Wealth Management in Columbiana County, OH

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List of Firms

Columbiana County, OH Wealth Management Firms

The J. Arnold Wealth Management
SEC File# 801-118114
CRD# 159710
5 out of 5
Location 8040 Market St, Youngstown, OH 44512, USA
Phone (330) 965-9890
Language http://www.jarnoldwealth.com/
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
HBKS Wealth Advisors
SEC File# 801-60424
CRD# 112139
Location 6603 Summit Dr Floor 1, Canfield, OH 44406, USA
Phone (330) 758-0428
Language https://hbkswealth.com/?utm_medium=yext&utm_source=gmb
Directions
Merrill Lynch Wealth Management Advisor Sheila Milano
Location 4137 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 702-7320
Language https://fa.ml.com/ohio/canfield/memo_group
Directions
Stifel
SEC File# 801-10746
CRD# 793
5 out of 5
Location 100 S Broadway Ave 2nd floor, Salem, OH 44460, USA
Phone (330) 337-9911
Language http://www.stifel.com/branch/oh/salem
Directions
Modern Wealth Management
Location 158 Carriage Dr, Columbiana, OH 44408, USA
Phone (330) 892-8776
Language https://modernwealthmanagement.net/
Directions
Financial Advisor Youngstown OH - Richard J. Horvath
Location 833 Boardman-Canfield Rd Suite 101, Boardman, OH 44512, USA
Phone (330) 503-0338
Directions
Lehner Carroll Shope Capital Management
Location 4366 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 356-8929
Language http://www.lehnershope.com/
Directions
New York Life
SEC File# 801-118844
CRD# 309234
4 out of 5
Location 225 OH-14, Columbiana, OH 44408, USA
Phone (330) 482-1607
Language https://www.newyorklife.com/
Directions
Rodman Capital Management
Location 1630 S Union Ave, Alliance, OH 44601, USA
Phone (330) 821-4530
Directions
Primerica Financial Services, Office of Mary Matheson
Location 200 Carolina Ave, East Liverpool, OH 43920, USA
Phone (330) 708-9023
Language http://primerica.com/730LT
Directions
Beard Financial & Investment
SEC File# 801-37961
CRD# 106249
Location 108 W Western Reserve Rd, Youngstown, OH 44514, USA
Phone (330) 758-0575
Language http://www.beardpension.com/
Directions
The Wealth Advisory Group of DiLauro Wracher & Thomas
Location 755 Boardman-Canfield Rd Building F Suite 4, Boardman, OH 44512, USA
Phone (330) 965-0980
Language https://wagdwt.com/
Directions
Capital Wealth Group - Raymond James
Location 5731 Shields Rd, Canfield, OH 44406, USA
Phone (330) 702-1492
Language https://www.raymondjames.com/capitalwealthgrp
Directions
Merrill Lynch Wealth Management Advisor Joel A Bender
Location 4137 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 702-7304
Language https://fa.ml.com/ohio/canfield/bendergroup
Directions
Elsass Financial Group
3 out of 5
Location 3736 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 702-9950
Language http://www.elsass-efg.com/
Directions
Merrill Lynch Wealth Management Advisor Christine Gerst
Location 4137 Boardman-Canfield Rd, Canfield, OH 44406, USA
Phone (330) 702-7321
Language https://fa.ml.com/ohio/canfield/christine-gerst
Directions
Wealth Management in Columbiana County, OH

Where Wealth Management Advisors in Columbiana County, OH Serve

Columbiana County, OH is a fascinating destination that boasts a rich history and a vibrant community. From its stunning landmarks to its bustling neighborhoods, this county has something for everyone. Some of the most notable landmarks in Columbiana County include the historic Lisbon Courthouse, the Leetonia Beehive Coke Ovens, and the Rogers Community Auction. As for top employers, the county is home to a diverse range of businesses, including the Salem Regional Medical Center, the Columbiana County Career and Technical Center, and the Columbiana County Board of Developmental Disabilities. When it comes to transportation, major highways and streets in the area include Interstate 80, State Route 11, and State Route 7. And with charming neighborhoods like East Liverpool, Salem, and Columbiana, there's no shortage of places to call home in Columbiana County.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Columbiana County, OH can benefit from a bank in a multitude of ways. Firstly, banks can provide access to financial services that are essential for everyday life, such as checking and savings accounts, loans, and credit cards. Additionally, banks can offer financial education and resources to help residents manage their money effectively. For example, with the county's high poverty rate of 15.2%, banks can provide financial literacy programs to help individuals and families break the cycle of poverty. Furthermore, banks can support local businesses by providing loans and other financial services, which can help create jobs and boost the local economy. Overall, banks play a crucial role in the financial well-being of residents in Columbiana County, OH, and can provide valuable resources to help them achieve their financial goals.

