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TOP 30 Veteran focused financial services in Ohio
19 results found
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Baskin Financial Planning
Baskin Financial Planning, located at 3965 Pepperwell Circle, Ohio, United States, specializes in providing financial planning and investment management services for military personnel, veterans, and business owners. Founded by dual Major Air Force Officers, the institution aims to help clients achieve financial freedom and confidence in their financial futures. Whether it's optimizing pay and benefits for military personnel, or managing business and personal finances for veteran business owners, Baskin Financial Planning offers unbiased and straightforward advice. Unlike traditional financial advisors who may be associated with financial companies or broker dealers, Baskin Financial Planning takes a holistic approach to wealth management, focusing on every aspect of a client's financial well-being. Clients can expect transparency, no hidden costs, and no product sales or commissions. By working with Baskin Financial Planning, clients can feel more confident in their financial decisions and take steps towards financial freedom.
First Command Financial Planning: Cleeton Brad
First Command Financial Planning: Cleeton Brad is a finance institution located at 4407 Walnut Street in Beavercreek, Ohio, United States. Specializing in providing financial advice to military personnel, veterans, and their families, they are dedicated to helping clients become financially disciplined and confident throughout their military careers and into retirement. Recognized as a Military Friendly® Brand, First Command offers support and resources for active duty military and their immediate family members. They are currently seeking talented individuals with military experience to become Financial Advisors in various locations. Additionally, First Command partners with U.S. Service Academies and other organizations to support the well-being of military families. While securities are not FDIC insured and may lose value, First Command offers investment and insurance products and services through their subsidiary, First Command Europe Ltd, in the United Kingdom. The institution also sponsors the First Command Educational Foundation, a separate charity that focuses on financial education. Sentient Decision Science was commissioned by First Command to compile the Financial Behaviors Index®, showcasing their expertise in behavioral science within the financial services industry.
First Command Financial Planning
First Command Financial Planning is a finance institution located at 3033 Kettering Boulevard in Moraine, Ohio, United States. Specializing in providing financial advice to military personnel, veterans, and their families, First Command is dedicated to helping clients navigate their financial journey from the beginning of their military careers to retirement and beyond. With a focus on financial discipline and confidence, First Command offers services for active duty military and their immediate family members. The institution is committed to supporting military families by offering resources such as the Permanent Change of Station Resource Center to assist with financial questions related to military moving. First Command has been recognized as a Military Friendly® Brand and partners with organizations that contribute to the well-being of military families.
Daniel Damore - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Damore - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 2835 Miami Village Drive in Miamisburg, Ohio, United States. The institution offers a range of certifications and designations to ensure that their advisors are equipped to provide top-quality financial advice to their clients. These certifications include 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®. Advisors at this institution are also trained to serve veterans and military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on education and expertise in various financial planning areas, Daniel Damore - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to providing comprehensive and tailored financial advice to their clients.
First Command Financial Advisor - Brad Cleeton
First Command Financial Advisor - Brad Cleeton is a finance institution located at 51 Plum Street, Beavercreek, Ohio, United States. This institution provides financial services to clients on a voluntary basis, with no direct or indirect compensation given for testimonials. The experience of one client may not be representative of others, but First Command strives to provide quality financial advice and assistance to all clients. Please note that past performance is not indicative of future success.
Barry Shelley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Barry Shelley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9100 Centre Pointe Drive, West Chester, Ohio, United States. Barry Shelley holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. With a focus on providing personalized financial advice and solutions, Barry Shelley is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Barry Shelley offers specialized services for domestic partners, estate planners, seniors, divorcees, and veterans, ensuring comprehensive and tailored financial planning for all clients.
Francisco Armada - Private Wealth Advisor, Ameriprise Financial Services, LLC
Francisco Armada - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11145 Reading Road, Cincinnati, Ohio, United States. The institution offers a range of certifications and designations to ensure that their advisors are equipped to provide expert financial advice to individuals in various situations. Some of the certifications offered include 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®, CFP®, 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®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to provide comprehensive and tailored financial advice to clients. The institution also offers specialized training for advisors looking to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics, expertise, and professionalism, Francisco Armada - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.
American Legion
The American Legion is a patriotic organization located at 272 Broad Street in Conneaut, Ohio. This institution is dedicated to serving veterans, military service members, and their families. The American Legion provides support, resources, and advocacy for those who have served in the armed forces. With a focus on community service, veterans' affairs, and national security, the American Legion is a vital part of the Conneaut community. Joining this organization is a way to honor and support those who have sacrificed for our country.
Sinclair Community College: Mason Regional Center
Sinclair Community College: Mason Regional Center is a branch of Sinclair Community College located at 5386 Courseview Drive in Mason, Ohio, United States. This institution offers a variety of academic programs and services to students in the Mason area. With a focus on providing quality education and resources for student success, Sinclair Community College: Mason Regional Center is committed to helping students achieve their academic and career goals. Whether you are looking to earn a degree or certificate, transfer to a four-year university, or gain new skills for the workforce, this institution provides a supportive and engaging learning environment for students of all backgrounds.
Holobaugh Insurance
Holobaugh Insurance is a veteran owned, independent insurance agency located at 2244 Ohio 718, Troy, Ohio. Since 2011, we have been serving Ohio with a focus on providing personalized insurance solutions for home, auto, life, business, and flood insurance. Our team is dedicated to putting our clients first, offering a wide range of coverage options from multiple insurance companies to ensure the best fit for your needs and budget. We believe in making insurance easy and efficient for our clients, with 24/7 availability via text and email. As your trusted partner in insurance, we are committed to helping you make smart decisions to protect yourself and your family from the unexpected. Whether you need coverage for your home, vehicle, business, or life, we have you covered with top quality insurance options, including Erie Insurance at competitive rates.
Todd Puckett - State Farm Insurance Agent
Todd Puckett - State Farm Insurance Agent is an insurance agency located at 2416 East Perkins Avenue in Sandusky, Ohio, United States. As we enter the season of new beginnings, Todd Puckett and his team are dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, they are here to assist you in making the most of this season of growth and renewal. Todd Puckett is a retired Air Force Veteran with over 30 years of service, and he is dedicated to serving the community of Sandusky and the surrounding areas. The team at Todd Puckett - State Farm Insurance Agent offers reliable and prompt quotes for Auto, Home, Renters, Small Business, Life, Health, and even Pet Insurance. They are committed to helping individuals and families with their insurance and financial services needs, including retirement planning. With a focus on customer service and expertise in a variety of insurance products, Todd Puckett - State Farm Insurance Agent is here to help you protect and grow your most valuable assets. Contact them today to review your coverage and prepare for the upcoming season.
Jay A. Hines Insurance Agency, LLC.
Jay A. Hines Insurance Agency, LLC. is a veteran-owned full-service insurance agency located at 1281 Pepper Lane in Marysville, Ohio, United States. With a focus on helping individuals, families, and businesses find affordable insurance with the coverage that fits their needs, Jay Hines personally reviews insurance needs annually to ensure competitive rates and sufficient coverage. As a former Colonel in the Army, Jay is easy to work with and provides personalized service to all clients. Whether you need car, homeowner's, or life insurance, Jay will find a policy that fits your budget and needs. Additionally, Jay offers retirement planning services to help clients achieve their financial goals. With over a decade of experience, Jay is dedicated to simplifying the insurance process and finding solutions that meet each client's unique situation. Providing quality service and focusing on client needs is a top priority for Jay A. Hines Insurance Agency, LLC. Contact Jay today to uncover the proper insurance coverage for you.
Sean Savage
Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.
Deloitte
Deloitte is an accounting and finance institution located at 50 West 5th Street in Cincinnati, Ohio, United States. They offer targeted front-office transformation services to help businesses gain a competitive advantage in their industry. Deloitte provides training, mentorship, and career opportunities for individuals looking to make a difference in the workplace. They also value and employ veterans, with over 3,000 people from the VMSA community on their team. Deloitte's culture is one of inclusion, collaboration, high performance, and opportunity, where top talent can thrive and make a difference on important projects. Joining Deloitte's Talent Network provides access to career resources and potential job opportunities. Deloitte LLP and its subsidiaries in the United States have over 80,000 professionals dedicated to serving clients and solving tough problems. Deloitte is part of a global network of member firms, each legally separate and independent, with a focus on providing impactful work and inspiring connections for their clients.
