TOP 30 Best Investment services in Bowling Green, Ohio

Employer Services is a leading institution located at 838 East Wooster Street in Bowling Green, Ohio, United States. As a trusted provider of doctor and health services for employers, we offer a range of comprehensive solutions to support the well-being of your workforce. Our team of experienced professionals is dedicated to helping employers create a healthy and productive work environment through preventive care, occupational health services, and wellness programs. With a focus on promoting employee health and safety, Employer Services is committed to helping businesses thrive by investing in the health and well-being of their employees. Visit us today to learn more about how we can support your organization's health and wellness goals.

UIS Insurance & Investments is a leading finance and insurance agency located at 990 West Poe Road in Bowling Green, Ohio. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, UIS Insurance & Investments is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

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.

Raymond James Financial Services is a finance institution located at 980 West Poe Road in Bowling Green, Ohio, United States. With a focus on providing comprehensive financial services to clients, Raymond James offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing top-notch service and support.

Ruthann Montaine - Ameriprise Financial Services, Inc. is a finance institution located at 1234 Ridgewood Drive in Bowling Green, Ohio, United States. If you're looking to secure a more confident financial future, consider setting up a complimentary initial consultation with us. Our initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. As a registered investment adviser, we offer investment advisory products and services through Ameriprise Financial Services, LLC. Securities are also offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. John R Lung, our advisor, is registered in specific states for conducting securities business. We cannot guarantee future financial results, but we are dedicated to helping you achieve your financial goals. Your referrals are appreciated, and we will reach out to them soon. Feel free to inform them in advance. Thank you for considering Ruthann Montaine - Ameriprise Financial Services, Inc. for your financial needs.

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.

Bowling Green Title Ltd is a reputable insurance agency located at 332 South Main Street in Bowling Green, Ohio, United States. With a focus on providing top-notch insurance services, Bowling Green Title Ltd is dedicated to helping individuals and businesses protect their assets and investments. With a team of experienced professionals, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, or business insurance, Bowling Green Title Ltd is committed to providing personalized service and tailored solutions to ensure peace of mind and financial security.

River Point Properties is a full-service real estate agency located at 100 Front Street in Marietta, Ohio. Specializing in property management, we offer a range of services for those looking to rent, maintain their rental property, pay their bills, or take advantage of our property management options. Our forms are available online for easy access and convenience. With over 20 years of experience in housing, we currently manage approximately 240 units with 40 different owners in the Marietta area. Our team, led by owner and broker Melissa Schafer, is dedicated to meeting your housing needs and ensuring all rental properties are managed in compliance with local, state, and federal regulations.

University Hall, located at 821 East Wooster Street in Bowling Green, Ohio, is a prestigious university that offers a wide range of programs and opportunities for students. Whether you are a high school graduate, a first-time college student, or looking to transfer from another institution, BGSU welcomes you to explore all that it has to offer. With a focus on cultural diversity and academic excellence, BGSU provides a supportive and challenging environment for students from all over the world. The institution is committed to helping students achieve their academic and career goals, offering both on-campus and online learning options.

McFall Center is a part of Bowling Green State University, located at 717 East Wooster Street in Bowling Green, Ohio, United States. BGSU has been ranked as the No. 1 public university in the Midwest for the fourth year in a row by The Wall Street Journal, and holds the distinction of being the top university in Ohio for student experience. The institution offers a wide range of undergraduate and graduate programs, as well as fully online options. At BGSU, students are encouraged to explore their big questions and find answers through the innovative Life Design program. This program helps students maximize their academic experience, prioritize their well-being, build connections, and jump-start their careers with a sense of purpose and forward momentum.

The Huntington Building is located at 1851 Research Drive in Bowling Green, Ohio, United States. It is a university that has been ranked by The Wall Street Journal as the No. 1 public university in the Midwest for the past four years. Additionally, BGSU has been recognized as the No. 1 university in Ohio for student experience, whether public or private. At BGSU, students are encouraged to ask big questions and explore their interests beyond just earning a degree. The university offers undergraduate and graduate programs, as well as fully online options. The Life Design program at BGSU helps students maximize their academic experience, prioritize their well-being, make valuable connections, and jump-start their careers with a sense of purpose and forward momentum.

