TOP 30 Financial planning in Saint Marys, Ohio

31 results found

Mary K's Tax Services is a reputable accounting and finance institution located at 46577 Nashville Rd W in Saint Clairsville, Ohio. With years of experience and a dedicated team of professionals, we specialize in providing top-notch tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of tax laws and regulations, ensuring they maximize their deductions and minimize their liabilities. Whether you need assistance with tax preparation, planning, or consulting, Mary K's Tax Services is here to help. Contact us today to schedule an appointment and experience the difference our expertise can make for your financial well-being.

Malhotra & Assoc. Insurance in St. Marys, Ohio, located at 216 West Spring Street, is more than just your typical insurance agency. We understand that your life, goals, assets, and dreams are unique and cannot be captured in a simple online form. That's why our team provides personalized service and always looks out for your best interests. Whether you are buying a home, starting a family, or planning for retirement, our professional and trusted consultants are here to help you make informed decisions about your insurance needs. We know that life can change quickly, and we want to make sure you have cost-effective, quality insurance in place for peace of mind.

Dennis Lauth - Prudential Financial is a reputable finance and insurance agency located at 109 South Main Street in Saint Marys, Ohio, United States. With a focus on providing personalized financial planning and insurance solutions, Dennis Lauth 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, Dennis Lauth - Prudential Financial is committed to providing top-notch service and expertise to meet your needs.

Bradley Hoge - Prudential Financial is a reputable finance and insurance agency located at 105 North Chestnut Street in Saint Marys, Ohio, United States. With a strong focus on providing quality financial services and comprehensive insurance solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Bradley Hoge - Prudential Financial is committed to providing personalized and professional service to meet your needs. Visit us today to learn more about how we can help secure your financial future.

Donald Glaser - Prudential Financial is a reputable finance and insurance agency located at 105 North Chestnut Street in Saint Marys, Ohio, United States. With a strong commitment to providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team of experienced professionals at Donald Glaser - Prudential Financial is known for their expertise and personalized approach, ensuring that each client receives tailored advice and solutions to meet their unique needs. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Donald Glaser - Prudential Financial is the trusted partner you can rely on for all your financial needs.

Alex Odenweller, a financial advisor at Ameriprise Financial Services, LLC, located at 201 West Spring Street in Saint Marys, Ohio, is dedicated to helping clients achieve their financial goals. The institution offers a free initial consultation to discuss financial planning concepts and priorities. While Ameriprise Financial cannot guarantee future financial results, they are committed to providing personalized recommendations and strategies tailored to each client's needs. As a member of FINRA and SIPC, clients can trust in the expertise and integrity of Alex Odenweller and the team at Ameriprise Financial Services. Reach out today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Trisha M Barnes, CRPC™ is a leading finance institution located at 201 West High Street in Saint Marys, Ohio, United States. Trisha M Barnes, a Certified Retirement Planning Counselor, offers expert financial advice and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Trisha M Barnes is dedicated to providing top-notch service and guidance. Visit Edward Jones today to start your journey towards financial success.

Keith 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.

Edward Jones - Financial Advisor: Travis M Elsass, AAMS™ is a trusted finance institution located at 420 Fortman Drive in Saint Marys, Ohio, United States. With a focus on providing personalized financial advice and services, Travis M Elsass, AAMS™ helps clients navigate their financial goals and make informed decisions for their future. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Travis M Elsass, AAMS™ is dedicated to helping you achieve your financial aspirations. With a commitment to excellence and a passion for helping clients succeed, Edward Jones - Financial Advisor: Travis M Elsass, AAMS™ is a reliable partner for all your financial needs.

Edward Jones - Financial Advisor: Sarah J Karas, CRPC™ is a reputable financial institution located at 136 West Spring Street in Saint Marys, Ohio, United States. Sarah J Karas is a Certified Retirement Planning Counselor (CRPC™) who offers personalized financial advice and services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and wealth management, Sarah J Karas is dedicated to providing expert guidance and support to help clients secure their financial future. Visit Edward Jones - Financial Advisor: Sarah J Karas, CRPC™ today to start planning for a more secure tomorrow.

First Financial Bank & ATM, located at 130 East Spring Street in Saint Marys, Ohio, is a full-service financial institution offering a range of banking and finance services. Our team of Wealth Advisors can assist you with assessing your financial situation and making informed decisions. Whether you're looking to grow your savings with our competitive APY rates or utilize the equity in your home for projects, we have options for you. We offer a variety of accounts, including Choice Checking, with expanded ATM access and lower loan rates. Our commitment to community development and support for low- and moderate-income clients sets us apart. With helpful articles and personalized service, we strive to help you build and maintain a successful financial future. Enroll in online banking for convenient access to your accounts and tools to manage your finances. Join us at First Financial Bank for expert guidance and support in achieving your financial goals.

Eikenberry Retirement Planning, located at 1441 Saint Marys Avenue in Sidney, Ohio, is a finance institution dedicated to helping individuals enjoy their retirement with greater financial confidence and independence. Certified Financial Planner™ Nick and Luke offer consultations to help clients determine if they can retire early and maximize their social security benefits. They also provide guidance on creating an estate plan, developing a spending plan, and implementing strategic tax planning for retirement. With a focus on protecting data and privacy, Eikenberry Retirement Planning is committed to helping clients achieve their investment goals and secure their financial future. Contact them today to start planning for a worry-free retirement.

