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7 Financial Planners near Van Wert, Ohio
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Stephen B. Hess

CFP®

Managing Partner 41.79 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Employee...More

Commission and Fee Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Trilogy Wealth Advisors

516 E High Street
Bryan, OH 43506
(800) 882-4001
+1 More Number
(419) 636-4001

Kenneth P. Schmidt

CFP®

Owner 36.28 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Financial Planning Services

6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN 46804-7926
(260) 469-3218

Edward J. Brower

CFP®, ChFC

Financial Advisor 35.84 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Mutual Funds,...More

Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Ameriprise Financial Services, LLC

6226 Covington Rd.
Fort Wayne, IN 46804
(260) 436-8884

Thomas S. Martin

CFP®

CEO 32.01 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Vestia Personal Wealth Advisors

9121 Illinois Rd
Fort Wayne, IN 46804-5753
(877) 669-1126

Casey Weade

CFP®

35.98 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Howard Bailey Financial, Inc

6526 West Jefferson Blvd
Fort Wayne, IN 46804
(866) 482-9559

Jill R. Powers

CFP®

Managing Partner 41.79 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Trilogy Wealth Advisors

516 E. High Street
Bryan, OH 43506
(800) 882-4001
+1 More Number
(419) 636-4001
CONNECT WITH Jill
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Lucas Salerno

CFP®

29.92 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Van Wert, Ohio and the surrounding communities.

Heritage Financial Consultants

927 S. Harrison St., Suite 300
Fort Wayne, IN 46802
(260) 450-6485
CONNECT WITH Lucas
  • linkedin link