Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate planning. Jared implemented wealth management for clients through an independent broker/dealer for 13 years before founding... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lima, OH area, Lindsey Chapman will take the time to understand you and your goals, as well as those changing... Read More

Let Our Family Take Care Of Your Family. Dennis Ley Insurance Agency in Lima, OH has been in the insurance business since 1987, serving Allen, Auglaize, Putnam, and Mercer Counties. We provide a full range of the highest quality insurance products and services available. Our goal is to protect the assets of our clients by meeting all of their insurance... Read More

We're so much more than your go-to, conveniently located cash checking store! Stop by the Elida Rd. location of CheckSmart in Lima, OH to work with one of our dedicated team members. You'll be in and out in a flash! Our store offers financial services including Check Cashing, Green Dot™ Visa® Debit Cards, Western Union Money Transfers, Money Orders, Bill... Read More

Are you ready to streamline your day-to-day accounting operations so you have more time to focus on growing your business? Perhaps you’re launching a new business and need assistance with the basics. In any case, we can help! Fortune Accounting & Business Solutions, Inc. is your resource to keep things running smoothly. We offer business support, bookkeeping, accounting, and more... Read More