TOP 30 Investment management in Maumee, Ohio

OneDigital - Maumee is a reputable finance and insurance agency located at 1645 Indian Wood Circle in Maumee, Ohio. With a team of experienced professionals, OneDigital - Maumee offers a wide range of financial and insurance services to individuals and businesses in the area. Whether you are looking for retirement planning, investment advice, or comprehensive insurance coverage, OneDigital - Maumee is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Mansour Wealth Management is a finance institution located at 1745 Indian Wood Circle, Maumee, Ohio, United States. At Mansour Wealth Management, we prioritize your health and personal relationships as your most valuable assets. We understand that financial security can greatly impact your overall wellness and provide opportunities for you and your loved ones. Our team, with nearly 80 years of combined experience, is dedicated to helping you achieve your personal goals and live life to the fullest. We offer a committed approach to service, utilizing a proven process developed over the years. Please note that the content on our website is for general information purposes only and should not be considered as an offering of advisory services or investment recommendations. Mansour Wealth Management is affiliated with McDonald Partners LLC, which offers securities products, insurance products, brokerage services, and investment advisory services. Registration as an investment adviser does not imply a certain level of skill or training. For more information on McDonald Partners and its services, please refer to the firm's Form ADV on file with the SEC. Accuracy of information is not guaranteed, and opinions expressed are subject to change without notice.

AssetDynamics Wealth Management is a premier financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, AssetDynamics Wealth Management is dedicated to helping individuals and families secure their financial future.

Munn Wealth Management, located at 1700 Woodlands Drive in Maumee, Ohio, is a leading finance institution dedicated to helping clients design the right plan for a secure and significant retirement. With a highly accredited team of professionals serving clients for 20 years, Munn Wealth Management offers personalized financial planning services to meet individual needs. During a brief 15-minute phone call, clients can learn more about the institution and determine if it is a potential fit for their financial goals. By bringing relevant financial documents to the meeting, clients can receive a custom proposal outlining how the team can serve them in areas such as retirement, taxes, investments, and cash flow. The primary goal of the initial meeting is to provide clients with a better understanding of their financial circumstances and the services offered by Munn Wealth Management. With a focus on moving clients closer to their desired outcomes, the institution aims to create a well-constructed plan that may save taxes, improve long-term investment returns, and enhance overall quality of life.

Maumee Trail Investments is a finance institution located at 28611 Ohio 281 in Defiance, Ohio, United States. They specialize in providing comprehensive investment services to help clients achieve their financial goals. With a team of experienced professionals, Maumee Trail Investments offers personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth or plan for the future, Maumee Trail Investments is dedicated to helping you navigate the complex world of finance with confidence.

Generations Investments is a prestigious finance institution located at 301 River Road in Maumee, Ohio, United States. With a strong reputation for providing expert financial advice and investment services, Generations Investments is dedicated to helping clients build and preserve wealth for future generations. Their team of experienced professionals offers personalized financial planning and investment strategies tailored to each client's unique goals and objectives. Whether you are looking to grow your portfolio, save for retirement, or plan for your children's education, Generations Investments is committed to helping you achieve financial success. Visit their office today to learn more about their comprehensive range of services and start planning for a secure financial future.

Carnegie Investment Counsel is a finance institution located at 1701 Woodlands Drive in Maumee, Ohio, United States. With an investment strategy tailored for personal success, clients can experience more peace and freedom to enjoy life. The institution offers the opportunity to be paired with a professional who understands the unique challenges each individual faces. If you are seeking personalized financial guidance and support, Carnegie Investment Counsel may be able to assist you in achieving your goals.

The Maumee Satellite Office on Manley Road is a finance and insurance agency located in Maumee, Ohio. Our knowledgeable staff is dedicated to providing top-notch financial services and insurance options to our clients. Whether you need assistance with investments, retirement planning, or insurance coverage, we are here to help. Visit us at 1760 Manley Road to learn more about how we can assist you in achieving your financial goals and protecting your assets.

