TOP 30 Financial planning for divorce in Ohio
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Mark Handel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Handel - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable institution located at 8170 South Avenue, Youngstown, Ohio, United States. Mark Handel holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This institution offers expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and individuals with special financial needs. Mark Handel is dedicated to providing comprehensive and personalized financial planning solutions to help clients achieve their financial goals.
8170 South Ave # 2, Youngstown, OH 44512, United States -
Douglas Shodd - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Shodd is a Financial Advisor at Ameriprise Financial Services, LLC located at 141 North Main Street, Hubbard, Ohio, United States. He holds various certifications such as 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Contact Douglas Shodd for comprehensive financial advice and planning tailored to your needs.
141 N Main St, Hubbard, OH 44425, United States -
Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle holds various 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®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLori Allegretto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. She 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®. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment management, financial planning, and more. Lori Allegretto is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States -
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAustin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various 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®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.
3378 State Rte 5, Cortland, OH 44410, United States -
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3378 State Route 5, Cortland, Ohio, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various financial planning areas. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are equipped to provide expert advice to clients. The institution is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their futures.
3378 State Rte 5, Cortland, OH 44410, United States -
David Rider - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Rider is a Financial Advisor at Ameriprise Financial Services, LLC located at 3010 State Route 5 in Cortland, Ohio, United States. David holds various 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®. These certifications demonstrate David's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. David is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Cynthia Shively - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCynthia Shively, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3010 State Route 5 in Cortland, Ohio, offers a wide range of financial services to meet the needs of individuals and businesses. Cynthia holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Cynthia is a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing specialized financial advice in those areas. With a commitment to professionalism and ethics, Cynthia is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Cynthia Shively at Ameriprise Financial Services for expert financial guidance and support.
3010 State Rte 5 a, Cortland, OH 44410, United States -
Vivian C Cosio, Financial Professional - New York Life
● OpenVivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.
11855 Tennyson Dr, Cincinnati, OH 45241, United States -
Mark Burton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Burton is a Financial Advisor at Ameriprise Financial Services, LLC located at 10100 Innovation Drive, Miamisburg, Ohio, United States. Mark holds various 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®, CFP®, 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®. Mark specializes in providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Mark is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Mark Burton for comprehensive and personalized financial planning services.
10100 Innovation Drive Ste 350, Miamisburg, OH 45342, United States -
Jason D. Fisher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason D. Fisher is a Financial Advisor at Ameriprise Financial Services, LLC located at 10050 Innovation Drive in Miamisburg, Ohio, United States. Jason holds various certifications and designations 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®. These certifications demonstrate Jason's expertise in various areas of finance, including asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jason is equipped to provide you with comprehensive financial advice and guidance. Contact Jason D. Fisher at Ameriprise Financial Services, LLC for all your financial planning needs.
10050 Innovation Drive Ste 310, Miamisburg, OH 45342, United States -
Carroll Financial
● ClosedCarroll Financial is a finance institution located at 2142 Alpine Place in Cincinnati, Ohio, United States. Specializing in divorce advisors and financial planning in Cincinnati and Northern Kentucky, Bob Carroll CPA, CFP®, CFDA™ works with clients to provide expert financial guidance. While Carroll Financial does not replace the need for an attorney, Bob collaborates with legal counsel to ensure seamless service for clients. Terry Savage, author and personal financial columnist, emphasizes the importance of couples discussing money together in a podcast featuring Bob Carroll. Recently, The Scout Guide Cincinnati interviewed Bob Carroll to gain his insight during these uncertain times. Visit Carroll Financial for comprehensive financial services and expert advice."
2142 Alpine Pl, Cincinnati, OH 45206, United States -
Intentional Divorce Solutions
● ClosedIntentional Divorce Solutions is a finance institution located at 7017 Pearl Road in Middleburg Heights, Ohio, United States. Our team of experts specializes in providing financial guidance and solutions for individuals going through the divorce process. We are dedicated to helping our clients navigate the complexities of dividing assets and finances in a strategic and intentional manner. With our personalized approach and in-depth knowledge of divorce finance, we strive to empower our clients to make informed decisions and achieve a fair and equitable resolution.
