Financial risk management in Maumee, Ohio
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DLA FInancial LLC - LPL Financial
DLA Financial LLC - LPL Financial is a finance institution located at 480 West Dussel Drive in Maumee, Ohio, United States. Specializing in financial services, they offer a wide range of investment options, retirement planning, and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DLA Financial LLC - LPL Financial provides personalized strategies and guidance to help clients navigate the complex world of finance. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution is dedicated to helping you secure a stable financial future.
Generations Financial Group
Generations Financial Group is a finance institution located at 301 River Road in Maumee, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for individuals and businesses alike. Whether you are looking to plan for retirement, invest for the future, or secure a loan, we are here to help guide you every step of the way. With a focus on building long-lasting relationships with our clients, Generations Financial Group is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.
Mansour Wealth Management
Mansour Wealth Management is a finance institution located at 1745 Indian Wood Circle, Maumee, Ohio, United States. At Mansour Wealth Management, we prioritize your health and personal relationships as your most valuable assets. We understand that financial security can greatly impact your overall wellness and provide opportunities for you and your loved ones. Our team, with nearly 80 years of combined experience, is dedicated to helping you achieve your personal goals and live life to the fullest. We offer a committed approach to service, utilizing a proven process developed over the years. Please note that the content on our website is for general information purposes only and should not be considered as an offering of advisory services or investment recommendations. Mansour Wealth Management is affiliated with McDonald Partners LLC, which offers securities products, insurance products, brokerage services, and investment advisory services. Registration as an investment adviser does not imply a certain level of skill or training. For more information on McDonald Partners and its services, please refer to the firm's Form ADV on file with the SEC. Accuracy of information is not guaranteed, and opinions expressed are subject to change without notice.
Sandra Seiple Financial Services
Sandra Seiple Financial Services is a trusted finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing personalized financial solutions to meet the unique needs of each client, Sandra Seiple Financial Services offers a wide range of services including investment planning, retirement planning, tax planning, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, the experienced team at Sandra Seiple Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
AssetDynamics Wealth Management
AssetDynamics Wealth Management is a premier financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, AssetDynamics Wealth Management is dedicated to helping individuals and families secure their financial future.
Maumee Trail Investments
Maumee Trail Investments is a finance institution located at 28611 Ohio 281 in Defiance, Ohio, United States. They specialize in providing comprehensive investment services to help clients achieve their financial goals. With a team of experienced professionals, Maumee Trail Investments offers personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth or plan for the future, Maumee Trail Investments is dedicated to helping you navigate the complex world of finance with confidence.
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.
Transamerica Financial Advisors
Transamerica Financial Advisors is a leading finance institution located at 3410 Briarfield Boulevard in Maumee, Ohio, United States. We specialize in providing comprehensive financial planning and investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Transamerica Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Paul J Haye, Financial Advisor - Heritage Planners
Paul J. Haye, Financial Advisor - Heritage Planners is a finance institution located at 1684 Woodlands Drive, Maumee, Ohio, United States. Since 1981, we have been dedicated to serving professional advisors and helping families and businesses with a variety of financial and insurance solutions. Our expertise includes estate and retirement planning, business succession, investments, life insurance, and asset protection. We rely on a wealth of strategic resources to develop comprehensive financial plans for our clients. Our team, including Paul J. Haye, CLU®, ChFC®, AEP®, Timothy J. Haye, MBA, and Louis W. Fahrbach, are licensed to sell insurance through New York Life and offer advisory services in multiple states. We are also Registered Representatives of NYLIFE Securities LLC, offering securities products and services. Paul J. Haye has been a member of New York Life's Chairman's Council and the MDRT since 2001, showcasing his commitment to excellence in financial services.
First Financial Group of Ohio
First Financial Group of Ohio is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a commitment to providing top-notch financial services, they offer a wide range of products including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals work closely with clients to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, First Financial Group of Ohio is dedicated to helping you succeed.
