Best Financial Advisors in Montgomery County, OH

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List of Firms

Montgomery County, OH Fiduciary Financial Advisors

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Jason D. Fisher - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10050 Innovation Drive Ste 310, Miamisburg, OH 45342, USA
Phone (937) 312-8002
Directions
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Christopher House - Raymond James
Location 1700 Lyons Rd, Dayton, OH 45458, USA
Phone (937) 866-0197
Directions
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Edward Jones - Financial Advisor: Jan Runkle, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10 S Main St, Miamisburg, OH 45342, USA
Phone (937) 859-1955
Directions
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Behnken Financial Services, Inc.
SEC File# 801-121421
CRD# 106389
5 out of 5
Location 475 Arlington Rd, Brookville, OH 45309, USA
Phone (937) 833-4043
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Comprehensive Planning Group
Location 2305 Far Hills Ave # 205, Dayton, OH 45419, USA
Phone (937) 434-9688
Directions
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Feldmeyer Financial Group - Ameriprise Financial Services, LLC
5 out of 5
Location 6500 Centerville Business Pkwy, Dayton, OH 45459, USA
Phone (937) 610-5570
Directions
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Petra Financial Solutions Inc.
SEC File# 801-33020
CRD# 10299
5 out of 5
Location 7333 Paragon Rd Suite 250, Washington Township, OH 45459, USA
Phone (937) 294-9000
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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American Financial Services
Location 7965 Washington Woods Dr, Washington Township, OH 45459, USA
Phone (937) 435-4681
Directions
Financial Advisors in Montgomery County, OH

Where Certified Financial Advisors in Montgomery County, OH Serve

Montgomery County, OH is a vibrant and diverse community located in the heart of Ohio. The county boasts a plethora of landmarks, including the Dayton Art Institute, the National Museum of the United States Air Force, and the Dayton Aviation Heritage National Historical Park. These cultural institutions attract visitors from all over the world and provide a rich tapestry of history and art. In addition to its cultural offerings, Montgomery County is home to several top employers, including Premier Health, Wright-Patterson Air Force Base, and the University of Dayton. These institutions provide a wealth of job opportunities and contribute significantly to the local economy. Major highways and streets in Montgomery County include I-75, I-70, and US-35, which provide easy access to nearby cities like Cincinnati, Columbus, and Indianapolis. The county is also home to several vibrant neighborhoods, including Dayton's Oregon District, which is known for its lively nightlife and diverse dining options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Montgomery County, OH can greatly benefit from the expertise of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Montgomery County, where the cost of living is higher than the national average and many residents may struggle to make ends meet. A financial advisor can help residents make smart investment decisions, create a budget that works for them, and plan for retirement. Additionally, a financial advisor can provide guidance on how to navigate the local tax laws and regulations, which can be especially complex in Montgomery County. Overall, working with a financial advisor can help residents of Montgomery County achieve financial stability and peace of mind.

Insurance Broker

Residents of Montgomery County, OH can benefit greatly from the services of an insurance broker. With the county being home to a large population of over 530,000 people, finding the right insurance coverage can be a daunting task. An experienced insurance broker can help residents navigate the complexities of insurance policies, find the best coverage for their unique needs, and ensure that they are not paying more than they need to for their insurance. For example, an insurance broker can help Montgomery County residents who live in flood-prone areas find affordable flood insurance policies to protect their homes and belongings. Additionally, insurance brokers can help residents who are self-employed or have small businesses find the right insurance coverage to protect their businesses and assets.

Retirement Planning

Residents of Montgomery County, OH can benefit from the guidance of a retirement planner in a variety of ways. One of the most common ways is by helping them develop a comprehensive retirement plan that takes into account their unique financial situation, goals, and aspirations. A retirement planner can also help residents of Montgomery County, OH navigate the complexities of Social Security, Medicare, and other retirement-related programs. Additionally, a retirement planner can provide valuable advice on tax-efficient investment strategies, estate planning, and long-term care options. With the expertise and guidance of a retirement planner, residents of Montgomery County, OH can feel confident and empowered as they navigate the often daunting world of retirement planning.

Wealth Management

Residents of Montgomery County, OH can greatly benefit from the expertise of a wealth manager. The most common ways that a wealth manager can assist individuals in this area include creating investment portfolios that align with their financial goals, providing guidance on retirement planning, and developing strategies to minimize taxes. Additionally, with Dayton being the largest city in Montgomery County, many residents may have access to employer-sponsored retirement plans or stock options, which can be complex to navigate without professional assistance. A wealth manager can help individuals understand the potential benefits and risks of these options, and provide guidance on how to best utilize them to achieve their financial objectives. Overall, a wealth manager can provide invaluable support to residents of Montgomery County, OH as they navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Montgomery County, OH can benefit from the assistance of a mortgage loan officer in various ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage. This includes providing guidance on the different types of loans available, explaining the requirements for each type of loan, and helping residents find the best loan for their specific financial situation. Additionally, a mortgage loan officer can help residents with credit issues, such as improving their credit score or addressing any negative marks on their credit report. This is particularly important in Montgomery County, as the area has a diverse population with varying financial backgrounds. A skilled mortgage loan officer can help residents overcome any obstacles and achieve their dream of homeownership.

Tax Services

Residents of Montgomery County, OH can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to the county. For example, Montgomery County has its own unique tax laws that residents must adhere to, such as the county's sales tax rate and property tax laws. A tax advisor can help residents understand these laws and ensure that they are filing their taxes correctly and taking advantage of any available deductions or credits. Additionally, a tax advisor can provide personalized advice on how to minimize tax liabilities and plan for future financial goals. With the help of a tax advisor, residents of Montgomery County can feel confident that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Montgomery County, 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 comprehensive estate plan that includes a will, trust, and power of attorney. This can ensure that a person's assets are distributed according to their wishes and that their loved ones are taken care of after their passing. In Montgomery County, OH, where there is a significant aging population, an estate planning lawyer can also assist with long-term care planning and Medicaid planning. This can help individuals and families navigate the complex rules and regulations surrounding Medicaid eligibility and ensure that they receive the care they need without sacrificing their life savings. Overall, an estate planning lawyer can provide invaluable support and guidance to residents of Montgomery County, OH as they plan for the future and protect their assets.

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FAQs About Personal Financial Advisors in Montgomery County, OH