Member financial advice in Ohio
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Phillip Summersett - Thrivent
● ClosedPhillip Summersett - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which typically involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
10730 Lincoln Hwy, Van Wert, OH 45891, United States -
Timothy Bracy - Thrivent
● ClosedTimothy Bracy - Thrivent is a finance institution located at 820 North Main Street, Findlay, Ohio, United States. With state licenses in CA, MI, and OH, as well as an additional location at 1244 Ridgewood Drive Ste 4 Bowling Green, OH 43402, Timothy Bracy - Thrivent offers a range of financial services. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. 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 Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
820 N Main St Ste 7, Findlay, OH 45840, United States -
Kenneth Meinecke - Thrivent
● ClosedKenneth 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.
6546 Weatherfield Ct Bldg B, Ste 2, Maumee, OH 43537, United States -
Kelly Savage
● ClosedKelly Savage is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 1993, Kelly Savage has been dedicated to helping individuals achieve their dreams and goals through sound financial planning. As a life and qualifying member of the Million Dollar Round Table and an accredited Investment Fiduciary, Kelly is committed to providing expert advice and tools to protect her clients and their families. She believes in giving back to the community and has served on various boards, including The American Cancer Society and the University of Toledo’s Athletic Committee. Kelly is a graduate of Notre Dame Academy and The University of Toledo, where she was a standout basketball player. She is passionate about helping others and enjoys golfing, watching sports, and supporting the less fortunate with her husband, Kim. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that when you visit external websites linked from this page, you are leaving the Kelly Savage website.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Indicator Advisory Corporation
● ClosedIndicator Advisory Corporation is a finance institution located at 3061 Shoreland Avenue in Toledo, Ohio, United States. Founded by Bob Kneisley in 1986, the firm specializes in providing investment advice and consulting services to help clients build wealth successfully. Bob Kneisley, with his extensive experience in the field, has earned various designations and is a respected member of the finance community. The firm stands out for its unique approach to investment management, offering a proprietary ranking system for leading money managers. These managers, licensed to display the firm's "Direct Management Strategy ®" trademark, focus on eliminating mutual fund costs and tax inefficiencies to enhance investment performance for clients. The firm also ensures transparency in fee structures and uses independent third-party bank custodians to hold client assets, ensuring their safety.
3061 Shoreland Ave, Toledo, OH 43611, United States -
Joshua Reedy - Thrivent
● ClosedJoshua Reedy - Thrivent is a finance institution located at 429 North Main Street in Piqua, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. 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, and insurance products are issued by Thrivent, although they may not be available in all states.
429 N Main St, Piqua, OH 45356, United States -
Wright-Patt Credit Union
● ClosedWright-Patt Credit Union is a trusted financial institution located at 950 Union Boulevard in Englewood, Ohio, United States. As a full-service credit union, we offer a wide range of financial services including savings accounts, checking accounts, loans, and investment options. Our convenient ATM services make it easy for members to access their funds anytime, anywhere. With a commitment to providing excellent customer service and competitive rates, Wright-Patt Credit Union is dedicated to helping our members achieve their financial goals.
950 Union Blvd, Englewood, OH 45322, United States -
Horter Investment Management, LLC
● ClosedHorter Investment Management, LLC is a finance institution located at 11726 Seven Gables Road in Cincinnati, Ohio, United States. At Horter, our clients are our highest priority, not profit. We take a personal approach to managing your money, understanding that your desires and finances are very personal to you. Our sophisticated strategies are designed to reduce the impact of market swings, with trained investment advisor representatives incorporating a tactical strategy for investing that smooths out market fluctuations. We believe in actively managing your portfolio, rather than relying on a "buy and hold" approach. Founded after the '87 crash, we strive to do better for our clients by selecting money managers who demonstrate talent in growing assets steadily with minimal losses. Our full range of options allows us to custom-design your portfolio around your goals, manage risks, and navigate through all stages of life and market fluctuations. As a registered investment advisory firm from Cincinnati, we prioritize hard work, integrity, honesty, and family values.
11726 Seven Gables Rd, Cincinnati, OH 45249, United States -
Concentric Wealth Management
● OpenConcentric Wealth Management, located at 901 Adams Crossing in Cincinnati, Ohio, is dedicated to helping professionals like you build wealth for retirement. Our firm offers personalized wealth management solutions, including retirement and estate planning, investing, insurance, and wealth preservation. We work closely with our clients to create customized financial plans, set clear goals, and provide the tools and guidance needed to achieve and protect their hard-earned assets. Our team of wealth management experts is ready to partner with you today. Please note that Avantax affiliated advisors may only conduct business with residents of certain states, and not all investments and services are available in every state. Securities are offered through Avantax Investment ServicesSM, Member: FINRA, SIPC, and investment advisory services are offered through Avantax Advisory ServicesSM. Insurance services are offered through Avantax Insurance AgencySM. Please consult legal or tax professionals for specific advice regarding your individual situation. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with Concentric Wealth Management, LLC. For more information, please check the background of our financial professionals on FINRA's BrokerCheck.
