TOP 30 Security consulting in Wooster, Ohio
43 results found
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R. Lackey, Employee Benefits Consulting
● OpenR. Lackey, Employee Benefits Consulting is a reputable health and insurance agency located at 2413 Graustark Path in Wooster, Ohio, United States. With a team of experienced professionals, they specialize in providing comprehensive employee benefits consulting services to businesses of all sizes. Whether you are looking for health insurance, retirement plans, or other employee benefits, R. Lackey is dedicated to helping you find the best solutions to meet your needs. Trustworthy and reliable, R. Lackey, Employee Benefits Consulting is committed to ensuring the well-being and financial security of both employers and employees.
2413 Graustark Path, Wooster, OH 44691, United States -
Pat Paule
● OpenPat Paule is a finance, health, and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Patrick Paule has been with Savage and Associates since 1997, serving over 1,200 employees from nearly 50 employers as an employee benefit consultant. With expertise in healthcare reform, Patrick works closely with clients to understand their needs and goals, developing comprehensive benefits strategies that add value for both the company and its employees. Services offered by Pat Paule include risk analysis, data analytics, plan review, insurer and vendor relationships, and financial analysis for employers. Value-added services for employees include benefits communication, enrollment tools, financial wellness opportunities, claims support, and physical wellness plans. Patrick holds a Bachelor of Science degree in marketing and management and is licensed in life and health insurance.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Hummel Group
● OpenThe Hummel Group, located at 615 Riffel Road in Wooster, Ohio, is a finance and insurance agency dedicated to ensuring protection for the things that matter most. With a focus on bringing clarity and efficiency to employees' benefits administration, the Hummel Group offers niche expertise that can make a difference in your business. Their comprehensive financial planning services can help you reach your financial goals, while also providing coverage for crops, equipment, and property from seed to harvest. With a history dating back to 1957, the Hummel Group has built a business based on trust, offering a wide range of insurance solutions and financial strategies to help clients identify and manage risk while planning for the future. The Hummel Group is committed to doing what is best for you, rather than simply selling a policy or plan.
615 Riffel Rd, Wooster, OH 44691, United States -
Western & Southern Life Insurance Company
● OpenWestern & Southern Life Insurance Company is an insurance agency located at 2914 Cleveland Road, Wooster, Ohio, United States. We offer a variety of products to help you plan for your financial future, whether for personal or business needs. Our personalized guidance and solutions are tailored to your specific goals and circumstances. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to providing high-quality products and services, we are here to help you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Please note that not all Agents are registered to sell securities, so be sure to speak to someone who is licensed if you have specific investment needs. Western & Southern Life is the marketing name for The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company, both of which are financially responsible for their own products and services. We do not provide legal or tax advice, so it's always best to consult with a professional in those areas. Our financial strength ratings apply to the individual member insurance companies affiliated with Western & Southern, and we work with third-party content providers to ensure accuracy and reliability. By clicking on external links, you may be subject to the policies of those websites. Trust in Western & Southern Life Insurance Company to support you on your financial journey.
2914 Cleveland Rd UNIT A, Wooster, OH 44691, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 2345 Gateway Drive in Wooster, Ohio, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to individual needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to providing top-notch service and expertise to help you navigate the complexities of financial planning.
2345 Gateway Dr a, Wooster, OH 44691, United States -
Carleton "Holly" Hollister
● OpenCarleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Ryan Dauterman
● OpenRyan 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 -
Western & Southern Life Insurance Company
● OpenWestern & Southern Life Insurance Company, located at 2620B North Wooster Avenue in Dover, Ohio, is an insurance agency ready to help you plan for your financial future. With a range of products and personalized guidance, we can assist you in achieving your financial goals, whether for yourself or your business. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances. At Western & Southern Life, we are committed to providing the highest quality products and services to meet all your family's life insurance and financial needs. Our comprehensive rewards package, world-class training, and development opportunities demonstrate our dedication to your personal success. Securities are offered through W&S Brokerage Services, Inc., and all companies are members of the Western & Southern Financial Group.
2620B N Wooster Ave, Dover, OH 44622, United States -
Bob Koenigbauer
● OpenBob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.
1224 W Wooster St, Bowling Green, OH 43402, United States -
Richwood Investment Advisors, LLC
● OpenRichwood Investment Advisors, LLC is a reputable finance institution located at 5082 Wooster Road in Cincinnati, Ohio. With a team of experienced financial experts, Richwood Investment Advisors, LLC offers 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, our dedicated team is here to provide personalized guidance and support. Trust Richwood Investment Advisors, LLC to help you navigate the complexities of the financial world and make informed decisions for a secure future.
