Retirement Planning in Trumbull County, OH

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Top Retirement Planners in Trumbull County, OH

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Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3378 State Rte 5 NE, Cortland, OH 44410, USA
Phone (330) 638-5525
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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Bryan Redmond - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 8886 E Market St, Warren, OH 44484, USA
Phone (330) 856-7069
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JERVIS FINANCIAL GROUP
5 out of 5
Location 8922 E Market St, Warren, OH 44484, USA
Phone (330) 984-0390
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Financial Security Management
SEC File# 801-81072
CRD# 116570
5 out of 5
Location 972 Youngstown Kingsville Rd SE, Vienna, OH 44473, USA
Phone (330) 539-1700
Directions
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Guidelight Financial Group, Ameriprise Financial, Inc.
Location 3378 State Rte 5, Cortland, OH 44410, USA
Phone (330) 638-5525
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Premier Financial Solutions
Location 8256 E Market St Ste 141, Warren, OH 44484, USA
Phone (330) 856-4921
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AMI Benefit Plan Administrators, Inc.
3 out of 5
Location 100 Terra Bella Dr, Youngstown, OH 44505, USA
Phone (330) 406-9021
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W3 Wealth Management Llc
Location 8700 E Market St, Warren, OH 44484, USA
Phone (330) 856-6345
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Financial Concept Group LLC
Location 5211 Mahoning Ave # 110, Youngstown, OH 44515, USA
Phone (330) 259-0744
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eplanning360
Location 9203 E Market St, Warren, OH 44484, USA
Phone (330) 856-2122
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Huntington Wealth Service
SEC File# 801-111055
CRD# 158043
Location 161 Main Ave SW, Warren, OH 44481, USA
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Edward Jones - Financial Advisor: Ted Stazak, CFP®|AAMS™
5 out of 5
Location 1889 Niles Cortland Rd NE, Warren, OH 44484, USA
Phone (330) 856-7082
Directions
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Raymond James Financial Services/Ristvey Investment Group
4 out of 5
Location 499 N Hermitage Rd, Hermitage, PA 16148, USA
Phone (724) 342-3388
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Thomas W Titus - Financial Advisor, Ameriprise Financial Services, LLC
Location 970 Windham Ct Ste 1A, Youngstown, OH 44512, USA
Phone (330) 333-7643
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Huntington Private Bank
Location 108 Main Ave SW, Warren, OH 44482, USA
Phone (330) 841-0249
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Ameriprise Financial
Location Cortland, OH 44410, USA
Phone (330) 638-1021
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Edelman Financial Engines
3 out of 5
Location 1449 Boardman-Canfield Rd Suite 170, Boardman, OH 44512, USA
Phone (833) 752-6333
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Capital Business Strategies
5 out of 5
Location 8845 E Market St #1, Warren, OH 44484, USA
Phone (330) 856-4732
Directions
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Timothy DeMay Financial Solutions
SEC File# 801-108875
CRD# 286085
Location 4484 Warner Rd, Fowler, OH 44418, USA
Phone (330) 637-1174
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The Emery Agency Inc
5 out of 5
Location 4479 Creekside Blvd, Vienna, OH 44473, USA
Phone (330) 539-1213
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Barzak Agency
SEC File# 801-30694
CRD# 106015
5 out of 5
Location 3008 State Rte 5 Unit D, Cortland, OH 44410, USA
Phone (330) 638-1883
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
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James Urchek - Prudential Financial
Location 4121 Greenmont Dr SE #4, Warren, OH 44484, USA
Phone (330) 856-9441
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Avalon Financial Services
Location 2 S Main St #303, Niles, OH 44446, USA
Phone (330) 544-4220
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Guidelight Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3378 State Rte 5, Cortland, OH 44410, USA
Phone (330) 638-5525
Directions
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Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
Location 3378 State Route 5 NE, Cortland, OH 44410, USA
Phone (330) 638-5525
Directions
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Grace Financial Services
5 out of 5
Location 7047 E Market St, Warren, OH 44484, USA
Phone (330) 369-2880
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G Earl Mowrey & Co LLC
Location 4964 Belmont Ave, Youngstown, OH 44505, USA
Phone (330) 759-3444
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Creative Retirement Planning, LLC
Location 411 Wolf Ledges Pkwy, Akron, OH 44311, USA
Phone (330) 253-6880
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Retirement Planning in Trumbull County, OH