Legal Aid of Western Ohio, Inc
Legal Aid of Western Ohio, Inc. (LAWO) is a non-profit regional law firm located at 545 West Market Street in Lima, Ohio, United States. At a time of economic and health uncertainty, LAWO protects families striving to stay safe and housed by defending the rights of tenants. For over 20 years, LAWO has been advocating for justice for communities of color and people living in poverty who have nowhere else to turn. With 14 out of every 100 people living in poverty in their service area, LAWO addresses civil legal problems affecting over 70% of those in poverty each year, partnering with clients and community organizations to find legal solutions to keep communities out of poverty. LAWO provides high-quality legal assistance in civil matters to eligible low-income individuals and groups in Ohio, helping them achieve self-reliance, equal justice, and economic opportunity. They focus on protecting the rights of individuals and promoting systemic change in civil rights and poverty law. LAWO's services include preventing homelessness, protecting renters, assisting veterans, supporting seniors' independence, ensuring access to healthcare and education, and advocating for fair financial transactions.
Legal Aid of Western Ohio
Legal Aid of Western Ohio (LAWO) is a non-profit regional law firm located at 1800 North Blanchard Street in Findlay, Ohio, United States. Specializing in civil matters, LAWO provides high-quality legal assistance to eligible low-income individuals and groups in Ohio to achieve self-reliance, equal justice, and economic opportunity. With a focus on protecting the rights of individuals and promoting systemic change in civil rights and poverty law, LAWO has been making justice a reality for over 20 years. In a time of economic and health uncertainty, LAWO works tirelessly to protect families trying to stay safe and housed. With 14 out of every 100 people living in poverty in their service area, LAWO assists over 70% of people living in poverty who face civil legal problems jeopardizing their families. By partnering with clients and community partners, LAWO addresses issues such as preventing homelessness, protecting renters, supporting veterans and seniors, ensuring access to healthcare and education, promoting financial fairness, and amplifying the voices of marginalized communities.
RCO Law
RCO Law is a prestigious law institution located at 433 North Summit Street in Toledo, Ohio, United States. Specializing in a wide range of legal matters, from simple wills to complex international business transactions, our team of experienced lawyers provides tailored solutions to meet your specific needs. We understand the ever-changing business environment and offer strategic advice to help you navigate challenges and seize opportunities. Our team of attorneys at RCO Law is dedicated to helping you manage risks, plan for the future, and achieve your goals. With a focus on practical guidance and clear communication, we strive to make the legal process easy to understand and less overwhelming. Whether you need assistance with business law, estate planning, or any other legal issue, we are here to provide comprehensive solutions.
Gudorf Law Group, LLC
Located at 8153 North Main Street in Dayton, Ohio, the Gudorf Law Group, LLC is a reputable institution specializing in accounting, finance, and legal services. With a focus on estate planning and elder law, their team of experienced attorneys have been helping individuals, families, farms, and businesses plan for the future since 1992. They offer a Family Estate & Legacy Program to assist clients in developing effective personal, financial, and estate tax plans. Additionally, they provide services such as Medicaid planning, veterans' benefits, and asset protection to ensure the protection of loved ones and assets. With satellite offices in Cincinnati, Centerville, and Troy, Ohio, the Gudorf Law Group is dedicated to helping clients achieve a secure future for themselves and their families.
Legal Aid of Western Ohio
Legal Aid of Western Ohio (LAWO) is a non-profit regional law firm located in Fremont, Ohio, United States. Our mission is to provide high quality legal assistance in civil matters to help eligible low-income individuals and groups achieve self-reliance, equal justice, and economic opportunity. In a time of economic and health uncertainty, LAWO works to protect families trying to stay safe and housed. We focus on protecting the rights of tenants to create a stronger community. For over 20 years, we have been fighting to right the wrongs that disproportionately affect communities of color and people living in poverty.
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