Personal financial planning services in Marion, Ohio

Alluvial Private Wealth in Marion, Ohio, is a finance institution that is expanding with the opening of a new office in Northeast Ohio/Cleveland. Led by Randy Bliss, CFP®, our team of specialists is committed to serving individuals, high-net-worth families, businesses, and non-profit organizations. We offer services such as retirement planning, investment management, and special needs planning. With decades of experience and a focus on personalized service, we strive to help our clients achieve financial success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are dedicated to providing top-notch financial planning services. Visit us at 107 North Main Street to meet our team and learn more about how we can assist you with your financial goals.

Gerber Insurance & Financial Services, located at 1727 Allentown Road in Lima, Ohio, is a family-owned finance and insurance agency that has been serving clients in South Central and Northwestern Ohio since 1943. With three generations of experience, our dedicated agents strive to make every client feel like a member of our family. We take the time to understand your needs and provide personalized insurance solutions to protect what matters most to you. From auto and home insurance to coverage for businesses of all sizes, our team is committed to providing trusted advice and quality service. With offices in Chillicothe, Lima, Waverly, and Marion, we proudly serve communities throughout Ohio. Our satisfied clients praise our worry-free insurance experience, excellent customer service, and commitment to making our community a better place. Whether you need bodily injury liability, property damage coverage, or rental insurance, we offer a range of options to meet your unique needs. Trust Gerber Insurance & Financial Services to protect your assets and provide peace of mind for you and your family. Contact us today to see how we can help you protect what matters most.

Gerber Insurance & Financial Services, located at 1087 Fairwood Avenue in Marion, Ohio, is a family-owned health and insurance agency that has been serving clients in South Central and Northwestern Ohio since 1943. With three generations of experience, we strive to make every client feel like a member of our family, taking the time to understand their needs and provide the right coverage to protect what matters most to them. Our dedicated agents are committed to being there for you when you need us most, offering trusted advice and insurance solutions to individuals, families, and businesses of all sizes. With offices in Chillicothe, Lima, Waverly, and Marion, we proudly serve communities throughout Ohio, including Circleville, Washington Courthouse, Greenfield, and Canal Winchester. Our satisfied clients appreciate our worry-free insurance experience, excellent customer service, and consultant-style interactions. Whether you need coverage for your home, vehicles, or business, Gerber Insurance & Financial Services is here to help you find the right solutions to meet your needs. Contact us today and see why you should switch to Gerber Insurance & Financial Services for all your insurance needs.

Edward Jones - Financial Advisor: Amy M Fredritz is a trusted finance institution located at 352 McMahan Boulevard in Marion, Ohio, United States. Amy M Fredritz is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Amy M Fredritz can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Amy M Fredritz is the go-to destination for all your financial needs.

John Viers, a financial advisor at Ameriprise Financial Services, LLC located at 255 Executive Drive in Marion, Ohio, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, clients can track their progress towards financial goals securely from any device. Prospective clients can schedule a complimentary initial consultation to learn more about how John can help them achieve their financial goals. Investment products are not insured by the FDIC and involve risks, and securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. John Viers can conduct securities business with residents of states in which he is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states in which John Viers is registered. The institution emphasizes privacy and security, and encourages referrals to help friends and family members achieve their financial goals.

Kevin Lehman, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 255 Executive Drive in Marion, Ohio, offers a range of financial services to individuals seeking expert guidance in managing their assets. Kevin Lehman holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to upholding the highest standards of ethics and professionalism in the finance industry. With expertise in areas such as estate planning, investment strategies, retirement planning, and insurance products, Kevin Lehman provides personalized solutions tailored to each client's unique needs. Whether you are a retiree, small business owner, or high net worth individual, Kevin Lehman can help you navigate the complexities of asset management and financial planning. Contact Kevin Lehman today to take the first step towards securing your financial future.

Gerber Insurance & Financial Services is a family-owned finance and insurance agency located at 126 West 2nd Street, Waverly, Ohio, United States. Since 1943, three generations of the Gerber family have been helping clients in South Central and Northwestern Ohio find the right insurance coverage to meet their needs. The agency is dedicated to making clients feel like a part of their family, providing personalized service and attention to detail. With offices in multiple locations in Ohio, including Chillicothe, Lima, and Marion, Gerber Insurance & Financial Services offers trusted advice and insurance solutions to protect what matters most. Whether you need coverage for your home, vehicles, or business, the experienced staff at Gerber Insurance & Financial Services is committed to providing excellent customer service and finding the right coverage at the right price. With options for bodily injury liability, property damage, medical payments, uninsured/underinsured motorist coverage, and more, Gerber Insurance & Financial Services can help you navigate the complex world of insurance to ensure you are fully protected. Contact them today to see why you should switch to Gerber Insurance & Financial Services for all your insurance needs.

ACS Title & Closing Services is an insurance agency located at 117 North Greenwood Street in Marion, Ohio, United States. We understand that buying or selling a home is a significant transaction, which is why we pay attention to every detail so you can have peace of mind. Our team provides personalized service to ensure a smooth closing process for all parties involved. With our commitment to excellent customer service, we aim to build long-lasting relationships with our clients. Contact us at our Marion or Bucyrus office for all your title and closing needs. Watch our video to learn more about how we can assist you.

