Wells Fargo Advisors

AssetDynamics Wealth Management, located in Maumee, OH, is dedicated to helping clients achieve their financial goals through a disciplined and unemotional investment process. The firm emphasizes the importance of overcoming behavioral biases such as greed and fear to ensure a dignified and worry-free retirement. With a commitment to providing insightful resources and personalized planning strategies, AssetDynamics aims to equip clients to make informed financial decisions. Their services encompass retirement planning, estate management, and investment advice, underscoring the integration of faith and finances in building a secure future. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Raymond James, based in Maumee, OH, is a global financial services firm specializing in providing trusted advice and tailored sophisticated strategies for individuals and institutions. The company's wide range of services includes wealth management, investment solutions, financial and retirement planning, estate planning, insurance solutions, and institutional services, all with a focus on people's financial well-being and a commitment to corporate responsibility and sustainability. Generated from the website