TOP 30 Personalized financial advice in Defiance, Ohio
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Hughes Financial Services
● ClosedHughes Financial Services is a reputable insurance agency located at 310 East 2nd Street in Defiance, Ohio, United States. With a strong commitment to providing top-notch insurance solutions, Hughes Financial Services offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Hughes Financial Services is dedicated to helping you find the right coverage at the best possible rates. Visit their office today and let them assist you in protecting what matters most to you.
310 E 2nd St, Defiance, OH 43512, United States -
Edward Jones - Financial Advisor: Logan Wolfrum
● OpenEdward Jones - Financial Advisor: Logan Wolfrum is a reputable finance institution located at 101 Clinton Street in Defiance, Ohio, United States. As a trusted financial advisor, Logan Wolfrum 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: Logan Wolfrum is dedicated to helping individuals and families secure their financial future.
101 Clinton St Suite 1700, Defiance, OH 43512, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1175 Hotel Drive in Defiance, Ohio, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to client satisfaction set them apart in the finance industry.
FM Investment Services1175, 1175 Hotel Dr, Defiance, OH 43512, United States -
Edward Jones - Financial Advisor: Matt Schmenk, AAMS™
● ClosedEdward Jones - Financial Advisor: Matt Schmenk, AAMS™ is a reputable financial institution located at 410 5th Street in Defiance, Ohio, United States. As a trusted advisor, Matt Schmenk, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Matt Schmenk, AAMS™ and the team at Edward Jones are dedicated to providing tailored solutions to meet your individual needs.
410 5th St, Defiance, OH 43512, United States -
Edward Jones - Financial Advisor: Jeremy L Otte
● ClosedEdward Jones - Financial Advisor: Jeremy L Otte is a trusted financial institution located at 100 Stadium Drive in Defiance, Ohio, United States. Specializing in finance, they provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Jeremy L Otte and his team offer a range of services including retirement planning, investment strategies, and wealth management. Whether you are looking to plan for the future or optimize your current financial situation, Edward Jones - Financial Advisor: Jeremy L Otte is dedicated to providing top-notch service and support.
100 Stadium Dr Ste D, Defiance, OH 43512, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 306 Clinton Street in Defiance, Ohio, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their commitment to personalized service and comprehensive financial solutions sets them apart as a trusted partner in managing and growing wealth.
306 Clinton St, Defiance, OH 43512, United States -
Ian Malhoit - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIan Malhoit is a Financial Advisor at Ameriprise Financial Services, LLC located at 912 East 2nd Street, Defiance, Ohio, United States. Ian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Ian is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or retirement planning, Ian Malhoit is here to help. Contact him today for expert financial guidance.
912 E 2nd St Ste 103, Defiance, OH 43512, United States -
Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBarbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 912 East 2nd Street, Defiance, Ohio, United States. Barbara G Malhoit holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of finance such as asset management, retirement planning, estate planning, investment analysis, and more. Barbara G Malhoit is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay current in the ever-changing financial landscape.
912 E 2nd St Ste 103, Defiance, OH 43512, United States -
Howard Hanna Defiance
● ClosedHoward Hanna Defiance is a leading institution offering finance, insurance, and real estate services in Defiance, Ohio. Located at 905 North Clinton Street, this institution is part of the Howard Hanna Real Estate Services network. Please note that Howard Hanna Real Estate Services is not a mortgage lender, but Howard Hanna Mortgage Services, licensed by various state departments, provides mortgage services. Whether you are looking to buy a new home, secure insurance coverage, or manage your finances, Howard Hanna Defiance is here to assist you with their professional and reliable services.
905 N Clinton St, Defiance, OH 43512, United States -
Defiance Income Tax
● ClosedWelcome to Defiance Income Tax, your trusted partner in accounting and financial services located at 631 Perry Street, Defiance, Ohio. We specialize in providing comprehensive tax preparation and financial solutions tailored to meet the unique needs of our community. As a local business deeply rooted in Defiance, we pride ourselves on delivering personalized service with the utmost professionalism and integrity. Our experienced team is dedicated to helping individuals, families, and businesses navigate the complexities of tax regulations and financial planning. Whether you're looking for assistance with tax filing, bookkeeping, or financial advice, Defiance Income Tax is here to support your financial well-being. Visit us today to experience the difference of working with a local business that truly cares about your financial success.
631 Perry Street, Defiance, Ohio 43512, United States -
SB Financial Group
● OpenWelcome to SB Financial Group, your trusted partner in financial services located in the heart of Defiance, Ohio. Situated conveniently at 401 Clinton Street, our firm is dedicated to helping individuals and businesses achieve their financial goals with confidence and expertise. At SB Financial Group, we offer a comprehensive range of financial solutions tailored to meet the unique needs of our clients. Our experienced team of financial advisors is committed to providing personalized service and strategic guidance in areas such as investment management, retirement planning, tax strategies, and wealth preservation.