901 Adams Crossing 1st Floor, Cincinnati, OH 45202, United States -
Lorain County Tax Services
● OpenLorain County Tax Services, located at 5333 Meadow Lane Court in Elyria, Ohio, is a trusted resource for income tax preparation. Part of JL Financial Services, Lorain County Tax has a team of experienced tax preparers with over 20 years of experience on average. The institution also offers retirement and investment planning services, led by Series 7 registered investment advisor representative Jason Leppla. In addition to tax services, Lorain County Tax has recently added Medicare advisor Kevin Kovach to the practice, who specializes in Medicare Supplements, Medicare Advantage Plans, and Prescription Drug Plans. Jason Leppla, the owner of JL Financial Services, American Tax Service, and Lorain County Tax Service, has a unique skill set that combines financial planning with tax planning.
5333 Meadow Ln Ct, Elyria, OH 44035, United States -
Heath Kaydo - Thrivent
● ClosedHeath Kaydo - Thrivent is a finance institution located at 2723 SOM Center Road, Willoughby Hills, Ohio, United States. We pride ourselves on using our extensive expertise to thoroughly understand our clients' needs in order to provide smart solutions and precise advice with a high level of service and integrity. Our team at Todd Financial Associates works with a diverse range of clients, including experienced and inexperienced investors, families, small businesses, retirees, and those planning for retirement. Each client has access to all team members and their expertise. Our Director of Dedicated Planning and Investment Operations can help align your financial plan with your goals, whether you are planning for retirement, considering life insurance options, or looking into disability income insurance. At Thrivent, we believe in the power of financial tools to help people achieve their goals and make a positive impact on their communities.
2723 SOM Ctr Rd suite 102, Willoughby Hills, OH 44094, United States -
Ron Sieloff - Thrivent
● ClosedRon Sieloff - Thrivent, located at 2723 SOM Center Road in Willoughby Hills, Ohio, is a finance institution offering insurance products, securities, and investment advisory services. Licensing is available through the State Insurance Department's website, as well as through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2723 SOM Ctr Rd Suite 101, Willoughby Hills, OH 44094, United States -
Dave Zastawny - Thrivent
● ClosedDave Zastawny - Thrivent is a finance institution located at 4773 Brinker Street Southwest, Navarre, Ohio, United States. Licensing is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can 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 and member of FINRA and SIPC. Licensed agents/producers of Thrivent and registered representatives of Thrivent Investment Management, Inc. provide these services. 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. For more information about their financial advisors, visit Thrivent.com or FINRA's Broker Check. Visit the Thrivent website for additional information on professional designations and the requirements to earn them.
4773 Brinker St SW, Navarre, OH 44662, United States -
RCO Law
● ClosedRCO Law is a prestigious law institution located at 433 North Summit Street in Toledo, Ohio, United States. Specializing in a wide range of legal matters, from simple wills to complex international business transactions, our team of experienced lawyers provides tailored solutions to meet your specific needs. We understand the ever-changing business environment and offer strategic advice to help you navigate challenges and seize opportunities. Our team of attorneys at RCO Law is dedicated to helping you manage risks, plan for the future, and achieve your goals. With a focus on practical guidance and clear communication, we strive to make the legal process easy to understand and less overwhelming. Whether you need assistance with business law, estate planning, or any other legal issue, we are here to provide comprehensive solutions.
433 N Summit St, Toledo, OH 43604, United States -
John B. Cornetet
● OpenJohn B. Cornetet is a partner at Cornetet, Meyer Rush & Stapleton, a law firm located at 123 Boggs Lane in Cincinnati, Ohio. With a background in law, tax, accounting, and financial planning, John offers a comprehensive range of services in estate planning, retirement tax planning, financial planning, and estate administration. He is not only an attorney, but also a Certified Financial Planner, providing expert advice in these areas. John holds degrees in Accounting, Taxation, and a Juris Doctor, and is licensed as a Certified Public Accountant and Certified Financial Planner. He is a member of several professional associations, including the Ohio and Cincinnati Bar Associations, the Cincinnati Estate Planning Council, and the Financial Planners Association.