7017 Pearl Rd # 12, Middleburg Heights, OH 44130, United States -
Keith Fledderjohann - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKeith Fledderjohann is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 West Spring Street, Saint Marys, Ohio, United States. He holds various 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®, CFP®, 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®. Keith Fledderjohann specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to helping clients make informed decisions and achieve their financial goals by applying investment concepts to real-world situations. Keith Fledderjohann is committed to upholding a high standard of ethics and professionalism in his practice.
201 W Spring St, St Marys, OH 45885, United States -
Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJoshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 133 North Court Street in Ottawa, Ohio, United States. Joshua J Lake holds various certifications and designations 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®. These certifications demonstrate Joshua J Lake's expertise in wealth management, financial planning, retirement planning, estate planning, investment management, and more. If you are looking for a knowledgeable and experienced financial advisor in Ottawa, Ohio, Joshua J Lake is a trusted professional to consider for your financial needs.
133 N Ct St #208b, Ottawa, OH 45875, United States -
Zach Steinmetz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenZach Steinmetz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 137 West 3rd Street, Perrysburg, Ohio, United States. The institution offers a variety of certifications and designations for financial advisors, 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®. These certifications cover a range of topics including asset management, estate planning, retirement planning, investment strategies, and more. Zach Steinmetz and his team of advisors are dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
137 W 3rd St, Perrysburg, OH 43551, United States -
Keith Faggionato - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKeith Faggionato is a Financial Advisor at Ameriprise Financial Services, LLC, located at 137 West 3rd Street in Perrysburg, Ohio, United States. Keith holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keith is also a Certified Military Financial Advisor® (CFMA®). Keith's expertise in finance and wealth management, coupled with his extensive certifications, make him a trusted advisor for individuals and businesses looking to secure their financial future.
137 W 3rd St, Perrysburg, OH 43551, United States -
Kristin Lynn Gedert - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristin Lynn Gedert is a Financial Advisor at Ameriprise Financial Services, LLC, located at 836 West South Boundary Street, Perrysburg, Ohio, United States. She holds various 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®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Kristin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously expanding her knowledge to better serve her clients. Contact Kristin Lynn Gedert for expert financial advice and guidance.
836 W South Boundary St Ste 2B, Perrysburg, OH 43551, United States -
Douglas Pyle - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDouglas Pyle - Financial Advisor at Ameriprise Financial Services, LLC, located at 2244 Centennial Road, Toledo, Ohio, United States, offers a wide range of financial services. Douglas Pyle holds various 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Douglas Pyle can provide personalized financial advice to help you achieve your financial goals.
2244 Centennial Rd, Toledo, OH 43617, United States -
Richard Desautels - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard Desautels - Financial Advisor, Ameriprise Financial Services, LLC, located at 5911 Renaissance Place in Toledo, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Richard Desautels holds various 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®. These certifications ensure that Richard Desautels is equipped with the knowledge and expertise to provide comprehensive financial planning and investment advice to clients. Whether you are looking for retirement planning, estate planning, investment management, or advice on specific financial products such as annuities, Richard Desautels has the expertise to guide you through the process. With a commitment to ethical practices and ongoing education, Richard Desautels is dedicated to helping clients achieve their financial goals.
5911 Renaissance Pl Ste A, Toledo, OH 43623, United States -
Kevin Bush - Associate Manager, Ameriprise Financial Services, LLC
● ClosedKevin Bush is an Associate Manager at Ameriprise Financial Services, LLC, located at 2244 Centennial Road in Toledo, Ohio, United States. Kevin holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Kevin is also trained in behavioral finance, philanthropy, annuities, and specialized financial planning for seniors, divorcees, and military personnel. With Kevin's extensive knowledge and commitment to ethical standards, clients can trust in his ability to provide comprehensive financial planning services tailored to their individual needs.
