TOP 30 Best Senior financial services in Maumee, Ohio

America's Retirement Headquarters, located at 1700 Woodlands Drive in Maumee, Ohio, has been providing real-world financial strategies and services to retirees and beyond since 1994. With a focus on building close, personal relationships with clients in the Michigan and Ohio communities, we help individuals achieve their future visions through customized financial planning. Our team of professionals offers a full range of services, including trusts, wills, tax strategies, and more, to create a comprehensive retirement plan tailored to your needs and desires. Whether you are in the midst of your career, nearing retirement, or already in retirement, our advisors are here to guide you on your financial planning and retirement journey. Visit our YouTube channel for the latest in financial and retirement news, and contact us today to speak with one of our advisors and get started on securing your financial future.

Rachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.

Health Markets Insurance is an insurance agency located in Maumee, Ohio, United States. We specialize in providing a wide range of health insurance options to meet the diverse needs of our clients. Our experienced agents are dedicated to helping individuals and families find the right coverage at the best possible rates. Whether you are looking for individual health insurance, Medicare plans, or group coverage for your business, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

TDC Life is a leading insurance agency located at 1440 Arrowhead Drive in Maumee, Ohio, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families. Our team of experienced agents is dedicated to helping our clients protect what matters most to them, whether it's their home, car, health, or future financial security. At TDC Life, we are committed to providing personalized service and tailored insurance solutions to ensure peace of mind for our customers. Contact us today to learn more about how we can help you with your insurance needs.

John Falk II, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in life insurance products and services, John Falk II is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and a wealth of knowledge in the insurance industry, John Falk II is a trusted advisor for clients seeking to secure their loved ones' well-being. Contact John Falk II, Bankers Life Agent today to discuss your insurance needs and explore coverage options.

Anthony Scott, Bankers Life Agent is an insurance agency located at 1657 Holland Road, Maumee, Ohio, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the right coverage for your needs. Planning for long-term care is crucial in today's world, and our agents are here to help you prepare and have important discussions with your loved ones. At Bankers Life, we are currently recruiting for agent, manager, and investment professional opportunities. If you are passionate about helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. With unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office, you can achieve more with Bankers Life. Contact us today to start planning your financial future.

Brad Balster, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance products and services, Brad Balster is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Brad Balster, Bankers Life Agent is committed to helping clients find the right coverage to meet their specific needs. Whether it's life insurance, long-term care insurance, or retirement planning, Brad Balster is here to help clients navigate the complexities of insurance and secure their financial well-being.

Retirement Guys is a trusted investment firm located at 1700 Woodlands Drive, Maumee, Ohio, United States. Our mission is to help you manage your assets and provide financial planning services so you can enjoy your retirement with peace of mind. With over 25 years of experience, we offer a simple and transparent asset management fee structure. Our fiduciary approach to money management ensures that your assets are protected against risk. At Retirement Guys, we can assist you with distributing and reallocating your retirement savings in a tax-efficient manner, while reducing unnecessary fees. We offer a range of investment options, including Taxable, Tax-Deferred, and Tax-Free accounts, to help you build a personalized strategy for your financial goals.

Directions Credit Union is a trusted financial institution located at 1446 South Reynolds Road in Maumee, Ohio. As a full-service credit union, we offer a wide range of financial services to meet the needs of our members. Whether you're looking for a convenient ATM location or need assistance with your finances, our friendly staff is here to help. Visit us today to experience the benefits of banking with Directions Credit Union.

Sun Federal Credit Union is a trusted financial institution located at 1625 Holland Road in Maumee, Ohio, United States. As a credit union, we are dedicated to providing our members with personalized financial solutions and exceptional customer service. Whether you're looking for a savings account, loan, or investment opportunity, our experienced team is here to help you achieve your financial goals. Join us today and experience the benefits of banking with Sun Federal Credit Union.

Mosley Glick O'Brien, Inc. is a respected institution located at 571 Longbow Drive in Maumee, Ohio, United States. With a reputation for excellence in their field, they offer a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, investment management, or retirement planning, the team at Mosley Glick O'Brien, Inc. is dedicated to helping you achieve your goals. Their knowledgeable and experienced staff are committed to providing top-notch service and personalized solutions to help you make the most of your financial resources. Visit them today to see how they can help you secure your financial future.

Bankers Life, located at 1705 Indian Wood Circle in Maumee, Ohio, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping clients compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life also offers opportunities for individuals interested in becoming agents, managers, or investment professionals. Our award-winning training programs and flexible schedule provide a path to achieve financial security and success in your career. Join us at Bankers Life and start planning for a financially secure retirement today!

Golden Reserve, located at 1925 Indian Wood Circle, Maumee, Ohio, is a finance institution dedicated to helping retirees in Lucas County protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to ensure clients can enjoy their retirement years with peace of mind. The institution has been recognized for its expertise and growth, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. With over 1,000 Ohio retirees already benefiting from their services, Golden Reserve is a trusted partner in retirement planning. Contact their Maumee team today to schedule a consultation and start planning for a secure retirement future.

