Best Financial Advisors in Greene County, OH

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List of Firms

Greene County, OH Fiduciary Financial Advisors

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Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4404 Buckeye Ln Ste 240, Beavercreek, OH 45440, USA
Phone (937) 458-0220
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Ameriprise Financial
5 out of 5
Location 4404 Buckeye Ln # 240, Beavercreek, OH 45440, USA
Phone (937) 458-0220
Directions
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The Hale Group At Morgan Stanley
Location 4380 Buckeye Ln #200, Beavercreek, OH 45440, USA
Phone (937) 431-7800
Directions
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Edward Jones - Financial Advisor: Skip Whitworth
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3938 Dayton Xenia Rd Suite E, Beavercreek, OH 45432, USA
Phone (937) 427-1602
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Frances Milano - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 67 Marydale Dr Ste A, Beavercreek, OH 45440, USA
Phone (937) 431-9224
Directions
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First Command Financial Advisor - Chad Roberts
Location 51 Plum St Ste 260, Beavercreek, OH 45440, USA
Phone (937) 429-4490
Directions
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Stephen T Hester - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4404 Buckeye Ln ste 240, Beavercreek, OH 45440, USA
Phone (937) 458-0220
Directions
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Hannah Davis - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 67 Marydale Dr Ste A, Beavercreek, OH 45440, USA
Phone (937) 431-9224
Directions
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Edward Jones - Financial Advisor: Matt DiFilippo
SEC File# 801-3297
CRD# 250
Location 2149 N Fairfield Rd Suite C, Beavercreek, OH 45431, USA
Phone (937) 429-1014
Directions
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Carl Whitener - Raymond James
Location 50 Chestnut St #200, Beavercreek, OH 45440, USA
Phone (937) 431-6700
Directions
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Rodriguez Financial Strategies, LLC
5 out of 5
Location 4031 Colonel Glenn Hwy #107, Beavercreek, OH 45431, USA
Phone (937) 427-4292
Directions
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Edward Jones - Financial Advisor: Sean C Pierce
SEC File# 801-3297
CRD# 250
Location 70 Birch Alley Suite 242, Beavercreek, OH 45440, USA
Phone (937) 429-6883
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First Command Financial Advisor - Chris Corneilson
Location 51 Plum St Ste 260, Beavercreek, OH 45440, USA
Phone (937) 429-4490
Directions
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Edward Jones - Financial Advisor: Mike Reed
SEC File# 801-3297
CRD# 250
5 out of 5
Location 36 N Detroit St Suite 100, Xenia, OH 45385, USA
Phone (937) 374-2239
Directions
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First Command Financial Advisor - Pete Whelan
Location 51 Plum St Ste 260, Beavercreek, OH 45440, USA
Phone (937) 429-4490
Directions
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James Capital Alliance Inc
Location 1349 Fairground Rd, Xenia, OH 45385, USA
Phone (937) 429-7384
Directions
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Edward Jones - Financial Advisor: JC Collins, AAMS™|CRPC™
5 out of 5
Location 510 W Main St Suite 100, Fairborn, OH 45324, USA
Phone (937) 879-5699
Directions
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Saunders Financial Group
Location 3831 St Andrews Dr, Fairborn, OH 45324, USA
Phone (937) 572-8123
Directions
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Brent Dube - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4404 Buckeye Ln Ste 240, Beavercreek, OH 45440, USA
Phone (937) 458-0220
Directions
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Edward Jones - Financial Advisor: Craig L Bjorklund, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4027 Colonel Glenn Hwy Ste 405, Beavercreek, OH 45431, USA
Phone (937) 429-0915
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Sarah L Selke
SEC File# 801-3297
CRD# 250
Location 156 Progress Dr Suite A, Xenia, OH 45385, USA
Phone (937) 374-2525
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Tim Schmale
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1430 Oak Ct Suite 113, Beavercreek, OH 45430, USA
Phone (937) 956-6280
Time Monday: Closed Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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First Command Financial Advisor - Mike Amstutz
Location 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431, USA
Phone (937) 429-4490
Directions
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Edward Jones - Financial Advisor: Aaron L Jobson
SEC File# 801-3297
CRD# 250
Location 4027 Colonel Glenn Hwy Ste 405, Beavercreek, OH 45431, USA
Phone (937) 429-0915
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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The Bracci Stuart Group - Morgan Stanley
Location 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440, USA
Phone (937) 431-7800
Directions
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David Austria - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 67 Marydale Dr Ste A, Beavercreek, OH 45440, USA
Phone (937) 431-9224
Directions
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Spicer Wealth Management
Location 2655 Commons Blvd Ste 110, Beavercreek, OH 45431, USA
Phone (937) 426-3836
Directions
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C.H. Dean, LLC
Location 3500 Pentagon Blvd #200, Beavercreek, OH 45431, USA
Phone (937) 222-9531
Directions
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Randall Helt - Financial Advisor, Ameriprise Financial Services, LLC
Location 4404 Buckeye Ln Ste 240, Beavercreek, OH 45440, USA
Phone (937) 458-0220
Directions
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John Lumpkin Jr. - Morgan Stanley
Location 4380 Buckeye Ln Suite 200, Dayton, OH 45440, USA
Phone (937) 223-4086
Directions
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Stephan and Associates
SEC File# 801-60468
CRD# 113908
5 out of 5
Location 354 N Detroit St, Xenia, OH 45385, USA
Phone (937) 374-2002
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Rob Fortman II
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3979 D, Indian Ripple Rd, Beavercreek, OH 45440, USA
Phone (937) 427-4790
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Thurman Financial
Location PO Box 39, Xenia, OH 45385, USA
Phone (937) 429-4410
Directions
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Wright Financial Choice Inc
Location 2039 Bellbrook Ave # C, Xenia, OH 45385, USA
Phone (937) 372-8587
Directions
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Robert Hunsaker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 67 Marydale Dr ste a, Beavercreek, OH 45440, USA
Phone (937) 431-9224
Directions
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David Criner - Raymond James
3 out of 5
Location 50 Chestnut St, Beavercreek, OH 45440, USA
Phone (937) 431-6700
Directions
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Raymond James Financial Services
Location 650 N Detroit St, Xenia, OH 45385, USA
Phone (937) 374-2222
Directions
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Fairlead Financial Group
Location 665 Shayna Ln, Dayton, OH 45434, USA
Phone (937) 705-6514
Directions
Financial Advisors in Greene County, OH