123 Boggs Ln, Cincinnati, OH 45246, United States -
Bixler Moore, LLC
● ClosedAt Bixler Moore, LLC, located at 318 East Main Street in Louisville, Ohio, our team of experienced lawyers is dedicated to helping families protect their loved ones and assets through thoughtful planning. We specialize in estate planning, elder law, real estate, and business planning, with a focus on avoiding probate and maximizing benefits such as Medicaid assistance. Our team consists of skilled attorneys like Tim, who is licensed to practice law in Ohio and the United States Federal Court for the Northern District of Ohio. Tim's expertise lies in estate planning and elder care planning, helping seniors find ways to pay for long-term care while also handling real estate and business succession planning matters.
318 E Main St, Louisville, OH 44641, United States -
Gilmore Jasion & Mahler Ltd: Newlove Phillip J CPA
● ClosedGilmore Jasion & Mahler Ltd: Newlove Phillip J CPA is a reputable accounting and finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. The GJM team members have recently joined CLA (CliftonLarsonAllen LLP), bringing a wealth of expertise and knowledge to their clients. Whether you are a small start-up or a large corporation, GJM offers a full range of services designed to help you increase profitability. They go beyond just providing services, they provide solutions tailored to your specific needs. Their team of financial problem-solvers will analyze every aspect of your business to help you make the best decisions.
1715 Indian Wood Cir STE 100, Maumee, OH 43537, United States -
Daven Primm - State Farm Insurance Agent
● ClosedDaven Primm - State Farm Insurance Agent is located at 4640 Richmond Road in Warrensville Heights, Ohio, United States. As an insurance agency, we offer a wide range of services to protect you, your family, and your assets. From auto and home insurance to business, motorcycle, boat, and life insurance, we have you covered. Our team is dedicated to providing personalized service and creating a Personal Price Plan tailored to your needs. Spring is here, and it's time to enjoy the bloom and the rain. At Primmsurance, we aim to make insurance simple and easy for you. We offer new perspectives and simple options to meet your insurance needs. Our goal is to change the status quo mindset around insurance and financial services, one person at a time.
4640 Richmond Rd, Warrensville Heights, OH 44128, United States -
LynOak Tax Services
● ClosedLynOak Tax Services, located at 7031 Corporate Way in Centerville, Ohio, is a reputable institution specializing in accounting and finance services. Led by owner and President Rita Musser, EA, NTPI Fellow, the team at LynOak Tax Services is dedicated to providing expert tax advice, preparation of tax filings, representation in tax matters, and exceptional customer service to individual and small business clients. In addition to tax services, LynOak Tax Services offers professional bookkeeping and payroll services to help small business owners stay compliant with their tax obligations and achieve their financial goals. Rita Musser, with over eight years of experience in tax preparation, accounting, and representation of taxpayers, is an Enrolled Agent enrolled to practice before the IRS.
7031 Corporate Way #101, Centerville, OH 45459, United States -
Tax Preparation Services - Catholic Worker
● OpenTax Preparation Services - Catholic Worker is a non-profit organization located at 100 Huffman Avenue in Dayton, Ohio, United States. Our institution specializes in providing tax preparation services to individuals and families in need, with a focus on serving the local Catholic community. Our team of experienced accountants and financial professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their refunds. Whether you are a low-income individual, senior citizen, or immigrant, we are here to assist you with your tax preparation needs. Visit us today to receive personalized and confidential assistance with your taxes.
100 Huffman Ave #305, Dayton, OH 45403, United States -
Shannon Best - State Farm Insurance Agent
● ClosedShannon Best - State Farm Insurance Agent is a reputable insurance agency located at 3679 Fishinger Boulevard in Hilliard, Ohio. Our team is dedicated to helping you with all your insurance needs, whether it's home, auto, life, health, or small business insurance. We are conveniently located in the Lowes shopping center next to the Dollar Tree, making us easily accessible to the communities of Upper Arlington, Grandview, Dublin, Grove City, and Columbus. Shannon Best is a second-generation State Farm Agent with years of experience in the insurance industry. Along with our team members Chris, Karen, and Gale, we are committed to building lifelong relationships with our customers and providing exceptional customer service. We offer a wide range of insurance products and services to meet your needs and protect you from future risks.
3679 Fishinger Blvd, Hilliard, OH 43026, United States -
Superior Credit Union
● ClosedSuperior Credit Union, located at 950 West Main Street in Coldwater, Ohio, has been serving its members for over seven decades. Specializing in ATM and finance services, Superior Credit Union offers a wide range of financial solutions to meet your needs. With a Superior VISA Rewards Credit Card, you can earn 1.5% cash back on all purchases. The institution also offers free tax preparation and e-filing for members with low to moderate income, as well as online calculators to help with financial planning. Superior Credit Union also has its own in-house insurance agency, Superior Insurance Services, which offers discounted auto, home, life, and business insurance to members. Whether you are looking for investment advice, financial planning, or insurance solutions, Superior Credit Union is dedicated to helping you take care of yourself and your family.
