TOP 30 Financial services in Bowling Green, Ohio

85 results found

UIS Insurance & Investments is a leading finance and insurance agency located at 990 West Poe Road in Bowling Green, Ohio. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, UIS Insurance & Investments is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

New York Life is an insurance agency located at 936 Robinwood Lane, Bowling Green, Ohio, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and estate planning services. With over 12,000 agents nationwide, they offer tailored solutions to meet individual needs and budgets. New York Life is committed to diversity, responsibility, and service, and operates for the benefit of policy owners. They have the highest financial strength ratings and have a mission to make the world a better place through charitable giving and community engagement. Their New York Life Foundation supports educational enhancement, childhood bereavement, and other community initiatives. Overall, New York Life is dedicated to helping individuals, families, and communities thrive, providing resources and tools for a secure financial future.

Evans Home Loans & Insurance is a trusted finance and insurance agency located at 519 West Wooster Street in Bowling Green, Ohio, United States. With a commitment to providing personalized service and tailored solutions, we help our clients secure the financing they need for their dream home and protect their investments with comprehensive insurance coverage. Our experienced team of professionals is dedicated to helping you navigate the often complex world of finance and insurance, ensuring you have peace of mind and financial security. Contact us today to learn more about how we can assist you with your home loan and insurance needs.

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!

Nationwide Insurance: Robert M Stout is an insurance agency located at 1045 North Main Street in Bowling Green, Ohio, United States. They offer a variety of insurance options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing dependable car insurance plans for both old and new vehicles, as well as commercial insurance for businesses. They also specialize in helping families protect their homes and personal property with the right insurance coverage. Additionally, the agency offers life insurance options to ensure families are prepared for any eventuality. With a focus on customer service and finding the best coverage for each individual, Nationwide Insurance: Robert M Stout is a reliable choice for insurance needs in the Bowling Green area.

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.

Farmers Insurance - Natty Loeschke is an insurance agency located at 315 North Main Street in Bowling Green, Ohio, United States. At Natty Loeschke's Agency, you can expect to work with experienced staff dedicated to helping you protect your assets and set you up for success. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, we have you covered. We offer competitive rates and discounts to help you save money while ensuring you have the coverage you need. Contact us today for a personalized insurance quote and let us help you secure a solid financial plan for the future. We are committed to providing you with the best insurance options to meet your needs.

Modern Woodmen of America, located at 707 Haskins Road in Bowling Green, Ohio, is a finance and insurance agency that has been serving families and communities since 1883. As a member, you can access a range of high-quality financial products to meet your needs and plan for the future. Our dedicated representatives are here to help you make the right financial decisions and achieve your goals. Join us in making a positive impact on your community and supporting causes that are important to you. Whether you are a modern man or woman, we are here to help you clear financial burdens and protect your family. Explore our website to learn more about our services and how we can work together to plan for life's most important goals.

Carleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.

Ryan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.

Hugh Daly - State Farm Insurance Agent is a trusted insurance agency located at 8524 Mentor Avenue in Mentor, Ohio, United States. Situated at the corner of Mentor Ave and Acacia, next door to St. Mary's Church, we have been serving the community for over 20 years. Our dedicated team, led by a Bowling Green State University graduate, is committed to helping you and your family with all your insurance needs. From life insurance to special needs trusts, we offer a wide range of services to ensure your loved ones are financially secure. We also provide tips on DIY auto maintenance to help you save on repair costs. Your privacy is important to us, so please refrain from sharing sensitive personal information.

Tom Burichin - State Farm Insurance Agent is a trusted insurance agency located at 15076 Pearl Road in Strongsville, Ohio, United States. With years of experience, Tom is dedicated to helping his customers navigate through life's special events and unexpected challenges. He has received several prestigious recognitions for his outstanding service as a State Farm Insurance agent. Tom holds a Bachelor of Science degree from Bowling Green State University and has been actively involved in the Strongsville community for many years. As a licensed insurance agent in property, casualty, life, and health insurance, Tom offers a wide range of insurance products to meet the needs of his clients. Whether you are looking for home insurance, auto insurance, renter's insurance, or life insurance, Tom is here to help you protect what matters most.

Dr. Trina Pagano is a health institution located at 1 Akron General Avenue in Akron, Ohio, United States. Dr. Pagano specializes in Obstetric Emergencies, Addiction Medicine in Pregnancy, Safety and Quality. She completed her residency at The Ohio State University Hospitals in Columbus, Ohio in 1993 and her medical education at The Ohio State University College of Medicine and Public Health in 1989. Dr. Pagano also holds an undergraduate degree from Bowling Green State University in Ohio. The institution accepts a variety of insurance plans and offers services in collaboration with the pharmaceutical and medical device industries to develop medical breakthroughs. Dr. Pagano and her team at Cleveland Clinic are committed to providing high-quality patient care and making scientific advances that benefit the public. They maintain professional and commercial integrity by reviewing collaborations with industry and disclosing any financial conflicts of interest.

Falcon's Nest is a multifaceted institution located at 806 Ridge Street in Bowling Green, Ohio, United States. This establishment offers a range of services including ATM access, financial services, and dining options at their on-site restaurant. Whether you need to grab a quick bite to eat, take care of your banking needs, or simply relax and enjoy a meal, Falcon's Nest has you covered. Visit us today for a convenient and satisfying experience.

Circle K is a versatile institution located at 103 North Prospect Street in Bowling Green, Ohio, United States. This one-stop shop offers a wide range of services including an ATM, cafe, convenience store, finance services, food options, gas station, and retail store. Whether you need to grab a quick snack, fill up your gas tank, or take care of your banking needs, Circle K has you covered. With a convenient location and a variety of offerings, Circle K is the perfect destination for all your daily needs.

