Managed Wealth Financial

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

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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.