Best Financial Advisors in Clark County, OH

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List of Firms

Clark County, OH Fiduciary Financial Advisors

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Gianola Financial Planning
5 out of 5
Location 1115 N Limestone St, Springfield, OH 45503, USA
Phone (614) 340-0770
Directions
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Schuler Financial Group
Location 3380 Middle Urbana Rd, Springfield, OH 45502, USA
Phone (937) 399-2700
Directions
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Edward Jones - Financial Advisor: Tiffany L Dailey
SEC File# 801-3297
CRD# 250
5 out of 5
Location 805 N Limestone St, Springfield, OH 45503, USA
Phone (937) 390-1696
Directions
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Edward Jones - Financial Advisor: Todd A Boone
SEC File# 801-3297
CRD# 250
Location 4917 Security Dr, Springfield, OH 45503, USA
Phone (937) 717-1346
Directions
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Edward Jones - Financial Advisor: Jim Wasinger
SEC File# 801-3297
CRD# 250
5 out of 5
Location 30 Warder St Suite 210, Springfield, OH 45504, USA
Phone (937) 525-0237
Directions
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Edward Jones - Financial Advisor: Becky Skiles Gorby
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2221 Olympic St, Springfield, OH 45503, USA
Phone (937) 342-1098
Directions
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Peter Foreman - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 239 E Columbia St Ste 100, Springfield, OH 45503, USA
Phone (937) 323-8667
Directions
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J Brian Hanna - Financial Advisor, Ameriprise Financial Services, LLC
Location 239 E Columbia St Ste 100, Springfield, OH 45503, USA
Phone (937) 323-8667
Directions
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Edward Jones - Financial Advisor: Melinda Vincent
Location 1472 E US Hwy 36 Ste A, Urbana, OH 43078, USA
Phone (937) 508-4080
Directions
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Edward Jones - Financial Advisor: Brent D Harder
5 out of 5
Location 1472 E US Hwy 36 Ste B, Urbana, OH 43078, USA
Phone (937) 653-3658
Directions
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Geitgey Financial Services
Location 4 W Main St #406, Springfield, OH 45502, USA
Phone (937) 323-5497
Directions
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Edward Jones - Financial Advisor: Jerome H Armstrong
5 out of 5
Location 208 Patrick Ave, Urbana, OH 43078, USA
Phone (937) 653-8114
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1186 E Home Rd, Springfield, OH 45503, USA
Phone (937) 342-0100
Directions
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Northwestern Mutual
Location 3125 N Limestone St, Springfield, OH 45503, USA
Phone (937) 390-9923
Directions
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Edward Jones - Financial Advisor: JC Collins, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 510 W Main St Suite 100, Fairborn, OH 45324, USA
Phone (937) 879-5699
Directions
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Stephan and Associates
5 out of 5
Location 354 N Detroit St, Xenia, OH 45385, USA
Phone (937) 374-2002
Directions
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Northwestern Mutual Financial
SEC File# 801-111055
CRD# 158043
Location 333 N Limestone St, Springfield, OH 45503, USA
Directions
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Edward Jones - Financial Advisor: Sarah A Clemans, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 20 W Main St, Springfield, OH 45502, USA
Phone (937) 328-0751
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1533 Moorefield Rd, Springfield, OH 45503, USA
Directions
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Edward Jones - Financial Advisor: Ryan P Carpe
Location 506 S High St Suite C, Yellow Springs, OH 45387, USA
Phone (937) 319-4606
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1472 US-36, Urbana, OH 43078, USA
Phone (937) 653-3658
Directions
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ridgewood capital management llc
Location 2525 N Limestone St #101, Springfield, OH 45503, USA
Phone (937) 342-0423
Directions
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Spicer Wealth Management
Location 2655 Commons Blvd Ste 110, Beavercreek, OH 45431, USA
Phone (937) 426-3836
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Campbell Financial
Location 5000 Urbana Rd Suite 100, Springfield, OH 45502, USA
Phone (937) 917-8941
Directions
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McCombs Financial Services
5 out of 5
Location 2043 N Bechtle Ave, Springfield, OH 45504, USA
Phone (937) 505-3962
Directions
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Edward Jones - Financial Advisor: Chris George
SEC File# 801-3297
CRD# 250
Location 1533 Moorefield Rd, Springfield, OH 45503, USA
Phone (937) 342-1833
Directions
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Pickarski Financial Group
5 out of 5
Location 2754 E Main St, Springfield, OH 45503, USA
Phone (937) 525-9500
Directions
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Stroud Wealth Management
Location 1186 E Home Rd, Springfield, OH 45503, USA
Phone (937) 342-0100
Directions
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KB&P Financial Partners
5 out of 5
Location 49 E College Ave Suite 200, Springfield, OH 45503, USA
Phone (937) 390-8750
Directions
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Flynn Financial Services
Location 20 S Limestone St # 220, Springfield, OH 45502, USA
Phone (937) 324-1754
Directions
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Springfield Financial Group
Location 300 E Auburn Ave, Springfield, OH 45505, USA
Phone (937) 322-8685
Directions
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Sterling Wealth Management
SEC File# 801-112948
CRD# 131304
Location 20 S Limestone St #249, Springfield, OH 45502, USA
Phone (937) 717-9049
Directions
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Fifth Third Securities - Nicholas Bradley
Location 2700 N Limestone St, Springfield, OH 45503, USA
Phone (937) 284-8844
Directions
Financial Advisors in Clark County, OH

