TOP 30 Personal financial planning services in Coldwater, Ohio

12 results found

Edward Jones - Financial Advisor: John Yoder is a reputable financial institution located at 106 South 2nd Street in Coldwater, Ohio, United States. Specializing in personalized financial planning and investment services, John Yoder and his team provide expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: John Yoder is dedicated to helping individuals and families secure their financial futures.

Knapschaefer Insurance LLC is a trusted insurance agency located at 213 West Main Street in Coldwater, Ohio. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced agents are dedicated to helping you find the right coverage at the best possible price. Whether you're looking for auto, home, life, or business insurance, we are here to help. Contact us today for a free quote and see how we can protect what matters most to you.

Caresurance is a trusted Medicare and Individual Health Insurance Agency located at 124 West Main Street in Coldwater, Ohio, United States. Our dedicated team is committed to helping individuals and families find the right health insurance coverage that fits their needs and budget. With years of experience in the industry, we provide personalized service and guidance to ensure our clients have the protection and peace of mind they deserve. Contact us today to learn more about our comprehensive insurance options and how we can help you navigate the complex world of healthcare.

Heritage Insurance Agency is a trusted insurance agency located at 846 East Main Street in Coldwater, Ohio, United States. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team of agents is committed to helping you find the right coverage for your home, auto, business, and more. With a focus on customer service and a wide range of insurance products, Heritage Insurance Agency is your go-to source for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

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.

Northwestern Mutual is a renowned finance and insurance agency located at 213 West Main Street in Coldwater, Ohio, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future.

Preferred Insurance Center is a trusted insurance agency located at 809 West Main Street in Coldwater, Ohio, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced agents are dedicated to helping you find the right coverage at the best possible price. Whether you are looking for auto, home, life, or business insurance, we are here to help. Contact us today to learn more about how we can protect what matters most to you.

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.

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.

Superior 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.

Welcome to N.J. Hogenkamp Sons Funeral Homes, located at 715 East Main Street, Coldwater, Ohio. We are a family-owned funeral home dedicated to providing compassionate and personalized funeral arrangements and services to individuals and families of all faiths. Understanding the importance of religious beliefs and personal traditions, we are honored to serve families of all denominations and beliefs with respect and care. At N.J. Hogenkamp Sons, we strive to create a meaningful tribute that honors the life and beliefs of your loved one. Whether you choose to hold services at our funeral home, your place of worship, a cemetery, or any other location, our experienced team will attend to every detail. We offer a comprehensive array of services to meet your family's unique needs, ensuring that every aspect of the service reflects the cherished memories and values of your loved one.

Welcome to Hogenkamp Monuments, located at 505 South 2nd Street, Coldwater, Ohio. We are dedicated to providing compassionate and respectful funeral arrangements and services to individuals and families of all faiths. At Hogenkamp Monuments, we understand the importance of religious beliefs and are honored to serve families of all denominations and beliefs. Our experienced team is here to assist you in creating a meaningful tribute that celebrates the life and legacy of your loved one. Whether you choose to hold services at our funeral home, your place of worship, a cemetery, or any other location, we take care of every detail to ensure a seamless and respectful service.