TOP 10 Best Financial services for small businesses in Saint Marys, Ohio
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Malhotra & Assoc. Insurance – St. Marys
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.
Keith Fledderjohann - Financial Advisor, Ameriprise Financial Services, LLC
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.
First Financial Bank & ATM
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.
Mary K's Tax Services
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.
Bradley Hoge - Prudential Financial
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
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.
Superior Credit Union
Superior Credit Union, located at 462 Fortman Drive in Saint Marys, Ohio, has been serving its members for over seven decades, helping with all their financial needs. With a Superior VISA Rewards Credit Card, members can enjoy 1.5% cash back on all purchases. The institution offers free tax preparation and e-filing services to members with low to moderate income, provided by certified employees. Superior also provides online calculators to help with financial decisions, as well as discounted insurance through its in-house agency, Superior Insurance Services. For small businesses seeking financing, Superior Credit Union's Small Business Center offers commercial loans for real estate, equipment, or lines of credit. As a top mortgage lender in Cincinnati, Toledo, and Lima OH, Superior Credit Union offers personalized experiences to help customers find the right financial solutions. Whether purchasing a new home or refinancing an existing mortgage, Superior Credit Union provides competitive rates and dedicated support throughout the process.
H&R Block
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.
The Peoples Bank Co
The Peoples Bank Co is a trusted financial institution located at 1510 Kishler Street in Saint Marys, Ohio, United States. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, and investment options. Our convenient ATM services make accessing your money quick and easy. With a commitment to personalized customer service and community involvement, The Peoples Bank Co is dedicated to helping our customers achieve their financial goals.
Dan Macklem - Mutual of Omaha
Welcome to Dan Macklem - Mutual of Omaha Located at 815 Kimberly Drive, Saint Marys, Ohio, Dan Macklem - Mutual of Omaha is your trusted local insurance agency dedicated to serving the community with personalized and comprehensive insurance solutions. As a licensed insurance agent with Mutual of Omaha Insurance Company, Dan Macklem is committed to providing clients with the expert guidance and consistent service necessary to develop, implement, and maintain both business and individual insurance strategies.
Otto Insurance Group
The Otto Insurance Group is a reputable insurance agency located at 121 North Wayne Street in Saint Marys, Ohio, United States. With a commitment to providing top-quality insurance products and exceptional customer service, the Otto Insurance Group offers a wide range of insurance options to meet the needs of individuals, families, and businesses. Whether you are looking for auto, home, life, or business insurance, the experienced agents at Otto Insurance Group are dedicated to helping you find the right coverage at the best possible price. Contact them today to discuss your insurance needs and receive a personalized quote.
Kurt Meier CPA
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.
Nationwide Insurance: Michael Zunich
Welcome to Nationwide Insurance: Michael Zunich, your trusted insurance agency located in the heart of Saint Marys, Ohio. Situated at 216 West Spring Street, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. With a deep understanding of the local community and a comprehensive range of insurance products, we are here to help you protect what matters most. Whether you're looking for auto, home, life, or business insurance, our knowledgeable agents are ready to guide you through the process with expert advice and exceptional customer service. At Nationwide Insurance: Michael Zunich, we pride ourselves on building lasting relationships with our clients, ensuring peace of mind and financial security for you and your family. Visit us today and experience the difference of working with a local agency that truly cares about your well-being.
Shultz Huber & Associates, Inc.
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.
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