TOP 10 Financial advising in Maumee, Ohio
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Beebe Financial Services
● OpenBeebe Financial Services is a finance institution located at 1683 Woodlands Drive, Maumee, Ohio, United States. Specializing in comprehensive financial planning, the team at EBF Financial Group works with professional advisors to ensure that clients achieve their financial goals and peace of mind. With a collaborative approach, they coordinate a team of experts including bankers, attorneys, stockbrokers, and accountants to provide the best possible outcomes for their clients. Larry E. Beebe, CLU®, CHFC®, AEP®, Thomas J. Fields, Megan L. Evans, and Alicia Monday are licensed to sell insurance through New York Life and offer securities products and services through NYLIFE Securities LLC. Additionally, they are registered as investment adviser representatives under Eagle Strategies LLC. Evans, Beebe & Fields Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Please consult your own tax, legal, or accounting professional for personalized advice.
1683 Woodlands Dr, Maumee, OH 43537, United States -
Mansour Wealth Management
● OpenMansour Wealth Management is a finance institution located at 1745 Indian Wood Circle, Maumee, Ohio, United States. At Mansour Wealth Management, we prioritize your health and personal relationships as your most valuable assets. We understand that financial security can greatly impact your overall wellness and provide opportunities for you and your loved ones. Our team, with nearly 80 years of combined experience, is dedicated to helping you achieve your personal goals and live life to the fullest. We offer a committed approach to service, utilizing a proven process developed over the years. Please note that the content on our website is for general information purposes only and should not be considered as an offering of advisory services or investment recommendations. Mansour Wealth Management is affiliated with McDonald Partners LLC, which offers securities products, insurance products, brokerage services, and investment advisory services. Registration as an investment adviser does not imply a certain level of skill or training. For more information on McDonald Partners and its services, please refer to the firm's Form ADV on file with the SEC. Accuracy of information is not guaranteed, and opinions expressed are subject to change without notice.
1745 Indian Wood Cir # 210, Maumee, OH 43537, United States -
Kenneth Meinecke - Thrivent
● OpenKenneth Meinecke - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agents/producers of Thrivent are registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about their financial advisors. For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
6546 Weatherfield Ct Bldg B, Ste 2, Maumee, OH 43537, United States
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