Wealth Management in Allen County, OH

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List of Firms

Allen County, OH Wealth Management Firms

Steiner Financial Services
Location 141 N Main St, Bluffton, OH 45817, USA
Phone (419) 358-8565
Aaron Roush, CLU, ChFC, CFP - Wealth Management Advisor
Location 630 S Main St, Findlay, OH 45840, USA
Phone (419) 422-6137
Trueblood Wealth Management
5 out of 5
Location 3654 Allentown Rd, Lima, OH 45807, USA
Phone (419) 227-3331
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1122 Elida Ave, Delphos, OH 45833, USA
Phone (419) 695-0660
Daily Advisors
Location PO Box 1465, Lima, OH 45802, USA
Phone (419) 303-3504
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
Glass Dieringer Investment Management
1 out of 5
Location 100 W Spring St, St Marys, OH 45885, USA
Phone (419) 300-8891
Wealth Management in Allen County, OH

Where Wealth Management Advisors in Allen County, OH Serve

Allen County, OH is a vibrant and dynamic community located in the heart of Ohio. The county is home to a plethora of landmarks and attractions that are sure to delight visitors and locals alike. From the historic Allen County Courthouse to the impressive Armstrong Air and Space Museum, there is no shortage of things to see and do in this bustling county. When it comes to top employers, Allen County is home to a diverse range of businesses and industries. Some of the largest employers in the area include Lima Memorial Health System, Procter & Gamble, and Husky Energy. These companies provide a wide range of job opportunities for residents of the county and contribute significantly to the local economy. In terms of major highways and streets, Allen County is well-connected to the rest of Ohio and beyond. The county is served by several major highways, including Interstate 75 and U.S. Route 30.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Allen County, OH can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to small businesses in the county, which can help boost the local economy. Additionally, banks can offer a range of services, such as loans, savings accounts, and credit cards, that can help residents manage their finances more effectively. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their money. In a county like Allen County, which has a diverse population and a mix of urban and rural areas, having access to a bank can be especially important for those who may not have easy access to financial services or may need extra support in managing their finances.

Insurance Broker

Residents of Allen County, OH can benefit from the expertise of an insurance broker in numerous ways. With the county's population of over 100,000 and a median household income of $52,000, many individuals and families could benefit from guidance on selecting the most appropriate health, life, or auto insurance policies. Additionally, Allen County is home to several major employers, including Lima Memorial Health System and Procter & Gamble, which may offer their own insurance plans. An insurance broker can help residents navigate the complexities of these plans and determine which options best suit their needs. Furthermore, Allen County experiences harsh winter weather, which can lead to increased risks of accidents and property damage. An insurance broker can provide advice on the types of coverage needed to protect against these risks and ensure that residents have adequate protection in the event of an emergency.

Retirement Planning

Residents of Allen County, OH can greatly benefit from the services of a retirement planner. With the county's population of over 100,000 people, many of whom are nearing retirement age, a retirement planner can provide guidance on how to best prepare for their golden years. Specifically, Allen County is home to a large number of retirees who have worked in the manufacturing industry, which can present unique challenges when it comes to retirement planning. A retirement planner can help these individuals navigate the complexities of pension plans, 401(k)s, and other retirement benefits that may be available to them. Additionally, with the cost of healthcare continuing to rise, a retirement planner can assist in developing a plan for long-term care and medical expenses. With their expertise and knowledge of the financial landscape, a retirement planner can help residents of Allen County, OH achieve their retirement goals and live comfortably in their later years.

Financial Advisor

Residents of Allen County, OH can greatly benefit from the services of a financial advisor. With a population of over 100,000, Allen County is home to a diverse community with varying financial needs. A financial advisor can help residents with a range of financial matters, such as retirement planning, investment strategies, budgeting, and debt management. Additionally, Allen County has a significant agricultural industry, and a financial advisor can provide specialized advice on farm management, crop insurance, and commodity trading. Furthermore, Allen County is home to several small businesses, and a financial advisor can assist entrepreneurs with business planning, cash flow management, and tax planning. In short, a financial advisor can help residents of Allen County, OH navigate the complex world of finance and achieve their financial goals.

Mortgage Loan Officer

Residents of Allen County, OH can benefit greatly from the services provided by a mortgage loan officer. With Allen County being a rural area, many residents may not have access to the same financial resources as those in larger cities. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, the officer can provide guidance on the various loan options available, including those specific to Allen County, such as the USDA Rural Development loan program, which offers financing for eligible properties in rural areas. By working with a mortgage loan officer, residents can increase their chances of securing a loan and achieving their dream of homeownership.

Tax Services

Residents of Allen County, OH can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to maximize tax deductions, especially for those who own properties or businesses in the county. Allen County is home to several major industries, including healthcare, manufacturing, and agriculture, which can make tax planning complex. A tax advisor can help residents navigate the intricacies of local tax laws, such as the county's property tax assessment process and the state's sales tax regulations. Additionally, a tax advisor can provide advice on estate planning, retirement planning, and other financial matters that can impact tax liability. With the help of a knowledgeable tax advisor, residents of Allen County can ensure that they are making informed decisions about their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Allen County, OH can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that takes into account their unique circumstances. For instance, Allen County is home to a large number of farmers who may have specific estate planning needs related to their agricultural assets. An experienced estate planning lawyer can help these farmers create a plan that ensures the smooth transfer of their land and other assets to their chosen beneficiaries. Additionally, an estate planning lawyer can assist residents of Allen County with creating trusts, wills, and other legal documents that protect their assets and ensure that their wishes are carried out after their passing. With the help of an estate planning lawyer, residents of Allen County can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.


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