TOP 30 Financial planning company in Lima, Ohio

31 results found

Western & Southern Life Insurance Company is an insurance agency located at 1265 Shawnee Road in Lima, Ohio, United States. With a strong presence in the insurance industry, this institution offers a range of life insurance products and services to meet the diverse needs of its customers. With a commitment to providing financial security and peace of mind, Western & Southern Life Insurance Company is a trusted partner for individuals and families looking to protect their loved ones and plan for the future.

Gerber Insurance & Financial Services, located at 1087 Fairwood Avenue in Marion, Ohio, is a family-owned health and insurance agency that has been serving clients in South Central and Northwestern Ohio since 1943. With three generations of experience, we strive to make every client feel like a member of our family, taking the time to understand their needs and provide the right coverage to protect what matters most to them. Our dedicated agents are committed to being there for you when you need us most, offering trusted advice and insurance solutions to individuals, families, and businesses of all sizes. With offices in Chillicothe, Lima, Waverly, and Marion, we proudly serve communities throughout Ohio, including Circleville, Washington Courthouse, Greenfield, and Canal Winchester. Our satisfied clients appreciate our worry-free insurance experience, excellent customer service, and consultant-style interactions. Whether you need coverage for your home, vehicles, or business, Gerber Insurance & Financial Services is here to help you find the right solutions to meet your needs. Contact us today and see why you should switch to Gerber Insurance & Financial Services for all your insurance needs.

Gerber Insurance & Financial Services, located at 1727 Allentown Road in Lima, Ohio, is a family-owned finance and insurance agency that has been serving clients in South Central and Northwestern Ohio since 1943. With three generations of experience, our dedicated agents strive to make every client feel like a member of our family. We take the time to understand your needs and provide personalized insurance solutions to protect what matters most to you. From auto and home insurance to coverage for businesses of all sizes, our team is committed to providing trusted advice and quality service. With offices in Chillicothe, Lima, Waverly, and Marion, we proudly serve communities throughout Ohio. Our satisfied clients praise our worry-free insurance experience, excellent customer service, and commitment to making our community a better place. Whether you need bodily injury liability, property damage coverage, or rental insurance, we offer a range of options to meet your unique needs. Trust Gerber Insurance & Financial Services to protect your assets and provide peace of mind for you and your family. Contact us today to see how we can help you protect what matters most.

John Hancock Financial Network is a reputable insurance agency located at 3713 Shalloway Drive in Lima, Ohio, United States. With a dedication to providing top-quality financial services, John Hancock Financial Network offers a wide range of insurance products to meet the needs of individuals and families. Their team of experienced agents is committed to helping clients find the perfect insurance solutions to protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or investment options, John Hancock Financial Network is here to help you every step of the way. Visit their office today to learn more about their services and how they can assist you in achieving your financial goals.

Mark Spears - Prudential Financial is a reputable finance and insurance agency located at 3435 West Elm Street in Lima, Ohio, United States. With a focus on providing high-quality financial services and insurance products, Mark Spears and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Mark Spears - Prudential Financial is committed to providing personalized solutions to meet your needs. Visit their office today to learn more about their services and how they can help you secure your financial future.

Jacob Elrod - Prudential Financial is a reputable finance and insurance agency located at 2100 Harding Highway in Lima, Ohio, United States. With a strong focus on providing personalized financial solutions and top-notch insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Jacob Elrod - Prudential Financial is committed to delivering exceptional service and expertise to meet your needs. Contact us today to schedule a consultation and start securing your financial future.

Dennis Patthoff - Prudential Financial is a reputable finance and insurance agency located at 2100 Harding Highway in Lima, Ohio, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance options, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The experienced professionals at Dennis Patthoff - Prudential Financial are committed to delivering top-notch services and tailored recommendations to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, this institution strives to provide expert guidance and support every step of the way.

Dicke Financial Company is a reputable finance institution located at 3680 South Dixie Highway in Lima, Ohio, United States. Our team of financial experts is dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With years of experience in the industry, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you manage your finances effectively.

Lentol, Violet, Kienitz & Company, LLP is a reputable accounting and finance firm located at 2981 Blue Jacket Court in Lima, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Lentol, Violet, Kienitz & Company, LLP is dedicated to helping you achieve your financial goals.

E.S. Evans and Company is a reputable accounting and finance institution located at 205 West Elm Street in Lima, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Known for their attention to detail and commitment to client satisfaction, E.S. Evans and Company is a trusted partner for individuals and businesses looking to manage their finances effectively. Visit them today to see how they can help you achieve your financial goals.

Barnes Holding Company, Ltd is a reputable institution located at 111 Barnsbury Drive in Lima, Ohio, United States. As a leading holding company, we specialize in managing a diverse portfolio of investments and assets. Our team of experienced professionals is dedicated to providing top-notch financial services and strategic guidance to help our clients achieve their goals. With a strong track record of success and a commitment to excellence, Barnes Holding Company, Ltd is a trusted partner for individuals and businesses looking to grow and protect their wealth. Visit us today to learn more about how we can help you secure a prosperous financial future.

