TOP 30 Individual investment advisory in Ohio
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State Street Management
● OpenState Street Management is a reputable institution located at 64 State Street in Gallipolis, Ohio. As a trusted provider of financial services, State Street Management offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, State Street Management is dedicated to providing personalized and comprehensive financial planning services to its clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, State Street Management is here to help. Visit us today at 64 State Street to learn more about how we can assist you in reaching your financial objectives.
64 State St, Gallipolis, OH 45631, United States -
Eagle Strategies, LLC
● OpenEagle Strategies, LLC is a reputable finance and insurance agency located at 333 South Main Street in Marysville, Ohio, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance options, Eagle Strategies, LLC is committed to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers expert guidance and tailored strategies to meet the unique needs of each individual or business. Trust Eagle Strategies, LLC for all your financial and insurance needs.
333 S Main St, Marysville, OH 43040, United States -
Butler Capital Advisors
● OpenButler Capital Advisors is a reputable finance and insurance agency located at 28350 Kensington Lane in Perrysburg, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients manage their investments and insurance needs effectively. Whether you are looking for retirement planning, wealth management, or insurance coverage, Butler Capital Advisors is committed to providing personalized solutions to meet your financial goals. Contact them today to schedule a consultation and start securing your financial future.
28350 Kensington Ln # 100, Perrysburg, OH 43551, United States -
The Siekmann Company
● OpenThe Siekmann Company is a reputable finance, health, and insurance agency located at 9000 Memorial Drive in Plain City, Ohio, United States. With a strong commitment to providing top-notch services to their clients, The Siekmann Company offers a wide range of financial, health, and insurance products to meet the diverse needs of individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and protect their health and assets. Whether you are looking for investment advice, health insurance coverage, or risk management solutions, The Siekmann Company is your trusted partner in navigating the complex world of finance and insurance.
9000 Memorial Dr, Plain City, OH 43064, United States -
Liberty Financial Group
● OpenLiberty Financial Group is a reputable insurance agency located at 3174 Mack Road in Fairfield, Ohio. With a strong commitment to providing top-notch insurance services to individuals and businesses in the United States, Liberty Financial Group offers a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or commercial insurance, their team of experienced professionals is dedicated to helping you find the best coverage options at competitive rates. Trust Liberty Financial Group to protect what matters most to you.
3174 Mack Rd # 8, Fairfield, OH 45014, United States -
Mutual of Omaha® Advisors - Cleveland
● OpenMutual of Omaha® Advisors - Cleveland is a reputable finance and insurance agency located in Sheffield, Ohio, United States. Our experienced advisors are dedicated to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, we strive to provide top-notch financial planning and insurance services to individuals and businesses in the Cleveland area. Visit us at 5505 Detroit Road to learn more about how we can help secure your financial future.
5505 Detroit Rd Ste A, Sheffield, OH 44054, United States -
AssetBenefit
● OpenAssetBenefit is a leading health insurance agency located at 855 West 130th Street in Hinckley, Ohio, United States. Our institution specializes in providing personalized insurance solutions that protect and benefit our clients' assets. With a team of experienced professionals, we strive to offer comprehensive coverage options that prioritize the health and well-being of our customers. Whether you are looking for individual or group health insurance plans, AssetBenefit is committed to helping you find the right policy to meet your needs. Contact us today to learn more about our services and how we can help you secure a brighter, healthier future.
855 W 130th St, Hinckley, OH 44233, United States -
Carrington Financials
● OpenCarrington Financials is a reputable finance and insurance agency located at 4014 Medina Road in Akron, Ohio, United States. Our experienced team of professionals is dedicated to providing top-notch financial services and insurance solutions to individuals and businesses alike. With a commitment to excellence and a focus on customer satisfaction, Carrington Financials is the go-to institution for all your financial and insurance needs. Visit us today to experience our personalized approach and comprehensive range of services.
4014 Medina Rd #1076, Akron, OH 44333, United States -
Jason Elchert
● OpenJason Elchert is a finance and insurance agency located at 2498 Bluestone Drive in Findlay, Ohio, United States. Jason Elchert joined Savage and Associates in 2001 and has since built a large clientele within the community where he was raised. His focus is on helping individuals achieve their financial objectives and offering businesses guidance on their corporate retirement needs. Jason received a degree in mathematics from the University of Findlay and is a graduate of Arcadia local schools. He is registered in multiple states and holds the designation of Accredited Investment Fiduciary. Jason and his wife, Lindsay, live in Findlay with their three boys and are active members of the community. Securities and investment advisory services are offered through Osaic Wealth, Inc. Please note that when you visit external websites linked here, you are leaving the Jason Elchert website.
