Retirement wealth management in Vermilion, Ohio

Roztas Financial Services LLC, located at 3409 Liberty Avenue in Vermilion, Ohio, is a finance and insurance agency. As a part of B. Riley Wealth, we offer a world-class wealth management and financial planning platform to provide clients with a full suite of services including brokerage, investment management, insurance, and tax preparation. Our institution is backed by a parent company with a powerful national footprint, offering stability and strength to address complex financial needs. Our financial professionals have the expertise, experience, and resources to help clients grow, protect, and enjoy their wealth. From individuals and families to businesses and non-profit organizations, we develop comprehensive wealth plans tailored to clients' financial goals. With access to extensive capital market products and services, including award-winning equity research through B. Riley Securities, we can help clients achieve their financial goals.

Jeff Walker - Thrivent is a finance institution located at 4748 Hollyview Drive, Vermilion, Ohio, United States. They are licensed in multiple states including FL, KS, MI, MN, NC, OH, SC, and VT. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. 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 and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.

Edward Jones - Financial Advisor: Sylvia Anderson is a reputable financial institution located at 1605 Ohio 60, Vermilion, Ohio, United States. Sylvia Anderson is a dedicated and experienced financial advisor who offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Sylvia Anderson provides expert guidance and customized solutions to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Sylvia Anderson at Edward Jones is committed to providing top-notch financial advice and support.

Edward Jones - Financial Advisor: Paul Hoffman is a reputable finance institution located at 1605 Ohio 60 in Vermilion, Ohio, United States. As a trusted financial advisor, Paul Hoffman offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, clients can trust Edward Jones - Financial Advisor: Paul Hoffman to guide them towards a secure financial future.

Edward Jones - Financial Advisor: Tom Chaplin is a trusted financial institution located at 5295 Liberty Avenue in Vermilion, Ohio, United States. As a dedicated financial advisor, Tom Chaplin provides personalized investment and wealth management 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: Tom Chaplin is committed to providing expert financial guidance and support to individuals and families in the Vermilion area. Contact them today to start planning for a secure financial future.