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TOP 30 Management consulting in Maumee, OH
66 results found
Search for local businesses, places and services near you
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.
Bluhm and Associates, Inc.
Bluhm and Associates, Inc. is a reputable finance institution located at 422 West Sophia Street in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, Bluhm and Associates, Inc. has built a solid reputation for excellence in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment guidance, retirement planning, or estate management, Bluhm and Associates, Inc. is committed to providing you with the highest level of service and expertise. Visit their office today to learn more about how they can help you secure your financial future.
Jeff Marchal
Jeff Marchal is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Jeff has been a part of Savage & Associates since 2004, where he specializes in helping business clients with their employee benefit programs. With a BS in Business Management from the University of Findlay, Jeff holds insurance-related designations including LUTCF® and ChHC® and is licensed in life/health and property/casualty in Ohio and Michigan. Outside of work, Jeff resides in Toledo with his wife and children, enjoying time with friends and family, traveling, and trips to the lake. He is an active member of Christ the King parish and serves as a CYO coach. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Jeff Marchal. Please note that the information provided is for courtesy only, and leaving the website will take you to independent entities. Jeff Marchal offers securities in various states across the US.
Scott Walsh
Scott 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.
WealthWave Toledo
WealthWave Toledo is a premier financial institution located at 3410 Briarfield Boulevard in Maumee, Ohio, United States. Specializing in finance, WealthWave Toledo offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, WealthWave Toledo provides expert financial advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, WealthWave Toledo is dedicated to helping you secure a prosperous financial future.
Golden Reserve
Golden Reserve, located at 1925 Indian Wood Circle, Maumee, Ohio, is a finance institution dedicated to helping retirees in Lucas County protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to ensure clients can enjoy their retirement years with peace of mind. The institution has been recognized for its expertise and growth, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. With over 1,000 Ohio retirees already benefiting from their services, Golden Reserve is a trusted partner in retirement planning. Contact their Maumee team today to schedule a consultation and start planning for a secure retirement future.
Sandra Seiple Financial Services
Sandra Seiple Financial Services is a trusted finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing personalized financial solutions to meet the unique needs of each client, Sandra Seiple Financial Services offers a wide range of services including investment planning, retirement planning, tax planning, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, the experienced team at Sandra Seiple Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Adam Glaser
Adam Glaser is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Adam Glaser specializes in investment advisory for individuals and corporations, utilizing a scientific and academically researched approach to portfolio management. Adam holds a BS in Finance and a Master’s of Economics from the University of Toledo, and has securities designations including AIF® Accredited Investment Fiduciary and Life and Health License. Adam Glaser is a part of Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They operate in multiple states and provide services such as retirement income planning through Monte Carlo simulations. Adam Glaser is actively involved in charity events, playing squash, supporting The University of Toledo Rockets, and traveling with his family in his free time.
Damian Ogrodowski
Damian Ogrodowski is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Damian and his team of specialists provide benefits to group clients, including group medical, life, and disability benefits, as well as retirement plan services. They ensure that the best combination of benefits is provided to meet the needs of employees and the goals and budget of employers. Damian also works individually with clients to help them prepare for all stages of life, from getting married to planning for retirement. He has created a Financial Wellness program for Savage clients, offering education, tools, and resources to help individuals manage their finances and life situations.
Gilmore Jasion Mahler
Gilmore Jasion Mahler, located at 1785 Indian Wood Circle in Maumee, Ohio, is a leading accounting and finance institution. Recently, the GJM team members have joined CLA (CliftonLarsonAllen LLP), further enhancing their expertise and services. At GJM, we offer a comprehensive range of services tailored to help businesses of all sizes become more profitable. Our team goes beyond just providing services - we provide solutions. As your financial problem-solvers, we take a holistic approach to help you make the best decisions for your company.
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.
Kyle Schimming
Kyle Schimming is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Kyle Schimming joined Savage and Associates in 2015, where he specializes in retirement planning for businesses and individuals, as well as individual wealth management. He works closely with local employers to establish 401(k) and IRA plans for their employees, and also provides education on Total Employee Health and Retiree Benefit plans. Kyle also assists families with investment management and college planning. After graduating from Genoa High School in 2008, Kyle obtained his Bachelor's degree from Bowling Green State University in 2012. He is securities registered in multiple states and holds the designation of AIF® (Accredited Investment Fiduciary).
