Retirement planning options in Marietta, Ohio
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Horizons Asset Management, LLC - Marietta
Horizons Asset Management, LLC in Marietta is a trusted financial institution located at 1204 County House Lane. With a team of experienced professionals, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Horizons Asset Management is dedicated to providing personalized solutions tailored to your individual needs. Contact them today to start planning for a secure financial future.
Amanda Marshall - State Farm Insurance Agent
Amanda Marshall - State Farm Insurance Agent is a trusted insurance agency located at 353 Pike Street in Marietta, Ohio. Conveniently situated at Exit 1 off I-77 in front of the Lafayette Shopping Center, we are proud to serve the community with a variety of insurance options to meet your needs. Our dedicated team is committed to protecting you and your loved ones, offering a range of insurance policies including home, car, life, and medical supplement insurance. We also specialize in insuring boats, RVs, motorcycles, and trailers, as well as offering policies for antiques, jewelry, farms, and small businesses. At our office, we prioritize educating our customers on their insurance coverage to ensure they understand where their money is being spent. We work with you to develop a customized plan that fits your budget and provides the proper protection. Our competitive deals and discounts, along with no fee monthly payment plans, make it easy for you to get the coverage you need. We service both Ohio and West Virginia, including areas such as Beverly, Lowell, Belpre, Parkersburg, and more.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 294 Front Street in Marietta, Ohio, United States, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management knowledge. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities they serve. Merrill Lynch Wealth Management offers a range of resources, technology, and expertise to help clients pursue their financial and life goals. Financial advisors at Merrill are dedicated to providing individually customized investment approaches and wealth management advice. They offer training, mentoring, and technology to help advisors assist clients in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks.
Edward Jones - Financial Advisor: Tim Kern
Edward Jones - Financial Advisor: Tim Kern is a reputable finance institution located at 327 4th Street in Marietta, Ohio, United States. Tim Kern is a knowledgeable and experienced financial advisor who offers personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Tim Kern can provide expert guidance and advice to help you make informed financial decisions. With a focus on building long-term relationships and putting clients' needs first, Edward Jones - Financial Advisor: Tim Kern is dedicated to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Mary Segrest, AAMS™|CRPC™
Edward Jones - Financial Advisor: Mary Segrest, AAMS™|CRPC™ is a reputable finance institution located at 292 Front Street in Marietta, Ohio, United States. Mary Segrest, a certified Accredited Asset Management Specialist and Chartered Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing comprehensive financial planning, Mary Segrest and her team at Edward Jones strive to help clients make informed decisions and secure their financial future.
Edward Jones - Financial Advisor: Kim Luft
Edward Jones - Financial Advisor: Kim Luft is a reputable financial institution located at 409 2nd Street in Marietta, Ohio, United States. Kim Luft is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kim Luft can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Kim Luft is a trusted partner in helping clients secure their financial future.
Norwood Greene Senior Living
Norwood Greene Senior Living is a premier senior living community located at 315 Colegate Drive in Marietta, Ohio, United States. Our facility offers a warm and welcoming environment for seniors looking for a comfortable and secure place to call home. With a range of amenities and services, including delicious meals, social activities, and personalized care plans, residents can enjoy a vibrant and fulfilling lifestyle. Our dedicated staff is committed to providing top-notch care and support to ensure the well-being and happiness of all residents. Come experience the exceptional quality of life at Norwood Greene Senior Living.
Settlers Bank
Settlers Bank is a trusted financial institution located at 115 3rd Street in Marietta, Ohio, United States. As a full-service bank, Settlers Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and organizations in the local community. With a commitment to providing personalized and attentive customer service, Settlers Bank strives to help customers achieve their financial goals and build a secure financial future. Whether you are looking for a checking account, savings account, mortgage loan, or investment advice, Settlers Bank is here to help you every step of the way. Visit us today to experience the difference of banking with Settlers Bank.
Peoples Bank
Peoples Bank is a trusted financial institution located at 138 Putnam Street in Marietta, Ohio, United States. As a full-service bank, Peoples Bank offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, online banking, and personalized customer service, Peoples Bank is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Peoples Bank.
River Cities Financial Services
River Cities Financial Services is a reputable finance institution located at 324 4th Street in Marietta, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or loans, we are here to provide personalized solutions tailored to your specific needs. Visit us today and let us help you navigate the world of finance with confidence and ease.
Commonwealth Financial Services
Commonwealth Financial Services is a reputable finance institution located at 512 3rd Street in Marietta, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Commonwealth Financial Services is the trusted partner you need for all your financial needs.
Edward Jones - Financial Advisor: Kimberly J Betz
Edward Jones - Financial Advisor: Kimberly J Betz is a trusted financial institution located at 115 South 3rd Street in Marietta, Ohio, United States. Specializing in finance, they offer personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Kimberly J Betz provides expert guidance on retirement planning, college savings, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Kimberly J Betz is dedicated to helping you make informed decisions and achieve financial success.
Lang Financial - Devola
Lang Financial - Devola is a reputable financial institution located at 4800 Ohio 60 in Marietta, Ohio, United States. Specializing in finance, Lang Financial - Devola offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial solutions tailored to each client's unique needs. Whether you're looking for investment advice, retirement planning, or assistance with taxes, Lang Financial - Devola is dedicated to helping you secure a stable financial future. Visit their office today to learn more about how they can assist you in managing your finances effectively.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 124 Gross Street in Marietta, Ohio, United States. With a strong focus on providing personalized financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors who are dedicated to providing expert guidance and support to clients. Whether you are looking to invest, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed financial decisions.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 138 Putnam Street in Marietta, Ohio, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services has the expertise and resources to help you navigate the complexities of the financial world. Trust in Raymond James to provide personalized and professional financial guidance tailored to your individual needs.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a reputable finance institution located at 346 3rd Street in Marietta, Ohio, United States. With a strong commitment to providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial goals, the experienced professionals at Janney Montgomery Scott LLC are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust Janney Montgomery Scott LLC to be your partner in building a secure financial future.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 332 2nd Street in Marietta, Ohio, United States. As a trusted financial services provider, Raymond James offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing personalized and comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor David T Treadway
Merrill Lynch Financial Advisor David T Treadway, located at 294 Front Street, Marietta, Ohio, United States, offers personalized wealth management strategies tailored to your individual goals. With a focus on understanding your full financial picture, David Treadway can create a flexible strategy to navigate changing market conditions. As a part of the Merrill Lynch tradition, he is dedicated to serving the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, David Treadway can help you build a personalized plan centered on your goals and aspirations. By engaging in conversations with you, he aims to identify and prioritize the goals that matter most to you, whether it's planning for retirement, saving for a home, or passing wealth to future generations.
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