Securities and Advisory Services

As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.

Beebe Financial Services, located in Maumee, OH, specializes in a collaborative approach to wealth management, ensuring that clients' financial teams—including bankers, attorneys, stockbrokers, and accountants—work in unison to achieve their financial objectives. Their comprehensive services encompass personal solutions, business services, estate strategies, and insurance planning, all designed to provide clients with peace of mind and optimal outcomes. The firm is led by Megan Evans, a licensed agent with New York Life Insurance Company and a Registered Representative offering securities products through NYLIFE Securities LLC. Additionally, Evans is a Financial Adviser with Eagle Strategies LLC, providing advisory services tailored to clients residing in multiple states. Generated from the website

Thrivent Financial for Lutherans in Maumee offers comprehensive solutions for banking, investments, insurance, and charitable giving to help individuals achieve their financial goals and support their communities. With a focus on empowering individuals to make a positive impact, Thrivent provides tailored financial services that align with personal values and community needs. Generated from their website's infomation