TOP 30 Best Estate tax planning in Defiance, Ohio

Welcome to Superior Credit Union, your trusted partner for all your financial needs for over seven decades. Conveniently located at 8959 Ohio 66, Defiance, Ohio, we're more than just a bank; we're a community dedicated to helping you achieve financial success. At Superior Credit Union, we believe in the power of personal stories and are committed to helping you start your #SuperiorStory. Each tax season, we proudly offer FREE Tax Preparation and E-Filing services to our members with low to moderate income, ensuring you get the most out of your tax returns. Our certified employees are here to assist you every step of the way.

H&R Block is a trusted accounting and finance institution located at 821 Defiance Street in Wapakoneta, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of accounting and finance with ease and confidence. Visit us today to learn more about how we can assist you in achieving your financial goals.

Hughes Financial Services is a reputable insurance agency located at 310 East 2nd Street in Defiance, Ohio, United States. With a strong commitment to providing top-notch insurance solutions, Hughes Financial Services offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Hughes Financial Services is dedicated to helping you find the right coverage at the best possible rates. Visit their office today and let them assist you in protecting what matters most to you.

David Kryder - Prudential Financial is a reputable finance and insurance agency located at 609 West 3rd Street in Defiance, Ohio, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of their clients, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, David Kryder - Prudential Financial is committed to delivering top-notch service and expertise in the areas of financial planning, investments, retirement planning, and insurance coverage. Contact them today to learn more about how they can assist you in securing your financial future.

LS Wealth Management LLC is a comprehensive financial institution located at 110 West High Street in Bryan, Ohio, United States. Specializing in accounting, finance, and insurance services, we are dedicated to helping individuals achieve financial independence through retirement planning. Our six-step Redefining Wealth Process™ guides you through key areas of retirement risk, ensuring that you have a personalized plan in place to lower risk, raise income, and minimize tax risks. At LS Wealth Management LLC, we believe that financial planning should never be a one-size-fits-all approach. That's why we offer complimentary one-on-one consultations to discuss your unique financial strategy and goals. Whether you're looking to start building your Redefining Wealth Framework™ or simply have questions about your current financial situation, our team is here to help.

Edward Jones - Financial Advisor: Matt Schmenk, AAMS™ is a reputable financial institution located at 410 5th Street in Defiance, Ohio, United States. As a trusted advisor, Matt Schmenk, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Matt Schmenk, AAMS™ and the team at Edward Jones are dedicated to providing tailored solutions to meet your individual needs.

Edward Jones - Financial Advisor: Jeremy L Otte is a trusted financial institution located at 100 Stadium Drive in Defiance, Ohio, United States. Specializing in finance, they provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Jeremy L Otte and his team offer a range of services including retirement planning, investment strategies, and wealth management. Whether you are looking to plan for the future or optimize your current financial situation, Edward Jones - Financial Advisor: Jeremy L Otte is dedicated to providing top-notch service and support.

Attorneys' Title Agency of Northwest Ohio, Inc. is a reputable insurance agency located at 419 5th Street in Defiance, Ohio, United States. Specializing in title insurance services, their team of experienced attorneys and professionals provide comprehensive protection for property owners, lenders, and real estate professionals. With a commitment to excellence and customer satisfaction, Attorneys' Title Agency of Northwest Ohio, Inc. is dedicated to ensuring a smooth and secure real estate transaction process for their clients.

Weber Ian A is a reputable institution located at 401 Wayne Avenue in Defiance, Ohio, United States. Known for their expertise and professionalism, they offer a wide range of services to meet the needs of their clients. Whether you are in need of legal advice, financial planning, or other professional services, Weber Ian A is dedicated to providing top-notch assistance. Their experienced team is committed to ensuring that each client receives personalized attention and high-quality service. Visit Weber Ian A today to see how they can help you achieve your goals.

