Financial behavior specialist in Ohio

Mark Handel - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable institution located at 8170 South Avenue, Youngstown, Ohio, United States. Mark Handel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This institution offers expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and individuals with special financial needs. Mark Handel is dedicated to providing comprehensive and personalized financial planning solutions to help clients achieve their financial goals.

Douglas Shodd is a Financial Advisor at Ameriprise Financial Services, LLC located at 141 North Main Street, Hubbard, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Contact Douglas Shodd for comprehensive financial advice and planning tailored to your needs.

Kyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.

Lori Allegretto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment management, financial planning, and more. Lori Allegretto is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Austin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.

Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.

David Rider is a Financial Advisor at Ameriprise Financial Services, LLC located at 3010 State Route 5 in Cortland, Ohio, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. David is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Mark Burton is a Financial Advisor at Ameriprise Financial Services, LLC located at 10100 Innovation Drive, Miamisburg, Ohio, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mark specializes in providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Mark is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Mark Burton for comprehensive and personalized financial planning services.

Jason D. Fisher is a Financial Advisor at Ameriprise Financial Services, LLC located at 10050 Innovation Drive in Miamisburg, Ohio, United States. Jason holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jason's expertise in various areas of finance, including asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jason is equipped to provide you with comprehensive financial advice and guidance. Contact Jason D. Fisher at Ameriprise Financial Services, LLC for all your financial planning needs.

Jeffrey Kota is a Financial Advisor at Ameriprise Financial Services, LLC located at 4383 Executive Circle Northwest in Canton, Ohio, United States. Jeffrey holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jeffrey's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a financial advisor, Jeffrey is dedicated to providing comprehensive financial planning services to individuals and small business owners, helping them achieve their financial goals and secure their financial future.

Doug Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 120 East Ervin Road in Van Wert, Ohio, United States. Doug holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Doug specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Doug is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.

Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 912 East 2nd Street, Defiance, Ohio, United States. Barbara G Malhoit holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of finance such as asset management, retirement planning, estate planning, investment analysis, and more. Barbara G Malhoit is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay current in the ever-changing financial landscape.

Keith Fledderjohann is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 West Spring Street, Saint Marys, Ohio, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keith Fledderjohann specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to helping clients make informed decisions and achieve their financial goals by applying investment concepts to real-world situations. Keith Fledderjohann is committed to upholding a high standard of ethics and professionalism in his practice.

Joshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 133 North Court Street in Ottawa, Ohio, United States. Joshua J Lake holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Joshua J Lake's expertise in wealth management, financial planning, retirement planning, estate planning, investment management, and more. If you are looking for a knowledgeable and experienced financial advisor in Ottawa, Ohio, Joshua J Lake is a trusted professional to consider for your financial needs.

Zach Steinmetz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 137 West 3rd Street, Perrysburg, Ohio, United States. The institution offers a variety of certifications and designations for financial advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of topics including asset management, estate planning, retirement planning, investment strategies, and more. Zach Steinmetz and his team of advisors are dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Daniel Kunos is a Financial Advisor at Ameriprise Financial Services, LLC located at 137 West 3rd Street in Perrysburg, Ohio, United States. Daniel holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Daniel is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Daniel Kunos is committed to helping clients achieve their financial goals.

Keith Faggionato is a Financial Advisor at Ameriprise Financial Services, LLC, located at 137 West 3rd Street in Perrysburg, Ohio, United States. Keith holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keith is also a Certified Military Financial Advisor® (CFMA®). Keith's expertise in finance and wealth management, coupled with his extensive certifications, make him a trusted advisor for individuals and businesses looking to secure their financial future.

Kristin Lynn Gedert is a Financial Advisor at Ameriprise Financial Services, LLC, located at 836 West South Boundary Street, Perrysburg, Ohio, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Kristin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously expanding her knowledge to better serve her clients. Contact Kristin Lynn Gedert for expert financial advice and guidance.

Christopher J Kec is a financial advisor at Ameriprise Financial Services, LLC located at 137 West 3rd Street, Perrysburg, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Christopher J Kec is dedicated to providing comprehensive financial advice to individuals and small business owners. His commitment to ethical standards and continuous education ensures that clients receive the highest level of financial planning services tailored to their specific needs.

Douglas Pyle - Financial Advisor at Ameriprise Financial Services, LLC, located at 2244 Centennial Road, Toledo, Ohio, United States, offers a wide range of financial services. Douglas Pyle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Douglas Pyle can provide personalized financial advice to help you achieve your financial goals.

Richard Desautels - Financial Advisor, Ameriprise Financial Services, LLC, located at 5911 Renaissance Place in Toledo, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Richard Desautels holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that Richard Desautels is equipped with the knowledge and expertise to provide comprehensive financial planning and investment advice to clients. Whether you are looking for retirement planning, estate planning, investment management, or advice on specific financial products such as annuities, Richard Desautels has the expertise to guide you through the process. With a commitment to ethical practices and ongoing education, Richard Desautels is dedicated to helping clients achieve their financial goals.

Jason Harsh is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6011 Renaissance Place in Toledo, Ohio, United States. Specializing in finance, Jason Harsh holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jason Harsh is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans.

Kenneth Close, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6011 Renaissance Place in Toledo, Ohio, offers a range of financial services to meet the needs of individuals and businesses. Kenneth Close holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kenneth Close's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Kenneth Close can provide personalized financial advice tailored to your unique needs. Contact Kenneth Close at Ameriprise Financial Services, LLC for expert financial guidance and support.

Barbara G Malhoit is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5954 Renaissance Place, Toledo, Ohio, United States. Barbara holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Barbara's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning. As a Certified Military Financial Advisor®, Barbara is also trained to serve veterans and military personnel. With a strong commitment to ethical standards and ongoing education, Barbara provides comprehensive financial advice to clients, helping them achieve their financial goals and secure their financial future.

Richard Luedtke - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6011 Renaissance Place, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The institution is proud to have professionals with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing comprehensive and personalized financial planning services to help clients achieve their financial goals.

Brian Becker is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6060 Renaissance Place in Toledo, Ohio, United States. Brian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a trusted financial advisor, Brian is dedicated to providing comprehensive and personalized financial guidance to individuals, retirees, small business owners, and high net worth clients. Contact Brian Becker today for all your financial planning needs.

Edward Jones - Financial Advisor: Isaac D Demarest, CFP®|ABFP™|AAMS™ is a reputable financial institution located at 4400 Heatherdowns Boulevard in Toledo, Ohio, United States. As a Certified Financial Planner, Accredited Behavioral Financial Professional, and Accredited Asset Management Specialist, Isaac D Demarest offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, clients can trust Edward Jones to provide them with the guidance and support they need to secure their financial future.

John Timothy Harris Jr is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 2244 Centennial Road in Toledo, Ohio, United States. John holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, John provides comprehensive financial services to individuals and small business owners. John is committed to upholding the highest standards of professionalism and ethics in the finance industry.

Patrick R Convery is a Financial Advisor at Ameriprise Financial Services, LLC located at 6060 Renaissance Place in Toledo, Ohio, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Jay Bingham is a Financial Advisor at Ameriprise Financial Services, LLC located at 6 Main Street, Tiffin, Ohio, United States. Jay holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jay is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on ethical practices and continuing education, Jay is equipped to address a wide range of financial needs and goals.