Financial advisor for comprehensive planning in Lima, OH
14 results found
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Gerber Insurance & Financial Services
● ClosedGerber Insurance & Financial Services, located at 1087 Fairwood Avenue in Marion, Ohio, is a family-owned health and insurance agency that has been serving clients in South Central and Northwestern Ohio since 1943. With three generations of experience, we strive to make every client feel like a member of our family, taking the time to understand their needs and provide the right coverage to protect what matters most to them. Our dedicated agents are committed to being there for you when you need us most, offering trusted advice and insurance solutions to individuals, families, and businesses of all sizes. With offices in Chillicothe, Lima, Waverly, and Marion, we proudly serve communities throughout Ohio, including Circleville, Washington Courthouse, Greenfield, and Canal Winchester. Our satisfied clients appreciate our worry-free insurance experience, excellent customer service, and consultant-style interactions. Whether you need coverage for your home, vehicles, or business, Gerber Insurance & Financial Services is here to help you find the right solutions to meet your needs. Contact us today and see why you should switch to Gerber Insurance & Financial Services for all your insurance needs.
1087 Fairwood Ave, Marion, OH 43302, United States -
Anchor Financial Management LLC
● OpenAnchor Financial Management LLC is a reputable finance institution located at 4090 Cypress Avenue in Lima, Ohio, United States. We specialize in providing expert financial management services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management services, Anchor Financial Management LLC is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
4090 Cypress Ave, Lima, OH 45806, United States -
William G Sackett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWilliam G Sackett is a financial advisor at Ameriprise Financial Services, LLC located at 2963 Blue Jacket Court, Lima, Ohio, United States. With a focus on providing personalized financial advice, William G Sackett offers a range of services to help clients achieve their financial goals. Background and qualification information can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. Clients can expect to receive expert guidance on stock prices and market trends, with a discussion on whether the current bull market rally will extend further into 2024. William G Sackett is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website.
2963 Blue Jacket Ct, Lima, OH 45806, United States -
Edward Jones - Financial Advisor: Matthew F Graff, AAMS™
● ClosedEdward Jones - Financial Advisor: Matthew F Graff, AAMS™ is a reputable financial institution located at 2025 North Cable Road in Lima, Ohio, United States. As a certified Accredited Asset Management Specialist (AAMS™), Matthew F Graff offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Matthew F Graff and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
2025 N Cable Rd, Lima, OH 45805, United States -
Douglas W Bell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas W Bell, a financial advisor at Ameriprise Financial Services, LLC, located at 3077 West Elm Street in Lima, Ohio, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Douglas takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident and in control of their financial lives. Background and qualification information for Douglas W Bell can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
3077 W Elm St, Lima, OH 45805, United States -
One Point Financial
● OpenOne Point Financial is a reputable finance institution located at 2640 Harding Highway in Lima, Ohio, United States. With a focus on providing comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or need assistance with budgeting and financial planning, One Point Financial is here to help. Visit us today to learn more about how we can assist you in securing your financial future.
2640 Harding Hwy, Lima, OH 45804, United States -
Tyler Sutton - State Farm Insurance Agent
● ClosedTyler Sutton - State Farm Insurance Agent is a trusted insurance agency located at 3117 West Elm Street in Lima, Ohio. With a commitment to providing personalized service and comprehensive coverage options, Tyler Sutton and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, they have the knowledge and expertise to assist you in finding the right policy for your specific needs. Stop by their office or give them a call to discuss your insurance needs and let Tyler Sutton - State Farm Insurance Agent provide you with peace of mind.
3117 W Elm St, Lima, OH 45805, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 1662 West Breese Road in Lima, Ohio, United States. With a strong focus on providing personalized financial planning and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their future. The institution boasts a team of knowledgeable and experienced financial advisors who are dedicated to providing top-notch service and guidance to clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is a trusted institution that can help you navigate the complexities of the financial world.
1662 W Breese Rd # H, Lima, OH 45806, United States -
Farmers Insurance - Alan Davis
● ClosedFarmers Insurance - Alan Davis is a reputable insurance agency located at 2550 West Breese Road, Lima, Ohio, United States. As a local Farmers® agent in Minster, OH, Alan Davis helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® has been providing insurance products to protect homes, cars, businesses, and more. Whether you need auto, home, renters, business, life, or recreational insurance, Alan Davis can help you customize a plan to reduce your risk and protect your investments. By bundling policies, you can save money and have peace of mind knowing that your assets are secure. Contact Alan Davis today for a personalized insurance quote and start building a solid financial plan for the future.
2550 W Breese Rd, Lima, OH 45805, United States -
Farmers Insurance - Chadrick Williams
● ClosedFarmers Insurance - Chadrick Williams is an insurance agency located at 2895 Harding Highway in Lima, Ohio, United States. As a lifelong resident of Lima, Chadrick Williams takes pride in serving the community and surrounding areas as a local Farmers® agent with over 9 years of industry experience. The agency focuses on addressing clients' insurance needs by taking a personable approach in listening and understanding their customers. They guide clients through the insurance process to ensure they are properly educated on their coverage options. Whether you are looking for home insurance, auto insurance, commercial insurance, life insurance, medical insurance, or recreational coverage, Farmers Insurance - Chadrick Williams is dedicated to ensuring that you are well taken care of. The agency is conveniently located near the Allen County Fairground and welcomes clients from Hardin County, Auglaize County, Logan County, and beyond. They are accredited with the BBB of Lima Toledo and offer comprehensive coverage options for all your insurance needs. Contact Farmers Insurance - Chadrick Williams for personalized and easy insurance solutions to protect what matters most to you.
2895 Harding Hwy C, Lima, OH 45804, United States -
Fifth Third Securities - Jake Fashner
● ClosedFifth Third Securities - Jake Fashner is a finance institution located at 983 North Cable Road in Lima, Ohio, United States. Specializing in investment services, Fifth Third Securities offers a range of financial products and services to help clients achieve their financial goals. With experienced professionals like Jake Fashner on staff, clients can trust in expert guidance and personalized advice to make informed decisions about their investments. Visit Fifth Third Securities - Jake Fashner today to start planning for a secure financial future.
983 N Cable Rd, Lima, OH 45805, United States -
Edward Jones
● OpenEdward Jones is a reputable finance institution located at 2314 Harding Highway in Lima, Ohio, United States. Specializing in personalized financial services, Edward Jones is committed to helping individuals and families achieve their financial goals through expert guidance and tailored solutions. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you secure a stable financial future.
2314 Harding Hwy, Lima, OH 45804, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 731 South Cable Road in Lima, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to see how we can help you achieve your financial goals.
731 S Cable Rd, Lima, OH 45805, United States -
Katherine E. Keifer, CPA
● OpenKatherine E. Keifer, CPA is a reputable accounting and finance institution located at 711 Dean Avenue in Lima, Ohio, United States. We offer a wide range of services including business and personal tax preparation. Our team is highly experienced and dedicated to providing top-notch financial solutions to clients in Northwest Ohio, including Allen, Auglaize, Hancock, and Hardin County. Additionally, we provide useful resources such as Business Tax Checklist, Personal Tax Checklist, and links to the Ohio Department of Taxation and Ohio Business Gateway for your convenience. Trust Katherine E. Keifer, CPA for all your accounting and financial needs.
711 Dean Ave, Lima, OH 45804, United States
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