Scott Knauff, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle, Maumee, Ohio, United States. Scott Knauff, the Unit Supervisor and Insurance Sales Representative, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Scott can help you find the right coverage to meet your needs. With the rising cost of healthcare, long-term care planning is essential, and Scott is ready to assist you in preparing for the future. Contact Scott Knauff, Bankers Life Agent today to start planning your next steps.

Morgan McGiffin, Bankers Life Agent, located at 1705 Indian Wood Circle in Maumee, Ohio, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agent, Morgan Serratos, is a Unit Field Trainer and Insurance Sales Representative who can help you navigate the complexities of Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering premiums as low as $0 per month. In addition, our agency can assist you in planning for long-term care, as the need for such care becomes increasingly important in today's aging population. Start planning your future with Morgan McGiffin, Bankers Life Agent today.

Catherine McMurran, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio. Specializing in providing Bankers Life insurance products, Catherine McMurran offers personalized and comprehensive coverage options to meet the individual needs of each client. With a focus on customer service and financial security, this agency is dedicated to helping clients protect their assets and plan for the future. Contact Catherine McMurran, Bankers Life Agent today to discuss your insurance needs and secure peace of mind for you and your loved ones.

Donna Obe, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio. As a representative of Bankers Life, Donna Obe specializes in providing insurance solutions for individuals and families. With a focus on personalized service and attention to detail, Donna Obe helps clients navigate the complexities of insurance policies to find the coverage that best suits their needs. Whether it's life insurance, health insurance, or retirement planning, Donna Obe is dedicated to helping clients protect what matters most. Visit Donna Obe, Bankers Life Agent today to discuss your insurance needs and secure your financial future.

Josiah Leon, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance solutions, Josiah Leon offers a range of products and services to meet the needs of individuals and families. With a focus on personalized service and tailored insurance plans, clients can trust Josiah Leon to help protect their financial future. Contact them today to learn more about their offerings and how they can assist you in securing your peace of mind.

Joshua Martinez, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Joshua Martinez offers a range of products and services to meet the unique needs of each client. With a focus on customer service and financial security, clients can trust Joshua Martinez to help them protect what matters most. Contact them today to learn more about their insurance options and how they can help you plan for the future.

Kristin Hubaker, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. As a trusted Bankers Life agent, Kristin Hubaker provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on integrity and customer service, Kristin Hubaker is dedicated to helping clients find the right insurance coverage to meet their specific needs and goals. Contact Kristin Hubaker, Bankers Life Agent today to learn more about their insurance services and how they can help you plan for the unexpected.

Zachary Shepard, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing insurance solutions, Zachary Shepard offers personalized service and expertise to help clients protect their financial futures. With a commitment to integrity and professionalism, Zachary Shepard, Bankers Life Agent is dedicated to helping individuals and families secure the insurance coverage they need. Contact them today to learn more about their services and how they can assist you in achieving peace of mind.

Carlos Garcia, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. As a trusted agent for Bankers Life, Carlos Garcia provides a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Carlos Garcia is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Carlos Garcia is here to help you navigate the complex world of insurance and secure your financial well-being.

Erin Hens, Bankers Life Agent is a reputable insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Erin Hens and her team are dedicated to helping clients protect their financial futures. With a focus on Bankers Life products, they offer a range of insurance options including life, health, and retirement plans. Trust Erin Hens, Bankers Life Agent to provide expert guidance and support in navigating the complex world of insurance.

Laurel Espen, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Laurel Espen is dedicated to helping clients protect their financial well-being and plan for the future. With a focus on integrity and professionalism, Laurel Espen, Bankers Life Agent is committed to delivering top-notch service and support to individuals and families in the Maumee area. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.

Raquan Lowery, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in providing insurance products and services from Bankers Life, Raquan Lowery offers personalized and comprehensive coverage options to meet the individual needs of each client. With a commitment to exceptional customer service and a focus on helping clients protect their financial future, Raquan Lowery, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their insurance offerings and how they can help you secure peace of mind for the future.

Elder Advocates & Estates, LLC is a reputable law firm located in Maumee, Ohio, dedicated to protecting the rights and interests of older adults and their loved ones since 1997. Specializing in estate planning, the firm offers a range of services including Wills, Trusts, Powers of Attorney, and Health Care Directives. They also handle Guardianships, Medicaid Planning, and Estate Administrations. With a focus on individualized care and attention, the team at Elder Advocates & Estates, LLC brings years of experience and professionalism to each case. Clients praise the firm for their thoroughness, professionalism, and results-driven approach. If you or a loved one are in need of legal assistance related to elder care or estate planning, do not hesitate to contact Elder Advocates & Estates, LLC for a consultation.