TOP 30 Best Individual financial plans in Bowling Green, Ohio

Snyder Financial Management, LLC is a reputable finance and insurance agency located at 1302 Brim Road in Bowling Green, Ohio, United States. With a dedicated team of experienced professionals, we provide expert financial planning and insurance services to help our clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or protect your assets, Snyder Financial Management, LLC is committed to providing personalized solutions tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial security.

Miles Ahead Financial Coaching is a leading institution located at 1135 South Main Street in Bowling Green, Ohio, United States. Specializing in finance, our expert coaches provide personalized guidance and support to help individuals and businesses achieve their financial goals. Whether you're looking to improve your budgeting skills, invest wisely, or plan for the future, our team is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Standing Firm Financial is a trusted finance institution located at 745 Haskins Road in Bowling Green, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you every step of the way. At Standing Firm Financial, we prioritize integrity, transparency, and customer satisfaction. Visit us today to see how we can help you secure your financial future.

Bowling Green Title Ltd is a reputable insurance agency located at 332 South Main Street in Bowling Green, Ohio, United States. With a focus on providing top-notch insurance services, Bowling Green Title Ltd is dedicated to helping individuals and businesses protect their assets and investments. With a team of experienced professionals, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, or business insurance, Bowling Green Title Ltd is committed to providing personalized service and tailored solutions to ensure peace of mind and financial security.

Edward Jones - Financial Advisor: Kevin S Cochrane is a trusted finance institution located at 1236 West Wooster Street in Bowling Green, Ohio, United States. Kevin S Cochrane is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Kevin S Cochrane will work with you to create a customized financial plan tailored to your specific needs. Visit Edward Jones - Financial Advisor: Kevin S Cochrane today to start planning for a secure financial future.

The Bowling Green Income Tax Office is a local government office located at 305 North Main Street in Bowling Green, Ohio. This institution specializes in accounting and finance services related to income tax for residents of the area. Whether you need assistance with filing your taxes, understanding tax laws, or resolving tax issues, the knowledgeable staff at the Bowling Green Income Tax Office is here to help. Visit us today for expert guidance and support with all your income tax needs.

Mary Davenport-Yant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1234 Ridgewood Drive in Bowling Green, Ohio, United States. Mary holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Mary is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals. With a focus on ethical practices and ongoing education, Mary is committed to helping her clients make informed decisions about their finances.

Raymond James Financial Services is a finance institution located at 980 West Poe Road in Bowling Green, Ohio, United States. With a focus on providing comprehensive financial services to clients, Raymond James offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing top-notch service and support.

Edward Jones - Financial Advisor: Jeff Fallon, AAMS™ is a reputable finance institution located at 170 South Main Street in Bowling Green, Ohio, United States. Jeff Fallon, a certified Accredited Asset Management Specialist, is dedicated to providing personalized financial advice 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 - Financial Advisor: Jeff Fallon, AAMS™ offers a comprehensive range of financial services tailored to meet the individual needs of each client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jeff Fallon and his team are committed to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Dave Boyk is a leading finance institution located at 1180 North Main Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Dave Boyk provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Dave Boyk is dedicated to helping individuals and families navigate the complexities of investment and retirement planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Dave Boyk and his team are committed to providing the support and expertise needed to help you succeed financially.

Evans Insurance, located at 115 North Main Street in Bowling Green, Ohio, is a trusted insurance agency that specializes in providing home loans and various types of insurance including car, home, business, and life insurance. Serving clients throughout Ohio, including Bowling Green, Perrysburg, and Toledo, Evans Home Loans and Insurance has been serving the community for over 15 years. They offer superior protection and rates by comparing options from various insurance companies and lenders. With a focus on excellent customer service, Evans Home Loans and Insurance customizes plans for each individual to meet their personal and business needs. Whether you need an insurance quote or assistance with a home purchase or refinance, they are dedicated to building relationships and treating each client as an individual. As Financial Literacy Month approaches in April, Evans Insurance also provides financial literacy resources for small business owners to help them manage their finances effectively. Additionally, they offer insurance tips for home remodel projects and debunk myths about life insurance to help clients make informed decisions. Experience the personalized service and expertise of Evans Insurance for all your insurance needs.

Rachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.

Jackson Hewitt Tax Service located at 131 West Gypsy Lane Road in Bowling Green, Ohio, United States offers a variety of tax services to help you get your biggest refund. While our tax advance loans have ended this year, our Tax Pros are still available to assist you with your tax preparation needs. Whether you prefer in-person appointments, drop-off services, or help with IRS letters, we have you covered. Our location within Walmart allows you to conveniently take care of your taxes while shopping. Book an appointment online or give us a call to reserve time with one of our expert Tax Pros. Trust Jackson Hewitt to maximize your refund and ensure that every dollar matters.

H&R Block is a leading accounting and finance institution located at 200 South Main Street in Bowling Green, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to learn more about our services and how we can help you manage your finances effectively.

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!

Tom Burichin - State Farm Insurance Agent is a trusted insurance agency located at 15076 Pearl Road in Strongsville, Ohio, United States. With years of experience, Tom is dedicated to helping his customers navigate through life's special events and unexpected challenges. He has received several prestigious recognitions for his outstanding service as a State Farm Insurance agent. Tom holds a Bachelor of Science degree from Bowling Green State University and has been actively involved in the Strongsville community for many years. As a licensed insurance agent in property, casualty, life, and health insurance, Tom offers a wide range of insurance products to meet the needs of his clients. Whether you are looking for home insurance, auto insurance, renter's insurance, or life insurance, Tom is here to help you protect what matters most.

