TOP 30 Personal financial management in Coldwater, Ohio

8 results found

Independent Capital Management is a finance institution located at 120 Hillcrest Drive in Coldwater, Ohio, United States. Our mission is to serve as your most trusted advisor, providing professional knowledge, integrity, and personalized service. Whether you are seeking guidance on insurance, investing, retirement planning, estate planning, or wealth preservation, our team of independent advisors is here to help. We work with individuals, families, self-employed individuals, small businesses, and corporations to help them achieve their financial goals. In addition to personal financial planning, we offer services such as setting up 401K plans and simple IRA plans. Securities and investment advisory services are offered through Osaic Wealth, Inc., a registered investment advisor. Please note that Independent Capital Management is not affiliated with Osaic Wealth, Inc. and is not registered as a broker-dealer or investment advisor. Our services are available to residents of FL, IN, KY, OH, and PR. We strive to represent our clients' best interests at all times and are committed to helping them succeed financially. When you choose to work with us, you can rest assured that you are in good hands. Visit our website for more information and to learn about the opportunities available to you when you take a proactive approach to your financial future.

Edward Jones - Financial Advisor: Lori Homan is a trusted finance institution located at 106 South 2nd Street in Coldwater, Ohio, United States. As a dedicated financial advisor, Lori Homan provides personalized investment and wealth management services to help clients reach their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Lori Homan is a reliable partner in navigating the complexities of the financial world.

Stammen Insurance Agency, located at 124 West Main Street in Coldwater, Ohio, has been providing insurance solutions since 1919. Specializing in health insurance, Stammen Insurance is dedicated to helping clients protect their family, loved ones, and assets. As an independent agency, they offer a wide range of insurance options tailored to each client's unique needs. With a focus on service and trust, Stammen Insurance works closely with clients to ensure they are making informed decisions about their insurance coverage. Clients praise the agency for their competitive prices, personalized service, and commitment to solving insurance problems. Licensed in multiple states, Stammen Insurance is dedicated to upholding a century-old tradition of excellence and client satisfaction. Visit their Service Center to manage your insurance needs and experience the difference with Stammen Insurance Agency.

Preferred Risk Solutions is an insurance agency located at 809 West Main Street in Coldwater, Ohio, United States. Specializing in providing comprehensive insurance solutions for individuals and businesses, our team of experienced agents is dedicated to finding the best coverage options to meet our clients' needs. Whether you are looking for auto, home, life, or business insurance, Preferred Risk Solutions is committed to helping you protect what matters most. Contact us today to learn more about our personalized insurance services.

Fennig-Homan Agribusiness is an insurance agency located at 1456 Saint Anthony Road in Coldwater, Ohio, United States. Specializing in serving the needs of the agricultural community, they offer a range of insurance products tailored specifically for farmers and agribusinesses. With a team of knowledgeable agents, Fennig-Homan Agribusiness is dedicated to providing personalized service and comprehensive coverage to protect their clients' livelihoods. Whether it's crop insurance, livestock insurance, or liability coverage, they are committed to helping farmers mitigate risks and thrive in an ever-changing industry. Visit Fennig-Homan Agribusiness today to learn more about their offerings and how they can support your agricultural business.

Moorman Harting & Co, located at 815 West Main Street in Coldwater, Ohio, is a trusted accounting and finance institution. Our team of professionals offers a wide range of services including tax preparation, payroll assistance, and business planning strategies. We are dedicated to helping our clients achieve their financial goals and maximize their success. We also provide SafeSend Returns for secure and efficient electronic tax return delivery. Contact us at 419-678-4814 to schedule an appointment or visit our Celina location at 531 E. Market St. Our office hours are Saturday from 8:00 am to 12:00 pm, with appointments available upon request.

Welcome to Edward Jones Investments, located at 106 South 2nd Street, Coldwater, Ohio. We are dedicated to providing personalized financial services that align with what truly matters to you. Our experienced financial advisors are committed to understanding your unique goals and aspirations, ensuring that your financial strategies support a life you love. At Edward Jones, we believe that the right process can make all the difference. That's why we match you with financial advisors based on your specific needs, ensuring tailored advice and strategies. Our services are exclusively available to U.S. residents, and our advisors are registered to conduct business only in the states where they meet regulatory requirements. Please be aware that not all investments and services mentioned are available in every state.

Welcome to Margo Bitcoin ATM, your trusted destination for seamless cryptocurrency transactions located at 810 East Main Street, Coldwater, Ohio 45828, USA. Whether you're a seasoned crypto enthusiast or a newcomer, Margo makes buying Bitcoin and over 40 other cryptocurrencies easy and convenient. At Margo, we offer multiple ways to purchase Bitcoin. Visit our Bitcoin ATM to turn cash into digital currency quickly—simply insert your desired amount, and the coins will be in your wallet shortly. With over 4,000 locations, finding a Margo Bitcoin ATM near you is a breeze.