TOP 30 Best Expert financial planning in Maumee, Ohio

Erin Hens, Bankers Life Agent is a reputable insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Erin Hens and her team are dedicated to helping clients protect their financial futures. With a focus on Bankers Life products, they offer a range of insurance options including life, health, and retirement plans. Trust Erin Hens, Bankers Life Agent to provide expert guidance and support in navigating the complex world of insurance.

Samantha Sattler, Bankers Life Agent is a trusted insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing comprehensive insurance coverage, Samantha Sattler is committed to helping clients protect their financial future. With a focus on personalized service and expert advice, this agency offers a wide range of insurance products to meet the unique needs of each individual or family. Whether you are looking for life insurance, retirement planning, long-term care coverage, or Medicare supplements, Samantha Sattler, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the right policy for your specific circumstances. Contact us today to schedule a consultation and start safeguarding your financial well-being.

TFO Wealth Partners is a leading finance institution located at 1440 Arrowhead Drive in Maumee, Ohio, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for education, or building your investment portfolio, TFO Wealth Partners is here to provide expert guidance and support every step of the way. Contact us today to start planning for a more secure financial future.

Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.

Josh Holzemer is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in employee benefit solutions for mid to large-size employers across Ohio and the midwest, Josh and his team at Savage and Associates offer a comprehensive approach to designing and servicing employee benefit plans. With a background as a Wholesaler with Transamerica, Josh brings a wealth of experience to the table. A graduate of Ohio University with a degree in Finance and Entrepreneurship, Josh is also a dedicated volunteer for the Sylvania Mavericks youth travel baseball organization. Securities and investment advisory services are offered through Osaic Wealth, Inc., ensuring clients receive expert financial guidance. Serving clients in numerous states, Josh Holzemer provides top-notch financial services with a personal touch.

Savage & Associates - Steve Cochran is a finance, health, and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Cochran is an independent investment advisor who provides wealth advisory services to individuals and families. As a fiduciary, Steve offers objective advice to his clients through fee-based wealth management, helping them feel more educated, confident, and in control of their financial futures. Steve Cochran joined Savage and Associates in 2010 after starting his financial services career at Morgan Stanley and Edward Jones. He holds multiple degrees and securities registrations in several states. Steve and his wife, Stacy, live in Ottawa Hills with their two sons and he is actively involved in coaching youth sports and volunteering with nonprofit organizations.

Scott Toland is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Scott's main focus is on helping clients plan for their future by creating specific financial plans tailored to each individual's goals. He provides strategies such as tax-saving methods and prioritizes structure over rate of return to help maximize income during retirement. Scott is a graduate of Toledo’s Central Catholic High School and Siena Heights University, where he studied business and history. A Maumee native, Scott enjoys spending time with his family in Northern Michigan during the summer. He is a dedicated fan of the University of Michigan, Dallas Cowboys, and Detroit Tigers. In his free time, Scott enjoys outdoor activities, traveling, playing the piano, and learning about history.

Brady Fineske is a reputable finance institution located at 1440 Arrowhead Drive in Maumee, Ohio, United States. With a strong focus on providing expert financial services to individuals and businesses, Brady Fineske prides itself on delivering personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Brady Fineske is committed to providing top-notch service and guidance every step of the way.

Bluhm and Associates, Inc. is a reputable finance institution located at 422 West Sophia Street in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, Bluhm and Associates, Inc. has built a solid reputation for excellence in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment guidance, retirement planning, or estate management, Bluhm and Associates, Inc. is committed to providing you with the highest level of service and expertise. Visit their office today to learn more about how they can help you secure your financial future.

Scott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.

Voyageur Advisory Group is a reputable financial and legal institution located at 1721 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing expert guidance and services in finance and law, our team of professionals offers personalized solutions to help individuals and businesses navigate complex financial and legal matters. With a commitment to excellence and a client-centered approach, Voyageur Advisory Group is dedicated to helping our clients achieve their financial and legal goals effectively and efficiently. Contact us today to learn more about how we can assist you with your financial and legal needs.

Zach Lucas is a reputable finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With a focus on providing expert financial services and advice, Zach Lucas is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, the experienced team at Zach Lucas is here to help. Trust in Zach Lucas for all your financial needs.

