What are some popular wealth management services?

Wealth management services offered by a wealth manager in Findlay, OH are comprehensive and tailored to meet the unique needs of clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The wealth manager in Findlay, OH is well-versed in the local economic landscape and can provide clients with insights into investment opportunities in the region. With its vibrant business community and strategic location, Findlay, OH offers a wealth of investment opportunities that can be leveraged by clients. The wealth manager can help clients navigate the complex investment landscape and make informed decisions to grow their wealth. Additionally, the wealth manager can provide clients with access to a network of professionals, including attorneys and accountants, who can help them with estate planning and tax management. Overall, the wealth manager in Findlay, OH provides a holistic approach to wealth management that can help clients achieve their financial goals.

What are people saying about wealth management services in Findlay, OH?

Findlay, OH is undoubtedly the best place to find a wealth manager. With its robust economy and diverse range of investment opportunities, this city offers a wealth of options for those looking to grow their assets. Not only that, but Findlay is home to a thriving community of financial professionals who are committed to helping their clients achieve their financial goals. Whether you're looking for someone to help you navigate the stock market or to develop a comprehensive financial plan for your retirement, you're sure to find the expertise you need in this dynamic city. From its bustling downtown to its picturesque parks, Findlay is a city that offers both the resources and the quality of life that investors need to thrive. So if you're looking for a wealth manager who can help you achieve your financial dreams, look no further than Findlay, OH.

What does a wealth manager do?

A wealth manager in Findlay, OH is responsible for helping clients manage their finances and investments. They work with individuals, families, and businesses to develop a personalized financial plan that meets their specific needs and goals. In Findlay, OH, a wealth manager must be well-versed in the unique economic landscape of the city. Findlay is home to a diverse range of industries, including healthcare, education, and manufacturing. As a result, a wealth manager must have a deep understanding of the financial needs and challenges faced by these industries. They must also be able to navigate the complex tax laws and regulations that apply to businesses and individuals in Findlay. With their expertise, a wealth manager can help clients make informed financial decisions and achieve long-term financial success.

When should you get a wealth manager?

Findlay, OH residents should consider reaching out to a wealth manager when they have amassed a significant amount of wealth and require professional guidance to manage their finances effectively. With a population of approximately 41,000 people, Findlay, OH is a bustling city that is home to several businesses, including Marathon Petroleum Corporation, Cooper Tire & Rubber Company, and Whirlpool Corporation. Wealth managers can help residents navigate the complexities of managing their finances in a city that is home to many successful businesses and high-net-worth individuals. They can provide tailored financial advice that takes into account the unique circumstances of each client, including their income, assets, and financial goals. Whether residents are looking to invest in the stock market, plan for retirement, or manage their tax liabilities, a wealth manager can help them make informed decisions that will set them up for long-term financial success.

How do I choose the right wealth manager?

A wealth manager in Findlay, OH must possess a unique set of qualities to succeed in the local market. Firstly, they must have a deep understanding of the region's economic landscape, which is heavily influenced by the presence of the Marathon Petroleum Corporation, one of the largest oil refineries in the country. This means that a wealth manager must be well-versed in the energy sector and its impact on the local economy. Additionally, they must have excellent communication skills to effectively communicate investment strategies and market updates to their clients. Furthermore, a wealth manager must possess a keen ability to analyze data and make informed decisions based on market trends and economic indicators. They must also be able to adapt to changing market conditions and adjust their strategies accordingly. Lastly, a wealth manager must have a strong ethical compass and prioritize their clients' best interests above all else. Overall, the role of a wealth manager in Findlay, OH is complex and demanding, requiring a unique blend of skills and expertise.

What are the best wealth management firms in Findlay, OH?

