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TOP 30 Personalized financial plans in Lima, OH
86 results found
Search for local businesses, places and services near you
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 1662 West Breese Road in Lima, Ohio, United States. With a strong focus on providing personalized financial planning and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their future. The institution boasts a team of knowledgeable and experienced financial advisors who are dedicated to providing top-notch service and guidance to clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is a trusted institution that can help you navigate the complexities of the financial world.
Farmers Insurance - Brett Baumgardner
Farmers Insurance - Brett Baumgardner is an insurance agency located at 608 East Kiracofe Avenue in Elida, Ohio, United States. Brett Baumgardner, a lifelong resident of Ohio, is proud to serve the greater Lima area as a local Farmers® agent. The Baumgardner Insurance Agency prides itself on providing excellent customer service and ensuring that each client is well-informed about their specific coverage options. With 10 years of experience in the insurance industry, Brett can assist with auto, home, life, business, specialty insurance, and more. The office is conveniently located on Elida Road/State Route 309, just two miles west of the Lima Mall. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Brett can help you navigate the complexities of insurance. Farmers® has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts for home insurance. Brett can also help you review your life insurance policy, get renters insurance, or customize a business insurance package. For outdoor enthusiasts, Farmers® offers flexible coverage options for motorcycles, boats, ATVs, and more. Additionally, Brett can assist with personal umbrella insurance policies for added protection. For those looking to build a solid financial plan, Brett, as a Farmers Insurance and Financial Services agent, can provide professional guidance. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Brett Baumgardner today for all your insurance needs!
Farmers Insurance - Marc Wright
Farmers Insurance - Marc Wright is a local insurance agency located at 1572 Allentown Road in Lima, Ohio. As your Farmers® agent, Marc Wright has over 20 years of experience in the insurance industry and is dedicated to providing personalized service to his clients. Whether you need auto, home, life, business, or other types of insurance, Marc can help you find the right coverage for your needs and budget. Additionally, he offers financial services such as mutual funds, variable universal life insurance, annuities, IRAs, and more through Farmers Financial Solutions, LLC. With a focus on education and building relationships with policyholders, Marc will work with you to create a customized insurance plan that meets your specific needs. Contact Farmers Insurance - Marc Wright today for a consultation and start protecting what matters most to you.
Corey Frazer - State Farm Insurance Agent
Corey Frazer - State Farm Insurance Agent is a reputable insurance agency located at 1000 West Market Street in Lima, Ohio, United States. As a second-generation State Farm agent, Corey Frazer has been serving families in Ohio since 2005, offering a range of insurance services including Auto, Life, Business, Home, Renters, and IPS Insurance. The dedicated team at Corey Frazer State Farm is committed to providing personalized insurance solutions tailored to the unique needs of each client. With a focus on protecting what matters most to you, they offer fast and accurate insurance quotes for Auto, Home, Renters, and Life insurance. Corey Frazer has received several awards for his outstanding service, demonstrating his expertise in insurance and financial planning.
Farmers Insurance - Alan Davis
Farmers Insurance - Alan Davis is a reputable insurance agency located at 2550 West Breese Road, Lima, Ohio, United States. As a local Farmers® agent in Minster, OH, Alan Davis helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® has been providing insurance products to protect homes, cars, businesses, and more. Whether you need auto, home, renters, business, life, or recreational insurance, Alan Davis can help you customize a plan to reduce your risk and protect your investments. By bundling policies, you can save money and have peace of mind knowing that your assets are secure. Contact Alan Davis today for a personalized insurance quote and start building a solid financial plan for the future.
Farmers Insurance - Chadrick Williams
Farmers Insurance - Chadrick Williams is an insurance agency located at 2895 Harding Highway in Lima, Ohio, United States. As a lifelong resident of Lima, Chadrick Williams takes pride in serving the community and surrounding areas as a local Farmers® agent with over 9 years of industry experience. The agency focuses on addressing clients' insurance needs by taking a personable approach in listening and understanding their customers. They guide clients through the insurance process to ensure they are properly educated on their coverage options. Whether you are looking for home insurance, auto insurance, commercial insurance, life insurance, medical insurance, or recreational coverage, Farmers Insurance - Chadrick Williams is dedicated to ensuring that you are well taken care of. The agency is conveniently located near the Allen County Fairground and welcomes clients from Hardin County, Auglaize County, Logan County, and beyond. They are accredited with the BBB of Lima Toledo and offer comprehensive coverage options for all your insurance needs. Contact Farmers Insurance - Chadrick Williams for personalized and easy insurance solutions to protect what matters most to you.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 2500 Shawnee Road in Lima, Ohio, United States. With a strong commitment to helping individuals and businesses achieve financial security, Northwestern Mutual offers a wide range of insurance and investment products to meet the diverse needs of its clients. The institution is known for its personalized approach to financial planning and its dedication to providing top-notch customer service. Whether you are looking for life insurance, retirement planning, or investment opportunities, Northwestern Mutual is a trusted partner in helping you secure your financial future.
