Independent financial planning in Dayton, Ohio

Thein Financial, LLC is an insurance agency located at 8535 North Dixie Drive in Dayton, Ohio, United States. We specialize in providing a wide range of insurance products and services to meet the needs of our clients. Our team of experienced professionals is dedicated to helping you find the right insurance coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we are here to help. Contact us today to learn more about how we can assist you with your insurance needs.

American Financial Planners is a leading insurance agency located at 2142 South Smithville Road in Dayton, Ohio. Our team of experienced financial planners is dedicated to helping individuals and families secure their financial future through comprehensive insurance solutions. Whether you are looking for life insurance, health insurance, or retirement planning, our experts are here to provide personalized guidance and support. Trust American Financial Planners to protect what matters most to you.

Allstate Personal Financial Representative: Eric Lowman is a finance and insurance agency located at 4166 Dayton Xenia Road in Beavercreek, Ohio, United States. As a trusted representative, Eric Lowman helps clients with their personal financial needs, offering expert advice and tailored solutions to protect and grow their assets. With a focus on building long-term relationships and providing exceptional customer service, clients can rely on Eric Lowman for all their financial and insurance needs.

Anderson Financial Strategies, LLC is a leading finance institution located at 40 North Main Street in Dayton, Ohio, United States. With a team of experienced financial experts, we provide personalized strategies and solutions to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, our dedicated team is here to guide you every step of the way. Trust Anderson Financial Strategies, LLC to provide you with the expertise and support you need to secure your financial future.

Financial Directions, Inc. is a reputable finance institution located at 5256 North Springboro Pike in Dayton, Ohio, United States. With a team of experienced financial experts, we provide comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our dedicated professionals are here to guide you in the right direction. Trust Financial Directions, Inc. to provide you with sound financial advice and personalized solutions tailored to your specific needs.

Crossroads Investment Planning is a leading finance institution located at 8516 North Dixie Drive in Dayton, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of investment planning and achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, we offer personalized strategies and expert guidance to help you make informed decisions. Trust Crossroads Investment Planning to provide you with the tools and resources you need to build a solid financial foundation.

Baller Financial Group is a finance institution located at 40 North Main Street in Dayton, Ohio, United States. Our services are tailored for residents of select states in the U.S., including (AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA). We offer investment products and services through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that social media activity on our platforms may not necessarily reflect the views of our firm. For more information, visit our website at wellsfargoadvisors.com/social. Kindly be aware that by clicking on external links, you will be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies. We recommend reviewing these policies before proceeding.

Edelman Financial Engines is a leading financial institution located at 10100 Innovation Drive in Miamisburg, Ohio, United States. Specializing in finance, they offer a wide range of services to help individuals and families achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines can provide the expertise and guidance you need to secure your financial future.

Roderer Financial Group is a finance institution located at 245 Elmwood Drive in Dayton, Ohio, United States. As a part of Roderer Financial & Tax Group, LLC, they offer Securities & Advisory Services through Harbour Investments, Inc. Member FINRA and SIPC. Clients can trust in the expertise and professionalism of the investment professionals at Roderer Financial Group. Be sure to check their background to ensure the highest level of financial services.

Covenant Planning is a finance institution located at 1800 Lyons Road in Dayton, Ohio, United States. We specialize in helping individuals and businesses plan for their financial future by offering a range of services including retirement planning, investment management, and estate planning. Our team of experienced financial advisors work closely with clients to develop personalized strategies that align with their goals and values. At Covenant Planning, we are committed to providing expert guidance and support to help our clients achieve financial security and peace of mind.

Jewell Financial Services is a reputable insurance agency located at 7017 Corporate Way in Dayton, Ohio, United States. With a commitment to providing high-quality insurance products and personalized service, Jewell Financial Services is dedicated to helping clients protect their assets and achieve their financial goals. Whether you are in need of auto, home, life, or business insurance, the experienced team at Jewell Financial Services is here to help you find the right coverage to meet your needs. Contact us today to learn more about our comprehensive insurance solutions.