Hanna & Fisher, located at 822 Oakwood Avenue in Napoleon, Ohio, is a reputable law firm serving clients in Henry, Defiance, Williams, Fulton, Wood, and Putnam Counties. Specializing in a wide range of legal services including Elder Law, Probate and Estate Planning, Family Law, Business Relationships, Real Estate, Landlord – Tenant Law, Collections, Banking Law, Consumer Rights Law, Personal Injury, and Mediation, Hanna & Fisher is dedicated to providing top-notch legal representation to their clients. Clients have praised the warm and inviting atmosphere of the office, as well as the efficient and effective legal services provided. Whether you are facing a family law issue, need assistance with estate planning, or require representation for a personal injury case, the experienced attorneys at Hanna & Fisher are ready to help. Contact them today to schedule a consultation and see why they have earned a reputation for excellence in the legal community.

Hubbard Law Firm, LLC, located at 650 West 1st Street in Defiance, Ohio, is a trusted law firm led by Steve Hubbard. Specializing in a wide range of legal services for individuals, businesses, organizations, and financial institutions, the firm prides itself on providing quality, efficient, and responsive representation. With a strong focus on personal attention and professional service, Hubbard Law Firm is dedicated to delivering innovative and high-quality legal services at a reasonable cost. Steve Hubbard has a longstanding tradition of excellence in providing legal services to clients throughout Northwest Ohio, including Defiance, Hicksville, Wauseon, Napoleon, and Bryan. The firm's commitment to personal integrity and professional excellence ensures that clients receive the quality legal representation they deserve.

Mcquades Co LPA is a reputable law firm located at 200 North Defiance Street in Archbold, Ohio, United States. Specializing in various legal services, the team of experienced lawyers at Mcquades Co LPA is dedicated to providing top-notch legal representation and guidance to clients in need. With a commitment to excellence and a focus on client satisfaction, Mcquades Co LPA is a trusted institution for all your legal needs.

The State Bank and Trust Company is a reputable financial institution located at 510 West 3rd Street in Defiance, Ohio, United States. As a trusted bank, they offer a wide range of financial services to meet the needs of individuals, businesses, and communities. With a strong commitment to customer service and financial expertise, The State Bank and Trust Company is dedicated to helping their clients achieve their financial goals. Whether you are looking for personal banking solutions or business financing options, you can rely on The State Bank and Trust Company for reliable and professional service.

Rupp, Hagans & Bohmer, LLP is a well-established law firm located at 302 North Defiance Street in Archbold, Ohio, United States. Our team of experienced attorneys is dedicated to helping our clients succeed by providing professional and personalized legal services. With over 100 years of combined legal experience, each of our lawyers brings a unique skill set to the table, making us a trusted choice for handling a variety of legal needs. At Rupp, Hagans & Bohmer, LLP, we offer a wide range of services tailored to meet the individual needs of our clients. Whether you are in need of representation for real estate transactions, corporate and business matters, probate estate and trust administration, employment law issues, or estate and trust planning, we have the expertise to assist you every step of the way.

CIG Financial Services is a reputable finance institution located at 219 North Defiance Street in Archbold, Ohio, United States. With a commitment to providing top-notch financial services, CIG offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you're looking for assistance with investments, loans, or financial planning, the experienced professionals at CIG Financial Services are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Essex Troy A is a reputable law firm located at 419 5th Street in Defiance, Ohio, United States. Specializing in various areas of law, the experienced team at Essex Troy A provides expert legal advice and representation to clients in need. With a commitment to excellence and a track record of successful cases, Essex Troy A is a trusted institution in the legal community. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with estate planning, Essex Troy A is here to help guide you through the legal process with professionalism and integrity. Contact them today to schedule a consultation and discuss your legal needs.

Welcome to State Bank, your trusted financial partner located at 1600 North Clinton Street, Defiance, Ohio. As a cornerstone of the community, we are committed to providing exceptional banking services tailored to meet your financial needs. Whether you're looking to manage your personal finances, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art ATMs offer convenient access to your funds around the clock, ensuring you have the flexibility to manage your finances on your schedule. At State Bank, we pride ourselves on delivering personalized service with a focus on building long-lasting relationships with our clients.

Northwestern Mutual is a reputable finance and insurance agency located at 121 Clinton Street in Defiance, Ohio, United States. With a strong commitment to helping individuals and businesses achieve financial security and peace of mind, Northwestern Mutual offers a wide range of services including financial planning, investment management, and insurance solutions. Their team of experienced advisors are dedicated to providing personalized guidance and support to help clients reach their financial goals. Whether you are looking to secure your future or protect your assets, Northwestern Mutual is a trusted partner you can rely on.

Demland Wealth is a premier financial institution located at 1125 Ralston Avenue in Defiance, Ohio, United States. We specialize in providing top-notch financial services to our clients, helping them achieve their wealth management goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Demland Wealth is here to help you every step of the way. Trust us to be your partner in building a secure financial future.

Freedom Investment Services is a leading finance institution located at 1207 South Defiance Street in Archbold, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, our experts are here to provide personalized guidance and support. At Freedom Investment Services, we prioritize transparency, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards financial freedom.

Edward Jones - Financial Advisor: Logan Wolfrum is a reputable finance institution located at 101 Clinton Street in Defiance, Ohio, United States. As a trusted financial advisor, Logan Wolfrum provides personalized investment advice 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: Logan Wolfrum is dedicated to helping individuals and families secure their financial future.

Raymond James Financial Services is a finance institution located at 1175 Hotel Drive in Defiance, Ohio, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to client satisfaction set them apart in the finance industry.

Wells Fargo Advisors is a finance institution located at 419 5th Street in Defiance, Ohio, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and guidance tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you make informed decisions and secure your financial future.

Ian Malhoit is a Financial Advisor at Ameriprise Financial Services, LLC located at 912 East 2nd Street, Defiance, Ohio, United States. Ian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Ian is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or retirement planning, Ian Malhoit is here to help. Contact him today for expert financial guidance.

Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 912 East 2nd Street, Defiance, Ohio, United States. Barbara G Malhoit holds various certifications such as 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 expertise in various areas of finance such as asset management, retirement planning, estate planning, investment analysis, and more. Barbara G Malhoit is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay current in the ever-changing financial landscape.

Malhoit & Associates - Ameriprise Financial Services, LLC is a finance institution located at 912 East 2nd Street in Defiance, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this time. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Our website contains important disclosures, rules, and regulations that users agree to be bound by when using our services. We are a member of FINRA and SIPC, ensuring the protection of your investments. We appreciate the opportunity to assist your friends or family members with their financial goals and will be reaching out to them soon. Thank you for trusting Malhoit & Associates - Ameriprise Financial Services, LLC with your financial needs.

Welcome to RFCBC Inc., your trusted partner in financial services located in the heart of Defiance, Ohio. Conveniently situated at 401 Clinton Street, RFCBC Inc. offers a comprehensive range of banking and financial solutions tailored to meet your needs. Whether you're looking to manage your day-to-day banking, access our ATM services, or explore financial planning and investment opportunities, our dedicated team is here to assist you with personalized service and expert advice. At RFCBC Inc., we pride ourselves on building strong relationships with our clients and the community, ensuring that your financial future is secure and prosperous. Visit us today to experience the difference of a locally-driven, customer-focused approach to banking and finance.

Welcome to American Freedom Financial Services, your trusted partner in achieving financial independence and success. Conveniently located at 123 Clinton Street in Defiance, Ohio, we are committed to providing personalized financial solutions that cater to your unique needs and goals. Our team of experienced professionals offers a wide range of services, including financial planning, investment advice, retirement strategies, and more, all designed to help you navigate the complexities of the financial world with confidence. At American Freedom Financial Services, we pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Jennifer Hart, Harmony Realty Group LLC, your trusted partner in real estate located in the heart of Defiance, Ohio. Situated at 905 North Clinton Street, our dedicated team is committed to providing exceptional service and personalized solutions for all your real estate needs. Whether you're buying, selling, or investing, we offer expert guidance and a deep understanding of the local market to ensure a seamless and rewarding experience. At Harmony Realty Group, we pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and a shared vision for your future. Visit us today and discover how we can help you achieve your real estate goals with confidence and ease.