Pat Paule
Pat Paule is a finance, health, and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Patrick Paule has been with Savage and Associates since 1997, serving over 1,200 employees from nearly 50 employers as an employee benefit consultant. With expertise in healthcare reform, Patrick works closely with clients to understand their needs and goals, developing comprehensive benefits strategies that add value for both the company and its employees. Services offered by Pat Paule include risk analysis, data analytics, plan review, insurer and vendor relationships, and financial analysis for employers. Value-added services for employees include benefits communication, enrollment tools, financial wellness opportunities, claims support, and physical wellness plans. Patrick holds a Bachelor of Science degree in marketing and management and is licensed in life and health insurance.
McClure Insurance Group
McClure Insurance Group is a reputable insurance agency located at 1302 Conant Street in Maumee, Ohio. With a strong commitment to providing top-notch insurance solutions, our experienced team is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, McClure Insurance Group offers personalized service and tailored coverage options to meet your specific needs. Trust us to provide you with peace of mind and financial security. Visit us today to learn more about our services and how we can assist you with your insurance needs.
Alliant Insurance Services, Inc.
Alliant Insurance Services, Inc. is a reputable insurance agency located at 1440 Arrowhead Drive in Maumee, Ohio, United States. With a commitment to providing top-notch insurance solutions, Alliant Insurance Services, Inc. offers a wide range of coverage options for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the right insurance policies to protect their assets and mitigate risks. Whether you are looking for personal insurance coverage or business insurance solutions, Alliant Insurance Services, Inc. is here to meet your needs with exceptional service and expertise.
Western & Southern Life
Western & Southern Life is an insurance agency located at 1745 Indian Wood Circle, Maumee, Ohio, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many decisions involved in financial planning. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. We are committed to helping you achieve your financial goals and provide information on family finances and money management at every life stage.
Beacon Associates
Beacon Associates is a leading finance, health, and insurance agency located at 1755 Indian Wood Circle in Maumee, Ohio, United States. With a strong focus on providing top-notch services in these key areas, Beacon Associates is committed to helping individuals and businesses achieve their financial and healthcare goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, the team at Beacon Associates is dedicated to providing personalized and comprehensive support to meet your needs. Visit us today to learn more about how we can help you secure a brighter future.
Nationwide Insurance: Matthew R Mcclure
Nationwide Insurance: Matthew R Mcclure is an insurance agency located at 1302 Conant Street in Maumee, Ohio, United States. This institution offers a wide range of insurance services to meet the needs of individuals and businesses in the area. With a focus on providing personalized and reliable coverage, Nationwide Insurance: Matthew R Mcclure is dedicated to helping clients protect what matters most to them. Contact them today to learn more about their insurance options and how they can assist you in finding the right coverage for your specific needs.
Equilibrium Insurance Partners
Equilibrium Insurance Partners is an independent insurance agency located at 27100 Oakmead Drive in Perrysburg, Ohio. Our purpose is to reduce financial uncertainty and make accidental loss manageable for individuals and businesses. We offer cutting-edge, tailored insurance solutions to clients in Perrysburg and surrounding areas, including Bowling Green, Maumee, Oregon, Rossford, Sylvania, Toledo, and Waterville. As a proud representative of West Bend Mutual Insurance Company, we provide business insurance, insurance by industry, and personal insurance solutions to protect what matters most to you. Whether you need commercial general liability insurance, commercial property insurance, contractors' equipment insurance, builders risk and installation insurance, workers' compensation, business auto insurance, or commercial umbrella insurance, we have you covered. Our philosophy of balance, integrity, and innovation guides us in creating a work environment that prioritizes exceptional service. We invite you to visit our Service Center or contact us to learn more about how we can help secure your business and personal life. Cheers to serving you at Equilibrium Insurance Partners!
Rachel Beranek - State Farm Insurance Agent
Rachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.
Phil Reddick - State Farm Insurance Agent
Phil Reddick - State Farm Insurance Agent is an insurance agency located at 2530 Perrysburg Holland Road, Maumee, Ohio, United States. The agency is dedicated to serving the insurance needs of customers in Ohio, with a main focus on Toledo and its surrounding areas. The team at Phil Reddick - State Farm Insurance Agent has over 8 years of experience in providing car insurance, home insurance, life insurance, health insurance, small business insurance, flood insurance, and more. The agency's mission is to protect the income, assets, lifestyle, and loved ones of everyone they serve. Whether you are looking for insurance for your home, car, or business, Phil Reddick - State Farm Insurance Agent is here to help. Stop by their office or give them a call to see how they can assist you with your insurance needs.