2498 Bluestone Dr Suite A, Findlay, OH 45840, United States -
Brian Nelson: Primerica - Financial Services
● OpenBrian Nelson: Primerica - Financial Services is a reputable finance and insurance agency located at 9039 North Springboro Pike in Miamisburg, Ohio, United States. With a commitment to providing top-notch financial services, Brian Nelson and his team offer a range of solutions to help individuals and families achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, clients can trust in the expertise and professionalism of the team at Brian Nelson: Primerica - Financial Services. Contact them today to learn more about how they can help secure your financial future.
9039 N Springboro Pike Suite B, Miamisburg, OH 45342, United States -
KB&P Financial Partners
● OpenKB&P Financial Partners is a reputable finance and insurance agency located at 49 East College Avenue in Springfield, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our experts are here to help. Trust KB&P Financial Partners to provide personalized solutions tailored to your unique needs and circumstances.
49 E College Ave Suite 200, Springfield, OH 45503, United States -
Schyler Malicoat, Bankers Life Agent
● OpenSchyler Malicoat, Bankers Life Agent is an insurance agency located at 9050 Centre Pointe Drive in Ohio, United States. As a trusted Bankers Life Agent, Schyler Malicoat provides personalized insurance solutions to meet the unique needs of individuals and families. With a focus on customer service and expertise in the insurance industry, clients can trust Schyler Malicoat to help them navigate the complexities of insurance coverage and find the right policies to protect their financial future. Contact Schyler Malicoat, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure peace of mind.
9050 Centre Pointe Dr # 260, West Chester Township, OH 45069, United States -
Julie Stalla, Financial Advisor | Prudential Advisors
● OpenJulie Stalla, Financial Advisor at Prudential Advisors, is a trusted finance and insurance agency located at 22255 Center Ridge Road in Rocky River, Ohio, United States. With years of experience and a commitment to providing personalized financial solutions, Julie Stalla helps clients navigate the complexities of managing their finances and securing their futures. Whether you are looking to invest for the long-term, plan for retirement, or protect your assets with insurance, Julie Stalla is dedicated to helping you achieve your financial goals. Contact Julie Stalla, Financial Advisor at Prudential Advisors, today for expert guidance and support in all your financial needs.
22255 Center Ridge Rd Suite 203, Rocky River, OH 44116, United States -
Thomas James Associates
● OpenThomas James Associates is a leading health institution located at 1095 Nimitzview Drive in Cincinnati, Ohio, United States. With a focus on providing high-quality healthcare services to patients, Thomas James Associates offers a wide range of medical treatments and procedures to meet the needs of individuals in the community. The institution is dedicated to promoting wellness and improving the overall health and well-being of its patients. With a team of experienced healthcare professionals, Thomas James Associates strives to deliver compassionate and personalized care to all who walk through its doors.
1095 Nimitzview Dr #302, Cincinnati, OH 45230, United States -
James A Gottfried Inc
● OpenJames A Gottfried Inc is a reputable medical institution located at 257 Benedict Avenue in Norwalk, Ohio, United States. Specializing in providing top-notch healthcare services, this facility is led by Dr. James A Gottfried who is dedicated to ensuring the well-being of his patients. With a focus on personalized care and cutting-edge medical treatments, James A Gottfried Inc is a trusted destination for individuals seeking high-quality healthcare services in the Norwalk area.
257 Benedict Ave, Norwalk, OH 44857, United States -
Vaughn & Company
● OpenVaughn & Company is a premier hair care institution located at 869 North Cleveland Massillon Road in Akron, Ohio. Our team of skilled and experienced stylists are dedicated to providing top-notch services to help you achieve the perfect look for any occasion. From haircuts and styling to color treatments and hair extensions, we offer a wide range of services to cater to your individual needs. Visit us today and experience the difference at Vaughn & Company.
