Wealth Management in Union County, OH

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List of Firms

Union County, OH Wealth Management Firms

Young Wealth Management
SEC File# 801-121721
CRD# 145478
Location 6641 N High St #200, Worthington, OH 43085, USA
Phone (614) 430-8383
Language https://www.young-wm.com/
Time Monday: 5:00 AM – 5:00 PM Tuesday: 5:00 AM – 5:00 PM Wednesday: 5:00 AM – 5:00 PM Thursday: 5:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Goins Wealth Strategies
5 out of 5
Location 103 Professional Parkway, Marysville, OH 43040, USA
Phone (937) 738-7764
Language http://www.goinswealth.com/
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Dave Ritter - Thrivent
Location 211 N Main St, Marysville, OH 43040, USA
Phone (937) 642-6825
Language https://connect.thrivent.com/dave-ritter?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzcyNTktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Wealth Management in Union County, OH

Where Wealth Management Advisors in Union County, OH Serve

Union County, OH is a vibrant and bustling area that boasts a rich history and a variety of landmarks. Some of the most notable landmarks in the area include the Union County Courthouse, the Big Darby Creek, and the Ohio Caverns. The county is also home to several top employers, including Honda of America Manufacturing, Inc. and the Marysville Exempted Village School District. When it comes to major highways and streets, Union County is well-connected to the rest of the state and beyond. Some of the most important highways in the area include Interstate 270, U.S. Route 33, and State Route 4. In addition, there are several major streets in the county, including Main Street, Mill Street, and Columbus Avenue. When it comes to neighborhoods, Union County has a diverse and eclectic mix of communities. Some of the most popular neighborhoods in the area include the historic downtown area, the Marysville neighborhood, and the Richwood neighborhood.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Union County, OH can benefit from a bank in numerous ways. For instance, a bank can provide them with financial assistance to purchase homes, cars, and other assets. Additionally, banks can offer loans to businesses in the county, thus promoting economic development and creating job opportunities for the residents. Moreover, banks can provide secure and convenient access to financial services, such as online banking, mobile banking, and ATM services. This is particularly important in Union County, OH, where a significant portion of the population lives in rural areas and may not have easy access to physical bank branches. Furthermore, banks can help residents manage their finances by offering savings and investment options, financial counseling, and other services that can help them achieve their financial goals. Overall, a bank can play a crucial role in supporting the financial well-being of the residents of Union County, OH.

Insurance Broker

Residents of Union County, OH can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help individuals and families navigate the complexities of health insurance plans, ensuring they have access to the best coverage options available. Additionally, an insurance broker can assist small business owners in Union County with finding the right liability insurance policies to protect their companies from unforeseen events. With Union County being situated in the Midwestern United States, it is important for residents to have insurance coverage that is tailored to their unique needs and that takes into account the risks associated with living in this region. An insurance broker can help residents of Union County, OH secure the right insurance policies to provide them with peace of mind and protect them from financial losses.

Retirement Planning

Residents of Union County, OH can greatly benefit from the services of a retirement planner. With the county's population consisting largely of aging baby boomers, a retirement planner can provide invaluable guidance on managing finances, investments, and retirement accounts. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they are maximizing their benefits. Union County, OH is also home to several large manufacturing companies, such as Honda and Scotts Miracle-Gro, which offer retirement plans to their employees. A retirement planner can assist these individuals in making informed decisions about their retirement savings and investment options. With the right guidance, residents of Union County, OH can feel confident and secure in their retirement years.

Financial Advisor

Residents of Union County, OH can benefit from the expertise of a financial advisor in a myriad of ways. For instance, a financial advisor can help them to develop a comprehensive financial plan that aligns with their long-term goals, such as buying a home or saving for retirement. Additionally, a financial advisor can help residents of Union County, OH to navigate the complexities of taxes and investments, providing guidance on how to minimize tax liabilities and maximize returns. Given the unique economic landscape of Union County, OH, a financial advisor can also help residents to understand the impact of local economic factors on their financial well-being, such as the growth of the healthcare and manufacturing industries in the region. Ultimately, a financial advisor can serve as a trusted partner to residents of Union County, OH, helping them to achieve financial stability and security both now and in the future.

Mortgage Loan Officer

Residents of Union County, OH can greatly benefit from the services of a mortgage loan officer. With the county's growing population, there is an increasing demand for affordable housing options. A mortgage loan officer can help residents navigate the complex and confusing process of obtaining a mortgage loan. They can provide guidance on the different types of loans available, and help residents find the best interest rates and terms to fit their individual needs. Additionally, Union County is home to a variety of industries, including agriculture and manufacturing. A mortgage loan officer can help residents in these industries secure the financing they need to expand their businesses or purchase new equipment. By working with a mortgage loan officer, residents of Union County can achieve their dreams of homeownership and business ownership, and contribute to the continued growth and prosperity of the community.

Tax Services

Residents of Union County, OH can benefit from seeking the guidance of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations specific to Union County, OH. This includes identifying tax deductions and credits that residents may be eligible for, such as the Ohio Homestead Exemption, which provides property tax relief to eligible homeowners. Additionally, a tax advisor can help residents with tax planning strategies to minimize their tax liabilities and maximize their refunds. They can also provide advice on how to handle tax audits and appeals, which can be particularly daunting for residents without professional assistance. By working with a tax advisor, residents of Union County, OH can ensure that they are complying with all applicable tax laws while also optimizing their financial situation.

Estate Planning Lawyer

Residents of Union County, OH can benefit greatly from the services of an estate planning lawyer. In this region, which is known for its agricultural heritage and strong sense of community, estate planning can be particularly complex. An experienced lawyer can help residents navigate the intricacies of Ohio's estate planning laws and create a plan that meets their unique needs. This might involve establishing trusts to protect assets, creating a will to ensure that property is distributed according to the individual's wishes, or setting up a power of attorney to ensure that someone is authorized to make decisions on their behalf in the event of incapacity. Additionally, an estate planning lawyer can help residents minimize tax liabilities and ensure that their loved ones are taken care of after they pass away. Overall, the services of an estate planning lawyer can provide peace of mind and security for residents of Union County, OH.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a seasoned wealth manager in Union County, OH can be truly comprehensive. The manager can provide a range of services such as investment planning, asset allocation, risk management, estate planning, tax planning, and retirement planning. But what makes Union County, OH unique is its thriving agricultural industry. The wealth manager can offer specialized services to farmers and agribusiness owners, including succession planning, farm insurance, and commodity hedging strategies. With the wealth manager's expertise, they can help farmers and agribusiness owners navigate the complexities of their industry and ensure they have a solid financial plan that aligns with their unique needs and goals. In addition, the wealth manager can provide guidance on philanthropic giving, education planning, and charitable trusts, helping clients make a positive impact on their community. Overall, the wealth manager's services can help clients achieve their financial objectives and build a legacy that lasts for generations to come.

Union County, OH is a hidden gem when it comes to finding a wealth manager. With its thriving economy and a plethora of investment opportunities, it's no wonder that more and more people are turning to this county for financial advice. One of the standout features of Union County is its close proximity to Columbus, which is considered a hub for finance and business in the Midwest. This means that Union County residents have access to a wide range of financial services and expertise. Additionally, Union County is home to a diverse range of industries, from agriculture to healthcare, which provides a unique perspective for wealth managers when it comes to developing investment strategies. With its strong community and business-minded atmosphere, Union County, OH is the perfect place to find a wealth manager who can help you achieve your financial goals.