Findlay, OH is home to several top wealth management firms that cater to the needs of high net worth individuals and families. These firms offer a range of services such as investment management, financial planning, tax planning, estate planning, and more. What sets these firms apart is their deep understanding of the local market and the unique needs of their clients. Findlay, OH is a vibrant and growing city that offers a great quality of life, with a low cost of living, excellent schools, and a strong economy. The wealth management firms in Findlay, OH leverage their expertise and knowledge of the local market to help their clients achieve their financial goals and secure their financial future. With a commitment to excellence and a focus on client satisfaction, these firms have become trusted advisors to many affluent individuals and families in Findlay, OH and beyond.

How do wealth managers get paid?

Wealth managers in Findlay, OH get compensated in a variety of ways. One common method is through a percentage of the assets under management. This means that the more assets a client has, the more the wealth manager will be compensated. Another way is through commissions on financial products sold to clients. In Findlay, OH specifically, wealth managers may also receive bonuses for meeting certain performance goals or bringing in new clients. Additionally, some wealth managers may charge a flat fee for their services. It is important for clients to understand how their wealth manager is compensated in order to ensure that their interests are aligned.

Find the Best Wealth Management Services in Findlay, OH

Connect With a Wealth Manager

List of Firms

Findlay, OH Wealth Management Firms

Romick Wealth Strategies, LLC

521 S Main St Suite 401 (4th Floor, Findlay, OH 45840, USA

(419) 776-7998

https://www.moneyconcepts.com/Independent-Investment/Professional/dromick#/

Directions

Weber Financial

5 out of 5

637 W Trenton Ave, Findlay, OH 45840, USA

(419) 424-5740

Directions

Edward Jones - Financial Advisor: Dylan M Pritchett, CFP®

5 out of 5

1319 N Main St Ste B, Findlay, OH 45840, USA

(419) 424-0668

https://www.edwardjones.com/us-en/financial-advisor/dylan-pritchett

Directions

Jackson Wealth Management, LLC

SEC File# 801-69469

CRD# 147642

300 W Main Cross St, Findlay, OH 45840, USA

(419) 423-7781

http://www.jackson-wealth.com/

Directions

Edward Jones - Financial Advisor: Michael J Martin, AAMS™

5 out of 5

2447 S Main St, Findlay, OH 45840, USA

(419) 427-1934

https://www.edwardjones.com/us-en/financial-advisor/michael-martin

Directions

Resolute Wealth Advisor

SEC File# 801-112074

CRD# 290349

5 out of 5

1100 E Main Cross St #157, Findlay, OH 45840, USA

(419) 422-4400

http://www.resoluteadvisor.com/

Directions

Savage and Associates - Findlay

2498 Bluestone Dr Suite A, Findlay, OH 45840, USA

(419) 420-9049

http://savageandassociates.com/

Directions

Where Wealth Management Advisors in Findlay, OH Serve

Findlay, OH is a bustling city in northwestern Ohio with a rich history and diverse culture. The city is home to several notable landmarks, including the Hancock County Courthouse, the Marathon Center for the Performing Arts, and the Mazza Museum of International Art from Picture Books. Findlay is also known for its top employers, including Marathon Petroleum Corporation, Cooper Tire & Rubber Company, and Whirlpool Corporation. The city is conveniently located near several major highways, including Interstate 75, U.S. Route 224, and State Route 12. These highways provide easy access to nearby cities like Toledo, Cleveland, and Columbus. Findlay is divided into several distinct neighborhoods, each with its own unique character and charm. The downtown area is home to many of the city's top restaurants, shops, and entertainment venues, while the East Side is known for its beautiful parks and family-friendly neighborhoods. Other popular neighborhoods in Findlay include the West End, Riverside, and College Hill.

Nearby Locations

Akron, OH Allen County, OH Ashland, OH Aurora, OH Beachwood, OH Beavercreek, OH Blue Ash, OH Brooklyn, OH

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Findlay, OH can benefit from a bank in numerous ways. For instance, a bank can provide loans to individuals or businesses in need of financial support. In a city like Findlay, which is home to numerous small businesses, a bank can help entrepreneurs secure the necessary funds to start or expand their businesses. Additionally, residents can benefit from a bank's investment services, which can help them grow their wealth and plan for their financial future. With Findlay being a hub for oil and gas production, a bank can also offer specialized financial services to residents in this industry, such as gas and oil leasing and royalty management. Furthermore, a bank can provide convenient access to financial services, such as online banking and mobile banking, which can be especially helpful for residents who have busy schedules. Overall, a bank can play a crucial role in supporting the financial needs of Findlay residents and businesses.

