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TOP 30 Wealth advisor in Independence, OH
339 results found
Search for local businesses, places and services near you
Primerica
Primerica is a reputable finance and insurance agency located at 3162 Presidential Drive in Fairborn, Ohio, United States. They specialize in providing financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Primerica offers personalized solutions and expert advice to help clients secure their financial future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is dedicated to providing top-notch services to meet your needs. Visit their office today to learn more about how they can help you reach your financial objectives.
Dennis Lauth - Prudential Financial
Dennis Lauth - Prudential Financial is a reputable finance and insurance agency located at 109 South Main Street in Saint Marys, Ohio, United States. With a focus on providing personalized financial planning and insurance solutions, Dennis Lauth and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Dennis Lauth - Prudential Financial is committed to providing top-notch service and expertise to meet your needs.
Carleton "Holly" Hollister
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.
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 234 East 4th Street, Minster, Ohio, United States, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our advisors provide personalized plans that balance your current and future priorities, offering a wide range of financial options tailored to your specific needs. With top ratings for financial strength and customer experience, we are committed to helping you plan for today and tomorrow. Connect with an advisor today to start working towards the life you've always wanted.
Vivian C Cosio, Financial Professional - New York Life
Vivian C Cosio, Financial Professional - New York Life, located at 11855 Tennyson Drive in Cincinnati, Ohio, is a trusted finance and insurance agency. In today's uncertain economic climate, having a financial professional by your side is more important than ever. Vivian Cosio can help evaluate your needs, navigate the current financial landscape, and create a plan to protect your family's wealth and dreams for the future. Money can be a personal and emotional topic, but it doesn't have to be intimidating. Understanding the connection between your emotions and your finances can help you take control of your financial situation. Surprises happen, and they can be costly. Whether you already have a surprise fund or not, Vivian Cosio can help you feel secure and prepared for unexpected expenses. Budgeting doesn't have to be scary either. With simple tips and tricks, even beginners can start budgeting effectively. For newly married couples, the decision of whether to combine finances is a big one - Vivian Cosio can provide guidance on what to consider.
Scott Tinter - Primerica Regional Vice President
Scott Tinter - Primerica Regional Vice President is an insurance agency located at 17200 Pearl Road in Strongsville, Ohio, United States. As a regional vice president, Scott Tinter and his team provide personalized insurance solutions to individuals and families in the area. With a focus on financial education and empowerment, they help clients make informed decisions about their insurance needs. Whether you are looking for life, health, or property insurance, Scott Tinter - Primerica Regional Vice President is committed to providing exceptional service and support to protect what matters most to you.
Robert Mann, Bankers Life Agent
Robert Mann, Bankers Life Agent is an insurance agency located at 1559 Corporate Woods Parkway in Uniontown, Ohio, United States. Specializing in life insurance and retirement planning, our team of experienced professionals is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the peace of mind they deserve. Contact us today to learn more about our services and how we can assist you in achieving your insurance goals.
Blue Jay Financial Group
Blue Jay Financial Group is a finance institution located at 509 4th Street, Defiance, Ohio, United States. We believe that everyone deserves a financial plan and our mission is to provide hope and clarity to our clients. As fee-only financial planners and fiduciaries, we always prioritize the best interest of our clients. We offer wealth management, subscription services, and hourly financial planning help to everyone, regardless of their investment amount. Our wealth management service is designed for those with complex planning needs, such as retirement planning, managing an inheritance, tax reduction, and more. We take a comprehensive approach with a financial plan at the core, driving our recommendations and strategies for clients. We are passionate about helping people plan for retirement, financial independence, and creating wealth to give back.
Northwest Capital Financial Group, LLC
Northwest Capital Financial Group, LLC is a finance institution located at 1036 Chelsea Avenue in Napoleon, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, Northwest Capital Financial Group, LLC is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.
Gary LeSage
Gary LeSage is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With securities registered in multiple states including CA, CO, FL, GA, IL, IN, KY, MI, OH, and WA, we specialize in maximizing income distributions off an existing asset base. At Gary LeSage, we work closely with our clients to understand their goals, values, current financial status, income needs, and the future they envision for themselves. We develop a written plan or proposal outlining recommended income strategies and benchmarks that we will measure. We then select the tools and resources needed to implement the strategy and help meet unique needs and goals.
