Financial advisor for small business in Maumee, Ohio

Padgett Advisors is a leading accounting and finance institution located at 135 Chesterfield Lane in Maumee, Ohio, United States. With a team of experienced professionals, Padgett Advisors offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Padgett Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust Padgett Advisors to help you navigate the complexities of the financial world and achieve your financial goals.

Edward Jones - Financial Advisor: Kevin L Roessler is a leading financial institution located at 105 East Wayne Street, Maumee, Ohio, United States. Specializing in finance, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a dedicated team led by experienced advisor Kevin L Roessler, clients can trust in personalized financial planning tailored to their specific needs. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones is committed to providing top-notch financial solutions and guidance.

Edward Jones - Financial Advisor: Stephen Sterling, WMCP®|AAMS™ is a reputable financial institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. Specializing in wealth management and financial planning, Stephen Sterling is a highly qualified advisor who holds the designations of WMCP® and AAMS™. With a focus on personalized service and tailored financial solutions, clients can trust Edward Jones to help them achieve their financial goals and secure their financial future.

Generations Financial Group is a finance institution located at 301 River Road in Maumee, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for individuals and businesses alike. Whether you are looking to plan for retirement, invest for the future, or secure a loan, we are here to help guide you every step of the way. With a focus on building long-lasting relationships with our clients, Generations Financial Group is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.

Toledo Financial Group, Inc. is a reputable finance institution located at 480 West Dussel Drive in Maumee, Ohio, United States. With a strong commitment to providing top-notch financial services, Toledo Financial Group, Inc. offers a wide range of financial solutions to meet the diverse needs of individuals and businesses. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, our experienced team of professionals is here to help. Trust Toledo Financial Group, Inc. for all your financial needs and let us help you achieve your financial goals.

Maumee Tax Services LLC is a reputable accounting and finance institution located at 1003 Key Street in Maumee, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Maumee Tax Services LLC for all your financial needs.

Everest Financial is a reputable finance institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. We specialize in providing a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you are looking to invest, save for the future, or secure a loan, Everest Financial is here to assist you every step of the way. Visit us today to learn more about how we can help you reach new heights with your finances.

Sandra Seiple Financial Services is a trusted finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing personalized financial solutions to meet the unique needs of each client, Sandra Seiple Financial Services offers a wide range of services including investment planning, retirement planning, tax planning, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, the experienced team at Sandra Seiple Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

The Maumee Satellite Office on Manley Road is a finance and insurance agency located in Maumee, Ohio. Our knowledgeable staff is dedicated to providing top-notch financial services and insurance options to our clients. Whether you need assistance with investments, retirement planning, or insurance coverage, we are here to help. Visit us at 1760 Manley Road to learn more about how we can assist you in achieving your financial goals and protecting your assets.

Rachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.

H&R Block is a renowned accounting and finance institution located at 253 Golden Gate Plaza in Maumee, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Whether you are looking for assistance with filing your taxes or need help managing your finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.

WealthWave Toledo is a premier financial institution located at 3410 Briarfield Boulevard in Maumee, Ohio, United States. Specializing in finance, WealthWave Toledo offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, WealthWave Toledo provides expert financial advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, WealthWave Toledo is dedicated to helping you secure a prosperous financial future.

Brangham & Associates Inc is a financial accounting and tax planning institution located at 6465 Wheatstone Court, Maumee, Ohio, United States. Our dedicated team provides services for Toledo businesses and individuals, helping them navigate the complexities of accounting and finance. Our office hours are Monday-Thursday from 8:30AM to 6:00PM, Friday from 8:30AM to 5:00PM, and Saturday from 9:00AM to 3:00PM. We are closed on Sundays and daily for lunch from 12:00PM to 1:00PM. To schedule a consultation or learn more about our services, please contact us at (419) 872-2221 or email us at admin@branghamcpa.com. Please note that we prioritize the health and safety of our clients and staff, so we kindly ask that you refrain from visiting our office if you are feeling unwell or have been exposed to COVID-19.

JANE GLICK CPA is a reputable accounting and finance institution located at 6455 Wheatstone Court in Maumee, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, JANE GLICK CPA is the trusted partner you can rely on for all your accounting needs.

Directions Credit Union is a trusted financial institution located at 1446 South Reynolds Road in Maumee, Ohio. As a full-service credit union, we offer a wide range of financial services to meet the needs of our members. Whether you're looking for a convenient ATM location or need assistance with your finances, our friendly staff is here to help. Visit us today to experience the benefits of banking with Directions Credit Union.

Sun Federal Credit Union is a trusted financial institution located at 1625 Holland Road in Maumee, Ohio, United States. As a credit union, we are dedicated to providing our members with personalized financial solutions and exceptional customer service. Whether you're looking for a savings account, loan, or investment opportunity, our experienced team is here to help you achieve your financial goals. Join us today and experience the benefits of banking with Sun Federal Credit Union.

