Retirement Planning in Mahoning County, OH

We did the hard work of finding trustworthy partners in Mahoning County, OH. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Mahoning County, OH

generic_business-71
Joseph T Joseph Investment Ltd
Location 8347 Stoney Creek Dr, Youngstown, OH 44512, USA
Phone (330) 758-0929
Directions
generic_business-71
Lytle & Co
Location 43 N Broad St, Canfield, OH 44406, USA
Phone (330) 702-1560
Directions
generic_business-71
The Buckeye Group - Morgan Stanley
Location 3635 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 286-4409
Language https://advisor.morganstanley.com/the-buckeye-group?y_source=1_MTA4Mjg2MDItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
Capital Wealth Group - Raymond James
Location 5731 Shields Rd, Canfield, OH 44406, USA
Phone (330) 702-1492
Language https://www.raymondjames.com/capitalwealthgrp
Directions
generic_business-71
Christina M Matthews - Financial Advisor, Ameriprise Financial Services, LLC
Location 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, USA
Phone (330) 286-0455
Language https://www.ameripriseadvisors.com/Christina.Matthews/?cid=IP_local_google
Directions
generic_business-71
Michael Lytle
Location 43 N Broad St, Canfield, OH 44406, USA
Directions
generic_business-71
Lehner Shope Wealth Group
Location 4366 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 356-8929
Language https://lcswealth.com/
Directions
generic_business-71
Renee Hefner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6599 Seville Dr Ste 100, Canfield, OH 44406, USA
Phone (330) 967-0015
Language https://www.ameripriseadvisors.com/Renee.Hefner/?cid=IP_local_google
Directions
generic_business-71
Stephanie McCarty - Thrivent
Location 46 S Main St, Poland, OH 44514, USA
Phone (330) 668-4720
Language https://connect.thrivent.com/stephanie-mccarty?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzczNTYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
Matthews Joel D
Location 950 Windham Ct, Youngstown, OH 44512, USA
Phone (330) 729-0173
Directions
generic_business-71
JanJanin Financial Group
Location 1045 Tiffany S #1, Youngstown, OH 44514, USA
Phone (330) 953-3043
Language http://www.janicejanjanin.com/
Directions
generic_business-71
Bury Financial Group
4 out of 5
Location 7620 Market St UNIT 5, Youngstown, OH 44512, USA
Phone (330) 757-1992
Language http://www.buryfinancial.com/
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor George M Albertini
5 out of 5
Location 4137 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 702-7314
Language https://fa.ml.com/ohio/canfield/the-albertini-hargate-group
Directions
generic_business-71
Sally A Walker - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 950 Windham Ct #2, Youngstown, OH 44512, USA
Phone (330) 729-1096
Language http://www.ameripriseadvisors.com/sally.a.walker/profile/?cid=IP_local_Google
Directions
generic_business-71
Mandie L Hiznay Financial Planner
5 out of 5
Location 7857 Bendemeer Dr, Youngstown, OH 44514, USA
Phone (330) 757-7776
Directions
generic_business-71
Daprile Financial LLC
Location 3887 Starr Centre Dr, Canfield, OH 44406, USA
Phone (330) 533-1235
Language http://daprilefinancial.com/
Directions
Retirement Planning in Mahoning County, OH

About Mahoning County, OH for Those Planning to Retire

Mahoning County, OH is a vibrant and bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Mill Creek Park to the historic Stambaugh Auditorium, there is no shortage of places to explore and enjoy. The top employers in the county include General Motors, Mercy Health, and Youngstown State University, providing a diverse range of employment opportunities. Major highways such as I-76, I-80, and I-680 make travel throughout the county and beyond a breeze. The neighborhoods of Mahoning County are equally diverse, from the trendy downtown area to the charming suburbs of Boardman and Canfield. With so much to see and do, Mahoning County is a must-visit destination for anyone looking for a taste of Ohio's rich history and culture.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mahoning County, OH could benefit from a bank in a variety of ways. Firstly, a bank could provide financial education to the community, which is especially important in a county where the poverty rate is higher than the national average. This education could include budgeting, saving, and investing tips to help residents make the most of their money. Additionally, a bank could offer loans to small businesses in the area, which could stimulate economic growth and create more job opportunities. Furthermore, a bank could provide access to online banking and mobile apps, which would be particularly helpful for residents who live in rural areas and may not have easy access to a physical bank location. Overall, a bank could play a crucial role in improving the financial well-being of Mahoning County's residents.