Cornerstone Managed Properties is a premier property management company located at 2147 East 28th Street in Lorain, Ohio. With a focus on connecting residents with rental properties in Toledo, Akron, Elyria, Maumee, and North Canton, we are dedicated to providing high-quality and value to our residents. From the moment you arrive at a Cornerstone Managed Property community, you will notice the difference. We prioritize the needs of property owners, financial institutions, tenants, and communities to create a best-in-class experience. Our properties are well-appointed with modern appliances and fixtures, and our grounds are beautifully maintained with 24-hour on-site maintenance available.

DLA Financial LLC - LPL Financial is a finance institution located at 480 West Dussel Drive in Maumee, Ohio, United States. Specializing in financial services, they offer a wide range of investment options, retirement planning, and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DLA Financial LLC - LPL Financial provides personalized strategies and guidance to help clients navigate the complex world of finance. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution is dedicated to helping you secure a stable financial future.

Pat Paule is a finance, health, and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Patrick Paule has been with Savage and Associates since 1997, serving over 1,200 employees from nearly 50 employers as an employee benefit consultant. With expertise in healthcare reform, Patrick works closely with clients to understand their needs and goals, developing comprehensive benefits strategies that add value for both the company and its employees. Services offered by Pat Paule include risk analysis, data analytics, plan review, insurer and vendor relationships, and financial analysis for employers. Value-added services for employees include benefits communication, enrollment tools, financial wellness opportunities, claims support, and physical wellness plans. Patrick holds a Bachelor of Science degree in marketing and management and is licensed in life and health insurance.

Dave Newman: Primerica - Financial Services is a reputable finance and insurance agency located at 6821 Salisbury Road in Maumee, Ohio. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at Dave Newman: Primerica - Financial Services are here to assist you every step of the way. Trustworthy and reliable, this institution is committed to delivering personalized solutions tailored to meet your specific needs. Visit them today and take control of your financial future.

Julie Fullerton is a reputable finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With a team of experienced professionals, Julie Fullerton offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Julie Fullerton is committed to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, Julie Fullerton is dedicated to helping clients navigate the complex world of finance and insurance with confidence and peace of mind.

Bankers Life, located at 1705 Indian Wood Circle in Maumee, Ohio, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping clients compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life also offers opportunities for individuals interested in becoming agents, managers, or investment professionals. Our award-winning training programs and flexible schedule provide a path to achieve financial security and success in your career. Join us at Bankers Life and start planning for a financially secure retirement today!

Western & Southern Life is an insurance agency located at 1745 Indian Wood Circle, Maumee, Ohio, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many decisions involved in financial planning. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. We are committed to helping you achieve your financial goals and provide information on family finances and money management at every life stage.

Beacon Associates is a leading finance, health, and insurance agency located at 1755 Indian Wood Circle in Maumee, Ohio, United States. With a strong focus on providing top-notch services in these key areas, Beacon Associates is committed to helping individuals and businesses achieve their financial and healthcare goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, the team at Beacon Associates is dedicated to providing personalized and comprehensive support to meet your needs. Visit us today to learn more about how we can help you secure a brighter future.

MassMutual is a finance and insurance agency located at 1760 Manley Road in Maumee, Ohio, United States. With a strong reputation for providing reliable and comprehensive financial services, MassMutual offers a wide range of insurance products and investment options to help individuals and businesses secure their financial futures. Their team of experienced professionals is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are looking for insurance coverage or investment solutions, MassMutual is committed to providing personalized service and tailored solutions to meet your specific needs.

Toni Douglas is an insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Toni has built strong relationships with her clients based on honesty and integrity. She works with both large and small group plans, helping clients simplify their lives by balancing costs with benefit value and navigating regulatory complexities. Toni proudly considers herself a graduate of the "schools of knocks and bruises", earning master's degrees in honesty, integrity, and compassion along the way. She and her husband, Don, raised four children in Oak Harbor, Ohio, and now enjoy a full life with their large family, including 13 grandchildren and one great-grandchild, as well as many friends.

o damage from a variety of sources, including temperature changes, humidity, and even theft. Your homeowners policy typically provides coverage for wine collections, but it may have limits on coverage amounts and specific causes of loss. To fully protect your valuable wine collection, consider purchasing a separate wine insurance policy that provides coverage for accidental breakage, damage, and even loss of value due to power outages or other unforeseen events. Roth Insurance Agency, Inc. is here to help you navigate the complex world of insurance and find the coverage that best fits your unique needs. Contact us today to learn more about how we can help protect what matters most to you."

