TOP 30 Tax planning and optimization in Van Wert, Ohio

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Edward Jones - Financial Advisor: Trevor R Webster, CFP®|AAMS™ is a respected finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Trevor R Webster offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Veronica Cuevas is a reputable finance institution located at 10999 Van Wert-Decatur Road in Van Wert, Ohio, United States. Veronica Cuevas is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Veronica Cuevas can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Veronica Cuevas is a trusted partner in helping clients secure their financial future.

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.

Keister Stephen E is a law firm located at 124 South Market Street in Van Wert, Ohio. Specializing in providing expert legal services, the firm is dedicated to offering down-to-earth guidance in a professional and understandable manner. Whether clients are making personal decisions or planning for their family, estate, business, or farm, Keister Stephen E can help clarify options and design the right plan to maximize operational and tax advantages while fostering wealth maintenance and transferability. The firm's services range from estate planning through the use of trusts to forming business entities and handling complex real estate transactions. With a focus on assisting the local agricultural community, Keister Stephen E aims to protect and strengthen farmers and ag-related businesses by selecting optimal business structures to shield from liability and maximize estate planning and tax advantages.