Savage & Associates - Steve Cochran
Savage & Associates - Steve Cochran is a finance, health, and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Cochran is an independent investment advisor who provides wealth advisory services to individuals and families. As a fiduciary, Steve offers objective advice to his clients through fee-based wealth management, helping them feel more educated, confident, and in control of their financial futures. Steve Cochran joined Savage and Associates in 2010 after starting his financial services career at Morgan Stanley and Edward Jones. He holds multiple degrees and securities registrations in several states. Steve and his wife, Stacy, live in Ottawa Hills with their two sons and he is actively involved in coaching youth sports and volunteering with nonprofit organizations.
Tom Lindsay
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
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.
Mark Smith
Mark Smith is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Since joining Savage and Associates in 1990, Mark Smith has been dedicated to helping individuals achieve their financial goals. With a talent for simplifying complex financial matters, Mark motivates his clients to make positive decisions for their futures. Licensed in multiple states, Mark has clients all across the country. Mark's background includes serving in the U.S. Marine Corps and working as a training instructor for the 180th Fighter Wing of the Air National Guard in Ohio. He holds an Associate degree in Marketing from the University of Toledo. Alongside his wife, Janet, Mark has three children and nine grandchildren.
Legacy Financial Partners
Legacy Financial Partners is a leading finance institution located at 3454 Oak Alley Court in Toledo, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Legacy Financial Partners is committed to helping individuals and businesses secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Wright Financial Group, LLC
Wright Financial Group, LLC is a finance and insurance agency located at 5911 Renaissance Place in Toledo, Ohio, United States. Our specialty is generating income from investments to help you achieve the retirement you deserve. We offer tailor-made personalized financial portfolios and custom retirement planning services to individuals and families in the Toledo area. Our team of experienced financial advisors and planners will work with you to understand your unique situation and develop a custom plan that meets your specific goals. We will help you identify your financial needs and select the appropriate investment options to achieve your retirement goals. Our goal is to help you grow your wealth and achieve financial security.
Sandra Seiple Financial Services
Sandra Seiple Financial Services is a trusted finance institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. With a focus on providing personalized financial solutions to meet the unique needs of each client, Sandra Seiple Financial Services offers a wide range of services including investment planning, retirement planning, tax planning, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, the experienced team at Sandra Seiple Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Tom LeStrange
Tom LeStrange is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. As a part of Savage and Associates, Inc., we offer securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Our services are available in multiple states across the country, including AL, AK, AZ, AR, CA, and more. Please note that when you visit our website, you may be directed to other independent entities or marketing names. We strive to provide accurate and comprehensive information to our clients as a courtesy.
St Bonore Financial Services
St. Bonore Financial Services is a family-owned finance institution located at 152 West Water Street in Oak Harbor, Ohio, United States. Specializing in comprehensive financial planning, they are dedicated to helping individuals and families secure their financial future and leave a legacy of love and security. As CERTIFIED FINANCIAL PLANNERS™, they offer services such as life insurance, retirement planning, and voluntary benefits programs for businesses. The father-daughter team at St. Bonore Financial Services is committed to building lifelong relationships with their clients, ensuring that their financial goals align with their values and priorities. With a focus on integrity and commitment, they strive to provide personalized and trustworthy service to the community of Oak Harbor and beyond. George A. St. Bonore and Erin R. Flower are licensed agents with New York Life Insurance Company and NYLIFE Securities LLC, offering a range of insurance and investment products to meet the unique needs of their clients. Contact St. Bonore Financial Services today to start planning for a brighter financial future.
Ridgevale Financial Planning
Ridgevale Financial Planning, located at 8300 Raleigh Place in Painesville, Ohio, is a finance institution specializing in financial planning and investment management. Our dedicated team of professionals is committed to providing customized strategies for America's essential workforce, including medical and healthcare professionals, educators, Ohio teachers, and small business owners. Whether you are looking for a CERTIFIED FINANCIAL PLANNER™ professional, retirement planner, or investment planner, Ridgevale Financial Planning is here to help you achieve your financial goals. Our comprehensive approach to financial services ensures that our clients in Mentor and the surrounding areas receive personalized and tailored guidance to meet their unique needs.