401 Clinton Street, Defiance, Ohio 43512, United States -
American Freedom Financial Services
● OpenWelcome to American Freedom Financial Services, your trusted partner in achieving financial independence and success. Conveniently located at 123 Clinton Street in Defiance, Ohio, we are committed to providing personalized financial solutions that cater to your unique needs and goals. Our team of experienced professionals offers a wide range of services, including financial planning, investment advice, retirement strategies, and more, all designed to help you navigate the complexities of the financial world with confidence. At American Freedom Financial Services, we pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients. Visit us today and discover how we can help you secure a brighter financial future.
123 Clinton Street, Defiance, Ohio 43512, United States -
Andres O'Neil & Lowe Insurance Agency
● ClosedAndres O'Neil & Lowe Insurance Agency is a trusted insurance agency located in Archbold, Ohio. They provide secure insurance with pricing and coverage tailored to meet individual needs. The agency is known for being thorough, reliable, and professional, always looking out for the best interests of their clients. They design coverage based on individual needs, understanding the importance of quality coverage. The agency works to exceed expectations and act as a part of the client's team. They specialize in homeowners insurance, ensuring that clients have adequate coverage for their homes and personal belongings in case of unexpected events such as fires or storms.
212 N Defiance St, Archbold, OH 43502, United States -
Lauber Insurance Group Inc: Aeschliman Sandy
● OpenLauber Insurance Group Inc: Aeschliman Sandy is an insurance agency located at 108 North Defiance Street in Archbold, Ohio, United States. With a focus on providing personalized insurance solutions, they offer a wide range of coverage options to meet the needs of individuals and businesses alike. The experienced team at Lauber Insurance Group Inc: Aeschliman Sandy is dedicated to helping clients find the right policies to protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, you can trust this agency to provide expert guidance and exceptional service.
108 N Defiance St A, Archbold, OH 43502, United States -
Doug Nicola - State Farm Insurance Agent
● OpenDoug Nicola - State Farm Insurance Agent is an insurance agency located at 945 East 2nd Street in Defiance, Ohio, United States. Doug Nicola has been a State Farm Agent since 1994 and holds a Masters degree from Western Michigan University. With 40 years of marriage, 7 children, and 12 grandchildren, Doug is an active member of his local church and is involved in overseas missions. At Doug Nicola - State Farm Insurance Agent, we provide tips on avoiding the dangers of drunk driving, advice on buying a condo, and information on maintaining a clean chimney for your fireplace. Our mission is to establish a strong relationship with our customers and provide personalized service both personally and professionally.
945 E 2nd St, Defiance, OH 43512, United States -
Jodi Herman - State Farm Insurance Agent
● ClosedJodi Herman - State Farm Insurance Agent is an insurance agency located at 224 North Defiance Street in Archbold, Ohio, United States. Specializing in auto, recreational vehicle, home, renters, and life insurance, the agency is dedicated to helping clients navigate the insurance process and find the coverage that best suits their needs. Jodi Herman, a proud graduate of Archbold High School and the University of Toledo, has been with State Farm since 1989. Along with her husband and two boys, she is actively involved in the community, serving as the current athletic booster president in Edgerton. Lea, who has been with the office since 2011, provides excellent customer service and support. The agency offers tips on avoiding drunk driving, car theft prevention, and other insurance-related information. For inquiries, clients can call, click, or stop by the office. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. The agency emphasizes the importance of consulting a tax or legal advisor for personalized advice.
224 N Defiance St, Archbold, OH 43502, United States -
Greg Schuette - State Farm Insurance Agent
● ClosedGreg Schuette - State Farm Insurance Agent is a well-established insurance agency located at 135 West Washington Street in Napoleon, Ohio. With over 43 years of experience, our dedicated staff is committed to providing insurance and financial services to the residents of Henry, Fulton, Defiance, Wood, and Putnam Counties. Whether you are in need of auto, home, life, or health insurance, we are here to protect your financial future in the most cost-effective way possible. At Greg Schuette Insurance Agency, we understand the importance of personalized service and are proud to offer plain language answers to all your insurance questions. From free quotes on auto, car, truck, motorcycle, homeowners, condo, and renters insurance, to creating a Personal Price Plan for you and your family, we are here to help you every step of the way.
135 W Washington St, Napoleon, OH 43545, United States -
Ryan Dauterman
● ClosedRyan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.
1224 W Wooster St, Bowling Green, OH 43402, United States -
S&S Consulting, LLC
● ClosedS&S Consulting, LLC is a reputable accounting and finance firm located at 1101 Ralston Avenue in Defiance, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. At S&S Consulting, LLC, we are committed to helping our clients achieve their financial goals with personalized and expert advice. Contact us today to learn how we can assist you with your accounting and finance needs.
1101 Ralston Ave, Defiance, OH 43512, United States -
Freedom Investment Services
● OpenFreedom Investment Services is a leading finance institution located at 1207 South Defiance Street in Archbold, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, our experts are here to provide personalized guidance and support. At Freedom Investment Services, we prioritize transparency, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards financial freedom.
1207 S Defiance St, Archbold, OH 43502, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 419 5th Street in Defiance, Ohio, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and guidance tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you make informed decisions and secure your financial future.
