Retirement Planning in Miami County, OH

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List of Firms

Top Retirement Planners in Miami County, OH

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McKee Asset Management
Location 8 S 3rd St, Tipp City, OH 45371, USA
Phone (937) 669-9098
Directions
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Cress Wealth Strategies
Location 1576 Mckaig Ave, Troy, OH 45373, USA
Phone (937) 552-9247
Directions
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Outlook Financial Center
5 out of 5
Location 305 Public Square SE Second Floor, Suite 4, Troy, OH 45373, USA
Phone (937) 552-9990
Directions
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Johnson Investment Counsel
SEC File# 801-60676
CRD# 117054
5 out of 5
Location 40 N Main St Suite 2110, Dayton, OH 45423, USA
Phone (937) 461-3790
Directions
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Pinnacle Investment Advisors, LLC
SEC File# 801-57298
CRD# 108086
5 out of 5
Location 21 Robin Hood Ln, Troy, OH 45373, USA
Phone (937) 667-6500
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Avignon - Business Advisors
Location 7605 Winding Way, Tipp City, OH 45371, USA
Phone (765) 277-6076
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Edward Jones - Financial Advisor: James J Cox
Location 211 Kenbrook Dr #6, Vandalia, OH 45377, USA
Phone (937) 890-2883
Directions
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C.H. Dean, LLC
Location 3500 Pentagon Blvd #200, Beavercreek, OH 45431, USA
Phone (937) 222-9531
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Coleman Retirement Solutions
5 out of 5
Location 45 Robin Hood Ln, Troy, OH 45373, USA
Phone (937) 339-0096
Directions
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Eikenberry Retirement Planning
SEC File# 801-68010
CRD# 141413
Location 1441 St Marys Ave, Sidney, OH 45365, USA
Phone (937) 498-1128
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Kayla Lara - Thrivent
Location 115 W Main St, Tipp City, OH 45371, USA
Phone (937) 667-8270
Directions
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Katterhenry Investment Group of NEST Capital
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 51 S Stanfield Rd, Troy, OH 45373, USA
Phone (937) 335-6646
Directions
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Dan Rench - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 20 South Ln, Troy, OH 45373, USA
Phone (937) 335-2437
Directions
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Aspyre Advisors
Location 61 N Dixie Dr suite c, Vandalia, OH 45377, USA
Phone (888) 316-0885
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Retirement Planning in Miami County, OH

About Miami County, OH for Those Planning to Retire

Miami County, OH is a vibrant and bustling area with a rich history and diverse culture. From its stunning landmarks to its top employers, this region has something for everyone. Some of the most notable landmarks in Miami County include the Piqua Historical Area State Memorial, the Hobart Arena, and the Miami County Courthouse. These iconic structures are not only visually stunning, but they also serve as important cultural and historical touchstones for the community. When it comes to top employers, Miami County is home to a wide range of businesses, including Crown Equipment Corporation, Upper Valley Medical Center, and Hobart Corporation. These companies provide a significant number of jobs and contribute to the region's economic growth and stability. In terms of major highways and streets, Miami County is well-connected to the rest of Ohio and beyond. The region is served by several major highways, including I-75, US-36, and OH-41.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Miami County, OH can benefit from a bank in numerous ways. For instance, with the county being home to several small businesses, a bank can provide financing options to entrepreneurs looking to start or expand their businesses. In addition, Miami County is known for its agricultural industry, and a bank can offer loans to farmers to purchase equipment or expand their farms. Furthermore, a bank can provide residents with a range of financial services, such as checking and savings accounts, credit cards, and investment options. With the county's growing population, a bank can also offer mortgage loans to individuals looking to purchase a home in the area. Overall, a bank can play a vital role in supporting the financial needs of Miami County's residents and businesses.

Insurance Broker

Residents of Miami County, OH can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complex healthcare system in the county. Miami County has a population of over 100,000 people, and many residents struggle to find affordable healthcare options. An insurance broker can help residents find the best insurance plans that fit their needs and budget. Additionally, Miami County is home to many small businesses, and an insurance broker can help these businesses find the best insurance plans for their employees. An insurance broker can also provide valuable advice on how to mitigate risks and protect assets in Miami County's unique climate, which experiences both hot summers and cold winters. Overall, an insurance broker can provide residents of Miami County with peace of mind by helping them find the best insurance plans and protect their assets.

Wealth Management

Residents of Miami County, OH can benefit from the expertise of a wealth manager in a variety of ways. One specific example is the management of their retirement savings. With the average age of Miami County residents being 39 years old, retirement planning is crucial. A wealth manager can help residents navigate the complex world of retirement savings, including 401(k) plans, IRAs, and other investment vehicles. They can also provide guidance on how to maximize retirement savings, taking into account factors such as tax implications and market fluctuations. Additionally, a wealth manager can assist residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances. This plan can include strategies for saving for college tuition, paying off debt, and managing cash flow. Overall, a wealth manager can provide invaluable support to Miami County residents as they work towards achieving their financial goals.

Financial Advisor

Residents of Miami County, OH can benefit greatly from the services of a financial advisor. With a population of over 100,000 people, Miami County is a diverse community with varying financial needs. A financial advisor can help residents navigate the complex world of investing, retirement planning, and debt management. Specifically, Miami County has a high percentage of small business owners who may need assistance with financial planning for their businesses. In addition, many residents in the county work in manufacturing or agriculture, which can have unique financial challenges. A financial advisor can help these individuals create a plan to save for retirement, manage their taxes, and protect their assets. With the right guidance, residents of Miami County can achieve their financial goals and enjoy a secure financial future.

Mortgage Loan Officer

Residents of Miami County, OH can benefit greatly from the expertise of a mortgage loan officer. With the county's population growing at a steady pace, the demand for affordable housing options is on the rise. A mortgage loan officer can assist residents in navigating the complex and often overwhelming process of securing a home loan. They can provide guidance on the various types of loans available, including those specific to first-time homebuyers or those with less-than-perfect credit. Additionally, a loan officer can help residents understand the unique real estate market of Miami County, OH, which is known for its diverse mix of urban and rural communities. With their knowledge of the local market, a loan officer can help residents find the best loan options to fit their individual needs and budget.

Tax Services

Residents of Miami County, OH could greatly benefit from the expertise of a tax advisor in a variety of ways. For example, with a population of over 100,000 people, Miami County has a significant number of small business owners who may require assistance in navigating the complex tax laws and regulations that apply to their operations. Additionally, many residents of Miami County are employed in industries such as agriculture and manufacturing, which often involve unique tax considerations that a tax advisor could help them to understand and optimize. With the recent changes to the tax code, it is more important than ever for residents of Miami County to seek out the guidance of a knowledgeable tax advisor who can help them to minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Miami County, OH can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This ensures that their assets are distributed according to their wishes and that their loved ones are taken care of after their passing. Additionally, an estate planning lawyer can help Miami County residents navigate the complexities of Ohio's probate laws, which can be particularly challenging in this county due to its large population and high number of estates. They can also assist with tax planning and asset protection strategies to minimize taxes and protect assets from creditors. Overall, working with an estate planning lawyer can provide peace of mind and ensure that Miami County residents are prepared for the future.

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