We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies
on BBB websites to remember your preferences, improve website performance and enhance user experience, and
to recommend content we believe will be most relevant to you. Most cookies collect anonymous information
such as how users arrive at and use the website. Some cookies are necessary to allow the website to
function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary Cookies must always be enabled

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Resources for Businesses

My Home Location

Columbus, OH, USA

My BBB

BBB of Central Ohio

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Wealth Management

Showing: 2,301 results for Wealth Management
near Troy, MI

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Distance
  • Rating

Legacy Group Planning

Retirement Planning Services, Life Insurance, Medicare ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Allen County, OH
  • Lenawee County, MI
  • Lucas County, OH
  • Sandusky County, OH
Accredited BusinessAccredited Business
(888) 665-7229

1590 Albon Rd STE 40,
Holland, OH 43528-9410

Serious Money Ohio

Retirement Planning Services, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Lucas County, OH
  • Maumee, OH
Accredited BusinessAccredited Business
(419) 495-8700

1715 Indian Wood Cir Ste 200,
Maumee, OH 43537-4055

Patton Wealth Management

Wealth Management

BBB Rating: A+
not BBB accredited
(419) 794-2401

1745 Indian Wood Cir Ste 100,
Maumee, OH 43537-4061

Black Knight Investments

Wealth Management

Service Area

Serving the following areas:

  • Wood County, OH
not BBB accredited

12962 Eckel Junction Rd,
Perrysburg, OH 43551-1309

Legacy Group Planning

Retirement Planning Services, Life Insurance, Medicare ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Allen County, OH
  • Lenawee County, MI
  • Lucas County, OH
  • Sandusky County, OH
Accredited BusinessAccredited Business
(888) 665-7229

410 S Front St,
Fremont, OH 43420-3075

Sidel Insurance Group

Insurance Agency, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • OH
Accredited BusinessAccredited Business
(419) 583-6271

9435 County Road T,
Liberty Ctr, OH 43532-9736

Legacy Group Planning

Retirement Planning Services, Life Insurance, Medicare ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Allen County, OH
  • Lenawee County, MI
  • Lucas County, OH
  • Sandusky County, OH
Accredited BusinessAccredited Business
(888) 665-7229

103 Degroff Ave Ste B,
Archbold, OH 43502-1069

CIG Financial Services

Wealth Management

BBB Rating: C+
not BBB accredited
(419) 445-5000

219 N Defiance St,
Archbold, OH 43502-1160

Wyse Financial Group, LLC

Financial Planning Consultants, Financial Services, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Defiance County, OH
  • Fulton County, OH
  • Henry County, OH
  • Williams County, OH
Accredited BusinessAccredited Business
(567) 444-5540

201 Ditto St,
Archbold, OH 43502-2100

Stein, Olsen & Stang, LLC

Accounting, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
not BBB accredited
(419) 668-0332

19 E Main St Ste 104,
Norwalk, OH 44857-1548

Preservation Retirement Services

Retirement Planning Services, Life Insurance, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Ashtabula County, OH
  • Cuyahoga County, OH
  • Geauga County, OH
  • Lake County, OH
  • Lorain County, OH
  • 22241
  • 44001
  • 44011
  • 44012
  • 44017
  • 44022
  • 44023
  • 44024
  • 44026
  • 44028
  • 44035
  • 44039
  • 44040
  • 44044
  • 44050
Accredited BusinessAccredited Business
(440) 345-6900

25111 Country Club Blvd Ste 230,
North Olmsted, OH 44070-5330

LS Wealth Management, LLC

Retirement Planning Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(419) 633-0955

122 E High St Suite A,
Bryan, OH 43506

Old National Bank

Bank, Loans, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(800) 731-2265

140 Columbia Ave W,
Battle Creek, MI 49015-3351

Old National Bank

Bank, Loans, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(800) 731-2265

25 Capital Ave SW,
Battle Creek, MI 49017-3512

Zhang Financial

Financial Planning Consultants, Financial Services, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(269) 965-0777

70 Michigan Ave W Ste 100,
Battle Creek, MI 49017-3619

Related Categories

Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.