TOP 30 Individual financial planning in Van Wert, Ohio

30 results found

Advanced Insurance Group - Van Wert is a reputable insurance agency located at 101 West Crawford Street in Van Wert, Ohio, United States. With a team of experienced professionals, they are committed to providing top-notch insurance solutions tailored to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their dedication to exceptional customer service and their in-depth industry knowledge set them apart from the competition. Trust Advanced Insurance Group - Van Wert to protect what matters most to you.

Raymond James Financial Services is a reputable finance institution located at 102 Main Street in Van Wert, Ohio, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers personalized investment strategies, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing top-notch financial solutions tailored to your individual needs.

Doug Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 120 East Ervin Road in Van Wert, Ohio, United States. Doug holds multiple 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®. Doug specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Doug is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.

Edward Jones - Financial Advisor: George R Scott, CRPC™ is a trusted financial institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. As a Certified Retirement Planning Counselor, George R Scott provides expert financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, George R Scott can help create a personalized financial plan tailored to your needs. With a commitment to personalized service and a focus on long-term financial success, Edward Jones - Financial Advisor: George R Scott, CRPC™ is dedicated to helping clients secure their financial futures.

Edward Jones - Financial Advisor: Eric Hurless, CFP® is a reputable finance institution located at 1052 South Washington Street in Van Wert, Ohio, United States. As a Certified Financial Planner, Eric Hurless offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for retirement, saving for education, or building wealth, Eric Hurless and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Ryan J Lindemann is a reputable financial institution located at 707 Fox Road in Van Wert, Ohio, United States. With a focus on providing personalized financial planning and investment services, Ryan J Lindemann and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Ryan J Lindemann offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.

Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 120 East Ervin Road in Van Wert, Ohio, United States, offers a wide range of financial services to individuals and businesses. Evan Sutton holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Evan Sutton is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Evan Sutton can provide expert guidance and support. Contact Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, for personalized financial solutions tailored to your needs.

Edward Jones - Financial Advisor: Trevor R Webster, CFP®|AAMS™ is a respected finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Trevor R Webster offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Thaison E Leaser is a trusted financial institution located at 707 Fox Road in Van Wert, Ohio, United States. As a dedicated finance advisor, Thaison E Leaser provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Thaison E Leaser is committed to providing expert advice and exceptional service to help you secure a solid financial future.

Edward Jones - Financial Advisor: Veronica Cuevas is a reputable finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. Veronica Cuevas is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Veronica Cuevas can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Veronica Cuevas is a trusted partner in helping clients secure their financial future.

Welcome to Van Wert Memorials, your trusted partner in creating lasting tributes to honor and celebrate the lives of your loved ones. Conveniently located at 625 South Shannon Street, Van Wert, Ohio, we are dedicated to providing the highest quality memorial products and services to the community. At Van Wert Memorials, we understand the importance of preserving memories and the significance of a well-crafted memorial. Our compassionate and experienced team is committed to guiding you through the process of selecting and designing the perfect monument, headstone, or memorial plaque that reflects the unique personality and legacy of your loved one.

Hometown Family Practice is a trusted healthcare institution located at 1198 Westwood Drive in Van Wert, Ohio. Our dedicated team of healthcare professionals is committed to providing high-quality medical care to individuals and families in the community. From routine check-ups to managing chronic conditions, we offer a wide range of services to meet your healthcare needs. At Hometown Family Practice, we prioritize the well-being of our patients and strive to create a welcoming and supportive environment for all. Visit us today and experience personalized care in a friendly setting.

Merkle Insurance Agency is a trusted insurance provider located at 105 Fisher Avenue in Van Wert, Ohio, United States. With a commitment to providing personalized and comprehensive insurance solutions, Merkle Insurance Agency offers a wide range of coverage options for individuals and businesses. Whether you are looking for auto, home, life, or commercial insurance, their experienced agents are dedicated to helping you find the right policy to meet your needs. Visit Merkle Insurance Agency today for expert advice and top-notch customer service.

Western & Southern Life Insurance Company, located at 1167 Westwood Drive in Van Wert, Ohio, is a trusted insurance agency dedicated to helping individuals and businesses plan for their financial future. Our wide range of products and personalized guidance can help you make informed decisions to achieve your financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to support you every step of the way. At Western & Southern Life, we offer a comprehensive rewards package and top-notch training opportunities to ensure your personal success. Our commitment to providing high-quality products and services sets us apart, and our team of experienced professionals is ready to assist you with all your insurance and financial needs.

Chad A Pollock - Aflac Insurance Agent is an insurance agency located at 727 Fox Road, Van Wert, Ohio, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected speed bumps. Aflac pays cash for covered accidents, positive diagnoses, and serious health events to help alleviate financial worries. Our policies also help with deductibles, co-pays, and other out-of-pocket expenses during hospital stays. We provide dental coverage with no networks, deductibles, or precertification requirements, as well as eye care coverage for vision exams, surgeries, and diseases/disorders. Aflac pays cash benefits to help with out-of-pocket expenses that major medical insurance may not cover.

Aflac is an insurance agency located at 10706 Hoghe Road in Van Wert, Ohio, United States. With a strong presence in the insurance industry, Aflac offers a variety of insurance products and services to meet the needs of individuals and businesses. Known for their commitment to providing quality coverage and excellent customer service, Aflac is a trusted name in the insurance industry. Whether you're looking for health, life, or supplemental insurance, Aflac has you covered. Visit their office today to learn more about their offerings and how they can help protect you and your loved ones.

