TOP 10 Custom financial planning in Dayton, OH
62 results found
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OneMain Financial
● ClosedOneMain Financial is a financial institution located at 127 North Springboro Pike in Dayton, Ohio, United States. Specializing in personal loans, OneMain Financial offers a variety of financial services to help individuals achieve their financial goals. With a focus on providing personalized solutions and excellent customer service, OneMain Financial is dedicated to helping customers navigate their financial needs with ease and confidence. Whether you need to consolidate debt, make a major purchase, or cover unexpected expenses, OneMain Financial is here to help you every step of the way.
127 N Springboro Pike, Dayton, OH 45449, United States -
Kingsgate Financial Insurance Agency
● ClosedKingsgate Financial Insurance Agency is a leading health insurance agency located at 8893 Cincinnati Dayton Road in Olde West Chester, Ohio, United States. Our dedicated team of professionals is committed to helping individuals and families find the right insurance coverage to meet their healthcare needs. With a focus on personalized service and tailored solutions, Kingsgate Financial Insurance Agency is your trusted partner in navigating the complex world of health insurance. Contact us today to learn more about our services and how we can help protect your health and financial well-being.
8893 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Allstate Personal Financial Representative: Richard Shively
● ClosedAllstate Personal Financial Representative: Richard Shively is an insurance agency located at 8055 Cincinnati Dayton Road in Ohio, United States. Richard Shively offers personalized financial services to help individuals and families protect their assets and plan for the future. With years of experience in the insurance industry, Richard Shively is dedicated to providing top-notch customer service and helping clients make informed decisions about their financial well-being. Contact Allstate Personal Financial Representative: Richard Shively today to learn more about how they can help you achieve your financial goals.
8055 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Baller Financial Group
● OpenBaller Financial Group is a finance institution located at 40 North Main Street in Dayton, Ohio, United States. Our services are tailored for residents of select states in the U.S., including (AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA). We offer investment products and services through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that social media activity on our platforms may not necessarily reflect the views of our firm. For more information, visit our website at wellsfargoadvisors.com/social. Kindly be aware that by clicking on external links, you will be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies. We recommend reviewing these policies before proceeding.
Stratacache Tower, 40 N Main St #2510, Dayton, OH 45423, United States -
World Financial Group
● ClosedWorld Financial Group is a leading finance institution located at 8153 Garnet Drive in Dayton, Ohio, United States. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. From wealth management to retirement planning, we offer personalized solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on customer satisfaction, World Financial Group is dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
8153 Garnet Dr, Dayton, OH 45458, United States -
John Hancock Financial Inc
● OpenJohn Hancock Financial Inc, located at 314 Regency Ridge Drive, Dayton, Ohio, United States, is a finance institution that offers financial advisory services with a personal touch. With a history spanning over 160 years, we are known for our honesty, reliability, and commitment to our customers. Our innovative approach to the industry combines traditional values with cutting-edge technology to provide the best possible service to our clients. Our goal is to help our partners build their life insurance businesses and assist their clients in protecting what matters most to them. We believe that life insurance should provide a sense of security and peace of mind for the future.
314 Regency Ridge Dr, Dayton, OH 45459, United States -
VanWeelden Financial Group
● ClosedVanWeelden Financial Group is a trusted finance institution located at 8905 Cincinnati Dayton Road in Olde West Chester, Ohio, United States. With a strong reputation for providing expert financial guidance and personalized service, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, VanWeelden Financial Group is committed to delivering tailored solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.
8905 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Douglas M Farris Jr, Financial Services Professional - Farris Financial Group
● OpenDouglas M Farris Jr, Financial Services Professional at Farris Financial Group, located at 2276 Forestdean Court in Dayton, Ohio, is a reputable finance and insurance agency. With a commitment to providing personalized financial services, Douglas M Farris Jr and his team offer a range of financial planning and insurance solutions to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or protect your assets, Farris Financial Group is dedicated to providing expert guidance and customized strategies to meet your individual needs. Contact them today to start planning for a secure financial future.
