Pugh & Associates

LPL Financial, situated in Bowling Green, OH, serves as a vital independent broker-dealer specializing in a wide range of investment products, advisory services, and holistic wealth management solutions. This establishment primarily collaborates with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with essential resources and cutting-edge technology platforms essential for dispensing tailored financial advice. By providing robust support in compliance oversight, practice management, and streamlined technology services, LPL Financial is dedicated to empowering advisors in delivering effective client engagement. At the core of their mission lies the commitment to enhancing the efficiency, precision, and autonomy of financial advisors within the intricate landscape of financial services, solidifying their position as a cornerstone in fostering advisor success. Generated using this brand's available information

Parsons Wealth Partners is a highly experienced financial services company based in Waterville, OH. With a team of seasoned professionals, they offer a personalized approach to managing wealth for a diverse range of clients, including business owners, corporate retirement plans, families, individuals, retirees, and women investors. Their expertise and knowledge are applied effectively to help clients pursue their financial goals and objectives, providing unique solutions tailored to their specific needs. As an independent firm, Parsons Wealth Partners is committed to delivering exceptional service and utilizing a depth of resources to maximize investment opportunities and nurture long-term wealth. Established in 1962, Parsons Wealth Partners is affiliated with Raymond James, one of the largest and most respected independent financial services companies in the country. With a focus on protecting and growing clients' wealth, they offer a comprehensive range of services, including business planning, education planning, estate and charitable giving trust, financial planning, investment strategies, portfolio management, retirement planning, risk management, and sustainable investing. Their commitment to excellence and dedication to their clients' success make Parsons Wealth Partners a trusted partner in managing and preserving wealth for generations to come.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.