Find a Financial Advisor in Allen County, OH

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Get Connected with a Financial Advisor in Allen County, OH

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List of Firms

Financial Planning Firms in Allen County, OH

Edward Jones - Financial Advisor: Stephanie A Moos
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2450 Shawnee Rd, Lima, OH 45806, USA
Phone (419) 221-6901
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Zac Lauck, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 102 Devonshire Dr Suite B, Lima, OH 45804, USA
Phone (419) 222-2026
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1410 Bellefontaine Ave, Lima, OH 45804, USA
Phone (419) 228-4646
Edward Jones - Financial Advisor: Mat Gallaspie, CRPC®
SEC File# 801-3297
CRD# 250
Location 3217 Harding Hwy, Lima, OH 45804, USA
Phone (419) 222-4587
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Lindsey Chapman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 215 N Elizabeth St, Lima, OH 45801, USA
Phone (419) 222-8291
Time Monday: 9:30 AM – 4:00 PM Tuesday: 9:30 AM – 4:00 PM Wednesday: 9:30 AM – 4:00 PM Thursday: 9:30 AM – 4:00 PM Friday: 9:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Dicke Financial Company

5 out of 5

Location 3680 S Dixie Hwy, Lima, OH 45804, USA
Phone (419) 991-6677
William G Sackett - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2963 Blue Jacket Ct, Lima, OH 45806, USA
Phone (419) 227-4466
Rockhold Wentling Financial Advisors - Shawnee Rd.

3 out of 5

Location 410 S Cable Rd, Lima, OH 45805, USA
Phone (419) 222-8550
Sielschott Financial Services
Location 1729 Allentown Rd, Lima, OH 45805, USA
Phone (567) 712-2414
Raymond James Financial Services
Location 2895 Harding Hwy C, Lima, OH 45804, USA
Phone (419) 516-4528
Legacy Group Planning

5 out of 5

Location 315 N Elizabeth St, Lima, OH 45801, USA
Phone (888) 665-7229
Metzger Financial Services

5 out of 5

Location 1337A N Cable Rd, Lima, OH 45805, USA
Phone (419) 225-6067
Douglas W Bell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2963 Blue Jacket Ct, Lima, OH 45806, USA
Phone (419) 227-4466
Edward Jones - Financial Advisor: Dave Compton
SEC File# 801-3297
CRD# 250
Location 1986 W Robb Ave, Lima, OH 45805, USA
Phone (419) 222-7194
Edward Jones - Financial Advisor: Andrew D Lotz
SEC File# 801-3297
CRD# 250
Location 2304 Harding Hwy, Lima, OH 45804, USA
Phone (419) 222-6886
Edward Jones - Financial Advisor: Jeff Lee
SEC File# 801-3297
CRD# 250
Location 2444 Cable Ct Suite A, Lima, OH 45805, USA
Phone (419) 222-4517
Edward Jones - Financial Advisor: David M Lotz, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2304 Harding Hwy, Lima, OH 45804, USA
Phone (419) 222-6886
Pomeroy Financial Planning LLC
Location 330 N Main St, Lima, OH 45801, USA
Phone (419) 228-0400
Edward Jones - Financial Advisor: Matthew F Graff, AAMS™
SEC File# 801-3297
CRD# 250
Location 2025 N Cable Rd, Lima, OH 45805, USA
Phone (567) 712-2948
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About Allen County, OH

Allen County, Ohio is located in the northeastern part of the state and is home to Fort Wayne, the second-largest city in Indiana. The county has a population of just over 353,000 people and is known for its many parks and forests, as well as its top employers like Foam Fabricators and Lutheran Health Network. Major highways and streets in Allen County include Interstate 69, U.S. Route 24, and State Road 37, while neighborhoods include Georgetowne, Lakeside Park, and Woodburn.

Related Services

Banks and Credit Unions

Banks have a variety of services that they can provide to Allen County, OH residents. One service is providing loans for people who need money to start or expand their businesses. A bank can also help people save for their future by offering them savings accounts and certificates of deposit. A bank can also offer customers checking accounts which allow them to easily access their money. Lastly, banks offer wire transfer services which allow customers to send and receive money electronically.

Insurance Broker

Allen County, OH residents can take advantage of the services offered by insurance brokers to find the best rates and coverage for their needs. By working with an insurance broker, residents can compare rates from multiple providers to get the best deal on insurance. In addition, insurance brokers can help residents understand their coverage and find the right policy for their needs.

Retirement Planning

Financial advisors can help Allen County, OH residents with retirement planning in a number of ways. By helping people to save for retirement and invest their money wisely, financial advisors can make the process of retiring much less stressful. They can also provide valuable advice on when to start withdrawing money from retirement accounts, and how to make the most of Social Security benefits. In short, financial advisors are an important resource for anyone preparing for retirement.

Wealth Management

Wealth management is an important service that helps Allen County, OH residents protect their assets and plan for the future. By working with a wealth manager, you can ensure that your money is invested in the right places and that you are making smart financial decisions. A good wealth manager will help you grow your money while still keeping it safe, and they can also provide guidance on estate planning and other important financial matters. If you're looking for a reliable way to manage your wealth, then please contact us today. We would be happy to answer any of your questions and help you get started on the path to financial success.

Estate Planning Lawyer

Estate planning lawyers can help Allen County, OH residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your loved ones are taken care of after you die. They can also help you avoid probate, which can save your loved ones time and money. If you're interested in estate planning, contact an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Allen County, OH can help residents with a variety of needs when it comes to securing a mortgage. From finding the best interest rates and securing the right loan for their budget, to helping them through the entire application process, these professionals can make the home-buying experience much less stressful. They can also provide guidance to those who may be interested in refinancing their homes or consolidating their debt.

Tax Services

Tax accountants can help Allen County, OH residents in a number of ways. One of the most important services they provide is helping taxpayers understand and comply with tax laws. This includes helping people file their taxes correctly and ensuring that they receive all the tax breaks to which they are entitled. Tax accountants can also help businesses in Allen County understand and comply with any applicable state and local taxes. In addition, they can provide advice on how to minimize taxes and save money.