Huntington Wealth Advisors
Huntington Wealth Advisors, located at 631 West Market Street in Lima, Ohio, United States, offers insights and guidance to help protect and grow your personal wealth, investments, and business interests. Our team of economic professionals keeps you informed on financial news and market outlooks, working with you to customize a clear plan for your financial future. With a focus on personalized wealth management, we collaborate with you to understand your priorities and goals. Our array of banking services complements your wealth management strategy, including digital tools available in The Private Bank Hub for easy money management. We provide guidance to help you protect and grow your wealth, reflecting our commitment to serving others and supporting thriving communities through charitable donations. Huntington Private Bank® and Huntington Financial Advisors® offer a full range of wealth and financial services, including premium banking solutions, investment management, trust and estate administration, and insurance products. Our team is dedicated to delivering personalized solutions to help you achieve your financial goals. Trust and investment management services are provided by The Huntington National Bank, a subsidiary of Huntington Bancshares Incorporated. Please note that lending products, investment, insurance, and non-deposit trust products may involve risks and are not guaranteed by the bank or any government agency. As we strive to provide the best service, we value your feedback and welcome your comments after your visit to our institution. Thank you for considering Huntington Wealth Advisors for your financial needs.
Golden Reserve
Golden Reserve is a reputable finance institution located at 138 West High Street in Lima, Ohio, United States. With a strong focus on providing top-notch financial services to its clients, Golden Reserve is known for its expertise in wealth management, investment advisory, and retirement planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized strategies and exceptional customer service. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Golden Reserve is dedicated to helping you make informed financial decisions and secure a prosperous future.
Raymond James
Raymond James is a reputable finance institution located at 930 West Market Street in Lima, Ohio, United States. With a strong track record of providing top-notch financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James has the expertise and resources to guide you every step of the way. Trust Raymond James to secure your financial future and provide you with personalized solutions tailored to your specific needs.
Rea & Associates CPA Firm
Rea & Associates CPA Firm is a leading accounting and finance institution located at 2579 Shawnee Road in Lima, Ohio, United States. Our team of experienced certified public accountants provides a wide range of services including tax preparation, auditing, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Fortune Accounting & Business Solutions Inc
Fortune Accounting & Business Solutions Inc is a leading accounting and finance institution located at 1825 Allentown Road in Lima, Ohio, United States. With a team of experienced professionals, we offer a wide range of accounting and business solutions to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, our dedicated staff is here to provide you with personalized and reliable support. Trust Fortune Accounting & Business Solutions Inc to help you navigate the complexities of the financial world and secure a prosperous future for your business.
Karcz & Associates, CPAs
Karcz & Associates, CPAs is a reputable accounting and finance institution located at 2624 Penny Lee Drive in Lima, Ohio, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Karcz & Associates, CPAs is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
Siferd Professional Services, Inc.
Siferd Professional Services, Inc. is a reputable accounting and finance institution located at 718 North Cable Road in Lima, Ohio, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Siferd Professional Services, Inc. for all your financial needs.
Lentol, Violet, Kienitz & Company, LLP
Lentol, Violet, Kienitz & Company, LLP is a reputable accounting and finance firm located at 2981 Blue Jacket Court in Lima, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Lentol, Violet, Kienitz & Company, LLP is dedicated to helping you achieve your financial goals.
Jared T. Walsh CPA
Jared T. Walsh CPA is a reputable accounting and finance institution located at 711 Dean Avenue in Lima, Ohio, United States. We offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Our team of experienced professionals is dedicated to providing top-notch service and helping our clients achieve their financial goals. In addition to our core services, we also provide useful resources such as the Business Tax Checklist and Personal Tax Checklist for our clients' convenience. We serve all of Northwest Ohio, including Allen, Auglaize, Hancock, and Hardin County, and are committed to delivering personalized solutions tailored to each client's unique needs.
Deifendeifer Accounting - Small Business Specialists
Deifendeifer Accounting is a specialized firm located at 850 Bellefontaine Avenue in Lima, Ohio, United States. As small business specialists, we offer a wide range of accounting and finance services tailored to meet the unique needs of small businesses. Our team of experts is dedicated to providing personalized and professional assistance to help our clients achieve financial success. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, Deifendeifer Accounting is here to support you every step of the way. Trust us to be your trusted partner in navigating the complexities of accounting and finance for your small business.
