TOP 10 Financial advisor in Coldwater, Ohio

Edward Jones - Financial Advisor: Lori Homan is a trusted finance institution located at 106 South 2nd Street in Coldwater, Ohio, United States. As a dedicated financial advisor, Lori Homan provides personalized investment and wealth management services to help clients reach their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Lori Homan is a reliable partner in navigating the complexities of the financial world.

Edward Jones - Financial Advisor: John Yoder is a reputable financial institution located at 106 South 2nd Street in Coldwater, Ohio, United States. Specializing in personalized financial planning and investment services, John Yoder and his team provide expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: John Yoder is dedicated to helping individuals and families secure their financial futures.

Northwestern Mutual is a renowned finance and insurance agency located at 213 West Main Street in Coldwater, Ohio, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future.

Independent Capital Management is a finance institution located at 120 Hillcrest Drive in Coldwater, Ohio, United States. Our mission is to serve as your most trusted advisor, providing professional knowledge, integrity, and personalized service. Whether you are seeking guidance on insurance, investing, retirement planning, estate planning, or wealth preservation, our team of independent advisors is here to help. We work with individuals, families, self-employed individuals, small businesses, and corporations to help them achieve their financial goals. In addition to personal financial planning, we offer services such as setting up 401K plans and simple IRA plans. Securities and investment advisory services are offered through Osaic Wealth, Inc., a registered investment advisor. Please note that Independent Capital Management is not affiliated with Osaic Wealth, Inc. and is not registered as a broker-dealer or investment advisor. Our services are available to residents of FL, IN, KY, OH, and PR. We strive to represent our clients' best interests at all times and are committed to helping them succeed financially. When you choose to work with us, you can rest assured that you are in good hands. Visit our website for more information and to learn about the opportunities available to you when you take a proactive approach to your financial future.

Moorman Harting & Co, located at 815 West Main Street in Coldwater, Ohio, is a trusted accounting and finance institution. Our team of professionals offers a wide range of services including tax preparation, payroll assistance, and business planning strategies. We are dedicated to helping our clients achieve their financial goals and maximize their success. We also provide SafeSend Returns for secure and efficient electronic tax return delivery. Contact us at 419-678-4814 to schedule an appointment or visit our Celina location at 531 E. Market St. Our office hours are Saturday from 8:00 am to 12:00 pm, with appointments available upon request.

The Peoples Bank Co is a trusted financial institution located at 405 West North Street in Coldwater, Ohio, United States. Offering a range of banking services, including ATM access, this institution is dedicated to providing convenient and reliable financial solutions to the community. With a commitment to customer service and financial expertise, The Peoples Bank Co is a go-to destination for all your banking needs.

Welcome to Edward Jones Investments, located at 106 South 2nd Street, Coldwater, Ohio. We are dedicated to providing personalized financial services that align with what truly matters to you. Our experienced financial advisors are committed to understanding your unique goals and aspirations, ensuring that your financial strategies support a life you love. At Edward Jones, we believe that the right process can make all the difference. That's why we match you with financial advisors based on your specific needs, ensuring tailored advice and strategies. Our services are exclusively available to U.S. residents, and our advisors are registered to conduct business only in the states where they meet regulatory requirements. Please be aware that not all investments and services mentioned are available in every state.