Financial consultation services in Holland, Ohio
42 results found
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Wurz Financial Services
● OpenWurz Financial Services is a trusted finance institution located at 6904 Spring Valley Drive in Holland, Ohio, United States. With a dedication to providing personalized financial solutions, our team of experts offers a wide range of services including investment planning, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Wurz Financial Services is committed to helping you achieve your goals. Visit us today and let us guide you towards a brighter financial future.
6904 Spring Valley Dr #301, Holland, OH 43528, United States -
Financial Advisors for Realtors and Law Firm Owners - Wurz Financial Services - Holland, OH
● OpenWurz Financial Services is a trusted institution providing expert financial advice and services tailored specifically for realtors and law firm owners. Located in Holland, Ohio, our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest in real estate or grow your law firm, we offer personalized solutions to help you make informed decisions and maximize your financial success. Visit us at 6904 Spring Valley Drive to learn more about how Wurz Financial Services can assist you in reaching your financial objectives.
9674, 6904 Spring Valley Dr #301, Holland, OH 43528, United States -
Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™
● OpenEdward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™ is a reputable finance institution located at 7010 Spring Meadows Drive West in Holland, Ohio, United States. Laura Emerson Slusher, a certified AAMS™ financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Laura Emerson Slusher and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
7010 Spring Meadows Dr W #103, Holland, OH 43528, United States -
Roberts Financial Group
● OpenRoberts Financial Group is a leading finance institution located at 4149 North Holland Sylvania Road in Toledo, Ohio, United States. With a strong reputation for providing expert financial services, Roberts Financial Group offers a wide range of solutions to meet the unique needs of its clients. From investment planning and wealth management to retirement savings and insurance services, the experienced team at Roberts Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Visit their office today to learn more about how they can assist you in securing a stable financial future.
4149 N Holland Sylvania Rd # 4, Toledo, OH 43623, United States -
Walen Financial Group, LLC
● ClosedWalen Financial Group, LLC is a trusted finance institution located at 4149 North Holland Sylvania Road in Toledo, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, we are here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
4149 N Holland Sylvania Rd #1, Toledo, OH 43623, United States -
Hollander & Associates, LLC
● OpenHollander & Associates, LLC is a reputable finance institution located at 4350 Glendale Milford Road in Cincinnati, Ohio, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and support. Contact us today to learn more about how we can assist you with your financial needs.
4350 Glendale Milford Rd, Cincinnati, OH 45242, United States -
The Holland / Cahill Investment Consulting Group - UBS Financial Services Inc.
● OpenThe Holland / Cahill Investment Consulting Group is a branch of UBS Financial Services Inc. located at 2055 Crocker Road in Westlake, Ohio. Specializing in finance, this institution offers expert investment consulting services to help clients achieve their financial goals. With a team of highly skilled professionals, they provide personalized advice and strategies to help clients maximize their wealth and secure their financial future. Trustworthy and reliable, The Holland / Cahill Investment Consulting Group is dedicated to helping clients navigate the complexities of the financial market and make informed decisions.
2055 Crocker Rd Suite 201, Westlake, OH 44145, United States -
Macino Financial Services
● OpenMacino Financial Services is a leading finance institution located at 1142 Corporate Drive in Holland, Ohio, United States. With a team of experienced professionals, Macino Financial Services offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Macino Financial Services is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
1142 Corporate Dr, Holland, OH 43528, United States -
Hantz Financial Services - Maumee, Ohio
● OpenHantz Financial Services in Maumee, Ohio is a reputable finance and insurance agency located at 1540 South Holland Sylvania Road. With a commitment to providing top-notch financial services, they offer a wide range of solutions to help clients secure their financial future. Whether you need assistance with investments, retirement planning, or insurance coverage, the experienced team at Hantz Financial Services is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a more secure financial future.
1540 S Holland Sylvania Rd, Maumee, OH 43537, United States -
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2727 North Holland Sylvania Road, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of its clients. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert financial advice tailored to individual needs. From asset management to retirement planning, estate planning to investment strategies, the team at Tina S Jordan is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the advisors at Tina S Jordan have the expertise to guide you through the complexities of financial planning. With a focus on ethics, professionalism, and continuous education, the institution strives to provide the highest level of service to its clients.
2727 N Holland Sylvania Rd # K, Toledo, OH 43615, United States -
Fockler Financial
● OpenFockler Financial is a reputable finance institution located at 4159 North Holland Sylvania Road in Toledo, Ohio, United States. With a team of experienced professionals, Fockler Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Fockler Financial is committed to providing personalized solutions tailored to your specific needs. Trust Fockler Financial to guide you towards a secure financial future.
