TOP 30 Personal financial planning services in Maumee, Ohio

92 results found

John Falk II, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in life insurance products and services, John Falk II is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and a wealth of knowledge in the insurance industry, John Falk II is a trusted advisor for clients seeking to secure their loved ones' well-being. Contact John Falk II, Bankers Life Agent today to discuss your insurance needs and explore coverage options.

Brad Balster, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance products and services, Brad Balster is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Brad Balster, Bankers Life Agent is committed to helping clients find the right coverage to meet their specific needs. Whether it's life insurance, long-term care insurance, or retirement planning, Brad Balster is here to help clients navigate the complexities of insurance and secure their financial well-being.

Timothy Chandler, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a Bankers Life Agent, Timothy Chandler offers a wide range of insurance products and services to meet the individual needs of his clients. With a focus on providing personalized and comprehensive insurance solutions, Timothy Chandler strives to help his clients protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, Timothy Chandler, Bankers Life Agent is dedicated to providing top-notch customer service and expert advice. Contact Timothy Chandler today to discuss your insurance needs and start planning for a secure tomorrow.

Josiah Leon, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance solutions, Josiah Leon offers a range of products and services to meet the needs of individuals and families. With a focus on personalized service and tailored insurance plans, clients can trust Josiah Leon to help protect their financial future. Contact them today to learn more about their offerings and how they can assist you in securing your peace of mind.

Joshua Martinez, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Joshua Martinez offers a range of products and services to meet the unique needs of each client. With a focus on customer service and financial security, clients can trust Joshua Martinez to help them protect what matters most. Contact them today to learn more about their insurance options and how they can help you plan for the future.

Eric Lambes, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a representative of Bankers Life, Eric Lambes offers a range of insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and tailored insurance solutions, Eric Lambes is dedicated to helping clients find the coverage that best suits their needs. Whether you are looking for life insurance, annuities, long-term care insurance, or retirement planning, Eric Lambes is committed to providing expert guidance and support every step of the way. Contact Eric Lambes, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.

Kristin Hubaker, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a trusted Bankers Life agent, Kristin Hubaker provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on integrity and customer service, Kristin Hubaker is dedicated to helping clients find the right insurance coverage to meet their specific needs and goals. Contact Kristin Hubaker, Bankers Life Agent today to learn more about their insurance services and how they can help you plan for the unexpected.

Farmers Insurance - Melissa Guzman is a local insurance agency located at 99 Conant Street in Maumee, Ohio. With over 40 years of residency in Ohio, Melissa Guzman is proud to serve the Maumee community and surrounding areas. As a former field claims representative with over 2 decades of experience, Melissa understands the insurance process thoroughly and aims to provide personalized solutions to her clients' insurance needs. Whether you need home insurance, auto insurance, motorcycle insurance, recreational coverage, or even assistance with mortgage loans, Melissa and her team at The Guzman Insurance Agency are here to help. They offer comprehensive coverage options and discounts to help you save money. From car insurance to renters insurance, life insurance, business insurance, condo insurance, and recreational insurance, they have you covered. Additionally, Melissa can help you build a solid financial plan for a secure future. Contact Farmers Insurance - Melissa Guzman for all your insurance needs and financial planning goals.

Adroit Tax and Insurance, Dale Biederman is a reputable insurance agency located at 1461 Wilderness Drive in Maumee, Ohio. With a commitment to providing top-notch insurance services, they specialize in helping individuals and businesses find the best coverage options for their needs. Whether you're looking for auto, home, life, or business insurance, the team at Adroit Tax and Insurance is dedicated to helping you navigate the complex world of insurance to ensure you are properly protected. Trust Dale Biederman and his team to provide personalized service and expert advice to help you make informed decisions about your insurance needs.

Carlos Garcia, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. As a trusted agent for Bankers Life, Carlos Garcia provides a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Carlos Garcia is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Carlos Garcia is here to help you navigate the complex world of insurance and secure your financial well-being.

Laurel Espen, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Laurel Espen is dedicated to helping clients protect their financial well-being and plan for the future. With a focus on integrity and professionalism, Laurel Espen, Bankers Life Agent is committed to delivering top-notch service and support to individuals and families in the Maumee area. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.

Raquan Lowery, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing insurance products and services from Bankers Life, Raquan Lowery offers personalized and comprehensive coverage options to meet the individual needs of each client. With a commitment to exceptional customer service and a focus on helping clients protect their financial future, Raquan Lowery, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their insurance offerings and how they can help you secure peace of mind for the future.

Jillian Schmidt, Bankers Life Agent is a reputable insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance solutions for individuals and families, Jillian Schmidt is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, clients can trust in the expertise and professionalism of Jillian Schmidt, Bankers Life Agent for all their insurance needs.

