TOP 10 Financial plan advisor in Bowling Green, Ohio

Lauren Myers is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded on the principles of saving instilled by Lauren Myers's father, the institution focuses on financial wellness and planning for individuals and families. Specializing in creating tax-efficient retirement income and wealth accumulation strategies, Lauren aims to empower clients to make informed decisions about their financial future. With a Bachelor's degree in business administration with a specialization in finance from Bowling Green State University, Lauren is dedicated to building lifelong relationships with clients and their families. In her free time, she enjoys outdoor activities like biking and walking through Metropark Toledo's Oak Openings, as well as spending summers on the lake with her family. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in various states across the U.S. Please note that any information provided is for courtesy only, and leaving the website will not guarantee the accuracy of information on external sites.

Steve Morr is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 1992 by Stephen Morr, the institution specializes in retirement planning, investment planning, and risk management. Steve's philosophy is centered around helping clients improve their financial well-being by prioritizing saving and investing. He aims to guide his clients towards a place where they work because they want to, not because they have to. Steve is a graduate of Bowling Green State University and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). He resides in Monclova, Ohio with his wife Meggan and their two daughters. In his free time, Steve enjoys playing golf, attending his daughters' dance performances, and spending time with loved ones. The institution is affiliated with Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They serve clients in various states across the United States and prioritize providing accurate and comprehensive information to their clients.

Timothy Bracy - Thrivent is a finance institution located at 1244 Ridgewood Drive in Bowling Green, Ohio, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients make informed decisions about their finances and secure their financial future. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Timothy Bracy - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Timothy Bracy - Thrivent is a finance institution located at 820 North Main Street, Findlay, Ohio, United States. With state licenses in CA, MI, and OH, as well as an additional location at 1244 Ridgewood Drive Ste 4 Bowling Green, OH 43402, Timothy Bracy - Thrivent offers a range of financial services. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Tamy Pfaff is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Tamy Pfaff, the founder, is dedicated to helping clients achieve their retirement goals through personalized financial planning. She specializes in areas such as long-term care, Medicare, and financial planning for divorce. Tamy is an expert in the individual healthcare market and has served as President and Treasurer of the Toledo chapter of the National Association of Insurance and Financial Advisors. She was also recognized as the Savage and Associates Rising Star in 2016. Tamy graduated from Bowling Green State University in 1986 and is licensed in Life and Health insurance in Ohio. She resides in Perrysburg, Ohio, and is an active volunteer in her community. Securities and investment advisory services are offered through Osaic Wealth, Inc., and Tamy is registered in multiple states. Please note that when you visit external websites linked here, you are leaving the Tamy Pfaff website.

Fifth Third Securities - Jerid Friar is a reputable finance institution located at 275 South Main Street in Bowling Green, Ohio, United States. Led by experienced financial advisor Jerid Friar, the institution offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a focus on personalized service and strategic planning, Fifth Third Securities - Jerid Friar is dedicated to providing expert guidance and support to individuals and businesses seeking to build and protect their assets. Visit their office today to learn more about their comprehensive financial solutions.

Premier Bank is a trusted financial institution located at 1226 West Wooster Street in Bowling Green, Ohio, United States. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit Premier Bank today to experience the difference in banking with us.

Jackson Hewitt Tax Service located at 131 West Gypsy Lane Road in Bowling Green, Ohio, United States offers a variety of tax services to help you get your biggest refund. While our tax advance loans have ended this year, our Tax Pros are still available to assist you with your tax preparation needs. Whether you prefer in-person appointments, drop-off services, or help with IRS letters, we have you covered. Our location within Walmart allows you to conveniently take care of your taxes while shopping. Book an appointment online or give us a call to reserve time with one of our expert Tax Pros. Trust Jackson Hewitt to maximize your refund and ensure that every dollar matters.

Premier Bank is a trusted financial institution located at 1200 North Main Street in Bowling Green, Ohio, United States. As a full-service bank, Premier Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations and a dedicated team of professionals, Premier Bank is committed to providing top-notch customer service and helping individuals and businesses achieve their financial goals. Visit Premier Bank today to experience excellence in banking and finance.

The 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.

Stavish Robert K CPA is a reputable accounting and finance institution located at 521 North Main Street in Bowling Green, Ohio, United States. With a focus on providing expert financial services, Stavish Robert K CPA offers a wide range of accounting services to individuals and businesses in the area. Their team of experienced professionals are dedicated to helping clients with tax preparation, financial planning, auditing, and more. Trust Stavish Robert K CPA for all your accounting and finance needs.

S & S CPA Singer & Stott Inc is a reputable accounting and finance institution located at 725 Haskins Road in Bowling Green, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses alike. Visit them today to see how they can help you achieve your financial goals.

Welcome 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.

Welcome to the Darke County Treasurer's Office Located at 504 South Broadway Street, Greenville, Ohio, the Darke County Treasurer's Office is a vital component of the local government infrastructure. Our office is dedicated to serving the financial and administrative needs of Darke County, ensuring that the county’s fiscal responsibilities are met with transparency, accuracy, and efficiency.

Welcome to the Darke County Engineer's Office, a vital part of the local government infrastructure located at 504 South Broadway Street, Greenville, Ohio. As a cornerstone of county operations, our office is dedicated to maintaining and enhancing the transportation framework and essential public works that serve the residents of Darke County. Our primary responsibilities include planning, designing, constructing, and maintaining the county road system, as well as overseeing the upkeep of county and township bridges. We also manage bridges within municipalities that are on through routes. Our work is crucial for ensuring the safety and efficiency of the local transportation network, and it is funded through dedicated motor vehicle license and gasoline taxes.

Welcome to the official website of the Darke County Coroner's Office, located at 504 South Broadway Street, Greenville, Ohio 45331, United States. As a vital component of the local government, the Darke County Coroner plays a crucial role in the justice system, ensuring thorough investigations into deaths resulting from criminal activity, accidents, or other unusual circumstances. Led by Dr. Tim Kathman, the coroner's office is committed to providing accurate determinations of cause and manner of death. Our work involves collaborating with law enforcement agencies, the county prosecutor, and other relevant parties to prepare cases for trial. We conduct inquests, autopsies, x-rays, and toxicology tests, and often provide expert testimony in court cases.