TOP 10 Estate planning guidance in Perrysburg, Ohio

Citizen Advisory Group is a finance and insurance agency located at 770 Commerce Drive in Perrysburg, Ohio. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and guidance. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Nathan McAlister, Financial Professional - New York Life, located at 3295 Levis Commons Boulevard in Perrysburg, Ohio, offers a wide range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. The institution helps with everyday tasks, replaces lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They also provide guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and business owners. With a focus on personalized solutions and community support, Nathan McAlister helps clients achieve their financial goals and protect their families' futures.

Howard Bailey Financial, Inc. is a finance institution located at 2280 Levis Commons Boulevard in Perrysburg, Ohio, United States. We specialize in building custom retirement strategies to help reduce risk, increase income, and mitigate taxes. Our process begins with establishing your unique financial philosophy and the purpose of your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures. Our team of advisors and support specialists strive to deliver the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started with defining your Purpose, Financial Planning, Creating Meaning, and a customized L.I.F.E. Plan covering Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We also offer guidance on Social Security benefits and how they can play a role in your overall strategy. Our founder and CEO, Casey Weade, has authored a best-selling book called Job Optional, which teaches how to live life to the fullest without worrying about retirement. We produce educational content through videos, radio shows, and webinars accessible at Retire With Purpose. Whether you have questions about your financial strategy or are ready to start planning your retirement, we are here to help. Please note that investment services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Additionally, insurance products and services are offered through Howard Bailey Financial, Inc™. We look forward to discussing your retirement strategy and financial freedom with you.

Lehner Shope Wealth Group is a reputable finance institution located at 900 West South Boundary Street in Perrysburg, Ohio, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including wealth management, investment planning, retirement planning, and estate planning. With a focus on personalized service and tailored financial solutions, Lehner Shope Wealth Group is committed to providing top-notch financial guidance to individuals and families. Contact us today to learn more about how we can help you secure your financial future.

Chris Walker Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 137 West 3rd Street, Perrysburg, Ohio, United States. The institution, part of Kec, Walker & Associates, has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. Services offered include investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The team at Chris Walker Sr is dedicated to helping clients achieve long-term financial success. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Future financial results cannot be guaranteed. Referrals are appreciated and will be contacted promptly. For more information, visit the institution's website and comply with the terms and regulations outlined.

Kristin Lynn Gedert is a Financial Advisor at Ameriprise Financial Services, LLC, located at 836 West South Boundary Street, Perrysburg, Ohio, United States. She 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®, 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®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Kristin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously expanding her knowledge to better serve her clients. Contact Kristin Lynn Gedert for expert financial advice and guidance.

Joseph Majdalani - Morgan Stanley is a renowned financial institution located at 6250 Levis Commons Boulevard in Perrysburg, Ohio, United States. With a strong reputation in the finance industry, Joseph Majdalani - Morgan Stanley offers a wide range of financial services to individuals and businesses. The institution is known for its expertise in investment management, wealth management, retirement planning, and more. Clients can expect personalized financial solutions tailored to their specific needs and goals. With a team of experienced professionals, Joseph Majdalani - Morgan Stanley is committed to helping clients achieve financial success and security.

Dohn Dyke - Thrivent is a finance institution located at 1070 Commerce Drive in Perrysburg, Ohio, United States. Specializing in financial services, Dohn Dyke - Thrivent offers a range of financial products and solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, Dohn Dyke - Thrivent is committed to providing personalized and comprehensive financial guidance to its clients. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Dohn Dyke - Thrivent can help you navigate the complexities of the financial world and make informed decisions. Visit Dohn Dyke - Thrivent today to discover how they can help you secure your financial future.

Ron Ashley - Thrivent is a finance institution located at 1070 Commerce Drive in Perrysburg, Ohio, United States. Our dedicated team of financial experts is committed to helping individuals and families achieve their financial goals and secure their futures. Whether you're looking to invest for retirement, save for your children's education, or plan for major life events, we are here to provide personalized guidance and support every step of the way. Trust Ron Ashley - Thrivent to help you make informed decisions and build a solid financial foundation for the future.

Spore & Associates is a reputable law firm located at 110 West 2nd Street in Perrysburg, Ohio. With a team of experienced and dedicated lawyers, we provide a wide range of legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our knowledgeable attorneys are here to help. We strive to provide personalized and effective legal solutions to meet the unique needs of each client. Contact Spore & Associates today for expert legal guidance and representation.

Pfost Sara E is a reputable law firm located at 801 West South Boundary Street in Perrysburg, Ohio, United States. Specializing in various areas of law, the firm offers expert legal services to clients in need of professional representation. With a team of experienced and dedicated lawyers, Pfost Sara E is committed to providing high-quality legal counsel and advocating for the best interests of their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, Pfost Sara E is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Portnoy Michael D Attorney At Law is a reputable law firm located at 1070 Commerce Drive in Perrysburg, Ohio. Specializing in various legal matters, Michael D Portnoy offers expert legal advice and representation to clients in need. With years of experience and a dedication to serving the community, this law firm is known for its professionalism and commitment to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance for a business matter, Portnoy Michael D Attorney At Law is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Allotta | Farley Co., LPA is a reputable law firm located at 3240 Levis Commons Boulevard in Perrysburg, Ohio. With a team of experienced lawyers, they specialize in various areas of law including personal injury, criminal defense, family law, estate planning, and more. Clients can expect personalized attention, expert legal advice, and dedicated representation in their legal matters. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Allotta | Farley Co., LPA is committed to providing top-notch legal services to clients in Perrysburg and beyond.

The Joan M Crosser Law Office is a reputable legal institution located at 30939 East River Road in Perrysburg, Ohio, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our team is here to help. Trust the Joan M Crosser Law Office for all your legal needs.

Kerscher Jeffrey M is a reputable law firm located at 28300 Kensington Lane in Perrysburg, Ohio, United States. Specializing in various areas of law, the firm is known for providing high-quality legal services to clients in need of expert guidance and representation. With a team of experienced lawyers, Kerscher Jeffrey M is dedicated to advocating for the rights and interests of their clients, ensuring that they receive the best possible outcome in their legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Kerscher Jeffrey M is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

Kelley & Thebes is a reputable dental institution located at 13003 Roachton Road in Perrysburg, Ohio, United States. Our skilled team of dentists and health professionals are dedicated to providing top-quality oral care services to patients of all ages. From routine cleanings to cosmetic procedures, we offer a wide range of services to help you achieve and maintain a healthy smile. Visit us today and experience the exceptional care and personalized treatment that sets Kelley & Thebes apart.