Wealth Management in Wood County, OH

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List of Firms

Wood County, OH Wealth Management Firms

Joseph Majdalani - Morgan Stanley
Location 6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, USA
Phone (567) 336-4308
The Wealth Management Society of Northwest Ohio
Location 149 Partridge Ln, Perrysburg, OH 43551, USA
Phone (419) 276-0664
Jeremy Ashley - Thrivent
Location 1070 Commerce Dr Ste 302, Perrysburg, OH 43551, USA
Phone (419) 874-4378
Carleton "Holly" Hollister
Location 1224 W Wooster St, Bowling Green, OH 43402, USA
Phone (419) 728-0309
Mick Sayen - Thrivent
Location 429 W College Ave, Pemberville, OH 43450, USA
Phone (419) 344-3597
Edward Jones - Financial Advisor: Dan Wott
SEC File# 801-3297
CRD# 250
Location 25686 N Dixie Hwy Suite C, Perrysburg, OH 43551, USA
Phone (419) 874-3745
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 – 4:00 PM Saturday: Closed Sunday: Closed
Lehner Shope Wealth Group
SEC File# 801-108531
CRD# 284840
Location 900 W South Boundary St bldg 5b, Perrysburg, OH 43551, USA
Phone (419) 794-4700
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
Butler Capital Advisors

4 out of 5

Location 28350 Kensington Ln # 100, Perrysburg, OH 43551, USA
Phone (419) 243-9665
Reichert Financial Services
Location 28350 Kensington Ln #300, Perrysburg, OH 43551, USA
Phone (419) 931-0749
Luminary Financial Group
Location 6788 Providence St, Whitehouse, OH 43571, USA
Phone (419) 877-8250
CH Asset Management Partners, LLC
Location 1528 Woodville Rd, Millbury, OH 43447, USA
Phone (419) 464-9200
Derek Dierks - Thrivent
Location 6546 Weatherfield Ct Building B Suite 2, Maumee, OH 43537, USA
Phone (419) 740-4193
Croak Asset Management
Location 1070 Commerce Dr bldg 3, Perrysburg, OH 43551, USA
Phone (419) 873-8500
David Patton - Raymond James
Location 1745 Indian Wood Cir STE 100, Maumee, OH 43537, USA
Phone (419) 794-2401
DeVerna & Co Financial

4 out of 5

Location 1070 Commerce Dr bldg 3, Perrysburg, OH 43551, USA
Phone (419) 873-8500
Dohn Dyke - Thrivent

5 out of 5

Location 1070 Commerce Dr Ste 302, Perrysburg, OH 43551, USA
Phone (419) 874-4378
Parsons Wealth Partners
Location 1200 Michigan Ave Ste A, Waterville, OH 43566, USA
Phone (419) 441-0005
Evergreen Wealth Management, LLC
SEC File# 801-117694
CRD# 297459
Location 27121 Oakmead Dr suite b, Perrysburg, OH 43551, USA
Phone (517) 992-6217
Sandra Seiple Financial Services
Location 1715 Indian Wood Cir Suite 200, Maumee, OH 43537, USA
Phone (419) 385-8292
OnPoint Financial Solutions - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 836 W South Boundary St Ste 2B, Perrysburg, OH 43551, USA
Phone (419) 873-2332
Fisher Wealth Creations LLC
Location 6841 Providence St, Whitehouse, OH 43571, USA
Phone (419) 877-0730
Mansour Wealth Management
SEC File# 801-64294
CRD# 135414
Location One SeaGate, Suite 1825, Toledo, OH 43604, USA
Phone (419) 740-6100
Ron Ashley - Thrivent
Location 1070 Commerce Dr Bldg 2 Ste 302, Perrysburg, OH 43551, USA
Phone (419) 874-4378
Mansour Wealth Management
SEC File# 801-64294
CRD# 135414
Location 1745 Indian Wood Cir #210, Maumee, OH 43537, USA
Phone (419) 740-6100
Kersten Wealth Management Group
Location 28300 Kensington Ln # 100, Perrysburg, OH 43551, USA
Phone (419) 872-0067
The Snell Group - Morgan Stanley
Location 6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, USA
Phone (567) 336-4315
Generations Financial Group

4 out of 5

Location 301 River Rd # 305, Maumee, OH 43537, USA
Phone (419) 887-1745
McIntire Retirement Services

5 out of 5

Location 900 W South Boundary St, Perrysburg, OH 43551, USA
Phone (419) 874-2015
Kec, Walker & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 137 W 3rd St, Perrysburg, OH 43551, USA
Phone (419) 354-1948
Bluhm and Associates, Inc.
Location 422 W Sophia St, Maumee, OH 43537, USA
Phone (419) 893-2233
Capital First Management LLC
Location 1070 Commerce Dr # 303, Perrysburg, OH 43551, USA
Phone (419) 873-1111
Skotynsky Financial Group
Location 213 Louisiana Ave, Perrysburg, OH 43551, USA
Phone (419) 873-1400
Shawna Farnol Bumpus - Morgan Stanley
Location 6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, USA
Phone (567) 336-4310
J.R. Toland
Location 655 Beaver Creek Cir, Maumee, OH 43537, USA
Phone (419) 725-7329
Munn Wealth Management
SEC File# 801-88182
CRD# 174414

5 out of 5

Location 1700 Woodlands Dr STE 100, Maumee, OH 43537, USA
Phone (419) 794-0536
TDC Companies, Inc.
SEC File# 801-62074
CRD# 124407

4 out of 5

Location 1440 Arrowhead Rd, Maumee, OH 43537, USA
Phone (419) 891-9999
Ayers Wealth Management
Location 28555 Starbright Blvd, Perrysburg, OH 43551, USA
Phone (419) 720-9501
Andrew Smigelski
Location 655 Beaver Creek Cir, Maumee, OH 43537, USA
Phone (419) 725-7358
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510

5 out of 5

Location 475 W Dussel Dr, Maumee, OH 43537, USA
Phone (833) 752-6333
Ressourcement, Inc
Location 885 Commerce Dr STE A, Perrysburg, OH 43551, USA
Phone (419) 874-9300
Savage & Associates - Steve Cochran
Location 655 Beaver Creek Cir, Maumee, OH 43537, USA
Phone (419) 725-7257
Fourth Dimension Financial Group

5 out of 5

Location 27121 Oakmead Dr, Perrysburg, OH 43551, USA
Phone (419) 931-0704
Ryan Savage
Location 655 Beaver Creek Cir, Maumee, OH 43537, USA
Phone (419) 725-7326
The Fox Thistlethwaite Group - Morgan Stanley
Location 6250 Levis Commons Blvd 2nd fl, Perrysburg, OH 43551, USA
Phone (567) 336-4722
Ameriprise Financial
SEC File# 801-111055
CRD# 158043
Location 836 W South Boundary St, Perrysburg, OH 43551, USA
TDC Investment Advisory
SEC File# 801-62074
CRD# 124407
Location Arrowhead Dr, Maumee, OH 43537, USA
Phone (419) 891-9999
Citizen Advisory Group
SEC File# 801-72499
CRD# 158282

5 out of 5

Location 770 Commerce Dr, Perrysburg, OH 43551, USA
Phone (419) 872-0204
Image of Wood County, OH
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About Wood County, OH

Wood County is a county in the U.S. state of Ohio. The county was created on March 1, 1820, and named for General James Wood who fought in the War of 1812. As of the 2010 census, the population was 103,710. The county seat is Bowling Green. Major highways in Wood County include Interstate 75 and State Routes 25, 635, and 80. Major streets in the county include Main Street (U.S. Route 20), Napoleon Road (State Route 25), McCord Road (State Route 635), and Arlington Road (State Route 80). Some of the major employers in Wood County include Walmart, The Andersons, Inc., PNC Bank, and Stryker Corporation. There are several neighborhoods in Wood County including Bowling Green, Perrysburg, Northwood, Rossford, and Waterville.

Where Wealth Management Advisors in Wood County, OH Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Wood County, OH provide a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks offer a variety of other products and services, such as credit cards and investment advice.

Retirement Planning

Retirement planning in Wood County, OH is a critical process that can ensure you have the financial resources you need to live comfortably during your retirement years. There are a number of steps you can take to prepare for retirement, including saving money, investing in stocks or mutual funds, and creating a budget. You may also want to consider working with a financial planner to create a personalized retirement plan.

Tax Services

A tax accountant in Wood County, OH helps businesses and individuals file their taxes each year. They work with clients to ensure that they are taking advantage of all the tax deductions available to them, and help them file their tax returns in a way that minimizes their tax liability. Tax accountants also advise clients on when it makes sense to file for an extension, or to take a different approach to their taxes in order to save money.

Financial Advisor

A financial advisor in Wood County, OH helps people save for their future and invest their money wisely. They work with individuals and families to create a financial plan that meets their needs, and help them stay on track with their goals. Advisors can help you find the best investments for your situation, and give you advice on how to save for things like retirement or a down payment on a house. If you're looking for help managing your finances, a financial advisor in Wood County, OH is a great resource.

Insurance Broker

An insurance broker in Wood County, OH helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

Mortgage loan officers in Wood County, OH work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Wood County, OH helps you create a will and other legal documents that dictate how your property should be distributed after you die. They can also help you set up trusts and other arrangements to protect your property while you're alive. Contact an estate planning lawyer today to get started.

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