TOP 30 Financial goal planning in Coldwater, Ohio

5 results found

Edward Jones - Financial Advisor: John Yoder is a reputable financial institution located at 106 South 2nd Street in Coldwater, Ohio, United States. Specializing in personalized financial planning and investment services, John Yoder and his team provide expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: John Yoder is dedicated to helping individuals and families secure their financial futures.

Northwestern Mutual is a renowned finance and insurance agency located at 213 West Main Street in Coldwater, Ohio, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future.

Independent Capital Management is a finance institution located at 120 Hillcrest Drive in Coldwater, Ohio, United States. Our mission is to serve as your most trusted advisor, providing professional knowledge, integrity, and personalized service. Whether you are seeking guidance on insurance, investing, retirement planning, estate planning, or wealth preservation, our team of independent advisors is here to help. We work with individuals, families, self-employed individuals, small businesses, and corporations to help them achieve their financial goals. In addition to personal financial planning, we offer services such as setting up 401K plans and simple IRA plans. Securities and investment advisory services are offered through Osaic Wealth, Inc., a registered investment advisor. Please note that Independent Capital Management is not affiliated with Osaic Wealth, Inc. and is not registered as a broker-dealer or investment advisor. Our services are available to residents of FL, IN, KY, OH, and PR. We strive to represent our clients' best interests at all times and are committed to helping them succeed financially. When you choose to work with us, you can rest assured that you are in good hands. Visit our website for more information and to learn about the opportunities available to you when you take a proactive approach to your financial future.

Moorman Harting & Co, located at 815 West Main Street in Coldwater, Ohio, is a trusted accounting and finance institution. Our team of professionals offers a wide range of services including tax preparation, payroll assistance, and business planning strategies. We are dedicated to helping our clients achieve their financial goals and maximize their success. We also provide SafeSend Returns for secure and efficient electronic tax return delivery. Contact us at 419-678-4814 to schedule an appointment or visit our Celina location at 531 E. Market St. Our office hours are Saturday from 8:00 am to 12:00 pm, with appointments available upon request.

Superior Credit Union, located at 950 West Main Street in Coldwater, Ohio, has been serving its members for over seven decades. Specializing in ATM and finance services, Superior Credit Union offers a wide range of financial solutions to meet your needs. With a Superior VISA Rewards Credit Card, you can earn 1.5% cash back on all purchases. The institution also offers free tax preparation and e-filing for members with low to moderate income, as well as online calculators to help with financial planning. Superior Credit Union also has its own in-house insurance agency, Superior Insurance Services, which offers discounted auto, home, life, and business insurance to members. Whether you are looking for investment advice, financial planning, or insurance solutions, Superior Credit Union is dedicated to helping you take care of yourself and your family.