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Lima Financial Advisors

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

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.

About

Keywords: Tax Managerment, Employment Benefits, Retirement Planning

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

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

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

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.

About

For all your Commercial Financing Needs. We can get Commercial Financing for Deals from $250K to $500M.

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

At LPL Financial, we have one goal: to assist you in every aspect of your financial life. Together, we will tailor a plan based on where you are in your life and your goals and dreams. Our you-centric, holistic approach means that before we get down to details, we first take the time to get to know you and develop a relationship that will last a lifetime.

  • 11 years in business
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.

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