Financial management advice in Van Wert, Ohio

Thrivent Financial, located at 10730 Lincoln Highway in Van Wert, Ohio, is a finance institution that believes everyone deserves a financial plan they can be confident about. Their team of financial advisors can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve your financial goals. Their free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial's financial advisors are there to help you take on the challenges and opportunities life gives you.

Edward Jones - Financial Advisor: Trevor R Webster, CFP®|AAMS™ is a respected finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Trevor R Webster offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Thaison E Leaser is a trusted financial institution located at 707 Fox Road in Van Wert, Ohio, United States. As a dedicated finance advisor, Thaison E Leaser provides personalized financial guidance 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 offers a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Thaison E Leaser is committed to providing expert advice and exceptional service to help you secure a solid financial future.

First Federal of Van Wert is a trusted financial institution located at 679 Fox Road in Van Wert, Ohio, United States. As a full-service bank, we offer a range of banking and financial services to meet the needs of our customers. Whether you are looking to open a checking or savings account, apply for a loan, or simply use our convenient ATM services, First Federal of Van Wert is here to help you achieve your financial goals. Our friendly and knowledgeable staff are dedicated to providing excellent customer service and helping you make the most of your money. Visit us today to experience the difference that First Federal of Van Wert can make in your financial life.

Welcome to the U.S. Bank ATM - Van Wert, conveniently located at 818 South Shannon Street, Van Wert, Ohio 45891. As a trusted provider of banking and financial services, we are committed to meeting your needs with a variety of offerings designed to make managing your finances easy and secure. Our ATM services provide quick and efficient access to your accounts, allowing you to withdraw cash, check balances, and perform other essential banking transactions at your convenience. Whether you're looking for a simple and secure way to manage your money or need assistance with borrowing, our Bank Smartly Checking® account offers a seamless online checkout experience to make shopping easy and stress-free.

Straley Asset Management is a reputable financial institution located at 111 Main Street in Van Wert, Ohio, United States. With a strong focus on providing personalized investment solutions and wealth management services, Straley Asset Management is dedicated to helping clients achieve their financial goals. The experienced team of professionals at Straley Asset Management offers expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Straley Asset Management is committed to providing you with the tools and resources you need to succeed.

Doug Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 120 East Ervin Road in Van Wert, Ohio, United States. Doug holds multiple 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®. Doug specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Doug is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.

Edward Jones - Financial Advisor: George R Scott, CRPC™ is a trusted financial institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. As a Certified Retirement Planning Counselor, George R Scott provides expert financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, George R Scott can help create a personalized financial plan tailored to your needs. With a commitment to personalized service and a focus on long-term financial success, Edward Jones - Financial Advisor: George R Scott, CRPC™ is dedicated to helping clients secure their financial futures.

Edward Jones - Financial Advisor: Eric Hurless, CFP® is a reputable finance institution located at 1052 South Washington Street in Van Wert, Ohio, United States. As a Certified Financial Planner, Eric Hurless offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for retirement, saving for education, or building wealth, Eric Hurless and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 120 East Ervin Road in Van Wert, Ohio, United States, offers a wide range of financial services to individuals and businesses. Evan Sutton holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Evan Sutton is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Evan Sutton can provide expert guidance and support. Contact Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, for personalized financial solutions tailored to your needs.

Edward Jones - Financial Advisor: Veronica Cuevas is a reputable finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. Veronica Cuevas is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Veronica Cuevas can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Veronica Cuevas is a trusted partner in helping clients secure their financial future.

Welcome to Woodforest National Bank, your trusted partner in banking and financial services located conveniently at 301 Towne Center Boulevard, Van Wert, Ohio. Dedicated to serving the Van Wert community, we offer a comprehensive range of financial solutions tailored to meet your personal and business needs. Our commitment to exceptional customer service and innovative banking solutions sets us apart as a leader in the industry. At Woodforest National Bank, we provide a wide array of services including personal and business checking and savings accounts, loans, credit services, and more. Our experienced team is here to assist you with personalized financial advice and support, ensuring that you achieve your financial goals with confidence.

Welcome to Scott Equity Exchange, your trusted local destination for high-quality food products in Van Wert, Ohio. Conveniently located at 308 Bonnewitz Avenue, we pride ourselves on offering a diverse selection of fresh, nutritious, and locally-sourced foods to meet the needs of our community. Whether you're shopping for everyday essentials or special ingredients, our friendly and knowledgeable staff is here to assist you in finding exactly what you need. At Scott Equity Exchange, we are committed to supporting local farmers and producers, ensuring that our customers receive the best products while promoting sustainable practices. Visit us today and experience the difference of shopping local.

Welcome to Flagstar Bank, your trusted partner in financial services located at 115 Hospital Drive, Van Wert, Ohio. As a reliable and customer-focused institution, we are committed to providing exceptional banking solutions to meet your personal and business needs. Our comprehensive range of services includes personal banking, business banking, loans, and financial planning to help you manage and grow your finances effectively. At Flagstar Bank, we understand the importance of accessibility and convenience, which is why we offer a state-of-the-art ATM facility for quick and easy transactions. Whether you're looking to open a new account, apply for a loan, or simply need financial advice, our friendly and knowledgeable staff are here to assist you every step of the way.

