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TOP 30 Financial planning expert in Maumee, OH
35 results found
A convenient service for searching for businesses, places and services
Beebe Financial Services
Beebe Financial Services is a finance institution located at 1683 Woodlands Drive, Maumee, Ohio, United States. Specializing in comprehensive financial planning, the team at EBF Financial Group works with professional advisors to ensure that clients achieve their financial goals and peace of mind. With a collaborative approach, they coordinate a team of experts including bankers, attorneys, stockbrokers, and accountants to provide the best possible outcomes for their clients. Larry E. Beebe, CLU®, CHFC®, AEP®, Thomas J. Fields, Megan L. Evans, and Alicia Monday are licensed to sell insurance through New York Life and offer securities products and services through NYLIFE Securities LLC. Additionally, they are registered as investment adviser representatives under Eagle Strategies LLC. Evans, Beebe & Fields Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Please consult your own tax, legal, or accounting professional for personalized advice.
Edelman Financial Engines
Edelman Financial Engines is a leading finance institution located at 475 West Dussel Drive in Maumee, Ohio, United States. With a focus on providing expert financial planning and investment management services, Edelman Financial Engines helps individuals and families achieve their financial goals. Their team of experienced advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: John Mulka
Edward Jones - Financial Advisor: John Mulka is a reputable finance institution located at 574 West Dussel Drive in Maumee, Ohio, United States. As a trusted financial advisor, John Mulka provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and a focus on building lasting relationships with clients, Edward Jones - Financial Advisor: John Mulka is dedicated to providing top-notch financial guidance and support. Whether you are planning for retirement, saving for college, or investing for the future, John Mulka and his team are here to help you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Kevin L Roessler
Edward Jones - Financial Advisor: Kevin L Roessler is a leading financial institution located at 105 East Wayne Street, Maumee, Ohio, United States. Specializing in finance, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a dedicated team led by experienced advisor Kevin L Roessler, clients can trust in personalized financial planning tailored to their specific needs. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones is committed to providing top-notch financial solutions and guidance.
Edward Jones - Financial Advisor: Jared M Kalb
Edward Jones - Financial Advisor: Jared M Kalb is a reputable financial institution located at 3355 Briarfield Boulevard in Maumee, Ohio, United States. Specializing in finance, Jared M Kalb offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Jared M Kalb is dedicated to providing top-notch financial solutions to individuals and businesses in the Maumee area.
Howard C Bluhm & Associates
Howard C Bluhm & Associates is a reputable health insurance agency located at 422 West Sophia Street in Maumee, Ohio. With a team of experienced professionals, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for individual health coverage or group insurance plans, Howard C Bluhm & Associates can help you find the right policy to protect your health and financial well-being. Contact them today to discuss your insurance needs and receive expert guidance on selecting the best plan for you.
Bharati Naidu at Comparion Insurance Agency
Bharati Naidu at Comparion Insurance Agency is a trusted insurance agency located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a commitment to providing personalized and comprehensive insurance solutions, Bharati Naidu and her team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, they are dedicated to finding the right coverage options for your unique needs. Contact Bharati Naidu at Comparion Insurance Agency today for professional and reliable insurance services.
Timothy Chandler, Bankers Life Agent
Timothy Chandler, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a Bankers Life Agent, Timothy Chandler offers a wide range of insurance products and services to meet the individual needs of his clients. With a focus on providing personalized and comprehensive insurance solutions, Timothy Chandler strives to help his clients protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, Timothy Chandler, Bankers Life Agent is dedicated to providing top-notch customer service and expert advice. Contact Timothy Chandler today to discuss your insurance needs and start planning for a secure tomorrow.
Eric Lambes, Bankers Life Agent
Eric Lambes, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a representative of Bankers Life, Eric Lambes offers a range of insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and tailored insurance solutions, Eric Lambes is dedicated to helping clients find the coverage that best suits their needs. Whether you are looking for life insurance, annuities, long-term care insurance, or retirement planning, Eric Lambes is committed to providing expert guidance and support every step of the way. Contact Eric Lambes, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.
