TOP 30 Financial strategy development in Wooster, Ohio

7 results found

Skylight Financial Group is a finance and insurance agency located at 3 Cincinnati Dayton Road in Olde West Chester, Ohio. Led by experienced financial advisor Rich, the institution offers comprehensive individualized planning to help clients achieve their long-term financial goals. Rich works closely with clients to develop strategies that encompass maximizing cash flow, building portfolios, managing taxes, protecting lifestyles, preparing for retirement, and leaving a legacy. He is dedicated to helping people with retirement planning and saving for college, and conducts regular meetings with clients for reviews. Rich graduated from The College of Wooster with a BA in Business Economics and holds series 6 and 63 securities registrations. He is also an LUTC Graduate of The American College. Outside of work, Rich is a devoted husband and father, volunteering in his community and church.

Bowling Green St University Management, located at 819 East Wooster Street in Bowling Green, Ohio, is home to the Allen W. and Carol M. Schmidthorst College of Business. The university is known for its innovative approach to business education, offering a wide range of specializations and minors to help students customize their degree. The Robert W. and Patricia A. Maurer Center, where the College of Business is housed, features state-of-the-art facilities designed to mimic modern corporate offices, providing students with a real-world learning experience. Entrepreneurship Week at BGSU is a highlight on the calendar, showcasing a series of events that celebrate the entrepreneurial spirit. The university prides itself on empowering the next generation of business leaders and entrepreneurs, offering opportunities for students to get involved in a variety of student organizations.

Saddlemire Student Services is a comprehensive resource center located at 1301 East Wooster Street in Bowling Green, Ohio. As part of a prestigious university, our institution is dedicated to providing support and guidance to students throughout their academic journey. From academic advising to career counseling, our experienced staff is here to help students achieve their goals and succeed in their educational pursuits. Visit us today to learn more about the services and resources available to you at Saddlemire Student Services.

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.

The Hummel Group, located at 615 Riffel Road in Wooster, Ohio, is a finance and insurance agency dedicated to ensuring protection for the things that matter most. With a focus on bringing clarity and efficiency to employees' benefits administration, the Hummel Group offers niche expertise that can make a difference in your business. Their comprehensive financial planning services can help you reach your financial goals, while also providing coverage for crops, equipment, and property from seed to harvest. With a history dating back to 1957, the Hummel Group has built a business based on trust, offering a wide range of insurance solutions and financial strategies to help clients identify and manage risk while planning for the future. The Hummel Group is committed to doing what is best for you, rather than simply selling a policy or plan.

LRC Magic Investors is a finance institution located at 194 Wooster Road North in Barberton, Ohio, United States. Specializing in investment opportunities, LRC Magic Investors offers a range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LRC Magic Investors is dedicated to providing personalized solutions and expert advice to support their clients in making sound investment decisions. Whether you are looking to grow your wealth, plan for retirement, or expand your business, LRC Magic Investors is committed to helping you succeed financially.

Flowtivity, LLC is an accounting and finance institution located at 667 Wildwood Drive in Wooster, Ohio, United States. Our experienced consultants work closely with your team to develop a strategy that will help you focus and take action towards achieving your financial goals. Many firms face challenges in growing and staying relevant in today's competitive market. At Flowtivity, we understand the importance of creating a solid plan and putting in the necessary work to ensure your firm's success. Our team will help you identify the right areas to focus on and provide guidance to help you navigate through any obstacles that may come your way.