950 W Main St, Coldwater, OH 45828, United States -
Superior Credit Union
● ClosedSuperior Credit Union, located at 2857 Blue Jacket Court in Lima, Ohio, has been serving the community for over seven decades, providing a variety of financial services including ATM access and finance solutions. With a Superior VISA Rewards Credit Card, members can enjoy 1.5% cash back on all purchases. The institution offers free tax preparation and e-filing for members with low to moderate income, as well as online calculators to help with financial planning. Additionally, Superior Credit Union has its own insurance agency, Superior Insurance Services, offering discounted auto, home, life, and business insurance to members. Whether you are looking for investment advice, mortgage solutions, or small business financing, Superior Credit Union is dedicated to helping you achieve your financial goals. With personalized service and competitive rates, Superior Credit Union is committed to providing the best possible financial solutions for its members.
2857 Blue Jacket Ct, Lima, OH 45806, United States -
Plumbers & Steamfitters FCU
● ClosedPlumbers & Steamfitters FCU is a trusted financial institution located at 7570 Caple Boulevard in Northwood, Ohio, United States. As a credit union specifically tailored to cater to the needs of plumbers and steamfitters, we offer a range of financial products and services to help our members achieve their financial goals. Our dedicated team of professionals is committed to providing personalized service and expert advice to ensure our members make informed financial decisions. Join us today and experience the benefits of being a part of Plumbers & Steamfitters FCU.
7570 Caple Blvd, Northwood, OH 43619, United States -
Superior Credit Union
● ClosedSuperior Credit Union, located at 847 West Main Street in Troy, Ohio, United States, has been serving its members for over seven decades, providing a wide range of financial services. From ATM services to finance solutions, Superior Credit Union is dedicated to helping you with all your financial needs. One of the perks of being a member of Superior Credit Union is the 1.5% cash back on ALL other purchases with a Superior VISA Rewards Credit Card. Additionally, during tax season, members with low to moderate income can take advantage of FREE Tax Preparation and E-Filing services provided by certified employees.
847 W Main St, Troy, OH 45373, United States -
Scott Associates Credit Union
● ClosedScott Associates Credit Union is a trusted financial institution located at 14111 Scottslawn Road in Marysville, Ohio, United States. We offer a range of financial services, including ATM access, to help our members manage their finances effectively. Our dedicated team is committed to providing personalized service and helping members achieve their financial goals. Visit us today to experience the difference with Scott Associates Credit Union.
14111 Scottslawn Rd, Marysville, OH 43040, United States -
Wright-Patt Credit Union
● ClosedWright-Patt Credit Union is a trusted financial institution located at 8850 Kingsridge Drive in Dayton, Ohio, United States. As a full-service credit union, we offer a wide range of financial services including savings accounts, loans, mortgages, and investment options. Our convenient ATM services allow members to access their funds easily and securely. With a commitment to providing exceptional customer service and competitive rates, Wright-Patt Credit Union is dedicated to helping our members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts your needs first.
8850 Kingsridge Dr, Dayton, OH 45458, United States -
Day Air Credit Union
● ClosedDay Air Credit Union, located at 4100 West Third Street in Dayton, Ohio, is a trusted financial institution dedicated to providing a better banking experience for all its members. With a convenient mobile app, Day Air makes it easy to bank anytime, anywhere. Offering a variety of services including appointments, competitive rates, multiple locations, and online chat support, Day Air is committed to helping individuals achieve their financial goals. Whether you're looking to make a major purchase with a buy now, pay later program or need assistance with filing your taxes, Day Air is here to help. The credit union also prioritizes community service, receiving awards for their contributions to social responsibility and supporting local organizations.
4100 W Third St #305, Dayton, OH 45417, United States -
Wright-Patt Credit Union
● ClosedWright-Patt Credit Union is a financial institution located at 2195 10th Street on the Wright-Patterson Air Force Base in Ohio, United States. As an ATM and finance center, we provide convenient banking services to our members, including savings accounts, loans, and other financial products. Our knowledgeable staff is dedicated to helping members achieve their financial goals and providing excellent customer service. Visit us today to experience the benefits of banking with Wright-Patt Credit Union.
2195 10th St, Wright-Patterson AFB, OH 45433, United States -
Wright-Patt Credit Union
● ClosedWright-Patt Credit Union is a trusted financial institution located in Dayton, Ohio, United States. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Whether you're looking for convenient ATMs or expert financial advice, we are here to help. Join us today and experience the difference of banking with Wright-Patt Credit Union.
Student Union Building, 3640 Colonel Glenn Hwy WSU, #180, Dayton, OH 45435, United States
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