5082 Wooster Rd #100, Cincinnati, OH 45226, United States -
Marvin Wealth Management
● OpenMarvin Wealth Management is a prominent finance institution located at 441 East Beverly Road in Wooster, Ohio, United States. With a focus on providing comprehensive financial planning and investment management services, Marvin Wealth Management is dedicated to helping clients achieve their financial goals and secure their future. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Marvin Wealth Management is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a solid foundation for success.
441 E Beverly Rd, Wooster, OH 44691, United States -
Myers Financial Group LLC
● OpenMyers Financial Group LLC is a reputable finance institution located at 246 West Liberty Street in Wooster, Ohio, United States. With a team of experienced financial advisors, we offer a wide range of services including investment planning, retirement planning, wealth management, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
246 W Liberty St, Wooster, OH 44691, United States -
Sustar Financial Group
● OpenSustar Financial Group is a leading finance institution located at 4379 Cleveland Road in Wooster, Ohio, United States. Our dedicated team of financial experts offers a wide range of services including investment management, retirement planning, insurance solutions, and more. With a focus on personalized service and tailored financial strategies, we are committed to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Sustar Financial Group can support your financial needs.
4379 Cleveland Rd, Wooster, OH 44691, United States -
Star Strategies LLC
● OpenStar Strategies LLC is a finance institution located at 5022 Canaan Center Road in Wooster, Ohio, United States. Our focus is on helping retirees and pre-retirees create a commonsense retirement income strategy that will last a lifetime. By sitting down with us, you can discover what your ideal retirement looks like and receive a custom plan tailored to your unique goals. Our downloadable guide provides valuable information on important things to check now to ensure you and your family are prepared for the future, even in uncertain economic times. We offer seminars on retirement income strategies and legacy planning to further educate our clients.
5022 Canaan Center Rd, Wooster, OH 44691, United States -
Austin Wealth Solutions
● OpenAustin Wealth Solutions is a premier financial institution located at 127 East Liberty Street in Wooster, Ohio, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our experienced team of financial advisors offers a wide range of services, including investment planning, retirement planning, estate planning, and more. At Austin Wealth Solutions, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to schedule a consultation and take the first step towards financial success.
127 E Liberty St #370, Wooster, OH 44691, United States -
Briggs Financial Group
● OpenBriggs Financial Group is a reputable finance institution located at 105 East Liberty Street in Wooster, Ohio, United States. With a team of experienced financial professionals, Briggs Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. Clients can expect personalized and comprehensive financial guidance to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Briggs Financial Group is committed to providing expert advice and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.
105 E Liberty St Suite 300, Wooster, OH 44691, United States -
Franklin Investment Services
● OpenFranklin Investment Services is a reputable finance institution located at 404 West Liberty Street in Wooster, Ohio, United States. With a dedicated team of financial experts, Franklin Investment Services offers a wide range of investment solutions tailored to meet the unique needs and goals of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Franklin Investment Services is committed to providing personalized and professional financial advice and guidance. Trust Franklin Investment Services to help you navigate the complex world of finance and achieve your financial goals with confidence.
404 W Liberty St, Wooster, OH 44691, United States -
Huntington Private Bank
● OpenHuntington Private Bank is a prestigious finance institution located at 135 East Liberty Street in Wooster, Ohio, United States. The team at Huntington Private Bank is dedicated to providing a full range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. As a federally registered service mark of Huntington Bancshares Incorporated, Huntington Private Bank ensures that clients receive top-notch financial guidance and support. Additionally, Huntington Financial Advisors, a service mark under The Huntington Investment Company, offers securities and insurance products and services. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. With a commitment to excellence and personalized service, Huntington Private Bank is a trusted partner for all your financial needs.
135 E Liberty St, Wooster, OH 44691, United States -
Legacy Retirement Advisors
● OpenLegacy Retirement Advisors is a leading finance institution located at 4329 Cleveland Road in Wooster, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for a secure and prosperous retirement. We offer personalized financial planning services, investment management, and retirement income strategies to help our clients achieve their long-term financial goals. At Legacy Retirement Advisors, we are committed to providing expert guidance and exceptional service to ensure our clients have a successful and worry-free retirement.
4329 Cleveland Rd, Wooster, OH 44691, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a prestigious finance institution located at 543 Riffel Road in Wooster, Ohio, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced financial advisors are dedicated to providing personalized strategies tailored to your individual needs. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.
543 Riffel Rd Suite B, Wooster, OH 44691, United States -
Edward Jones - Financial Advisor: Kevin S Cochrane
● OpenEdward Jones - Financial Advisor: Kevin S Cochrane is a trusted finance institution located at 1236 West Wooster Street in Bowling Green, Ohio, United States. Kevin S Cochrane is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Kevin S Cochrane will work with you to create a customized financial plan tailored to your specific needs. Visit Edward Jones - Financial Advisor: Kevin S Cochrane today to start planning for a secure financial future.