Farmers Insurance - Melissa Guzman
Farmers Insurance - Melissa Guzman is a local insurance agency located at 99 Conant Street in Maumee, Ohio. With over 40 years of residency in Ohio, Melissa Guzman is proud to serve the Maumee community and surrounding areas. As a former field claims representative with over 2 decades of experience, Melissa understands the insurance process thoroughly and aims to provide personalized solutions to her clients' insurance needs. Whether you need home insurance, auto insurance, motorcycle insurance, recreational coverage, or even assistance with mortgage loans, Melissa and her team at The Guzman Insurance Agency are here to help. They offer comprehensive coverage options and discounts to help you save money. From car insurance to renters insurance, life insurance, business insurance, condo insurance, and recreational insurance, they have you covered. Additionally, Melissa can help you build a solid financial plan for a secure future. Contact Farmers Insurance - Melissa Guzman for all your insurance needs and financial planning 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.
Erin Hens, Bankers Life Agent
Erin Hens, Bankers Life Agent is a reputable insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Erin Hens and her team are dedicated to helping clients protect their financial futures. With a focus on Bankers Life products, they offer a range of insurance options including life, health, and retirement plans. Trust Erin Hens, Bankers Life Agent to provide expert guidance and support in navigating the complex world of insurance.
Samantha Sattler, Bankers Life Agent
Samantha Sattler, Bankers Life Agent is a trusted insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing comprehensive insurance coverage, Samantha Sattler is committed to helping clients protect their financial future. With a focus on personalized service and expert advice, this agency offers a wide range of insurance products to meet the unique needs of each individual or family. Whether you are looking for life insurance, retirement planning, long-term care coverage, or Medicare supplements, Samantha Sattler, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the right policy for your specific circumstances. Contact us today to schedule a consultation and start safeguarding your financial well-being.
TFO Wealth Partners
TFO Wealth Partners is a leading finance institution located at 1440 Arrowhead Drive in Maumee, Ohio, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for education, or building your investment portfolio, TFO Wealth Partners is here to provide expert guidance and support every step of the way. Contact us today to start planning for a more secure financial future.
Russ Karban
Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.
Josh Holzemer
Josh Holzemer is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in employee benefit solutions for mid to large-size employers across Ohio and the midwest, Josh and his team at Savage and Associates offer a comprehensive approach to designing and servicing employee benefit plans. With a background as a Wholesaler with Transamerica, Josh brings a wealth of experience to the table. A graduate of Ohio University with a degree in Finance and Entrepreneurship, Josh is also a dedicated volunteer for the Sylvania Mavericks youth travel baseball organization. Securities and investment advisory services are offered through Osaic Wealth, Inc., ensuring clients receive expert financial guidance. Serving clients in numerous states, Josh Holzemer provides top-notch financial services with a personal touch.
Brady Fineske
Brady Fineske is a reputable finance institution located at 1440 Arrowhead Drive in Maumee, Ohio, United States. With a strong focus on providing expert financial services to individuals and businesses, Brady Fineske prides itself on delivering personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Brady Fineske is committed to providing top-notch service and guidance every step of the way.
Bluhm and Associates, Inc.
Bluhm and Associates, Inc. is a reputable finance institution located at 422 West Sophia Street in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, Bluhm and Associates, Inc. has built a solid reputation for excellence in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment guidance, retirement planning, or estate management, Bluhm and Associates, Inc. is committed to providing you with the highest level of service and expertise. Visit their office today to learn more about how they can help you secure your financial future.
WealthWave Toledo
WealthWave Toledo is a premier financial institution located at 3410 Briarfield Boulevard in Maumee, Ohio, United States. Specializing in finance, WealthWave Toledo offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, WealthWave Toledo provides expert financial advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, WealthWave Toledo is dedicated to helping you secure a prosperous financial future.
Zach Lucas
Zach Lucas is a reputable finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With a focus on providing expert financial services and advice, Zach Lucas is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, the experienced team at Zach Lucas is here to help. Trust in Zach Lucas for all your financial needs.
Generations Investments
Generations Investments is a prestigious finance institution located at 301 River Road in Maumee, Ohio, United States. With a strong reputation for providing expert financial advice and investment services, Generations Investments is dedicated to helping clients build and preserve wealth for future generations. Their team of experienced professionals offers personalized financial planning and investment strategies tailored to each client's unique goals and objectives. Whether you are looking to grow your portfolio, save for retirement, or plan for your children's education, Generations Investments is committed to helping you achieve financial success. Visit their office today to learn more about their comprehensive range of services and start planning for a secure financial future.
Tamy Pfaff
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.
David Patton - Raymond James
David Patton - Raymond James is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing top-notch financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust David Patton - Raymond James for expert financial guidance and personalized solutions tailored to your unique needs.
Gloria Sheline, CFP
Gloria Sheline, CFP is a reputable financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in comprehensive financial planning services, Gloria Sheline, CFP is led by a team of certified financial professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, this institution provides tailored financial solutions to individuals and businesses alike. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Gloria Sheline, CFP is committed to providing top-notch financial services to meet your needs.
Kelly Savage
Kelly Savage is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 1993, Kelly Savage has been dedicated to helping individuals achieve their dreams and goals through sound financial planning. As a life and qualifying member of the Million Dollar Round Table and an accredited Investment Fiduciary, Kelly is committed to providing expert advice and tools to protect her clients and their families. She believes in giving back to the community and has served on various boards, including The American Cancer Society and the University of Toledo’s Athletic Committee. Kelly is a graduate of Notre Dame Academy and The University of Toledo, where she was a standout basketball player. She is passionate about helping others and enjoys golfing, watching sports, and supporting the less fortunate with her husband, Kim. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that when you visit external websites linked from this page, you are leaving the Kelly Savage website.
Chase Canning - Thrivent
Chase Canning - Thrivent is a finance institution located at 6546 Weatherfield Court in Maumee, Ohio, United States. Our team of financial experts is dedicated to helping individuals and businesses achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Chase Canning - Thrivent is committed to helping our clients secure their financial futures.
Kathleen S. Kawczynski
Kathleen S. Kawczynski is a reputable finance institution located at 1760 Manley Road in Maumee, Ohio, United States. With a strong commitment to providing top-notch financial services, Kathleen S. Kawczynski offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kathleen S. Kawczynski today for expert financial advice and personalized service.
Arthur Law Firm Co., LPA
Arthur Law Firm Co., LPA is a trusted institution located at 901 Ralston Avenue in Defiance, Ohio. Specializing in legal services, particularly in the field of personal injury law, the firm serves clients in the Greater Toledo and Northwest Ohio regions. With four convenient locations in Toledo, Defiance, Maumee, and Napoleon, Arthur Law Firm is dedicated to providing personalized service and achieving proven results for their clients. If you have been involved in a car accident or any other type of personal injury incident, the experienced team of car accident lawyers at Arthur Law Firm is here to advocate for you. They understand the physical and financial toll that accidents can take, and will work tirelessly to ensure that you receive the compensation you deserve. Whether you are dealing with medical bills, insurance companies, or legal proceedings, the attorneys at Arthur Law Firm will guide you through the process and keep you informed every step of the way.
H&R Block
H&R Block is a renowned accounting and finance institution located at 253 Golden Gate Plaza in Maumee, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Whether you are looking for assistance with filing your taxes or need help managing your finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
Clark Schaefer Hackett
Clark Schaefer Hackett is a reputable accounting and finance institution located at 1656 Henthorne Drive in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, they are known for their expertise in tax planning, audit and assurance, and business consulting. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation or financial planning, Clark Schaefer Hackett is committed to providing excellent service and personalized solutions to meet your needs.
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