Long term financial in Maumee, Ohio
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Savage & Associates - Steve Cochran
Savage & Associates - Steve Cochran is a finance, health, and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Cochran is an independent investment advisor who provides wealth advisory services to individuals and families. As a fiduciary, Steve offers objective advice to his clients through fee-based wealth management, helping them feel more educated, confident, and in control of their financial futures. Steve Cochran joined Savage and Associates in 2010 after starting his financial services career at Morgan Stanley and Edward Jones. He holds multiple degrees and securities registrations in several states. Steve and his wife, Stacy, live in Ottawa Hills with their two sons and he is actively involved in coaching youth sports and volunteering with nonprofit organizations.
Scott Toland
Scott Toland is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Scott's main focus is on helping clients plan for their future by creating specific financial plans tailored to each individual's goals. He provides strategies such as tax-saving methods and prioritizes structure over rate of return to help maximize income during retirement. Scott is a graduate of Toledo’s Central Catholic High School and Siena Heights University, where he studied business and history. A Maumee native, Scott enjoys spending time with his family in Northern Michigan during the summer. He is a dedicated fan of the University of Michigan, Dallas Cowboys, and Detroit Tigers. In his free time, Scott enjoys outdoor activities, traveling, playing the piano, and learning about history.
Brian McCabe
Brian McCabe is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Brian specializes in helping clients create a strategic plan for their financial future, with a focus on maximizing opportunities for retirement. Brian holds a bachelor's degree in business administration with a concentration in management from Colorado Technical University. In addition to his work at Brian McCabe, he is also the co-owner of McCabe Outdoor Power, a Toro dealership in Grand Rapids, Ohio.
Joel Tschantz
Joel Tschantz is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. They are registered in multiple states including AZ, CA, FL, and NY, and offer tax-saving strategies, investment planning, and retirement income solutions. The institution works closely with clients to understand their financial goals and develop personalized plans to help meet their needs. They offer a range of services including IRA plans, 401(k)s, pensions, and annuities. Joel Tschantz is affiliated with Savage and Associates, Inc. and Osaic Wealth, Inc., and offers securities and investment advisory services. Please note that when visiting external websites linked to Joel Tschantz, you are leaving their website and they do not guarantee the accuracy of information provided on those sites.
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.
Phil Johnson
Phil Johnson is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With securities registered in multiple states including AL, AZ, CO, FL, IL, IN, MI, NC, OH, SC, and WA, we offer a range of services to help you maximize income distributions off an existing asset base. Our team will work closely with you to understand your financial goals, values, and income needs, developing a personalized plan that outlines recommended strategies and benchmarks for success. As a Securities Designations LUTCF® and CLU® institution, we are dedicated to helping you manage investment risk and meet your unique needs and goals. Savage and Associates, Inc. is our partner in providing securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that when you visit our website, you may be redirected to external sites for additional information, and we make no representation as to the accuracy of information provided on those sites.
Jeff Turner
Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.
Dennis Rife
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.
Tom LeStrange
Tom LeStrange is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. As a part of Savage and Associates, Inc., we offer securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Our services are available in multiple states across the country, including AL, AK, AZ, AR, CA, and more. Please note that when you visit our website, you may be directed to other independent entities or marketing names. We strive to provide accurate and comprehensive information to our clients as a courtesy.
Steve Milewski
Steve Milewski is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Stephen “Steve” Milewski has been with Savage and Associates since 1998, continuing a family tradition as his father, Wayne, has worked with Savage for over 40 years. Steve prides himself on providing individual attention, outstanding customer service, and attention to detail for his clients in both business and personal financial services. He holds insurance licensures in life/health and property/casualty in Ohio and Michigan. Steve is a graduate of St. John’s Jesuit High School and Michigan State University, and stays current on industry trends and best practices. In his free time, Steve enjoys outdoor activities with his family and is actively involved in the community. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in multiple states. Please note that when visiting external websites linked here, you are leaving the Steve Milewski website.
Lauren Myers
Lauren Myers is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded on the principles of saving instilled by Lauren Myers's father, the institution focuses on financial wellness and planning for individuals and families. Specializing in creating tax-efficient retirement income and wealth accumulation strategies, Lauren aims to empower clients to make informed decisions about their financial future. With a Bachelor's degree in business administration with a specialization in finance from Bowling Green State University, Lauren is dedicated to building lifelong relationships with clients and their families. In her free time, she enjoys outdoor activities like biking and walking through Metropark Toledo's Oak Openings, as well as spending summers on the lake with her family. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in various states across the U.S. Please note that any information provided is for courtesy only, and leaving the website will not guarantee the accuracy of information on external sites.
AssetDynamics Wealth Management
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.
Steve Morr
Steve Morr is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 1992 by Stephen Morr, the institution specializes in retirement planning, investment planning, and risk management. Steve's philosophy is centered around helping clients improve their financial well-being by prioritizing saving and investing. He aims to guide his clients towards a place where they work because they want to, not because they have to. Steve is a graduate of Bowling Green State University and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). He resides in Monclova, Ohio with his wife Meggan and their two daughters. In his free time, Steve enjoys playing golf, attending his daughters' dance performances, and spending time with loved ones. The institution is affiliated with Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They serve clients in various states across the United States and prioritize providing accurate and comprehensive information to their clients.
David Patton - Raymond James
David Patton - Raymond James is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing top-notch financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust David Patton - Raymond James for expert financial guidance and personalized solutions tailored to your unique needs.
Derek Cipiti - Thrivent
Derek Cipiti - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. They have licensed agents and representatives to provide these services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
Chase Canning - Thrivent
Chase Canning - Thrivent is a finance institution located at 6546 Weatherfield Court in Maumee, Ohio, United States. Our team of financial experts is dedicated to helping individuals and businesses achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Chase Canning - Thrivent is committed to helping our clients secure their financial futures.
Elder Advocates & Estates, LLC
Elder Advocates & Estates, LLC is a reputable law firm located in Maumee, Ohio, dedicated to protecting the rights and interests of older adults and their loved ones since 1997. Specializing in estate planning, the firm offers a range of services including Wills, Trusts, Powers of Attorney, and Health Care Directives. They also handle Guardianships, Medicaid Planning, and Estate Administrations. With a focus on individualized care and attention, the team at Elder Advocates & Estates, LLC brings years of experience and professionalism to each case. Clients praise the firm for their thoroughness, professionalism, and results-driven approach. If you or a loved one are in need of legal assistance related to elder care or estate planning, do not hesitate to contact Elder Advocates & Estates, LLC for a consultation.
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