4159 N Holland Sylvania Rd, Toledo, OH 43623, United States -
Informative Financial Services
● OpenInformative Financial Services is a reputable finance institution located at 4159 North Holland Sylvania Road in Toledo, Ohio, United States. Our dedicated team of financial experts is committed to providing clients with comprehensive and reliable financial services. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs and goals of each individual. With a focus on transparency and education, we strive to empower our clients to make informed financial decisions. Visit us today to learn more about how we can help you achieve your financial goals.
4159 N Holland Sylvania Rd, Toledo, OH 43623, United States -
The Holland Wealth Management Team - UBS Financial Services Inc.
● OpenThe Holland Wealth Management Team at UBS Financial Services Inc. is a leading financial institution located at 2055 Crocker Road in Westlake, Ohio, United States. With a focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our team is here to provide expert guidance and support every step of the way. Trust in the Holland Wealth Management Team to help you secure a more prosperous financial future.
2055 Crocker Rd Suite 201, Westlake, OH 44145, United States -
Rocket Tax Service
● OpenRocket Tax Service is a reputable institution located at 6904 Spring Valley Drive in Holland, Ohio. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation and financial planning. Whether you need assistance with filing your taxes or creating a comprehensive financial strategy, Rocket Tax Service is here to provide expert guidance and support. Trust us to help you achieve your financial goals with precision and efficiency.
6904 Spring Valley Dr # 304, Holland, OH 43528, United States -
Goodman Bookkeeping & Tax Services
● OpenGoodman Bookkeeping & Tax Services, located at 7429 International Drive in Holland, Ohio, offers top-notch accounting and finance services. With over forty years of experience, our team prioritizes personal service over fees, ensuring that each client receives the attention and support they deserve. Our dedicated staff is committed to providing the highest level of care and expertise to help clients navigate their financial needs. We are now offering secure electronic file sharing through Sharefile and have a wide range of educational resources available for those seeking information on 2022 taxes. Let our dynamic team of experts assist you with all your bookkeeping, tax, and payroll needs. Visit us today to learn more about our comprehensive services and experience the difference that Goodman Bookkeeping & Tax Services can make for you.
7429 International Dr STE B, Holland, OH 43528, United States -
Tax Max Services
● OpenTax Max Services is a reputable accounting and finance institution located at 1030 North Holland Sylvania Road, Toledo, Ohio, United States. We specialize in providing top-notch tax preparation and financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients maximize their tax returns and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Tax Max Services is here to help. Contact us today to schedule a consultation and see how we can assist you with all of your accounting and finance needs.
1030 N Holland Sylvania Rd, Toledo, OH 43615, United States -
R M Holland Business Services
● ClosedR M Holland Business Services is a trusted accounting and finance institution located at 512 Court Street in Fremont, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are a small business owner or an individual looking for financial guidance, R M Holland Business Services is committed to helping you achieve your goals. Contact them today to learn more about how they can assist you with your financial needs.
512 Court St, Fremont, OH 43420, United States -
Nathan Ensey - State Farm Insurance Agent
● OpenNathan Ensey - State Farm Insurance Agent is located at 4024 North Holland Sylvania Road in Toledo, Ohio. As an insurance agency, our mission is to give you control over your money and confidence in your financial future. Our vision is to guide people from where they are to where they want to be by educating, protecting, and providing hope in every situation. Katie, our dedicated agent, excels at balancing service and ensuring there are no gaps in coverage. We offer tips on fire safety and prevention, rural road driving, and spotting infested ash trees to help protect your family and property. With a focus on making money, saving money, and providing a frustration-free insurance experience, we ensure that you are the hero in your story when you work with us.
4024 N Holland Sylvania Rd #6, Toledo, OH 43623, United States -
Rachel Beranek - State Farm Insurance Agent
● OpenRachel 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.
2007 N Holland Sylvania Rd #109, Toledo, OH 43615, United States -
truenorth
● OpenTruenorth is a versatile institution located at 6903 Angola Road in Holland, Ohio, United States. This one-stop destination offers a wide range of services including ATM access, a cozy cafe, a convenient store for everyday essentials, financial services, delicious food options, a gas station for fueling up, a liquor store for spirits, and a general store for all your shopping needs. Whether you're looking to grab a quick bite, fill up your gas tank, or stock up on groceries, Truenorth has you covered with its convenient location and diverse offerings.