2276 Forestdean Ct, Dayton, OH 45459, United States -
Edward Jones - Financial Advisor: Kaity Stuckert, CRPC™|CSRIC®
● OpenEdward Jones - Financial Advisor: Kaity Stuckert, CRPC™|CSRIC® is a reputable financial institution located at 2430 Dayton Xenia Road, Beavercreek, Ohio, United States. Specializing in providing personalized financial advice and guidance, Kaity Stuckert, a Certified Retirement Planning Counselor (CRPC) and Chartered SRI Counselor (CSRIC), offers expert services to help clients achieve their financial goals. With a focus on building long-term relationships and creating customized financial plans, this institution is dedicated to helping individuals and families secure their financial future.
2430 Dayton Xenia Rd, Beavercreek, OH 45434, United States -
Randall Helt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRandall Helt is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7887 Washington Village Drive in Dayton, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Randall also specializes in areas such as domestic partnership advising, philanthropy, and exit planning. With a commitment to ethical standards and continuous education, Randall Helt is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
7887 Washington Village Dr STE 200, Dayton, OH 45459, United States -
Stephen T Hester - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStephen T Hester is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7887 Washington Village Drive in Dayton, Ohio, United States. Stephen holds various 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®, CFP®, 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®. These certifications demonstrate Stephen's expertise in asset management, retirement planning, estate planning, investment analysis, and financial planning for clients with diverse needs. With a commitment to ethical practices and ongoing education, Stephen is dedicated to providing comprehensive financial services tailored to each client's unique goals and circumstances.
7887 Washington Village Dr STE 200, Dayton, OH 45459, United States -
Lendmark Financial Services LLC
● ClosedLendmark Financial Services LLC is a reputable finance institution located at 761 Lyons Road in Dayton, Ohio, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need a loan, investment advice, or financial planning assistance, Lendmark Financial Services LLC is here to help. Visit us today to learn more about how we can assist you with your financial needs.
761 Lyons Rd, Dayton, OH 45459, United States -
CORPORATE
● ClosedCORPORATE is a premier clothing and shoe store located at 119 East 3rd Street in Dayton, Ohio. Our store offers a wide selection of stylish and trendy clothing, shoes, and accessories for men and women. From casual everyday wear to formal attire, CORPORATE has something for everyone. Our knowledgeable staff is dedicated to providing exceptional customer service and helping you find the perfect outfit for any occasion. Visit us today to experience the latest fashion trends and top-quality brands at our one-stop shop in Dayton.
119 E 3rd St, Dayton, OH 45402, United States -
Amos Jefferies - State Farm Insurance Agent
● ClosedAmos Jefferies - State Farm Insurance Agent is a reputable insurance agency located at 1017 West Third Street in Dayton, Ohio. Situated in the Wright Dunbar District just West of downtown Dayton, this agency offers a wide range of insurance services including Auto Insurance, Home Insurance, Renter’s Insurance, Condo Insurance, Motorcycle Insurance, RV Insurance, Pet Insurance, Life Insurance, Business Insurance, and Financial Services. The dedicated team at Amos Jefferies State Farm Insurance is committed to providing exceptional service to residents of Dayton and the surrounding Ohio areas. With a focus on resident relocations throughout Montgomery County, the agency aims to protect what's important to customers so they can focus on achieving their life goals. The team of licensed Insurance Professionals is well-equipped to provide personalized coverage for various needs, whether it's for individuals or small business owners seeking Commercial lines of Insurance.
1017 W Third St, Dayton, OH 45402, United States -
Eric Evans - State Farm Insurance Agent
● ClosedEric Evans - State Farm Insurance Agent is an insurance agency located at 1649 East Stroop Road in Kettering, Ohio, United States. Situated at the corner of E Stroop Rd and Mayfield Ave, across from Cassano's Pizza, our team of insurance professionals is dedicated to providing top-notch service to customers in Kettering, Dayton, Oakwood, Moraine, Centerville, Bellbrook, Beavercreek, Miamisburg, and surrounding communities. With the unpredictable weather in Ohio, it's crucial to ensure you have the right coverage in place. Our team is here to help review your current policies and make sure they align with your needs. Whether you're looking for auto, home, business, health, or life insurance, we can customize a plan just for you.
