Best Financial Advisors in Bucyrus, OH

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List of Firms

Bucyrus, OH Fiduciary Financial Advisors

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Nextgen Accounting
Location 201 W Charles St, Bucyrus, OH 44820, USA
Phone (419) 562-6286
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 215 N Sandusky Ave, Bucyrus, OH 44820, USA
Phone (419) 562-2169
Directions
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Park National Bank: Bucyrus Office
3 out of 5
Location 401 S Sandusky Ave, Bucyrus, OH 44820, USA
Phone (419) 562-3040
Directions
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Spreng Capital
SEC File# 801-110082
CRD# 119902
5 out of 5
Location 201 S Sandusky Ave, Bucyrus, OH 44820, USA
Phone (419) 563-0084
Directions
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Fishpaw Tax Service
5 out of 5
Location 708 N Sandusky Ave, Bucyrus, OH 44820, USA
Phone (419) 562-0816
Directions
Financial Advisors in Bucyrus, OH

Where Certified Financial Advisors in Bucyrus, OH Serve

Bucyrus, OH is a charming city located in Crawford County, Ohio, that boasts a rich history and a vibrant community. The city is home to several landmarks, including the Bucyrus Historical Society Museum, the Crawford County Fairgrounds, and the Schines Art Park. Additionally, Bucyrus is known for its top employers, such as Cooper Tire & Rubber Company, Ohio Mutual Insurance Group, and Avita Health System. Major highways and streets that run through the city include US Route 30, State Route 4, and State Route 19, making it easily accessible to neighboring towns and cities. Bucyrus is also home to several neighborhoods, each with its unique charm and character, such as the West End, the South End, and the North End. With its diverse culture and rich history, Bucyrus is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bucyrus, OH could benefit from the guidance of a financial advisor in a number of ways. For example, a financial advisor could help them create a budget and stick to it, which is especially important in a town where the median household income is below the national average. Additionally, a financial advisor could help residents save for major expenses like a down payment on a home or a child's college education. They could also provide guidance on investing, which can be a daunting task for many people. Overall, a financial advisor could help residents of Bucyrus, OH achieve their financial goals and feel more confident about their financial future.

Insurance Broker

Residents of Bucyrus, OH could greatly benefit from the services of an insurance broker. With a population of just over 11,000, many residents may not have the time or resources to research and compare insurance options on their own. An insurance broker can provide expert guidance on the most appropriate coverage for each individual's unique needs, whether it be for home, auto, or health insurance. Additionally, with Bucyrus being located in an area prone to severe weather, such as tornadoes and thunderstorms, an insurance broker can help residents ensure they have adequate coverage in case of property damage or other unforeseen events. By working with an insurance broker, residents can have peace of mind knowing they are protected and prepared for any potential risks.

Retirement Planning

Residents of Bucyrus, OH can benefit greatly from the services of a retirement planner. With a population of just over 11,000, many individuals in Bucyrus may not have access to the same financial resources as those in larger cities. A retirement planner can help residents of Bucyrus navigate the often complex world of retirement planning and ensure that they are making informed decisions about their financial future. For example, a retirement planner can help residents of Bucyrus understand the benefits and drawbacks of different types of retirement accounts, such as 401(k)s and IRAs. Additionally, a retirement planner can help residents of Bucyrus create a personalized retirement plan that takes into account their unique financial situation and goals. By working with a retirement planner, residents of Bucyrus can have peace of mind knowing that they are on track to achieve their retirement goals.

Wealth Management

Residents of Bucyrus, OH can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them with retirement planning, which is especially important as Bucyrus has an aging population. They can advise on the best investment strategies to ensure that residents have enough money saved for their golden years. Secondly, a wealth manager can help residents with estate planning, ensuring that their assets are protected and distributed according to their wishes. This is important in Bucyrus, which has a strong agricultural industry and many residents with valuable land and property. Finally, a wealth manager can help residents with tax planning, ensuring that they are taking advantage of all available tax breaks and minimizing their tax liability.

Mortgage Loan Officer

Residents of Bucyrus, OH would greatly benefit from the assistance of a mortgage loan officer when it comes to buying a home or refinancing an existing mortgage. With a population of just over 12,000, Bucyrus is a small town with a tight-knit community. A mortgage loan officer can provide personalized guidance and support throughout the entire mortgage process, from pre-approval to closing. They can also help residents navigate the unique housing market in Bucyrus, which is known for its historic homes and charming neighborhoods. Additionally, a mortgage loan officer can help residents secure the best possible interest rates and mortgage terms, which can save them thousands of dollars over the life of their loan.

Tax Services

Residents of Bucyrus, OH can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Bucyrus residents is by providing guidance on navigating Ohio's tax laws. With a population of just over 11,000, Bucyrus is a small town where many residents may not have extensive knowledge of tax laws and regulations. A tax advisor can help residents understand their tax obligations and identify potential deductions or credits they may be eligible for. Additionally, a tax advisor can help residents prepare and file their tax returns accurately and on time, avoiding costly penalties and fees. With the help of a tax advisor, Bucyrus residents can ensure they are maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Bucyrus, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Bucyrus, where the median age is 42 and many residents are approaching retirement age. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives to ensure that a person's wishes are followed in the event of incapacitation. By working with an estate planning lawyer, residents of Bucyrus can have peace of mind knowing that their affairs are in order and their loved ones are taken care of.

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