TOP 30 Wealth advisor in Bowling Green, Ohio

28 results found

Mary Davenport-Yant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1234 Ridgewood Drive in Bowling Green, Ohio, United States. Mary holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Mary is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals. With a focus on ethical practices and ongoing education, Mary is committed to helping her clients make informed decisions about their finances.

Edward Jones - Financial Advisor: Kevin S Cochrane is a trusted finance institution located at 1236 West Wooster Street in Bowling Green, Ohio, United States. Kevin S Cochrane is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Kevin S Cochrane will work with you to create a customized financial plan tailored to your specific needs. Visit Edward Jones - Financial Advisor: Kevin S Cochrane today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Joshua P Zachman is a trusted financial institution located at 980 West Poe Road in Bowling Green, Ohio. As a dedicated financial advisor, Joshua P Zachman provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Joshua P Zachman is committed to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Joshua P Zachman and his team are here to provide expert guidance and support. Visit us today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Chad E Plontz is a well-respected finance institution located at 519 West Wooster Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Chad E Plontz provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Chad E Plontz is dedicated to providing expert advice and guidance every step of the way. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Chad E Plontz is the go-to institution for all your financial needs.

Edward Jones - Financial Advisor: Jeff Fallon, AAMS™ is a reputable finance institution located at 170 South Main Street in Bowling Green, Ohio, United States. Jeff Fallon, a certified Accredited Asset Management Specialist, is dedicated to providing personalized financial advice 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 - Financial Advisor: Jeff Fallon, AAMS™ offers a comprehensive range of financial services tailored to meet the individual needs of each client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jeff Fallon and his team are committed to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Jack P Potkanowicz is a reputable financial institution located at 1180 North Main Street in Bowling Green, Ohio, United States. Jack P Potkanowicz is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Jack and his team at Edward Jones can provide personalized guidance and expertise to help you make informed decisions. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Jack P Potkanowicz is a trusted partner for all your financial needs.

Edward Jones - Financial Advisor: Dave Boyk is a leading finance institution located at 1180 North Main Street in Bowling Green, Ohio, United States. As a trusted financial advisor, Dave Boyk provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Dave Boyk is dedicated to helping individuals and families navigate the complexities of investment and retirement planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Dave Boyk and his team are committed to providing the support and expertise needed to help you succeed financially.

First Insurance Group is a trusted financial institution located at 414 East Wooster Street in Bowling Green, Ohio. As a full-service bank, we offer a wide range of services including ATM access, insurance, and financial planning. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of our customers. Visit us today to experience the convenience and expertise that First Insurance Group has to offer.

Snyder Financial Management, LLC is a reputable finance and insurance agency located at 1302 Brim Road in Bowling Green, Ohio, United States. With a dedicated team of experienced professionals, we provide expert financial planning and insurance services to help our clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or protect your assets, Snyder Financial Management, LLC is committed to providing personalized solutions tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial security.

Modern Woodmen of America, located at 707 Haskins Road in Bowling Green, Ohio, is a finance and insurance agency that has been serving families and communities since 1883. As a member, you can access a range of high-quality financial products to meet your needs and plan for the future. Our dedicated representatives are here to help you make the right financial decisions and achieve your goals. Join us in making a positive impact on your community and supporting causes that are important to you. Whether you are a modern man or woman, we are here to help you clear financial burdens and protect your family. Explore our website to learn more about our services and how we can work together to plan for life's most important goals.

Carleton "Holly" Hollister is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Specializing in financial and investment strategies for retirees and those preparing for retirement, Holly has been with Savage and Associates since 2001. With a client base of over 700 Ohio teachers, school employees, and state employees, Holly's primary focus is on the State of Ohio retirement process. A graduate of Bowling Green State University, Holly and his wife, Shelley, reside in Bowling Green with their two adult children, Ericca and Jackson. Holly is actively involved in his community, serving as the past president of the Bowling Green Pregnancy Center board of directors and the Bowling Green Christian Academy. He also attends Cedar Creek Church in Perrysburg, Ohio.