1649 E Stroop Rd, Kettering, OH 45429, United States -
Cameron Titlow - State Farm Insurance Agent
● ClosedCameron Titlow - State Farm Insurance Agent is an insurance agency located at 18 South Perry Street in Vandalia, Ohio, United States. Our dedicated team is committed to helping Dayton area residents with their insurance needs while staying within their budget. We believe in educating our customers so they can make informed decisions about their coverage. Whether you need life insurance, financial guidance, or assistance with your first time life events, we are here to help. Our office is conveniently located off of 40 (National Rd) in Vandalia, serving both Montgomery and Miami County. We offer free insurance quotes and welcome you to stop by for coffee and donuts while discussing your insurance needs with our team. Our experienced staff has over 40 years of State Farm and industry experience, ensuring that you receive proactive coverage for the unexpected. Contact Amy, Hannah, or Maria for assistance with your insurance needs. We also provide assistance with small business and commercial insurance. If you're looking to join a passionate team that is dedicated to making a difference in the community, we invite you to inquire about career opportunities with us. Contact us today for a quote on your home, car, or any other insurance needs.
18 S Perry St, Vandalia, OH 45377, United States -
Jonathan Cain - State Farm Insurance Agent
● ClosedWelcome to Jonathan Cain - State Farm Insurance Agent located at 217 Byers Road in Miamisburg, Ohio. Jonathan Cain and his team are dedicated to serving the community with a moral compass and compassion, just as he did during his time as an educator. With a strong alignment with State Farm's mission and vision, Jonathan knew that becoming an Agency Owner was his calling. Jonathan and his team love helping customers with all aspects of their financial lives, from car accidents to planning for the future. With a focus on community involvement, Jonathan has a deep connection to Dayton and has led the non-profit organization Future Stars of Dayton for eight years.
217 Byers Rd, Miamisburg, OH 45342, United States -
Shawn Thacker - State Farm Insurance Agent
● ClosedShawn Thacker - State Farm Insurance Agent is an insurance agency located at 156 Spring Valley Pike in Centerville, Ohio, United States. With 17 years of experience in the financial services industry, Shawn Thacker offers a range of insurance services including auto, life, homeowner's, renter's, and business insurance. Serving Centerville, Dayton, and surrounding areas in Ohio, the agency focuses on providing competitive prices and personalized service to meet the needs of their clients. Shawn Thacker is a graduate of Miami University and a member of The Centerville Noon Optimist Club. The agency is committed to helping customers preserve their assets, lifestyles, and loved ones through proper insurance planning. Additionally, they offer tips on various topics such as avoiding drunk driving, riding a jet ski safely, and understanding home appraisals. Customers can contact Shawn Thacker - State Farm Insurance Agent for more information or assistance with their insurance needs.
156 Spring Valley Pike, Centerville, OH 45458, United States -
Direct Auto Insurance
● ClosedDirect Auto Insurance is a reputable insurance agency located at 8288 Cincinnati Dayton Road in Ohio, United States. With a focus on providing affordable and reliable auto insurance coverage, this institution is dedicated to helping individuals and families protect their vehicles and finances. Whether you are looking for basic liability coverage or comprehensive insurance options, Direct Auto Insurance offers a range of policies to suit your needs. Their knowledgeable agents are committed to providing excellent customer service and helping you find the right insurance plan at a competitive price. Trust Direct Auto Insurance to keep you covered on the road.
