The 30 Best Financial consulting services in Wooster, Ohio

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Pat Paule is a finance, health, and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Patrick Paule has been with Savage and Associates since 1997, serving over 1,200 employees from nearly 50 employers as an employee benefit consultant. With expertise in healthcare reform, Patrick works closely with clients to understand their needs and goals, developing comprehensive benefits strategies that add value for both the company and its employees. Services offered by Pat Paule include risk analysis, data analytics, plan review, insurer and vendor relationships, and financial analysis for employers. Value-added services for employees include benefits communication, enrollment tools, financial wellness opportunities, claims support, and physical wellness plans. Patrick holds a Bachelor of Science degree in marketing and management and is licensed in life and health insurance.

First Insurance Group is a trusted financial institution located at 414 East Wooster Street in Bowling Green, Ohio. As a full-service bank, we offer a wide range of services including ATM access, insurance, and financial planning. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of our customers. Visit us today to experience the convenience and expertise that First Insurance Group has to offer.

The Hummel Group, located at 615 Riffel Road in Wooster, Ohio, is a finance and insurance agency dedicated to ensuring protection for the things that matter most. With a focus on bringing clarity and efficiency to employees' benefits administration, the Hummel Group offers niche expertise that can make a difference in your business. Their comprehensive financial planning services can help you reach your financial goals, while also providing coverage for crops, equipment, and property from seed to harvest. With a history dating back to 1957, the Hummel Group has built a business based on trust, offering a wide range of insurance solutions and financial strategies to help clients identify and manage risk while planning for the future. The Hummel Group is committed to doing what is best for you, rather than simply selling a policy or plan.

Dan Wakefield - State Farm Insurance Agent is a trusted insurance agency located at 1821 Cleveland Road in Wooster, Ohio, United States. As an experienced State Farm agent, Dan Wakefield is dedicated to helping his customers find the right coverage for their lives. With over 40 years of experience, Dan and his professional team are committed to providing excellent coverage at an excellent price to protect your family. They offer a wide range of insurance options including auto, home, renters, condo, business, and life insurance. Dan's mission is to provide 'Good Neighbor' service and professional advising in every interaction, ensuring that his customers receive the best possible insurance and financial services. Whether you are in Wooster, Millersburg, or anywhere in Wayne and Holmes County, Dan Wakefield - State Farm Insurance Agent is your go-to choice for all your insurance needs. Contact their office today to find coverage that works for you.

Western & Southern Life Insurance Company is an insurance agency located at 2914 Cleveland Road, Wooster, Ohio, United States. We offer a variety of products to help you plan for your financial future, whether for personal or business needs. Our personalized guidance and solutions are tailored to your specific goals and circumstances. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to providing high-quality products and services, we are here to help you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Please note that not all Agents are registered to sell securities, so be sure to speak to someone who is licensed if you have specific investment needs. Western & Southern Life is the marketing name for The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company, both of which are financially responsible for their own products and services. We do not provide legal or tax advice, so it's always best to consult with a professional in those areas. Our financial strength ratings apply to the individual member insurance companies affiliated with Western & Southern, and we work with third-party content providers to ensure accuracy and reliability. By clicking on external links, you may be subject to the policies of those websites. Trust in Western & Southern Life Insurance Company to support you on your financial journey.

Northwestern Mutual is a reputable finance and insurance agency located at 2345 Gateway Drive in Wooster, Ohio, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to individual needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to providing top-notch service and expertise to help you navigate the complexities of financial planning.

Carleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.

Ryan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.

Shaffer & Associates Insurance, led by Trent Shaffer, is a reputable insurance agency located at 405 West Liberty Street in Wooster, Ohio, United States. With a focus on providing personalized and comprehensive insurance solutions, the agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Trent Shaffer and his team are dedicated to helping clients find the right coverage at the best possible rates, ensuring peace of mind and financial protection. Whether you are looking for auto, home, life, or commercial insurance, Shaffer & Associates Insurance is committed to delivering exceptional service and expert advice. Contact them today to discuss your insurance needs and get a customized quote.

Western & Southern Life Insurance Company, located at 2620B North Wooster Avenue in Dover, Ohio, is an insurance agency ready to help you plan for your financial future. With a range of products and personalized guidance, we can assist you in achieving your financial goals, whether for yourself or your business. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances. At Western & Southern Life, we are committed to providing the highest quality products and services to meet all your family's life insurance and financial needs. Our comprehensive rewards package, world-class training, and development opportunities demonstrate our dedication to your personal success. Securities are offered through W&S Brokerage Services, Inc., and all companies are members of the Western & Southern Financial Group.

Comprehensive Family Mediation is a health institution located at 2098 Portage Road in Wooster, Ohio, United States. Our dedicated team of professionals specializes in providing mediation services for families facing conflicts and challenges. We offer a safe and supportive environment where families can work together to find peaceful resolutions to their issues. Our goal is to help families communicate effectively, make informed decisions, and ultimately achieve harmony and understanding. Contact us today to learn more about how Comprehensive Family Mediation can support your family.

Bob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.

Kristin L. Watson, CPA is a reputable accounting and finance institution located at 1204 West Wooster Street in Bowling Green, Ohio, United States. Specializing in providing expert financial services, Kristin L. Watson, CPA offers a wide range of accounting services tailored to meet the needs of individuals and businesses alike. With a team of highly skilled professionals, clients can trust in the institution's expertise and dedication to helping them achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, Kristin L. Watson, CPA is committed to providing top-notch service and personalized solutions to ensure your financial success.

