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419-434-9595

Financial Planning in Lima and Elida OH

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Ley Insurance Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Ley Insurance Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Ley Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Ley Insurance Agency today to see how Financial Planning can help achieve your goals.

Our Location

Ley Insurance Agency

513 N Cable Rd
Lima, OH 45805
Main office: 419-434-9595

Our Providers

Testimonials

Very happy with their service and they meet my auto and home owners needs at this time!
Yvonne D
We have had several years of excellent service!
Roger P
I have been with Dennis Ley insurance since I got my license. The staff has always been very helpful with making sure my payments were made and that I was always in compliance. They are prompt with answering questions and I never have to worry about anything!! Thank you for always being PROFESSIONAL!!
MIchael C
Enjoyed working on finding an insurance package with our agent. Thanks for your service!
James B
I am extremely happy with Ley Insurance Agency. I had been a lifelong customer with another company and continued to have rate increases. When I contacted Ley Insurance I found the staff to be very courteous and they explained the products thoroughly. I was astounded when I discovered I could save nearly $1,000 per year in premiums. I quickly shared the word and referred several others. They also saved a significant amount of money and are very pleased that they made the switch as well. Thank you for your outstanding service!
Mark F
I can always count on my agent to answer all my insurance questions and provide me the best service at a good price!
Fred M
Having been with the same insurance company for many years, we decided to shop around. We found Ley Insurance Agency. They were friendly, courteous, and very professional. They saved us a considerable amount of money. We are extremely happy!
Esther R
Thank you so much for the flowers! It made my day! Great service and great people!
Shannon H
When my daughter was 'kicked out' of our insurance company approximately 20 years ago, Ley Insurance was the first one of approximately 10 companies that would insure my two teenager and myself. It sticks with you when you are turned down. Many have told me I could find cheaper or better and I don't go looking. I remember who helped us out many years ago.
Sheila C.