1236 W Wooster St A, Bowling Green, OH 43402, United States -
Skylight Financial Group
● OpenSkylight Financial Group is a finance and insurance agency located at 3 Cincinnati Dayton Road in Olde West Chester, Ohio. Led by experienced financial advisor Rich, the institution offers comprehensive individualized planning to help clients achieve their long-term financial goals. Rich works closely with clients to develop strategies that encompass maximizing cash flow, building portfolios, managing taxes, protecting lifestyles, preparing for retirement, and leaving a legacy. He is dedicated to helping people with retirement planning and saving for college, and conducts regular meetings with clients for reviews. Rich graduated from The College of Wooster with a BA in Business Economics and holds series 6 and 63 securities registrations. He is also an LUTC Graduate of The American College. Outside of work, Rich is a devoted husband and father, volunteering in his community and church.
8833, 3 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Richard Pate - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard Pate is a financial advisor at Ameriprise Financial Services, LLC located at 621 Wooster Pike in Terrace Park, Ohio, United States. He offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. Richard provides regular reviews and updates to help clients adjust their approach as life changes. To schedule a complimentary initial consultation or learn more about financial planning concepts, interested individuals can contact Richard Pate. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Richard Pate's registration status in specific states.
621 Wooster Pike #6, Terrace Park, OH 45174, United States -
Edward Jones - Financial Advisor: Kayla A Grimslid, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Kayla A Grimslid, CFP®|AAMS™ is a reputable financial institution located at 614 Wooster Pike in Terrace Park, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Kayla Grimslid offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Visit us today to start planning for a secure financial future.
614 Wooster Pike Ste 6, Terrace Park, OH 45174, United States -
David Satterwhite - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Satterwhite - Financial Advisor at Ameriprise Financial Services, LLC located at 621 Wooster Pike in Terrace Park, Ohio, offers personalized financial planning services. With a focus on helping clients achieve their financial goals, David Satterwhite is registered in multiple states and can conduct securities business accordingly. The institution provides a comprehensive Client Relationship Summary Disclosure and encourages clients to explore the Retirement InteractiveSM tool to address common retirement concerns such as income sustainability, market fluctuations, and inflation impact. While Ameriprise Financial cannot guarantee future financial results, they are committed to providing expert guidance and support. Clients can expect a thorough initial consultation to discuss financial planning concepts and determine the best strategies for their individual needs. By referring friends or family members to David Satterwhite, clients can help others achieve their financial goals with the same level of personalized service and expertise. Members of Ameriprise Financial Services, LLC are also protected by FINRA and SIPC regulations, ensuring privacy and security in all financial transactions.
621 Wooster Pike #6, Terrace Park, OH 45174, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors, located at 2721 Christmas Run Boulevard in Wooster, Ohio, is a leading financial institution specializing in providing comprehensive financial planning and investment services. With a team of experienced advisors, Lincoln Financial Advisors offers personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Lincoln Financial Advisors is dedicated to providing expert guidance and support every step of the way. Visit us today to learn more about how we can help you build a solid financial foundation.
2721 Christmas Run Blvd, Wooster, OH 44691, United States -
Lifetime Financial Advisors LLC
● OpenLifetime Financial Advisors LLC is a reputable finance institution located at 2285 Eagle Pass in Wooster, Ohio, United States. With a team of experienced financial advisors, we provide personalized financial planning and investment services to help our clients achieve their long-term financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, our dedicated team is here to help you every step of the way. Trust Lifetime Financial Advisors LLC to provide you with expert financial advice and guidance for a secure financial future.
2285 Eagle Pass Suite C, Wooster, OH 44691, United States -
Edward Jones - Financial Advisor: Andy Jones, CFP®
● OpenEdward Jones - Financial Advisor: Andy Jones, CFP® is a reputable finance institution located at 2056 Portage Road in Wooster, Ohio, United States. As a Certified Financial Planner, Andy Jones offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is dedicated to providing top-tier financial services to individuals and families in the Wooster area. Visit us today to start planning for a secure financial future with the help of a trusted advisor like Andy Jones.
2056 Portage Rd, Wooster, OH 44691, United States -
Orion Financial Group - Ameriprise Financial Services, LLC
● OpenOrion Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 290 East Milltown Road in Wooster, Ohio, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device and have regular reviews to adjust strategies as needed. The institution also provides complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can access background and qualification information through FINRA's BrokerCheck website. The institution values privacy and security, with measures in place to protect client information. Whether planning for retirement, education, or a major purchase, Orion Financial Group is committed to helping clients achieve their financial goals.
290 E Milltown Rd Ste C, Wooster, OH 44691, United States -
Cochrell Financial, Inc.
● OpenCochrell Financial, Inc. is a reputable finance institution located at 1725 Cleveland Road in Wooster, Ohio, United States. With a strong commitment to providing top-notch financial services, Cochrell Financial, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Cochrell Financial, Inc. is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1725 Cleveland Rd, Wooster, OH 44691, United States
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