Find a Financial Advisor
We Match You to Pre-Screened, 5 Star Rated Advisors Near You-Free
www.PaladinRegistry.com
We Match You to Pre-Screened, 5 Star Rated Advisors Near You-Free
www.PaladinRegistry.com
Merrill Lynch Wealth Mgmt
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Edward Jones Investments
We Offer More Face Time And Think Time For Your Assets.
www.EdwardJones.com
We Offer More Face Time And Think Time For Your Assets.
www.EdwardJones.com
Financial Advisors
Wachovia Securities is Now Wells Fargo Advisors. Learn more!
www.WellsFargoAdvisorsInfo.com
Wachovia Securities is Now Wells Fargo Advisors. Learn more!
www.WellsFargoAdvisorsInfo.com
Financial Manager
Go Independent with Schwab's Help. Learn How We Can Work with You.
www.schwabadvisorcenter.com
Go Independent with Schwab's Help. Learn How We Can Work with You.
www.schwabadvisorcenter.com
OppenheimerFunds
Get Tools & Resources To Help You Re-Structure Client Portfolios.
www.OppenheimerFunds.com
Get Tools & Resources To Help You Re-Structure Client Portfolios.
www.OppenheimerFunds.com
Financial Planner at USAA®
Guidance on long-term Financial Strategies. Join USAA Today.
www.USAA.com
Guidance on long-term Financial Strategies. Join USAA Today.
www.USAA.com
Find a Financial Advisor
Get independent & objective advice. Talk with upto 4 Financial Advisors
www.Financial-Advisors.respond.com
Get independent & objective advice. Talk with upto 4 Financial Advisors
www.Financial-Advisors.respond.com
Parkhurst Financial Mgmt
Fee-Only Financial Planner Portfolio Allocation & Management
parkhurstfinancialmanagement.com
Fee-Only Financial Planner Portfolio Allocation & Management
parkhurstfinancialmanagement.com
Financial Advisors
Are You an Independent Financial Advisor in Need of a Broker-Dealer?
www.bxadvisors.com
Are You an Independent Financial Advisor in Need of a Broker-Dealer?
www.bxadvisors.com
Avoid Financial Planners
who sell insurance or investments. There is a better way. Please visit
www.valeofinancial.com
who sell insurance or investments. There is a better way. Please visit
www.valeofinancial.com
A
Alles Financial
Provider of financial services and long term investment planning.
www.allesfinancial.com
Provider of financial services and long term investment planning.
www.allesfinancial.com
Altonen Insurance and Investment Services
Provider of financial services including annuities, portfolio planning and money market consultaiton.
www.altonen.com
Provider of financial services including annuities, portfolio planning and money market consultaiton.
www.altonen.com
Aspen Management Group
Providers of financial services specializing in estate planning and retirement.
www.aspenmgmt.com
Providers of financial services specializing in estate planning and retirement.
www.aspenmgmt.com
Austin Associates
Providers of financial services including investment planning for banks and thrifts.
www.austinassociates.com
Providers of financial services including investment planning for banks and thrifts.
www.austinassociates.com
B
Berno Financial Managment
Providers of financial services including investment planning and portfolio supervision.
www.bernofinmgt.com
Providers of financial services including investment planning and portfolio supervision.
www.bernofinmgt.com
Bober, Markey and Fedorovich
Providers of accounting, auditing, wealth preservation and tax services.
www.bobermarkey.com
Providers of accounting, auditing, wealth preservation and tax services.
www.bobermarkey.com
Bruml Capital
Providers of financial services including long-term investment supervision for middle-market, privately-held companies.
www.brumlcapital.com
Providers of financial services including long-term investment supervision for middle-market, privately-held companies.
www.brumlcapital.com
C
Childs Investment Group
Provider of financial services specializing in risk tolerance, college funding and retirement packages.
www.childsinvestmentgroup.com
Provider of financial services specializing in risk tolerance, college funding and retirement packages.
www.childsinvestmentgroup.com
Chris Cooper Company
Providers of financial services including legal and accounting consultation.
www.chriscooper.com
Providers of financial services including legal and accounting consultation.
www.chriscooper.com
Complete Property Resources
Provider of real estate services including properties for rent and for sale.
www.cprre.com
Provider of real estate services including properties for rent and for sale.
www.cprre.com
Crossroads Financial Planning
Provider of financial services including insurance analysis, estate planning and retirement management.
www.crossroadsfinancial.com
Provider of financial services including insurance analysis, estate planning and retirement management.
www.crossroadsfinancial.com
Crown North Corporation
Provider of capital to owners and operators of commercial real estate and risk management services.
www.crownnorthcorp.com
Provider of capital to owners and operators of commercial real estate and risk management services.
www.crownnorthcorp.com
Creative Wealth Systems
Provider of investment services designed to help create wealth for individual investors.
www.cwscws.com
Provider of investment services designed to help create wealth for individual investors.
www.cwscws.com
D
Digitek Corporation
Provider of custom-made logo apparel and promotional products.
