Wehrman & Associates

Everence, located in Berne, IN, is a financial services organization that focuses on integrating faith-based values with various financial products and services. They offer a wide range of options, including banking, financial planning, insurance, asset management, and charitable giving tailored to meet the unique needs of individuals, businesses, and nonprofits. Committed to community impact, Everence promotes stewardship and financial wellness while providing tailored solutions such as retirement planning, debt counseling, and employer retirement plans. With a strong emphasis on service and giving back, the organization supports community initiatives, helping members and partners put their beliefs into action. Generated from the website

Financial Strategies Group is a comprehensive retirement planning and wealth management firm located in Findlay, OH. The agency focuses on helping individuals, families, pre-retirees, and retirees build wealth through personalized planning and efficient strategies tailored to meet their unique income, liquidity, and legacy goals. Dedicated to excellence in service and lasting client relationships, Financial Strategies Group employs a thoughtful approach to financial advising, ensuring clients are well-informed about their retirement income streams and the available tools and strategies to achieve their financial aspirations. They provide guidance before and during retirement, helping clients navigate their financial journey with clarity and confidence. Generated from the website

Trilogy Wealth Advisors, located in Bryan, Ohio, is a team of Certified Financial Planner professionals committed to providing personalized financial planning services. Focused on a collaborative approach, they leverage the expertise of each team member to deliver insights tailored to clients' complex wealth planning needs. As an independent firm, Trilogy Wealth Advisors aligns with Cambridge Investment Research Inc., ensuring the freedom to prioritize client interests without the constraints of traditional Wall Street affiliations. Their team, driven by a desire to foster informed financial decisions, emphasizes a planning-driven process designed to enhance clients' financial quality of life. Generated from the website