Retirement Planning in Youngstown, OH

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List of Firms

Top Retirement Planners in Youngstown, OH

Lighthouse Financial
SEC File# 801-78290
CRD# 121496
Location 1040 S Commons Pl #201, Youngstown, OH 44514, USA
Phone (330) 758-7545
Directions
The Handel2 Group - Ameriprise Financial Services, LLC
Location 940 Windham Ct Ste 8, Youngstown, OH 44512, USA
Phone (330) 729-0173
Language https://www.ameripriseadvisors.com/team/the-handel2-group/?cid=IP_local_google
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 55 N Canfield Niles Rd, Youngstown, OH 44515, USA
Phone (330) 799-7094
Language https://www.northwesternmutual.com/financial-professional-locator?address=55%20N%20Canfield%20Niles%20Rd,44515?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
JanJanin Financial Group
Location 1045 Tiffany S #1, Youngstown, OH 44514, USA
Phone (330) 953-3043
Language http://www.janicejanjanin.com/
Directions
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
FEIC Financial Inc
Location 147 W Federal St, Youngstown, OH 44503, USA
Phone (330) 746-0203
Directions
Carlozzi Financial Services
5 out of 5
Location 831 Southwestern Run #1, Youngstown, OH 44514, USA
Phone (330) 758-8360
Language http://www.carlozzifinancialservices.com/
Directions
Rafoth James
Location 108 W Western Reserve Rd, Youngstown, OH 44514, USA
Phone (330) 758-0575
Directions
Retirement Planning in Youngstown, OH

About Youngstown, OH for Those Planning to Retire

Nestled in the heart of northeastern Ohio, Youngstown is a city that boasts a rich history and vibrant culture. From the iconic landmarks that dot the skyline to the bustling streets and neighborhoods that make up this bustling metropolis, there's something for everyone in Youngstown. Some of the most notable landmarks in Youngstown include the historic Stambaugh Auditorium, the iconic Youngstown State University campus, and the breathtaking Mill Creek Park. These landmarks are not only a testament to the city's rich history, but also serve as a hub for cultural events and entertainment. Youngstown is also home to a number of top employers, including General Motors, Mercy Health, and Youngstown State University. These companies provide thousands of jobs to residents of the city, and help to drive the local economy forward. When it comes to transportation, Youngstown is easily accessible via major highways such as I-80 and I-76, which connect the city to other major metropolitan areas in the region.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Youngstown, OH can benefit from a bank in a myriad of ways. For starters, banks can help individuals and businesses in Youngstown with their financial needs, such as providing loans for home or business purchases, offering credit cards for everyday expenses, and helping to establish and grow savings accounts. Additionally, banks can aid in financial planning and investment management, helping residents in Youngstown to make informed decisions about their money. One specific way that a bank can help in Youngstown is by providing support for small businesses, which are a vital part of the city's economy. Banks can offer small business loans and lines of credit, as well as financial advice and resources to help entrepreneurs grow their businesses. With the right banking partner, residents of Youngstown can feel confident in their financial future and have the support they need to achieve their goals.

Insurance Broker

Residents of Youngstown, OH can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents of Youngstown, OH to navigate the complex insurance industry and choose the right policies that suit their unique needs. This is particularly important in Youngstown, OH, where the economy is primarily driven by the manufacturing industry, which poses unique risks to businesses and individuals alike. Additionally, an insurance broker can help residents of Youngstown, OH to secure affordable insurance policies that offer comprehensive coverage against various risks, such as natural disasters, theft, and liability claims. This is crucial in Youngstown, OH, where the crime rate is relatively high, and the region is prone to natural disasters such as flooding. Overall, an insurance broker can help residents of Youngstown, OH to mitigate the financial risks associated with unforeseen events and secure their financial future.

Wealth Management

Residents of Youngstown, OH can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can assist in creating a personalized financial plan that aligns with the specific needs and goals of the individual. This is especially important in Youngstown, OH, where the economy has been struggling for years due to the decline of the steel industry. A wealth manager can help residents navigate the economic challenges and create a plan that ensures their financial stability. Additionally, a wealth manager can provide investment advice, helping residents to make informed decisions about where to invest their money. This is crucial in Youngstown, OH, where the job market is limited, and residents may need to rely on their investments to supplement their income. Finally, a wealth manager can help residents plan for retirement, ensuring that they have enough savings to live comfortably during their golden years. In a city like Youngstown, OH, where many retirees are struggling to make ends meet, this service can be invaluable.

