Findlay, OH9 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Findlay Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Findlay.

  • 41 years in business
  • New on Thumbtack
About

I treat every new potential client the same, with the same respect. My goal is that every person that meets with me learns something about personal finance and how to improve their individual situation. There is no charge to meet with me. I also provide a complimentary Financial Needs Analysis to all of my potential clients. It gives the client a financial game plan in all areas of personal finance: debt, investments, and protection.

  • New on Thumbtack
About

Serving Toledo, Ohio and outlying areas John Cameron of The Cameron Company, LLC is offering the following services but not limited to Investment Strategies, Investment Plans, Wealth Accumuation Protection, 401(k), Retirement Income, Estate Planning, Tax Planning and College Planning to help clients reach their financial goals.

  • New on Thumbtack
About

Welcome to Moyer Financial Services. My company believes that good financial decisions don't have to be confusing. We can provide simple and proven techniques that can help you make the most of your money and help achieve more of your financial goals.

  • New on Thumbtack
About

We provide financial planning and investment management services including the following: * retirement planning * wealth and financial management * 401K rollovers * asset allocation * independent wealth guidance * estate planning * income protection * brokerage services * liability management * education planning and beyond

About

I know that when it comes to selecting an insurance and financial services company, you've got a lot of choices - and a lot to consider. Find out more about how easy it is to do business with Allstate Insurance and Financial Services and the strength of our commitment to you. As a personal financial representative in Toledo, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. I have been serving Toledo and Vicinity for 25 Years.

About

Keywords: Tax Managerment, Employment Benefits, Retirement Planning

  • New on Thumbtack
About

Offer great payroll services, payroll tax filings, any bookkeeping entries, and planning advice.

  • New on Thumbtack
About

Welcome to Moyer Financial Services. My company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

About

Serving Wapakoneta, OH, and the outlying areas, Ronald Strasburg of Strasburg Financial Group is offering the following services, but are not limited to: * Investments * Estate Planning * Retirement Planning * Insurance and Annuity Products * Financial Planning

About

At Executive Business Advisers, we are sales, marketing and business growth experts helping companies improve their business performance and growth. We uncover areas holding your company back and show you what you can be doing differently to improve your business growth, sales and marketing performance. We offer the following services: * Business Start-Up Services * Business Growth Consulting Services * Sales and Marketing Services * Business Coaching * Strategic Planning Services * Customer Retention Services * Financial Management Services * Business and Leadership Training * Sales Training * Marketing Training What would you like to do this year? * Launch a new successful business * Grow your current business * Increase sales growth * Improve marketing performance * Increase customer retention * Enhance financial health * Reduce business risk * Improve leadership performance * Build a competitive advantage We can help!

About

Protect your retirement savings from Wall Street and the IRS! Please call or come to our office so we can help you with IRS tax issues and your financial planning needs. We specialize in tax-free retirement solutions for our clients, with emphasis on strategies that help them to build and grow assets, reduce their financial risks, and minimize their tax burden, and we do these using products from some of the world's largest and most stable financial institutions. For our pre-retirement clients, we provide effective avenues for "rescuing" and safeguarding their retirement savings that are locked up in qualified plans (such as 401(k), IRA, etc.) from Wall Street (i.e., potentially devastating stock market losses) and huge tax bills from the IRS (we do the same thing for those who have changed jobs or lost their jobs, but left their 401(k)-type funds sitting in the retirement plans of their previous employer). For our clients who have just retired, we work with them to move their qualified retirement plan assets from the stock market (mutual funds and stocks) into no-risk/low-risk investment vehicles in order to protect it from market downturns (losses) and ensure that those savings would last for the rest of their lives (with possibly decent "leftovers" for their heirs). We also help our clients to generally make what we call "$martMoney" decisions by educating them on financial products and/or services (life insurance, annuities, disability, and long-term care insurance, mortgage protection, etc.) and by assisting them to design customized and effective solutions for retirement planning, savings for children's college education, income protection, and generational wealth building (asset accumulation and protection and growth and wealth transfer). This includes helping small businesses/business owners to put together sound and effective financial plans for funding such contingencies as executive hiring and retention, employee benefits, business continuation, buy-sell agreements, and business ownership transfer. Last, but not the least, we provide tax services for our clients. These include tax planning for individuals and small businesses, IRS audit representation, and tax returns preparation. Our enrolled agents are former IRS employees (revenue agents) with several years of experience in IRS audits, so we know how to "speak their language". Actually, our IRS background and experience help to cement our credentials as an all-round financial advisory shop that one can count on to get all their financial matters handled under one roof. Note: Our financial services professionals are licensed in multiple states, and our IRS audit representation services can be done for clients in any state within the U.S.

  • New on Thumbtack
About

We offer financial planning for professionals, physicians, executives, business owners and retirees. Fleck Financial is an independent financial services organization that can provide commission-based and fee-based services depending on your preferences and needs. Services offered: * 401K rollovers * IRA rollovers * 529 college savings * education savings accounts * life insurance * disability insurance * long-term care insurance * institutional managed accounts * retirement income planning * mutual funds * fixed annuities * variable annuities * bonds * stocks * asset allocation * insurance evaluation * wealth management * registered investment advisor

About

Gold Leaf Capital Management, Inc. is a lower risk, money management firm. We manage 401(k) rollovers, various IRA types, SEPs, trusts, and inheritances for our clients by building common sense investment portfolios. Because we are independent, our clients receive objective investment advice; we have no in-house mutual funds or products to sell; we are free to do what’s in our clients’ best interests. Your financial advisor, Paul F. Rodgers, CFA, has an MBA from Case Western and has managed mutual funds for National City Bank starting in 1988; he, then, founded Gold Leaf in 1998. Consultations are both confidential and free. References are available upon request.

  • 11 years in business
  • New on Thumbtack
About

Weekly income Powering life

About

Our Mission Statement at Primerica, is to help families earn more income and become properly protected, debt free and financially independent. We educate families on how money works in it's entirety, and how to make their money work for them. The services we provide include insurance, investments, debt resolution, legal protection and more. The great thing about our business, is that we are a "needs-based", "main street" company. This means we're always looking to do what's best for the Client and their needs, and not what's most lucrative for the Producer. We're a "Main Street" company which means, we are looking to provide the average income American with the financial planning and assistance that's usually reserved for upper income individuals, or the "Wall Street" group. However, the greatest aspect of our company, in my humble opinion, is that we are always willing and looking to bring on motivated and ambitious people to help us in our mission. It's truly gratifying to see someone who couldn't see a light at the end of their tunnel, and help them achieve and live out their financial dreams.

  • 5 years in business
  • 1 hire on Thumbtack
About

I help people see their lifetime capital potential and develop a personalized financial strategy, so they will be able to retire at the same standard of living that they are living today. I have a very unique approach in helping people minimize their tax liabilities and increasing their circle of wealth. Consultation is offered free of charge. I offer a full line of Health and Life Insurance, including Medicare, tailored to meet the needs of the individual, family or group that I'm working with.

Hire skilled professionals for absolutely everything.