About Trumbull County, OH for Those Planning to Retire

Trumbull County, OH is a vibrant and bustling area with a rich history and diverse community. From the iconic landmarks to the bustling streets, this county has something for everyone. At the heart of Trumbull County lies the city of Warren, which boasts an impressive array of landmarks, including the Trumbull Art Gallery, the National Packard Museum, and the historic Warren G. Harding Home. Other notable landmarks in the area include the Mosquito Lake State Park, the Meander Reservoir, and the Girard-Liberty Memorial Park. The county is also home to a number of top employers, including General Motors, Mercy Health, and the Trumbull County Board of Developmental Disabilities. These companies provide a wide range of employment opportunities for residents of the area, from manufacturing and healthcare to education and social services. Major highways and streets crisscross the county, including Interstate 80, State Route 11, and State Route 82.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Trumbull County, OH could benefit from a bank in numerous ways. For starters, the bank could offer various financial products and services that cater to the specific needs of the residents of this county. Trumbull County is known for its diverse economy, which includes manufacturing, healthcare, and education sectors. Therefore, a bank could provide loans and lines of credit to small businesses in these industries to help them grow and create more job opportunities for the locals. Additionally, the bank could offer financial education programs to help residents improve their financial literacy and make informed decisions about their money. Trumbull County also has a high poverty rate, and a bank could offer affordable banking solutions that do not require high minimum balances or fees, making it easier for low-income residents to access financial services. Overall, a bank could play a vital role in supporting the economic growth and financial well-being of the residents of Trumbull County, OH.

Insurance Broker

Residents of Trumbull County, OH can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the coverage they need for their unique circumstances. This is particularly important in Trumbull County, which is located in a region that is prone to severe weather events, such as tornadoes and floods. An insurance broker can help residents understand the risks associated with these events and ensure that they have adequate coverage in place to protect their homes and belongings. Additionally, an insurance broker can help residents find affordable insurance options, which is especially important in a county where the median household income is below the national average. By working with an insurance broker, residents of Trumbull County can ensure that they have the right coverage at a price they can afford.

Wealth Management

Residents of Trumbull County, OH could benefit from the services of a wealth manager in a multitude of ways. One specific example is the management of their retirement funds. With the county's aging population, many individuals are nearing retirement age and need guidance on how to maximize their savings and investments to ensure a comfortable retirement. A wealth manager can provide expert advice on investment strategies, tax implications, and risk management to help residents of Trumbull County, OH achieve their retirement goals. Additionally, with the county's diverse economy, which includes manufacturing, healthcare, and education industries, a wealth manager can help individuals navigate the complexities of their specific industry and develop a personalized financial plan. Whether it's saving for a child's education or planning for long-term care expenses, a wealth manager can provide valuable insight and support to residents of Trumbull County, OH.

Financial Advisor

Trumbull County, OH is a community that could greatly benefit from the guidance of a financial advisor. With a median household income of $44,000, many residents may struggle to make ends meet and plan for their financial futures. A financial advisor could help residents create a budget that fits their unique needs and goals, as well as provide advice on how to save for emergencies and retirement. Additionally, with a poverty rate of 15%, many residents may be living paycheck to paycheck and may not have the knowledge or resources to invest their money wisely. A financial advisor could help residents make informed decisions about investments and create a diversified portfolio that aligns with their risk tolerance. With the guidance of a financial advisor, residents of Trumbull County could feel more confident and secure in their financial futures.

Mortgage Loan Officer

Residents of Trumbull County, OH can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can assist in providing financial advice and guidance on the best mortgage options available to them. Trumbull County is known for its diverse population, which includes both urban and rural areas. This diversity presents unique challenges for residents seeking to secure a mortgage loan, as different areas may have varying property values and lending requirements. A mortgage loan officer can help navigate these complexities and help residents find a mortgage that fits their specific needs. Additionally, the officer can assist in the application process, ensuring that all necessary documents are submitted correctly and on time. This can be especially helpful for first-time homebuyers who may be unfamiliar with the process. Overall, the services of a mortgage loan officer can be invaluable to residents of Trumbull County, OH looking to purchase a home.

Tax Services

Residents of Trumbull County, OH can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to Trumbull County, OH. For example, Trumbull County, OH has a local income tax that is imposed on individuals who live or work in the county. A tax advisor can help residents understand their tax obligations and ensure that they are filing their taxes correctly. Additionally, a tax advisor can help residents maximize their tax deductions and credits, which can result in significant savings. For instance, residents who own property in Trumbull County, OH may be eligible for property tax deductions or credits. A tax advisor can help residents identify these opportunities and take advantage of them. Overall, a tax advisor can provide invaluable assistance to residents of Trumbull County, OH in navigating their tax obligations and maximizing their tax savings.

Estate Planning Lawyer

Residents of Trumbull 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 outlines how their assets will be distributed after their death. This is particularly important for residents of Trumbull County, OH, which has a large elderly population. An estate planning lawyer can also help residents minimize estate taxes, protect their assets from creditors, and ensure that their wishes are carried out in the event of their incapacity or death. Additionally, an estate planning lawyer can assist with the creation of trusts, which can be used to provide for the care of minor children or elderly family members. Overall, the services of an estate planning lawyer can provide peace of mind and ensure that residents of Trumbull County, OH have a plan in place for the future.

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