VanWeelden Financial Group is a trusted finance institution located at 8905 Cincinnati Dayton Road in Olde West Chester, Ohio, United States. With a strong reputation for providing expert financial guidance and personalized service, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, VanWeelden Financial Group is committed to delivering tailored solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.

Gudorf Financial Group, LLC is a trusted finance institution located at 8145 North Main Street in Dayton, Ohio. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Americans For Financial is a leading finance institution located at 6500 Poe Avenue in Dayton, Ohio, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Americans For Financial is here to help. With years of experience and a strong reputation for excellence, you can trust us to provide you with the personalized financial solutions you need. Contact us today to learn more about how we can help you secure your financial future.

Tony Sisson - Financial Advisor, Ameriprise Financial Services, LLC, located at 10801 Yankee Street in Dayton, Ohio, United States, is a reputable finance institution. Tony Sisson, the 2023 recipient of the Ameriprise Client Experience Award, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track performance. Clients have secure access to their accounts and investments from any device. The institution is committed to diversity, inclusion, and creating a better financial future for all. Prospective clients can schedule a complimentary initial consultation to learn more about financial planning concepts and explore how Ameriprise can help them achieve their goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and Tony Sisson is registered to conduct securities business in specific states. The institution has received recognition for its support of the military community and commitment to disability inclusion and equality. Visit the website for more information on services and corporate initiatives.

Raymond James Financial Services is a leading finance institution located at 2331 Far Hills Avenue in Dayton, Ohio, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services has the expertise and resources to guide you every step of the way. Trust in Raymond James for all your financial needs.

Schear Financial Services is a reputable finance institution located at 100 East 3rd Street in Dayton, Ohio, United States. With a strong commitment to providing top-notch financial services, Schear Financial Services offers a wide range of financial solutions tailored to meet the unique needs of their clients. From investment planning to retirement savings, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Trust Schear Financial Services to provide expert guidance and personalized advice to help you secure a stable financial future.

Kapstone Financial Advisors, located at 7501 Paragon Road in Dayton, Ohio, is a finance institution offering unique solutions for business owners and entrepreneurs. With a focus on helping clients establish and oversee various financial plans, Kapstone Financial Advisors delivers strategic solutions to support and sustain the mission of foundations. The institution boasts sophisticated expertise in planning for both the present and future generations, nurturing wealth to enable clients to live longer, better lives. With a philosophy of learning from the past, setting detailed goals for the future, and living in the present moment, Kapstone Financial Advisors ensures that clients' important financial affairs are managed by experts who can effectively pursue their goals and objectives. The institution provides a depth of ability and resources to match clients' investment needs, helping them maximize each investment opportunity.

The Bayer Financial Group, LLC is a full-service, independent financial planning company located at 1948 East Whipp Road in Kettering, Ohio, United States. Our primary focus is helping clients accumulate wealth while minimizing taxes. As an independent firm, we are able to provide personalized financial planning without the pressure to sell specific products or services. Our extensive planning process is designed to help clients identify and overcome financial challenges. Recognized as a top manager by the Dayton Business Journal in 2013, 2014, and 2015, we are committed to providing exceptional service to our clients. Contact us at 937.432.6585 or bfg@bayerfinancialgroup.com for more information.

Safe Harbor Retirement Group - Dayton is a finance institution located at 4031 Colonel Glenn Highway in Beavercreek, Ohio. Our team of experienced financial advisors is dedicated to helping individuals and families navigate the complexities of retirement planning. We offer a wide range of services including investment management, estate planning, and wealth preservation strategies. Our goal is to provide our clients with peace of mind and financial security as they plan for their future. Contact us today to schedule a consultation and start planning for a secure retirement.

