TOP 30 Financial consultancy in Maumee, Ohio

135 results found

Derek Dierks - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed professionals, with only financial advisors credentialed to offer investment advice. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.

David Patton - Raymond James is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing top-notch financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust David Patton - Raymond James for expert financial guidance and personalized solutions tailored to your unique needs.

Retirement Guys is a trusted investment firm located at 1700 Woodlands Drive, Maumee, Ohio, United States. Our mission is to help you manage your assets and provide financial planning services so you can enjoy your retirement with peace of mind. With over 25 years of experience, we offer a simple and transparent asset management fee structure. Our fiduciary approach to money management ensures that your assets are protected against risk. At Retirement Guys, we can assist you with distributing and reallocating your retirement savings in a tax-efficient manner, while reducing unnecessary fees. We offer a range of investment options, including Taxable, Tax-Deferred, and Tax-Free accounts, to help you build a personalized strategy for your financial goals.

Gloria Sheline, CFP is a reputable financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in comprehensive financial planning services, Gloria Sheline, CFP is led by a team of certified financial professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, this institution provides tailored financial solutions to individuals and businesses alike. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Gloria Sheline, CFP is committed to providing top-notch financial services to meet your needs.

Carnegie Investment Counsel is a finance institution located at 1701 Woodlands Drive in Maumee, Ohio, United States. With an investment strategy tailored for personal success, clients can experience more peace and freedom to enjoy life. The institution offers the opportunity to be paired with a professional who understands the unique challenges each individual faces. If you are seeking personalized financial guidance and support, Carnegie Investment Counsel may be able to assist you in achieving your goals.

Derek Cipiti - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. They have licensed agents and representatives to provide these services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.

Kenneth Meinecke - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agents/producers of Thrivent are registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about their financial advisors. For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.

Kelly Savage is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 1993, Kelly Savage has been dedicated to helping individuals achieve their dreams and goals through sound financial planning. As a life and qualifying member of the Million Dollar Round Table and an accredited Investment Fiduciary, Kelly is committed to providing expert advice and tools to protect her clients and their families. She believes in giving back to the community and has served on various boards, including The American Cancer Society and the University of Toledo’s Athletic Committee. Kelly is a graduate of Notre Dame Academy and The University of Toledo, where she was a standout basketball player. She is passionate about helping others and enjoys golfing, watching sports, and supporting the less fortunate with her husband, Kim. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that when you visit external websites linked from this page, you are leaving the Kelly Savage website.

Chase Canning - Thrivent is a finance institution located at 6546 Weatherfield Court in Maumee, Ohio, United States. Our team of financial experts is dedicated to helping individuals and businesses achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Chase Canning - Thrivent is committed to helping our clients secure their financial futures.

Chris Heerdegen is a finance institution located at 1760 Manley Road, Maumee, Ohio, United States. For over 31 years, Chris has been helping small business owners and everyday, hardworking people plan for the retirement lifestyles they desire. He offers recommendations to help protect retirement savings and creates comprehensive plans tailored to each client's unique financial goals and quality of life issues. As a part-time college instructor teaching retirement planning courses, Chris has the ability to break down financial concepts into clear and simple terms. With a focus on protecting family financial security and helping clients increase their net worth, Chris provides a diversified approach to financial planning that balances income growth with risk tolerance. As a registered representative of MML Investors Services, LLC, Chris offers securities, investment advisory, and financial planning services. The institution also includes financial planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT). The culture at Chris Heerdegen values teamwork, client service, and community involvement. The institution recently hosted its 7th Annual Silent Auction in support of The Victory Center, showcasing its commitment to giving back to the community. Chris Heerdegen is a trusted and experienced guide for individuals planning for the retirement of their dreams.

Erin L. Stickel is a reputable finance institution located at 1684 Woodlands Drive in Maumee, Ohio, United States. Specializing in financial services, Erin L. Stickel offers expert guidance and support to individuals and businesses looking to manage their finances effectively. With a focus on personalized solutions and exceptional customer service, clients can trust Erin L. Stickel to help them achieve their financial goals.

Kathleen S. Kawczynski is a reputable finance institution located at 1760 Manley Road in Maumee, Ohio, United States. With a strong commitment to providing top-notch financial services, Kathleen S. Kawczynski offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kathleen S. Kawczynski today for expert financial advice and personalized service.

