Wealth Management in Grandview Heights, OH

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List of Firms

Grandview Heights, OH Wealth Management Firms

SEC File# 801-32884
CRD# 106536
5 out of 5
Location 1801 Watermark Dr #300, Columbus, OH 43215, USA
Phone (614) 481-6900
Directions
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Scott J. Horowitz, CEP, CRPC
Location 1070 Yard St, Columbus, OH 43212, USA
Phone (614) 502-7251
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The Bettendorf Group - Morgan Stanley
Location 41 S High St Suite 2700, Columbus, OH 43215, USA
Phone (614) 229-4908
Directions
SEC File# 801-111815
CRD# 289801
Location 4100 Horizons Dr, Columbus, OH 43220, USA
Phone (614) 442-6787
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Roach McIntyre & Associates - Northwestern Mutual
Location 800 Yard St Ste #300, Columbus, OH 43212, USA
Phone (614) 221-6191
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Envisage Wealth - Ameriprise Financial Services, LLC
5 out of 5
Location 571 S 3rd St, Columbus, OH 43215, USA
Phone (380) 222-3133
Directions
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Morris Asset Management
Location 1971 W 5th Ave #5, Columbus, OH 43212, USA
Phone (614) 481-8604
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Blue Advisors
SEC File# 801-80067
CRD# 171976
Location 2071 Inchcliff Rd, Columbus, OH 43221, USA
Phone (724) 914-1414
Directions
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Randolph Martin Retirement Group
Location 1250 Chambers Rd Suite 170, Columbus, OH 43212, USA
Phone (614) 486-5386
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Merkel Financial
Location 1901 Northwest Blvd, Columbus, OH 43212, USA
Phone (614) 481-4455
Directions
Wealth Management in Grandview Heights, OH

Where Wealth Management Advisors in Grandview Heights, OH Serve

Grandview Heights, OH is a charming city located in Franklin County, Ohio. It is home to several landmarks that are worth exploring, such as the Grandview Theater and Drafthouse, the Grandview Heights Public Library, and the Grandview Yard. The city is also known for its top employers, including the Ohio State University Wexner Medical Center, JP Morgan Chase, and Nationwide Children's Hospital. Major highways and streets that run through Grandview Heights include the Interstate 670, the US Route 33, and the Ohio State Route 315. These roads provide easy access to other parts of the city and beyond. Grandview Heights is divided into several neighborhoods, each with its own unique character and charm. These neighborhoods include the Grandview Heights Historic District, which features beautiful homes and buildings that date back to the early 20th century, and the Fifth by Northwest neighborhood, which is known for its trendy restaurants and shops.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Grandview Heights, OH would be helped by a bank in a multitude of ways. One specific example is the ability to access loans for home renovations. As a community known for its charming historic homes, many residents may need financial assistance to update and maintain their properties. A bank can provide options for loans with competitive interest rates, allowing residents to make necessary upgrades while also increasing the value of their homes. Additionally, a bank in Grandview Heights can offer personalized financial advice to residents, helping them to plan for their future and make informed decisions about saving and investing. With the support of a trusted financial institution, residents of Grandview Heights can feel confident in their financial stability and ability to achieve their long-term goals.

Insurance Broker

Residents of Grandview Heights, OH would benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complexities of the healthcare system and find the best health insurance plan that fits their needs and budget. In addition, an insurance broker can assist residents in protecting their homes and properties by providing them with comprehensive homeowners insurance coverage that includes protection against natural disasters such as tornadoes and floods, which are common in the area. Furthermore, an insurance broker can provide valuable advice on auto insurance policies that offer the most coverage while staying within budget. With the help of an insurance broker, residents of Grandview Heights, OH can rest assured that they have the necessary coverage to protect themselves and their families from unforeseen events.

Retirement Planning

Residents of Grandview Heights, OH can benefit greatly from the expertise of a retirement planner. With the city's median age being 36.8 years old, many individuals are in the prime of their careers and may not be thinking about their future retirement needs. A retirement planner can provide guidance on saving for retirement, managing investments, and creating a comprehensive plan to ensure financial security in the golden years. Additionally, with Grandview Heights being a popular destination for young families, a retirement planner can help parents navigate the complexities of saving for their children's education while also planning for their own retirement. With the ever-changing landscape of retirement planning, a knowledgeable and experienced retirement planner can help residents of Grandview Heights stay ahead of the curve and make informed decisions about their financial future.

Financial Advisor

Residents of Grandview Heights, OH can greatly benefit from the guidance of a financial advisor. One specific way a financial advisor can help is by assisting residents with planning for retirement. With the median age of residents in Grandview Heights being 37, it is imperative to start planning for retirement early. A financial advisor can help residents navigate the confusing world of retirement planning, including determining how much to save, investing wisely, and creating a budget that allows for saving. Additionally, a financial advisor can help residents with estate planning, ensuring that their assets are distributed in accordance with their wishes after they pass away. With the median home value in Grandview Heights being over $400,000, estate planning is especially important for residents who want to ensure their family is taken care of after they are gone. Overall, a financial advisor can provide invaluable assistance to residents of Grandview Heights as they navigate the complexities of financial planning.

Mortgage Loan Officer

Residents of Grandview Heights, OH would greatly benefit from the services of a mortgage loan officer. These professionals can assist with the home buying process by providing guidance on available loan options, helping to secure pre-approval, and explaining the various fees and charges associated with a mortgage. In particular, residents of Grandview Heights, OH may benefit from a loan officer who is familiar with the unique housing market in the area. With its desirable location just outside of Columbus and its charming, historic homes, Grandview Heights presents a unique set of challenges and opportunities for homebuyers. A knowledgeable loan officer can help residents navigate this market and find the best mortgage options to suit their needs. Whether a resident is a first-time homebuyer or a seasoned pro, a mortgage loan officer can provide invaluable assistance throughout the home buying process.

Tax Services

Residents of Grandview Heights, OH can benefit from the guidance of a tax advisor in various ways. One particular area where a tax advisor can help is in navigating the complex tax laws and regulations specific to the city. For instance, Grandview Heights, OH has a local income tax rate of 2.5%, which is higher than the state average. A tax advisor can assist residents in understanding how this tax rate affects their income and provide strategies to minimize their tax liability. Additionally, a tax advisor can help residents with tax planning, ensuring they are taking advantage of all available deductions and credits to maximize their tax savings. With the help of a tax advisor, residents of Grandview Heights, OH can have peace of mind knowing their taxes are being handled correctly and efficiently.

Estate Planning Lawyer

Residents of Grandview Heights, OH can benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the lawyer's ability to help residents navigate the unique property tax laws in the city. Grandview Heights has a Homestead Exemption program that allows eligible homeowners to receive a reduction in property taxes. However, the eligibility requirements and application process can be complex. An estate planning lawyer can assist residents in determining their eligibility and guide them through the application process. Additionally, the lawyer can help residents create a comprehensive estate plan that includes provisions for their property and assets, ensuring that their wishes are carried out after they pass away. Overall, an estate planning lawyer can provide valuable assistance to residents of Grandview Heights, OH in navigating the intricacies of property tax laws and creating a secure estate plan.

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