TOP 30 Estate planning services in Sandusky, Ohio

34 results found

Marie T Shultz is a Financial Advisor at Ameriprise Financial Services, LLC located at 1604 East Perkins Avenue in Sandusky, Ohio, United States. Marie 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Marie is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Marie T Shultz for comprehensive and personalized financial planning services.

Carl Overmyer - Financial Advisor, Ameriprise Financial Services, LLC, located at 1604 East Perkins Avenue in Sandusky, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Carl Overmyer holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to upholding high standards of professionalism and expertise in asset management, estate planning, investment strategies, and retirement planning. With specialized designations such as Certified Divorce Financial Analyst, Chartered Financial Consultant, and Certified Kingdom Advisor, Carl Overmyer is equipped to provide tailored financial solutions to clients from diverse backgrounds and financial situations. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Carl Overmyer is dedicated to helping you achieve your financial goals with integrity and expertise. Contact Carl Overmyer - Financial Advisor, Ameriprise Financial Services, LLC, for personalized financial guidance and support.

New York Life Insurance Company: Chad S Baker is an insurance agency located at 117 West Wyandot Avenue, Upper Sandusky, Ohio, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, bundled investments with low fees, and guidance for creating investment strategies and estate plans. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and financial support for bereavement, education, workplace initiatives, and local communities. With over 12,000 agents nationwide, New York Life is dedicated to helping individuals and families thrive financially and personally. They have been in business since 1845 and have a strong commitment to diversity, responsibility, and service. Whether you are just starting to plan for your financial future or need help with a complex situation, New York Life can tailor flexible solutions to meet your needs and budget. Their mission is to make the world a better place through responsible investing, community engagement, and philanthropic efforts. With a diverse workforce that reflects the communities they serve, New York Life is prepared to help every family achieve financial security and peace of mind.

Romick Wealth Strategies, LLC is a reputable finance institution located at 101 West Sandusky Street in Findlay, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we are committed to providing expert guidance and support to help our clients secure their financial future. Contact us today to learn more about how Romick Wealth Strategies can help you reach your financial objectives.

W.A. Smith Financial Group is a reputable finance institution located at 4604 Timber Commons Drive in Sandusky, Ohio, United States. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, W.A. Smith Financial Group is here to help. Contact us today to schedule a consultation and start building a secure financial future.

Steven Patterson - Thrivent is a finance institution located at 2411 Hull Road, Sandusky, Ohio, United States. They are licensed in multiple states including FL, IN, KS, KY, MI, NC, OH, PA, TX, WI, and WV, providing holistic financial services in the Sandusky, Huron, Norwalk, Bellevue, Monroeville, Milan, Castalia, Port Clinton, Lakeside, and Marblehead areas. Their services include wealth accumulation, risk management strategies, life and health benefit consulting, long-term care and estate protection strategies, tax strategies, executive benefits, and employer benefits strategies. Thrivent does not provide legal, accounting, or tax advice and recommends consulting with a professional in those areas. They offer financial planning and investment advisory services through their Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent as well as securities and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.

Barnes Wendling CPAs is a leading accounting, tax, and advisory firm located at 5002 Timber Commons Drive in Sandusky, Ohio, United States. Our team of professionals is dedicated to building and maintaining our clients' net worth by offering a range of services for privately-held businesses in various industries, as well as family offices and individuals with high-net worth. Our BRISE Model helps us create customized plans to help our clients achieve their financial goals. From identifying strengths and weaknesses in your business to creating retirement and investment plans, our advisors are here to help you every step of the way. Our clients have praised us for our knowledge, expertise, and exceptional service, making us a trusted partner in their financial success. Whether you need help with estate planning, business transitions, or M&A accounting, the team at Barnes Wendling CPAs is here to provide you with top-notch service that is worth every penny. Contact us today to see how we can help you reach your financial goals.

CTM Financial Advisors is a reputable finance institution located at 1302 Cleveland Road West in Sandusky, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CTM Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start securing your financial future.

Edward Jones - Financial Advisor: Jeff Wehner, AAMS™ is a reputable financial institution located at 1206 Hull Road in Sandusky, Ohio, United States. Specializing in finance, Jeff Wehner, AAMS™ provides expert advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, clients can trust in the expertise and professionalism of Jeff Wehner, AAMS™ to help them achieve their financial goals.

Stifel is a leading finance institution located at 205 West Water Street in Sandusky, Ohio, United States. With a strong reputation for providing top-notch financial services, Stifel offers a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking for wealth management, investment banking, or other financial services, Stifel's team of experienced professionals are dedicated to providing personalized advice and support. Visit Stifel today to discover how they can help you secure your financial future.