Where Certified Financial Advisors in Clark County, OH Serve

Clark County, OH is a vibrant community located in the heart of Ohio. The county is home to a variety of landmarks that showcase its rich history and cultural heritage. Some of the most notable landmarks in the area include the Springfield Museum of Art, the Hartman Rock Garden, and the Westcott House. In terms of employment opportunities, Clark County is home to several top employers, including the Springfield Regional Medical Center, Navistar International, and the Clark County School District. These companies provide a wide range of job opportunities for residents and contribute to the county's strong economy. Major highways and streets in Clark County include Interstate 70, State Route 4, and State Route 72. These roads provide easy access to neighboring cities and towns, making it easy for residents to travel for work or leisure. Finally, Clark County is home to several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clark County, OH can benefit greatly from the advice and guidance of a financial advisor. With a median household income of $50,000 and a poverty rate of 14.9%, many families in the area struggle to make ends meet and plan for their financial future. A financial advisor can assist in creating a budget, managing debt, and developing a long-term investment strategy. Additionally, with the cost of living in Clark County being 16.7% lower than the national average, a financial advisor can help residents take advantage of their lower cost of living by putting more money towards savings and investments. Overall, a financial advisor can be a valuable resource for residents of Clark County looking to improve their financial well-being.

Insurance Broker

Residents of Clark County, OH can benefit greatly from the services of an insurance broker. For starters, an insurance broker can help individuals and families in the area find the best insurance policies that fit their specific needs and budget. This is especially important in Clark County, OH, where severe weather conditions such as tornadoes and floods are common. An insurance broker can help residents find insurance policies that cover damages caused by these natural disasters. Additionally, an insurance broker can provide guidance and support when it comes to filing insurance claims and navigating the often-complicated insurance process. With the help of an insurance broker, residents of Clark County, OH can have peace of mind knowing that they are properly protected in the event of an unforeseen circumstance.

Retirement Planning

Residents of Clark County, OH can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement, which is especially important in Clark County where the median age is 40.7 years old and the median income is $53,075. A retirement planner can help residents create a personalized savings plan that takes into account their current financial situation, future goals, and potential obstacles. They can also assist in choosing the best investment options and provide ongoing support and advice as circumstances change. With the help of a retirement planner, residents of Clark County can feel confident about their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Clark County, OH could benefit greatly from the services of a wealth manager. With a population of around 135,000 people, Clark County is home to many individuals who could use assistance in managing their finances. A wealth manager can help residents create a comprehensive financial plan that takes into account their unique goals and circumstances. For example, many residents of Clark County may be looking to save for retirement, pay off debt, or save for their children's education. A wealth manager can help them create a plan to achieve these goals while also ensuring they have enough money to cover their day-to-day expenses. Additionally, a wealth manager can provide guidance on investment strategies, tax planning, and estate planning to help residents maximize their wealth and leave a legacy for their loved ones.

Mortgage Loan Officer

Residents of Clark County, OH can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, investment properties, or even to refinance their existing mortgages. With the median home value in Clark County being lower than the national average, a mortgage loan officer can help residents take advantage of the affordable housing market in the area. Additionally, with a high percentage of military veterans residing in Clark County, a loan officer can assist them in utilizing their VA loan benefits to purchase a home. The loan officer can also provide guidance and advice on the various loan options available, including government-backed loans and first-time homebuyer programs, to help residents achieve their homeownership goals.

Tax Services

Residents of Clark County, OH can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax planning and preparation. With the constantly changing tax laws and regulations, it can be challenging for residents to keep up and ensure they are maximizing their deductions and credits. A tax advisor can assist with this by providing personalized advice and ensuring residents are compliant with local and federal tax laws. Additionally, Clark County, OH is home to a significant number of small business owners, and a tax advisor can provide valuable support in navigating the complex tax requirements for businesses. By working with a tax advisor, residents of Clark County, OH can feel more confident in their financial decisions and potentially save money on their taxes.

Estate Planning Lawyer

Residents of Clark County, OH can benefit greatly from the services of an estate planning lawyer. These professionals can assist with drafting wills, trusts, and other legal documents that ensure assets are distributed according to the client's wishes. Specifically, for residents of Clark County, OH, an estate planning lawyer can help navigate the state's probate laws, which can be complex and time-consuming. Additionally, they can provide guidance on minimizing taxes and protecting assets from creditors. A lawyer can also help with healthcare directives and power of attorney, ensuring that clients have a plan in place for medical decisions and financial management if they become incapacitated. Overall, working with an estate planning lawyer can provide peace of mind and protect the interests of individuals and their families in Clark County, OH.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Clark County, OH