Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Wealth Management

          Showing: 2,364 results for Wealth Management
          near Holland, OH

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Legacy Group Planning

          Retirement Planning Services, Life Insurance, Medicare ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

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

          1590 Albon Rd STE 40,
          Holland, OH 43528-9410

          Patton Wealth Management

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (419) 794-2401

          1745 Indian Wood Cir Ste 100,
          Maumee, OH 43537-4061

          Serious Money Ohio

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lucas County, OH
          • Maumee, OH
          Accredited BusinessAccredited Business
          (419) 495-8700

          1715 Indian Wood Cir Ste 200,
          Maumee, OH 43537-4055

          Beacon Financial, LLC

          Financial Planning Consultants, Financial Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lucas County, oh
          • Ottawa County, oh
          • Wood County, oh
          Accredited BusinessAccredited Business
          (419) 725-1501

          5746 Park Center Ct,
          Toledo, OH 43615-1480

          Wholehan Wealth Advisors

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Allen County, OH
          • Defiance County, OH
          • Lenawee County, MI
          • Lucas County, OH
          • Wood County, OH
          not BBB accredited
          (419) 517-7575

          2720 Centennial Rd,
          Toledo, OH 43617-1829

          KMG Fiduciary Partners, LLC

          Financial Planning Consultants, Financial Services, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lucas County, OH
          • Wood County, OH
          Accredited BusinessAccredited Business
          (419) 517-8040

          7530 Kings Pointe Rd,
          Toledo, OH 43617-1557

          Equitable Advisors

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A
          not BBB accredited
          (419) 531-7131

          3450 W Central Ave,
          Toledo, OH 43606-1416

          Cetera Advisors / LaMont Stewart

          Financial Services, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lucas County, OH
          not BBB accredited
          (419) 724-4881

          3450 W Central Ave STE 332,
          Toledo, OH 43606-1418

          Premier Planning Group

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (419) 725-9520

          114 S Superior St,
          Toledo, OH 43604-8748

          Croak Capital, LLC

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lucas County, OH
          • Toledo, OH
          Accredited BusinessAccredited Business
          (419) 464-7000

          432 N Superior St,
          Toledo, OH 43604

          Black Knight Investments

          Wealth Management

          Service Area

          Serving the following areas:

          • Wood County, OH
          not BBB accredited

          12962 Eckel Junction Rd,
          Perrysburg, OH 43551-1309

          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

          Village Wealth Management

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (734) 828-6359

          326 Tecumseh St,
          Dundee, MI 48131-1062

          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

          1422 S Winter St,
          Adrian, MI 49221-4337

          Legacy Group Planning

          Retirement Planning Services, Life Insurance, Medicare ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

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

          325 E Maumee St,
          Adrian, MI 49221-2907

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          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.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.