Individual investment planning in Wooster, Ohio

Franklin Investment Services is a reputable finance institution located at 404 West Liberty Street in Wooster, Ohio, United States. With a dedicated team of financial experts, Franklin Investment Services offers a wide range of investment solutions tailored to meet the unique needs and goals of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Franklin Investment Services is committed to providing personalized and professional financial advice and guidance. Trust Franklin Investment Services to help you navigate the complex world of finance and achieve your financial goals with confidence.

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.

Western & Southern Life Insurance Company is an insurance agency located at 2914 Cleveland Road, Wooster, Ohio, United States. We offer a variety of products to help you plan for your financial future, whether for personal or business needs. Our personalized guidance and solutions are tailored to your specific goals and circumstances. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to providing high-quality products and services, we are here to help you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Please note that not all Agents are registered to sell securities, so be sure to speak to someone who is licensed if you have specific investment needs. Western & Southern Life is the marketing name for The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company, both of which are financially responsible for their own products and services. We do not provide legal or tax advice, so it's always best to consult with a professional in those areas. Our financial strength ratings apply to the individual member insurance companies affiliated with Western & Southern, and we work with third-party content providers to ensure accuracy and reliability. By clicking on external links, you may be subject to the policies of those websites. Trust in Western & Southern Life Insurance Company to support you on your financial journey.

Northwestern Mutual is a reputable finance and insurance agency located at 2345 Gateway Drive in Wooster, Ohio, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to individual needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to providing top-notch service and expertise to help you navigate the complexities of financial planning.

Bob 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.

Marvin Wealth Management is a prominent finance institution located at 441 East Beverly Road in Wooster, Ohio, United States. With a focus on providing comprehensive financial planning and investment management services, Marvin Wealth Management is dedicated to helping clients achieve their financial goals and secure their future. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Marvin Wealth Management is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a solid foundation for success.

Sustar Financial Group is a leading finance institution located at 4379 Cleveland Road in Wooster, Ohio, United States. Our dedicated team of financial experts offers a wide range of services including investment management, retirement planning, insurance solutions, and more. With a focus on personalized service and tailored financial strategies, we are committed to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Sustar Financial Group can support your financial needs.

Legacy Retirement Advisors is a leading finance institution located at 4329 Cleveland Road in Wooster, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for a secure and prosperous retirement. We offer personalized financial planning services, investment management, and retirement income strategies to help our clients achieve their long-term financial goals. At Legacy Retirement Advisors, we are committed to providing expert guidance and exceptional service to ensure our clients have a successful and worry-free retirement.

Merrill Lynch Wealth Management is a prestigious finance institution located at 543 Riffel Road in Wooster, Ohio, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced financial advisors are dedicated to providing personalized strategies tailored to your individual needs. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.

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.

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.

Richard Pate is a financial advisor at Ameriprise Financial Services, LLC located at 621 Wooster Pike in Terrace Park, Ohio, United States. He offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. Richard provides regular reviews and updates to help clients adjust their approach as life changes. To schedule a complimentary initial consultation or learn more about financial planning concepts, interested individuals can contact Richard Pate. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Richard Pate's registration status in specific states.

Edward Jones - Financial Advisor: Kayla A Grimslid, CFP®|AAMS™ is a reputable financial institution located at 614 Wooster Pike in Terrace Park, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Kayla Grimslid offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Visit us today to start planning for a secure financial future.

LRC Magic Investors is a finance institution located at 194 Wooster Road North in Barberton, Ohio, United States. Specializing in investment opportunities, LRC Magic Investors offers a range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LRC Magic Investors is dedicated to providing personalized solutions and expert advice to support their clients in making sound investment decisions. Whether you are looking to grow your wealth, plan for retirement, or expand your business, LRC Magic Investors is committed to helping you succeed financially.

Lincoln Financial Advisors, located at 2721 Christmas Run Boulevard in Wooster, Ohio, is a leading financial institution specializing in providing comprehensive financial planning and investment services. With a team of experienced advisors, Lincoln Financial Advisors offers personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Lincoln Financial Advisors is dedicated to providing expert guidance and support every step of the way. Visit us today to learn more about how we can help you build a solid financial foundation.

Edward Jones - Financial Advisor: Andy Jones, CFP® is a reputable finance institution located at 2056 Portage Road in Wooster, Ohio, United States. As a Certified Financial Planner, Andy Jones offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is dedicated to providing top-tier financial services to individuals and families in the Wooster area. Visit us today to start planning for a secure financial future with the help of a trusted advisor like Andy Jones.

Orion Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 290 East Milltown Road in Wooster, Ohio, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device and have regular reviews to adjust strategies as needed. The institution also provides complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can access background and qualification information through FINRA's BrokerCheck website. The institution values privacy and security, with measures in place to protect client information. Whether planning for retirement, education, or a major purchase, Orion Financial Group is committed to helping clients achieve their financial goals.

