TOP 10 Wealth management expertise in Defiance, Ohio

Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 912 East 2nd Street, Defiance, Ohio, United States. Barbara G Malhoit holds various certifications such as 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®. These certifications demonstrate expertise in various areas of finance such as asset management, retirement planning, estate planning, investment analysis, and more. Barbara G Malhoit is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay current in the ever-changing financial landscape.

Dana Hall is a prestigious university located at 204 East Sessions Avenue in Defiance, Ohio, United States. Known for its rigorous academic programs and commitment to excellence, Dana Hall offers a wide range of undergraduate and graduate degrees in various fields of study. The institution boasts state-of-the-art facilities, experienced faculty members, and a vibrant campus community. Students at Dana Hall have access to a wealth of resources and opportunities for personal and professional growth. Whether you're pursuing a degree in business, education, healthcare, or the arts, Dana Hall provides a supportive and enriching environment for students to thrive.

David Kryder - Prudential Financial is a reputable finance and insurance agency located at 609 West 3rd Street in Defiance, Ohio, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of their clients, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, David Kryder - Prudential Financial is committed to delivering top-notch service and expertise in the areas of financial planning, investments, retirement planning, and insurance coverage. Contact them today to learn more about how they can assist you in securing your financial future.

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.

Ian Malhoit is a Financial Advisor at Ameriprise Financial Services, LLC located at 912 East 2nd Street, Defiance, Ohio, United States. Ian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Ian is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or retirement planning, Ian Malhoit is here to help. Contact him today for expert financial guidance.

Terry Jenkins, CPA is a reputable accounting and finance institution located at 912 East 2nd Street in Defiance, Ohio, United States. With years of experience and expertise in the field, Terry Jenkins, CPA offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. The institution is known for its professionalism, accuracy, and commitment to helping clients achieve their financial goals. Whether you are an individual or a business owner, Terry Jenkins, CPA is dedicated to providing top-notch financial solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your finances.

The State Bank and Trust Company is a reputable financial institution located at 510 West 3rd Street in Defiance, Ohio, United States. As a trusted bank, they offer a wide range of financial services to meet the needs of individuals, businesses, and communities. With a strong commitment to customer service and financial expertise, The State Bank and Trust Company is dedicated to helping their clients achieve their financial goals. Whether you are looking for personal banking solutions or business financing options, you can rely on The State Bank and Trust Company for reliable and professional service.

Welcome to SB Financial Group, your trusted partner in financial services located in the heart of Defiance, Ohio. Situated conveniently at 401 Clinton Street, our firm is dedicated to helping individuals and businesses achieve their financial goals with confidence and expertise. At SB Financial Group, we offer a comprehensive range of financial solutions tailored to meet the unique needs of our clients. Our experienced team of financial advisors is committed to providing personalized service and strategic guidance in areas such as investment management, retirement planning, tax strategies, and wealth preservation.