Insurance Broker

Residents of Columbiana County, OH can benefit from the services of an insurance broker in various ways. One specific example is the broker's ability to help them navigate the complex healthcare system. Columbiana County has a high percentage of older adults, with 21.7% of the population being 65 years or older. This demographic can face numerous health challenges, which can result in high medical bills. An insurance broker can assist residents in finding the right health insurance plan that covers their specific needs and budget. Additionally, brokers can help residents understand the different options available to them, such as Medicare Advantage plans, which can be confusing and overwhelming. By utilizing the services of an insurance broker, residents of Columbiana County can have peace of mind knowing that they have the best possible healthcare coverage.

Retirement Planning

Residents of Columbiana County, OH can benefit from the expertise of a retirement planner in a variety of ways. For instance, a retirement planner can help residents navigate the complex world of retirement planning and ensure that they have adequate savings to meet their financial needs in retirement. With the county's aging population, a retirement planner can help individuals make informed decisions about Social Security, Medicare, and other retirement benefits. Additionally, a retirement planner can help residents develop a comprehensive estate plan to protect their assets and ensure that their wishes are carried out after they pass away. Given the rural nature of Columbiana County, a retirement planner can also provide guidance on how to make the most of retirement income in a region with a lower cost of living. Ultimately, a retirement planner can help residents of Columbiana County achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Columbiana County, OH can benefit from the expertise of a financial advisor in numerous ways. One specific example is that a financial advisor can help residents navigate the unique challenges of living in a rural area. With limited access to financial resources and a smaller job market, residents may face difficulty in building wealth and securing their financial future. A financial advisor can provide guidance on how to invest in the local economy, as well as offer advice on how to save for retirement and plan for unexpected expenses. Additionally, a financial advisor can help residents understand the tax implications of living in a rural area, such as property tax rates and deductions for agricultural businesses. By working with a financial advisor, residents of Columbiana County can feel more confident in their financial decisions and better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Columbiana County, OH can benefit from the services of a mortgage loan officer in a number of ways. A mortgage loan officer can help residents of the county secure financing for a new home or to refinance an existing mortgage. Additionally, a mortgage loan officer can provide guidance and advice on the home buying process, including the various types of mortgages available and the requirements for each. For residents of Columbiana County, OH, a mortgage loan officer can also provide valuable insight into the local housing market, including information on home values, property taxes, and zoning regulations. With their expertise and knowledge, a mortgage loan officer can help residents of Columbiana County, OH make informed decisions about their home financing options and achieve their dreams of home ownership.

Tax Services

Residents of Columbiana County, OH can benefit greatly from the expertise of a tax advisor. Specifically, tax advisors can assist individuals and businesses in navigating the complex tax laws and regulations unique to the county. With its diverse economy, which includes agriculture, manufacturing, and tourism, residents of Columbiana County face a variety of tax challenges. For example, farmers may need help with navigating tax incentives for conservation practices, while manufacturers may require assistance with understanding tax credits for research and development. Furthermore, small business owners in the tourism industry may need guidance on tax implications for short-term rentals. By working with a tax advisor, residents of Columbiana County can ensure that they are maximizing their tax benefits and minimizing their liabilities, ultimately leading to financial stability and growth.

Estate Planning Lawyer

Residents of Columbiana County, OH would benefit from the services of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer could assist residents in developing a comprehensive estate plan that takes into account their unique financial situation and family dynamic. This may include drafting a will, setting up a trust, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer could help residents minimize estate taxes, protect assets from creditors, and ensure that their wishes are carried out in the event of incapacity or death. With its diverse population and a mix of urban and rural areas, Columbiana County presents a complex set of estate planning challenges that require the expertise of a skilled attorney.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Columbiana County, OH can be a game-changer for high net worth individuals seeking to preserve and grow their wealth. With its diverse economy and strategic location, Columbiana County presents unique opportunities and challenges that require a tailored approach to wealth management. A proficient wealth manager can help clients navigate the local tax laws, investment climate, and regulatory environment to maximize returns and minimize risks. From estate planning and retirement planning to asset allocation and risk management, a wealth manager can provide a comprehensive suite of services that are customized to meet the specific needs and goals of each client. With their deep expertise and experience, a wealth manager in Columbiana County, OH can be a trusted partner in building and protecting wealth for generations to come.

Columbiana County, OH is an ideal location for anyone seeking the services of a wealth manager. With its rich history and diverse economic landscape, this county offers a unique set of challenges and opportunities that require a skilled and experienced professional to navigate. Whether you are a business owner looking to expand your operations, an individual seeking to grow your wealth, or a retiree looking to manage your assets, a wealth manager in Columbiana County can provide you with the guidance and support you need. From the bustling city of East Liverpool to the charming town of Lisbon, there are countless investment opportunities to explore. With a wealth manager who is familiar with the local market and has a deep understanding of the financial landscape, you can rest assured that your assets are in good hands. So if you're looking for a wealth manager who can help you achieve your financial goals, look no further than Columbiana County, OH.