Aaron M Anspach - Aflac Insurance Agent is a reputable insurance agency located at 727 Fox Road in Van Wert, Ohio, United States. Specializing in Aflac insurance products, they provide personalized services to help individuals and businesses protect their assets and manage risks. With a strong focus on customer satisfaction and a commitment to excellence, Aaron M Anspach is dedicated to helping clients find the right insurance solutions tailored to their specific needs. Contact them today to discuss your insurance requirements and secure your financial future.

Devin Sheets American Family Insurance is a trusted insurance agency located at 118 South Washington Street in Van Wert, Ohio. With a focus on providing personalized and reliable insurance solutions, our team is dedicated to helping individuals and families protect what matters most. Whether you're looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your needs. Contact us today to learn more about our services and how we can assist you in securing your future.

Bashore Reineck Stoller & Waterman Inc is a reputable accounting and finance institution located at 685 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise ensures that clients receive top-notch advice and support in managing their finances effectively. Trust Bashore Reineck Stoller & Waterman Inc for all your accounting and finance needs.

H&R Block is a trusted accounting and finance institution located at 761 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world.

Phillip Summersett - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which typically involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Rose Tax and Bookkeeping Services is a trusted institution located at 1210 South Shannon Street in Van Wert, Ohio. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch tax and bookkeeping services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, Rose Tax and Bookkeeping Services is here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.

Sara Mesing - Thrivent is a finance institution located at 1179 Westwood Drive in Van Wert, Ohio, United States. With 41 years of industry knowledge and experience, our team specializes in client-centric holistic planning to help individuals achieve their financial goals. Whether you are planning for retirement, your legacy, or navigating unexpected life events, we are here to assist you. Our services include a review and analysis of your financial situation, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser. Our licensed financial advisors provide personalized guidance to help you make informed financial decisions. Visit our website or FINRA’s Broker Check for more information about our services and advisors. Contact us today at (260)217-4566 to schedule a complimentary appointment.

Flagship is a trusted institution located at 316 West Ervin Road in Van Wert, Ohio, United States. Specializing in accounting, finance, and insurance services, Flagship is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Flagship offers expert advice and personalized services to help clients achieve their financial goals. Whether you need help with tax preparation, investment planning, or insurance coverage, Flagship is here to assist you every step of the way. Visit us today to experience the difference that Flagship can make in your financial future.

Sealscott CPA Inc. is a reputable accounting and finance institution located at 1175 Westwood Drive in Van Wert, Ohio, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Sealscott CPA Inc. for all your accounting and finance needs.

Walmart Money Center located at 301 Towne Center Boulevard in Van Wert, Ohio, United States, is a convenient financial institution within the Walmart store. As a part of the world's largest retailer, the Money Center offers a variety of financial services such as check cashing, money transfers, bill payments, and prepaid card services. Customers can access these services during regular store hours, making it a one-stop shop for all their financial needs. With friendly and knowledgeable staff on hand, the Walmart Money Center provides reliable and efficient financial solutions for individuals and families in the Van Wert community.

Creative Home Buying Solutions, Inc. is a real estate agency located at 802 East Market Street in Celina, Ohio, United States. Since 1999, our experienced staff has been helping individuals in Mercer, Auglaize, Van Wert, Paulding, and Allen counties purchase quality, well-maintained homes. We are not realtors, lenders, or loan originators; we actually own all the homes we sell, allowing us to provide unique solutions to help you become a homeowner. With over 62 years of combined experience, we can help you overcome obstacles such as low credit scores, judgments, collections, and more. Our goal is to help you achieve the dream of homeownership at a price you can afford. Whether you have great credit and your own financing or need assistance due to credit challenges, we have programs such as rent to own, land contract, and $0 down payment purchase options available. Don't let past credit problems hold you back from owning your own home. Contact us today to see how we can help you secure your dream home.

Welcome to Beth Kitson - Thrivent, your trusted partner in financial planning and investment management. Located at 1179 Westwood Drive, Van Wert, Ohio, we proudly serve clients across multiple states, including FL, IL, IN, KS, KY, MD, MI, MN, OH, and SC. With over 41 years of industry knowledge and experience, our team is dedicated to helping you clarify your financial picture and implement strategies to achieve your goals. At Beth Kitson - Thrivent, we specialize in client-centric holistic planning, focusing on maximizing your resources to ensure a secure financial future. Whether you're planning for retirement, establishing your legacy, or navigating life's unexpected turns, we are here to guide you every step of the way.

Welcome to Equity Inc, your trusted financial partner located in the heart of Van Wert, Ohio. Situated at 329 Center Street, we are committed to providing exceptional financial services to individuals and businesses in our community and beyond. At Equity Inc, we understand that navigating the world of finance can be complex, which is why our team of experienced professionals is dedicated to offering personalized solutions tailored to meet your unique financial needs and goals. Whether you're seeking investment advice, financial planning, or assistance with wealth management, we are here to guide you every step of the way. Our mission is to empower you with the knowledge and tools necessary to make informed financial decisions with confidence. Visit us today and discover how Equity Inc can help you achieve financial success.

Welcome to Cowan & Son Funeral Home At Cowan & Son Funeral Home, located at 616 South Washington Street, Van Wert, Ohio, we are dedicated to providing compassionate and personalized funeral services to the families in our community. With decades of experience, our family-owned and operated funeral home understands the importance of honoring the life and legacy of your loved ones with dignity and respect.