Wealth Management in Clark County, OH

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List of Firms

Clark County, OH Wealth Management Firms

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Fortress Tactical Wealth Management, LLC
Location 2430 Dayton Xenia Rd A, Beavercreek, OH 45434, USA
Phone (937) 429-1055
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Mayeux Wealth Management - UBS Financial Services Inc.
Location 3601 Rigby Rd, Miamisburg, OH 45342, USA
Phone (937) 226-6592
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Merrill Lynch Wealth Management Advisor Nicholas R. Amos
5 out of 5
Location 10100 Innovation Drive, Miamisburg, OH 45342, USA
Phone (937) 847-4001
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SEC File# 801-112948
CRD# 131304
Location 20 S Limestone St #249, Springfield, OH 45502, USA
Phone (937) 717-9049
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Spicer Wealth Management
Location 2655 Commons Blvd Ste 110, Beavercreek, OH 45431, USA
Phone (937) 426-3836
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Edward Jones - Financial Advisor: Todd A Boone
Location 4917 Security Dr, Springfield, OH 45503, USA
Phone (937) 717-1346
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McCombs Financial Services
5 out of 5
Location 2043 N Bechtle Ave, Springfield, OH 45504, USA
Phone (937) 505-3962
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KB&P Financial Partners
5 out of 5
Location 49 E College Ave Suite 200, Springfield, OH 45503, USA
Phone (937) 390-8750
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Miller Financial Private Wealth Management, LLC
5 out of 5
Location 2005 Audubon Park Dr, Springfield, OH 45504, USA
Phone (937) 390-0881
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SEC File# 801-116914
CRD# 304207
5 out of 5
Location 2955 Exchange Pl Blvd Suite 103, Miamisburg, OH 45342, USA
Phone (937) 567-0646
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Dodds Wealth Advisors
5 out of 5
Location 145 S Main St 2nd Floor, Bellefontaine, OH 43311, USA
Phone (937) 592-0200
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Wealth Management in Clark County, OH

Where Wealth Management Advisors in Clark County, OH Serve

Clark County, OH is a vibrant and bustling area with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Springfield Museum of Art to the awe-inspiring Frank Lloyd Wright's Westcott House, there is no shortage of cultural and architectural wonders to explore. Top employers in the area include Navistar International, Assurant, and the Springfield Regional Medical Center, providing a diverse range of job opportunities for residents. Major highways such as I-70 and US-68 intersect the county, connecting it to nearby cities and towns. Neighborhoods like Northridge and Ridgewood offer a mix of charming homes and modern amenities, while downtown Springfield boasts a bustling arts and entertainment scene. With so much to offer, Clark County, OH is a must-see destination for anyone looking to experience the best of Ohio.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Clark County, OH can benefit from a bank in a multitude of ways. Firstly, banks can help residents manage their finances by providing checking and savings accounts, which can be used to pay bills, save for emergencies, and plan for the future. Additionally, banks can offer loans and credit cards to help residents make large purchases, such as a car or a home. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their money. In particular, Clark County, OH residents can benefit from banks that offer services tailored to the agricultural industry, as the county is home to a large number of farms and agricultural businesses. Banks can provide loans and financial advice to help farmers and other agricultural workers manage their finances and plan for the future. Overall, banks can play a crucial role in helping residents of Clark County, OH achieve financial stability and success.

Insurance Broker

Residents of Clark County, OH can benefit from the expertise of an insurance broker in a variety of ways. For instance, an insurance broker can help them navigate the often complex and confusing world of insurance policies, ensuring that they have the coverage they need to protect themselves and their assets. Specifically, in Clark County, OH, insurance brokers can assist residents in finding affordable health insurance options, given that the county has a higher than average rate of uninsured residents. Additionally, an insurance broker can help Clark County residents understand the unique risks associated with their region, such as the potential for flooding or severe weather events, and recommend policies that provide adequate protection against these threats. Overall, an insurance broker can provide invaluable guidance and support to residents of Clark County, OH, helping them to make informed decisions about their insurance needs and ensuring that they are adequately protected against the unexpected.

Retirement Planning

Residents of Clark County, OH can greatly benefit from the services of a retirement planner. With a population of over 135,000, many individuals in the county are nearing retirement age or have already retired. A retirement planner can help these individuals navigate the complex world of retirement planning, including creating a comprehensive retirement plan, managing investments, and ensuring that they have adequate insurance coverage. Additionally, a retirement planner can assist with estate planning, including creating a will and trust to ensure that assets are distributed according to the individual's wishes. With the county's diverse population, including a mix of urban and rural areas, a retirement planner can tailor their services to meet the unique needs of each individual. Furthermore, with the county's proximity to major cities such as Dayton and Columbus, a retirement planner can help residents take advantage of the many resources available in these areas.

Financial Advisor

Residents of Clark County, OH could greatly benefit from the services of a financial advisor. With a population of over 135,000 people, many individuals and families in the area may struggle with managing their finances effectively. Specifically, Clark County has a higher poverty rate than the state average, with over 14% of residents living below the poverty line. A financial advisor can help these individuals create and stick to a budget, as well as provide guidance on how to save and invest wisely. Additionally, with the cost of living in Clark County being slightly lower than the national average, a financial advisor can help residents take advantage of this by finding ways to increase their savings and invest in their future. With the right guidance, residents of Clark County can achieve financial stability and security.

Mortgage Loan Officer

Residents of Clark County, OH can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help residents navigate the complex process of applying for a mortgage and provide guidance on the best loan options available to them. This is particularly important for Clark County residents, who may face unique challenges such as a limited supply of affordable housing in certain areas. Additionally, a mortgage loan officer can assist residents in identifying and securing down payment assistance programs, which can be crucial for those who may struggle to come up with the upfront costs of purchasing a home. Finally, the loan officer can provide ongoing support and advice throughout the life of the loan, helping residents to manage their finances and make informed decisions about refinancing or other mortgage-related matters.

Tax Services

Residents of Clark County, OH can benefit from the expertise of a tax advisor in numerous ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to Ohio, such as the state's progressive income tax system. Additionally, a tax advisor can help residents identify deductions and credits that they may not have been aware of, potentially resulting in significant tax savings. For example, residents of Clark County, OH who own small businesses may be eligible for tax credits related to job creation and capital investment. A tax advisor can also assist residents with tax planning, ensuring that they are taking advantage of all available tax-saving strategies and avoiding costly mistakes. Overall, the guidance of a tax advisor can help residents of Clark County, OH to minimize their tax liability and achieve their financial goals.

Estate Planning Lawyer

Clark County, OH residents can benefit immensely from the services of an estate planning lawyer. These legal professionals are experts in creating and implementing plans that ensure the smooth distribution of assets and properties after the owner's demise. In Clark County, OH, where the population is predominantly rural, estate planning lawyers can help families protect their farms and other agricultural assets from being sold off or divided among heirs. Additionally, they can help individuals navigate the complex legal requirements for Medicaid eligibility, which is especially crucial for seniors who may need long-term care. Estate planning lawyers can also provide guidance on setting up trusts, wills, and powers of attorney, which can help protect families from disputes and legal battles. Overall, an estate planning lawyer can help Clark County, OH residents secure their future and that of their loved ones.

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