Dostal & Kirk Insurance & Financial Services is a trusted insurance agency located at 179 East Center Street in Marion, Ohio, United States. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect what matters most. From home and auto insurance to life and health coverage, we offer a wide range of options to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.

OneMain Financial is a trusted financial institution located at 163 Edgefield Boulevard in Marion, Ohio, United States. As a leading provider of personal loans, OneMain Financial offers a wide range of financial solutions to help individuals achieve their goals and manage their expenses. With a commitment to customer service and financial expertise, OneMain Financial is dedicated to helping customers navigate their financial needs with ease and confidence. Whether you need funds for home improvements, debt consolidation, or unexpected expenses, OneMain Financial is here to support you every step of the way.

Lendmark Financial Services LLC is a trusted financial institution located at 1330 Mount Vernon Avenue in Marion, Ohio, United States. Specializing in providing a wide range of financial services, Lendmark is committed to helping individuals and businesses achieve their financial goals. Whether you need a personal loan, business loan, or assistance with financial planning, the experienced professionals at Lendmark are here to help. With a strong reputation for excellent customer service and competitive rates, Lendmark Financial Services LLC is the go-to choice for all your financial needs in Marion, Ohio.

United Federal Credit Union - Marion East is a trusted financial institution located at 116 Eastlawn Drive in Marion, Ohio, United States. As an ATM and finance center, we provide convenient and reliable banking services to our members. We are insured by NCUA and operate as an Equal Opportunity Lender, ensuring fairness and transparency in all our transactions. Additionally, we are an Equal Housing Lender, conducting business in compliance with the Fair Housing Act and Equal Credit Opportunity Act to provide equal access to financial resources for all.

Lincoln Financial Advisors is a leading finance and insurance agency located at 355 East Center Street in Marion, Ohio, United States. With a strong reputation for providing expert financial advice and comprehensive insurance solutions, Lincoln Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced advisors offers personalized services tailored to meet the unique needs of each client, ensuring they receive the best possible guidance and support. Whether you are looking to plan for retirement, protect your assets, or secure your future, Lincoln Financial Advisors is committed to helping you make informed decisions and secure your financial well-being.

LPL Financial is a finance institution located at 1714 Marion-Waldo Road in Marion, Ohio, United States. They offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, LPL Financial provides personalized investment strategies and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, LPL Financial can help you navigate the complexities of the financial world.

Ameriprise Financial is a leading finance institution located at 255 Executive Drive in Marion, Ohio, United States. Specializing in providing comprehensive financial planning services, investment management, and retirement planning solutions, Ameriprise Financial is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Ameriprise Financial offers personalized guidance and strategies to help clients build and protect their wealth for the future. Whether you are planning for retirement, saving for education, or investing for growth, Ameriprise Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Main Street Financial is a trusted finance institution located at 236 North Main Street in Marion, Ohio, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for assistance with investments, retirement planning, or managing your finances, Main Street Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Dan Goodlin is a trusted institution located at 1623 Marion-Mt Gilead Road in Marion, Ohio. As a finance institution, they offer expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, Dan Goodlin and his team strive to provide clients with the guidance and support they need to secure their financial future. Whether you are looking to invest, plan for retirement, or save for a major life event, Edward Jones - Financial Advisor: Dan Goodlin is dedicated to helping you make informed decisions and build a solid financial foundation.

Lehman Capital Management Group - Ameriprise Financial Services, LLC, located at 255 Executive Drive in Marion, Ohio, is a finance institution dedicated to empowering clients to achieve financial success. With a focus on individual goals such as retirement, education, and major purchases, the institution provides investment, asset allocation, and portfolio recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Backed by the Ameriprise Investment Research Group, advisors carefully monitor market conditions and provide guidance as needed. Ameriprise financial advisors are registered in specific U.S. states. The institution offers complimentary initial consultations to discuss financial planning concepts. While future financial results cannot be guaranteed, Ameriprise Financial is committed to helping clients reach their goals. Users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with online security guarantees and protection against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcomed, and the institution will reach out to referred individuals to help them achieve their financial goals.

Advance America is a trusted financial institution located at 1312 Mount Vernon Avenue in Marion, Ohio. As a leading provider of financial services in the United States, Advance America offers a range of solutions to help individuals manage their finances. Whether you need a payday loan, installment loan, or title loan, Advance America is here to help. With a convenient location in Marion, Ohio, customers can easily access the financial assistance they need. Trust Advance America to provide reliable and efficient financial services to help you navigate life's unexpected expenses.

Nathan Hinesman - State Farm Insurance Agent is a bustling insurance agency located at 1713 Marion-Mt Gilead Road in Marion, Ohio. Situated in Mallard Square, next to T-Mobile, this agency is dedicated to making a positive impact in the lives of its clients and the community. The team at Nathan Hinesman - State Farm Insurance Agent works hard to achieve their goals while maintaining a fun and energetic work environment. They are committed to excellence, personal achievement, and helping their clients protect their financial futures. At Nathan Hinesman - State Farm Insurance Agent, you can learn valuable information about budgeting for pet care expenses, DIY auto maintenance tips, and how to donate effectively to charities, especially during times of disaster relief. The agency also offers a range of insurance and financial services to meet the diverse needs of their clients.