8288 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
MetLife Auto & Home
● ClosedMetLife Auto & Home is an insurance agency located at 1440 Yankee Park Place in Dayton, Ohio, United States. We prioritize protecting your information and offer a wide range of benefits to protect you and your family no matter where life takes you. From dental and vision insurance to legal plans and pet insurance, we have you covered. Our services include coverage for accidents, illnesses, unexpected events, and financial protection in case of injury or illness. We also offer auto and home insurance through Farmers GroupSelectSM with 24/7/365 claim service. At MetLife, we provide an all-in-one solution to protect your personal information and privacy. Evaluate your current plans during open enrollment and consider enhancing your coverage with employee benefits such as pet insurance, dental insurance, vision insurance, accident & health insurance, and more. Federal employees and military members can enroll in vision and dental insurance and access legal plans. If you need help, find answers to your questions on our website.
1440 Yankee Park Pl, Dayton, OH 45458, United States -
Steve Reed - State Farm Insurance Agent
● ClosedSteve Reed - State Farm Insurance Agent is an insurance agency located at 8600 North Main Street in Dayton, Ohio. Just south of Miami Valley North Hospital on North Main Street in Clayton Ohio, Steve Reed and his team have been serving the Miami Valley area for over 35 years. With a focus on making great decisions for their customers, the agency offers a range of insurance and financial services to help manage risks, recover from the unexpected, and realize dreams. The team at Steve Reed - State Farm Insurance Agent is committed to providing genuine relationships, seasoned experience, and honest encouragement to help customers make informed decisions about their insurance and financial needs. Whether it's life insurance, small business protection, or auto maintenance tips, the agency is dedicated to helping customers protect what matters most to them.
8600 N Main St Ste A, Dayton, OH 45415, United States -
Mick Lundy - State Farm Insurance Agent
● ClosedMick Lundy - State Farm Insurance Agent is a reputable insurance agency located at 2430 Dayton Xenia Road, Beavercreek, Ohio, United States. Situated next to Old Scratch Pizza and across from the VFW, the agency offers a wide range of insurance services including auto, home, life, renters, business, boat, motorcycle, and pet insurance. With April being Distracted Driving Awareness month, Mick Lundy and his team are dedicated to ensuring that you have the proper insurance coverage to protect yourself and your family in case of an emergency. They can create a Personal Price Plan tailored to your specific needs and provide expert advice on insurance matters.
2430 Dayton Xenia Rd ste c, Beavercreek, OH 45434, United States -
Joe Maher - State Farm Insurance Agent
● ClosedJoe Maher - State Farm Insurance Agent is a reputable insurance agency located at 1518 Marsetta Drive, Beavercreek, Ohio, United States. With a Bachelor of Business degree from Western Illinois University and over two decades of experience as a State Farm Agent, Joe Maher specializes in insurance and financial services. He holds professional certifications as a Chartered Life Underwriter, Chartered Property and Casualty Underwriter, and ChFC. Specializing in relocations to the Dayton area, Joe Maher's goal is to help clients manage the risks of everyday life by providing education and guidance to make informed decisions. Whether you are looking to protect your loved ones with Personal Price Plans or seeking investment advice for retirement planning, Joe Maher is dedicated to helping you achieve your financial goals.
1518 Marsetta Dr, Beavercreek, OH 45432, United States -
Josh Vivian: Allstate Insurance
● ClosedJosh Vivian: Allstate Insurance is a reputable insurance agency located at 6581 Cincinnati Dayton Road in Ohio, United States. With a strong commitment to providing quality insurance products and exceptional customer service, Josh Vivian and his team strive to help individuals and families protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, Allstate Insurance has you covered. Contact them today to learn more about their personalized insurance solutions tailored to meet your specific needs and budget.
6581 Cincinnati Dayton Rd, Liberty Township, OH 45044, United States -
Nationwide Insurance: Brian D Parrett
● ClosedNationwide Insurance: Brian D Parrett is an insurance agency located at 574 East Dayton-Yellow Springs Road in Fairborn, Ohio, United States. They offer a variety of insurance coverage options including auto, home, commercial, farm, financial, powersports, and human services insurance. The agency is dedicated to providing reliable and comprehensive insurance policies to protect your assets and investments. Whether you need coverage for your home, business, or personal property, Nationwide Insurance: Brian D Parrett can help tailor a plan to meet your specific needs. With a focus on customer service and personalized attention, the team at Brian D Parrett is committed to ensuring that each member has the right insurance plan in place.