Memorial Hall (Formerly Anderson Arena) is a prestigious institution located at 1022 Ridge Street in Bowling Green, Ohio, United States. As a top-ranked public university in the Midwest, BGSU offers a wide range of undergraduate and graduate programs, as well as fully online options. The university is known for its commitment to student experience, with a focus on providing a supportive community where all students feel at home. At BGSU, students are encouraged to ask big questions and explore their passions through the innovative Life Design program. This unique approach to higher education helps students maximize their academic experience, prioritize well-being, and jump-start their careers with a sense of purpose and forward momentum. With a tier-one ranking by U.S. News & World Report, BGSU is at the forefront of research and creative activities that address important societal issues.

Located at 1002 Ridge Street in Bowling Green, Ohio, Olscamp Hall is a prestigious institution that is part of Bowling Green State University. For the fourth consecutive year, BGSU has been ranked as the No. 1 public university in the Midwest that students would choose again by The Wall Street Journal. Additionally, BGSU has been recognized as the No. 1 university in Ohio for student experience. Offering a wide range of undergraduate and graduate programs, as well as fully online options, BGSU is committed to providing a valuable education to its students. The university goes beyond just awarding degrees, with a unique Life Design program that helps students navigate their academic journey, prioritize their well-being, and jump-start their careers before graduation.

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.

First Insurance Group is a trusted financial institution located at 414 East Wooster Street in Bowling Green, Ohio. As a full-service bank, we offer a wide range of services including ATM access, insurance, and financial planning. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of our customers. Visit us today to experience the convenience and expertise that First Insurance Group has to offer.

New York Life is an insurance agency located at 936 Robinwood Lane, Bowling Green, Ohio, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and estate planning services. With over 12,000 agents nationwide, they offer tailored solutions to meet individual needs and budgets. New York Life is committed to diversity, responsibility, and service, and operates for the benefit of policy owners. They have the highest financial strength ratings and have a mission to make the world a better place through charitable giving and community engagement. Their New York Life Foundation supports educational enhancement, childhood bereavement, and other community initiatives. Overall, New York Life is dedicated to helping individuals, families, and communities thrive, providing resources and tools for a secure financial future.

Evans Home Loans & Insurance is a trusted finance and insurance agency located at 519 West Wooster Street in Bowling Green, Ohio, United States. With a commitment to providing personalized service and tailored solutions, we help our clients secure the financing they need for their dream home and protect their investments with comprehensive insurance coverage. Our experienced team of professionals is dedicated to helping you navigate the often complex world of finance and insurance, ensuring you have peace of mind and financial security. Contact us today to learn more about how we can assist you with your home loan and insurance needs.

Snyder Financial Management, LLC is a reputable finance and insurance agency located at 1302 Brim Road in Bowling Green, Ohio, United States. With a dedicated team of experienced professionals, we provide expert financial planning and insurance services to help our clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or protect your assets, Snyder Financial Management, LLC is committed to providing personalized solutions tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial security.

Modern Woodmen of America, located at 707 Haskins Road in Bowling Green, Ohio, is a finance and insurance agency that has been serving families and communities since 1883. As a member, you can access a range of high-quality financial products to meet your needs and plan for the future. Our dedicated representatives are here to help you make the right financial decisions and achieve your goals. Join us in making a positive impact on your community and supporting causes that are important to you. Whether you are a modern man or woman, we are here to help you clear financial burdens and protect your family. Explore our website to learn more about our services and how we can work together to plan for life's most important goals.

Carleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.

Ryan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.

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.

Tom McBride - State Farm Insurance Agent is a trusted insurance agency located at 1450 East David Road in Kettering, Ohio. As a graduate of Bowling Green State University, Tom McBride has been serving customers in Montgomery, Greene, Miami, and Warren Counties for many years. Along with his team, they are dedicated to protecting your insurance needs by offering a variety of insurance options including auto, home, life, and commercial insurance. In addition to providing in-person appointments, Tom McBride - State Farm Insurance Agent also offers virtual appointments over the phone or through video chat, making it convenient for customers, especially during the colder months in Dayton. They are committed to helping customers understand the reasons behind rising car insurance rates and providing tips for managing them.

Miles Ahead Financial Coaching is a leading institution located at 1135 South Main Street in Bowling Green, Ohio, United States. Specializing in finance, our expert coaches provide personalized guidance and support to help individuals and businesses achieve their financial goals. Whether you're looking to improve your budgeting skills, invest wisely, or plan for the future, our team is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Bob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.

Standing Firm Financial is a trusted finance institution located at 745 Haskins Road in Bowling Green, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you every step of the way. At Standing Firm Financial, we prioritize integrity, transparency, and customer satisfaction. Visit us today to see how we can help you secure your financial future.

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.

Tom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.

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.

Dennis 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.