Ryan Dauterman is a finance and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Ryan's mission is to help clients achieve financial peace by working with them to create a clear GamePlan and strategy, allowing them to focus on what truly matters in life. With his knowledge and experience, Ryan has built a strong client base in the community where he grew up, earning their loyalty through his personal skills, honesty, and professional customer service. Specializing in assisting retirees and those nearing retirement, Ryan helps navigate the complex financial issues that come with this stage of life. He also serves high-income professionals and clients going through various life transitions such as inheritance, job changes, loss of loved ones, divorce, marriage, and growing families. Ryan and his team handle all the details, providing clients with peace of mind.

Bob Koenigbauer is a financial institution located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Bob is a successful financial advisor who prioritizes actively listening to his clients to understand their dreams, goals, and concerns. With over 20 years of experience, Bob has helped individuals and families create sound financial plans for their futures. He is dedicated to giving back to his community through various service roles, including Habitat for Humanity and the Boy Scouts of America. Bob is a graduate of Central Michigan University and is registered to offer securities in several states. He and his wife, Lee Ann, reside in Bowling Green with their three children and seven grandchildren. In his free time, Bob enjoys spending time with family, hiking, and playing golf.

Lincoln Boyle is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Lincoln, a former member of the U.S. armed forces, specializes in individual wealth management and retirement plan services for corporations. He graduated from Bowling Green State University in 2005 and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). Securities registered in FL, GA, IN, MI, OH, SC, WI. Lincoln, along with his wife Emily and son Barrett, reside in Perrysburg and enjoy traveling and the outdoors. The institution is affiliated with Savage and Associates, Inc., and offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. They offer securities in various states across the United States. Please note that when visiting external websites linked to this institution, the completeness and accuracy of information provided there cannot be guaranteed.

Tom Lindsay is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 2004 by Tom Lindsay, the institution has built a loyal client base specializing in personal investment, retirement strategies, and life insurance planning for families and individuals. Tom, a graduate of Bowling Green State University, is dedicated to helping his clients build, grow, and protect their wealth. Securities registered in multiple states and holding the designation of LUTCF® (Life Underwriter Training Council Fellow), Tom Lindsay is committed to providing personalized and comprehensive financial services. In addition to his professional endeavors, Tom is actively involved in his community, coaching CYO basketball and serving on the Alumni Advisory board at St. John’s Jesuit High School.

Steve Howard is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Howard began his career as an intern at Savage and Associates in 2000, eventually becoming an independent investment advisor in 2001. Specializing in wealth advisory services for individuals and retirement/benefit plan services for corporations, Steve is dedicated to providing strategic and objective advice to his clients with a focus on long-term results. As a fiduciary, Steve offers client-centered services, utilizing fee-based wealth management and other financial strategies to help clients reach their goals. Steve Howard is a graduate of Anthony Wayne High School and Bowling Green State University. He is registered in multiple states and holds securities registration Series 6, 7, 63, 65, and 66. Steve and his wife, Tari, reside in Perrysburg with their four children. They enjoy attending their children's activities, traveling, and participating in local charities. In his free time, Steve can often be found working on hot rods in his garage or at local race tracks and car shows.

Dennis Rife is a finance professional located at 655 Beaver Creek Circle in Maumee, Ohio, United States. He has been with Savage and Associates since 1993, working with business professionals and teachers to plan for their retirements and children's college education. Dennis holds a Bachelor of Science degree in Business Administration with a specialization in Finance from Bowling Green State University. He is also a Deacon in the Catholic Church and is pursuing a Masters of Theology at Lourdes University. Securities registered in multiple states, Dennis and his wife Jeannie live in Holland, Ohio with their four children. In his free time, Dennis enjoys golfing, coaching various sports, and supporting the community. Savage and Associates, Inc. offers securities and investment advisory services through Osaic Wealth, Inc., with services available in numerous states.

Mark Smigelski is a highly successful finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Mark Smigelski has been a top associate at Savage and Associates since 1981, earning numerous awards and honors for his outstanding production and contributions. He is a member of the prestigious Million Dollar Round Table and has consistently been recognized as one of the top 400 financial advisors in the country. Mark is a graduate of Bowling Green State University and is actively involved in various alumni associations and advisory boards. He is registered in multiple states for securities and investment advisory services through Osaic Wealth, Inc.

