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TOP 30 Small business consulting services in Van Wert, OH
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Capital Advisory Services, LLC
Capital 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.
Doug Sutton - Financial Advisor, Ameriprise Financial Services, LLC
Doug Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 120 East Ervin Road in Van Wert, Ohio, United States. Doug holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Doug specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Doug is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.
Adkins Bookkeeping & Tax Services
Adkins 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.
Keister & Baker, LLC
Keister & Baker, LLC is a reputable law firm located at 124 South Market Street in Van Wert, Ohio, United States. We are dedicated to providing expert legal services in a professional and easy-to-understand manner. Whether you need assistance with personal decisions, estate planning, business formation, or real estate transactions, our experienced team is here to help. Our firm specializes in estate planning, business structuring, and assisting the agricultural community with business and estate planning needs. We offer guidance on maximizing operational and tax advantages, while also focusing on wealth maintenance and transferability. Whether you have a small or large estate, our team can help you navigate the complexities of planning for the next generation.
Realtor Tera Knebel with Schrader Realty
Realtor 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.
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List of businesses, places and services in Ohio
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