DL Williams Law Office, LLC is a reputable law firm located at 101 West Sandusky Street in Findlay, Ohio. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at DL Williams Law Office, LLC is dedicated to providing top-notch legal representation and personalized service to clients in need. With a commitment to achieving the best possible outcomes for their clients, this law office is known for their professionalism, expertise, and integrity in the legal field. If you are in need of legal assistance in Findlay, Ohio, look no further than DL Williams Law Office, LLC.

Robison, Curphey & O'Connell (RCO) is a renowned law firm located at 220 West Sandusky Street in Findlay, Ohio, United States. Our team of experienced lawyers specializes in providing comprehensive legal solutions tailored to meet the varying needs of our clients. Whether it's drafting a simple will or navigating complex international business transactions, we are here to help. In today's fast-paced business environment, our team of business advisors is dedicated to helping clients anticipate and adapt to the ever-changing landscape. We understand that legal matters can be overwhelming, which is why we strive to deliver practical guidance in terms that are easy to understand, helping our clients achieve their goals and dreams.

Cline Cook & Weisenburger Co is a reputable law firm located at 11201 Sandusky Street in Perrysburg, Ohio. With a team of experienced lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of assistance with personal injury, family law, estate planning, or business law, their dedicated team is committed to providing top-notch representation and personalized attention to each client. Trust Cline Cook & Weisenburger Co for all your legal needs in Perrysburg and beyond.

Emily P. Beckley is a reputable law firm located at 106 East Wyandot Avenue in Upper Sandusky, Ohio. Specializing in various legal services, the institution is dedicated to providing top-notch legal representation and guidance to its clients. With a team of experienced and knowledgeable lawyers, Emily P. Beckley is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are in need of assistance with family law, criminal defense, or estate planning, you can trust Emily P. Beckley to provide expert legal advice and advocacy. Contact them today to schedule a consultation and see how they can help you with your legal needs.

Grafmiller Richard A is a reputable law firm located at 118 North 5th Street in Upper Sandusky, Ohio. Specializing in various legal services, the firm is known for its experienced and knowledgeable lawyers who provide top-notch representation to clients in need. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with estate planning, Grafmiller Richard A is dedicated to helping you navigate the legal system with confidence and peace of mind. Contact them today for professional and reliable legal assistance.

Lawyers Title Agency Wyandot County is a reputable institution located at 50 Court Street in Upper Sandusky, Ohio, United States. As a trusted lawyer agency, they provide a range of legal services to clients in the area. With a team of experienced attorneys, they offer expert advice and representation in various legal matters. Whether you are in need of assistance with real estate transactions, estate planning, or any other legal issue, Lawyers Title Agency Wyandot County is dedicated to providing top-notch service to meet your needs.

Scheck Laurie A is a reputable law firm located at 106 East Wyandot Avenue in Upper Sandusky, Ohio, United States. Specializing in various areas of law, the experienced team at Scheck Laurie A is dedicated to providing top-notch legal services to their clients. From personal injury cases to estate planning, their lawyers are committed to achieving the best possible outcome for each individual case. With a strong reputation for professionalism and success, Scheck Laurie A is a trusted choice for legal representation in the Upper Sandusky area.

Bartholomew & Pfeifer is a reputable law firm located at 110 East Wyandot Avenue in Upper Sandusky, Ohio. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in the local community and beyond. Specializing in various areas of law, including personal injury, family law, estate planning, and more, Bartholomew & Pfeifer is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal representation or seeking expert advice, Bartholomew & Pfeifer is here to help.

Stansbery Schoenberger Scheck is a reputable law firm located at 16 East Wyandot Avenue in Upper Sandusky, Ohio, United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team of lawyers at Stansbery Schoenberger Scheck is dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to excellence and a track record of success, this institution is a trusted choice for anyone in need of legal services in the Upper Sandusky area.

Roger W. Hafford Attorney At Law is a trusted legal institution located at 621 Croghan Street in Fremont, Ohio. Specializing in real estate and family law, Attorney Roger W. Hafford serves the residents of Sandusky County with dedication and expertise. Services provided include estate planning, wills, probate, and power of attorneys. In addition to real estate and family law, Roger W. Hafford, Attorney at Law also offers legal assistance for OVI, traffic violations, accidents, and personal injury cases in Fremont, Ohio. With a deep understanding of the complexities involved in these matters, Attorney Hafford works tirelessly to protect the rights and interests of his clients.