Edward Jones - Financial Advisor: Kaity Stuckert, CRPC™|CSRIC® is a reputable financial institution located at 2430 Dayton Xenia Road, Beavercreek, Ohio, United States. Specializing in providing personalized financial advice and guidance, Kaity Stuckert, a Certified Retirement Planning Counselor (CRPC) and Chartered SRI Counselor (CSRIC), offers expert services to help clients achieve their financial goals. With a focus on building long-term relationships and creating customized financial plans, this institution is dedicated to helping individuals and families secure their financial future.

Fairlead Financial Group is a reputable finance institution located at 665 Shayna Lane in Dayton, Ohio, United States. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement strategies. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions tailored to their specific needs. Whether you are looking to grow your investments, plan for your future, or secure your retirement, Fairlead Financial Group is here to guide you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for your future.

Randall Helt is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7887 Washington Village Drive in Dayton, Ohio, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Randall also specializes in areas such as domestic partnership advising, philanthropy, and exit planning. With a commitment to ethical standards and continuous education, Randall Helt is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Feldmeyer Financial Group - Dayton Office is a finance institution located at 6500 Centerville Business Parkway in Dayton, Ohio, United States. Specializing in financial planning and investment management, our team provides fiduciary guidance to empower your family and business for generations to come. With over 30 years of experience, we take an educational approach to financial planning and deliver unbiased, thoughtful investment advice to help you achieve the financial future you desire. We believe in building deep relationships with our clients to achieve holistic financial health. By getting to know what motivates you today and inspires you tomorrow, we create personalized plans that address your current needs and future dreams. As hands-on, consultative advisors, we work closely with you to provide implementable financial advice and help you navigate critical financial decisions with confidence.

April Whitehead is a financial advisor at Ameriprise Financial Services, LLC located at 7501 Paragon Road in Dayton, Ohio, United States. April holds several 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®, 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 April's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a commitment to ethical standards and continued education, April is dedicated to providing comprehensive financial planning services to individuals and businesses.

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.

The Southwest Ohio Group - Morgan Stanley is a finance institution located at 7777 Washington Village Drive in Dayton, Ohio, United States. Our team of experienced professionals offers a wide range of financial services and expertise to help our clients achieve their financial goals. From investment management to retirement planning, we are dedicated to providing personalized solutions tailored to each individual's unique needs. Contact us today to learn more about how we can help you secure your financial future.

LFL Insurance Agency, LLC is an independent insurance agency located at 8141 North Main Street in Dayton, Ohio. Serving clients in Dayton, Cincinnati, and all of Ohio, we offer a range of insurance solutions to protect you from the unexpected. Our team of experts takes a personalized approach, blending technology with courteous service to provide innovative risk management solutions. We understand the importance of financial security and quality of life for our clients, which is why we are dedicated to providing expert advice and personal attention. As your insurance advisor, we help you make smart decisions to protect yourself from the unexpected and plan for the future.

Daymont-Souders Insurance Agency, located at 7227 Taylorsville Road in Dayton, Ohio, has been providing quality service and personalized insurance solutions since day one. With a team of experienced professionals averaging over 20 years per employee, we offer trusted advice and insurance plans to protect you and your biggest assets. Whether you're an individual looking for coverage for your family or a business seeking risk management solutions, we design programs that fit your needs. Our agency, formed in 2008 from the merger of two long-standing independent agencies, serves Miami County, Darke County, Preble County, and beyond. We offer coverage and risk management solutions for companies of all sizes, as well as interactive graphics to help you understand your unique risks.

NFP is an insurance agency located at 105 Riverside Drive in Dayton, Ohio, United States. We specialize in providing a wide range of insurance products and services to individuals and businesses in the local community. Our team of experienced agents is dedicated to helping our clients find the best coverage options to protect their assets and loved ones. Whether you need auto, home, life, or business insurance, NFP is here to help you navigate the complex world of insurance and find the right policy for your needs. Contact us today to learn more about how we can help you secure your financial future.