Professional financial consultant in Van Wert, OH
22 results found
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Thrivent Financial
● ClosedThrivent Financial, located at 10730 Lincoln Highway in Van Wert, Ohio, is a finance institution that believes everyone deserves a financial plan they can be confident about. Their team of financial advisors can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve your financial goals. Their free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial's financial advisors are there to help you take on the challenges and opportunities life gives you.
10730 Lincoln Hwy, Van Wert, OH 45891, United States -
Edward Jones - Financial Advisor: Eric Hurless, CFP®
● ClosedEdward Jones - Financial Advisor: Eric Hurless, CFP® is a reputable finance institution located at 1052 South Washington Street in Van Wert, Ohio, United States. As a Certified Financial Planner, Eric Hurless offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for retirement, saving for education, or building wealth, Eric Hurless and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.
1052 S Washington St Suite 1, Van Wert, OH 45891, United States -
Van Wert Auditor's Office
● OpenWelcome to the Van Wert Auditor's Office, your trusted local government office dedicated to serving the community of Van Wert, Ohio. Conveniently located at 121 Main Street, our office is committed to providing transparent, efficient, and accessible services to all residents and businesses in the area. At the Van Wert Auditor's Office, we specialize in a wide range of essential services, including property tax assessments, financial reporting, and maintaining accurate real estate records. Our knowledgeable and friendly team is here to assist you with any inquiries related to property valuations, tax rates, and public financial information.
121 Main Street, Van Wert, Ohio 45891, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 1167 Westwood Drive in Van Wert, Ohio, is a trusted insurance agency dedicated to helping individuals and businesses plan for their financial future. Our wide range of products and personalized guidance can help you make informed decisions to achieve your financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to support you every step of the way. At Western & Southern Life, we offer a comprehensive rewards package and top-notch training opportunities to ensure your personal success. Our commitment to providing high-quality products and services sets us apart, and our team of experienced professionals is ready to assist you with all your insurance and financial needs.
1167 Westwood Dr # 102, Van Wert, OH 45891, United States -
Capital Advisory Services, LLC
● ClosedCapital Advisory Services, LLC is a finance and insurance agency located at 211 South Walnut Street in Van Wert, Ohio, United States. Our services include retirement planning, asset management, college planning, insurance, and small business retirement plans. We offer securities through Berthel Fisher & Company Financial Services Inc. and investment advisory services through our independent firm, Capital Advisory Services, LLC. Please note that we do not provide legal or tax advice and there are risks involved with investing, including market fluctuation and potential loss of principal value. Visit our website to watch informative videos and use helpful calculators. Be sure to check the background of our investment professionals for your peace of mind.
211 S Walnut St, Van Wert, OH 45891, United States -
Tisha Fast - State Farm Insurance Agent
● ClosedTisha Fast - State Farm Insurance Agent is a reputable insurance agency located at 803 Fox Road in Van Wert, Ohio, United States. As an engaged resident of Van Wert, Tisha Fast is actively involved in various community organizations to enhance the well-being of the area and beyond. With licenses in both Ohio and Indiana, Tisha is dedicated to serving the Van Wert, Convoy, Ohio City, Middle Point, Paulding, and surrounding areas. The agency believes in tailoring insurance coverage to meet the specific needs of each customer, rather than a one-size-fits-all approach. Tisha and her team prioritize strong customer relationships and aim to simplify insurance by offering customized coverage options. With over 30 years of experience in the industry, the agency provides exceptional customer service and assistance with home, auto, and life insurance needs. Whether you have questions about coverage options, understanding your policy, or finding the right insurance provider, Tisha Fast - State Farm Insurance Agent is here to help. Contact them today for personalized insurance solutions that support your aspirations and help you build a lasting legacy.
803 Fox Rd, Van Wert, OH 45891, United States -
Strategence Capital, LLC
● ClosedStrategence Capital, LLC is a finance institution located at 10406 Ohio 118 in Van Wert, Ohio, United States. We specialize in helping businesses provide their employees with competitive retirement plans, ensuring that they feel confident about their future. Our services include strategic asset allocation and rebalancing, with a focus on long-term growth rather than market timing or guesswork. We believe in educating investors on the "12 Lessons" to help them make informed decisions about their financial future. Let us help you and your employees plan for a secure retirement.
10406 OH-118, Van Wert, OH 45891, United States -
Bashore Reineck Stoller & Waterman Inc
● ClosedBashore Reineck Stoller & Waterman Inc is a reputable accounting and finance institution located at 685 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise ensures that clients receive top-notch advice and support in managing their finances effectively. Trust Bashore Reineck Stoller & Waterman Inc for all your accounting and finance needs.
2471, 685 Fox Rd # 101, Van Wert, OH 45891, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 761 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world.
761 Fox Rd, Van Wert, OH 45891, United States -
Phillip Summersett - Thrivent
● ClosedPhillip Summersett - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which typically involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
10730 Lincoln Hwy, Van Wert, OH 45891, United States -
Mark Laurent - Thrivent
● ClosedMark Laurent - Thrivent is a finance institution located at 1179 Westwood Drive in Van Wert, Ohio, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through Dedicated Planning Services, which provide written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services.
1179 Westwood Dr # 302, Van Wert, OH 45891, United States -
Rose Tax and Bookkeeping Services
● OpenRose Tax and Bookkeeping Services is a trusted institution located at 1210 South Shannon Street in Van Wert, Ohio. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch tax and bookkeeping services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, Rose Tax and Bookkeeping Services is here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.