574 E Dayton Yellow Springs Rd, Fairborn, OH 45324, United States -
Robert Ford: Allstate Insurance
● ClosedRobert Ford: Allstate Insurance is a trusted insurance agency located at 689 Miamisburg Centerville Road in Dayton, Ohio. With a commitment to providing personalized insurance solutions to meet the needs of individuals, families, and businesses, Robert Ford and his team strive to offer peace of mind and financial protection. Whether you are looking for auto, home, life, or business insurance, they are dedicated to helping you find the right coverage at the right price. Contact Robert Ford: Allstate Insurance today to discuss your insurance needs and receive a personalized quote.
689 Miamisburg Centerville Rd, Dayton, OH 45459, United States -
Farmers Insurance - Brenda Rice
● ClosedFarmers Insurance - Brenda Rice is an insurance agency located at 1440 Yankee Park Place in Dayton, Ohio, United States. As your local Farmers agent, Brenda Rice helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Brenda has the knowledge and experience to help you understand your options. She can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers has been providing reliable insurance products to protect your assets in case of disaster. Brenda can also help you review your life insurance policy to ensure it provides financial support for your loved ones. Additionally, she offers renters insurance, condo insurance, and business insurance tailored to your unique needs. For outdoor enthusiasts, Farmers provides flexible coverage options for motorcycles, boats, ATVs, and more. Brenda can also help you build a solid financial plan for a secure future. Contact Farmers Insurance - Brenda Rice for personalized insurance solutions that meet your needs and budget.
1440 Yankee Park Pl Ste C, Dayton, OH 45458, United States -
Farmers Insurance - Timothy Jago
● ClosedFarmers Insurance - Timothy Jago is an insurance agency located at 7969 Cincinnati Dayton Road in West Chester, Ohio. With almost 30 years of experience as a resident of Ohio, Timothy Jago is proud to serve as your local Farmers® agent. He helps customers identify the insurance coverage that best fits their needs, whether it's home, life, commercial, auto insurance, and more. Timothy has the knowledge and expertise to help you understand your coverage options and make informed decisions. Whether you're looking for comprehensive car insurance, home insurance to protect your valuable possessions, life insurance to provide financial support for your loved ones, renters insurance for your personal belongings, or business insurance to protect your investment, Timothy Jago can help customize a plan that suits your unique needs.
7969 Cincinnati Dayton Rd Ste F, West Chester Township, OH 45069, United States -
Edwin Young III - State Farm Insurance Agent
● ClosedEdwin Young III - State Farm Insurance Agent is a reputable insurance agency located at 3218 Madison Road, Cincinnati, Ohio, United States. With over 20 years of experience with State Farm, Edwin Young III opened his Oakley agency in 2011 to directly assist customers with their insurance needs. As a graduate of University of Dayton, Edwin combines his passion for helping people with his expertise in insurance to provide personalized service to each individual. The agency offers a variety of insurance options including Home Insurance, Auto Insurance, Business Insurance, and Financial Services. The team at Edwin Young III - State Farm Insurance Agency is dedicated to finding the right insurance plan for each customer, taking a holistic approach to managing their insurance needs. Jenny, a key member of the team, provides excellent customer service and can assist with Home and Auto insurance as well as Small Business and Property Insurance needs.
3218 Madison Rd Suite A, Cincinnati, OH 45209, United States -
Dowrey Stover Insurance Agency LLC (Now Woods Agency, Inc)
● ClosedDowrey Stover Insurance Agency LLC, now known as Woods Agency, Inc, is a reputable health insurance agency located at 8075 Cincinnati Dayton Road in Ohio, United States. With a commitment to providing top-notch insurance services, they offer a wide range of health insurance options to meet the unique needs of their clients. Whether you are looking for individual or group coverage, their experienced agents are dedicated to helping you find the best insurance plan for your specific needs. Trust Dowrey Stover Insurance Agency LLC, now Woods Agency, Inc, to protect your health and well-being with their reliable insurance solutions.
8075 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States
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