James H Miles & Co: Miles James H CPA is a trusted accounting and finance institution located at 320 West Gypsy Lane Road in Bowling Green, Ohio, United States. With years of experience and expertise in the field, James H Miles & Co offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust James H Miles & Co to help you navigate the complexities of financial management and achieve your goals with confidence.

Kristin L. Watson, CPA is a reputable accounting and finance institution located at 1204 West Wooster Street in Bowling Green, Ohio, United States. Specializing in providing expert financial services, Kristin L. Watson, CPA offers a wide range of accounting services tailored to meet the needs of individuals and businesses alike. With a team of highly skilled professionals, clients can trust in the institution's expertise and dedication to helping them achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, Kristin L. Watson, CPA is committed to providing top-notch service and personalized solutions to ensure your financial success.

Tamy Pfaff is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Tamy Pfaff, the founder, is dedicated to helping clients achieve their retirement goals through personalized financial planning. She specializes in areas such as long-term care, Medicare, and financial planning for divorce. Tamy is an expert in the individual healthcare market and has served as President and Treasurer of the Toledo chapter of the National Association of Insurance and Financial Advisors. She was also recognized as the Savage and Associates Rising Star in 2016. Tamy graduated from Bowling Green State University in 1986 and is licensed in Life and Health insurance in Ohio. She resides in Perrysburg, Ohio, and is an active volunteer in her community. Securities and investment advisory services are offered through Osaic Wealth, Inc., and Tamy is registered in multiple states. Please note that when you visit external websites linked here, you are leaving the Tamy Pfaff website.

Carl Ireland, Attorney at Law is a reputable legal institution located at 306 Industrial Parkway in Bowling Green, Ohio, United States. As a skilled lawyer, Carl Ireland specializes in providing expert legal advice and representation in various areas of law. With a commitment to professionalism and client satisfaction, Carl Ireland, Attorney at Law is dedicated to helping individuals navigate the complexities of the legal system and achieve successful outcomes in their cases. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Carl Ireland is here to help. Contact us today to schedule a consultation and discuss your legal needs.

S & S CPA Singer & Stott Inc is a reputable accounting and finance institution located at 725 Haskins Road in Bowling Green, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses alike. Visit them today to see how they can help you achieve your financial goals.

AgCredit, ACA is a finance institution located at 111 East Gypsy Lane Road in Bowling Green, Ohio, United States. The institution offers a range of lending programs tailored to support the next generation of farmers, whether it be purchasing a farm or acquiring new equipment. AgCredit Offices will close at 12:00pm on April 8, 2024, for the Solar Eclipse, and AccountAccess is now Digital Banking. Interested individuals can apply for the Mission Fund grant program by July 31, 2024, and graduating high school seniors and current college students are eligible to apply for the 2024-2025 scholarship. AgCredit, ACA is committed to helping farmers achieve their goals and succeed in their agricultural endeavors.

Business Description for Dr. Joan E. Tamburro, DO Located at 8950 Euclid Ave, R Building, Cleveland, OH 44106, Dr. Joan E. Tamburro, DO, operates within the Cleveland Clinic main campus, specializing in pediatric dermatology. With over two decades of extensive medical training and experience, Dr. Tamburro is highly regarded for her expertise and compassionate approach to patient care.

Welcome to the Darke County Treasurer's Office Located at 504 South Broadway Street, Greenville, Ohio, the Darke County Treasurer's Office is a vital component of the local government infrastructure. Our office is dedicated to serving the financial and administrative needs of Darke County, ensuring that the county’s fiscal responsibilities are met with transparency, accuracy, and efficiency.

First Insurance Group is a trusted financial institution located at 414 East Wooster Street in Bowling Green, Ohio. As a full-service bank, we offer a wide range of services including ATM access, insurance, and financial planning. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of our customers. Visit us today to experience the convenience and expertise that First Insurance Group has to offer.

Nationwide Insurance: Robert M Stout is an insurance agency located at 1045 North Main Street in Bowling Green, Ohio, United States. They offer a variety of insurance options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing dependable car insurance plans for both old and new vehicles, as well as commercial insurance for businesses. They also specialize in helping families protect their homes and personal property with the right insurance coverage. Additionally, the agency offers life insurance options to ensure families are prepared for any eventuality. With a focus on customer service and finding the best coverage for each individual, Nationwide Insurance: Robert M Stout is a reliable choice for insurance needs in the Bowling Green area.

Petkwitz & Ketner, Inc. is an accounting and finance institution located at 725 Haskins Road in Bowling Green, Ohio, United States. As of November 5, 2020, the business has been sold to Dudley Singer, CPA of S&S CPA. Dudley, a BGSU graduate with a Master's Degree in Accounting and over 10 years of experience in public accounting, now offers tax preparation, consulting, financial statement preparation, bookkeeping, and payroll services at the same location. Former clients can expect the same high-quality service from Dudley as they received from Petkwitz & Ketner, Inc. Thank you for your past business. Darlene D Petkwitz and Mary Jo Ketner.

Premier Bank is a trusted financial institution located at 1200 North Main Street in Bowling Green, Ohio, United States. As a full-service bank, Premier Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations and a dedicated team of professionals, Premier Bank is committed to providing top-notch customer service and helping individuals and businesses achieve their financial goals. Visit Premier Bank today to experience excellence in banking and finance.

Fifth Third Bank & ATM is a trusted financial institution located at 275 South Main Street in Bowling Green, Ohio, United States. Offering a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options, Fifth Third Bank is committed to helping individuals and businesses achieve their financial goals. With convenient ATM services available 24/7, customers can easily access their funds and manage their accounts at their convenience. Visit Fifth Third Bank & ATM today to experience personalized and professional financial services.

Kress & Company, LLC is a reputable accounting and finance institution located at 980 West Poe Road in Bowling Green, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Kress & Company, LLC is the go-to institution for all your accounting and finance needs.