Dennis Rockhold - Raymond James
Dennis Rockhold - Raymond James is a reputable finance institution located at 410 South Cable Road in Lima, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Dennis Rockhold - Raymond James is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure your financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 3650 Allentown Road in Lima, Ohio, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the team at Wells Fargo Advisors is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a reputation for integrity, Wells Fargo Advisors is a top choice for individuals and businesses seeking sound financial advice and guidance.
Trueblood Wealth Management
Trueblood Wealth Management is a premier financial institution located at 2500 Shawnee Road in Lima, Ohio, United States. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Trueblood Wealth Management, we prioritize personalized service and tailored financial solutions to meet the unique needs of each client. Trust us to help you navigate the complexities of the financial world and build a solid foundation for your wealth.
Stifel
Stifel is a leading financial institution located at 3654 Allentown Road in Lima, Ohio, United States. Specializing in finance, Stifel provides a wide range of investment services, wealth management solutions, and financial advice to individuals, businesses, and institutions. With a team of experienced professionals, Stifel is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, Stifel is committed to providing personalized solutions and exceptional service.
Fifth Third Securities - Jake Fashner
Fifth Third Securities - Jake Fashner is a finance institution located at 983 North Cable Road in Lima, Ohio, United States. Specializing in investment services, Fifth Third Securities offers a range of financial products and services to help clients achieve their financial goals. With experienced professionals like Jake Fashner on staff, clients can trust in expert guidance and personalized advice to make informed decisions about their investments. Visit Fifth Third Securities - Jake Fashner today to start planning for a secure financial future.
Fifth Third Private Bank - Lisa Tidd
Fifth Third Private Bank - Lisa Tidd is a reputable financial institution located at 225 North West Street in Lima, Ohio, United States. Specializing in private banking services, the institution offers personalized financial solutions to high-net-worth individuals, families, and businesses. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank - Lisa Tidd provides expert financial guidance and support to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and tailored financial solutions to meet the unique needs of each client.
Reservoir Wealth Management
Reservoir Wealth Management is a premier financial institution located at 2100 Lost Creek Boulevard in Lima, Ohio, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their future. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs of each individual. With a focus on transparency, integrity, and personalized attention, Reservoir Wealth Management is committed to providing top-notch financial solutions for our clients. Contact us today to learn more about how we can help you build and protect your wealth.
Fifth Third Securities - Zachary Miller
Fifth Third Securities - Zachary Miller is a reputable finance institution located at 225 North West Street in Lima, Ohio, United States. As a trusted financial services provider, they offer a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. With experienced professionals like Zachary Miller on their team, clients can expect expert guidance and top-notch service. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fifth Third Securities - Zachary Miller is dedicated to helping you make informed decisions and navigate the complex world of finance.
Edward Jones
Edward Jones is a reputable finance institution located at 2314 Harding Highway in Lima, Ohio, United States. Specializing in personalized financial services, Edward Jones is committed to helping individuals and families achieve their financial goals through expert guidance and tailored solutions. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you secure a stable financial future.
Sielschott, Walsh, Keifer, Regula & Sherer CPAs, Inc.
Sielschott, Walsh, Keifer, Regula & Sherer CPAs, Inc. is a reputable accounting and finance institution located at 711 Dean Avenue in Lima, Ohio, United States. Our team of experienced professionals offers a wide range of services to meet the financial needs of individuals and businesses. At Sielschott, Walsh, Keifer, Regula & Sherer CPAs, Inc., we provide personalized assistance to help you navigate through complex tax laws and financial regulations. Our services include tax preparation, financial planning, audit representation, and more.
Freedom Tax Service, LLC
Freedom Tax Service, LLC is a reputable accounting and finance institution located at 1428 West Shore Drive in Lima, Ohio, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to tax planning and consulting, Freedom Tax Service, LLC is dedicated to helping their clients navigate the complexities of the tax system and maximize their financial well-being. Their commitment to providing quality service and personalized attention sets them apart as a trusted partner in financial management.
Yoakum Tax Service
Yoakum Tax Service is a reputable accounting and finance institution located at 700 Lima Street in Kenton, Ohio, United States. With a team of experienced professionals, Yoakum Tax Service offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses looking to manage their finances effectively. Contact Yoakum Tax Service today to schedule a consultation and take control of your financial future.
H&R Block
H&R Block is a renowned accounting and finance institution located at 707 North Cable Road in Lima, Ohio, United States. With a team of expert tax professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Visit us today to experience top-notch accounting services in a welcoming and professional environment.
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