Dougherty Law Offices is a reputable law firm located at 429 East Sandusky Avenue in Bellefontaine, Ohio. Specializing in various legal services, their team of experienced lawyers is dedicated to providing expert legal advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a criminal defense matter, Dougherty Law Offices is here to help. With a commitment to excellence and a track record of success, you can trust in their professionalism and expertise to guide you through the legal process. Contact Dougherty Law Offices today to schedule a consultation and discuss your legal needs.

Kademenos, Wisehart, Hines, Dolyk & Wright Co. LPA is a law firm located at 502 West Washington Street in Sandusky, Ohio. Specializing in criminal defense, workers' compensation, personal injury, bankruptcy, and estate planning, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Conveniently located near the Erie County Courthouse, our firm is easily accessible for those seeking legal assistance in the Sandusky area. Our attorneys have successfully represented clients in a wide range of cases, including car accidents, workers' compensation claims, criminal charges, bankruptcy filings, and estate planning matters. Whether you have been injured in an accident, facing criminal charges, struggling with debt, or planning for the future, our team is here to help guide you through the legal process and fight for your rights.

Michael L Brumbaugh Co LPA is a law firm located in Sandusky, Ohio, specializing in elder law. Elder law is a complex and growing field that addresses the unique legal issues faced by seniors, such as long-term care planning, Medicaid planning, estate planning, and veterans' benefits. The goal of elder law is asset protection and aging in place, allowing seniors to protect their hard-earned money and assets while still leaving an inheritance for their loved ones. The team at the Brumbaugh Law Firm offers free informational seminars and personalized legal services to help individuals and families navigate the complexities of elder law and estate planning. Clients praise the firm for their knowledge, expertise, and dedication to helping them create the best plan for their future.

Chapman Benjamin M is a well-established law firm located at 602 Jackson Street in Sandusky, Ohio, United States. Specializing in various legal matters, the dedicated team at Chapman Benjamin M provides expert legal services to clients in need of representation. From personal injury cases to estate planning and everything in between, Chapman Benjamin M is committed to delivering personalized and effective legal solutions tailored to each client's unique needs. With a reputation for professionalism and integrity, Chapman Benjamin M is a trusted choice for legal representation in the Sandusky area.

Curtis J Koch is a reputable law firm located at 1115 5th Street in Sandusky, Ohio, United States. Specializing in various areas of law, the firm is known for its dedication to providing high-quality legal services to clients in need. With a team of experienced and knowledgeable lawyers, Curtis J Koch is committed to representing their clients' best interests and achieving successful outcomes. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a criminal matter, you can trust Curtis J Koch to provide expert legal guidance and support. Contact them today to schedule a consultation and see how they can help with your legal needs.

Gina M. McNea Co., L.P.A. is a reputable law firm located at 118 East Adams Street in Sandusky, Ohio, United States. With a team of experienced lawyers, they specialize in providing expert legal services in various areas of law. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, Gina M. McNea Co., L.P.A. is dedicated to providing top-notch legal counsel and representation to their clients. Their commitment to excellence and client satisfaction sets them apart as a trusted and reliable law firm in the Sandusky area.

Oglesby & Oglesby Attorneys At Law is a respected law firm located at 618 West Washington Street in Sandusky, Ohio, United States. Specializing in a variety of legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are in need of assistance with personal injury cases, criminal defense, family law matters, or estate planning, our skilled attorneys are here to help. Trust Oglesby & Oglesby Attorneys At Law to handle your legal needs with professionalism and expertise.

Hiltz, Wiedemann, Allton & Koch Co., L.P.A. is a reputable law firm located at 1115 5th Street in Sandusky, Ohio, United States. With a team of experienced lawyers, they specialize in a wide range of legal services including personal injury, criminal defense, family law, estate planning, and more. Clients can expect personalized attention and expert representation from a team dedicated to achieving the best possible outcomes for their cases. Whether you are facing a legal issue or simply need legal advice, Hiltz, Wiedemann, Allton & Koch Co., L.P.A. is here to help.

Reminger Co LPA is a prestigious law firm located on East Market Street in Sandusky, Ohio. With a team of highly skilled and experienced lawyers, they specialize in a wide range of legal services including litigation, corporate law, estate planning, and more. Clients can expect top-notch legal representation and personalized attention to help them navigate through their legal challenges. Whether you are facing a complex legal issue or simply need legal advice, Reminger Co LPA is dedicated to providing exceptional service and achieving the best possible outcome for their clients.

Kaufman Kaufman & Associates is a reputable law firm located at 422 East Monroe Street in Sandusky, Ohio, United States. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you need assistance with personal injury claims, estate planning, or criminal defense, our knowledgeable attorneys are here to help. Trust Kaufman Kaufman & Associates for all your legal needs.