Personal investment planning in Salem, Ohio
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Bailey Financial Planning
Bailey Financial Planning, located at 992 East State Street in Salem, Ohio, is a finance institution that offers comprehensive financial planning services. Whether you are just starting to invest or have years of experience, Bailey Financial Planning can help you create a personalized financial plan that will last a lifetime. Securities are offered through American Portfolios Financial Services, Inc., a member of FINRA/SIPC, and advisory services are provided through American Portfolios Advisors, Inc., a registered investment advisor. Bailey Financial Planning operates independently of APFS and APAI.
UIS Insurance & Investments
UIS Insurance & Investments is a reputable finance and insurance agency located at 152 West Water Street in Oak Harbor, Ohio, United States. With a strong focus on providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, UIS Insurance & Investments is here to provide personalized solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
U.S. Bancorp Investments - Financial Advisors: Oak Harbor
U.S. Bancorp Investments - Financial Advisors in Oak Harbor, Ohio, is a trusted institution that provides expert financial advice and investment services to help clients achieve their financial goals. Located at 215 West Water Street, our team of experienced financial advisors is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to help you navigate the complexities of the financial market. Trust U.S. Bancorp Investments - Financial Advisors in Oak Harbor to help you secure your financial future.
H&R Block
H&R Block is a trusted accounting and finance institution located at 196 East State Street in Salem, Ohio, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a go-to destination for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to providing personalized solutions tailored to your unique needs. Visit their office in Salem today to experience their top-notch services firsthand.
Summit Federal Credit Union
Summit Federal Credit Union is a trusted financial institution located at 1070 East State Street in Salem, Ohio, United States. As a credit union, we are dedicated to providing our members with personalized financial solutions and exceptional customer service. Whether you are looking for a savings account, loan, or other financial services, our experienced team is here to help you achieve your goals. Join us today and experience the benefits of banking with Summit Federal Credit Union.
Stifel
Stifel is a leading finance institution located at 100 South Broadway Avenue in Salem, Ohio, United States. With a strong reputation for providing top-notch financial services, Stifel offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to clients, ensuring they make informed decisions about their finances. Whether you're looking to grow your wealth, plan for retirement, or invest in the markets, Stifel is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Zimmerman Capital Management, LLC
Zimmerman Capital Management, LLC is a finance institution located at 1450 Ohio 344 in Salem, Ohio, United States. They specialize in providing investment management services to individuals and businesses looking to grow their wealth and achieve their financial goals. With a team of experienced professionals, Zimmerman Capital Management, LLC offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or simply looking to build wealth over time, they are dedicated to helping you make informed financial decisions and achieve long-term success.
Edward Jones - Financial Advisor: John H Wise, AAMS™
Edward Jones - Financial Advisor: John H Wise, AAMS™, located at 2380 Southeast Boulevard in Salem, Ohio, is a trusted financial institution specializing in personalized financial planning and investment services. With over a decade of experience and the Accredited Asset Management Specialist™ (AAMS) designation, John H Wise provides expert guidance and tailored solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing top-notch financial advice and support. Visit us today to start your journey towards a secure financial future.
Jody M Pol - Financial Advisor, Ameriprise Financial Services, LLC
Jody M Pol, a financial advisor at Ameriprise Financial Services, LLC, located at 5161 Salem Hills Lane in Cincinnati, Ohio, United States, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Jody M Pol is registered to conduct securities business in certain states and offers a range of financial planning services to help clients navigate market volatility and determine their risk tolerance. While Ameriprise Financial cannot guarantee future financial results, they are committed to providing personalized advice to help clients make informed decisions. Clients can expect a thorough overview of financial planning concepts during the initial consultation. Those interested in learning more about the services offered by Jody M Pol and Ameriprise Financial can visit the FINRA's BrokerCheck website for background and qualification information.
St Bonore Financial Services
St. Bonore Financial Services is a family-owned finance institution located at 152 West Water Street in Oak Harbor, Ohio, United States. Specializing in comprehensive financial planning, they are dedicated to helping individuals and families secure their financial future and leave a legacy of love and security. As CERTIFIED FINANCIAL PLANNERS™, they offer services such as life insurance, retirement planning, and voluntary benefits programs for businesses. The father-daughter team at St. Bonore Financial Services is committed to building lifelong relationships with their clients, ensuring that their financial goals align with their values and priorities. With a focus on integrity and commitment, they strive to provide personalized and trustworthy service to the community of Oak Harbor and beyond. George A. St. Bonore and Erin R. Flower are licensed agents with New York Life Insurance Company and NYLIFE Securities LLC, offering a range of insurance and investment products to meet the unique needs of their clients. Contact St. Bonore Financial Services today to start planning for a brighter financial future.
Visiting Angels Home Care
Welcome to Visiting Angels of Salem, Ohio! Owned and operated locally by siblings Mark and Susan Frenger since 2003, our home care agency has been dedicated to providing personalized and compassionate care to seniors and disabled individuals. Our mission is to ensure that your loved ones can continue to live comfortably and independently in their own homes, surrounded by familiar settings and routines.
Premier Bank
Premier Bank is a reputable financial institution located at 650 East State Street in Salem, Ohio, United States. As a full-service bank, Premier Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. In addition, customers can conveniently access their accounts and conduct transactions through Premier Bank's ATM services. With a commitment to providing exceptional customer service and innovative financial solutions, Premier Bank is dedicated to helping individuals and businesses achieve their financial goals.
Morris Financial Group Inc
Morris Financial Group Inc is a reputable insurance agency located at 272 Penn Avenue in Salem, Ohio, United States. With a team of experienced professionals, we offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to providing personalized solutions to protect what matters most to you. Contact us today to learn more about how we can help you secure your financial future.
