TOP 30 Small business retirement planning in Van Wert, Ohio

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.

Kyle Wheeler - State Farm Insurance Agent is an insurance agency located at 301 East Main Street in Van Wert, Ohio, United States. Across the street from the Post Office on Main Street, Kyle Wheeler and his team are dedicated to providing exceptional service to their customers. With a focus on building lasting relationships, Kyle understands the importance of being prepared for life's uncertainties. As a State Farm Agent, Kyle brings a unique perspective to every interaction, knowing that behind every policy is a story, a dream, and a future worth protecting. With a mission to help people manage risks, recover from the unexpected, and realize their dreams, Kyle and his team are committed to serving the community of Van Wert.

H&R Block is a trusted accounting and finance institution located at 761 Fox Road in Van Wert, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world.

Thrivent Financial, located at 10730 Lincoln Highway in Van Wert, Ohio, is a finance institution that believes everyone deserves a financial plan they can be confident about. Their team of financial advisors can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve your financial goals. Their free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial's financial advisors are there to help you take on the challenges and opportunities life gives you.

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.

Edward Jones - Financial Advisor: Eric Hurless, CFP® is a reputable finance institution located at 1052 South Washington Street in Van Wert, Ohio, United States. As a Certified Financial Planner, Eric Hurless offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for retirement, saving for education, or building wealth, Eric Hurless and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Ryan J Lindemann is a reputable financial institution located at 707 Fox Road in Van Wert, Ohio, United States. With a focus on providing personalized financial planning and investment services, Ryan J Lindemann and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Ryan J Lindemann offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.

First Financial Bank - Mortgage: Josh Robertson is a trusted institution located at 1163 South Shannon Street, Van Wert, Ohio, United States. As a bank specializing in finance, our team of Wealth Advisors is dedicated to assessing your financial situation and helping you achieve your goals. Our institution offers competitive rates, such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, to help your savings grow. We also provide services to leverage the value of your home equity for big projects. Additionally, we offer personalized services for businesses, including lending and employee solutions. Our commitment to community development is evident through our support for low- and moderate-income clients. Sign up for our emails to receive helpful tips and tools for improving your financial future. Visit us today to learn more about our services.

Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 120 East Ervin Road in Van Wert, Ohio, United States, offers a wide range of financial services to individuals and businesses. Evan Sutton holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Evan Sutton is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Evan Sutton can provide expert guidance and support. Contact Evan Sutton - Financial Advisor, Ameriprise Financial Services, LLC, for personalized financial solutions tailored to your needs.

Edward Jones - Financial Advisor: Thaison E Leaser is a trusted financial institution located at 707 Fox Road in Van Wert, Ohio, United States. As a dedicated finance advisor, Thaison E Leaser provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Thaison E Leaser is committed to providing expert advice and exceptional service to help you secure a solid financial future.

Welcome to ATM The Citizens National Bank Bluffton, your trusted financial partner located on Crestwood Drive in Van Wert, Ohio. As a dedicated banking institution, we are committed to providing exceptional financial services to meet the diverse needs of our community. Whether you're looking to manage your personal finances, plan for the future, or grow your business, our team of experienced professionals is here to assist you every step of the way. We offer a comprehensive range of banking solutions, including personal and business accounts, loans, and investment services, all designed to help you achieve your financial goals. Visit us today and experience the friendly, personalized service that sets us apart. We look forward to serving you at ATM The Citizens National Bank Bluffton, where your financial well-being is our top priority.

Welcome to Equity Inc, your trusted financial partner located in the heart of Van Wert, Ohio. Situated at 329 Center Street, we are committed to providing exceptional financial services to individuals and businesses in our community and beyond. At Equity Inc, we understand that navigating the world of finance can be complex, which is why our team of experienced professionals is dedicated to offering personalized solutions tailored to meet your unique financial needs and goals. Whether you're seeking investment advice, financial planning, or assistance with wealth management, we are here to guide you every step of the way. Our mission is to empower you with the knowledge and tools necessary to make informed financial decisions with confidence. Visit us today and discover how Equity Inc can help you achieve financial success.

Welcome to Fme Federal Credit Union, your trusted financial partner located at 150 Fisher Avenue, Van Wert, Ohio. We are committed to providing our community with exceptional financial services tailored to meet your needs. As a member-focused credit union, we offer a wide range of services, including savings and checking accounts, loans, and convenient ATM access to help you manage your finances with ease. Our dedicated team is here to support you on your financial journey, offering personalized advice and solutions that make a difference. Whether you're planning for the future or managing day-to-day expenses, Fme Federal Credit Union is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a community-driven institution.

Welcome to Flagstar Bank, your trusted partner in financial services located at 115 Hospital Drive, Van Wert, Ohio. As a reliable and customer-focused institution, we are committed to providing exceptional banking solutions to meet your personal and business needs. Our comprehensive range of services includes personal banking, business banking, loans, and financial planning to help you manage and grow your finances effectively. At Flagstar Bank, we understand the importance of accessibility and convenience, which is why we offer a state-of-the-art ATM facility for quick and easy transactions. Whether you're looking to open a new account, apply for a loan, or simply need financial advice, our friendly and knowledgeable staff are here to assist you every step of the way.

Welcome to the First Bank of Berne, conveniently located at 102 Christopher Crossing, Van Wert, Ohio 45891. As a trusted institution in the heart of Van Wert, we are proud to offer a comprehensive range of financial services designed to meet the needs of our community. Whether you're looking to manage your personal finances, secure a loan, or access our user-friendly ATM services, our dedicated team is here to provide personalized support and expert guidance every step of the way. At First Bank of Berne, we prioritize building lasting relationships with our customers, ensuring your financial well-being and success. Visit us today to experience the personalized service and commitment that have made us a staple in the Van Wert community. Your financial future starts with us.

Welcome to Woodforest National Bank, your trusted partner in banking and financial services located conveniently at 301 Towne Center Boulevard, Van Wert, Ohio. Dedicated to serving the Van Wert community, we offer a comprehensive range of financial solutions tailored to meet your personal and business needs. Our commitment to exceptional customer service and innovative banking solutions sets us apart as a leader in the industry. At Woodforest National Bank, we provide a wide array of services including personal and business checking and savings accounts, loans, credit services, and more. Our experienced team is here to assist you with personalized financial advice and support, ensuring that you achieve your financial goals with confidence.