Member Directory: Financial/Insurance

Member Directory: Financial/Insurance

An independent Ohio insurance agency, providing customers with all types of insurance protection from the top carriers in the country. Personal, commercial and health and life insurance.
2440 Dayton-Xenia Road, Suite A, Beavercreek, OH 45434

937-372-8033

An independent financial services firm specializing in financial, estate, and investment planning committed to providing unbiased financial advice, product recommendations and strategies to help accomplish financial services needs.
2149 N. Fairfield Road, Suite B, Beavercreek, OH 45431

937-431-8010

Experience Wealth Management That Puts Your Needs First
When it comes to your personal wealth, you have your own unique goals and plans. When you seek financial help, you want someone who takes the time to understand those goals and establish strategies to help you achieve them.
Stephan & Associates works with people of all ages and income levels to provide personalized wealth management strategies. Led by our founder, Brian Stephan, Chief Executive Officer/General Manager, our team is dedicated to using their experience in the financial field to help Xenia residents manage their finances. Whether you are a first-time investor, a new retiree, or simply looking to rollover your 401(k) from your last job, we're here to help!
Find out if we're the right fit for you – schedule a complimentary initial consultation today!   
354 N. Detroit Street, Xenia, OH 45385

937-374-2002

Superior Benefit Specialists is a full-service employee benefits consulting and brokerage firm servicing the insurance benefit needs of employers of all sizes in and around the State of Ohio.  We service private industry firms, non-profit organizations, individuals and families, with over 30 years of experience in employee health benefit plans.

937-387-0661

Full service bank for personal and business accounts of all sizes.266 Xenia Avenue, Yellow Springs, OH 45387 

937-767-6620
WesBanco

Founded in 1870, WesBanco, Inc. (www.wesbanco.com) is a diversified and balanced financial services company that delivers large bank capabilities with a community bank feel. Built upon our ‘Better Banking Pledge’, our customer-centric service culture is focused on growing long-term relationships by pledging to serve all personal and business customer needs efficiently and effectively. In addition to a full range of online and mobile banking options and a full-suite of commercial products and services, WesBanco provides trust, wealth management, securities brokerage, and private banking services through our century-old Trust and Investment Services department. WesBanco's banking subsidiary, WesBanco Bank, Inc., operates 212 financial centers in the states of Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and West Virginia. Additionally, WesBanco operates an insurance agency, WesBanco Insurance Services, Inc., and a full-service broker/dealer, WesBanco Securities, Inc. 
WesBanco Bank, Inc. is a Member FDIC.
 

937-767-2060

A public charitable foundation established primarily to benefit the citizens and community of Yellow Springs and Miami Township. Plays a vital role in supporting, enriching, and sustaining our diverse community and its citizens through a variety of traditional and innovative methods. P.O. Box 55, Yellow Springs, OH 45387

937-767-2655
YS Federal Credit Union

Full-service financial institution for anyone who lives, works, worships or attends school in Greene County.
217 Xenia Ave., Yellow Springs, OH 45387

937-767-7377

Providing home, auto, business, life, health, disability and farm insurance; financial planning.
508 N. Detroit St, Xenia, OH 45385

937-372-2369