Financial Advisor

Residents of Youngstown, OH could benefit from the guidance of a financial advisor in several ways. Firstly, Youngstown is a city that has been hit hard by economic downturns and job losses in recent years. A financial advisor could assist residents in creating a budget and managing their finances in a way that helps them weather these difficult times. Additionally, Youngstown has a large population of retirees who may need help with retirement planning and investment strategies. A financial advisor could provide valuable advice on how to maximize retirement savings and make informed decisions about investments. Finally, Youngstown is a city with a high poverty rate, and many residents may struggle with debt and financial insecurity. A financial advisor could work with these individuals to develop a plan to pay off debt, improve credit scores, and build a stronger financial future. Overall, a financial advisor could be a valuable resource for residents of Youngstown, OH, helping them navigate the challenges of an uncertain economic landscape and achieve financial stability.

Mortgage Loan Officer

Residents of Youngstown, OH can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can assist in identifying suitable mortgage programs that align with the unique financial situations of the residents. Youngstown, OH is a city with a rich industrial history, but in recent years, it has faced economic challenges, including job losses and a decline in population. Therefore, the loan officer can help residents navigate the complex mortgage market and access affordable financing options that enable them to purchase or refinance a home. Secondly, the loan officer can provide personalized guidance throughout the mortgage process, from pre-approval to closing. This includes helping residents understand the terms and conditions of their mortgage, as well as assisting them in gathering the necessary documentation. Lastly, the loan officer can help residents avoid common pitfalls that may lead to foreclosure, such as missed payments or excessive debt.

Tax Services

Residents of Youngstown, OH could greatly benefit from the assistance of a tax advisor in several ways. Firstly, due to the city's high poverty rate, many residents may not be aware of the various tax credits and deductions available to them, such as the Earned Income Tax Credit or the Child Tax Credit. A tax advisor could help these individuals navigate the complex tax code and ensure they are receiving all the benefits they are entitled to. Additionally, Youngstown has a large number of small business owners who may struggle with tax compliance and planning. A tax advisor could provide guidance on issues such as payroll taxes, sales tax, and deductions for business expenses. Finally, with the recent closure of the Lordstown GM plant, many residents may be facing unemployment or reduced income. A tax advisor could help these individuals understand the tax implications of their situation and develop a plan to minimize their tax burden.

Estate Planning Lawyer

Residents of Youngstown, OH can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. Youngstown, OH is a city with a rich industrial history, and many of its residents have accumulated significant assets throughout their lives. An estate planning lawyer can help them create a plan that takes into account their unique circumstances, such as the potential for mineral rights or other valuable assets that may be found on their property. Additionally, an estate planning lawyer can help Youngstown residents establish trusts or other legal entities to protect their assets from creditors or other potential threats. With the help of an experienced estate planning lawyer, residents of Youngstown, OH can have peace of mind knowing that their assets will be protected and distributed according to their wishes.

Youngstown, OH Financial Resources

Youngstown, OH Chamber of Commerce

https://www.regionalchamber.com/

Youngstown, OH City Hall

https://youngstownohio.gov/

Youngstown, OH Public Library

https://www.libraryvisit.org/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Youngstown, OH can provide a comprehensive approach to help individuals achieve their retirement goals. With its rich history as a hub for steel production, Youngstown has a unique economic landscape that requires a tailored approach to retirement planning. A retirement planner in Youngstown can provide advice on how to navigate potential economic downturns and market fluctuations, as well as offer guidance on how to maximize retirement savings through tax-efficient strategies. Additionally, a retirement planner can help individuals in Youngstown plan for healthcare costs in retirement, which can be especially important given the city's aging population. Overall, working with a retirement planner in Youngstown can provide peace of mind and a clear path towards a secure retirement.

Youngstown, OH is the ultimate destination when it comes to finding a retirement planner. Its strategic location in the heart of Ohio provides an excellent platform for financial planning and investment. The city's rich history, diverse culture, and scenic beauty make it a perfect place to retire and enjoy the golden years of life. With a team of highly qualified and experienced financial planners, Youngstown offers a plethora of retirement planning services that cater to the unique needs of every individual. The city's financial planners are well-versed in the latest trends and developments in the financial market, and they use this knowledge to provide sound advice and guidance to their clients. Whether you are looking to invest in stocks, bonds, or mutual funds, Youngstown's retirement planners have got you covered. So, if you are looking for a retirement planner that can help you achieve your financial goals and secure your future, look no further than Youngstown, OH.