Lauren Myers is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded on the principles of saving instilled by Lauren Myers's father, the institution focuses on financial wellness and planning for individuals and families. Specializing in creating tax-efficient retirement income and wealth accumulation strategies, Lauren aims to empower clients to make informed decisions about their financial future. With a Bachelor's degree in business administration with a specialization in finance from Bowling Green State University, Lauren is dedicated to building lifelong relationships with clients and their families. In her free time, she enjoys outdoor activities like biking and walking through Metropark Toledo's Oak Openings, as well as spending summers on the lake with her family. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in various states across the U.S. Please note that any information provided is for courtesy only, and leaving the website will not guarantee the accuracy of information on external sites.

Steve Morr is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded in 1992 by Stephen Morr, the institution specializes in retirement planning, investment planning, and risk management. Steve's philosophy is centered around helping clients improve their financial well-being by prioritizing saving and investing. He aims to guide his clients towards a place where they work because they want to, not because they have to. Steve is a graduate of Bowling Green State University and holds the designation of LUTCF® (Life Underwriter Training Council Fellow). He resides in Monclova, Ohio with his wife Meggan and their two daughters. In his free time, Steve enjoys playing golf, attending his daughters' dance performances, and spending time with loved ones. The institution is affiliated with Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They serve clients in various states across the United States and prioritize providing accurate and comprehensive information to their clients.

Raymond James Financial Services is a finance institution located at 980 West Poe Road in Bowling Green, Ohio, United States. With a focus on providing comprehensive financial services to clients, Raymond James offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing top-notch service and support.

LPL Financial is a leading finance institution located at 1215 Ridgewood Drive in Bowling Green, Ohio, United States. With a strong commitment to providing personalized financial services and investment solutions, LPL Financial helps clients navigate the complexities of the financial world and achieve their financial goals. The institution offers a wide range of services including wealth management, retirement planning, and investment advisory services. With a team of experienced financial professionals, LPL Financial is dedicated to helping clients secure their financial future and build wealth for generations to come.

Timothy Bracy - Thrivent is a finance institution located at 1244 Ridgewood Drive in Bowling Green, Ohio, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients make informed decisions about their finances and secure their financial future. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Timothy Bracy - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Timothy Bracy - Thrivent is a finance institution located at 820 North Main Street, Findlay, Ohio, United States. With state licenses in CA, MI, and OH, as well as an additional location at 1244 Ridgewood Drive Ste 4 Bowling Green, OH 43402, Timothy Bracy - Thrivent offers a range of financial services. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Tamy Pfaff is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Tamy Pfaff, the founder, is dedicated to helping clients achieve their retirement goals through personalized financial planning. She specializes in areas such as long-term care, Medicare, and financial planning for divorce. Tamy is an expert in the individual healthcare market and has served as President and Treasurer of the Toledo chapter of the National Association of Insurance and Financial Advisors. She was also recognized as the Savage and Associates Rising Star in 2016. Tamy graduated from Bowling Green State University in 1986 and is licensed in Life and Health insurance in Ohio. She resides in Perrysburg, Ohio, and is an active volunteer in her community. Securities and investment advisory services are offered through Osaic Wealth, Inc., and Tamy is registered in multiple states. Please note that when you visit external websites linked here, you are leaving the Tamy Pfaff website.

Fifth Third Securities - Jerid Friar is a reputable finance institution located at 275 South Main Street in Bowling Green, Ohio, United States. Led by experienced financial advisor Jerid Friar, the institution offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a focus on personalized service and strategic planning, Fifth Third Securities - Jerid Friar is dedicated to providing expert guidance and support to individuals and businesses seeking to build and protect their assets. Visit their office today to learn more about their comprehensive financial solutions.

Raymond James Financial Services, located at 7600 Kings Pointe Road in Toledo, Ohio, is a trusted finance institution that offers reliable advice and steadfast support to help clients achieve lasting peace of mind. Specializing in helping clients make intentional decisions for generational wealth, their team of advisors acts as a voice of reason to guide clients through their financial journey. With a focus on providing attentive, personal service, Raymond James Financial Services takes a holistic approach to wealth management, crafting comprehensive plans that address all aspects of a client's financial world. Leveraging cutting-edge technology and world-class resources, they deliver a next-level planning experience that helps clients navigate the complexities of wealth management with confidence.

Premier Bank is a trusted financial institution located at 1226 West Wooster Street in Bowling Green, Ohio, United States. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit Premier Bank today to experience the difference in banking with us.