Investing near Waterville, OH
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5 locations found near Waterville
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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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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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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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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!”
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735 South Main Street, Bowling Green OH 43402
“I just had a meeting with Sheriem at this branch to discuss home financing options. I have to say this was my most positive experience at a bank. She went above and beyond my expectations. She was very professional and helpful and I left with a much better understanding of what I need to do. Thanks again.”