www.digitekcorp.net
Provider of custom-made logo apparel and promotional products.
www.digitekcorp.net
Charlotte A. Dougherty and Associates
Providers of financial services including investment planning and savings plans.
www.dougherty-associates.com
Providers of financial services including investment planning and savings plans.
www.dougherty-associates.com
E
F
Financial Reviews
Provider of financial services including long-term, comprehensive financial planning.
www.financialreviews.com
Provider of financial services including long-term, comprehensive financial planning.
www.financialreviews.com
Financial Management Group
Provider of financial services including personal finance management and long-term planning.
www.fmgonline.com
Provider of financial services including personal finance management and long-term planning.
www.fmgonline.com
Future Finances
Providers of financial services and estate planning and consultation.
www.futfin.com
Providers of financial services and estate planning and consultation.
www.futfin.com
G
Gries Financial
Providers of financial services including planning and investment management.
www.gries.com
Providers of financial services including planning and investment management.
www.gries.com
H
Hartland and Company
Provider of financial services specializing in research and investment mangement.
www.hartlandco.com
Provider of financial services specializing in research and investment mangement.
www.hartlandco.com
Higher Education Advisory Institute
Provider of information and resources for college financial planning.
www.heai.org
Provider of information and resources for college financial planning.
www.heai.org
I
Registered Financial Consultants
Provider of financial services including college and retirement planning.
www.iarfc.org
Provider of financial services including college and retirement planning.
www.iarfc.org
J
Jeffery A. Campbell
Provider of financial services including accounting and tax preparation.
www.jeffcampbellcpa.com
Provider of financial services including accounting and tax preparation.
www.jeffcampbellcpa.com
The Jetner Financial Group
Provider of financial services including investment planning and tax services.
www.jentner.com
Provider of financial services including investment planning and tax services.
www.jentner.com
K
Koler Financial Group
Provider of financial services including long-term planning and investment consultation.
www.kolerfinancialgroup.com
Provider of financial services including long-term planning and investment consultation.
www.kolerfinancialgroup.com
L
LifePlan Financial Group
Provider of financial and administrative services including investment paperwork and account management.
www.lifeplanfg.com
Provider of financial and administrative services including investment paperwork and account management.
www.lifeplanfg.com
M
Mark M. Black
Provider of financial services including investment consultation and money market transactions.
www.markblackfinancial.com
Provider of financial services including investment consultation and money market transactions.
www.markblackfinancial.com
Modern Portfolio Management
Providers of financial services including portfolio management and financial planning.
www.modernportfoliomgt.com
Providers of financial services including portfolio management and financial planning.
www.modernportfoliomgt.com
Morris Financial Group
Provider of financial services including life, health and disability insurance.
www.morrisfinancial.com
Provider of financial services including life, health and disability insurance.
www.morrisfinancial.com
Mahle, Wack, Zaidain and Company
Provider of financial services including taxes, investment consulting and auditing.
www.mwz-cpa.com
Provider of financial services including taxes, investment consulting and auditing.
www.mwz-cpa.com
N
NCA Financial Services
Provider of financial services including mutual fund investment consultation and portfolio management.
www.ncafinancial.com
Provider of financial services including mutual fund investment consultation and portfolio management.
www.ncafinancial.com
O
Orcutt and Company
Provider of financial services including accounting, bookkeeping, tax preparation and payroll services.
www.orcuttfinancial.com
Provider of financial services including accounting, bookkeeping, tax preparation and payroll services.
www.orcuttfinancial.com
P
Parlan Financial Corporation
Provider of financial services specializing in fee-only financial planning.
www.parlan.com
Provider of financial services specializing in fee-only financial planning.
www.parlan.com
PDS Planning
Provider of financial services including accounting, tax and investment management.
www.pdsplanning.com
Provider of financial services including accounting, tax and investment management.
www.pdsplanning.com
Planned Financial Services
Provider of financial services including investment planning and portfolio management.
www.plannedfinancial.com
Provider of financial services including investment planning and portfolio management.
www.plannedfinancial.com
Private Wealth Consultants
Provider of financial consulting specializing in private wealth services.
www.privatewealth.net
Provider of financial consulting specializing in private wealth services.
www.privatewealth.net
ProWare
Provider of case management system services including software development and database design.
www.proware.com
Provider of case management system services including software development and database design.
www.proware.com
R
Registered Financial Planners Institute
Provider of financial planning services to industry professionals, including bankers, loan officers and attorneys.
www.rfpi.com
Provider of financial planning services to industry professionals, including bankers, loan officers and attorneys.
www.rfpi.com
Richard Walen and Associates
Provider of financial services including retirement planning investments.
www.rwalen.com
Provider of financial services including retirement planning investments.
www.rwalen.com
S
SIGNET Solutions
Provider of employment services specializing in the recruitment and placement of information technology professionals.
www.signetsolutions.com
Provider of employment services specializing in the recruitment and placement of information technology professionals.
