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TOP 30 Investment and financial advice in Bowling Green, OH
7 results found
Search for local businesses, places and services near you
Mary Davenport-Yant - Financial Advisor, Ameriprise Financial Services, LLC
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: Chad E Plontz
Edward Jones - Financial Advisor: Chad E Plontz is a well-respected finance institution located at 519 West Wooster Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Chad E Plontz provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Chad E Plontz is dedicated to providing expert advice and guidance every step of the way. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Chad E Plontz is the go-to institution for all your financial needs.
Edward Jones - Financial Advisor: Jeff Fallon, AAMS™
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.
Raymond James Financial Services
Raymond James Financial Services, located at 7600 Kings Pointe Road in Toledo, Ohio, is a trusted finance institution that offers reliable advice and steadfast support to help clients achieve lasting peace of mind. Specializing in helping clients make intentional decisions for generational wealth, their team of advisors acts as a voice of reason to guide clients through their financial journey. With a focus on providing attentive, personal service, Raymond James Financial Services takes a holistic approach to wealth management, crafting comprehensive plans that address all aspects of a client's financial world. Leveraging cutting-edge technology and world-class resources, they deliver a next-level planning experience that helps clients navigate the complexities of wealth management with confidence.
Hugh Daly - State Farm Insurance Agent
Hugh Daly - State Farm Insurance Agent is a trusted insurance agency located at 8524 Mentor Avenue in Mentor, Ohio, United States. Situated at the corner of Mentor Ave and Acacia, next door to St. Mary's Church, we have been serving the community for over 20 years. Our dedicated team, led by a Bowling Green State University graduate, is committed to helping you and your family with all your insurance needs. From life insurance to special needs trusts, we offer a wide range of services to ensure your loved ones are financially secure. We also provide tips on DIY auto maintenance to help you save on repair costs. Your privacy is important to us, so please refrain from sharing sensitive personal information.
Steve Howard
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.
Timothy Bracy - Thrivent
Timothy Bracy - Thrivent is a finance institution located at 820 North Main Street, Findlay, Ohio, United States. With state licenses in CA, MI, and OH, as well as an additional location at 1244 Ridgewood Drive Ste 4 Bowling Green, OH 43402, Timothy Bracy - Thrivent offers a range of financial services. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. 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 Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
List of local businesses, places and services in Ohio
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