Personal finance in Ottawa, OH
14 results found
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Beyond Wealth Advisors - Ameriprise Financial Services, LLC
● OpenBeyond Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 133 North Court Street in Ottawa, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in select U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and support. Clients can visit our website for important disclosures, rules, and regulations, as well as information on privacy and security. As a member of FINRA and SIPC, we strive to help friends and family members of our clients reach their financial aspirations. We look forward to connecting with your referrals and assisting them in their financial journey.
133 N Ct St Ste 208B, Ottawa, OH 45875, United States -
Schroeder Fred J CPA
● ClosedSchroeder Fred J CPA is a reputable accounting and finance institution located at 315 East Main Street in Ottawa, Ohio, United States. With years of experience and expertise in the field, Schroeder Fred J CPA offers a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized and professional assistance to help them manage their finances effectively.
315 E Main St A, Ottawa, OH 45875, United States -
Savage & Associates - Steve Cochran
● ClosedSavage & 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.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Edward Jones - Financial Advisor: Adam Hershberger, CFP®
● ClosedEdward Jones - Financial Advisor: Adam Hershberger, CFP® is a reputable finance institution located at 1800 North Perry Street in Ottawa, Ohio, United States. As a Certified Financial Planner, Adam Hershberger is dedicated to providing personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Adam Hershberger, CFP® is committed to helping clients navigate the complexities of financial planning and investment management. Contact them today to schedule a consultation and take the first step towards securing your financial future.
1800 N Perry St Suite 101, Ottawa, OH 45875, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 123 South Walnut Street in Ottawa, Ohio, United States. With a strong focus on providing personalized financial planning and investment services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth management services, Raymond James Financial Services offers a wide range of solutions tailored to meet your specific needs. Trust in Raymond James to provide expert financial advice and guidance to help you secure your financial future.
123 S Walnut St, Ottawa, OH 45875, United States -
Edward Jones - Financial Advisor: Circe S Krout
● ClosedEdward Jones - Financial Advisor: Circe S Krout is a reputable finance institution located at 1800 North Perry Street in Ottawa, Ohio, United States. Specializing in providing personalized financial planning and investment services, Circe S Krout and her team strive to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Circe S Krout is dedicated to helping you navigate the complexities of the financial world with confidence.
1800 N Perry St #100, Ottawa, OH 45875, United States -
Modern Woodmen of America - Pam Eickholt
● OpenModern Woodmen of America - Pam Eickholt is a finance institution located at 1331 East 4th Street in Ottawa, Ohio, United States. As a branch of the well-respected Modern Woodmen of America organization, Pam Eickholt offers a variety of financial services and products to help individuals and families plan for their future. Whether it's retirement planning, investment strategies, or insurance options, their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized and reliable service, Modern Woodmen of America - Pam Eickholt is a trusted partner in financial planning.
1331 E 4th St, Ottawa, OH 45875, United States -
D & J Products
● ClosedD & J Products is a finance institution located at 137 Scott Street in Ottawa, Ohio, United States. We offer a wide range of financial services to help individuals and businesses manage their money effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique financial needs. Whether you need assistance with investments, loans, or financial planning, D & J Products is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.
137 Scott St, Ottawa, OH 45875, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 123 South Walnut Street in Ottawa, Ohio, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering accurate, reliable, and personalized solutions to meet your needs.
123 S Walnut St, Ottawa, OH 45875, United States -
Law Office of Gregory J. Hermiller LLC
● ClosedThe Law Office of Gregory J. Hermiller LLC is a professional institution located at 1800 North Perry Street in Ottawa, Ohio, United States. Specializing in accounting, finance, and legal services, this establishment offers expert advice and representation for a variety of legal matters. With a focus on providing personalized and efficient solutions for their clients, the team at the Law Office of Gregory J. Hermiller LLC is dedicated to delivering high-quality service and achieving the best possible outcomes.
1800 N Perry St #104, Ottawa, OH 45875, United States -
Verhoff & Company, LLC
● ClosedVerhoff & Company, LLC is an accounting and finance institution located at 814 North Locust Street in Ottawa, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Verhoff & Company, LLC for all your accounting and finance needs.
814 N Locust St Suite 3, Ottawa, OH 45875, United States -
Shreve Accounting
● ClosedShreve Accounting is a reputable accounting and finance institution located at 2130 Emkay Drive in Ottawa Hills, Ohio, United States. With a team of experienced professionals, Shreve Accounting offers a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial planning. Whether you are an individual or a business owner, Shreve Accounting is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
2130 Emkay Dr, Ottawa Hills, OH 43606, United States -
AgCredit
● ClosedAgCredit is a finance institution located at 315 Williamstown Road in Ottawa, Ohio, United States. Our offices will be closing early on 4/8/24 for the Solar Eclipse, but you can access your accounts through our new Digital Banking platform, AccountAccess. We are dedicated to supporting the next generation of farmers with personalized lending programs to help you achieve your goals, whether it's buying a farm or purchasing new equipment. Don't forget to apply for our Mission Fund grant program by July 31, 2024, and high school seniors and current college students can apply for our 2024-2025 scholarship. Join us at AgCredit and let us help you succeed in your agricultural endeavors.
315 Williamstown Rd, Ottawa, OH 45875, United States -
Superior Credit Union
● ClosedSuperior Credit Union, located at 1381 North Perry Street in Ottawa, Ohio, is a trusted institution with over seven decades of experience helping individuals with all their financial needs. From ATM services to finance solutions, Superior Credit Union offers a range of services to its members. One of the highlights of being a member of Superior Credit Union is the 1.5% cash back on ALL purchases with a Superior VISA Rewards Credit Card. Additionally, members can take advantage of free tax preparation and e-filing services during tax season, provided by certified credit union employees.
1381 N Perry St, Ottawa, OH 45875, United States
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