1210 S Shannon St, Van Wert, OH 45891, United States -
Carl Etzler - Thrivent
● ClosedCarl Etzler - Thrivent is a finance institution located at 10730 Lincoln Highway in Van Wert, Ohio, United States. They are licensed in multiple states including AZ, FL, IN, KY, MI, MN, OH, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through their Dedicated Planning Services. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA’s Broker Check.
10730 Lincoln Hwy, Van Wert, OH 45891, United States -
Diller & Rice LLC
● ClosedDiller & Rice LLC is a reputable firm located at 124 East Court Street in Van Wert, Ohio, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch expertise and personalized solutions to meet our clients' needs. With a strong commitment to excellence and a track record of success, Diller & Rice LLC is a trusted partner for individuals and businesses seeking expert guidance in navigating the complexities of financial and legal matters. Contact us today to learn more about how we can assist you in achieving your goals.
124 E Ct St, Van Wert, OH 45891, United States -
Adkins Bookkeeping & Tax Services
● OpenAdkins Bookkeeping & Tax Services is a reputable accounting and finance institution located at 131 East Central Avenue in Van Wert, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, payroll management, and financial consulting. Whether you are a small business owner or an individual in need of financial assistance, Adkins Bookkeeping & Tax Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Contact them today to learn more about how they can help you manage your finances effectively.
131 E Central Ave, Van Wert, OH 45891, United States -
Knodel Bradley CPA
● ClosedKnodel Bradley CPA is a reputable accounting and finance institution located at 1054 South Washington Street in Van Wert, Ohio, United States. With a team of experienced and knowledgeable Certified Public Accountants, Knodel Bradley CPA provides a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in the expertise and professionalism of Knodel Bradley CPA to meet their accounting and financial needs with precision and efficiency.
1054 S Washington St, Van Wert, OH 45891, United States -
Flagship
● ClosedFlagship is a trusted institution located at 316 West Ervin Road in Van Wert, Ohio, United States. Specializing in accounting, finance, and insurance services, Flagship is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Flagship offers expert advice and personalized services to help clients achieve their financial goals. Whether you need help with tax preparation, investment planning, or insurance coverage, Flagship is here to assist you every step of the way. Visit us today to experience the difference that Flagship can make in your financial future.
316 W Ervin Rd, Van Wert, OH 45891, United States -
Shultz Huber & Associates, Inc.
● ClosedShultz Huber & Associates, Inc. is a leading accounting and finance institution located at 595 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Their commitment to excellence and client satisfaction sets them apart in the industry. Visit Shultz Huber & Associates, Inc. for all your accounting and finance needs.
595 Fox Rd, Van Wert, OH 45891, United States -
Realtor Tera Knebel with Schrader Realty
● OpenRealtor Tera Knebel with Schrader Realty is a reputable real estate agency located at 2360 Shawnee Road in Lima, Ohio, United States. With a team of experienced professionals, they provide expert guidance and support to clients looking to buy or sell properties in the area. Please note that their services do not include any taxes or fees, so it is recommended to consult a financial professional for further assistance. Additionally, Schrader Realty Inc has two other convenient locations in Delphos and Van Wert, Ohio, offering even more options for clients in the region. Contact them today for all your real estate needs.
2360 Shawnee Rd, Lima, OH 45805, United States -
Beth Kitson - Thrivent
● OpenWelcome to Beth Kitson - Thrivent, your trusted partner in financial planning and investment management. Located at 1179 Westwood Drive, Van Wert, Ohio, we proudly serve clients across multiple states, including FL, IL, IN, KS, KY, MD, MI, MN, OH, and SC. With over 41 years of industry knowledge and experience, our team is dedicated to helping you clarify your financial picture and implement strategies to achieve your goals. At Beth Kitson - Thrivent, we specialize in client-centric holistic planning, focusing on maximizing your resources to ensure a secure financial future. Whether you're planning for retirement, establishing your legacy, or navigating life's unexpected turns, we are here to guide you every step of the way.
1179 Westwood Drive, Van Wert, Ohio 45891, United States -
Cowan & Son Funeral Home
● ClosedWelcome to Cowan & Son Funeral Home At Cowan & Son Funeral Home, located at 616 South Washington Street, Van Wert, Ohio, we are dedicated to providing compassionate and personalized funeral services to the families in our community. With decades of experience, our family-owned and operated funeral home understands the importance of honoring the life and legacy of your loved ones with dignity and respect.
616 South Washington Street, Van Wert, Ohio 45891, United States -
Sarah Rhinesmith, Realtor for Schrader Realty
● OpenWelcome to Sarah Rhinesmith, Realtor for Schrader Realty, your trusted partner in real estate located in the heart of Delphos, Ohio. Situated at 231 North Main Street, Delphos, OH 45833, Sarah Rhinesmith is dedicated to providing exceptional service to help you navigate the real estate market with confidence. Whether you are buying, selling, or investing, Sarah brings a wealth of knowledge and a personalized approach to meet your unique needs. With a commitment to excellence, Sarah Rhinesmith ensures that each client receives the attention and care they deserve throughout the entire real estate process. Her affiliation with Schrader Realty, a reputable firm with offices also at 800 E. Main Street, Van Wert, OH 45891, further enhances her ability to deliver outstanding results.
231 North Main Street, Delphos, Ohio 45833, United States
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