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Christmas without Cash Bellefontaine OH

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Bellefontaine, OH. We have compiled a list of businesses and services around Bellefontaine, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Andrew Kerns
Accountable Financial Planning LLC
(937) 599-0012
2881 County Road 5 North
Bellefontaine, OH
Expertises
Middle Income Client Needs, Advising Medical Professionals, Women's Financial Planning Issues, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Phillip M. Edwards, CFP®
(937) 652-3385
1 Monument Sq Ste 202
Urbana, OH
Firm
Phillip Edwards Financial Plan
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Duane L. Siegenthaler, CFP®
(937) 653-5208
201 Scioto St
Urbana, OH
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
US Bank - Jackson Center Office
(937) 596-6139
201 E Pike St
Jackson Center, OH
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 06:00 pm
Sat 08:30 am to 12:00 pm

William Leuby
Hamilton Capital Management, Inc.
(614) 273-1000
5025 Arlington Centre Boulevard Suite 300
Columbus, OH
Expertises
Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Planning Issues for Business Owners, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Mr. Lowell E. Yoder, CFP®
(937) 593-2255
101 N Main St
Bellefontaine, OH
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. J. David Hoskins, CFP®
(937) 653-1176
601 Scioto St
Urbana, OH
Firm
Citizens Banking Company
Areas of Specialization
Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Fifth Third Bank
(937) 593-0333
Bellefontaine, 541 S. Main Street
Bellefontaine, OH
Office Hours
M-F 9-6; SA 9-2
Drive Up Hours
SAME AS LOBBY

Fifth Third Bank
(937) 653-7363
Urbana, 225-231 S Main Street
Urbana, OH
Office Hours
M-F 9-6; SA 9-2
Drive Up Hours
SAME AS LOBBY

Robert Carroll
The Alpine Financial Group
(513) 861-1889
2142 Alpine Place
Cincinnati, OH
Expertises
Helping Clients Identify & Achieve Goals, Divorce Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA

Data Provided By: