TOP 30 Financial strategy in Maumee, Ohio

67 results found

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.

Dave Newman: Primerica - Financial Services is a reputable finance and insurance agency located at 6821 Salisbury Road in Maumee, Ohio. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at Dave Newman: Primerica - Financial Services are here to assist you every step of the way. Trustworthy and reliable, this institution is committed to delivering personalized solutions tailored to meet your specific needs. Visit them today and take control of your financial future.

OneDigital - Maumee is a reputable finance and insurance agency located at 1645 Indian Wood Circle in Maumee, Ohio. With a team of experienced professionals, OneDigital - Maumee offers a wide range of financial and insurance services to individuals and businesses in the area. Whether you are looking for retirement planning, investment advice, or comprehensive insurance coverage, OneDigital - Maumee is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Amy McGiffin, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 1705 Indian Wood Circle in Maumee, Ohio, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, our agents can help you find the right coverage to meet your needs. With the rising cost of healthcare and the increasing importance of long-term care planning, it's crucial to start preparing for the future. Contact Amy McGiffin today to start planning for your next steps towards financial security and peace of mind.

Beebe Financial Services is a finance institution located at 1683 Woodlands Drive, Maumee, Ohio, United States. Specializing in comprehensive financial planning, the team at EBF Financial Group works with professional advisors to ensure that clients achieve their financial goals and peace of mind. With a collaborative approach, they coordinate a team of experts including bankers, attorneys, stockbrokers, and accountants to provide the best possible outcomes for their clients. Larry E. Beebe, CLU®, CHFC®, AEP®, Thomas J. Fields, Megan L. Evans, and Alicia Monday are licensed to sell insurance through New York Life and offer securities products and services through NYLIFE Securities LLC. Additionally, they are registered as investment adviser representatives under Eagle Strategies LLC. Evans, Beebe & Fields Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Please consult your own tax, legal, or accounting professional for personalized advice.

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.

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.

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 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.

Edward Jones - Financial Advisor: Kevin L Roessler is a leading financial institution located at 105 East Wayne Street, Maumee, Ohio, United States. Specializing in finance, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a dedicated team led by experienced advisor Kevin L Roessler, clients can trust in personalized financial planning tailored to their specific needs. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones is committed to providing top-notch financial solutions and guidance.

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.

Edward Jones - Financial Advisor: Stephen Sterling, WMCP®|AAMS™ is a reputable financial institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. Specializing in wealth management and financial planning, Stephen Sterling is a highly qualified advisor who holds the designations of WMCP® and AAMS™. With a focus on personalized service and tailored financial solutions, clients can trust Edward Jones to help them achieve their financial goals and secure their financial future.

Maumee Tax Services LLC is a reputable accounting and finance institution located at 1003 Key Street in Maumee, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Maumee Tax Services LLC for all your financial needs.

Haley Appraisal, LLC is a trusted finance institution located at 223 Allen Street in Maumee, Ohio, United States. Our team of experienced professionals specializes in providing accurate and reliable appraisal services for a variety of properties. Whether you are looking to buy, sell, or refinance a home or commercial property, we are here to help ensure you have the information you need to make informed financial decisions. Contact us today to learn more about our services and how we can assist you with your appraisal needs.

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.

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.

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.

MassMutual is a finance and insurance agency located at 1760 Manley Road in Maumee, Ohio, United States. With a strong reputation for providing reliable and comprehensive financial services, MassMutual offers a wide range of insurance products and investment options to help individuals and businesses secure their financial futures. Their team of experienced professionals is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are looking for insurance coverage or investment solutions, MassMutual is committed to providing personalized service and tailored solutions to meet your specific needs.

Morgan McGiffin, Bankers Life Agent, located at 1705 Indian Wood Circle in Maumee, Ohio, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agent, Morgan Serratos, is a Unit Field Trainer and Insurance Sales Representative who can help you navigate the complexities of Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering premiums as low as $0 per month. In addition, our agency can assist you in planning for long-term care, as the need for such care becomes increasingly important in today's aging population. Start planning your future with Morgan McGiffin, Bankers Life Agent today.

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!

John Falk II, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in life insurance products and services, John Falk II is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and a wealth of knowledge in the insurance industry, John Falk II is a trusted advisor for clients seeking to secure their loved ones' well-being. Contact John Falk II, Bankers Life Agent today to discuss your insurance needs and explore coverage options.

Carlos Garcia, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. As a trusted agent for Bankers Life, Carlos Garcia provides a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Carlos Garcia is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Carlos Garcia is here to help you navigate the complex world of insurance and secure your financial well-being.

Laurel Espen, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Laurel Espen is dedicated to helping clients protect their financial well-being and plan for the future. With a focus on integrity and professionalism, Laurel Espen, Bankers Life Agent is committed to delivering top-notch service and support to individuals and families in the Maumee area. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.

Lou Ramirez is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Our goal is to help you maximize income distributions off an existing asset base. We will work closely with you to understand your goals, values, current financial status, income needs, and the future you imagine for yourself. Our team will develop a written plan or proposal outlining recommended income, strategies, and benchmarks that we will measure. We will select the tools and resources needed to implement your strategy and help meet your unique needs and goals.

Gary LeSage is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With securities registered in multiple states including CA, CO, FL, GA, IL, IN, KY, MI, OH, and WA, we specialize in maximizing income distributions off an existing asset base. At Gary LeSage, we work closely with our clients to understand their goals, values, current financial status, income needs, and the future they envision for themselves. We develop a written plan or proposal outlining recommended income strategies and benchmarks that we will measure. We then select the tools and resources needed to implement the strategy and help meet unique needs and goals.

TFO Wealth Partners is a leading finance institution located at 1440 Arrowhead Drive in Maumee, Ohio, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for education, or building your investment portfolio, TFO Wealth Partners is here to provide expert guidance and support every step of the way. Contact us today to start planning for a more secure financial future.

Jamie Monagan is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 2002, Jamie Monagan has been dedicated to educating and assisting individuals in all stages of their financial planning journeys. With a holistic planning approach, Jamie focuses on wealth accumulation management and transfer objectives, income and distribution planning for retirement, as well as life insurance, long-term care, and protection strategies. In addition to serving clients, Jamie enjoys spending time with his family, boating, skiing, and fishing on Lake Erie. Rock climbing is also a passion for Jamie, with climbing experiences in the Red River Gorge, the New River, and the Shawangunk Ridge.

Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.

Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.

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.