Insurance Broker

Residents of Findlay, OH can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. This is especially important in Findlay, OH, where residents face unique challenges such as severe weather conditions that can cause property damage and health risks associated with the local industrial sector. Additionally, an insurance broker can help residents save money by finding the most affordable policies that still provide adequate coverage. With their expertise and knowledge of the insurance industry, insurance brokers can provide invaluable assistance to residents of Findlay, OH, ensuring they are protected against any unexpected events that may arise.

Retirement Planning

Residents of Findlay, OH can benefit greatly from the expertise of a retirement planner. With a population of just over 41,000, Findlay is a small city that is home to many retirees. A retirement planner can help these individuals navigate the complex world of retirement planning, including everything from Social Security benefits to investment strategies. They can also help residents of Findlay plan for unexpected events, such as medical emergencies or changes in their financial situation. Additionally, a retirement planner can help residents of Findlay make the most of their retirement years by providing guidance on how to stay active and engaged in their community. Overall, a retirement planner can be an invaluable resource for anyone looking to make the most of their retirement in Findlay, OH.

Financial Advisor

Residents of Findlay, OH could benefit from the guidance of a financial advisor in numerous ways. For instance, a financial advisor could help individuals in Findlay to create a personalized budget that takes into account the specific cost of living in the area. With Findlay being home to numerous large employers, including Marathon Petroleum and Cooper Tire & Rubber, a financial advisor could help residents navigate the complexities of employee benefits packages and make informed decisions about retirement planning. Additionally, with Findlay being a hub for agricultural production, a financial advisor could provide guidance on estate planning and help farmers to manage their finances during times of economic uncertainty. Overall, a financial advisor could provide invaluable support to residents of Findlay, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Findlay, OH can benefit from the expertise of a mortgage loan officer in various ways. These professionals can assist them in securing a mortgage loan to purchase a home or refinance an existing one. With the median home value in Findlay being $130,000, a mortgage loan officer can help residents navigate the complex process of obtaining a loan that fits their budget and financial goals. Additionally, they can provide guidance on the best loan options available to residents based on their credit score, income, and other financial factors. Furthermore, a mortgage loan officer can help residents understand the local real estate market in Findlay, which has seen a steady increase in home values over the past few years. By working with a mortgage loan officer, residents of Findlay can confidently make informed decisions about their mortgage loans and secure their dream home in this thriving Ohio city.

Tax Services

Residents of Findlay, OH can benefit from a tax advisor in numerous ways. One of the most common ways is by ensuring that they are taking advantage of all available tax deductions and credits. This is particularly important in Findlay, OH, where there are many small businesses and entrepreneurs who may be eligible for tax breaks related to their business operations. A tax advisor can also help residents navigate the complex tax laws and regulations that apply to their specific situation, such as those related to home ownership or investment income. In addition, a tax advisor can provide valuable advice on tax planning, helping residents to minimize their tax liability and maximize their savings. Overall, working with a tax advisor can provide residents of Findlay, OH with peace of mind and financial security, knowing that they are making the most of their tax situation.

Estate Planning Lawyer

Residents of Findlay, OH can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is particularly important in Findlay, OH, where the population is aging and many residents have accumulated significant wealth over their lifetimes. An estate planning lawyer can help residents create a will or trust that outlines how their assets will be distributed and can also provide guidance on minimizing estate taxes. Additionally, an estate planning lawyer can assist with healthcare directives, durable powers of attorney, and other important documents that ensure that residents' wishes are respected in the event of incapacity or illness. Overall, an estate planning lawyer can provide peace of mind and valuable legal guidance to residents of Findlay, OH who want to ensure that their assets and healthcare decisions are handled according to their wishes.

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