869 N Cleveland Massillon Rd, Akron, OH 44333, United States -
Independent Capital Management
● OpenIndependent Capital Management is a finance institution located at 120 Hillcrest Drive in Coldwater, Ohio, United States. Our mission is to serve as your most trusted advisor, providing professional knowledge, integrity, and personalized service. Whether you are seeking guidance on insurance, investing, retirement planning, estate planning, or wealth preservation, our team of independent advisors is here to help. We work with individuals, families, self-employed individuals, small businesses, and corporations to help them achieve their financial goals. In addition to personal financial planning, we offer services such as setting up 401K plans and simple IRA plans. Securities and investment advisory services are offered through Osaic Wealth, Inc., a registered investment advisor. Please note that Independent Capital Management is not affiliated with Osaic Wealth, Inc. and is not registered as a broker-dealer or investment advisor. Our services are available to residents of FL, IN, KY, OH, and PR. We strive to represent our clients' best interests at all times and are committed to helping them succeed financially. When you choose to work with us, you can rest assured that you are in good hands. Visit our website for more information and to learn about the opportunities available to you when you take a proactive approach to your financial future.
120 Hillcrest Dr, Coldwater, OH 45828, United States -
Golden Reserve
● OpenGolden Reserve is a reputable finance institution located at 138 West High Street in Lima, Ohio, United States. With a strong focus on providing top-notch financial services to its clients, Golden Reserve is known for its expertise in wealth management, investment advisory, and retirement planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized strategies and exceptional customer service. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Golden Reserve is dedicated to helping you make informed financial decisions and secure a prosperous future.
138 W High St, Lima, OH 45801, United States -
Northwest Capital Financial Group, LLC
● OpenNorthwest Capital Financial Group, LLC is a finance institution located at 1036 Chelsea Avenue in Napoleon, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, Northwest Capital Financial Group, LLC is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.
1036 Chelsea Ave, Napoleon, OH 43545, United States -
Shaw-Wyse Inc
● OpenShaw-Wyse Inc is a well-established finance institution located at 218 Depot Street in Wauseon, Ohio, United States. With a strong reputation for providing expert financial services, Shaw-Wyse Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Shaw-Wyse Inc has a team of experienced professionals ready to help you achieve your financial goals. Visit us today to learn more about how Shaw-Wyse Inc can help you secure your financial future.
218 Depot St, Wauseon, OH 43567, United States -
Strategic Financial Resources
● OpenStrategic Financial Resources is a finance institution located at 211 West Sycamore Street in Columbus Grove, Ohio, United States. We provide securities and advisory services through Osaic Wealth, Inc., as well as insurance services through Strategic Financial Resources. Our website features interesting videos and calculators for your financial needs. Please note that we are not affiliated with Osaic Wealth, Inc. and this communication is intended for individuals in specific states only. Visit us to learn more about our services and check the background of our investment professionals.
211 W Sycamore St, Columbus Grove, OH 45830, United States -
Jamie Monagan
● OpenJamie 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.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Sean Savage
● OpenSean 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.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Bob Koenigbauer
● OpenBob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Russ Karban
● OpenRuss 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.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Lincoln Boyle
● OpenLincoln Boyle is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Lincoln, a former member of the U.S. armed forces, specializes in individual wealth management and retirement plan services for corporations. He graduated from Bowling Green State University in 2005 and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). Securities registered in FL, GA, IN, MI, OH, SC, WI. Lincoln, along with his wife Emily and son Barrett, reside in Perrysburg and enjoy traveling and the outdoors. The institution is affiliated with Savage and Associates, Inc., and offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. They offer securities in various states across the United States. Please note that when visiting external websites linked to this institution, the completeness and accuracy of information provided there cannot be guaranteed.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Savage & Associates - Steve Cochran
● OpenSavage & 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.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Scott Toland
● OpenScott Toland is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Scott's main focus is on helping clients plan for their future by creating specific financial plans tailored to each individual's goals. He provides strategies such as tax-saving methods and prioritizes structure over rate of return to help maximize income during retirement. Scott is a graduate of Toledo’s Central Catholic High School and Siena Heights University, where he studied business and history. A Maumee native, Scott enjoys spending time with his family in Northern Michigan during the summer. He is a dedicated fan of the University of Michigan, Dallas Cowboys, and Detroit Tigers. In his free time, Scott enjoys outdoor activities, traveling, playing the piano, and learning about history.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Tom Lindsay
● OpenTom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Steve Howard
● OpenSteve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.
655 Beaver Creek Cir, Maumee, OH 43537, United States
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