Lighthouse Advisers
Lighthouse Advisers, located in Mentor, Ohio, United States, is dedicated to providing an exceptional client experience that goes above and beyond expectations. Our experienced advisers are committed to empowering you with the knowledge and tools necessary to secure your financial future and achieve your life goals. We take the time to thoroughly understand your financial situation in order to tailor our services to meet your individual needs. As a client of Lighthouse Advisers, you can expect more than just asset management and wealth protection. We advocate for your financial future and partner with you to make your dreams a reality. Our partnership with LPL Financial allows us to deliver high-quality, personalized service with your best interests at heart. With access to cutting-edge technology and independent research, we are able to focus on your needs and objectives.
Edward Jones
Edward Jones is a renowned financial institution located at 2527 U.S. 68 in Bellefontaine, Ohio, United States. With a focus on personalized investment strategies and exceptional customer service, Edward Jones is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, the team at Edward Jones is committed to providing you with expert advice and guidance every step of the way. Trust Edward Jones to help you secure a strong financial future.
Preferred Planning Associates - Oxford, OH
Preferred Planning Associates in Oxford, OH is a trusted financial institution located at 31 Lynn Avenue. With a team of experienced professionals, they offer personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Preferred Planning Associates can provide expert guidance and support. Their commitment to excellence and customer satisfaction sets them apart as a preferred choice for financial planning in the Oxford area.
Bo Brown - Raymond James
Bo Brown - Raymond James is a finance institution located at 580 Lincoln Park Boulevard in Kettering, Ohio, United States. With a focus on providing personalized financial services, Bo Brown - Raymond James offers a range of investment options and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Bo Brown - Raymond James are dedicated to helping you make informed decisions and secure your financial future.
Financial Freedom, LLC
Financial Freedom, LLC is a finance institution located at 70 Birch Alley in Beavercreek, Ohio, United States. Our goal is to help individuals and businesses achieve financial independence and security through our range of services including financial planning, investment management, and wealth building strategies. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients reach their financial goals. Contact us today to start your journey towards financial freedom.
Baller Financial Group
Baller Financial Group is a finance institution located at 40 North Main Street in Dayton, Ohio, United States. Our services are tailored for residents of select states in the U.S., including (AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA). We offer investment products and services through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that social media activity on our platforms may not necessarily reflect the views of our firm. For more information, visit our website at wellsfargoadvisors.com/social. Kindly be aware that by clicking on external links, you will be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies. We recommend reviewing these policies before proceeding.
The Burton Financial Consulting Group - Ameriprise Financial Services, LLC
The Burton Financial Consulting Group - Ameriprise Financial Services, LLC is a finance institution located at 10100 Innovation Drive, Miamisburg, Ohio, United States. If you or someone you know has financial questions, our practice is here to help. We offer complimentary initial consultations to discuss your individual goals and risk tolerance in order to provide personalized investment and portfolio recommendations. With regular reviews and updates, we track your progress towards your financial goals. Our clients have secure access to their investments and accounts from any device. Our financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial security. Contact us to schedule a consultation and learn more about how we can help you achieve your financial goals.
Schuler Financial Group
Schuler Financial Group is a reputable finance institution located at 3380 Middle Urbana Road in Springfield, Ohio, United States. With a strong commitment to providing top-notch financial services, Schuler Financial Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Schuler Financial Group are dedicated to helping you secure your financial future. Contact them today to learn more about how they can assist you with your financial needs.
Blaylock Financials
Blaylock Financials is a leading finance institution located at 170 East Spring Valley Pike in Centerville, Ohio, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with investments, retirement planning, or wealth management, Blaylock Financials is here to help. Visit us today to learn more about how we can help you secure your financial future.
Creative Financial Solutions
Creative Financial Solutions is a leading financial institution located at WSHNGTN CT HS in Ohio, United States. We offer innovative and personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert advice and guidance on a wide range of financial services, including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial situations, Creative Financial Solutions is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
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