Welcome to Cisco Funeral Home of St. Marys, a trusted and compassionate provider of funeral and cemetery services in Saint Marys, Ohio. Located at 1175 East Greenville Road, our family-owned establishment has been serving the community with dignity and respect for many years. We understand that planning a funeral or memorial service can be a challenging time, and our dedicated staff is here to support you every step of the way. At Cisco Funeral Home of St. Marys, we offer a wide range of services tailored to honor the lives of your loved ones. Our offerings include traditional funerals, cremation services, memorial services, and pre-planning arrangements. With our beautifully maintained facilities and serene cemetery grounds, we provide a peaceful environment for families to gather, reflect, and celebrate the lives of those they cherish.

Welcome to 3Rivers Saint Marys, your trusted partner in finance located at 420 Greenville Road, Saint Marys, Ohio. As a local ATM and financial service provider, we believe banking should be about more than just numbers—it should be about you and your dreams. Whether you're pursuing a degree, planning an adventure, starting a business, or buying your first car, we're here to support you every step of the way. Switch to 3Rivers today and enjoy exclusive benefits! Open a qualifying checking account and receive up to $300. Earn $150 when you make five transactions totaling $50 with your new 3Rivers debit card, and another $150 after a financial wellness conversation with us.Restrictions apply.

H&R Block is a trusted accounting and finance institution located at 1669 Celina Road in Saint Marys, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals.

Mackenbach-Leugers Insurance is a trusted independent insurance agency located at 315 West Spring Street in Saint Marys, Ohio, United States. Our dedicated team of professionals offers complete insurance programs for individuals and businesses, as well as a wide range of financial services. As a part of the community, we understand the unique needs of our clients and strive to provide exceptional customer service. Whether you need home and auto insurance, Medicare supplements, or financial planning, we are here to help you in one convenient location.

Kelsey Burke - Prudential Financial is a reputable finance and insurance agency located at 109 South Main Street in Saint Marys, Ohio, United States. With a commitment to providing top-notch financial planning and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Kelsey Burke - Prudential Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial well-being.

McBride's Tax Service-Kevin Glass is a reputable accounting and finance institution located at 100 West Spring Street in Saint Marys, Ohio, United States. With a team of experienced professionals led by Kevin Glass, they provide top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, McBride's Tax Service-Kevin Glass is dedicated to helping you navigate the complex world of taxes with ease and efficiency. Trust them to handle all your financial needs with precision and expertise.

Moeller and Company CPA Ltd is a reputable accounting and finance institution located at 2360 Celina Road in Saint Marys, Ohio, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services to help individuals and businesses with their financial needs. Whether you need assistance with tax preparation, audits, or financial planning, Moeller and Company CPA Ltd is dedicated to providing top-notch service and expertise to their clients.

Glass Dieringer Investment Management is a reputable institution located at 100 West Spring Street in Saint Marys, Ohio, United States. Specializing in accounting and finance, they offer expert investment management services to help clients achieve their financial goals. With a team of experienced professionals, Glass Dieringer Investment Management is dedicated to providing personalized solutions and exceptional customer service. Contact them today to start making informed financial decisions for a secure future.

Kurt Meier CPA is a well-established accounting and finance institution located at 203 South Main Street in Saint Marys, Ohio, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and audit assistance. Our commitment to providing personalized and reliable financial solutions has made us a trusted partner for individuals and businesses alike. Contact us today to learn more about how we can help you achieve your financial goals.

Steven P. Mielke Attorney is a reputable law firm located at 425 East Spring Street in Saint Marys, Ohio. As a trusted lawyer, Steven P. Mielke provides professional legal services with integrity and respect. Just like choosing a family doctor or financial advisor, selecting an attorney is a crucial decision. Steven P. Mielke is known for his honesty, trustworthiness, and friendly demeanor, making him a top choice for clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, Steven P. Mielke Attorney is here to help. Trust in Mielke Law Office for all your legal needs.

Shultz Huber & Associates, Inc. is a reputable accounting and finance institution located at 1790 Celina Road in Saint Marys, Ohio, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking expert financial guidance.

Dr. Ardeshir Z. Hashmi, MD, FACP, is a distinguished medical professional serving as the Endowed Chair of Geriatric Innovation and Section Chief of the Center for Geriatric Medicine at Cleveland Clinic. He is also an Assistant Professor of Medicine at the Case Western Reserve University and the Cleveland Clinic Lerner College of Medicine. Dr. Hashmi is renowned for his commitment to geriatric medicine and his leadership in healthcare innovation. Educational Background:

Welcome to Jeff Topp Excavating LLC, your trusted local general contractor located on South Park Drive in Saint Marys, Ohio. With a commitment to excellence and a reputation built on quality workmanship, we specialize in providing top-notch excavating services tailored to meet the diverse needs of our community. Whether you are planning a residential project or a large-scale commercial development, our team of experienced professionals is equipped with the skills and machinery to handle jobs of all sizes efficiently and safely. At Jeff Topp Excavating LLC, we pride ourselves on our attention to detail and dedication to customer satisfaction. Our comprehensive range of services includes site preparation, land clearing, grading, trenching, and more, all designed to lay a solid foundation for your project’s success. We understand the importance of timelines and budgets, and work diligently to ensure your project is completed on schedule and within your financial parameters.

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.

Welcome to Miller Funeral Home, a compassionate and professional funeral service provider located at 1605 Celina Road, Saint Marys, Ohio. With a deep commitment to honoring the lives of loved ones, we offer a range of personalized services designed to meet the unique needs of each family we serve. At Miller Funeral Home, we understand the importance of creating meaningful and respectful tributes. Our experienced and caring staff are dedicated to guiding you through every step of the planning process, ensuring that each service reflects the individual’s life and legacy. Whether you are planning a traditional funeral, a memorial service, or a celebration of life, we provide comprehensive support and attention to detail.