TOP 10 Wealth management companies in Findlay, Ohio

Western & Southern Life Insurance Company is a reputable insurance agency located at 1000 East Main Cross Street in Findlay, Ohio, United States. With a strong commitment to providing quality insurance products and exceptional customer service, Western & Southern Life Insurance Company is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, their team of experienced professionals is ready to assist you in finding the right coverage to meet your needs. Trust in Western & Southern Life Insurance Company to provide you with peace of mind and security for the road ahead.

Northwestern Mutual - Findlay is a finance and insurance agency located at 630 South Main Street in Findlay, Ohio. As part of the esteemed Northwestern Mutual network, this institution offers a wide range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Northwestern Mutual - Findlay is dedicated to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual - Findlay is committed to helping you secure a more financially stable future.

Hixon Zuercher Capital Management is a prestigious finance institution located at 101 West Sandusky Street in Findlay, Ohio, United States. With a focus on providing expert financial management services, Hixon Zuercher Capital Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, the institution offers personalized investment strategies and comprehensive financial planning to meet the unique needs of each client. Trustworthy and reliable, Hixon Zuercher Capital Management is committed to delivering top-tier financial services to individuals and businesses alike.

Merrill Lynch Wealth Management is a finance institution located at 127 East Main Cross Street, Findlay, Ohio, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their objectives. We also support our communities through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors, investing insights, a wealth planning platform, and technological resources to help you pursue your financial and life goals. Our advisors are dedicated to providing customized investment approaches and wealth management advice to support your financial needs. We offer professional training, mentoring, and technology to help you succeed as a financial advisor. With a history of training advisors since 1946, we provide the critical skills and knowledge needed to assist individuals in pursuing their unique financial goals.

Ridge & Company CPA is a reputable accounting and finance institution located at 314 West Hardin Street in Findlay, Ohio, United States. Our team of experienced certified public accountants provides a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit support. With a commitment to professionalism and excellence, Ridge & Company CPA is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Primerica is an insurance agency located at 1700 Findlay Road in Lima, Ohio, United States. As a reputable institution, Primerica offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing quality coverage and excellent customer service, Primerica is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, auto insurance, or other types of coverage, Primerica is committed to providing you with the personalized attention and expert advice you deserve. Visit us today to learn more about how we can help you find the right insurance solutions for your needs.

UIS Insurance & Investments is a reputable finance and insurance agency located at 321 South Blanchard Street in Findlay, Ohio, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, UIS Insurance & Investments is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team of professionals at UIS Insurance & Investments is committed to delivering top-notch service and tailored advice to meet the unique needs of each client. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, UIS Insurance & Investments is the trusted partner you can rely on for all your financial needs.

Northwestern Mutual - Chase Barnes is an insurance agency located at 630 South Main Street in Findlay, Ohio, United States. With a focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a range of insurance products and services tailored to meet the individual needs of each customer. Chase Barnes, as a representative of Northwestern Mutual, is dedicated to helping clients navigate the complexities of insurance and financial planning, ensuring they have the coverage they need to protect their assets and loved ones. Visit Northwestern Mutual - Chase Barnes for expert advice and personalized solutions for your insurance needs.

Adam Walls: Primerica - Financial Services is a reputable finance and insurance agency located at 1318 North Main Street in Findlay, Ohio, United States. With a strong focus on providing top-notch financial services to individuals and families, Adam Walls and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica has the expertise and resources to assist you every step of the way. Trust in Adam Walls and Primerica to provide you with personalized financial guidance and peace of mind.

Mike Gephart: Primerica - Financial Services is a reputable finance and insurance agency located at 2 West Front Street in Findlay, Ohio, United States. With a strong focus on helping individuals and families achieve financial security and success, Mike Gephart and his team offer a wide range of services including investment planning, retirement planning, insurance policies, and more. With years of experience and a dedication to personalized service, clients can trust Mike Gephart: Primerica - Financial Services to provide expert advice and solutions to meet their financial goals.

