Best Financial Advisors in Canfield, OH

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Canfield, OH Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Victoria Branca, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4259 Boardman-Canfield Rd Suite 3, Canfield, OH 44406, USA
Phone (330) 702-1398
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Byron Abrigg, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 4 W Main St, Canfield, OH 44406, USA
Phone (330) 533-1810
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
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Joel D Matthews Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, USA
Phone (330) 286-0455
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Morgan Stanley Financial Advisors
5 out of 5
Location 3635 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 286-4391
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Michael Lytle
SEC File# 801-111055
CRD# 158043
Location 43 N Broad St, Canfield, OH 44406, USA
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Merrill Lynch Wealth Management Advisor John W Beato
Location 4137 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 702-7330
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Kiefer Financial Services
5 out of 5
Location 6715 Tippecanoe Rd, Canfield, OH 44406, USA
Phone (330) 533-2174
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Merrill Lynch Wealth Management Advisor Quinn S Jones
Location 4137 Boardman-Canfield Rd Suite 201, Canfield, OH 44406, USA
Phone (330) 702-7164
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Renee Hefner - Financial Advisor, Ameriprise Financial Services, LLC
Location 6599 Seville Dr Ste 100, Canfield, OH 44406, USA
Phone (330) 967-0015
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The Buckeye Group - Morgan Stanley
Location 3635 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 286-4409
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Financial Advisors in Canfield, OH

Where Certified Financial Advisors in Canfield, OH Serve

Canfield, OH is a charming town located in Mahoning County that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the picturesque gazebo in the town square to the historic Canfield Fairgrounds, there is no shortage of things to see and do in this vibrant community. Some of the top employers in the area include Mercy Health, Farmers National Bank, and Canfield Local Schools, providing ample job opportunities for residents. Major highways such as Interstate 76 and US Route 224 run through the town, making it easily accessible for commuters and travelers alike. Canfield is comprised of several unique neighborhoods, including the scenic Colonial Heights and the family-friendly Westford Commons. With its rich history, thriving economy, and close-knit community, Canfield is truly a gem in the heart of Ohio.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Canfield, OH can benefit greatly from the services of a financial advisor. With the average household income in Canfield being higher than the national average, many residents may have more complex financial situations that require professional guidance. A financial advisor can help residents of Canfield create a personalized financial plan that takes into account their unique circumstances, such as the high property taxes in Mahoning County. Additionally, a financial advisor can provide advice on retirement planning, investment strategies, and tax planning to help residents achieve their financial goals. With the help of a financial advisor, residents of Canfield can feel more confident in their financial decisions and have peace of mind knowing that their financial future is in good hands.

Insurance Broker

Residents of Canfield, OH can greatly benefit from the expertise of an insurance broker. With the town's close proximity to major highways and busy roads, car accidents are unfortunately a common occurrence. An insurance broker can help residents navigate the complex world of auto insurance and find a policy that fits their specific needs and budget. Additionally, with severe weather patterns in the area, home insurance is another important aspect to consider. An insurance broker can help residents understand the different types of coverage available and ensure they have adequate protection in the event of a natural disaster. Overall, an insurance broker can provide peace of mind to Canfield residents by helping them make informed decisions about their insurance coverage.

Retirement Planning

Residents of Canfield, OH could greatly benefit from the assistance of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, many residents of Canfield may have worked in the manufacturing industry, which can come with its own set of retirement challenges. A retirement planner could help navigate these challenges and create a plan that ensures a comfortable retirement. Additionally, with the median age of Canfield residents being 45 years old, it's important to start planning for retirement sooner rather than later. A retirement planner can provide guidance on how to maximize retirement savings and investments, as well as provide strategies for managing debt and other financial obligations. Overall, a retirement planner can be an invaluable resource for residents of Canfield looking to secure their financial future.

Wealth Management

Residents of Canfield, OH can benefit greatly from the expertise of a wealth manager. With a population of just over 7,000, Canfield is a tight-knit community where many families have lived for generations. A wealth manager can help these families with financial planning, retirement savings, and investment strategies. In particular, Canfield residents may benefit from the wealth manager's knowledge of the local economy. The town's economy is largely driven by small businesses, and a wealth manager can help residents navigate the unique challenges and opportunities of investing in these types of ventures. Additionally, a wealth manager can help residents plan for the future by creating a customized financial plan that takes into account their specific goals and needs. Whether it's saving for college tuition or planning for retirement, a wealth manager can provide the guidance and support that residents need to achieve their financial goals.

Mortgage Loan Officer

Residents of Canfield, OH can benefit greatly from the services of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their existing mortgage, a loan officer can provide them with expert guidance and support throughout the entire process. In a town like Canfield, where the median home value is higher than the state average, a loan officer can help residents navigate the complex world of mortgage lending and find the best possible rates and terms. They can also help residents understand the various types of mortgage products available to them, such as fixed-rate or adjustable-rate mortgages, and help them choose the one that is right for their individual needs and financial situation. With the help of a mortgage loan officer, residents of Canfield can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Canfield, OH can greatly benefit from the expertise of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult for individuals to navigate the complex world of taxes on their own. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. In Canfield, OH specifically, a tax advisor can also assist with navigating the state and local tax laws, which can differ from other areas. Additionally, with the recent economic impact of the COVID-19 pandemic, a tax advisor can provide insight on available relief programs and how to best utilize them. Overall, a tax advisor can provide valuable assistance to residents of Canfield, OH in navigating the complex world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Canfield, OH could benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a will, which outlines how a person's assets will be distributed after they pass away. This is especially important for residents of Canfield, OH, where the median age is 46.7 years old. As people age, it becomes more important to have a plan in place to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Canfield, OH with other important tasks such as creating a trust, setting up a power of attorney, and planning for long-term care. By working with an experienced estate planning lawyer, residents of Canfield, OH can ensure that their wishes are respected and their assets are protected.

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