28 Local Investment Advisors
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Sample Listing of Ohio, OH Financial Advisor
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USA Benefits Group
1100 Wayne Street #2526 Troy, OH
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Health, Life, and Annuities for individuals and the self-employeed.
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Monty L. Donohew & Associates, LPA
3570 Executive Drive Suite 203 Akron, OH
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Estate and successorship planning for families and small businesses. Monty L. Donohew practices, among other things, Wealth Advisory Law, and is a member of the Wealth Advisory Network. Mr. Donohew is a member of the Ohio, Missouri and Illinois bar associations. He concentrates his practice in estate planning,wills, trusts, charitable giving, probate, medicaid planning, senior investment and post-retirement estate planning,and retirement planning and tax planning.
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Waddell & Reed Financial Services
5900 Wilcox Pl. Dublin, OH
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My goal is to help my clients make intelligent decisions about their money in order for them to achieve financial independence
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SkAFCO/MetLife
545 Metro Place S., suite 175 Dublin, OH
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At every stage of life. We should see the whole picture!
It's important to dream. It's even more important to PLAN!
Financial planning is for caring people, for living life on purpose, for knowing where we are going..
It's by design, with the end-in-mind.
I am a financial planner, with an extensive "deliverable team". We all work diligently, so clients can reach their goals.
1- We dissect cash-flow and net-worth... to bridge the gap, to reach every goal, & to have a life in-between.
2- We work on Value-Based Financial Planning to keep "What's important to you" in prospective. We focus on positive emotions, no-fear, no-greed, no-guilt.
3- We analyze and/or create your investment program, to include market securities, real estate, & business interest; for the reasons that are important to YOU.
4- We formulate an insurance program, to protect against all inherited risks in life.
5- We establish emergency-cash reserve, & debt management programs.
6- We create a strategy to capitalize on tax-advantages.
7- We guide & review your legal & estate documents, POA, guardianship, medical directives, wills, & trusts... etc.
8- We help business owners with their business valuation & succession planning.
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