6903 Angola Rd, Holland, OH 43528, United States -
Dennis Rife
● OpenDennis Rife is a finance professional located at 655 Beaver Creek Circle in Maumee, Ohio, United States. He has been with Savage and Associates since 1993, working with business professionals and teachers to plan for their retirements and children's college education. Dennis holds a Bachelor of Science degree in Business Administration with a specialization in Finance from Bowling Green State University. He is also a Deacon in the Catholic Church and is pursuing a Masters of Theology at Lourdes University. Securities registered in multiple states, Dennis and his wife Jeannie live in Holland, Ohio with their four children. In his free time, Dennis enjoys golfing, coaching various sports, and supporting the community. Savage and Associates, Inc. offers securities and investment advisory services through Osaic Wealth, Inc., with services available in numerous states.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Scott Walsh
● OpenScott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Legacy Group Planning
● OpenLegacy Group Planning, located at 1590 Albon Road in Holland, Ohio, is a finance institution dedicated to helping members plan for retirement and preserve their financial security during their golden years. Our team works tirelessly to create retirement strategies that are simple, straightforward, and tailored to the individual needs of our members. We prioritize loyalty to our members and go above and beyond to protect the assets they have worked hard to build over a lifetime. At Legacy Group Planning, we understand that a sustainable retirement income is crucial for retirees. That's why we focus on protecting your principal and helping you choose the right retirement strategy to prevent financial losses. Whether it's through fixed index annuities, life insurance policies, or other products, we aim to provide reasonable rates of return over time while safeguarding your hard-earned money.
1590 Albon Rd Suite 40, Holland, OH 43528, United States -
Harroun Investments
● OpenHarroun Investments is a reputable finance institution located at 4848 North Holland Sylvania Road in Sylvania, Ohio, United States. With a strong track record of success, Harroun Investments offers a range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Harroun Investments has the expertise and resources to assist you. Trust in Harroun Investments for all your financial needs.
4848 N Holland Sylvania Rd # 1, Sylvania, OH 43560, United States -
Whetro Wealth Management
● OpenWhetro Wealth Management, located at 4169 North Holland Sylvania Road in Toledo, Ohio, is a finance institution dedicated to providing personalized financial planning services to help clients achieve their goals. With the Whetro Service Standard, clients can expect a commitment to going above and beyond in creating a customized plan tailored to their individual needs. Led by Tim Whetro and his experienced team, Whetro Wealth Management offers nearly 35 years of expertise in financial planning, investment planning, insurance planning, and tax planning. By building strong relationships with clients based on knowledge and understanding, the team aims to help clients better comprehend their wealth, investments, and long-term financial goals.
4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, United States -
Pino Holly Wealth Management
● OpenPino Holly Wealth Management, located at 4159 North Holland Sylvania Road in Toledo, Ohio, is a finance institution that offers a world-class wealth management and financial planning platform. Backed by parent company B. Riley Wealth, clients can access a full suite of services including brokerage, investment management, insurance, and tax preparation. Our financial professionals provide consultative investment advice tailored to each client's financial goals, with access to extensive capital market products and services, including award-winning equity research through B. Riley Securities. Whether you are an individual, family, business, or non-profit organization, our team has the expertise, experience, and resources to help you achieve your financial goals.
4159 N Holland Sylvania Rd #204, Toledo, OH 43623, United States -
Fifth Third Securities - Adam Brentlinger
● OpenFifth Third Securities - Adam Brentlinger is a finance institution located at 6600 Airport Highway in Holland, Ohio, United States. Offering a wide range of financial services, including investment planning, wealth management, and retirement planning, Fifth Third Securities - Adam Brentlinger is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, this institution provides personalized advice and strategies to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Fifth Third Securities - Adam Brentlinger is committed to providing exceptional service and support.
6600 Airport Hwy, Holland, OH 43528, United States -
Fifth Third Preferred - Darci Lingle
● OpenFifth Third Preferred - Darci Lingle is a financial institution located at 6600 Airport Highway in Holland, Ohio, United States. Specializing in personalized financial services, Fifth Third Preferred offers a wide range of banking and investment options to meet the unique needs of each client. With a focus on providing top-notch customer service and expert financial advice, Fifth Third Preferred - Darci Lingle is dedicated to helping individuals and businesses achieve their financial goals.
6600 Airport Hwy, Holland, OH 43528, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 1560 Spring Meadows Drive in Holland, Ohio, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.
1560 Spring Meadows Dr Ste 25B, Holland, OH 43528, United States -
Archbold Tax & Accounting
● OpenArchbold Tax & Accounting is a reputable institution located at 110 East Holland Street in Archbold, Ohio, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Archbold Tax & Accounting for all your financial needs.
110 E Holland St, Archbold, OH 43502, United States
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