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Showing 1 - 6 of 6 results
STRATEGENCE CAPITAL LLC
STRATEGENCE CAPITAL LLC
Van Wert, Ohio
1-24 employees
Our Mission: We strive to simplify the lives of our clients, and to help them and the companies they work for achieve their retirement and other financial goals. We seek to do all of this in a God-honoring way. Strategence Capital offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Retirement Benefits Rank
Market Leading
GARRISON FINANCIAL, LLC
GARRISON FINANCIAL, LLC
Toledo, Ohio
1-24 employees
Garrison Financial can provide access to a network of professionals that offer Comprehensive and Integrated Benefit Strategies to help Business Owners and the Human Resources Officers of small to middle market sized companies reduce the administrative burden and expenses associated with their complex Payroll, Group Insurance, Retirement Plan, and Workers' Compensation offerings. In addition, Garrison financial can work closely with many individual clients and their families on their personal risk management and wealth strategies. (CRN201410-165635).
Retirement Benefits Rank
Market Competitive
ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC.
Toledo, Ohio
1-24 employees
Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that is a fiduciary looking at your best interest. We have earned a global reputation for our disciplined and transparent approach to our financial, retirement and wealth management strategies. For important disclosures: http://www.ABLonline.com/disclosure
Retirement Benefits Rank
Market Leading
MPM WEALTH ADVISORS INC
MPM WEALTH ADVISORS INC
Holland, Ohio
1-24 employees
At MPM Wealth Advisors, we believe retirement planning should be as unique as you are. That's why we take the time to truly understand your needs and desires, so we can create a plan tailored specifically to you. Our Retire right process takes into account all aspects of your financial life, from investments, social security, taxes to estate planning, with the goal of maximizing your retirement income, minimizing risk and, helping you thrive in retirement. Step 1 – Plan We’ll look at the whole picture together. Have you always dreamed of traveling the world? Which charitable giving opportunities inspire you? What kind of legacy do you want to leave for your heirs? As we get to know you, we can create a plan that honors your values, addresses your concerns and provides you with a clear financial roadmap to achieve your goals. Step 2 – Invest Next, your advisory team will assess the timing of your goals along with your comfort level with risk and develop a personalized investment strategy. We don't believe anyone can consistently time the market or pick winning stocks. We follow an evidence-based approach to investing that focuses on global diversification, targeting premiums of returns, reducing expenses and turnover and minimizing taxes. Step 3 – Thrive Let MPM focus on the money, so you can focus on enjoying the special moments in life. Meet with your advisory team regularly to review your plan, if your circumstances change, or when you have questions, concerns or ideas you want to discuss. We have our finger on the pulse of the financial landscape and will let you know if we recommend any changes to your plan. *Content provided on this page, by MPM Wealth Advisors, should not be construed as investment advice.
Retirement Benefits Rank
Market Leading
AYERS WEALTH MANAGEMENT
AYERS WEALTH MANAGEMENT
Perrysburg, Ohio
1-24 employees
Ayers Wealth Management is a comprehensive wealth management firm offering financial planning and investment services.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Laggard
RESOLUTE WEALTH ADVISOR, INC.
RESOLUTE WEALTH ADVISOR, INC.
Findlay, Ohio
1-24 employees
A trusted advisor. At Resolute, this is who we are. We achieve our clients’ trust not just in the scrutiny that we place on each customized plan, but in the deep expertise and client engagement that we offer. It is our goal to construct a wealth management plan that provides our clients confidence in and ownership of their respective financial futures. Mutual respect is the foundation of our advisory relationship and the springboard for adding value, not just to our clients’ portfolios, but to their lives. We appreciate each client’s story and aspirations, their challenges and concerns, and build a mutual commitment to achieving their goals. We instill confidence by providing our clients transparency and reliability via sophisticated portfolio access and strategy input. We understand that our clients’ needs and aspirations evolve. We evolve with them. Every plan is structured in the root of a client’s priorities and customized toward their individual goals while remaining flexible enough to grow with the client.
Retirement Benefits Rank
Market Competitive