Financial Planners Bowling Green OH

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Ms. Mary A. Davenport-Corthell, CFP®
(419) 354-6179
1234 Ridgewood Dr Ste B
Bowling Green, OH
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Planning, LGBT Individuals and Couples, Life Transitions, Men's Finances, Retirement Planning

Data Provided By:
Deborah Boisselle
1215 Ridgewood Dr
Bowling Green, OH
Company
Title: Financial Consultant
Company: LPL Financial
Service
Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Ann

Data Provided By:
Mrs. Sandra M. Adam, CFP®
(419) 891-2098
3292 Levis Commons Blvd
Perrysburg, OH
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Jason A. Gedert, CFP®
(419) 873-2332
836 W. South Boundary St
Perrysburg, OH
Firm
Ameriprise Financial

Data Provided By:
Mr. Lee W. Odegaard, CFP®
(419) 874-8504
215 Louisiana Ave
Perrysburg, OH
Firm
Edward D Jones & Company

Data Provided By:
Brian C Linn, CFP®
(419) 373-6159
222 S Main Street
Bowling Green, OH
Firm
Huntington Investment Company

Data Provided By:
Ms. Charlotte B. Sargeant, CFP®
(419) 887-5887
103 N. River Road
Waterville, OH
Firm
Heritage Financial Advisors
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Mr. Brian M. Lehner, CFP®
(419) 872-1650
830 W South Boundary St Ste A
Perrysburg, OH
Firm
Stonebridge Wealth Planning Group
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Jeffrey C. Barefoot, CFP®
(419) 874-9300
885 Commerce Dr
Perrysburg, OH
Firm
Barefoot Wealth Management

Data Provided By:
Kimberly Jean Young, CFP®
(419) 874-2015
900 W South Boundary St
Perrysburg, OH
Firm
McIntire Retirement Services
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Planning, Long-Term Care, Retirement Income Management

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina