Financial Advising near Waterville, OH
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7 locations found near Waterville
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770 Commerce Dr, Perrysburg OH 43551
“Jeff and the team at Citizen Advisory Group are premier investment advisors. We're treated like family. From Mountain Top special events to casual Euchre parties the folks at CAG certainly earn our respect. Highly recommend. 😎✌”
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27121 Oakmead Dr, Perrysburg OH 43551
“It’s always a joy to spend time with Adam at The Fourth Dimension Financial Group. He has a way of making me feel valued by showing interest in my personal life first before he asks about the concerns I have about my finances. If Adam doesn’t have the answer at that moment, he will respond later by email. He has great advice and I trust him fully.”
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9674, 6904 Spring Valley Dr #301, Holland OH 43528
“I've been working with Wurz Financial Services for close to a decade now and can guarantee your needs will be met. These guys are top notch professionals and will go above and beyond your expectations.”
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1645 Indian Wood Cir #104, Maumee OH 43537
“I have been a client of this firm for 10 years now. I could not recommend anyone more than Don Meeker to handle investments and retirement planning. You certainly get a sense of what someone is about when they are handling your livelihood in terms of retirement savings. Don is patient, easy to understand, quite stable, very knowledgeable and has a wonderful outlook. He even has a sense of humor when appropriate. Looking for a place to start or park your current retirement account? This is a great one.”
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842 W South Boundary St, Perrysburg OH 43551
“Abbey and I met about a year ago, and I found her recommended through Facebook. To make a long story short, I had a financial advisor in the past who made me feel TERRIBLE for spending any money on anything… when I met Abbey, we bonded instantly over coffee and got to break the ice/get to know each other. Abbey has helped me climb out of debt (I’m proud to say I am debt free outside of student loans and a few recent medical bills). She checks in once a month or so, LOVES getting updates of successes(I hope, I send a lot of them🤣), supports through the tough times if something comes up, and sets goals with you all while still budgeting for fun-coffee, concerts, clothes, and vacations. Since working with Abbey, SO many doors have opened for me. I am not kidding when I say I started my journey with Abbey in the trenches of debt hell, but she has helped guide and support me to see the light at the end of the tunnel. I love working with her and am so excited to continue growing in my financial journey with her by my side!”
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4195 Chappel Dr, Perrysburg OH 43551
“We met with Jaimee Streacker to discuss investment & 401k options after my husband started his own business, and she was incredibly helpful. She was extremely knowledgeable, thoughtfully answered all of our questions about the options available to us, and never once made us feel pressured to take a certain path. I would highly recommend Jaimee & Charles Schwab to anyone seeking trusted guidance on their wealth management journey.”
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1236 West Wooster St A, Bowling Green OH 43402
“Kevin & staff have helped us for many years. We are now retired and enjoying the benefits of having a financial advisor like Kevin who has met with us, listened to our goals and guided us along the way. We trust his experience & knowledge!”
