Kevin Dick Cfp

Dukes Insurance Services LLC is a Findlay-based company that specializes in providing insurance services. With a focus on customer satisfaction, they offer a range of insurance options to meet the unique needs of individuals and businesses. Committed to staying up-to-date with the latest technology, Dukes Insurance Services LLC utilizes Drupal 9.5.11 to enhance their online presence and streamline their operations, ensuring a seamless experience for their clients.Generated from the website

We specialize in working with Seniors, Boomers and Beyond. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

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