TOP 10 Best Financial expertise in Bowling Green, Ohio
19 results found
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Mary Davenport-Yant - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMary Davenport-Yant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1234 Ridgewood Drive in Bowling Green, Ohio, United States. Mary holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Mary is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals. With a focus on ethical practices and ongoing education, Mary is committed to helping her clients make informed decisions about their finances.
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Edward Jones - Financial Advisor: Jeff Fallon, AAMS™
● ClosedEdward Jones - Financial Advisor: Jeff Fallon, AAMS™ is a reputable finance institution located at 170 South Main Street in Bowling Green, Ohio, United States. Jeff Fallon, a certified Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Fallon, AAMS™ offers a comprehensive range of financial services tailored to meet the individual needs of each client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jeff Fallon and his team are committed to helping you make informed decisions and secure your financial future.
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Edward Jones - Financial Advisor: Jack P Potkanowicz
● OpenEdward Jones - Financial Advisor: Jack P Potkanowicz is a reputable financial institution located at 1180 North Main Street in Bowling Green, Ohio, United States. Jack P Potkanowicz is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Jack and his team at Edward Jones can provide personalized guidance and expertise to help you make informed decisions. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Jack P Potkanowicz is a trusted partner for all your financial needs.
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Edward Jones - Financial Advisor: Dave Boyk
● ClosedEdward Jones - Financial Advisor: Dave Boyk is a leading finance institution located at 1180 North Main Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Dave Boyk provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Dave Boyk is dedicated to helping individuals and families navigate the complexities of investment and retirement planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Dave Boyk and his team are committed to providing the support and expertise needed to help you succeed financially.
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Raymond James Financial Services
● OpenRaymond James Financial Services, located at 7600 Kings Pointe Road in Toledo, Ohio, is a trusted finance institution that offers reliable advice and steadfast support to help clients achieve lasting peace of mind. Specializing in helping clients make intentional decisions for generational wealth, their team of advisors acts as a voice of reason to guide clients through their financial journey. With a focus on providing attentive, personal service, Raymond James Financial Services takes a holistic approach to wealth management, crafting comprehensive plans that address all aspects of a client's financial world. Leveraging cutting-edge technology and world-class resources, they deliver a next-level planning experience that helps clients navigate the complexities of wealth management with confidence.
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Evans Insurance
● ClosedEvans Insurance, located at 115 North Main Street in Bowling Green, Ohio, is a trusted insurance agency that specializes in providing home loans and various types of insurance including car, home, business, and life insurance. Serving clients throughout Ohio, including Bowling Green, Perrysburg, and Toledo, Evans Home Loans and Insurance has been serving the community for over 15 years. They offer superior protection and rates by comparing options from various insurance companies and lenders. With a focus on excellent customer service, Evans Home Loans and Insurance customizes plans for each individual to meet their personal and business needs. Whether you need an insurance quote or assistance with a home purchase or refinance, they are dedicated to building relationships and treating each client as an individual. As Financial Literacy Month approaches in April, Evans Insurance also provides financial literacy resources for small business owners to help them manage their finances effectively. Additionally, they offer insurance tips for home remodel projects and debunk myths about life insurance to help clients make informed decisions. Experience the personalized service and expertise of Evans Insurance for all your insurance needs.
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Pat Paule
● ClosedPat 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.
1224 W Wooster St, Bowling Green, OH 43402, United StatesAdvertisements -
First Insurance Group
● ClosedFirst 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.
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Ryan Dauterman
● ClosedRyan 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.
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Steve Howard
● ClosedSteve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.
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James H Miles & Co: Miles James H CPA
● OpenJames H Miles & Co: Miles James H CPA is a trusted accounting and finance institution located at 320 West Gypsy Lane Road in Bowling Green, Ohio, United States. With years of experience and expertise in the field, James H Miles & Co offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust James H Miles & Co to help you navigate the complexities of financial management and achieve your goals with confidence.
320 W Gypsy Lane Rd C, Bowling Green, OH 43402, United States -
Kristin L. Watson, CPA
● OpenKristin 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.
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The Law Offices Of Timothy A. Magee
● ClosedThe Law Offices of Timothy A. Magee is a reputable legal institution located at 347 North Main Street in Bowling Green, Ohio, United States. Specializing in finance and legal services, Timothy A. Magee and his team provide expert guidance and representation in various legal matters. With a commitment to excellence and a dedication to serving their clients' needs, this institution is a trusted resource for individuals seeking professional legal advice and support.
347 N Main St #1, Bowling Green, OH 43402, United StatesAdvertisements -
Hanna Drew A
● OpenHanna Drew A is a reputable law firm located at 700 North Main Street in Bowling Green, Ohio, United States. Specializing in various legal services, the institution is known for its professionalism, dedication, and expertise in handling a wide range of legal matters. With a team of experienced lawyers, Hanna Drew A is committed to providing top-notch legal representation and guidance to its clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Hanna Drew A is here to help. Trust in their knowledge and experience to navigate the complexities of the legal system and achieve the best possible outcome for your case.
700 N Main St, Bowling Green, OH 43402, United States -
Moore & Roberts
● OpenMoore & Roberts is a trusted accounting and finance institution located at 121 East Wooster Street in Bowling Green, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Moore & Roberts is dedicated to helping their clients achieve their financial goals. Visit them today to experience their expertise and personalized service.
121 E Wooster St # 200, Bowling Green, OH 43402, United States -
Don Rose Auction & Realty
● ClosedDon Rose Auction & Realty is Northwest Ohio's leading auction and real estate experts, located at 1039 Haskins Road in Bowling Green, Ohio. Specializing in finance and real estate agency services, we are here to help you navigate through major life events with ease and dignity. Whether you are facing an exciting relocation opportunity or dealing with the passing of a loved one, our experienced team is ready to assist you every step of the way. We understand the overwhelming task of figuring out what to do with personal belongings, and we are here to make the process as stress-free as possible.
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Henry County Bank
● ClosedHenry County Bank is a trusted financial institution located at 130 East Court Street in Bowling Green, Ohio, United States. As a bank focused on building long-lasting relationships with our customers, we offer a range of services to meet your financial needs. Our ATMs, Digital Banking platform, and Virtual Assistant Penny are available 24/7 for your convenience. Additionally, our Customer Care phone support is always ready to assist you. Whether you're looking for personal banking, business banking, or investment services, Henry County Bank is here to help. Stay connected with us on social media platforms like Facebook, Twitter, and LinkedIn to stay informed about Civista news, financial tips, and community events. Visit us today and experience our commitment to trust, expertise, and exceptional service.
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Dr. Joan E. Tamburro, DO
● ClosedBusiness Description for Dr. Joan E. Tamburro, DO Located at 8950 Euclid Ave, R Building, Cleveland, OH 44106, Dr. Joan E. Tamburro, DO, operates within the Cleveland Clinic main campus, specializing in pediatric dermatology. With over two decades of extensive medical training and experience, Dr. Tamburro is highly regarded for her expertise and compassionate approach to patient care.
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Darke County Commissioners
● OpenWelcome to the official website of the Darke County Commissioners, your local government office dedicated to serving the residents of Darke County, Ohio. Located at 520 South Broadway Street, Greenville, Ohio 45331, our office is committed to ensuring effective governance and the well-being of our community. As one of Ohio's counties, Darke County operates under the general statutory law and does not possess home rule authority. This means that our county officials, including the three county commissioners, act only as authorized by state law to fulfill their responsibilities. The commissioners serve as the county's general administrative body, overseeing tasks such as taxation, budgeting, appropriating, purchasing, and maintaining county property.
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