419 5th St Suite 1010, Defiance, OH 43512, United States -
Maumee Trail Investments
● OpenMaumee Trail Investments is a finance institution located at 28611 Ohio 281 in Defiance, Ohio, United States. They specialize in providing comprehensive investment services to help clients achieve their financial goals. With a team of experienced professionals, Maumee Trail Investments offers personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth or plan for the future, Maumee Trail Investments is dedicated to helping you navigate the complex world of finance with confidence.
28611 OH-281, Defiance, OH 43512, United States -
Premier Bank
● ClosedPremier Bank is a trusted financial institution located at 1177 North Clinton Street in Defiance, Ohio, United States. As a full-service bank, Premier Bank offers a wide range of financial services including ATM access, personal and business banking, loans, and investment options. With a commitment to providing top-notch customer service and innovative financial solutions, Premier Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the premier banking experience.
1177 N Clinton St, Defiance, OH 43512, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1937 East 2nd Street in Defiance, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to see how we can help you achieve your financial goals.
1937 E 2nd St, Defiance, OH 43512, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 821 Defiance Street in Wapakoneta, 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 or a business owner, H&R Block is dedicated to helping you navigate the complex world of accounting and finance with ease and confidence. Visit us today to learn more about how we can assist you in achieving your financial goals.
821 Defiance St, Wapakoneta, OH 45895, United States -
Arthur Law Firm Co., LPA
● ClosedArthur Law Firm Co., LPA is a trusted institution located at 901 Ralston Avenue in Defiance, Ohio. Specializing in legal services, particularly in the field of personal injury law, the firm serves clients in the Greater Toledo and Northwest Ohio regions. With four convenient locations in Toledo, Defiance, Maumee, and Napoleon, Arthur Law Firm is dedicated to providing personalized service and achieving proven results for their clients. If you have been involved in a car accident or any other type of personal injury incident, the experienced team of car accident lawyers at Arthur Law Firm is here to advocate for you. They understand the physical and financial toll that accidents can take, and will work tirelessly to ensure that you receive the compensation you deserve. Whether you are dealing with medical bills, insurance companies, or legal proceedings, the attorneys at Arthur Law Firm will guide you through the process and keep you informed every step of the way.
901 Ralston Ave, Defiance, OH 43512, United States -
Weber Ian A
● ClosedWeber Ian A is a reputable institution located at 401 Wayne Avenue in Defiance, Ohio, United States. Known for their expertise and professionalism, they offer a wide range of services to meet the needs of their clients. Whether you are in need of legal advice, financial planning, or other professional services, Weber Ian A is dedicated to providing top-notch assistance. Their experienced team is committed to ensuring that each client receives personalized attention and high-quality service. Visit Weber Ian A today to see how they can help you achieve your goals.
401 Wayne Ave, Defiance, OH 43512, United States -
Gallon, Takacs & Boissoneault Co., L.P.A.
● ClosedGallon, Takacs & Boissoneault Co., L.P.A. is a reputable law firm located at 6155 Park Square Drive in Lorain, Ohio, United States. Specializing in personal injury and wrongful death cases, the dedicated team of trial attorneys at GT&B has been protecting the rights of injury victims and their families for over 65 years. Serving clients in Ohio, Michigan, and Indiana, the firm offers comprehensive legal assistance for a variety of cases, including car accidents, truck accidents, Workers’ Compensation, and Social Security Disability. At Gallon, Takacs & Boissoneault, clients can expect personalized attention and expert guidance from experienced lawyers. The firm offers free consultations to help accident victims understand their legal options, evaluate their cases, and pursue fair compensation. With a contingency fee basis, clients only pay fees if the firm successfully recovers compensation on their behalf.
6155 Park Square Dr #10, Lorain, OH 44053, United States -
David D. Luderman CPA
● ClosedDavid D. Luderman CPA is a professional accounting and finance institution located at 317 Jefferson Avenue in Defiance, Ohio, United States. Our services include tax preparation, payroll management, financial planning, and more. We offer online apps for easy business transactions and a refund tracker for your convenience. Our team is dedicated to providing personalized tax support tailored to your needs and guiding you towards a healthy financial future. Let us take the stress out of running your business so you can focus on what you love. With our expertise, we can help reduce the burden of tax season and offer deeper insight to help your business grow. Explore the right technology to impact your small business and learn how to manage your business debt effectively. At David D. Luderman CPA, we prioritize the wellness of your business, body, and mind.
317 Jefferson Ave, Defiance, OH 43512, United States -
Kristine Walters, CPA
● ClosedKristine Walters, CPA is a reputable accounting and finance institution located at 317 Jefferson Avenue in Defiance, Ohio, United States. Our team of experts offers a wide range of services to help you manage your business finances effectively. From tax support tailored to your needs to payroll services that will save you time and stress, we are here to guide you towards a healthy financial future. With the right technology and personalized advice, we can help you grow your business and reduce the burden of tax season. Visit us online to access our convenient apps and resources, including a refund tracker. Let Kristine Walters, CPA take care of your financial needs so you can focus on what you love.
317 Jefferson Ave, Defiance, OH 43512, United States
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