The Wood County Child Support Agency, located at 1940 East Gypsy Lane Road in Bowling Green, Ohio, is dedicated to ensuring the well-being of children in the county by assisting in obtaining financial and medical support. The agency offers a convenient after-hours drive-up drop-box for submitting documents, such as income verification, custody agreements, and payment records. To ensure prompt processing, it is important to include all necessary information and place documents in an envelope before dropping them off. For more information or assistance, please contact the agency at the provided address or PO Box 1028 in Bowling Green, OH 43402.

Bob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.

Lincoln Boyle is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Lincoln, a former member of the U.S. armed forces, specializes in individual wealth management and retirement plan services for corporations. He graduated from Bowling Green State University in 2005 and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). Securities registered in FL, GA, IN, MI, OH, SC, WI. Lincoln, along with his wife Emily and son Barrett, reside in Perrysburg and enjoy traveling and the outdoors. The institution is affiliated with Savage and Associates, Inc., and offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. They offer securities in various states across the United States. Please note that when visiting external websites linked to this institution, the completeness and accuracy of information provided there cannot be guaranteed.

Tom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.

Steve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.

Dennis Rife is a finance professional located at 655 Beaver Creek Circle in Maumee, Ohio, United States. He has been with Savage and Associates since 1993, working with business professionals and teachers to plan for their retirements and children's college education. Dennis holds a Bachelor of Science degree in Business Administration with a specialization in Finance from Bowling Green State University. He is also a Deacon in the Catholic Church and is pursuing a Masters of Theology at Lourdes University. Securities registered in multiple states, Dennis and his wife Jeannie live in Holland, Ohio with their four children. In his free time, Dennis enjoys golfing, coaching various sports, and supporting the community. Savage and Associates, Inc. offers securities and investment advisory services through Osaic Wealth, Inc., with services available in numerous states.

Best Fit CPA is a top-rated accounting firm located at 500 Lehman Avenue in Bowling Green, Ohio. Our team of experienced CPAs provides a wide range of services to meet the financial needs of individuals and businesses alike. From tax preparation and planning to bookkeeping and consulting, we are dedicated to finding the best fit solutions for our clients. With a commitment to excellence and personalized service, Best Fit CPA is the trusted choice for all your accounting needs.

James H Miles & Co: Miles James H CPA is a trusted accounting and finance institution located at 320 West Gypsy Lane Road in Bowling Green, Ohio, United States. With years of experience and expertise in the field, James H Miles & Co offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust James H Miles & Co to help you navigate the complexities of financial management and achieve your goals with confidence.

Petkwitz & Ketner, Inc. is an accounting and finance institution located at 725 Haskins Road in Bowling Green, Ohio, United States. As of November 5, 2020, the business has been sold to Dudley Singer, CPA of S&S CPA. Dudley, a BGSU graduate with a Master's Degree in Accounting and over 10 years of experience in public accounting, now offers tax preparation, consulting, financial statement preparation, bookkeeping, and payroll services at the same location. Former clients can expect the same high-quality service from Dudley as they received from Petkwitz & Ketner, Inc. Thank you for your past business. Darlene D Petkwitz and Mary Jo Ketner.

The William Vaughan Company is a leading accounting and finance institution located at 175 East Washington Street in Bowling Green, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.

Kristin L. Watson, CPA is a reputable accounting and finance institution located at 1204 West Wooster Street in Bowling Green, Ohio, United States. Specializing in providing expert financial services, Kristin L. Watson, CPA offers a wide range of accounting services tailored to meet the needs of individuals and businesses alike. With a team of highly skilled professionals, clients can trust in the institution's expertise and dedication to helping them achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, Kristin L. Watson, CPA is committed to providing top-notch service and personalized solutions to ensure your financial success.

H&R Block is a leading accounting and finance institution located at 200 South Main Street in Bowling Green, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to learn more about our services and how we can help you manage your finances effectively.

Mark Smigelski is a highly successful finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Mark Smigelski has been a top associate at Savage and Associates since 1981, earning numerous awards and honors for his outstanding production and contributions. He is a member of the prestigious Million Dollar Round Table and has consistently been recognized as one of the top 400 financial advisors in the country. Mark is a graduate of Bowling Green State University and is actively involved in various alumni associations and advisory boards. He is registered in multiple states for securities and investment advisory services through Osaic Wealth, Inc.

Lauren Myers is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded on the principles of saving instilled by Lauren Myers's father, the institution focuses on financial wellness and planning for individuals and families. Specializing in creating tax-efficient retirement income and wealth accumulation strategies, Lauren aims to empower clients to make informed decisions about their financial future. With a Bachelor's degree in business administration with a specialization in finance from Bowling Green State University, Lauren is dedicated to building lifelong relationships with clients and their families. In her free time, she enjoys outdoor activities like biking and walking through Metropark Toledo's Oak Openings, as well as spending summers on the lake with her family. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in various states across the U.S. Please note that any information provided is for courtesy only, and leaving the website will not guarantee the accuracy of information on external sites.

Steve Morr is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 1992 by Stephen Morr, the institution specializes in retirement planning, investment planning, and risk management. Steve's philosophy is centered around helping clients improve their financial well-being by prioritizing saving and investing. He aims to guide his clients towards a place where they work because they want to, not because they have to. Steve is a graduate of Bowling Green State University and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). He resides in Monclova, Ohio with his wife Meggan and their two daughters. In his free time, Steve enjoys playing golf, attending his daughters' dance performances, and spending time with loved ones. The institution is affiliated with Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They serve clients in various states across the United States and prioritize providing accurate and comprehensive information to their clients.