Richwood Investment Advisors, LLC is a reputable finance institution located at 5082 Wooster Road in Cincinnati, Ohio. With a team of experienced financial experts, Richwood Investment Advisors, LLC offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to provide personalized guidance and support. Trust Richwood Investment Advisors, LLC to help you navigate the complexities of the financial world and make informed decisions for a secure future.

Marvin Wealth Management is a prominent finance institution located at 441 East Beverly Road in Wooster, Ohio, United States. With a focus on providing comprehensive financial planning and investment management services, Marvin Wealth Management is dedicated to helping clients achieve their financial goals and secure their future. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Marvin Wealth Management is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a solid foundation for success.

Star Strategies LLC is a finance institution located at 5022 Canaan Center Road in Wooster, Ohio, United States. Our focus is on helping retirees and pre-retirees create a commonsense retirement income strategy that will last a lifetime. By sitting down with us, you can discover what your ideal retirement looks like and receive a custom plan tailored to your unique goals. Our downloadable guide provides valuable information on important things to check now to ensure you and your family are prepared for the future, even in uncertain economic times. We offer seminars on retirement income strategies and legacy planning to further educate our clients.

Raymond James is a reputable finance institution located at 404 West Liberty Street in Wooster, Ohio, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals provide personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, Raymond James is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Austin Wealth Solutions is a premier financial institution located at 127 East Liberty Street in Wooster, Ohio, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our experienced team of financial advisors offers a wide range of services, including investment planning, retirement planning, estate planning, and more. At Austin Wealth Solutions, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to schedule a consultation and take the first step towards financial success.

Prism Wealth Management, LLC is a leading financial institution located at 127 East Liberty Street in Wooster, Ohio. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on transparency and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Prism Wealth Management, LLC is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Huntington Private Bank is a prestigious finance institution located at 135 East Liberty Street in Wooster, Ohio, United States. The team at Huntington Private Bank is dedicated to providing a full range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. As a federally registered service mark of Huntington Bancshares Incorporated, Huntington Private Bank ensures that clients receive top-notch financial guidance and support. Additionally, Huntington Financial Advisors, a service mark under The Huntington Investment Company, offers securities and insurance products and services. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. With a commitment to excellence and personalized service, Huntington Private Bank is a trusted partner for all your financial needs.

Legacy Retirement Advisors is a leading finance institution located at 4329 Cleveland Road in Wooster, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for a secure and prosperous retirement. We offer personalized financial planning services, investment management, and retirement income strategies to help our clients achieve their long-term financial goals. At Legacy Retirement Advisors, we are committed to providing expert guidance and exceptional service to ensure our clients have a successful and worry-free retirement.

Merrill Lynch Wealth Management is a prestigious finance institution located at 543 Riffel Road in Wooster, Ohio, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced financial advisors are dedicated to providing personalized strategies tailored to your individual needs. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.

MBR Partners, Inc. is a leading accounting and finance institution located at 105 East Liberty Street in Wooster, Ohio, United States. With a team of experienced professionals, MBR Partners, Inc. offers a wide range of financial services including tax preparation, auditing, and consulting. Clients can trust MBR Partners, Inc. for expert advice and personalized solutions to help them achieve their financial goals.

Swartzentruber & Company Inc is a reputable accounting and finance institution located at 2285 Eagle Pass in Wooster, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Swartzentruber & Company Inc is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Whitaker Myers Tax Advisors, Ltd. is a leading accounting and finance institution located at 3524 Commerce Parkway in Wooster, Ohio, United States. With a team of experienced professionals, we provide expert tax advisory services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their specific financial needs. Whether you need assistance with tax planning, preparation, or compliance, our dedicated team is here to help. Trust Whitaker Myers Tax Advisors, Ltd. to guide you through the complexities of the tax system and help you achieve your financial goals.

Rea & Associates CPA Firm is a leading accounting and finance institution located at 230 North Market Street in Wooster, Ohio, United States. With a team of experienced and dedicated professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and business consulting. Whether you are an individual or a business owner, Rea & Associates CPA Firm is committed to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with all of your accounting and finance needs.

Meaden & Moore is a reputable accounting and finance institution located at 2363 Eagle Pass in Wooster, Ohio, United States. With a strong focus on providing top-notch financial services, Meaden & Moore offers expert advice and assistance in all areas of accounting and finance. Their team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are a business owner looking for accounting services or an individual in need of financial planning, Meaden & Moore is the go-to institution for all your financial needs.

H&R Block is a trusted accounting and finance institution located at 2831 Cleveland Road in Wooster, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you're an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Premier Bank is a trusted financial institution located at 1226 West Wooster Street in Bowling Green, Ohio, United States. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit Premier Bank today to experience the difference in banking with us.

LRC Magic Investors is a finance institution located at 194 Wooster Road North in Barberton, Ohio, United States. Specializing in investment opportunities, LRC Magic Investors offers a range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LRC Magic Investors is dedicated to providing personalized solutions and expert advice to support their clients in making sound investment decisions. Whether you are looking to grow your wealth, plan for retirement, or expand your business, LRC Magic Investors is committed to helping you succeed financially.