Best Financial Advisors in Aurora, OH

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List of Firms

Aurora, OH Fiduciary Financial Advisors

V Financial Partners. Tyson Vines & Erin Vick
5 out of 5
Location 33 N Chillicothe Rd h, Aurora, OH 44202, USA
Phone (330) 954-9564
Language http://www.vfinancialpartners.com/
Directions
Persinger & Associates Inc.
5 out of 5
Location 251 W Garfield Rd STE 170, Aurora, OH 44202, USA
Phone (330) 562-5811
Language https://khanerpersinger.com/
Directions
Edward Jones - Financial Advisor: Mike Lahiff
Location 9200 Staples Dr d, Streetsboro, OH 44241, USA
Phone (330) 626-2262
Language https://www.edwardjones.com/us-en/financial-advisor/michael-lahiff
Directions
Edward Jones - Financial Advisor: Brady Krebs, AAMS™|CRPC™
Location 278 E Garfield Rd Unit A, Aurora, OH 44202, USA
Phone (330) 995-4890
Language https://www.edwardjones.com/us-en/financial-advisor/brady-krebs
Directions
Grady & Co
Location 251 W Garfield Rd, Aurora, OH 44202, USA
Phone (330) 995-9616
Directions
Demming Financial Services Corp.
5 out of 5
Location 13 New Hudson Rd, Aurora, OH 44202, USA
Phone (330) 562-2122
Language http://www.demmingfinancial.com/
Directions
Financial Advisors in Aurora, OH

Where Certified Financial Advisors in Aurora, OH Serve

Nestled in the heart of Portage County, Aurora, OH is a charming town that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Aurora Inn to the stunning Aurora Farms Premium Outlets, there's something for everyone in this vibrant community. The town is home to major employers such as Nestle, GE Lighting, and Swagelok, which provide ample job opportunities for residents. Major highways like State Route 43 and Interstate 80 make getting around a breeze, while streets like Aurora Hudson Road and Chillicothe Road offer scenic routes through the town's picturesque neighborhoods. Whether you're looking for a quaint community to call home or a bustling hub for business, Aurora, OH has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Aurora, OH can benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is by helping them create a personalized financial plan that aligns with their long-term goals. This is especially important in Aurora, OH where the cost of living is relatively high compared to other cities in Ohio. A financial advisor can help residents navigate the local real estate market, make informed investment decisions, and manage debt effectively. Additionally, they can provide guidance on retirement planning, tax strategies, and estate planning to ensure their clients are well-prepared for the future. Overall, a financial advisor can help residents of Aurora, OH achieve financial stability and security.

Insurance Broker

Residents of Aurora, OH can benefit from the expertise of an insurance broker in several ways. For example, an insurance broker can help residents navigate the complex world of insurance policies and coverage options. They can also help residents find the best insurance plans that fit their unique needs and budget. Additionally, insurance brokers can provide guidance on how to file claims and handle disputes with insurance companies. In Aurora, OH, where severe weather conditions such as heavy snowfall and thunderstorms are common, an insurance broker can help residents find insurance policies that cover damages caused by these natural disasters. Overall, an insurance broker can be a valuable resource for residents of Aurora, OH who want to ensure they have the right insurance coverage to protect themselves and their assets.

Retirement Planning

Residents of Aurora, OH could greatly benefit from the help of a retirement planner. With the average age of residents being 44 years old, many are likely starting to think about their retirement plans. A retirement planner can assist with creating a personalized plan that takes into account factors such as retirement age, income, and savings. Additionally, Aurora is home to many small businesses, and a retirement planner can help business owners create retirement plans for themselves and their employees. With the cost of living in Aurora being higher than the national average, a retirement planner can also help residents navigate the financial challenges of retirement in a high-cost area. Overall, a retirement planner can provide valuable guidance and assistance to Aurora residents as they plan for their futures.

Wealth Management

Residents of Aurora, OH could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing personalized financial planning and investment advice. Aurora is a growing community with a diverse population, and a wealth manager could help residents navigate their unique financial situations. For example, a wealth manager could help families plan for college expenses, assist retirees with managing their retirement accounts, or advise small business owners on investment strategies. With the guidance of a wealth manager, residents of Aurora could feel more confident in their financial futures and better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Aurora, OH can benefit greatly from the services of a mortgage loan officer. Specifically, a loan officer can help residents navigate the local housing market and find the best mortgage options available. Aurora, OH is a growing community with a diverse range of housing options, from historic homes to new construction. With the help of a loan officer, residents can explore these options and determine which mortgage product is best suited for their needs. Additionally, loan officers can assist residents with pre-approval, which is essential in a competitive housing market like Aurora's. By working with a mortgage loan officer, residents can save time, money, and stress while achieving their dream of homeownership.

Tax Services

Residents of Aurora, OH can benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. This can include advice on how to minimize their tax liability, maximize their deductions, and avoid penalties and fines. Additionally, a tax advisor can help residents with tax planning, which involves identifying opportunities to save money on taxes in the long term. For residents of Aurora, OH, a tax advisor can provide valuable insights into local tax laws and regulations that may affect their financial planning. This can include advice on how to take advantage of tax credits and deductions that are unique to the area, such as those related to property taxes or local business taxes. Overall, a tax advisor can be an invaluable resource for residents of Aurora, OH who want to stay on top of their tax obligations and make informed financial decisions.

Estate Planning Lawyer

Residents of Aurora, OH can benefit greatly from the services of an estate planning lawyer. With a rapidly growing population and a median age of 41 years, many families are looking for ways to protect their assets and ensure their loved ones are taken care of in the event of their passing. An estate planning lawyer can help residents of Aurora create wills, trusts, and other legal documents that outline their wishes for their estate. They can also assist with probate and estate administration, ensuring that assets are distributed according to the deceased's wishes and that any debts or taxes are paid. Additionally, an estate planning lawyer can help residents of Aurora navigate complex laws and regulations related to Medicaid planning, long-term care, and other issues that may arise as they age.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Aurora, OH

A financial advisor in Aurora, OH can provide a wide range of financial advising services to help clients achieve their financial goals. They can offer investment advice, retirement planning, estate planning, tax planning, and insurance planning services. In Aurora, OH, financial advisors can also provide specialized services such as advising on the best investment opportunities in the local market. Additionally, they can help clients navigate the complexities of the local tax laws and regulations, and provide guidance on how to minimize tax liabilities. With their expertise and experience, a financial advisor in Aurora, OH can help clients make informed financial decisions and achieve financial security for themselves and their families.

Nestled in the heart of Portage County, Aurora, OH is the perfect place to seek financial advising. With its thriving economy and bustling business district, Aurora offers a wealth of opportunities for those seeking financial guidance. One of the most unique aspects of Aurora's financial advising scene is its commitment to personalized service. From small, family-owned firms to large multinational corporations, Aurora's financial advisors pride themselves on getting to know their clients on a personal level, tailoring their advice to each individual's unique needs and goals. This level of attentiveness and care sets Aurora apart from other cities, making it the ideal destination for anyone seeking top-notch financial advice. Whether you're a seasoned investor or just starting out, Aurora's financial advisors have the knowledge and expertise to help you achieve your financial dreams.