TOP 30 Investment management in Holland, Ohio
27 results found
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Holland Management
● OpenHolland Management is a healthcare institution located at 925 East 26th Street in Ashtabula, Ohio, United States. Our dedicated team of healthcare professionals provides top-quality medical services and personalized care to patients of all ages. With a focus on promoting wellness and improving the overall health of our community, Holland Management offers a wide range of healthcare services, including primary care, specialty care, and preventive health programs. Our state-of-the-art facility and compassionate staff make us a trusted healthcare provider in the Ashtabula area. Visit us today and experience the difference at Holland Management.
925 E 26th St, Ashtabula, OH 44004, United States -
Financial Advisors for Realtors and Law Firm Owners - Wurz Financial Services - Holland, OH
● OpenWurz Financial Services is a trusted institution providing expert financial advice and services tailored specifically for realtors and law firm owners. Located in Holland, Ohio, our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest in real estate or grow your law firm, we offer personalized solutions to help you make informed decisions and maximize your financial success. Visit us at 6904 Spring Valley Drive to learn more about how Wurz Financial Services can assist you in reaching your financial objectives.
9674, 6904 Spring Valley Dr #301, Holland, OH 43528, United States -
Hollander & Associates, LLC
● OpenHollander & Associates, LLC is a reputable finance institution located at 4350 Glendale Milford Road in Cincinnati, Ohio, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and support. Contact us today to learn more about how we can assist you with your financial needs.
4350 Glendale Milford Rd, Cincinnati, OH 45242, United States -
Whetro Wealth Management
● OpenWhetro Wealth Management, located at 4169 North Holland Sylvania Road in Toledo, Ohio, is a finance institution dedicated to providing personalized financial planning services to help clients achieve their goals. With the Whetro Service Standard, clients can expect a commitment to going above and beyond in creating a customized plan tailored to their individual needs. Led by Tim Whetro and his experienced team, Whetro Wealth Management offers nearly 35 years of expertise in financial planning, investment planning, insurance planning, and tax planning. By building strong relationships with clients based on knowledge and understanding, the team aims to help clients better comprehend their wealth, investments, and long-term financial goals.
4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, United States -
Pino Holly Wealth Management
● OpenPino Holly Wealth Management, located at 4159 North Holland Sylvania Road in Toledo, Ohio, is a finance institution that offers a world-class wealth management and financial planning platform. Backed by parent company B. Riley Wealth, clients can access a full suite of services including brokerage, investment management, insurance, and tax preparation. Our financial professionals provide consultative investment advice tailored to each client's financial goals, with access to extensive capital market products and services, including award-winning equity research through B. Riley Securities. Whether you are an individual, family, business, or non-profit organization, our team has the expertise, experience, and resources to help you achieve your financial goals.
4159 N Holland Sylvania Rd #204, Toledo, OH 43623, United States -
The Holland Wealth Management Team - UBS Financial Services Inc.
● OpenThe Holland Wealth Management Team at UBS Financial Services Inc. is a leading financial institution located at 2055 Crocker Road in Westlake, Ohio, United States. With a focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our team is here to provide expert guidance and support every step of the way. Trust in the Holland Wealth Management Team to help you secure a more prosperous financial future.
2055 Crocker Rd Suite 201, Westlake, OH 44145, United States -
Holland Properties Ohio, LLC
● OpenHolland Properties Ohio, LLC is a reputable real estate agency located at 483 Abbe Road North in Elyria, Ohio, United States. With a team of experienced and knowledgeable real estate agents, Holland Properties Ohio, LLC specializes in helping clients buy, sell, and rent residential and commercial properties in the Elyria area. Whether you are looking for your dream home or seeking to invest in real estate, Holland Properties Ohio, LLC is dedicated to providing top-notch service and guidance every step of the way. Contact them today to start your real estate journey!
483 Abbe Rd N, Elyria, OH 44035, United States -
Anthony Scott, Bankers Life Agent
● OpenAnthony Scott, Bankers Life Agent is an insurance agency located at 1657 Holland Road, Maumee, Ohio, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the right coverage for your needs. Planning for long-term care is crucial in today's world, and our agents are here to help you prepare and have important discussions with your loved ones. At Bankers Life, we are currently recruiting for agent, manager, and investment professional opportunities. If you are passionate about helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. With unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office, you can achieve more with Bankers Life. Contact us today to start planning your financial future.
