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          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: 2,396 results for Wealth Management
          near Roundhead, OH

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          Money Concepts & the Dodds Financial Group

          Investment Advisory Services, Financial Services, Insurance Services Office ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Logan County, OH
          not BBB accredited
          (937) 592-0200

          145 S Main St Rm 2,
          Bellefontaine, OH 43311-2000

          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

          317 N Elizabeth St,
          Lima, OH 45801-4304

          Bank of The West

          Bank, Financial Services, Loans ...

          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
          Service Area

          Serving the following areas:

          • Ashburn Park, IL
          • Bedford Park, IL
          • Burnham, IL
          • Calumet Park, IL
          • Chestnut Street, IL
          • Chicago Lawn, IL
          • Chicago, IL
          • Clearing, IL
          • Cragin, IL
          • Elsdon, IL
          • Englewood, IL
          • Forest View, IL
          • Fort Dearborn, IL
          • Graceland, IL
          • Grand Crossing, IL
          • Harwood Heights, IL
          • Hegewisch, IL
          • Jefferson Park, IL
          • Jefferson, IL
          • Lakeview, IL
          not BBB accredited
          (707) 423-4000

          1300 Oliver Rd,
          Fairfield, CA 94534

          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

          128 E Front St Suite 100,
          Findlay, OH 45840-4813

          Allen-Kramp Wealth Management

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (567) 250-9822

          520 S Main St Ste A,
          Findlay, OH 45840-3230

          Stock Yards Bank and Trust Company

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Boone County, KY
          • Bracken County, KY
          • Bullitt County, KY
          • Campbell County, KY
          • Clark County, IN
          • Clermont County, OH
          • Fayette County, KY
          • Floyd County, IN
          • Franklin County, KY
          • Gallatin County, KY
          • Grant County, KY
          • Hamilton County, IN
          • Hamilton County, OH
          • Hancock County, IN
          • Harrison County, IN
          • Hendricks County, IN
          • Jefferson County, KY
          • Johnson County, IN
          • Kenton County, KY
          • Marion County, IN
          not BBB accredited
          (502) 582-2571

          131 S Prospect St Ste 104,
          Marion, OH 43302-3743

          3D Private Wealth Advisors

          Wealth Management, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Marion, OH
          not BBB accredited
          (740) 387-0111

          165 W Center St Ste 301,
          Marion, OH 43302-3741

          Shane & Shane, LLC

          Investment Management, Financial Planning Consultants, Insurance Services Office ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Franklin County, OH
          not BBB accredited
          (614) 659-7639

          6179 Memorial Dr,
          Dublin, OH 43017-9000

          Freewood Private Wealth Management, LLC

          Investment Management, Financial Consultants, Wealth Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          not BBB accredited
          (614) 450-2850

          3915 Hampshire Ave,
          Powell, OH 43065-7789

          Heximer Investment Management, Inc.

          Investment Advisory Services, Retirement Planning Services, Wealth Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OH
          not BBB accredited
          (614) 760-9100

          6457 Reflections Dr Ste 100,
          Dublin, OH 43017-2352

          Safe Harbor Retirement Group, LLC

          Financial Planning Consultants, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Adams Mills, OH
          • Adamsville, OH
          • Adelphi, OH
          • Albany, OH
          • Alexandria, OH
          • Allensville, OH
          • Amanda, OH
          • Amesville, OH
          • Amlin, OH
          • Ashley, OH
          • Ashville, OH
          • Athens, OH
          • Bainbridge, OH
          • Bakersville, OH
          • Baltimore, OH
          • Belle Center, OH
          • Bellefontaine, OH
          • Bexley, OH
          • Blacklick, OH
          • Bladensburg, OH
          Accredited BusinessAccredited Business
          (614) 760-0670

          6099 Frantz Rd,
          Dublin, OH 43017-1302

          Independence Wealth Advisors

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 618-5819

          6055 Tain Dr,
          Dublin, OH 43017

          Consolidated Financial Management Group, Ltd.

          Investment Advisory Services, Retirement Planning Services, Portfolios ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Franklin County, OH
          not BBB accredited
          (614) 932-0000

          5850 Venture Dr Ste A,
          Dublin, OH 43017-2199

          Northpointe Wealth Management

          Wealth Management, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Dublin, OH
          • Zanesville, OH
          not BBB accredited
          (740) 617-0553

          655 Metro Pl S Ste 720,
          Dublin, OH 43017-5391

          Keeler & Nadler Family Wealth

          Financial Planning Consultants, Retirement Planning Services, Wealth Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OH
          Accredited BusinessAccredited Business
          (614) 791-4123

          485 Metro Pl S Ste 100,
          Dublin, OH 43017-5398

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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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