TOP 10 Best Financial planning and management in Coldwater, Ohio

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.

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.

Edward Jones - Financial Advisor: Lori Homan is a trusted finance institution located at 106 South 2nd Street in Coldwater, Ohio, United States. As a dedicated financial advisor, Lori Homan provides personalized investment and wealth management services to help clients reach their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Lori Homan is a reliable partner in navigating the complexities of the financial world.

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.

Stammen Insurance Agency, located at 124 West Main Street in Coldwater, Ohio, has been providing insurance solutions since 1919. Specializing in health insurance, Stammen Insurance is dedicated to helping clients protect their family, loved ones, and assets. As an independent agency, they offer a wide range of insurance options tailored to each client's unique needs. With a focus on service and trust, Stammen Insurance works closely with clients to ensure they are making informed decisions about their insurance coverage. Clients praise the agency for their competitive prices, personalized service, and commitment to solving insurance problems. Licensed in multiple states, Stammen Insurance is dedicated to upholding a century-old tradition of excellence and client satisfaction. Visit their Service Center to manage your insurance needs and experience the difference with Stammen Insurance Agency.

Welcome to N.J. Hogenkamp Sons Funeral Homes, located at 715 East Main Street, Coldwater, Ohio. We are a family-owned funeral home dedicated to providing compassionate and personalized funeral arrangements and services to individuals and families of all faiths. Understanding the importance of religious beliefs and personal traditions, we are honored to serve families of all denominations and beliefs with respect and care. At N.J. Hogenkamp Sons, we strive to create a meaningful tribute that honors the life and beliefs of your loved one. Whether you choose to hold services at our funeral home, your place of worship, a cemetery, or any other location, our experienced team will attend to every detail. We offer a comprehensive array of services to meet your family's unique needs, ensuring that every aspect of the service reflects the cherished memories and values of your loved one.

The Peoples Bank Co is a trusted financial institution located at 405 West North Street in Coldwater, Ohio, United States. Offering a range of banking services, including ATM access, this institution is dedicated to providing convenient and reliable financial solutions to the community. With a commitment to customer service and financial expertise, The Peoples Bank Co is a go-to destination for all your banking needs.

Welcome to The Peoples Bank Co, your trusted financial partner located in the heart of Coldwater, Ohio. Conveniently situated at 112 West Main Street, we are committed to serving our community with a comprehensive range of banking and financial services. As a full-service bank, we offer everything from personal and business banking solutions to state-of-the-art ATMs for your everyday needs. Our dedicated team of financial experts is here to provide personalized guidance, ensuring you have the support you need to achieve your financial goals. Whether you're looking to open a new account, apply for a loan, or simply need financial advice, The Peoples Bank Co is here to help. Visit us today and experience the difference of a community-focused bank that puts people first.

Preferred Risk Solutions is an insurance agency located at 809 West Main Street in Coldwater, Ohio, United States. Specializing in providing comprehensive insurance solutions for individuals and businesses, our team of experienced agents is dedicated to finding the best coverage options to meet our clients' needs. Whether you are looking for auto, home, life, or business insurance, Preferred Risk Solutions is committed to helping you protect what matters most. Contact us today to learn more about our personalized insurance services.

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.

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.

Welcome to Edward Jones Investments, located at 106 South 2nd Street, Coldwater, Ohio. We are dedicated to providing personalized financial services that align with what truly matters to you. Our experienced financial advisors are committed to understanding your unique goals and aspirations, ensuring that your financial strategies support a life you love. At Edward Jones, we believe that the right process can make all the difference. That's why we match you with financial advisors based on your specific needs, ensuring tailored advice and strategies. Our services are exclusively available to U.S. residents, and our advisors are registered to conduct business only in the states where they meet regulatory requirements. Please be aware that not all investments and services mentioned are available in every state.