1657 Holland Rd B, Maumee, OH 43537, United States -
Joseph Long, Bankers Life Agent
● OpenJoseph Long, Bankers Life Agent is an insurance agency located at 1657 Holland Road, Maumee, Ohio, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. As the need for long-term care becomes increasingly important, our agents are here to help you prepare and plan for the future. If you are interested in a career in insurance, Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our training programs are award-winning and designed to help you succeed in achieving a financially secure retirement for your community. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Start planning your future with Joseph Long, Bankers Life Agent today!
1657 Holland Rd Ste B, Maumee, OH 43537, United States -
Dennis Rife
● OpenDennis Rife is a finance professional located at 655 Beaver Creek Circle in Maumee, Ohio, United States. He has been with Savage and Associates since 1993, working with business professionals and teachers to plan for their retirements and children's college education. Dennis holds a Bachelor of Science degree in Business Administration with a specialization in Finance from Bowling Green State University. He is also a Deacon in the Catholic Church and is pursuing a Masters of Theology at Lourdes University. Securities registered in multiple states, Dennis and his wife Jeannie live in Holland, Ohio with their four children. In his free time, Dennis enjoys golfing, coaching various sports, and supporting the community. Savage and Associates, Inc. offers securities and investment advisory services through Osaic Wealth, Inc., with services available in numerous states.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Scott Walsh
● OpenScott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Wurz Financial Services
● OpenWurz Financial Services is a trusted finance institution located at 6904 Spring Valley Drive in Holland, Ohio, United States. With a dedication to providing personalized financial solutions, our team of experts offers a wide range of services including investment planning, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Wurz Financial Services is committed to helping you achieve your goals. Visit us today and let us guide you towards a brighter financial future.
6904 Spring Valley Dr #301, Holland, OH 43528, United States -
Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™
● OpenEdward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™ is a reputable finance institution located at 7010 Spring Meadows Drive West in Holland, Ohio, United States. Laura Emerson Slusher, a certified AAMS™ financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Laura Emerson Slusher and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
7010 Spring Meadows Dr W #103, Holland, OH 43528, United States -
MPM Wealth Advisors
● OpenMPM Wealth Advisors is a leading financial institution located at 7429 International Drive in Holland, Ohio, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, MPM Wealth Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
7429 International Dr Suite A, Holland, OH 43528, United States -
Roberts Financial Group
● OpenRoberts Financial Group is a leading finance institution located at 4149 North Holland Sylvania Road in Toledo, Ohio, United States. With a strong reputation for providing expert financial services, Roberts Financial Group offers a wide range of solutions to meet the unique needs of its clients. From investment planning and wealth management to retirement savings and insurance services, the experienced team at Roberts Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Visit their office today to learn more about how they can assist you in securing a stable financial future.
4149 N Holland Sylvania Rd # 4, Toledo, OH 43623, United States -
Legacy Group Planning
● OpenLegacy Group Planning, located at 1590 Albon Road in Holland, Ohio, is a finance institution dedicated to helping members plan for retirement and preserve their financial security during their golden years. Our team works tirelessly to create retirement strategies that are simple, straightforward, and tailored to the individual needs of our members. We prioritize loyalty to our members and go above and beyond to protect the assets they have worked hard to build over a lifetime. At Legacy Group Planning, we understand that a sustainable retirement income is crucial for retirees. That's why we focus on protecting your principal and helping you choose the right retirement strategy to prevent financial losses. Whether it's through fixed index annuities, life insurance policies, or other products, we aim to provide reasonable rates of return over time while safeguarding your hard-earned money.
1590 Albon Rd Suite 40, Holland, OH 43528, United States -
Macino Financial Services
● OpenMacino Financial Services is a leading finance institution located at 1142 Corporate Drive in Holland, Ohio, United States. With a team of experienced professionals, Macino Financial Services offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Macino Financial Services is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
1142 Corporate Dr, Holland, OH 43528, United States -
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2727 North Holland Sylvania Road, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of its clients. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert financial advice tailored to individual needs. From asset management to retirement planning, estate planning to investment strategies, the team at Tina S Jordan is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the advisors at Tina S Jordan have the expertise to guide you through the complexities of financial planning. With a focus on ethics, professionalism, and continuous education, the institution strives to provide the highest level of service to its clients.
2727 N Holland Sylvania Rd # K, Toledo, OH 43615, United States -
Fifth Third Securities - Adam Brentlinger
● OpenFifth Third Securities - Adam Brentlinger is a finance institution located at 6600 Airport Highway in Holland, Ohio, United States. Offering a wide range of financial services, including investment planning, wealth management, and retirement planning, Fifth Third Securities - Adam Brentlinger is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, this institution provides personalized advice and strategies to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Fifth Third Securities - Adam Brentlinger is committed to providing exceptional service and support.
