TOP 30 Insurance financial planning in Van Wert, Ohio

19 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.

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.

Bryan Weimerskirch - State Farm Insurance Agent is a reputable insurance agency located at 201 North Main Street in Delphos, Ohio, United States. As the spring season ushers in new beginnings, their team is dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, they are here to guide you through this season of growth and renewal. Serving Delphos, Lima, Van Wert, and surrounding communities, Bryan Weimerskirch State Farm offers a wide range of insurance options including auto, home, renter's, pet, small business, commercial auto, and life insurance. Led by Bryan Weimerskirch, a dedicated member of the Delphos community for nearly 30 years, the agency is committed to providing personalized service and top-quality products to their customers. Rhonda and Maria, experienced team members, are passionate about helping customers find the right coverage for their needs and building lasting relationships. Stevie and Sam, recent additions to the team, bring valuable experience in customer service and are eager to educate families about insurance options. Whether you need assistance with auto insurance, health insurance, or financial planning, Bryan Weimerskirch State Farm is here to help you navigate your insurance needs and protect your future dreams. Contact them today to create a Personal Price Plan tailored just for you!

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.

Tisha Fast - State Farm Insurance Agent is a reputable insurance agency located at 803 Fox Road in Van Wert, Ohio, United States. As an engaged resident of Van Wert, Tisha Fast is actively involved in various community organizations to enhance the well-being of the area and beyond. With licenses in both Ohio and Indiana, Tisha is dedicated to serving the Van Wert, Convoy, Ohio City, Middle Point, Paulding, and surrounding areas. The agency believes in tailoring insurance coverage to meet the specific needs of each customer, rather than a one-size-fits-all approach. Tisha and her team prioritize strong customer relationships and aim to simplify insurance by offering customized coverage options. With over 30 years of experience in the industry, the agency provides exceptional customer service and assistance with home, auto, and life insurance needs. Whether you have questions about coverage options, understanding your policy, or finding the right insurance provider, Tisha Fast - State Farm Insurance Agent is here to help. Contact them today for personalized insurance solutions that support your aspirations and help you build a lasting legacy.

Kyle Wheeler - State Farm Insurance Agent is an insurance agency located at 301 East Main Street in Van Wert, Ohio, United States. Across the street from the Post Office on Main Street, Kyle Wheeler and his team are dedicated to providing exceptional service to their customers. With a focus on building lasting relationships, Kyle understands the importance of being prepared for life's uncertainties. As a State Farm Agent, Kyle brings a unique perspective to every interaction, knowing that behind every policy is a story, a dream, and a future worth protecting. With a mission to help people manage risks, recover from the unexpected, and realize their dreams, Kyle and his team are committed to serving the community of Van Wert.

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.

Thrivent Financial, located at 10730 Lincoln Highway in Van Wert, Ohio, is a finance institution that believes everyone deserves a financial plan they can be confident about. Their team of financial advisors can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve your financial goals. Their free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial's financial advisors are there to help you take on the challenges and opportunities life gives you.

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.

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.

Capital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.

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.

Mark Laurent - Thrivent is a finance institution located at 1179 Westwood Drive in Van Wert, Ohio, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through Dedicated Planning Services, which provide written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services.

Carl Etzler - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. They are licensed in multiple states including AZ, FL, IN, KY, MI, MN, OH, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through their Dedicated Planning Services. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA’s Broker Check.

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.

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 Superior Credit Union, your trusted financial partner for over seven decades. Conveniently located at 202 Towne Center Boulevard, Van Wert, Ohio, we are dedicated to meeting all your banking and financial needs with a personalized touch. At Superior Credit Union, we believe in building strong relationships with our members by understanding their unique stories and providing tailored solutions. Whether you're looking to start your #SuperiorStory with us or explore how we can solve your financial challenges, we're here to help.