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TOP 30 Investment group in Lima, OH
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Legacy Group Planning
Legacy Group Planning, located at 315 North Elizabeth Street in Lima, Ohio, is a finance institution dedicated to helping members plan for retirement and secure their financial future. Our team strives to create straightforward retirement strategies tailored to the individual needs of each member, focusing on protecting their principal and providing reasonable returns over time. We offer products such as fixed index annuities and life insurance policies to help our members achieve their financial goals. With a commitment to loyalty and personalized service, Legacy Group Planning works to safeguard the assets that our members and their loved ones have worked hard to build. Our experienced team, including Kim Allen and Scott Allen, is licensed to provide insurance services in Ohio. Please note that this website is for informational purposes only and does not constitute a solicitation for products or investments. Consult with a legal or tax professional for personalized guidance on your financial situation.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 3650 Allentown Road in Lima, Ohio, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the team at Wells Fargo Advisors is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a reputation for integrity, Wells Fargo Advisors is a top choice for individuals and businesses seeking sound financial advice and guidance.
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