Income planning in Ottawa, Ohio

H&R Block is a renowned accounting and finance institution located at 123 South Walnut Street in Ottawa, Ohio, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering accurate, reliable, and personalized solutions to meet your needs.

Beyond Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 133 North Court Street in Ottawa, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in select U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and support. Clients can visit our website for important disclosures, rules, and regulations, as well as information on privacy and security. As a member of FINRA and SIPC, we strive to help friends and family members of our clients reach their financial aspirations. We look forward to connecting with your referrals and assisting them in their financial journey.

Schroeder Fred J CPA is a reputable accounting and finance institution located at 315 East Main Street in Ottawa, Ohio, United States. With years of experience and expertise in the field, Schroeder Fred J CPA offers a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized and professional assistance to help them manage their finances effectively.

Savage & Associates - Steve Cochran is a finance, health, and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Cochran is an independent investment advisor who provides wealth advisory services to individuals and families. As a fiduciary, Steve offers objective advice to his clients through fee-based wealth management, helping them feel more educated, confident, and in control of their financial futures. Steve Cochran joined Savage and Associates in 2010 after starting his financial services career at Morgan Stanley and Edward Jones. He holds multiple degrees and securities registrations in several states. Steve and his wife, Stacy, live in Ottawa Hills with their two sons and he is actively involved in coaching youth sports and volunteering with nonprofit organizations.

Joshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 133 North Court Street in Ottawa, Ohio, United States. Joshua J Lake holds various certifications and designations 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®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications demonstrate Joshua J Lake's expertise in wealth management, financial planning, retirement planning, estate planning, investment management, and more. If you are looking for a knowledgeable and experienced financial advisor in Ottawa, Ohio, Joshua J Lake is a trusted professional to consider for your financial needs.

Edward Jones - Financial Advisor: Scott Hershberger, AAMS™ is a trusted financial institution located at 1800 North Perry Street in Ottawa, Ohio, United States. As a licensed financial advisor with the Accredited Asset Management Specialist™ designation, Scott Hershberger provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Contact Scott Hershberger today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Circe S Krout is a reputable finance institution located at 1800 North Perry Street in Ottawa, Ohio, United States. Specializing in providing personalized financial planning and investment services, Circe S Krout and her team strive to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Circe S Krout is dedicated to helping you navigate the complexities of the financial world with confidence.