TOP 30 Wealth management for families in Maumee, Ohio

14 results found

Pat Paule is a finance, health, and insurance agency located at 1224 West Wooster Street in Bowling Green, Ohio, United States. Patrick Paule has been with Savage and Associates since 1997, serving over 1,200 employees from nearly 50 employers as an employee benefit consultant. With expertise in healthcare reform, Patrick works closely with clients to understand their needs and goals, developing comprehensive benefits strategies that add value for both the company and its employees. Services offered by Pat Paule include risk analysis, data analytics, plan review, insurer and vendor relationships, and financial analysis for employers. Value-added services for employees include benefits communication, enrollment tools, financial wellness opportunities, claims support, and physical wellness plans. Patrick holds a Bachelor of Science degree in marketing and management and is licensed in life and health insurance.

John Falk II, Bankers Life Agent is an insurance agency located at 1705 Indian Wood Circle in Maumee, Ohio, United States. Specializing in life insurance products and services, John Falk II is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and a wealth of knowledge in the insurance industry, John Falk II is a trusted advisor for clients seeking to secure their loved ones' well-being. Contact John Falk II, Bankers Life Agent today to discuss your insurance needs and explore coverage options.

Carlos Garcia, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. As a trusted agent for Bankers Life, Carlos Garcia provides a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Carlos Garcia is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Carlos Garcia is here to help you navigate the complex world of insurance and secure your financial well-being.

Laurel Espen, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. Specializing in providing personalized insurance solutions, Laurel Espen is dedicated to helping clients protect their financial well-being and plan for the future. With a focus on integrity and professionalism, Laurel Espen, Bankers Life Agent is committed to delivering top-notch service and support to individuals and families in the Maumee area. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.

Jamie Monagan is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 2002, Jamie Monagan has been dedicated to educating and assisting individuals in all stages of their financial planning journeys. With a holistic planning approach, Jamie focuses on wealth accumulation management and transfer objectives, income and distribution planning for retirement, as well as life insurance, long-term care, and protection strategies. In addition to serving clients, Jamie enjoys spending time with his family, boating, skiing, and fishing on Lake Erie. Rock climbing is also a passion for Jamie, with climbing experiences in the Red River Gorge, the New River, and the Shawangunk Ridge.

Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.

Edelman Financial Engines is a leading finance institution located at 475 West Dussel Drive in Maumee, Ohio, United States. With a focus on providing expert financial planning and investment management services, Edelman Financial Engines helps individuals and families achieve their financial goals. Their team of experienced advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.

Jeff Marchal is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Jeff has been a part of Savage & Associates since 2004, where he specializes in helping business clients with their employee benefit programs. With a BS in Business Management from the University of Findlay, Jeff holds insurance-related designations including LUTCF® and ChHC® and is licensed in life/health and property/casualty in Ohio and Michigan. Outside of work, Jeff resides in Toledo with his wife and children, enjoying time with friends and family, traveling, and trips to the lake. He is an active member of Christ the King parish and serves as a CYO coach. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Jeff Marchal. Please note that the information provided is for courtesy only, and leaving the website will take you to independent entities. Jeff Marchal offers securities in various states across the US.

Scott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.

Adam Glaser is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Adam Glaser specializes in investment advisory for individuals and corporations, utilizing a scientific and academically researched approach to portfolio management. Adam holds a BS in Finance and a Master’s of Economics from the University of Toledo, and has securities designations including AIF® Accredited Investment Fiduciary and Life and Health License. Adam Glaser is a part of Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They operate in multiple states and provide services such as retirement income planning through Monte Carlo simulations. Adam Glaser is actively involved in charity events, playing squash, supporting The University of Toledo Rockets, and traveling with his family in his free time.

Kyle Schimming is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Kyle Schimming joined Savage and Associates in 2015, where he specializes in retirement planning for businesses and individuals, as well as individual wealth management. He works closely with local employers to establish 401(k) and IRA plans for their employees, and also provides education on Total Employee Health and Retiree Benefit plans. Kyle also assists families with investment management and college planning. After graduating from Genoa High School in 2008, Kyle obtained his Bachelor's degree from Bowling Green State University in 2012. He is securities registered in multiple states and holds the designation of AIF® (Accredited Investment Fiduciary).

First Financial Group of Ohio is a reputable finance institution located at 1745 Indian Wood Circle in Maumee, Ohio, United States. With a commitment to providing top-notch financial services, they offer a wide range of products including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals work closely with clients to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, First Financial Group of Ohio is dedicated to helping you succeed.

Gloria Sheline, CFP is a reputable financial institution located at 1700 Woodlands Drive in Maumee, Ohio, United States. Specializing in comprehensive financial planning services, Gloria Sheline, CFP is led by a team of certified financial professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, this institution provides tailored financial solutions to individuals and businesses alike. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Gloria Sheline, CFP is committed to providing top-notch financial services to meet your needs.