Samantha Sattler, Bankers Life Agent is a trusted insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing comprehensive insurance coverage, Samantha Sattler is committed to helping clients protect their financial future. With a focus on personalized service and expert advice, this agency offers a wide range of insurance products to meet the unique needs of each individual or family. Whether you are looking for life insurance, retirement planning, long-term care coverage, or Medicare supplements, Samantha Sattler, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the right policy for your specific circumstances. Contact us today to schedule a consultation and start safeguarding your financial well-being.

Nick Rightnowar is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. The founder, Nick, is a proud graduate of Toledo Christian Schools and the University of Toledo with a degree in Finance. The institution offers services such as developing personalized financial plans, selecting tools and resources for implementation, and regularly reviewing progress against benchmarks. They work closely with clients to understand their goals and values to help them achieve their financial aspirations. Securities are registered in multiple states including CA, FL, IL, IN, MI, MO, OH, OK, VA, and WI. Additional services such as mortgage loans, estate planning, and certified public accounting are also available through affiliated partners. Securities and investment advisory services are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Please note that information provided on external websites may not be complete or accurate. Contact Nick Rightnowar at 419-866-6000 Ext. 112 or visit their website for more information.

Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.

Josh Holzemer is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in employee benefit solutions for mid to large-size employers across Ohio and the midwest, Josh and his team at Savage and Associates offer a comprehensive approach to designing and servicing employee benefit plans. With a background as a Wholesaler with Transamerica, Josh brings a wealth of experience to the table. A graduate of Ohio University with a degree in Finance and Entrepreneurship, Josh is also a dedicated volunteer for the Sylvania Mavericks youth travel baseball organization. Securities and investment advisory services are offered through Osaic Wealth, Inc., ensuring clients receive expert financial guidance. Serving clients in numerous states, Josh Holzemer provides top-notch financial services with a personal touch.

Brady Fineske is a reputable finance institution located at 1440 Arrowhead Drive in Maumee, Ohio, United States. With a strong focus on providing expert financial services to individuals and businesses, Brady Fineske prides itself on delivering personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Brady Fineske is committed to providing top-notch service and guidance every step of the way.

Tom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.

Joel Tschantz is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. They are registered in multiple states including AZ, CA, FL, and NY, and offer tax-saving strategies, investment planning, and retirement income solutions. The institution works closely with clients to understand their financial goals and develop personalized plans to help meet their needs. They offer a range of services including IRA plans, 401(k)s, pensions, and annuities. Joel Tschantz is affiliated with Savage and Associates, Inc. and Osaic Wealth, Inc., and offers securities and investment advisory services. Please note that when visiting external websites linked to Joel Tschantz, you are leaving their website and they do not guarantee the accuracy of information provided on those sites.

Phil Johnson is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With securities registered in multiple states including AL, AZ, CO, FL, IL, IN, MI, NC, OH, SC, and WA, we offer a range of services to help you maximize income distributions off an existing asset base. Our team will work closely with you to understand your financial goals, values, and income needs, developing a personalized plan that outlines recommended strategies and benchmarks for success. As a Securities Designations LUTCF® and CLU® institution, we are dedicated to helping you manage investment risk and meet your unique needs and goals. Savage and Associates, Inc. is our partner in providing securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that when you visit our website, you may be redirected to external sites for additional information, and we make no representation as to the accuracy of information provided on those sites.

Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.

Bluhm and Associates, Inc. is a reputable finance institution located at 422 West Sophia Street in Maumee, Ohio, United States. With a strong focus on providing top-notch financial services, Bluhm and Associates, Inc. has built a solid reputation for excellence in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment guidance, retirement planning, or estate management, Bluhm and Associates, Inc. is committed to providing you with the highest level of service and expertise. Visit their office today to learn more about how they can help you secure your financial future.

Katie Hire is a finance and insurance professional located at 655 Beaver Creek Circle in Maumee, Ohio. She is a part of Savage and Associates, where she has been working since 2006. Katie specializes in creating employee benefits packages for small businesses in Northwest Ohio, as well as assisting individuals and families with their personal finances, insurance, education funding, retirement planning, and estate needs. In her free time, Katie enjoys spending summers at the lake with her family, engaging in activities such as surfing, skiing, and quality time together. She also coaches Cross Country at St. Rose.

John Metzger is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. John Metzger joined Savage & Associates in 2016 with a mission to positively impact the community by offering sound insurance and financial strategies for protection and growth. Specializing in insurance protection, investments, and retirement plans for individuals, families, corporations, and nonprofits, John is dedicated to providing personalized and comprehensive financial services. John Metzger holds a Bachelor of Business Administration degree with a focus in Marketing and Organizational Leadership from the University of Toledo. He is registered in multiple states and holds designations as a Life and Health Licensed professional in Michigan, Ohio, and Virginia, as well as an Accredited Investment Fiduciary (AIF®).

Scott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.

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 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.

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, 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.