John Falk II, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in life insurance products and services, John Falk II is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and a wealth of knowledge in the insurance industry, John Falk II is a trusted advisor for clients seeking to secure their loved ones' well-being. Contact John Falk II, Bankers Life Agent today to discuss your insurance needs and explore coverage options.

Anthony 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.

Joseph 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!

Tony Desch is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. The institution is registered in multiple states including AZ, CO, FL, IA, IN, KY, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, and WI. Tony Desch offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. The institution specializes in maximizing income distributions off an existing asset base and holds the AIF® Accredited Investment Fiduciary designation. Please note that Tony Desch offers securities in various states and when visiting external websites linked here, you are leaving the Tony Desch website. It is important to note that Tony Desch does not guarantee the completeness or accuracy of information provided on external websites.

Beebe Financial Services is a finance institution located at 1683 Woodlands Drive, Maumee, Ohio, United States. Specializing in comprehensive financial planning, the team at EBF Financial Group works with professional advisors to ensure that clients achieve their financial goals and peace of mind. With a collaborative approach, they coordinate a team of experts including bankers, attorneys, stockbrokers, and accountants to provide the best possible outcomes for their clients. Larry E. Beebe, CLU®, CHFC®, AEP®, Thomas J. Fields, Megan L. Evans, and Alicia Monday are licensed to sell insurance through New York Life and offer securities products and services through NYLIFE Securities LLC. Additionally, they are registered as investment adviser representatives under Eagle Strategies LLC. Evans, Beebe & Fields Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Please consult your own tax, legal, or accounting professional for personalized advice.

TFO Wealth Partners is a leading finance institution located at 1440 Arrowhead Drive in Maumee, 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 education, or building your investment portfolio, TFO Wealth Partners is here to provide expert guidance and support every step of the way. Contact us today to start planning for a more secure financial future.

Jamie Monagan is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 2002, Jamie Monagan has been dedicated to educating and assisting individuals in all stages of their financial planning journeys. With a holistic planning approach, Jamie focuses on wealth accumulation management and transfer objectives, income and distribution planning for retirement, as well as life insurance, long-term care, and protection strategies. In addition to serving clients, Jamie enjoys spending time with his family, boating, skiing, and fishing on Lake Erie. Rock climbing is also a passion for Jamie, with climbing experiences in the Red River Gorge, the New River, and the Shawangunk Ridge.

Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.

Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.

Lincoln Boyle is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Lincoln, a former member of the U.S. armed forces, specializes in individual wealth management and retirement plan services for corporations. He graduated from Bowling Green State University in 2005 and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). Securities registered in FL, GA, IN, MI, OH, SC, WI. Lincoln, along with his wife Emily and son Barrett, reside in Perrysburg and enjoy traveling and the outdoors. The institution is affiliated with Savage and Associates, Inc., and offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. They offer securities in various states across the United States. Please note that when visiting external websites linked to this institution, the completeness and accuracy of information provided there cannot be guaranteed.

Josh Holzemer is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in employee benefit solutions for mid to large-size employers across Ohio and the midwest, Josh and his team at Savage and Associates offer a comprehensive approach to designing and servicing employee benefit plans. With a background as a Wholesaler with Transamerica, Josh brings a wealth of experience to the table. A graduate of Ohio University with a degree in Finance and Entrepreneurship, Josh is also a dedicated volunteer for the Sylvania Mavericks youth travel baseball organization. Securities and investment advisory services are offered through Osaic Wealth, Inc., ensuring clients receive expert financial guidance. Serving clients in numerous states, Josh Holzemer provides top-notch financial services with a personal touch.