Richard Bornhorst - Prudential Financial is a reputable finance and insurance agency located at 655 Fox Run Road in Findlay, Ohio, United States. With a strong focus on providing personalized financial solutions to meet the unique needs of each client, they offer a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Richard Bornhorst - Prudential Financial is a trusted partner you can rely on.

Jason Elchert is a finance and insurance agency located at 2498 Bluestone Drive in Findlay, Ohio, United States. Jason Elchert joined Savage and Associates in 2001 and has since built a large clientele within the community where he was raised. His focus is on helping individuals achieve their financial objectives and offering businesses guidance on their corporate retirement needs. Jason received a degree in mathematics from the University of Findlay and is a graduate of Arcadia local schools. He is registered in multiple states and holds the designation of Accredited Investment Fiduciary. Jason and his wife, Lindsay, live in Findlay with their three boys and are active members of the community. Securities and investment advisory services are offered through Osaic Wealth, Inc. Please note that when you visit external websites linked here, you are leaving the Jason Elchert website.

Allstate Personal Financial Representative Neil Ickes is a trusted finance and insurance agency located at 1046 Interstate Court in Findlay, Ohio, United States. With years of experience in helping individuals and families secure their financial future, Neil Ickes offers personalized financial planning and insurance solutions tailored to meet the unique needs of each client. Whether you are looking to protect your assets, plan for retirement, or invest for the future, Neil Ickes is dedicated to providing expert guidance and support every step of the way. Contact Allstate Personal Financial Representative Neil Ickes today to schedule a consultation and start building a solid financial foundation for tomorrow.

Reineke & Roush Financial Planning Group - Northwestern Mutual is a leading finance and insurance agency located at 630 South Main Street in Findlay, Ohio, United States. With a team of experienced professionals, they provide comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance solutions, Reineke & Roush Financial Planning Group is dedicated to providing personalized guidance and support every step of the way. Trust them to help secure your financial future.

BMG Services, LLC is a reputable institution located at 708 Milton Street in Findlay, Ohio, United States. They offer a wide range of services to cater to the needs of their clients, including financial consulting, investment management, and business advisory. With a team of experienced professionals, BMG Services, LLC is dedicated to providing top-notch solutions and personalized advice to help their clients achieve their financial goals. Trustworthy, reliable, and committed to excellence, BMG Services, LLC is the go-to institution for all your financial needs.

Mark A. Gons, CPA is a reputable accounting and finance institution located at 1995 Tiffin Avenue in Findlay, Ohio, United States. With a focus on providing high quality professional services, the team at Mark A. Gons, CPA offers a wide range of fiduciary services to assist individuals in their Golden Years and achieve their wealth transfer objectives. They specialize in designing, implementing, and monitoring financial, retirement, and estate plans tailored to meet individual and family objectives. Tax planning is a crucial aspect of financial management, and the team at Mark A. Gons, CPA can develop customized tax plan strategies to help clients take advantage of current tax laws. They also offer tax return preparation services for individuals, estates, trusts, corporations, partnerships, LLCs, and other passthrough entities.

H&R Block is a renowned accounting and finance institution located at 2443 South Main Street in Findlay, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals. Visit us today to experience top-notch accounting and finance services.

Golden Key Title Agency, Inc. is a comprehensive institution offering services in accounting, finance, insurance, legal advice, and real estate transactions. Located at 128 East Front Street in Findlay, Ohio, United States, our experienced team is dedicated to providing top-notch services to meet all your financial and real estate needs. Whether you are looking to buy or sell a property, need assistance with insurance policies, or require legal advice, Golden Key Title Agency, Inc. is here to help you every step of the way. Trust us to unlock the door to your financial success.

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.

Thomas & Ridge is a reputable accounting and finance institution located at 314 West Hardin Street in Findlay, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Thomas & Ridge is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

Warnecke & Associates Inc. is a reputable accounting and finance institution located at 1822 Windsor Place in Findlay, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Warnecke & Associates Inc. is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to learn more about how they can assist you with your financial needs.