LAWO) is a non-profit regional law firm located at 545 West Market Street in Lima, Ohio, United States. At a time of economic and health uncertainty, LAWO protects families striving to stay safe and housed by defending the rights of tenants. For over 20 years, LAWO has been advocating for justice for communities of color and people living in poverty who have nowhere else to turn. With 14 out of every 100 people living in poverty in their service area, LAWO addresses civil legal problems affecting over 70% of those in poverty each year, partnering with clients and community organizations to find legal solutions to keep communities out of poverty. LAWO provides high-quality legal assistance in civil matters to eligible low-income individuals and groups in Ohio, helping them achieve self-reliance, equal justice, and economic opportunity. They focus on protecting the rights of individuals and promoting systemic change in civil rights and poverty law. LAWO's services include preventing homelessness, protecting renters, assisting veterans, supporting seniors' independence, ensuring access to healthcare and education, and advocating for fair financial transactions.

Legal Aid of Western Ohio (LAWO) is a non-profit regional law firm located at 1800 North Blanchard Street in Findlay, Ohio, United States. Specializing in civil matters, LAWO provides high-quality legal assistance to eligible low-income individuals and groups in Ohio to achieve self-reliance, equal justice, and economic opportunity. With a focus on protecting the rights of individuals and promoting systemic change in civil rights and poverty law, LAWO has been making justice a reality for over 20 years. In a time of economic and health uncertainty, LAWO works tirelessly to protect families trying to stay safe and housed. With 14 out of every 100 people living in poverty in their service area, LAWO assists over 70% of people living in poverty who face civil legal problems jeopardizing their families. By partnering with clients and community partners, LAWO addresses issues such as preventing homelessness, protecting renters, supporting veterans and seniors, ensuring access to healthcare and education, promoting financial fairness, and amplifying the voices of marginalized communities.

Primerica is an insurance agency located in Findlay, Ohio, United States. The institution offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on providing affordable and comprehensive coverage, Primerica strives to help clients make informed decisions about their insurance needs. Whether it's life insurance, auto insurance, or home insurance, Primerica is committed to providing top-notch service and support to ensure peace of mind for all its customers.