Generations Financial Group

Managed Wealth Financial is a financial organization based in Maumee, OH, with multiple locations across Ohio, Utah, Idaho, and Washington. They offer a range of services including insurance products through World Financial Group Insurance Agency, LLC. Their team of professionals, associated with World Financial Group, Inc., provides personalized financial solutions to individuals, although individual experiences may vary. Managed Wealth Financial is not affiliated with World Financial Group, Inc., but their agents are licensed through World Financial Group Insurance Agency, LLC. They do not provide tax or legal advice and recommend consulting with independent professionals for specific situations. With headquarters in South Jordan, UT, Managed Wealth Financial aims to assist clients in achieving their financial goals.Generated from the website

Rick Bechtel, President & CEO of Bechtel Financial Services, Inc., is a seasoned veteran of the Financial Services industry with over 35 years of experience helping clients. Rick founded Bechtel Financial Services, Inc. in 1990 to provide clients unbiased, independent, custom-tailored advice. Evan Bechtel, Vice President, helps individuals build a foundation of trust in the financial industry. Jeff Redman, Vice President, has over 30 years of experience in the financial services field focusing on retirement planning, retirement income planning, and succession planning. He has an extensive background working with pre-retirees, retirees, professionals and high net-worth individuals.

Wurz Financial Services is an independent financial advisory firm based in Holland, OH, specializing in financial planning and investment management for lawyers and real estate professionals. With a team of experienced and certified financial planners, they empower ambitious individuals to maximize their financial potential, accumulate extraordinary wealth, and secure a lasting financial legacy. With a personalized and proactive approach, Wurz Financial Services offers tailored financial strategies that optimize personal wealth, from tax efficiency to retirement planning and generational wealth transfers. As fee-only fiduciary advisors, they prioritize low costs and operate in the best interests of their clients, delivering exceptional performance while protecting against downside risk. Whether it's unlocking the full potential of law firm owners' financial future or helping realtors achieve a work optional lifestyle, Wurz Financial Services guides individuals on the path to sustained wealth and success.Generated from the website