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TOP 30 Financial health management in Holland, OH
5 results found
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Pino Holly Wealth Management
Pino 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.
Carlos Garcia, Bankers Life Agent
Carlos Garcia, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. As a trusted agent for Bankers Life, Carlos Garcia provides a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Carlos Garcia is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Carlos Garcia is here to help you navigate the complex world of insurance and secure your financial well-being.
Scott Walsh
Scott 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.
Fifth Third Preferred - Darci Lingle
Fifth 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.
GreenPath Debt Solutions
GreenPath Debt Solutions, located at 1627 Holland Road in Maumee, Ohio, is a trusted national nonprofit with over 60 years of experience helping individuals build financial health and resiliency. Their NFCC-certified counselors offer options to manage credit card debt, student loans, and homeownership. Whether you are facing foreclosure, looking for rental counseling, or considering a reverse mortgage, GreenPath's HUD-certified counselors provide trusted support to handle housing challenges. They offer a variety of free resources such as articles, tools, webinars, and classes to guide you on your financial journey. GreenPath's Debt Management Program can help you become debt-free faster by negotiating with major creditors to save you time and money. Testimonials from clients like Patricia from Alabama and Mandy from Wisconsin highlight the positive impact GreenPath has had on their financial situations. In 2023, GreenPath provided over 107,641 services and helped people pay off their debts through Debt Management Programs.
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