Integrity Insurance Inc. is a reputable insurance agency located at 11796 South Avenue in North Lima, Ohio, United States. With a focus on providing reliable and trustworthy insurance solutions, Integrity Insurance Inc. strives to protect their clients' assets and provide peace of mind. Their team of experienced professionals is dedicated to offering personalized service and finding the best insurance options to meet individual needs. Whether you are looking for auto, home, life, or business insurance, Integrity Insurance Inc. is committed to upholding their name by always acting with honesty and integrity in all aspects of their business.

Bryan Weimerskirch - State Farm Insurance Agent is a reputable insurance agency located at 201 North Main Street in Delphos, Ohio, United States. As the spring season ushers in new beginnings, their team is dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, they are here to guide you through this season of growth and renewal. Serving Delphos, Lima, Van Wert, and surrounding communities, Bryan Weimerskirch State Farm offers a wide range of insurance options including auto, home, renter's, pet, small business, commercial auto, and life insurance. Led by Bryan Weimerskirch, a dedicated member of the Delphos community for nearly 30 years, the agency is committed to providing personalized service and top-quality products to their customers. Rhonda and Maria, experienced team members, are passionate about helping customers find the right coverage for their needs and building lasting relationships. Stevie and Sam, recent additions to the team, bring valuable experience in customer service and are eager to educate families about insurance options. Whether you need assistance with auto insurance, health insurance, or financial planning, Bryan Weimerskirch State Farm is here to help you navigate your insurance needs and protect your future dreams. Contact them today to create a Personal Price Plan tailored just for you!

Tyler Sutton - State Farm Insurance Agent is a trusted insurance agency located at 3117 West Elm Street in Lima, Ohio. With a commitment to providing personalized service and comprehensive coverage options, Tyler Sutton and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, they have the knowledge and expertise to assist you in finding the right policy for your specific needs. Stop by their office or give them a call to discuss your insurance needs and let Tyler Sutton - State Farm Insurance Agent provide you with peace of mind.

Beery Insurance Services LLC is a trusted health insurance agency located at 1240 West Market Street in Lima, Ohio, United States. We specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Our experienced team is dedicated to helping individuals and families find the right coverage at the best possible rates. Whether you are looking for health insurance for yourself or your business, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can assist you in protecting your health and financial well-being.

Aflac is a well-known insurance agency located at 1218 Wonderlick Road in Lima, Ohio, United States. Specializing in supplemental insurance policies, Aflac offers a range of coverage options to help individuals and families protect themselves financially in the event of illness or injury. With a reputation for excellent customer service and quick claims processing, Aflac is a trusted name in the insurance industry. Visit their office in Lima to learn more about their insurance products and how they can help you secure your financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 610 South Cable Road in Lima, Ohio, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to individual needs. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment opportunities, Northwestern Mutual is committed to providing top-notch service and expertise.

Northwestern Mutual is a reputable finance and insurance agency located at 1662 West Breese Road in Lima, Ohio, United States. With a strong focus on providing personalized financial planning and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their future. The institution boasts a team of knowledgeable and experienced financial advisors who are dedicated to providing top-notch service and guidance to clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is a trusted institution that can help you navigate the complexities of the financial world.

Farmers Insurance - Brett Baumgardner is an insurance agency located at 608 East Kiracofe Avenue in Elida, Ohio, United States. Brett Baumgardner, a lifelong resident of Ohio, is proud to serve the greater Lima area as a local Farmers® agent. The Baumgardner Insurance Agency prides itself on providing excellent customer service and ensuring that each client is well-informed about their specific coverage options. With 10 years of experience in the insurance industry, Brett can assist with auto, home, life, business, specialty insurance, and more. The office is conveniently located on Elida Road/State Route 309, just two miles west of the Lima Mall. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Brett can help you navigate the complexities of insurance. Farmers® has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts for home insurance. Brett can also help you review your life insurance policy, get renters insurance, or customize a business insurance package. For outdoor enthusiasts, Farmers® offers flexible coverage options for motorcycles, boats, ATVs, and more. Additionally, Brett can assist with personal umbrella insurance policies for added protection. For those looking to build a solid financial plan, Brett, as a Farmers Insurance and Financial Services agent, can provide professional guidance. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Brett Baumgardner today for all your insurance needs!

Farmers Insurance - Marc Wright is a local insurance agency located at 1572 Allentown Road in Lima, Ohio. As your Farmers® agent, Marc Wright has over 20 years of experience in the insurance industry and is dedicated to providing personalized service to his clients. Whether you need auto, home, life, business, or other types of insurance, Marc can help you find the right coverage for your needs and budget. Additionally, he offers financial services such as mutual funds, variable universal life insurance, annuities, IRAs, and more through Farmers Financial Solutions, LLC. With a focus on education and building relationships with policyholders, Marc will work with you to create a customized insurance plan that meets your specific needs. Contact Farmers Insurance - Marc Wright today for a consultation and start protecting what matters most to you.