Insurance Broker

Residents of Mahoning County, OH can benefit greatly from the services of an insurance broker. With the county's diverse population and varied economic landscape, navigating the insurance market can be a daunting task. An experienced broker can provide personalized guidance and help residents select the right policies to meet their unique needs. For example, with the county's high rates of poverty and unemployment, an insurance broker can help residents find affordable health insurance options that provide adequate coverage. Additionally, with the county's history of severe weather events, such as tornadoes and flooding, a broker can assist residents in obtaining comprehensive homeowners insurance policies that protect against unexpected damage. Overall, an insurance broker can provide invaluable support to Mahoning County residents in navigating the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Mahoning County, OH can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them plan and manage their finances more effectively. This can include creating a personalized investment portfolio, providing advice on tax planning, and developing a comprehensive financial plan for retirement. Additionally, a wealth manager can provide guidance on estate planning and help residents navigate the complexities of inheritance laws in Ohio. Given that Mahoning County is home to a significant number of retirees and elderly residents, a wealth manager can play a critical role in ensuring that their financial needs are met and that they can enjoy a comfortable retirement. Furthermore, a wealth manager can help residents navigate the volatile economic conditions in the region, which has seen a decline in manufacturing jobs and a shift towards service-based industries. Overall, a wealth manager can provide invaluable support and guidance to residents of Mahoning County, OH, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Mahoning County, OH can greatly benefit from the expertise of a financial advisor. With a median household income of $44,000 and a poverty rate of 18.4%, many families in the area struggle to make ends meet. A financial advisor can help residents create a budget, develop a savings plan, and invest wisely to reach their financial goals. Additionally, with the county's strong manufacturing industry, a financial advisor can assist individuals in navigating the complexities of employer-sponsored retirement plans and maximizing their benefits. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, a financial advisor can provide guidance on managing debt and accessing government assistance programs. In short, a financial advisor can be a valuable resource for residents of Mahoning County, OH seeking to improve their financial well-being and secure their future.

Mortgage Loan Officer

Residents of Mahoning County, OH could benefit from the assistance of a mortgage loan officer in a multitude of ways. For instance, these professionals can help individuals navigate the complex process of securing a mortgage loan, providing guidance on everything from credit scores and down payments to interest rates and closing costs. Additionally, mortgage loan officers can offer advice on the best types of loans for specific situations, such as first-time homebuyers or those looking to refinance. In Mahoning County, OH, where the median home value is $80,700, a mortgage loan officer can be especially helpful in finding affordable loan options that fit within residents' budgets. Furthermore, with a population of over 230,000 people, Mahoning County has a diverse range of residents with unique financial needs, making the expertise of a mortgage loan officer all the more valuable.

Tax Services

Residents of Mahoning County, OH can benefit from the expertise of a tax advisor in many ways. For instance, Mahoning County is home to a diverse range of industries, including manufacturing, healthcare, and education. A tax advisor can help residents navigate the complex tax laws and regulations that apply to these industries, ensuring that they are able to take advantage of all available deductions and credits. Additionally, Mahoning County is known for its vibrant arts and cultural scene, which includes numerous museums, galleries, and theaters. A tax advisor can provide guidance on how to maximize deductions for donations to these organizations, as well as on how to take advantage of tax incentives for investing in the local arts community. Overall, a tax advisor can help residents of Mahoning County save money, reduce their tax liability, and make the most of their financial resources.

Estate Planning Lawyer

Residents of Mahoning County, OH can benefit from an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be of great assistance is in the preservation of family farms. Mahoning County is home to a significant number of family farms that have been passed down from generation to generation. However, without proper estate planning, these farms may be subject to estate taxes and other legal issues that could force the family to sell the land. An estate planning lawyer can help families create a plan that will ensure the farm remains in the family for years to come. Additionally, an estate planning lawyer can assist with creating wills, trusts, and other legal documents that will protect assets and ensure that they are distributed according to the individual's wishes. Overall, an estate planning lawyer can provide invaluable assistance to residents of Mahoning County, OH in protecting their assets and ensuring their legacy lives on.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Mahoning County, OH can be incredibly beneficial for those looking to secure their financial future. With a wide range of services available, including investment advice, tax planning, and estate planning, retirees can feel confident in their ability to maintain their standard of living well into their golden years. Mahoning County, OH is known for its diverse population, which means that retirement planners in the area are equipped to handle a variety of unique financial situations. From helping clients navigate complex tax laws to creating personalized investment portfolios, retirement planners in Mahoning County, OH have the expertise and experience necessary to help retirees achieve their financial goals. With so many options available, it's easy to see why so many retirees in Mahoning County, OH turn to retirement planners for guidance and support.

Mahoning County, OH is an ideal location for anyone seeking a retirement planner. With its rich history and diverse population, this county offers a unique perspective on financial planning that cannot be found elsewhere. One of the most significant advantages of working with a retirement planner in Mahoning County is the wealth of knowledge and experience they possess. These professionals are intimately familiar with the local economy and can provide personalized advice tailored to each client's unique circumstances. Furthermore, Mahoning County is home to a thriving business community, which means that retirees have access to a wide range of investment opportunities. Whether you're looking to invest in real estate, stocks, or bonds, a retirement planner in Mahoning County can help you navigate the complex financial landscape and achieve your retirement goals. So if you're looking for a trusted advisor to help you plan for the future, look no further than Mahoning County, OH.