6600 Airport Hwy, Holland, OH 43528, United States -
Fifth Third Preferred - Darci Lingle
● OpenFifth Third Preferred - Darci Lingle is a financial institution located at 6600 Airport Highway in Holland, Ohio, United States. Specializing in personalized financial services, Fifth Third Preferred offers a wide range of banking and investment options to meet the unique needs of each client. With a focus on providing top-notch customer service and expert financial advice, Fifth Third Preferred - Darci Lingle is dedicated to helping individuals and businesses achieve their financial goals.
6600 Airport Hwy, Holland, OH 43528, United States -
Fockler Financial
● OpenFockler Financial is a reputable finance institution located at 4159 North Holland Sylvania Road in Toledo, Ohio, United States. With a team of experienced professionals, Fockler Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Fockler Financial is committed to providing personalized solutions tailored to your specific needs. Trust Fockler Financial to guide you towards a secure financial future.
4159 N Holland Sylvania Rd, Toledo, OH 43623, United States -
Informative Financial Services
● OpenInformative Financial Services is a reputable finance institution located at 4159 North Holland Sylvania Road in Toledo, Ohio, United States. Our dedicated team of financial experts is committed to providing clients with comprehensive and reliable financial services. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs and goals of each individual. With a focus on transparency and education, we strive to empower our clients to make informed financial decisions. Visit us today to learn more about how we can help you achieve your financial goals.
4159 N Holland Sylvania Rd, Toledo, OH 43623, United States -
J L Morgan Inc
● OpenJ L Morgan Inc is a reputable accounting and finance institution located at 621 North Eber Road in Holland, Ohio, United States. With a strong track record of providing top-notch financial services, J L Morgan Inc is known for its expertise in accounting and finance. Whether you are an individual or a business looking for professional financial advice and services, J L Morgan Inc is the institution to trust. Their experienced team is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease.
621 N Eber Rd, Holland, OH 43528, United States -
Bahret & Associates Co. L.P.A
● OpenBahret & Associates Co. L.P.A is a reputable law firm located at 7131 Spring Meadows Drive West, Holland, Ohio, United States. Specializing in various legal services, their team of experienced lawyers is dedicated to providing high-quality representation and personalized solutions to their clients. With a strong commitment to excellence and integrity, Bahret & Associates Co. L.P.A is known for their professionalism and dedication to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, you can trust Bahret & Associates Co. L.P.A to provide you with the expert guidance and support you need.
7131 Spring Meadows Dr W # A, Holland, OH 43528, United States -
GreenPath Debt Solutions
● OpenGreenPath Debt Solutions, located at 1627 Holland Road in Maumee, Ohio, is a trusted national nonprofit with over 60 years of experience helping individuals build financial health and resiliency. Their NFCC-certified counselors offer options to manage credit card debt, student loans, and homeownership. Whether you are facing foreclosure, looking for rental counseling, or considering a reverse mortgage, GreenPath's HUD-certified counselors provide trusted support to handle housing challenges. They offer a variety of free resources such as articles, tools, webinars, and classes to guide you on your financial journey. GreenPath's Debt Management Program can help you become debt-free faster by negotiating with major creditors to save you time and money. Testimonials from clients like Patricia from Alabama and Mandy from Wisconsin highlight the positive impact GreenPath has had on their financial situations. In 2023, GreenPath provided over 107,641 services and helped people pay off their debts through Debt Management Programs.
1627 Holland Rd, Maumee, OH 43537, United States -
Sun Federal Credit Union
● OpenSun Federal Credit Union is a trusted financial institution located at 1625 Holland Road in Maumee, Ohio, United States. As a credit union, we are dedicated to providing our members with personalized financial solutions and exceptional customer service. Whether you're looking for a savings account, loan, or investment opportunity, our experienced team is here to help you achieve your financial goals. Join us today and experience the benefits of banking with Sun Federal Credit Union.
1625 Holland Rd, Maumee, OH 43537, United States -
Archbold Village Street Department
● OpenWelcome to the Archbold Village Street Department, your trusted general contractor located in the heart of Archbold, Ohio. Situated at 515 East Holland Street, our department is dedicated to serving the community with a wide array of essential services. We specialize in maintaining and enhancing the infrastructure that keeps our village running smoothly and safely. Our team of experienced professionals is committed to delivering high-quality workmanship and exceptional service. Whether it's road maintenance, sidewalk repairs, or other essential construction projects, we take pride in ensuring that every task is completed efficiently and to the highest standards.
515 East Holland Street, Archbold, Ohio 43502, United States
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