Best Financial Advisors in Lebanon, OH

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Lebanon, OH Fiduciary Financial Advisors

Summit Financial Advisors, Inc.
SEC File# 801-58179
CRD# 109280
5 out of 5
Location 41 N Broadway St #1701, Lebanon, OH 45036, USA
Phone (513) 424-6300
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Financial Advisors in Lebanon, OH

Where Certified Financial Advisors in Lebanon, OH Serve

Nestled in southwestern Ohio, Lebanon is a charming city that boasts a rich history and a vibrant present. From the iconic Golden Lamb Inn & Restaurant, the oldest continuously operating hotel in Ohio, to the majestic Warren County Courthouse, Lebanon is filled with landmarks that tell the story of its past. Today, the city is home to a diverse range of top employers, including Miami Valley Gaming, FECON, and Otterbein SeniorLife, providing ample opportunities for its residents. With easy access to major highways such as I-71 and I-75, as well as state routes like 48 and 63, getting around Lebanon is a breeze. And with its picturesque downtown area, lined with charming shops and restaurants, navigating the city's streets is a joy. Lebanon is also home to a number of unique neighborhoods, each with its own distinct character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lebanon, OH can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique goals and circumstances. This could include advice on how to save for retirement, pay off debt, or invest in the local real estate market. Additionally, a financial advisor can help residents navigate the complex tax system in Lebanon, OH and identify strategies to minimize their tax burden. With the cost of living in Lebanon, OH being higher than the national average, a financial advisor can also provide guidance on how to manage expenses and create a budget that works for their lifestyle. Overall, a financial advisor can provide invaluable support to residents of Lebanon, OH who want to achieve financial stability and security.

Insurance Broker

Residents of Lebanon, OH can benefit greatly from the services of an insurance broker. With the constantly changing insurance landscape, it can be difficult for individuals to navigate the complex world of insurance policies. An insurance broker can help residents of Lebanon, OH find the best coverage at the most affordable price. They can also provide guidance on which policies are best suited for each individual's unique needs, taking into account factors such as age, health, and lifestyle. Additionally, an insurance broker can assist with claims and provide support throughout the claims process. With Lebanon, OH being a small town with a tight-knit community, an insurance broker can provide personalized service and build relationships with clients based on trust and reliability.

Retirement Planning

Residents of Lebanon, OH could greatly benefit from the services of a retirement planner. With a population of over 20,000, many individuals in Lebanon are likely approaching retirement age or have already retired. A retirement planner can assist these individuals in creating a personalized plan to ensure they have enough money to comfortably retire and achieve their financial goals. A planner can also help navigate the complexities of Social Security and Medicare, which can be especially daunting for those unfamiliar with the process. Additionally, with Lebanon's proximity to Cincinnati and Dayton, a planner can help residents take advantage of the many retirement resources and opportunities available in these larger cities. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Lebanon, OH as they navigate this important life transition.

Wealth Management

Residents of Lebanon, OH could benefit greatly from the services of a wealth manager. With its growing population and diverse economy, Lebanon presents unique challenges and opportunities for individuals looking to grow their wealth. A wealth manager can provide guidance on investment strategies, retirement planning, tax optimization, and estate planning, among other things. In particular, residents of Lebanon may face challenges related to the local real estate market, which has seen significant growth in recent years. A wealth manager can help individuals navigate this market and make informed decisions about buying, selling, or investing in property. Additionally, Lebanon is home to many small business owners and entrepreneurs, who may need guidance on managing their finances and planning for the future. A wealth manager can provide valuable advice and support to these individuals, helping them to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Lebanon, OH would be helped by a mortgage loan officer in several ways. For instance, they can get assistance in finding the right mortgage product that suits their unique needs and budget. The loan officer can also guide them through the entire mortgage application process, including pre-approval, underwriting, and closing. Additionally, residents of Lebanon, OH can benefit from the loan officer's knowledge of the local real estate market. This is particularly important since Lebanon, OH is known for its charming historic downtown, vibrant community, and excellent schools. With the help of a mortgage loan officer, residents can make informed decisions and secure a mortgage that will enable them to own a home in this desirable area.

Tax Services

Residents of Lebanon, OH could benefit greatly from the services of a tax advisor. One specific way a tax advisor could help is by providing guidance on the tax implications of living in a historic district. Lebanon, OH has a charming downtown area that is listed on the National Register of Historic Places, and many residents live in historic homes. A tax advisor could help these residents understand the tax credits and deductions available for historic preservation and renovation. Additionally, a tax advisor could assist Lebanon residents with navigating the complex tax laws related to owning a small business or rental property, both of which are common in the area. Overall, a tax advisor could provide valuable expertise and support to help Lebanon residents make informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of Lebanon, OH can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. In Lebanon, OH, where there is a large population of retirees, having a solid estate plan in place is especially important. Additionally, an estate planning lawyer can help with other aspects of planning for the future, such as setting up powers of attorney and healthcare directives. With the help of a knowledgeable lawyer, residents of Lebanon, OH can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.


FAQs About Personal Financial Advisors in Lebanon, OH