www.signetsolutions.com
T
Financial Achievement Services
Provider of financial services inlcuding tax and retirement planning.
www.teamfas.com
Provider of financial services inlcuding tax and retirement planning.
www.teamfas.com
The Hoffman Group
Provider of insurance services specializing in risk management, employee benefits and financial services.
www.thehoffmangrp.com
Provider of insurance services specializing in risk management, employee benefits and financial services.
www.thehoffmangrp.com
Thein Financial Group
Provider of financial services including college planning and insurance needs.
www.theinfinancial.com
Provider of financial services including college planning and insurance needs.
www.theinfinancial.com
The Stratis Group
Provider of financial services including tax and capital gain planning.
www.thestratisgroup.com
Provider of financial services including tax and capital gain planning.
www.thestratisgroup.com
V
Vawter Financial
Provider of financial planning services including portfolio evaluation, investment research and retirement plan services.
www.vawterfinancial.com
Provider of financial planning services including portfolio evaluation, investment research and retirement plan services.
www.vawterfinancial.com
W
WALT ST Investment Management
Provider of money management services including financial planning and portfolios design.
www.walt-st.com
Provider of money management services including financial planning and portfolios design.
www.walt-st.com
Wealth Planning
Provider of financial services including retirement planning, investing and education funding.
www.wealthp.com
Provider of financial services including retirement planning, investing and education funding.
www.wealthp.com
The Weinstein Group
Provider of financial consulting services specializing in project management, operational analysis and long-term enterprise software solutions.
www.weinsteingroup.com
Provider of financial consulting services specializing in project management, operational analysis and long-term enterprise software solutions.
www.weinsteingroup.com
Whitcomb & Hess
Provider of financial services including investement planning and accounting and tax assistance.
www.whitcomb.com
Provider of financial services including investement planning and accounting and tax assistance.
www.whitcomb.com
Wilcox Financial
Provider of financial services including capital management, insurance services and retirement planning.
www.wilcoxfinancial.com
Provider of financial services including capital management, insurance services and retirement planning.
www.wilcoxfinancial.com
Find a Financial Advisor
We Match You to Pre-Screened, 5 Star Rated Advisors Near You-Free
www.PaladinRegistry.com
We Match You to Pre-Screened, 5 Star Rated Advisors Near You-Free
www.PaladinRegistry.com
Merrill Lynch Wealth Mgmt
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Edward Jones Investments
We Offer More Face Time And Think Time For Your Assets.
www.EdwardJones.com
We Offer More Face Time And Think Time For Your Assets.
www.EdwardJones.com
Guide to Financial Planners in Ohio
Work with financial planners in Ohio for a strong business and personal portfolio
By Patti Richards, Free Lance Writer, PGWRites Communications
A financial planner in OH meets with clients at an initial conference to get an idea of where you’ve been, where you are and where you’re going in terms of your financial future. High quality financial planning in Ohio involves meeting with your financial planner to provide the right information and answers to questions about your current situation and goals.
Personal financial planners in Ohio work hard at making you feel comfortable with the relationship. As your certified Ohio financial planner gets to know you better, she becomes the person you go to when making important financial decisions. Financial planning in Ohio will:
1. Guide your financial decision making in the areas of investments, property and entering into contracts.
2. Help you build a personal financial strategy for both business and personal accounts through certified financial planners in Ohio.
3. Prepare you and your loved ones for a secure financial future through complex financial planning in Ohio.
Action Steps
The best contacts and resources to help you get it done
Work with a certified financial planner in Ohio that specializes in diversified portfolio management
Your money needs to be in many different sectors for security and long-term growth. An Ohio financial planner has a variety of products and options to keep your money growing in many different areas.
I recommend: The Sherrington Group of Columbus is a fee-only financial planning service that offers clients a variety of investment tools for a diversified approach. Financial Solutions LLC of Dublin provides comprehensive financial planning on an hourly or retainer basis with a wide range of investment products.
Find financial planners in Ohio that offer both financial products and personalized service
Good financial products without ongoing financial advice and personal service mean confusion for clients needing financial advice. Financial planners know the value of personal care and building a relationship with their clients.
I recommend: Concord Financial Planners of Solon and Lucas Financial Services Inc., provide personal service through financial planning, tax planning and preparation as well as retirement planning, estate planning and value based investing.
Use financial planning in OH that offers ongoing support services for clients
An initial meeting just isn't enough when preparing a financial portfolio. Look for certified financial planners in OH that offer annual financial checkups and as needed meetings.
I recommend: Fisher Wealth Management of Reynoldsburg provides ongoing support to its clients through portfolio management services. Ameriprise Financial prides itself in commitment to continuing customer service and has several agents throughout Ohio.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Always combine financial planning in Ohio with high quality estate planning. A good financial planner has a network of qualified estate planning attorneys to complete your plan through wills, trusts and powers of attorney. Your financial planner knows the importance of these documents when it comes to securing your financial future for yourself and your loved ones.