Chandler Fitzgerald is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Chandler aims to reduce stress in his client's lives by creating individualized financial plans tailored to their needs. He values clear and transparent communication to build lasting relationships with his clients. Chandler holds a bachelor's degree in business administration with a minor in finance from Pensacola Christian College in Florida. With a calm and easy-going personality, Chandler enjoys staying active with sports such as basketball, football, soccer, and weightlifting. Despite growing up in Michigan, his favorite sports team is the Ohio State Buckeyes.

Ryan Bowling, MBA, FIC is a finance institution located at 314 Illinois Avenue, Maumee, Ohio, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative at Ryan Bowling, MBA, FIC, you can make a positive impact on your family and community. They offer high-quality financial products to meet a wide range of life needs and help you achieve your future dreams. By joining Modern Woodmen, you become a member of the organization and gain access to member benefits and community impact opportunities. Visit their website to make payments, update information, and access resources. If you are unable to find a representative in your community, they are happy to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Contact them to learn more about how shared values can work for you.

Arthur Law Firm Co., LPA is a trusted institution located at 901 Ralston Avenue in Defiance, Ohio. Specializing in legal services, particularly in the field of personal injury law, the firm serves clients in the Greater Toledo and Northwest Ohio regions. With four convenient locations in Toledo, Defiance, Maumee, and Napoleon, Arthur Law Firm is dedicated to providing personalized service and achieving proven results for their clients. If you have been involved in a car accident or any other type of personal injury incident, the experienced team of car accident lawyers at Arthur Law Firm is here to advocate for you. They understand the physical and financial toll that accidents can take, and will work tirelessly to ensure that you receive the compensation you deserve. Whether you are dealing with medical bills, insurance companies, or legal proceedings, the attorneys at Arthur Law Firm will guide you through the process and keep you informed every step of the way.

Gallon, Takacs & Boissoneault Co. L.P.A. is a reputable law firm located at 1101 Ralston Avenue in Defiance, Ohio, United States. Specializing in personal injury and wrongful death cases, their team of dedicated trial attorneys have been protecting the rights of injury victims and their families for over 65 years. Serving clients in Ohio, Michigan, and Indiana, Gallon, Takacs & Boissoneault offers free consultations to discuss legal options, case evaluations, and potential compensation. They handle a wide range of legal matters including car accidents, truck accidents, Workers’ Compensation, and Social Security Disability. With a focus on providing peace of mind and financial assistance, their services are provided on a contingency fee basis, meaning no fees are charged unless compensation is recovered for the client. If you are in need of legal representation in personal injury or wrongful death cases in Maumee, Defiance, Fremont, Findlay, Lima, Lorain, Mansfield, Sandusky, Toledo, Monroe, or surrounding areas, Gallon, Takacs & Boissoneault is just a phone call away. Contact them at 419-843-6663 to schedule your free consultation.

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.

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.

Clark Schaefer Hackett is a reputable accounting and finance institution located at 1656 Henthorne Drive in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, they are known for their expertise in tax planning, audit and assurance, and business consulting. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation or financial planning, Clark Schaefer Hackett is committed to providing excellent service and personalized solutions to meet your needs.

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.

Mosley Glick O'Brien, Inc. is a respected institution located at 571 Longbow Drive in Maumee, Ohio, United States. With a reputation for excellence in their field, they offer a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, investment management, or retirement planning, the team at Mosley Glick O'Brien, Inc. is dedicated to helping you achieve your goals. Their knowledgeable and experienced staff are committed to providing top-notch service and personalized solutions to help you make the most of your financial resources. Visit them today to see how they can help you secure your financial future.

Gallon, Takacs & Boissoneault Co. L.P.A. is a reputable law firm located at 1655 Tiffin Avenue, Findlay, Ohio, United States. Specializing in personal injury and wrongful death cases, our team of dedicated trial attorneys ensure that your claim is taken seriously. With over 65 years of experience, we have been protecting the rights of injury victims and their families in Ohio, Michigan, and Indiana. At Gallon, Takacs & Boissoneault, we offer free consultations to provide guidance on legal options, case evaluations, and potential compensation. Our personal injury cases are taken on a contingency fee basis, meaning you pay no fees unless we recover compensation for you. Whether you are dealing with car accidents, truck accidents, Workers’ Compensation, Social Security Disability, or other legal matters, our team is here to fight for the best outcomes.

Gallon, Takacs & Boissoneault Co., L.P.A. is a reputable law firm located at 1450 Arrowhead Drive in Maumee, Ohio, United States. Specializing in various areas of law, including personal injury, workers' compensation, and social security disability, our team of experienced lawyers is dedicated to providing exceptional legal representation and personalized service to our clients. With a proven track record of success, we strive to achieve the best possible outcomes for those in need of legal assistance. Contact us today to schedule a consultation and learn how we can help with your legal needs.

Slater & Zurz LLP is a renowned law firm located at 1715 Indian Wood Circle, Maumee, Ohio, United States. Specializing in personal injury cases, our experienced lawyers have been serving Toledo for over 32 years, helping numerous clients successfully resolve a wide range of personal injury matters. We offer a free consultation to discuss your case, and there are no fees unless we win your case. Our dedicated team of personal injury lawyers in Toledo is committed to fighting for justice on behalf of our clients who have been injured due to someone else's negligence. We understand the challenges you may be facing, both physically and financially, and we are here to provide the support and legal representation you need to secure the compensation you deserve.

Charles E. Boyk Law Offices, LLC is a reputable law firm located at 1681 Lance Pointe Road in Maumee, Ohio, United States. Specializing in personal injury cases, our experienced attorneys have successfully secured millions of dollars in compensation for victims of serious accidents. Whether you have been involved in a car crash, truck accident, medical malpractice incident, wrongful death case, sexual assault, or dog bite incident, our dedicated team is here to help you navigate the legal process and fight for your rights. At Boyk Law, we understand the physical, emotional, and financial toll that a serious injury can have on your life. That's why our goal is to help our clients regain as much normalcy as possible after a traumatic event. We handle all aspects of your case, from managing your injuries and medical bills to protecting your rights and seeking the compensation you deserve.

Gallon, Takacs & Boissoneault Co., L.P.A. - Teamsters Legal Defense Fund is a reputable law firm located at 435 South Hawley Street, Toledo, Ohio, United States. Specializing in personal injury and wrongful death cases, the team of dedicated trial attorneys at GT&B ensures that clients receive the compensation they deserve. With over 65 years of experience, the firm represents injury victims in Ohio, Michigan, and Indiana. If you have suffered a personal injury or lost a loved one to wrongful death, it is important to consult with the experienced Personal Injury Lawyers at GT&B before dealing with insurance companies. The firm offers free consultations to provide guidance on legal options, case evaluations, and potential compensation. Personal injury cases are taken on a contingency fee basis, meaning clients pay no fees unless compensation is recovered.

Gallon, Takacs & Boissoneault Co., L.P.A. is a reputable law firm located at 6155 Park Square Drive in Lorain, Ohio, United States. Specializing in personal injury and wrongful death cases, the dedicated team of trial attorneys at GT&B has been protecting the rights of injury victims and their families for over 65 years. Serving clients in Ohio, Michigan, and Indiana, the firm offers comprehensive legal assistance for a variety of cases, including car accidents, truck accidents, Workers’ Compensation, and Social Security Disability. At Gallon, Takacs & Boissoneault, clients can expect personalized attention and expert guidance from experienced lawyers. The firm offers free consultations to help accident victims understand their legal options, evaluate their cases, and pursue fair compensation. With a contingency fee basis, clients only pay fees if the firm successfully recovers compensation on their behalf.

Elk & Elk Co., Ltd. is a renowned law firm located at 3350 West 25th Street, Cleveland, Ohio, United States. Specializing in personal injury cases, our team of experienced Cleveland personal injury lawyers is dedicated to helping every client every day.® We offer free consultations to assess your case and provide personalized legal advice to help you navigate through the claims process. A personal injury can have a significant impact on your life, resulting in medical bills, lost wages, and long-term disabilities. Our attorneys at Elk & Elk are here to support you in seeking the compensation you deserve. With over 50 years of combined experience, we have successfully represented victims of various personal injury accidents in Ohio.

Truenorth is a multi-functional institution located at 298 West Dussel Drive in Maumee, Ohio, United States. This establishment offers a variety of services including ATM access, a cafe for a quick bite to eat, a convenience store for everyday essentials, financial services, a selection of food options, a gas station for refueling, a liquor store for beverages, and a store for various goods. Whether you need to grab a snack, fill up your tank, or take care of your banking needs, Truenorth has you covered.

Keune Grant M is a reputable accounting and finance institution located at 6457 Wheatstone Court in Maumee, Ohio, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Keune Grant M has the expertise to guide you towards financial success. Their commitment to excellence and personalized service sets them apart from the competition. Visit Keune Grant M today and take the first step towards securing your financial future.