Edward Jones - Financial Advisor: John Mulka
Edward Jones - Financial Advisor: John Mulka is a reputable finance institution located at 574 West Dussel Drive in Maumee, Ohio, United States. As a trusted financial advisor, John Mulka provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and a focus on building lasting relationships with clients, Edward Jones - Financial Advisor: John Mulka is dedicated to providing top-notch financial guidance and support. Whether you are planning for retirement, saving for college, or investing for the future, John Mulka and his team are here to help you navigate the complexities of the financial world with confidence and peace of mind.
Derek Dierks - Thrivent
Derek Dierks - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed professionals, with only financial advisors credentialed to offer investment advice. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.
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.
First Financial Group of Ohio
First Financial Group of Ohio is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a commitment to providing top-notch financial services, they offer a wide range of products including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals work closely with clients to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, First Financial Group of Ohio is dedicated to helping you succeed.
Edward Jones - Financial Advisor: Stephen Sterling, WMCP®|AAMS™
Edward Jones - Financial Advisor: Stephen Sterling, WMCP®|AAMS™ is a reputable financial institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. Specializing in wealth management and financial planning, Stephen Sterling is a highly qualified advisor who holds the designations of WMCP® and AAMS™. With a focus on personalized service and tailored financial solutions, clients can trust Edward Jones to help them achieve their financial goals and secure their financial future.
Retirement Guys
Retirement Guys is a trusted investment firm located at 1700 Woodlands Drive, Maumee, Ohio, United States. Our mission is to help you manage your assets and provide financial planning services so you can enjoy your retirement with peace of mind. With over 25 years of experience, we offer a simple and transparent asset management fee structure. Our fiduciary approach to money management ensures that your assets are protected against risk. At Retirement Guys, we can assist you with distributing and reallocating your retirement savings in a tax-efficient manner, while reducing unnecessary fees. We offer a range of investment options, including Taxable, Tax-Deferred, and Tax-Free accounts, to help you build a personalized strategy for your financial goals.
Gloria Sheline, CFP
Gloria Sheline, CFP is a reputable financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in comprehensive financial planning services, Gloria Sheline, CFP is led by a team of certified financial professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, this institution provides tailored financial solutions to individuals and businesses alike. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Gloria Sheline, CFP is committed to providing top-notch financial services to meet your 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.
Kenneth Meinecke - Thrivent
Kenneth Meinecke - Thrivent is a finance institution located at 6546 Weatherfield Court, Maumee, Ohio, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agents/producers of Thrivent are registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about their financial advisors. For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
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.
Erin L. Stickel
Erin L. Stickel is a reputable finance institution located at 1684 Woodlands Drive in Maumee, Ohio, United States. Specializing in financial services, Erin L. Stickel offers expert guidance and support to individuals and businesses looking to manage their finances effectively. With a focus on personalized solutions and exceptional customer service, clients can trust Erin L. Stickel to help them achieve their financial goals.
Padgett Advisors
Padgett Advisors is a leading accounting and finance institution located at 135 Chesterfield Lane in Maumee, Ohio, United States. With a team of experienced professionals, Padgett Advisors offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Padgett Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust Padgett Advisors to help you navigate the complexities of the financial world and achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 253 Golden Gate Plaza in Maumee, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Whether you are looking for assistance with filing your taxes or need help managing your finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
Clark Schaefer Hackett
Clark Schaefer Hackett is a reputable accounting and finance institution located at 1656 Henthorne Drive in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, they are known for their expertise in tax planning, audit and assurance, and business consulting. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation or financial planning, Clark Schaefer Hackett is committed to providing excellent service and personalized solutions to meet your needs.
William Vaughan Company
The William Vaughan Company is a well-established accounting and finance institution located at 145 Chesterfield Lane in Maumee, Ohio, United States. With a strong reputation for providing top-notch financial services, the company offers a wide range of accounting solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of financial management and achieve their goals. Whether you need assistance with tax preparation, auditing, or financial planning, the William Vaughan Company is committed to delivering expert guidance and personalized support to meet your needs.
Mosley Glick O'Brien, Inc.
Mosley Glick O'Brien, Inc. is a respected institution located at 571 Longbow Drive in Maumee, Ohio, United States. With a reputation for excellence in their field, they offer a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, investment management, or retirement planning, the team at Mosley Glick O'Brien, Inc. is dedicated to helping you achieve your goals. Their knowledgeable and experienced staff are committed to providing top-notch service and personalized solutions to help you make the most of your financial resources. Visit them today to see how they can help you secure your financial future.
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