Farmers National Bank
Farmers National Bank is a trusted financial institution located at 2424 East State Street in Salem, Ohio. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Whether you need to deposit funds, withdraw cash, or apply for a loan, our friendly staff is here to assist you. Our convenient ATM services provide easy access to your money 24/7. Visit Farmers National Bank for all your banking and financial needs.
Hunter Associates
Hunter Associates is a leading finance institution located at 120 West 2nd Street in Salem, Ohio, United States. With a strong reputation for providing top-notch financial services, Hunter Associates offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial objectives, Hunter Associates is committed to helping you succeed.
LCNB National Bank
LCNB National Bank is a trusted financial institution located at 6123 U.S. 22 in Morrow, Ohio, United States. Offering a wide range of banking services including ATM access, this bank is dedicated to providing excellent customer service and helping individuals and businesses achieve their financial goals. With a strong reputation for reliability and stability, LCNB National Bank is a go-to destination for all your banking and finance needs.
Nationwide Solutions
Nationwide Solutions, located at 5525 Salem Avenue in Trotwood, Ohio, is a reputable institution specializing in accounting and finance services. With a decade of experience, they have been recognized as a 100 Best Company to Work For. Don't let the April Solar Eclipse cast a shadow on your business - Nationwide Solutions is here to help. They offer financial literacy education to help families save over $1,500 in 2023. With more Americans reaching retirement age, they provide expert advice to secure your financial future. Additionally, they offer services for farmers using ATVs and UTVs. Partnering with Puget Sound Kidney Centers, Nationwide Retirement Solutions now offers dialysis care support. Using generative artificial intelligence, they provide a free digital resource for pet health. Nationwide Solutions celebrates sports victories and champions like the Lincoln University Lions and Fayetteville State Lady Broncos. Trust Nationwide Solutions for all your accounting and finance needs.
Austin Creer
Austin Creer is a health institution located at 1995 East State Street in Salem, Ohio, United States. Our dedicated team of healthcare professionals is committed to providing high-quality care and services to our patients. With a focus on holistic wellness and personalized treatment plans, we strive to improve the health and well-being of all who walk through our doors. From preventative care to specialized treatments, Austin Creer is here to support you on your journey to optimal health.
Stratos Wealth Partners
Stratos Wealth Partners is a finance institution located at 295 East State Street in Salem, Ohio, United States. As a leading wealth management firm, Stratos Wealth Partners offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Stratos Wealth Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Joshua R Post
Edward Jones - Financial Advisor: Joshua R Post is a reputable financial institution located at 2380 Southeast Boulevard in Salem, Ohio, United States. Specializing in personalized financial planning and investment services, Joshua R Post and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to providing top-notch customer service and expert financial advice, Edward Jones is a trusted partner for individuals looking to grow and protect their wealth. Contact Joshua R Post today to schedule a consultation and take the first step towards financial success.
Edward Jones - Financial Advisor: Ken Lefever
Edward Jones - Financial Advisor: Ken Lefever is a finance institution located at 350 East State Street in Salem, Ohio, United States. As a trusted financial advisor, Ken Lefever provides personalized investment advice and financial planning 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: Ken Lefever is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
U.S. Bank – Wealth Management Banker: Brenda Provenzale
U.S. Bank's Wealth Management Banker, Brenda Provenzale, is dedicated to providing personalized financial solutions to clients in Oak Harbor, Ohio. Located at 215 West Water Street, Brenda offers expert advice and guidance on wealth management strategies tailored to each client's unique goals and needs. With a focus on building long-term relationships and delivering exceptional service, Brenda Provenzale is committed to helping clients achieve financial success and security. Trust U.S. Bank for all your wealth management needs.
Edward Jones - Financial Advisor: Jerrad L Shiets
Edward Jones - Financial Advisor: Jerrad L Shiets is a trusted financial institution located at 178 West Water Street in Oak Harbor, Ohio. Specializing in providing personalized financial planning and investment services, Jerrad L Shiets is dedicated to helping clients achieve their long-term financial goals. With a focus on building lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Jerrad L Shiets is committed to providing top-notch financial advice and guidance to individuals and families in the Oak Harbor area. Visit us today to start planning for a secure financial future.
Jeremy Ashley - Thrivent
Jeremy Ashley - Thrivent is a finance institution located at 161 West Water Street in Oak Harbor, Ohio, United States. At Jeremy Ashley - Thrivent, we are dedicated to helping our clients achieve their financial goals and secure their futures. Our team of experienced professionals offers a wide range of financial services, including investment planning, retirement planning, insurance solutions, and more. We strive to provide personalized and comprehensive financial guidance to each of our clients, helping them make informed decisions and navigate the complex world of finance with confidence. Visit us today to learn how we can help you build a strong financial foundation for the future.
LCNB National Bank
LCNB National Bank is a trusted financial institution located at 225 West Upper Lewisburg Salem Road in Brookville, Ohio, United States. As a full-service bank, LCNB offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, customers can easily access their funds and manage their finances. LCNB National Bank is committed to providing exceptional customer service and helping individuals and businesses achieve their financial goals.
Summit Federal Credit Union
Summit Federal Credit Union, located at 1446 Franklin Ave, Salem, OH 44460, is your local partner for all financial needs. As a member-focused financial institution, we are dedicated to providing personalized and comprehensive financial services to the community. Our offerings include savings and checking accounts, loans, mortgages, and a variety of investment options designed to help you achieve your financial goals. At Summit Federal Credit Union, we pride ourselves on our commitment to exceptional customer service, ensuring that each member receives the attention and support they deserve. Our knowledgeable and friendly staff are always ready to assist with financial planning, account management, and any other banking needs.
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