Where Certified Financial Advisors in Greene County, OH Serve

Greene County, OH is a vibrant and diverse community nestled in the heart of the Miami Valley. From its historic landmarks to its top employers, this county has something for everyone. One of the most notable landmarks in Greene County is the National Museum of the United States Air Force, which features an extensive collection of aircraft and artifacts from the history of aviation. Other notable landmarks include the John Bryan State Park, the Xenia Station Railroad Museum, and the Clifton Mill. In terms of top employers, Greene County is home to a number of major companies, including Wright-Patterson Air Force Base, Premier Health Partners, and the Kettering Health Network. These companies provide a wide range of job opportunities for residents of the county. Major highways and streets in Greene County include Interstate 675, U.S. Route 35, and State Route 68. These roads provide easy access to nearby cities and attractions, making it easy for residents and visitors to get around.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greene County, OH can benefit greatly from the guidance of a financial advisor. With a population of over 160,000 people, the county is home to a diverse range of individuals with varying financial goals and needs. A financial advisor can help residents of Greene County plan for their futures by creating personalized investment strategies, managing debt, and setting realistic financial goals. Additionally, a financial advisor can provide guidance on specific issues that may be unique to Greene County, such as how to navigate the local real estate market or how to plan for retirement in a region with a high cost of living. Overall, a financial advisor can help residents of Greene County achieve greater financial stability and peace of mind.

Insurance Broker

Residents of Greene County, OH would greatly benefit from the services of an insurance broker. With a population of over 160,000, there are a wide range of insurance needs that must be met. An insurance broker can help residents navigate the complex world of insurance and find the best policies to meet their specific needs. For example, many residents in Greene County work in the manufacturing industry, which can come with unique risks and insurance requirements. An insurance broker can help these individuals find policies that provide adequate coverage for workplace accidents and injuries. Additionally, many residents in Greene County enjoy outdoor activities, such as hiking and boating. An insurance broker can help these individuals find policies that provide coverage for accidents and injuries that may occur during these activities. Overall, an insurance broker can provide valuable assistance to residents of Greene County, helping them find the best insurance policies to protect themselves and their families.

Retirement Planning

Residents of Greene County, OH could benefit greatly from the expertise of a retirement planner. With a population of over 160,000, many individuals in the county are likely approaching retirement age or already retired. A retirement planner can help these individuals navigate the complex world of retirement planning and ensure they are making the most of their savings and investments. In particular, residents of Greene County may face unique challenges such as navigating the local tax laws and understanding the options available for healthcare coverage. A retirement planner can provide personalized advice and guidance to help residents of Greene County achieve their retirement goals and enjoy their golden years with peace of mind.

Wealth Management

Residents of Greene County, OH can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing financial planning and investment advice tailored to the specific needs of the individual or family. For example, Greene County is home to many retirees who may need help managing their retirement savings to ensure they have enough income to support their lifestyle. Additionally, a wealth manager can assist with estate planning and tax strategies to help minimize taxes and maximize wealth transfer to future generations. Overall, a wealth manager can provide peace of mind and financial security to residents of Greene County, OH.

Mortgage Loan Officer

Residents of Greene County, OH can benefit greatly from the expertise of a mortgage loan officer. For starters, the officer can help them secure a mortgage loan to purchase their dream home. Additionally, the loan officer can provide guidance on the best mortgage options available in the county, which can help residents save money in the long run. Furthermore, residents can rely on the loan officer to help them navigate the complex mortgage application process, which can be quite daunting for those who are unfamiliar with it. With the help of a mortgage loan officer, residents of Greene County, OH can achieve their homeownership goals and enjoy the benefits of living in a great community that boasts excellent schools, beautiful parks, and a thriving economy.

Tax Services

Residents of Greene County, OH can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by providing guidance on tax deductions specific to the county. For example, Greene County residents who own farmland may be eligible for the Current Agricultural Use Value (CAUV) program, which offers significant property tax savings. A tax advisor can help navigate the complex requirements of this program and ensure that residents are taking advantage of all available deductions. Additionally, a tax advisor can assist with tax planning and preparation, helping residents maximize their refunds and minimize their tax liabilities. With the help of a knowledgeable tax advisor, Greene County residents can feel confident that they are making informed decisions about their finances and taking full advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Greene County, OH can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important for residents of Greene County, which has a large retiree population. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which can provide peace of mind for individuals and their families in the event of a medical emergency. Overall, working with an estate planning lawyer can help ensure that residents of Greene County have a solid plan in place for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Greene County, OH