TOP 10 Personal best in Maumee, Ohio
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Robert Savage
Robert Savage is a well-established finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. The institution was founded by Robert "Bob" Savage, who served as the President and CEO for 28 years, alongside his brother John. Bob's leadership has been instrumental in building and growing Savage and Associates, making it a respected institution in the industry. Bob Savage is known for his philanthropic efforts and leadership in the community, particularly in his hometown of Toledo, Ohio. He has a strong connection to the University of Toledo, where he earned his Bachelor's degree in Business with a major in Finance. Bob has received numerous awards and honors for his contributions to the university and the community, including an Honorary Doctorate Degree in 2013.
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.
Everest Financial
Everest Financial is a reputable finance institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. We specialize in providing a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you are looking to invest, save for the future, or secure a loan, Everest Financial is here to assist you every step of the way. Visit us today to learn more about how we can help you reach new heights with your finances.
Ryan Savage
Ryan Savage is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Ryan Savage, a St. John’s Jesuit graduate and Michigan State University alumnus, joined his father Sean in the business in 2019. With a Bachelor of Arts degree in Finance and CFP® certification, Ryan is dedicated to providing the best service and expertise for his clients. He focuses on helping clients develop the financial skills needed for successful long-term planning. Securities registered in multiple states, Ryan is committed to serving his clients to the highest standard. In his free time, Ryan enjoys spending time with his family, following sports teams, and engaging in hobbies like weightlifting, basketball, and Brazilian jiu-jitsu. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that when you link to external websites, you are leaving the Ryan Savage website, and the institution makes no guarantees about the accuracy or completeness of the information provided on those sites.
Voyageur Advisory Group
Voyageur Advisory Group is a reputable financial and legal institution located at 1721 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing expert guidance and services in finance and law, our team of professionals offers personalized solutions to help individuals and businesses navigate complex financial and legal matters. With a commitment to excellence and a client-centered approach, Voyageur Advisory Group is dedicated to helping our clients achieve their financial and legal goals effectively and efficiently. Contact us today to learn more about how we can assist you with your financial and legal needs.
America's Retirement Headquarters
America's Retirement Headquarters, located at 1700 Woodlands Drive in Maumee, Ohio, has been providing real-world financial strategies and services to retirees and beyond since 1994. With a focus on building close, personal relationships with clients in the Michigan and Ohio communities, we help individuals achieve their future visions through customized financial planning. Our team of professionals offers a full range of services, including trusts, wills, tax strategies, and more, to create a comprehensive retirement plan tailored to your needs and desires. Whether you are in the midst of your career, nearing retirement, or already in retirement, our advisors are here to guide you on your financial planning and retirement journey. Visit our YouTube channel for the latest in financial and retirement news, and contact us today to speak with one of our advisors and get started on securing your financial future.
Mansour Wealth Management
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.
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.
Zach Lucas
Zach Lucas is a reputable finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With a focus on providing expert financial services and advice, Zach Lucas is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, the experienced team at Zach Lucas is here to help. Trust in Zach Lucas for all your financial needs.
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.
Munn Wealth Management
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.
Hawthorne Financial LLC
Hawthorne Financial LLC is a reputable accounting and finance institution located at 2105 River Road in Maumee, Ohio, United States. With a team of experienced professionals, Hawthorne Financial LLC offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Hawthorne Financial LLC is committed to providing personalized and efficient financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your financial future.
Echo Eclectics
Echo Eclectics is a charming home goods store located at 128 West Sophia Street in Maumee, Ohio. This eclectic store offers a unique selection of items for every room in your home, from stylish decor pieces to practical kitchen essentials. Whether you're looking to spruce up your living room or find the perfect gift for a friend, Echo Eclectics has something for everyone. Come browse our collection and discover the perfect piece to add a touch of personality to your home.
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.
Transamerica Financial Advisors
Transamerica Financial Advisors is a leading finance institution located at 3410 Briarfield Boulevard in Maumee, Ohio, United States. We specialize in providing comprehensive financial planning and investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Transamerica Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Edward Jones - Financial Advisor: Kevin L Roessler
Edward Jones - Financial Advisor: Kevin L Roessler is a leading financial institution located at 105 East Wayne Street, Maumee, Ohio, United States. Specializing in finance, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a dedicated team led by experienced advisor Kevin L Roessler, clients can trust in personalized financial planning tailored to their specific needs. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones is committed to providing top-notch financial solutions and guidance.
Generations Investments
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.
Edward Jones - Financial Advisor: Jared M Kalb
Edward Jones - Financial Advisor: Jared M Kalb is a reputable financial institution located at 3355 Briarfield Boulevard in Maumee, Ohio, United States. Specializing in finance, Jared M Kalb offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Jared M Kalb is dedicated to providing top-notch financial solutions to individuals and businesses in the Maumee area.
Paul J Haye, Financial Advisor - Heritage Planners
Paul J. Haye, Financial Advisor - Heritage Planners is a finance institution located at 1684 Woodlands Drive, Maumee, Ohio, United States. Since 1981, we have been dedicated to serving professional advisors and helping families and businesses with a variety of financial and insurance solutions. Our expertise includes estate and retirement planning, business succession, investments, life insurance, and asset protection. We rely on a wealth of strategic resources to develop comprehensive financial plans for our clients. Our team, including Paul J. Haye, CLU®, ChFC®, AEP®, Timothy J. Haye, MBA, and Louis W. Fahrbach, are licensed to sell insurance through New York Life and offer advisory services in multiple states. We are also Registered Representatives of NYLIFE Securities LLC, offering securities products and services. Paul J. Haye has been a member of New York Life's Chairman's Council and the MDRT since 2001, showcasing his commitment to excellence in financial services.
Tamy Pfaff
Tamy Pfaff is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Tamy Pfaff, the founder, is dedicated to helping clients achieve their retirement goals through personalized financial planning. She specializes in areas such as long-term care, Medicare, and financial planning for divorce. Tamy is an expert in the individual healthcare market and has served as President and Treasurer of the Toledo chapter of the National Association of Insurance and Financial Advisors. She was also recognized as the Savage and Associates Rising Star in 2016. Tamy graduated from Bowling Green State University in 1986 and is licensed in Life and Health insurance in Ohio. She resides in Perrysburg, Ohio, and is an active volunteer in her community. Securities and investment advisory services are offered through Osaic Wealth, Inc., and Tamy is registered in multiple states. Please note that when you visit external websites linked here, you are leaving the Tamy Pfaff website.
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.
Carnegie Investment Counsel
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.
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.
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