Corey Frazer - State Farm Insurance Agent is a reputable insurance agency located at 1000 West Market Street in Lima, Ohio, United States. As a second-generation State Farm agent, Corey Frazer has been serving families in Ohio since 2005, offering a range of insurance services including Auto, Life, Business, Home, Renters, and IPS Insurance. The dedicated team at Corey Frazer State Farm is committed to providing personalized insurance solutions tailored to the unique needs of each client. With a focus on protecting what matters most to you, they offer fast and accurate insurance quotes for Auto, Home, Renters, and Life insurance. Corey Frazer has received several awards for his outstanding service, demonstrating his expertise in insurance and financial planning.

Ken Paige - State Farm Insurance Agent is an insurance agency located at 1125 Shawnee Road in Lima, Ohio, United States. Conveniently situated just north of the intersection of St Rt 117/Spencerville Rd and Shawnee Rd, our agency is dedicated to providing excellent insurance services to our customers. We understand the dangers of distractions such as texting while driving and the increasing use of mobile web services on the road. Our team is here to help you navigate through the complexities of insurance, whether it be for your home, auto, or life.

Farmers Insurance - Alan Davis is a reputable insurance agency located at 2550 West Breese Road, Lima, Ohio, United States. As a local Farmers® agent in Minster, OH, Alan Davis helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® has been providing insurance products to protect homes, cars, businesses, and more. Whether you need auto, home, renters, business, life, or recreational insurance, Alan Davis can help you customize a plan to reduce your risk and protect your investments. By bundling policies, you can save money and have peace of mind knowing that your assets are secure. Contact Alan Davis today for a personalized insurance quote and start building a solid financial plan for the future.

Farmers Insurance - Chadrick Williams is an insurance agency located at 2895 Harding Highway in Lima, Ohio, United States. As a lifelong resident of Lima, Chadrick Williams takes pride in serving the community and surrounding areas as a local Farmers® agent with over 9 years of industry experience. The agency focuses on addressing clients' insurance needs by taking a personable approach in listening and understanding their customers. They guide clients through the insurance process to ensure they are properly educated on their coverage options. Whether you are looking for home insurance, auto insurance, commercial insurance, life insurance, medical insurance, or recreational coverage, Farmers Insurance - Chadrick Williams is dedicated to ensuring that you are well taken care of. The agency is conveniently located near the Allen County Fairground and welcomes clients from Hardin County, Auglaize County, Logan County, and beyond. They are accredited with the BBB of Lima Toledo and offer comprehensive coverage options for all your insurance needs. Contact Farmers Insurance - Chadrick Williams for personalized and easy insurance solutions to protect what matters most to you.

Northwestern Mutual is a reputable finance and insurance agency located at 2500 Shawnee Road in Lima, Ohio, United States. With a strong commitment to helping individuals and businesses achieve financial security, Northwestern Mutual offers a wide range of insurance and investment products to meet the diverse needs of its clients. The institution is known for its personalized approach to financial planning and its dedication to providing top-notch customer service. Whether you are looking for life insurance, retirement planning, or investment opportunities, Northwestern Mutual is a trusted partner in helping you secure your financial future.

Deifendeifer Accounting is a specialized firm located at 850 Bellefontaine Avenue in Lima, Ohio, United States. As small business specialists, we offer a wide range of accounting and finance services tailored to meet the unique needs of small businesses. Our team of experts is dedicated to providing personalized and professional assistance to help our clients achieve financial success. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, Deifendeifer Accounting is here to support you every step of the way. Trust us to be your trusted partner in navigating the complexities of accounting and finance for your small business.

Daily Advisors is a leading institution located in Lima, Ohio, United States. Our team of expert advisors provides daily guidance and support to help individuals navigate through life's challenges and make informed decisions. Whether you need financial advice, career guidance, or personal development strategies, our experienced advisors are here to help you reach your goals. With a focus on empowering our clients to achieve success, Daily Advisors is dedicated to providing top-notch services tailored to your unique needs. Contact us today to start your journey towards a brighter future.

Yoakum Tax Service is a reputable accounting and finance institution located at 700 Lima Street in Kenton, Ohio, United States. With a team of experienced professionals, Yoakum Tax Service offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses looking to manage their finances effectively. Contact Yoakum Tax Service today to schedule a consultation and take control of your financial future.

Badnell & Dick Co., LPA is a reputable finance and law firm located at 1519 Allentown Road in Lima, Ohio, United States. With a team of experienced lawyers specializing in various legal matters, including finance, this institution provides top-notch legal services to its clients. Whether you need assistance with financial planning, estate planning, or business law, Badnell & Dick Co., LPA is dedicated to providing expert guidance and representation. Contact them today for professional legal advice and support.

Clemans, Nelson & Associates is a reputable institution located at 1541 Allentown Road in Lima, Ohio, United States. We are dedicated to providing top-notch financial and investment services to our clients. Our team of experienced professionals offers personalized guidance and strategies to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth preservation, Clemans, Nelson & Associates is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.