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Category: Wealth Management

Showing: 359 results for Wealth Management
near Lima, OH

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Legacy Group Planning

Retirement Planning Services, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Allen County, OH
  • Lenawee County, MI
  • Lucas County, OH
  • Sandusky County, OH
Accredited BusinessAccredited Business
(888) 665-7229

317 N Elizabeth St,
Lima, OH 45801-4304

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Excelsior Wealth Management

Investment Advisory Services, Retirement Planning Services, Investment Management ...

Service Area

Serving the following areas:

  • Allen County, OH
  • Auglaize County, OH
  • Hancock County, OH
  • Hardin County, OH
  • Putnam County, OH
  • Van Wert County, OH
not BBB accredited
(567) 499-0555

3656 Allentown Rd,
Lima, OH 45807-2138

Minster Bank

Financial Services, Bank, Wealth Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Allen County, OH
  • Auglaize County, OH
  • Hardin County, OH
  • Mercer County, OH
  • Putnam County, OH
  • Van Wert County, OH
not BBB accredited
(419) 628-2351

95 W 4th St,
Minster, OH 45865-1060

Money Concepts & the Dodds Financial Group

Investment Advisory Services, Financial Services, Insurance Services Office ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Logan County, OH
not BBB accredited
(937) 592-0200

145 S Main St Rm 2,
Bellefontaine, OH 43311-2000

Allen-Kramp Wealth Management

Wealth Management

BBB Rating: A+
not BBB accredited
(567) 250-9822

520 S Main St Ste A,
Findlay, OH 45840-3230

Legacy Group Planning

Retirement Planning Services, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Allen County, OH
  • Lenawee County, MI
  • Lucas County, OH
  • Sandusky County, OH
Accredited BusinessAccredited Business
(888) 665-7229

128 E Front St Suite 100,
Findlay, OH 45840-4813

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LS Wealth Management, LLC

Retirement Planning Services, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Defiance County, OH
  • Fulton County, OH
  • Henry County, OH
  • Lucas County, OH
  • Williams County, OH
  • Wood County, OH
  • Defiance, OH
Accredited BusinessAccredited Business
(419) 633-0955

419 Fifth St Ste 1100,
Defiance, OH 43512-2638

Greater Hoagland Group

Wealth Management

BBB Rating: A+
not BBB accredited
(260) 639-6300

14812 First St,
Hoagland, IN 46745

Sidel Insurance Group

Insurance Agency, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • OH
Accredited BusinessAccredited Business
(419) 583-6271

9435 County Road T,
Liberty Ctr, OH 43532-9736

Get a Quote

Collins & Guilford Wealth Advisors LLC

Financial Advisor Support Wealth Management, Wealth Management

BBB Rating: A+
not BBB accredited
(419) 487-0650

164 E High St,
Hicksville, OH 43526-1163

Collins and Guilford Wealth Advisors

Financial Planning Consultants, Wealth Management

BBB Rating: A+
not BBB accredited
(419) 542-7526

164 East High St.,
Hicksville, OH 43526-1163

Stock Yards Bank and Trust Company

Bank, Financial Services, Loans ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

<p>58 Branches in Kentucky; 9 Branches in Indiana and 5 Branches in Ohio</p><p>For a location near you: <a href="https://locations.syb.com/index.html">https://locations.syb.com/index.html</a></p>

  • Boone County, KY
  • Bracken County, KY
  • Bullitt County, KY
  • Campbell County, KY
  • Clark County, IN
  • Clermont County, OH
  • Fayette County, KY
  • Floyd County, IN
  • Franklin County, KY
  • Gallatin County, KY
  • Grant County, KY
  • Hamilton County, IN
  • Hamilton County, OH
  • Hancock County, IN
  • Harrison County, IN
  • Hendricks County, IN
  • Jefferson County, KY
  • Johnson County, IN
  • Kenton County, KY
  • Marion County, IN
not BBB accredited
(502) 582-2571

131 S Prospect St Ste 104,
Marion, OH 43302-3743

3D Private Wealth Advisors

Wealth Management, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Marion, OH
not BBB accredited
(740) 387-0111

165 W Center St Ste 301,
Marion, OH 43302-3741

Maverick Asset Devmnt Entrprc

Wealth Management

BBB Rating: A+
not BBB accredited
(260) 469-9000

4239 Flagstaff Cv,
Fort Wayne, IN 46815

Old National Bank

Bank, Loans, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(800) 731-2265

4303 Lahmeyer Road,
Fort Wayne, IN 46815-5677

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BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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