Elevate Insurance LLC is a reputable finance, health, and insurance agency located at 821 Marion Pike in Coal Grove, Ohio, United States. Our experienced team is dedicated to providing top-notch insurance solutions to meet the needs of individuals and businesses alike. Whether you're looking for health insurance, life insurance, or any other type of coverage, we are here to help you navigate the complex world of insurance and find the perfect policy for your specific needs. Trust Elevate Insurance LLC to elevate your insurance experience to new heights.

Jeff Freeman - State Farm Insurance Agent is a reputable insurance agency located at 300 Richland Road in Marion, Ohio. Serving the community since 1987, Jeff Freeman and his team offer a wide range of insurance and financial services to customers in Marion, Morral, La Rue, Caledonia, Cardington, Prospect, and throughout Ohio. With a focus on personal service, the agency strives to build strong relationships with clients to meet their individual needs and requirements. Jeff Freeman, a proud resident of Marion County for over 30 years, is dedicated to providing good neighbor customer service 24/7. The agency offers savings on insurance, including home and car insurance, as well as life insurance options. They are also qualified State Farm Ambassadors and Crystal Excellence Agents. Additionally, they provide free quotes on auto, home, and renters insurance. For those relocating to Marion County, the agency offers extra help with State Farm Insurance. During the current Coronavirus situation, the agency continues to provide essential services while taking necessary precautions to ensure the safety of their customers. If you have any questions or need assistance, please contact Jeff Freeman - State Farm Insurance Agent at (740) 389-2555.

H&R Block is a well-known accounting and finance institution located at 613 East Center Street in Marion, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual looking for help with your personal finances or a business in need of accounting services, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals.

Mariner Finance is a reputable financial institution located at 140 McMahan Boulevard in Marion, Ohio, United States. As a leading provider of financial services, Mariner Finance offers a wide range of loan options to help individuals achieve their financial goals. Whether you need a personal loan, auto loan, or debt consolidation, Mariner Finance is dedicated to providing personalized solutions and exceptional customer service. With a team of experienced professionals, Mariner Finance is committed to helping customers navigate the complexities of finance and secure the funding they need to succeed. Visit Mariner Finance today to learn more about their services and how they can assist you with your financial needs.

CheckSmart is a finance institution located at 134 McMahan Boulevard in Marion, Ohio, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial decisions. Whether you need cash quickly, convenient services like check cashing and money orders, or trustworthy loan options, our team at CheckSmart is here for you. Our CheckSmart Lending Pros will carefully assess your needs and circumstances to find the perfect loan or product for you. When it comes to loans, we offer a variety of options to suit your needs. Please note that while small-dollar loans can be helpful, they can also be expensive if used over a long period of time. It's important to choose a financial product that matches your specific needs.

Pillar Credit Union, located at 300 Barks Road East in Marion, Ohio, United States, is a trusted financial institution offering a range of services including ATM access and various finance options. Serving residents of Marion, Morrow, Crawford, Wyandot, Richland, and Hancock County, Pillar Credit Union provides excellent customer service, competitive loan rates, and a variety of Visa credit card options to fit different lifestyles. With a focus on convenience and security, Pillar Credit Union also offers online banking options and links to third-party websites for additional services. Customers praise the friendly and helpful staff, easy membership process, and overall positive banking experience at Pillar Credit Union. Whether you're looking for a simple checking account or a comprehensive financial solution, Pillar Credit Union has you covered.

The Ohio Coalition For Education is a school located at 125 Executive Drive in Marion, Ohio, United States. Our institution is dedicated to providing quality education and resources to students of all ages. We offer a diverse range of programs and services to support academic success and personal growth. Our experienced faculty and staff are committed to helping students reach their full potential and achieve their educational goals. Join us at the Ohio Coalition For Education and embark on a journey of lifelong learning and success.

Holbrook & Manter is a reputable accounting and finance institution located at 181 East Center Street in Marion, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or require assistance with complex financial matters, Holbrook & Manter is there to provide expert guidance and support.

Westlake Accounting is a reputable institution located at 822 Davids Street in Marion, Ohio, United States. Specializing in accounting and finance services, Westlake Accounting provides expert financial advice and solutions to individuals and businesses alike. With a team of experienced professionals, clients can trust Westlake Accounting to handle all their financial needs with precision and efficiency. Whether you need help with tax preparation, bookkeeping, or financial planning, Westlake Accounting is here to assist you every step of the way. Trust in Westlake Accounting for all your accounting and finance needs.

Ditmars & Associates CPA is a reputable accounting and finance institution located at 602 East Center Street in Marion, Ohio, United States. Our team of experienced and dedicated CPAs provides a wide range of services including tax preparation, financial planning, and audit assistance. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.