Walmart Money Center located at 301 Towne Center Boulevard in Van Wert, Ohio, United States, is a convenient financial institution within the Walmart store. As a part of the world's largest retailer, the Money Center offers a variety of financial services such as check cashing, money transfers, bill payments, and prepaid card services. Customers can access these services during regular store hours, making it a one-stop shop for all their financial needs. With friendly and knowledgeable staff on hand, the Walmart Money Center provides reliable and efficient financial solutions for individuals and families in the Van Wert community.

Flagship is a trusted institution located at 316 West Ervin Road in Van Wert, Ohio, United States. Specializing in accounting, finance, and insurance services, Flagship is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Flagship offers expert advice and personalized services to help clients achieve their financial goals. Whether you need help with tax preparation, investment planning, or insurance coverage, Flagship is here to assist you every step of the way. Visit us today to experience the difference that Flagship can make in your financial future.

Bashore Reineck Stoller & Waterman Inc is a reputable accounting and finance institution located at 685 Fox Road in Van Wert, 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, their expertise ensures that clients receive top-notch advice and support in managing their finances effectively. Trust Bashore Reineck Stoller & Waterman Inc for all your accounting and finance needs.

Welcome to the First Bank of Berne, conveniently located at 102 Christopher Crossing, Van Wert, Ohio 45891. As a trusted institution in the heart of Van Wert, we are proud to offer a comprehensive range of financial services designed to meet the needs of our community. Whether you're looking to manage your personal finances, secure a loan, or access our user-friendly ATM services, our dedicated team is here to provide personalized support and expert guidance every step of the way. At First Bank of Berne, we prioritize building lasting relationships with our customers, ensuring your financial well-being and success. Visit us today to experience the personalized service and commitment that have made us a staple in the Van Wert community. Your financial future starts with us.

Citizens National Bank is a trusted financial institution located at 1199 Westwood Drive in Van Wert, Ohio, United States. With a range of services including ATMs, banking, and finance, Citizens National Bank is committed to providing top-quality financial solutions to its customers. Whether you're looking to open a new account, apply for a loan, or simply access your funds conveniently, Citizens National Bank is here to help. Visit us today to experience exceptional customer service and secure financial management.

Welcome to U.S. Bank Branch, your trusted financial partner located at 818 South Shannon Street, Van Wert, Ohio. As a leading provider of banking and financial services, we are dedicated to meeting the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to guide you every step of the way. At U.S. Bank Branch, we offer a comprehensive range of services designed to help you achieve your financial goals. From personal and business banking to wealth management and investment solutions, we provide the tools and resources you need for financial success. Our commitment to exceptional customer service ensures that your banking experience is both convenient and rewarding.

Western & Southern Life Insurance Company, located at 1167 Westwood Drive in Van Wert, Ohio, is a trusted insurance agency dedicated to helping individuals and businesses plan for their financial future. Our wide range of products and personalized guidance can help you make informed decisions to achieve your financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to support you every step of the way. At Western & Southern Life, we offer a comprehensive rewards package and top-notch training opportunities to ensure your personal success. Our commitment to providing high-quality products and services sets us apart, and our team of experienced professionals is ready to assist you with all your insurance and financial needs.

Prudential Insurance Co is a reputable insurance agency located at 147 Main Street in Van Wert, Ohio, United States. With a strong commitment to providing reliable and affordable insurance solutions, Prudential Insurance Co offers a wide range of policies to meet the needs of individuals and businesses alike. Their experienced agents are dedicated to helping clients find the right coverage for their specific needs, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, Prudential Insurance Co is your trusted partner in protection.

Knodel Bradley CPA is a reputable accounting and finance institution located at 1054 South Washington Street in Van Wert, Ohio, United States. With a team of experienced and knowledgeable Certified Public Accountants, Knodel Bradley CPA provides a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in the expertise and professionalism of Knodel Bradley CPA to meet their accounting and financial needs with precision and efficiency.

Welcome to Fme Federal Credit Union, your trusted financial partner located at 150 Fisher Avenue, Van Wert, Ohio. We are committed to providing our community with exceptional financial services tailored to meet your needs. As a member-focused credit union, we offer a wide range of services, including savings and checking accounts, loans, and convenient ATM access to help you manage your finances with ease. Our dedicated team is here to support you on your financial journey, offering personalized advice and solutions that make a difference. Whether you're planning for the future or managing day-to-day expenses, Fme Federal Credit Union is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a community-driven institution.

Capital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.

Phillip Summersett - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which typically involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Mark Laurent - Thrivent is a finance institution located at 1179 Westwood Drive in Van Wert, Ohio, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through Dedicated Planning Services, which provide written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services.

Carl Etzler - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. They are licensed in multiple states including AZ, FL, IN, KY, MI, MN, OH, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through their Dedicated Planning Services. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA’s Broker Check.

Shultz Huber & Associates, Inc. is a leading accounting and finance institution located at 595 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Their commitment to excellence and client satisfaction sets them apart in the industry. Visit Shultz Huber & Associates, Inc. for all your accounting and finance needs.

Welcome to Westwood Retail Ltd, your trusted partner in banking and finance located at 1167 Westwood Drive, Van Wert, Ohio. As a cornerstone of the local community, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering exceptional service, ensuring your financial goals are met with precision and care. Whether you're looking for personal banking, business financing, or investment advice, Westwood Retail Ltd offers a comprehensive range of services to help you navigate your financial journey with confidence. Visit us today and discover how we can support your financial well-being.