TOP 30 Individuals financial services in Bowling Green, Ohio

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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.

Wood County Job and Family Services is a government agency located at 1928 East Gypsy Lane Road in Bowling Green, Ohio. We are dedicated to providing support and resources to individuals and families in need within the Wood County community. Our services include assistance with employment, childcare, food and financial support, and access to healthcare. Our goal is to help individuals achieve self-sufficiency and improve their overall quality of life. Visit us today to learn more about how we can help you and your family.

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.

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.

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.

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.

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.

Coburn Bookkeeping & Tax Service is a reputable accounting and finance institution located at 315 Parkview Drive in Bowling Green, Ohio, United States. With years of experience in the industry, our team of experts provides top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, our dedicated staff is here to assist you every step of the way. Trust Coburn Bookkeeping & Tax Service for all your accounting needs.

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.

St. Aloysius Catholic Preschool, located at 312 Clough Street in Bowling Green, Ohio, is a school that prioritizes low student teacher ratios to ensure a strong foundation for all students. Our institution fosters a sense of family and provides individualized instruction at all levels. We hold high standards for student achievement and offer challenging academics with intervention services when needed, from Preschool to Kindergarten Readiness and K-8 programs. Our Catholic faith is at the core of our values, and we work alongside parents to help students develop a personal relationship with Jesus and nurture Christian values, emphasizing respect for self and others. Financial aid opportunities, including full tuition scholarships and assistance through programs like Ed Choice Provider and Jon Peterson Special Needs and Autism Scholarships, make a private school education affordable for all families.

University House is a vibrant and welcoming institution located in Bowling Green, Ohio, United States. As a hub of academic excellence and community engagement, University House offers a wide range of educational programs and services for students, faculty, and staff. The institution prides itself on fostering a supportive and inclusive environment where individuals can thrive and succeed in their academic and personal pursuits. With state-of-the-art facilities and a dedicated team of professionals, University House is committed to providing a top-tier educational experience for all who walk through its doors.

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.

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.

New York Life is an insurance agency located at 936 Robinwood Lane, Bowling Green, Ohio, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and estate planning services. With over 12,000 agents nationwide, they offer tailored solutions to meet individual needs and budgets. New York Life is committed to diversity, responsibility, and service, and operates for the benefit of policy owners. They have the highest financial strength ratings and have a mission to make the world a better place through charitable giving and community engagement. Their New York Life Foundation supports educational enhancement, childhood bereavement, and other community initiatives. Overall, New York Life is dedicated to helping individuals, families, and communities thrive, providing resources and tools for a secure financial future.

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!

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.

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.

Farmers Insurance - Natty Loeschke is an insurance agency located at 315 North Main Street in Bowling Green, Ohio, United States. At Natty Loeschke's Agency, you can expect to work with experienced staff dedicated to helping you protect your assets and set you up for success. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, we have you covered. We offer competitive rates and discounts to help you save money while ensuring you have the coverage you need. Contact us today for a personalized insurance quote and let us help you secure a solid financial plan for the future. We are committed to providing you with the best insurance options to meet your needs.

Modern Woodmen of America, located at 707 Haskins Road in Bowling Green, Ohio, is a finance and insurance agency that has been serving families and communities since 1883. As a member, you can access a range of high-quality financial products to meet your needs and plan for the future. Our dedicated representatives are here to help you make the right financial decisions and achieve your goals. Join us in making a positive impact on your community and supporting causes that are important to you. Whether you are a modern man or woman, we are here to help you clear financial burdens and protect your family. Explore our website to learn more about our services and how we can work together to plan for life's most important goals.

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.

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.

Lincoln 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.

Tom 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.

Steve 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.

Best Fit CPA is a top-rated accounting firm located at 500 Lehman Avenue in Bowling Green, Ohio. Our team of experienced CPAs provides a wide range of services to meet the financial needs of individuals and businesses alike. From tax preparation and planning to bookkeeping and consulting, we are dedicated to finding the best fit solutions for our clients. With a commitment to excellence and personalized service, Best Fit CPA is the trusted choice for all your accounting needs.

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.

The William Vaughan Company is a leading accounting and finance institution located at 175 East Washington Street in Bowling Green, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.

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.