Meister & Associates

Northwest Ohio's premier investment management and financial planning practice. Securities and advisory services offered through LPL Financial | A Registered Investment Advisor | Member FINRA/SIPC

Everence Financial Advisors, located in Archbold, OH, offers a comprehensive range of financial services designed to support individuals, families, and organizations in achieving their unique financial goals. Their services include financial planning, investment management, insurance products, and banking services, with an emphasis on stewardship and community impact. In addition to personal and business financial solutions, Everence provides tailored services for churches and nonprofits, including planned giving and employer retirement plans. Committed to living by their values, they have significantly contributed to local and global communities, promoting financial wellness and sustainability through education and engagement. Generated from the website

DeTray Investment Group is a fiduciary-focused financial firm based in Defiance, OH, specializing in investment management and retirement planning. With a commitment to their clients' best interests, they provide defensive investment strategies to protect and grow assets, offering professional guidance to interpret the financial climate and assess progress towards financial goals. Through personalized conversations and data gathering, DeTray Investment Group creates custom portfolios tailored to each client's specific needs and objectives. They go beyond 401(k) planning, helping clients identify additional sources of income for a comprehensive retirement outlook. With a focus on knowledge and risk analysis, they aim to align investment strategies with goals and risk tolerance, ensuring financial well-being and security for their clients.Generated from the website