2244 Centennial Rd, Toledo, OH 43617, United States -
Kenneth Close - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKenneth Close, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6011 Renaissance Place in Toledo, Ohio, offers a range of financial services to meet the needs of individuals and businesses. Kenneth Close holds various 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®. These certifications demonstrate Kenneth Close's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Kenneth Close can provide personalized financial advice tailored to your unique needs. Contact Kenneth Close at Ameriprise Financial Services, LLC for expert financial guidance and support.
6011 Renaissance Pl # 2, Toledo, OH 43623, United States -
Brian Becker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Becker is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6060 Renaissance Place in Toledo, Ohio, United States. Brian holds various 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a trusted financial advisor, Brian is dedicated to providing comprehensive and personalized financial guidance to individuals, retirees, small business owners, and high net worth clients. Contact Brian Becker today for all your financial planning needs.
6060 Renaissance Pl Ste H, Toledo, OH 43623, United States -
Patrick R Convery - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPatrick R Convery is a Financial Advisor at Ameriprise Financial Services, LLC located at 6060 Renaissance Place in Toledo, Ohio, United States. He holds several 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®. Patrick specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to providing expert advice and guidance to help clients achieve their financial goals.
6060 Renaissance Pl Ste H, Toledo, OH 43623, United States -
Jason Gedert - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJason Gedert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 99 Ashwood Drive in Tiffin, Ohio, United States. Jason Gedert holds various 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®, CFP®, 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®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Jason Gedert is committed to providing comprehensive and specialized financial advice to help clients achieve their financial goals.
99 Ashwood Dr Ste A, Tiffin, OH 44883, United States -
Sarah Porter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSarah Porter is a Financial Advisor at Ameriprise Financial Services, LLC located at 6 Main Street in Tiffin, Ohio, United States. Sarah holds various 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®, CFP®, 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®. Sarah is dedicated to providing comprehensive financial advice and specializes in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, and high-net-worth clients. She is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills to better serve her clients. Contact Sarah Porter for expert financial guidance and personalized solutions tailored to your specific needs.
6 Main St, Tiffin, OH 44883, United States -
Pamela R Mason - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPamela R Mason - Financial Advisor, Ameriprise Financial Services, LLC, located at 6 Main Street, Tiffin, Ohio, United States, offers a wide range of financial services and expertise. The institution provides various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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®. These certifications cover topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethical standards and ongoing education, Pamela R Mason - Financial Advisor is a trusted resource for all financial planning needs.
6 Main St, Tiffin, OH 44883, United States -
Eric Esposito - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEric Esposito, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 255 Executive Drive in Marion, Ohio, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Eric Esposito has the expertise to assist clients with asset management, retirement planning, estate planning, investment strategies, and more. Additionally, Eric Esposito is a Certified Divorce Financial Analyst, providing specialized financial advice for those going through divorce. With a dedication to professionalism and ethical standards, Eric Esposito is committed to helping clients achieve their financial goals.
255 Executive Dr, Marion, OH 43302, United States -
Pat Cunnane - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPat Cunnane is a financial advisor at Ameriprise Financial Services, LLC located at 113 North Hambden Street in Chardon, Ohio, United States. Pat holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Pat is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, Pat is a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor, showcasing his commitment to helping clients navigate complex financial situations. With a focus on ethical practices and comprehensive financial planning, Pat Cunnane is a trusted advisor for all your financial needs.
113 N Hambden St, Chardon, OH 44024, United States -
Gregory Wagoner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGregory Wagoner is a Financial Advisor at Ameriprise Financial Services, LLC located at 5954 Renaissance Place in Toledo, Ohio, United States. Gregory holds various 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®. These certifications demonstrate Gregory's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Gregory Wagoner has the knowledge and experience to help you achieve your financial goals. Contact him today for personalized financial advice tailored to your specific needs.
5954 Renaissance Pl Ste D, Toledo, OH 43623, United States
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