Cochrell Financial, Inc. is a reputable finance institution located at 1725 Cleveland Road in Wooster, Ohio, United States. With a strong commitment to providing top-notch financial services, Cochrell Financial, 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 managing your finances, the experienced team at Cochrell Financial, Inc. is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 290 East Milltown Road, Wooster, Ohio, United States. Jeffrey Kota holds various 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®, CFP®, 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 showcase Jeffrey Kota's expertise in asset management, retirement planning, estate planning, investment strategies, and more. They are dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Corree D Kaylor is a financial advisor at Ameriprise Financial Services, LLC, located at 290 East Milltown Road in Wooster, Ohio, United States. She offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. By documenting goals and regularly reviewing progress, Corree helps clients adapt their approach as life changes. Clients can access their accounts and track progress securely from any device. Corree is registered in specific states for conducting securities business and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future results, but aims to help clients achieve their goals. Clients can refer friends and family for financial guidance, and can expect to hear from Corree soon after. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and adheres to strict privacy and security regulations.

Edward Jones - Financial Advisor: Kaleb Reed is a reputable finance institution located at 543 Riffel Road in Wooster, Ohio, United States. As a dedicated financial advisor, Kaleb Reed provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Kaleb Reed is committed to helping individuals and families secure their financial futures. Contact Kaleb Reed today to learn more about how he can assist with your financial planning needs.

Stifel is a reputable finance institution located at 121 North Market Street in Wooster, Ohio, United States. Known for their expertise in financial services, Stifel offers a wide range of investment solutions and wealth management services to help clients achieve their financial goals. With a strong commitment to customer satisfaction and a team of experienced professionals, Stifel is a trusted partner for individuals and businesses looking to grow and protect their assets.

Edward Jones - Financial Advisor: Dan Fagert is a reputable finance institution located at 543 Riffel Road in Wooster, Ohio, United States. As a trusted financial advisor, Dan Fagert provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Dan Fagert is dedicated to helping individuals and families secure their financial future.

Tracy Boorman - Thrivent is a financial institution located at 350 Beall Avenue in Wooster, Ohio, United States. Our focus is on providing financial guidance that helps individuals connect their faith with their finances. We serve clients in Northeast Ohio and beyond, offering licensing through the State Insurance Department's website. While we do not provide legal, accounting, or tax advice, our team of financial professionals can assist with a review and analysis of your financial situation. Clients may choose to engage further with our Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Our advisors are credentialed to provide investment advisory services, and you can learn more about our team on FINRA's Broker Check. For more information on professional designations and requirements, visit our website at thrivent.com/designations.

LPL Financial- Robin LaRue-Beasley is a finance institution located at 405 West Liberty Street in Wooster, Ohio, United States. With a focus on providing personalized financial services and expert guidance, Robin LaRue-Beasley and her team at LPL Financial are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, LPL Financial offers a range of financial solutions tailored to meet your individual needs. Visit their office in Wooster today to learn more about how they can help you secure your financial future.

Ryan Spengler - Thrivent is a finance institution located at 127 East Liberty Street in Wooster, Ohio. As a Christian Financial Professional, Ryan Spengler offers dedicated planning services to clients in Wooster, Wayne County, and surrounding areas in Northeast Ohio. He is licensed in multiple states, including AL, AZ, CA, CO, FL, GA, IA, IN, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, and WV. Ryan Spengler serves clients in Wooster, Akron, Cleveland, and Northeast Ohio, helping them navigate their financial journey with education and guidance. Whether you are just starting out, in the middle of life, or planning for retirement, Ryan can provide valuable financial resources. He is available for in-person meetings at his office locations or virtually through digital platforms.

LPL Financial is a leading finance institution located at 405 West Liberty Street in Wooster, Ohio, United States. With a focus on providing comprehensive financial services and investment solutions, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. The institution offers a wide range of services including wealth management, retirement planning, and investment advisory services. With a team of experienced financial professionals, LPL Financial is committed to delivering personalized solutions tailored to meet the unique needs of each client.

Ryan Spengler - Thrivent is a finance institution located at 3922 Clock Pointe Trail, Stow, Ohio, United States. Ryan Spengler is a Christian Financial Professional providing dedicated planning services to clients in Wooster, Wayne County, and surrounding areas in Northeast Ohio. He is licensed in multiple states and offers financial services to individuals and families at all stages of life, from starting out to retirement planning. As a Financial Professional, Ryan approaches his work as an educator first, helping clients navigate their financial journey with confidence. He is available for in-person meetings at various office locations or virtually through digital platforms. Ryan is also involved in leadership roles with Thrivent, assisting individuals interested in transitioning to the financial advisor role.

Anfang III William F is a prestigious law firm located at 434 North Market Street in Wooster, Ohio, United States. Specializing in various areas of law, the institution is renowned for its expert legal services and dedication to achieving the best possible outcomes for its clients. With a team of experienced lawyers, Anfang III William F is committed to providing top-notch legal representation and advice to individuals and businesses alike. Whether you are in need of assistance with a personal injury case, family law matter, or business dispute, you can trust Anfang III William F to handle your legal needs with professionalism and expertise. Contact them today to schedule a consultation and learn how they can help you navigate the complexities of the legal system.

Ralph Lehman is a prestigious institution located at 2171 Eagle Pass in Wooster, Ohio, United States. Specializing in accounting, finance, and legal services, Ralph Lehman is dedicated to providing expert advice and guidance to individuals and businesses in need of financial and legal assistance. With a team of experienced professionals, Ralph Lehman offers a wide range of services to help clients navigate the complexities of the financial and legal landscape. Whether you are looking for assistance with tax planning, investment strategies, or legal representation, Ralph Lehman is committed to helping you achieve your goals and secure a prosperous future.