Retirement Planning Defiance OH

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Mr. Kenneth E. Boroff, CFP®
(419) 782-1030
2000 N Clinton St
Defiance, OH
Firm
Steyer & Co
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Tax Planning, Tax Preparation

Data Provided by:
Mr. Bradley E. Meister, CFP®
(419) 592-5059
115 W Washington St
Napoleon, OH
Firm
Meister & Associates
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Earl C. Oberlin Iii, CFP®
(419) 636-1141
208 N Lynn St
Bryan, OH
Firm
Oberlin Wealth Partners
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management

Data Provided by:
Fifth Third Bank
(419) 782-4102
Defiance, 702 N. Clinton St.
Defiance, OH
Office Hours
M-TH 9-5; F 9-5; SA 9-12
Drive Up Hours
SAME AS LOBBY

PledgePoint - Careful Financial
(888) 769-1981
507 W Second St
Defiance, OH
 
Mr. Howard J. Arend, CFP®
(419) 658-8842
12541 Blosser Road
Sherwood, OH
Firm
Northwestern Mutual Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Stephen B Hess, CFP®
(419) 636-4001
516 E High St
Bryan, OH
Firm
Trilogy Wealth Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Insurance Planning

Data Provided by:
Ms. Jill R. Homrig Powers, CFP®
(419) 636-4001
516 E. High Street
Bryan, OH
Firm
Trilogy Wealth Advisors

Data Provided by:
Fifth Third Bank
(419) 636-5053
Bryan, 1236 South Main
Bryan, OH
Office Hours
M-TH 9-5; F 9-6; SA 9-12

Wells Fargo Advisors
(419) 782-1900
419 Fifth Street
Defiance, OH

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