Retirement Planning in Holland, OH

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Top Retirement Planners in Holland, OH

Wilcox Financial Group Inc
SEC File# 801-55153
CRD# 317245
Location 3400 Executive Pkwy, Toledo, OH 43606, USA
Phone (419) 537-9407
Directions
NWQ Wealth Partners
Location 6012 Renaissance Pl Ste A, Toledo, OH 43623, USA
Phone (419) 517-7001
Directions
Luminous Wealth Management
Location 7100 Spring Meadows Dr W, Holland, OH 43528, USA
Phone (248) 636-1114
Directions
Macino Financial Services
4 out of 5
Location 1142 Corporate Dr, Holland, OH 43528, USA
Phone (419) 491-0909
Directions
Edward Jones - Financial Advisor: Debbie Robinson, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3550 Executive Pkwy Suite 6, Toledo, OH 43606, USA
Phone (419) 535-9666
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7010 Spring Meadows Dr W Ste 103, Holland, OH 43528, USA
Phone (419) 868-1996
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Legacy Group Planning
5 out of 5
Location 1590 Albon Rd Suite 40, Holland, OH 43528, USA
Phone (888) 665-7229
Directions
Trust Company Family Offices
Location 1630 Timberwolf Dr, Holland, OH 43528, USA
Phone (419) 865-8778
Directions
Hantz Financial Services - Maumee, Ohio
SEC File# 801-106859
CRD# 46047
5 out of 5
Location 1540 S Holland Sylvania Rd, Maumee, OH 43537, USA
Phone (419) 861-3344
Directions
Caliber Investments
Location 1351 S Reynolds Rd Suite A, Toledo, OH 43615, USA
Phone (419) 931-8800
Directions
Spring Meadows Financial
5 out of 5
Location 7359 International Dr # A, Holland, OH 43528, USA
Phone (419) 861-1682
Directions
Wurz Richard H
5 out of 5
Location 6904 Spring Valley Dr #301, Holland, OH 43528, USA
Phone (419) 276-1576
Directions
MPM Wealth Advisors
SEC File# 801-50488
CRD# 104926
5 out of 5
Location 7429 International Dr Suite A, Holland, OH 43528, USA
Phone (419) 861-1400
Directions
Wurz Financial Services - Financial Advisors and Retirement Planners - Holland, OH
5 out of 5
Location 9674, 6904 Spring Valley Dr #301, Holland, OH 43528, USA
Phone (419) 276-1576
Directions
Retirement Planning in Holland, OH

About Holland, OH for Those Planning to Retire

Holland, OH is a quaint town located in Lucas County, Ohio. The town is home to several notable landmarks, including the Strawberry Acres Park and the Holland-Springfield Historical Society. Holland is also home to some of the top employers in the area, such as the Dana Corporation and the Toledo Molding & Die Company. Major highways that run through Holland include the Ohio Turnpike and Interstate 475. Some of the most well-known streets in the town include Angola Road and McCord Road. Holland is comprised of several unique neighborhoods, including the Orchard Hills and the Stone Oak Estates. With its rich history and bustling economy, Holland is a great place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Holland, OH would greatly benefit from the services provided by a bank in various ways. For instance, with the town being home to many small businesses, a bank could offer loans and financial support to help these businesses grow and thrive. Additionally, Holland, OH has a large retired population, and a bank could provide retirement planning services and investment opportunities to help these individuals secure their financial future. Furthermore, with the town being located near major highways and interstates, a bank could offer convenient online and mobile banking options to allow residents to easily manage their finances while on the go. In short, a bank in Holland, OH would be a valuable resource for both individuals and businesses in the community.

Insurance Broker

Residents of Holland, OH can greatly benefit from the services of an insurance broker. With the town's proximity to Toledo, many residents commute to work and require auto insurance. However, the unique weather patterns in the region, including lake-effect snow and severe thunderstorms, can make finding the right coverage a challenge. An insurance broker can help residents navigate the complexities of auto insurance, ensuring they have the right coverage for their needs. Additionally, with the town's growing population and expanding housing market, homeowners insurance is becoming increasingly important. An insurance broker can help residents find the right coverage for their homes, taking into account factors such as flood and tornado risk. Finally, with the rising cost of healthcare, an insurance broker can help residents find affordable health insurance options, ensuring they have access to quality care when they need it. Overall, an insurance broker can provide invaluable assistance to residents of Holland, OH, helping them navigate the complex world of insurance and find the coverage they need to protect themselves and their families.

Wealth Management

Residents of Holland, OH can benefit from the services of a wealth manager in several ways. For instance, a wealth manager can help residents in Holland, OH to develop a comprehensive financial plan that aligns with their long-term goals. This plan could include investment strategies, retirement planning, tax planning, and estate planning. Furthermore, a wealth manager can assist residents in Holland, OH to navigate complex financial situations such as managing inheritances, selling a business, or divorce settlements. Specifically, Holland, OH is a rapidly growing community that has seen a surge in new businesses and real estate development. A wealth manager can help residents in Holland, OH to capitalize on these opportunities by providing expert advice on investment opportunities and financial planning. Ultimately, working with a wealth manager can help residents in Holland, OH to achieve financial security and peace of mind.

Financial Advisor

Residents of Holland, OH can benefit from the services of a financial advisor in various ways. Firstly, a financial advisor can help them create a personalized financial plan that takes into account their unique financial situation and long-term goals. This plan can help them make informed decisions about saving, investing, and managing their money. Secondly, a financial advisor can assist residents in navigating the complex tax laws in Ohio and help them optimize their tax strategies to minimize their tax liabilities. Additionally, Holland, OH is a growing community with a diverse economy, and a financial advisor can help residents take advantage of the investment opportunities that arise from this growth. Lastly, a financial advisor can provide guidance on retirement planning, including strategies for saving for retirement, managing retirement income, and protecting their assets during retirement. Overall, a financial advisor can provide valuable financial advice and support to residents of Holland, OH, helping them achieve their financial goals and attain financial security.

Mortgage Loan Officer

Residents of Holland, OH can greatly benefit from the expertise of a mortgage loan officer. With the town being located in the heart of the Midwest, it is known for its strong sense of community and family values. A mortgage loan officer can assist residents in navigating the complex process of purchasing a home, especially for first-time homebuyers. They can provide guidance on the different types of mortgage loans available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best for their financial situation. Additionally, a mortgage loan officer can assist in finding the most competitive interest rates and negotiating with lenders on behalf of the borrower. With the median home value in Holland, OH being $157,300, a mortgage loan officer can help residents secure the financing they need to achieve their dream of homeownership.

Tax Services

Residents of Holland, OH can benefit from the services of a tax advisor in a multitude of ways. With a population of approximately 1,600 people, Holland, OH is a small community that relies heavily on local businesses. A tax advisor can help these businesses navigate the complex tax laws and regulations that are specific to Ohio. Additionally, a tax advisor can assist individuals with their personal tax returns, ensuring that they are taking advantage of all available deductions and credits. With the recent changes to the tax code, it is more important than ever for residents of Holland, OH to seek the guidance of a tax advisor. By doing so, they can avoid costly mistakes and maximize their tax savings. Furthermore, a tax advisor can provide valuable advice on estate planning and retirement planning, helping individuals and families in Holland, OH to secure their financial futures.

Estate Planning Lawyer

Residents of Holland, OH can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is particularly important in Holland, OH, where the population is aging rapidly. An estate planning lawyer can help residents create wills, trusts, and other legal documents that protect their assets and provide for their loved ones. Additionally, an estate planning lawyer can assist in the creation of healthcare directives and powers of attorney, which are particularly important for older adults who may face health challenges. By working with an estate planning lawyer, residents of Holland, OH can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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