Gilmore Jasion Mahler, located at 1785 Indian Wood Circle in Maumee, Ohio, is a leading accounting and finance institution. Recently, the GJM team members have joined CLA (CliftonLarsonAllen LLP), further enhancing their expertise and services. At GJM, we offer a comprehensive range of services tailored to help businesses of all sizes become more profitable. Our team goes beyond just providing services - we provide solutions. As your financial problem-solvers, we take a holistic approach to help you make the best decisions for your company.

Levitan Enterprise is a reputable institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. Specializing in accounting, finance, and health services, Levitan Enterprise offers expert guidance and solutions for individuals and businesses alike. With a team of experienced professionals, the institution prides itself on providing top-notch services tailored to meet the unique needs of each client. Whether you are seeking financial advice, accounting assistance, or health services, Levitan Enterprise is dedicated to helping you achieve your goals and improve your overall well-being.

The William Vaughan Company is a well-established accounting and finance institution located at 145 Chesterfield Lane in Maumee, Ohio, United States. With a strong reputation for providing top-notch financial services, the company offers a wide range of accounting solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of financial management and achieve their goals. Whether you need assistance with tax preparation, auditing, or financial planning, the William Vaughan Company is committed to delivering expert guidance and personalized support to meet your needs.

MassMutual is a finance and insurance agency located at 1760 Manley Road in Maumee, Ohio, United States. With a strong reputation for providing reliable and comprehensive financial services, MassMutual offers a wide range of insurance products and investment options to help individuals and businesses secure their financial futures. Their team of experienced professionals is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are looking for insurance coverage or investment solutions, MassMutual is committed to providing personalized service and tailored solutions to meet your specific needs.

Alliant Insurance Services, Inc. is a reputable insurance agency located at 1440 Arrowhead Drive in Maumee, Ohio, United States. With a commitment to providing top-notch insurance solutions, Alliant Insurance Services, Inc. offers a wide range of coverage options for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the right insurance policies to protect their assets and mitigate risks. Whether you are looking for personal insurance coverage or business insurance solutions, Alliant Insurance Services, Inc. is here to meet your needs with exceptional service and expertise.

Julie Fullerton is a reputable finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With a team of experienced professionals, Julie Fullerton offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Julie Fullerton is committed to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, Julie Fullerton is dedicated to helping clients navigate the complex world of finance and insurance with confidence and peace of mind.

Mikayla Becker is an insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio. Mikayla specializes in simplifying the health insurance process for her clients, helping them choose a plan that suits their medical and financial needs. She holds a bachelor's degree in business administration with a focus on professional sales and entrepreneurship from The University of Toledo. Mikayla is a dedicated member of the Maumee community, volunteering for organizations such as the Maumee Chamber of Commerce, Toledo Zoo, Maumee City Schools Panther Pride Foundation, and the Wolf Creek YMCA. She is also involved in Business Network International and various charity events.

Andrew Smigelski is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Andrew is dedicated to making a difference in the lives of his clients and their loved ones by focusing on tax efficient risk planning and wealth management strategies. He educates his clients on these complex topics and creates easy-to-understand plans. Andrew, a graduate of Anthony Wayne High School and Miami University, is a native of Waterville, Ohio, who enjoys spending his summers in Michigan for outdoor activities like golfing and fishing. His sports allegiances lie with the Ohio State Buckeyes, Pittsburgh Steelers, and Detroit Red Wings. Savage and Associates, Inc. is the parent company of Andrew Smigelski, offering securities and investment advisory services through Osaic Wealth, Inc. They operate in multiple states and provide information on their website for clients' convenience.

Brian McCabe is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Brian specializes in helping clients create a strategic plan for their financial future, with a focus on maximizing opportunities for retirement. Brian holds a bachelor's degree in business administration with a concentration in management from Colorado Technical University. In addition to his work at Brian McCabe, he is also the co-owner of McCabe Outdoor Power, a Toro dealership in Grand Rapids, Ohio.

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.

Tom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.

Mark Smith is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Since joining Savage and Associates in 1990, Mark Smith has been dedicated to helping individuals achieve their financial goals. With a talent for simplifying complex financial matters, Mark motivates his clients to make positive decisions for their futures. Licensed in multiple states, Mark has clients all across the country. Mark's background includes serving in the U.S. Marine Corps and working as a training instructor for the 180th Fighter Wing of the Air National Guard in Ohio. He holds an Associate degree in Marketing from the University of Toledo. Alongside his wife, Janet, Mark has three children and nine grandchildren.

Jake Cox is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio. Jake Cox is a part of Savage and Associates, offering securities and investment advisory services through Osaic Wealth, Inc. Jake Cox has been in the group benefits business in Ohio for nearly 20 years, with experience in actuarial and technical aspects as well as traditional brokerage roles. Securities are offered in multiple states across the United States. Please note that when visiting external websites linked on our page, you are leaving the Jake Cox website and we cannot guarantee the accuracy or completeness of information provided on those sites.

Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.