Financial expertise in Perrysburg, OH
18 results found
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Business Solutions of Perrysburg
● OpenBusiness Solutions of Perrysburg is a leading institution located at 28315 Kensington Lane in Perrysburg, Ohio. We offer a wide range of professional services to help businesses thrive and succeed in today's competitive market. Our team of experts provides strategic solutions for all aspects of business operations, including marketing, finance, human resources, and more. Whether you are a small start-up or a large corporation, we have the tools and expertise to help you achieve your goals. Contact us today to learn more about how Business Solutions of Perrysburg can help your business grow and prosper.
28315 Kensington Ln #2, Perrysburg, OH 43551, United States -
Edward Jones - Financial Advisor: Loren J Odegaard, AAMS™
● OpenEdward Jones - Financial Advisor: Loren J Odegaard, AAMS™ is a reputable finance institution located at 215 Louisiana Avenue in Perrysburg, Ohio, United States. As a trusted financial advisor, Loren J Odegaard, AAMS™ offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on integrity and expertise, clients can trust Edward Jones to provide sound financial advice and guidance. Whether you are planning for retirement, saving for education, or investing for the future, Loren J Odegaard, AAMS™ is dedicated to helping clients make informed financial decisions.
215 Louisiana Ave, Perrysburg, OH 43551, United States -
Edward Jones - Financial Advisor: Ruth Gahler, AAMS™
● ClosedAt Edward Jones - Financial Advisor: Ruth Gahler, AAMS™ in Perrysburg, Ohio, you can trust in the expertise and dedication of a seasoned financial advisor. Located at 26567 North Dixie Highway, our institution specializes in providing personalized financial planning services to help you achieve your goals. With a focus on building long-term relationships and understanding your unique needs, Ruth Gahler, AAMS™, is committed to guiding you towards financial success. Whether you are planning for retirement, saving for education, or investing for the future, our team is here to support you every step of the way. Visit us today to experience the difference personalized financial advice can make.
26567 N Dixie Hwy Suite 155, Perrysburg, OH 43551, United States -
Jason Gedert - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJason Gedert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 836 West South Boundary Street in Perrysburg, Ohio, United States. Jason holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Jason Gedert offers a comprehensive range of services to help clients achieve their financial goals. Additionally, Jason is dedicated to upholding a high standard of ethics and professionalism in his practice.
836 W South Boundary St #2b, Perrysburg, OH 43551, United States -
Edward Jones - Financial Advisor: Aaron J Arnold, AAMS™
● ClosedEdward Jones - Financial Advisor: Aaron J Arnold, AAMS™ is a reputable finance institution located at 215 Louisiana Avenue in Perrysburg, Ohio, United States. As a trusted financial advisor, Aaron J Arnold, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Aaron J Arnold, AAMS™ is committed to providing expert financial advice and guidance to help clients secure their financial future.
215 Louisiana Ave, Perrysburg, OH 43551, United States -
Keith Faggionato - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKeith 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.
137 W 3rd St, Perrysburg, OH 43551, United States -
Kristin Lynn Gedert - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristin 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.
836 W South Boundary St Ste 2B, Perrysburg, OH 43551, United States -
Christopher J Kec - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher 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.
137 W 3rd St, Perrysburg, OH 43551, United States -
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.
115 N Main St, Bowling Green, OH 43402, United States -
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 States -
BCA Insurance Group
● ClosedBCA Insurance Group, located at 28350 Kensington Lane in Perrysburg, Ohio, is an insurance agency that focuses on providing top-quality insurance options to customers. With a strong emphasis on service, security, strength, and independence, BCA Insurance Group offers personal insurance, business insurance, and employee benefits. From auto insurance to home insurance, their goal is to help people protect what they value most. Their experienced insurance advisors can help identify coverage gaps, save money, and keep assets protected. The agency stays up-to-date on regulations and economic trends to provide creative, comprehensive, and cost-effective solutions for businesses. With a merger in 2001, BCA Insurance Group has grown to offer coverage from over 20 carriers for property and casualty and more than 50 carriers for life insurance. The agency is committed to providing quality coverages and service with integrity, striving to make a difference in the lives of their customers. Whether in Perrysburg or other areas of Ohio, BCA Insurance Group is dedicated to creating maximum value for their clients. They also offer individualized insurance planning and consulting for business owners. With a focus on protecting against the unexpected, BCA Insurance Group is a trusted agency for all insurance needs.
28350 Kensington Ln # 100, Perrysburg, OH 43551, United States -
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.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Shawn M. Burke - Morgan Stanley
● OpenShawn M. Burke - Morgan Stanley is a prestigious finance institution located at 6250 Levis Commons Boulevard in Perrysburg, Ohio, United States. With a strong reputation for excellence in financial services, our team of experienced professionals provides personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or growing your investment portfolio, Shawn M. Burke - Morgan Stanley is dedicated to helping you navigate the complex world of finance with confidence and expertise. Contact us today to schedule a consultation and see how we can help you secure your financial future.
6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, United States -
Joseph Majdalani - Morgan Stanley
● OpenJoseph Majdalani - Morgan Stanley is a renowned financial institution located at 6250 Levis Commons Boulevard in Perrysburg, Ohio, United States. With a strong reputation in the finance industry, Joseph Majdalani - Morgan Stanley offers a wide range of financial services to individuals and businesses. The institution is known for its expertise in investment management, wealth management, retirement planning, and more. Clients can expect personalized financial solutions tailored to their specific needs and goals. With a team of experienced professionals, Joseph Majdalani - Morgan Stanley is committed to helping clients achieve financial success and security.
6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, United States -
Shawna Farnol Bumpus - Morgan Stanley
● OpenShawna Farnol Bumpus - Morgan Stanley is a finance institution located at 6250 Levis Commons Boulevard in Perrysburg, Ohio, United States. With a team of experienced financial advisors, they offer a wide range of services including wealth management, investment planning, retirement planning, and more. Their expertise and personalized approach help clients achieve their financial goals and secure their financial future. Visit Shawna Farnol Bumpus - Morgan Stanley for expert financial guidance and support.
6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, United States -
Douglas Crocker Associates LLC
● ClosedDouglas Crocker Associates LLC is a reputable accounting and finance institution located at 3260 Levis Commons Boulevard in Perrysburg, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Douglas Crocker Associates LLC is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
3260 Levis Commons Blvd, Perrysburg, OH 43551, United States -
Peggy Hudson CPA
● ClosedPeggy Hudson CPA is a trusted accounting and finance institution located at 28276 Kensington Lane in Perrysburg, Ohio, United States. With years of experience and expertise, Peggy Hudson CPA offers professional services to individuals and businesses in need of financial guidance. Whether you require tax preparation, bookkeeping, or financial planning, Peggy Hudson CPA is dedicated to providing top-notch services tailored to meet your specific needs. Trust Peggy Hudson CPA for all your accounting and finance needs.
28276 Kensington Ln, Perrysburg, OH 43551, United States -
Shadow Valley Dental Group - Todd W. Hasty, D.D.S.
● ClosedShadow Valley Dental Group - Todd W. Hasty, D.D.S. is a leading dental institution located at 1574 Henthorne Drive in Maumee, Ohio, United States. Specializing in a wide range of dental services, from routine cleanings to cosmetic dentistry and prosthetics, Shadow Valley Dental Group is committed to providing the highest quality of full-service family dentistry for the Maumee, Toledo, Perrysburg, and surrounding areas. Patients at Shadow Valley Dental Group are treated like family, receiving personalized care and attention from Dr. Hasty himself. The institution offers a comprehensive list of dental services, including preventive care, dental restoration, dental implants, invisible orthodontics, and cosmetic dental services. With a focus on financial flexibility, sedation options, and patient comfort, Shadow Valley Dental Group strives to make every visit to the dentist a positive and painless experience.
1574 Henthorne Dr suite a, Maumee, OH 43537, United States
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