The Best Financial advisor for retirees in Wooster, Ohio
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Boreman-Cook Financial Services
● OpenBoreman-Cook Financial Services is a trusted finance institution located at 202 North Market Street in Wooster, Ohio, United States. With a commitment to providing top-notch financial services, our team of experts 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 managing your assets, Boreman-Cook Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
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Carleton "Holly" Hollister
● ClosedCarleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.
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Ryan Dauterman
● ClosedRyan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.
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Star Strategies LLC
● ClosedStar Strategies LLC is a finance institution located at 5022 Canaan Center Road in Wooster, Ohio, United States. Our focus is on helping retirees and pre-retirees create a commonsense retirement income strategy that will last a lifetime. By sitting down with us, you can discover what your ideal retirement looks like and receive a custom plan tailored to your unique goals. Our downloadable guide provides valuable information on important things to check now to ensure you and your family are prepared for the future, even in uncertain economic times. We offer seminars on retirement income strategies and legacy planning to further educate our clients.
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Whitaker Myers Wealth Managers, Ltd.
● ClosedWhitaker Myers Wealth Managers, Ltd. is a trusted finance institution located at 3524 Commerce Parkway in Wooster, Ohio, United States. Our team of Financial Advisors are dedicated to providing a comprehensive wealth management experience with integrity and authenticity. We have a passion for educating our clients and guiding them through their financial plans every step of the way. With a team that includes financial advisors, financial coaches, and a CPA, we cater to the needs of medical professionals, retirees, younger families, and busy professionals. Our services include investment advice, retirement planning, and portfolio management. Securities are offered through M.S. Howells & Co., while advisory services are provided through Whitaker Myers Wealth Managers Ltd. We are committed to helping our clients achieve their financial goals with personalized and professional service.
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