TOP 10 Investment advisor in Maumee, OH
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First Financial Group of Ohio
● OpenFirst Financial Group of Ohio is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a commitment to providing top-notch financial services, they offer a wide range of products including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals work closely with clients to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, First Financial Group of Ohio is dedicated to helping you succeed.
1745 Indian Wood Cir, Maumee, OH 43537, United States -
Retirement Guys
● ClosedRetirement Guys is a trusted investment firm located at 1700 Woodlands Drive, Maumee, Ohio, United States. Our mission is to help you manage your assets and provide financial planning services so you can enjoy your retirement with peace of mind. With over 25 years of experience, we offer a simple and transparent asset management fee structure. Our fiduciary approach to money management ensures that your assets are protected against risk. At Retirement Guys, we can assist you with distributing and reallocating your retirement savings in a tax-efficient manner, while reducing unnecessary fees. We offer a range of investment options, including Taxable, Tax-Deferred, and Tax-Free accounts, to help you build a personalized strategy for your financial goals.
1700 Woodlands Dr, Maumee, OH 43537, United States -
Gloria Sheline, CFP
● OpenGloria Sheline, CFP is a reputable financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in comprehensive financial planning services, Gloria Sheline, CFP is led by a team of certified financial professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, this institution provides tailored financial solutions to individuals and businesses alike. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Gloria Sheline, CFP is committed to providing top-notch financial services to meet your needs.
1700 Woodlands Dr STE 100, Maumee, OH 43537, United States -
Derek Cipiti - Thrivent
● ClosedDerek Cipiti - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services 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. They have licensed agents and representatives to provide these services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
6546 Weatherfield Ct Bldg B, Ste 2, Maumee, OH 43537, United States -
Kenneth Meinecke - Thrivent
● ClosedKenneth Meinecke - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides 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, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agents/producers of Thrivent are registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about their financial advisors. For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
6546 Weatherfield Ct Bldg B, Ste 2, Maumee, OH 43537, United States -
Kelly Savage
● ClosedKelly Savage is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 1993, Kelly Savage has been dedicated to helping individuals achieve their dreams and goals through sound financial planning. As a life and qualifying member of the Million Dollar Round Table and an accredited Investment Fiduciary, Kelly is committed to providing expert advice and tools to protect her clients and their families. She believes in giving back to the community and has served on various boards, including The American Cancer Society and the University of Toledo’s Athletic Committee. Kelly is a graduate of Notre Dame Academy and The University of Toledo, where she was a standout basketball player. She is passionate about helping others and enjoys golfing, watching sports, and supporting the less fortunate with her husband, Kim. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that when you visit external websites linked from this page, you are leaving the Kelly Savage website.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Chase Canning - Thrivent
● ClosedChase Canning - Thrivent is a finance institution located at 6546 Weatherfield Court in Maumee, Ohio, United States. Our team of financial experts is dedicated to helping individuals and businesses achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Chase Canning - Thrivent is committed to helping our clients secure their financial futures.
6546 Weatherfield Ct Building B Suite 2, Maumee, OH 43537, United States -
Chris Heerdegen
● OpenChris Heerdegen is a finance institution located at 1760 Manley Road, Maumee, Ohio, United States. For over 31 years, Chris has been helping small business owners and everyday, hardworking people plan for the retirement lifestyles they desire. He offers recommendations to help protect retirement savings and creates comprehensive plans tailored to each client's unique financial goals and quality of life issues. As a part-time college instructor teaching retirement planning courses, Chris has the ability to break down financial concepts into clear and simple terms. With a focus on protecting family financial security and helping clients increase their net worth, Chris provides a diversified approach to financial planning that balances income growth with risk tolerance. As a registered representative of MML Investors Services, LLC, Chris offers securities, investment advisory, and financial planning services. The institution also includes financial planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT). The culture at Chris Heerdegen values teamwork, client service, and community involvement. The institution recently hosted its 7th Annual Silent Auction in support of The Victory Center, showcasing its commitment to giving back to the community. Chris Heerdegen is a trusted and experienced guide for individuals planning for the retirement of their dreams.
1760 Manley Rd, Maumee, OH 43537, United States -
Chandler Fitzgerald
● ClosedChandler Fitzgerald is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Chandler aims to reduce stress in his client's lives by creating individualized financial plans tailored to their needs. He values clear and transparent communication to build lasting relationships with his clients. Chandler holds a bachelor's degree in business administration with a minor in finance from Pensacola Christian College in Florida. With a calm and easy-going personality, Chandler enjoys staying active with sports such as basketball, football, soccer, and weightlifting. Despite growing up in Michigan, his favorite sports team is the Ohio State Buckeyes.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Mosley Glick O'Brien, Inc.
● ClosedMosley Glick O'Brien, Inc. is a respected institution located at 571 Longbow Drive in Maumee, Ohio, United States. With a reputation for excellence in their field, they offer a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, investment management, or retirement planning, the team at Mosley Glick O'Brien, Inc. is dedicated to helping you achieve your goals. Their knowledgeable and experienced staff are committed to providing top-notch service and personalized solutions to help you make the most of your financial resources. Visit them today to see how they can help you secure your financial future.
571 Longbow Dr Suite A, Maumee, OH 43537, United States -
CLA (CliftonLarsonAllen)
● ClosedCLA (CliftonLarsonAllen) is a reputable institution located at 1785 Indian Wood Circle in Maumee, Ohio, United States. Specializing in accounting and finance, CLA offers a wide range of services to individuals and businesses. CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, provides investment advisory services. As a member of the CLA Global network, CLA (CliftonLarsonAllen LLP) is part of an international organization of independent accounting and advisory firms. Please note that CLA Global Limited, a UK private company limited by guarantee, does not provide accountancy services to clients. CLA (CliftonLarsonAllen LLP) operates independently and is not an agent of any other member firm within the CLA Global network. The institution is committed to providing high-quality services and upholding the highest standards of professionalism in the field of accounting and finance.
1785 Indian Wood Cir, Maumee, OH 43537, United States
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