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Better Business Bureau®
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Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Wealth Management

          Showing: 2,365 results for Wealth Management
          near Liberty Center, OH

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          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

          CIG Financial Services

          Wealth Management

          BBB Rating: C+
          not BBB accredited
          (419) 445-5000

          219 N Defiance St,
          Archbold, OH 43502-1160

          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

          103 Degroff Ave Ste B,
          Archbold, OH 43502-1069

          Wyse Financial Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Defiance County, OH
          • Fulton County, OH
          • Henry County, OH
          • Williams County, OH
          Accredited BusinessAccredited Business
          (567) 444-5540

          201 Ditto St,
          Archbold, OH 43502-2100

          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

          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

          LS Wealth Management, LLC

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

          BBB Rating: A+
          not BBB accredited
          (419) 633-0955

          419 5th St Ste 1100,
          Defiance, OH 43512-2638

          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

          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

          Black Knight Investments

          Wealth Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Wood County, OH
          not BBB accredited

          12962 Eckel Junction Rd,
          Perrysburg, OH 43551-1309

          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

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          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.

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