David Patton - Raymond James is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing top-notch financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust David Patton - Raymond James for expert financial guidance and personalized solutions tailored to your unique needs.

Kelly Savage is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 1993, Kelly Savage has been dedicated to helping individuals achieve their dreams and goals through sound financial planning. As a life and qualifying member of the Million Dollar Round Table and an accredited Investment Fiduciary, Kelly is committed to providing expert advice and tools to protect her clients and their families. She believes in giving back to the community and has served on various boards, including The American Cancer Society and the University of Toledo’s Athletic Committee. Kelly is a graduate of Notre Dame Academy and The University of Toledo, where she was a standout basketball player. She is passionate about helping others and enjoys golfing, watching sports, and supporting the less fortunate with her husband, Kim. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that when you visit external websites linked from this page, you are leaving the Kelly Savage website.

Chase Canning - Thrivent is a finance institution located at 6546 Weatherfield Court in Maumee, Ohio, United States. Our team of financial experts is dedicated to helping individuals and businesses achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Chase Canning - Thrivent is committed to helping our clients secure their financial futures.

Erin L. Stickel is a reputable finance institution located at 1684 Woodlands Drive in Maumee, Ohio, United States. Specializing in financial services, Erin L. Stickel offers expert guidance and support to individuals and businesses looking to manage their finances effectively. With a focus on personalized solutions and exceptional customer service, clients can trust Erin L. Stickel to help them achieve their financial goals.

Kathleen S. Kawczynski is a reputable finance institution located at 1760 Manley Road in Maumee, Ohio, United States. With a strong commitment to providing top-notch financial services, Kathleen S. Kawczynski offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kathleen S. Kawczynski today for expert financial advice and personalized service.

Jackson Hewitt Tax Service is a reputable accounting and finance institution located on Conant Street in Maumee, Ohio, United States. With a dedicated team of experts, they provide top-notch tax preparation services to individuals and businesses alike. Whether you need assistance with filing your taxes or optimizing your financial strategies, Jackson Hewitt Tax Service is here to help. Trustworthy, reliable, and efficient, they are committed to helping you achieve your financial goals.

Tax Assistance Group - Toledo is a reputable institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. Specializing in accounting, finance, and legal services, our team of experts are dedicated to helping individuals with tax debt problems. Our satisfied clients have praised us for our professionalism, friendliness, and knowledge in resolving their tax issues. Whether you need assistance with tax relief or collection work, our experienced attorneys, CPA’s, and enrolled agents are here to help. Trust Tax Assistance Group - Toledo, a MoneySolver company, to provide you with the support and guidance you need to achieve financial freedom. Contact us today to learn more about our services and how we can assist you with your tax problems.

alliantgroup is a leading accounting and finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing expert financial services, alliantgroup offers a range of solutions for individuals and businesses looking to optimize their financial strategies. Their team of professionals is dedicated to helping clients navigate the complexities of accounting and finance, ensuring they make informed decisions that lead to financial success. Whether you need assistance with tax planning, financial analysis, or investment strategies, alliantgroup is committed to providing top-notch service and support.

Bock Korsnack & Hinds Inc: Hinds Robert I CPA is a reputable accounting and finance institution located at 1607 Holland Road in Maumee, Ohio, United States. With a focus on providing top-notch financial services, the institution is led by expert CPA Robert I Hinds. Clients can expect professional and reliable assistance with their accounting and financial needs.

Haessler & Associates Inc is a leading accounting and finance firm located at 1700 Woodlands Drive in Maumee, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services including tax planning, auditing, bookkeeping, and financial consulting. Our commitment to excellence and personalized approach sets us apart from other firms, ensuring that each client receives the individualized attention and expert guidance they deserve. Contact us today to learn how Haessler & Associates Inc can help you achieve your financial goals.

Haesslar John H CPA is a reputable accounting and finance institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing or strategic financial planning, Haesslar John H CPA is committed to providing professional and personalized services to meet your needs.

Callahan Tim R CPA is a reputable accounting and finance institution located at 1607 Holland Road in Maumee, Ohio, United States. With years of experience in the industry, they provide expert financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, or financial planning, the team at Callahan Tim R CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, this institution is the go-to choice for all your accounting and finance needs.