Louisville Title
Louisville Title is a reputable insurance agency located at 1915 Indian Wood Circle in Maumee, Ohio. With a strong commitment to providing reliable and comprehensive insurance services, Louisville Title is dedicated to ensuring that their clients receive the protection and coverage they need. Whether you are in need of title insurance for a real estate transaction or other insurance services, Louisville Title is here to help. Their experienced team of professionals is ready to assist you with all of your insurance needs.
Kristin Hubaker, Bankers Life Agent
Kristin Hubaker, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a trusted Bankers Life agent, Kristin Hubaker provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on integrity and customer service, Kristin Hubaker is dedicated to helping clients find the right insurance coverage to meet their specific needs and goals. Contact Kristin Hubaker, Bankers Life Agent today to learn more about their insurance services and how they can help you plan for the unexpected.
Jillian Schmidt, Bankers Life Agent
Jillian Schmidt, Bankers Life Agent is a reputable insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance solutions for individuals and families, Jillian Schmidt is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, clients can trust in the expertise and professionalism of Jillian Schmidt, Bankers Life Agent for all their insurance needs.
Andrew Smigelski
Andrew Smigelski is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Andrew is dedicated to making a difference in the lives of his clients and their loved ones by focusing on tax efficient risk planning and wealth management strategies. He educates his clients on these complex topics and creates easy-to-understand plans. Andrew, a graduate of Anthony Wayne High School and Miami University, is a native of Waterville, Ohio, who enjoys spending his summers in Michigan for outdoor activities like golfing and fishing. His sports allegiances lie with the Ohio State Buckeyes, Pittsburgh Steelers, and Detroit Red Wings. Savage and Associates, Inc. is the parent company of Andrew Smigelski, offering securities and investment advisory services through Osaic Wealth, Inc. They operate in multiple states and provide information on their website for clients' convenience.
Brian McCabe
Brian McCabe is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Brian specializes in helping clients create a strategic plan for their financial future, with a focus on maximizing opportunities for retirement. Brian holds a bachelor's degree in business administration with a concentration in management from Colorado Technical University. In addition to his work at Brian McCabe, he is also the co-owner of McCabe Outdoor Power, a Toro dealership in Grand Rapids, Ohio.
Mike Snyder
Mike Snyder is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Mike Snyder has been a part of Savage and Associates since 1994, working with individuals, small business owners, and professionals to address their insurance and investment needs. With a bachelor's degree in administrative services from the University of Toledo, Mike's knowledge, experience, and personal skills have helped him build a large, loyal, and diverse client base. Mike holds the LUTCF® (Life Underwriter Training Council Fellow) securities designation and lives in downtown Toledo, Ohio with his wife, Darlene. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Mike Snyder offers securities in multiple states and provides information as a courtesy, with a disclaimer that users are leaving the website when clicking on external links.
Mark Smith
Mark Smith is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Since joining Savage and Associates in 1990, Mark Smith has been dedicated to helping individuals achieve their financial goals. With a talent for simplifying complex financial matters, Mark motivates his clients to make positive decisions for their futures. Licensed in multiple states, Mark has clients all across the country. Mark's background includes serving in the U.S. Marine Corps and working as a training instructor for the 180th Fighter Wing of the Air National Guard in Ohio. He holds an Associate degree in Marketing from the University of Toledo. Alongside his wife, Janet, Mark has three children and nine grandchildren.
Phil Johnson
Phil Johnson is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With securities registered in multiple states including AL, AZ, CO, FL, IL, IN, MI, NC, OH, SC, and WA, we offer a range of services to help you maximize income distributions off an existing asset base. Our team will work closely with you to understand your financial goals, values, and income needs, developing a personalized plan that outlines recommended strategies and benchmarks for success. As a Securities Designations LUTCF® and CLU® institution, we are dedicated to helping you manage investment risk and meet your unique needs and goals. Savage and Associates, Inc. is our partner in providing securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that when you visit our website, you may be redirected to external sites for additional information, and we make no representation as to the accuracy of information provided on those sites.
Jeff Turner
Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.
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.
Scott Walsh
Scott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.
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