Best Financial Advisors in Medina County, OH

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List of Firms

Medina County, OH Fiduciary Financial Advisors

Robert Och - Raymond James
SEC File# 801-120122
CRD# 312063
Location 387 Medina Rd Ste 500, Medina, OH 44256, USA
Phone (330) 239-1776
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 2:00 PM Saturday: Closed Sunday: Closed
Hannah Magrum - Thrivent
Location 244 W Sturbridge Dr, Medina, OH 44256, USA
Phone (330) 606-8645
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3399 Normandy Park Dr # M7, Medina, OH 44256, USA
Phone (330) 931-1265
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
First Mason Financial
SEC File# 801-72315
CRD# 145025
Location 33 Public Square, Medina, OH 44256, USA
Phone (330) 722-5777
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Raymond James & Associates
Location 784 Medina Rd #101, Medina, OH 44256, USA
Phone (330) 239-1904
Financial Advisors | U.S. Bancorp Investments
Location 3705-A Medina Rd, Medina, OH 44256, USA
Phone (330) 721-0552
Michael Short - Raymond James
Location 784 Medina Rd, Medina, OH 44256, USA
Phone (330) 239-1904
Edward Jones - Financial Advisor: Steven Shields
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5164 Normandy Park Dr Suite 275, Medina, OH 44256, USA
Phone (330) 460-4247
Amelia Urbanik - Thrivent
Location 337 E Washington St Suite C, Medina, OH 44256, USA
Phone (330) 722-6757
Myers Capital Advisors

3 out of 5

Location 4087 Medina Rd #300, Medina, OH 44256, USA
Phone (330) 591-2121
Edward Jones - Financial Advisor: Lauri A Mackey
SEC File# 801-3297
CRD# 250
Location 735 N Court St Suite C, Medina, OH 44256, USA
Phone (330) 723-7733
Edward Jones - Financial Advisor: Alyssa Strayer
SEC File# 801-3297
CRD# 250
Location 3443 Medina Rd Suite 100, Medina, OH 44256, USA
Phone (330) 722-3559
Henderson Financial Services (HFS)
Location 5432 Brook Run Dr, Medina, OH 44256, USA
Phone (330) 416-8281
Raymond James Financial Services

5 out of 5

Location 387 Medina Rd, Medina, OH 44256, USA
Phone (330) 239-0850
Edward Jones - Financial Advisor: Sue Kozak, CFP®
SEC File# 801-3297
CRD# 250
Location 3443 Medina Rd Suite 100, Medina, OH 44256, USA
Phone (330) 722-3559
Edward Jones - Financial Advisor: Brad Shook, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 23 Public Square Suite 210, Medina, OH 44256, USA
Phone (330) 723-4014
Edward Jones - Financial Advisor: Austin C Mims
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4975 Foote Rd Suite 300, Medina, OH 44256, USA
Phone (330) 722-8100
BDS Financial Network
Location 3637 Medina Rd Suite 110, Medina, OH 44256, USA
Phone (234) 217-0318
Aspire Growth Partners
SEC File# 801-120122
CRD# 312063
Location 1180 Medina Rd, Medina, OH 44256, USA
Phone (800) 910-2334
Doug Rogers - Thrivent
Location 337 E Washington St Ste C, Medina, OH 44256, USA
Phone (330) 722-6757
Investors Union Royal Alliance
Location 4015 Medina Rd # 200, Medina, OH 44256, USA
Phone (330) 725-7980
David Ebner, Independent Financial Group, LLC
Location 185 Grandview Ave, Wadsworth, OH 44281, USA
Phone (440) 915-3300
Freeman Heyne Toma Financial Advisors
Location 18400 Pearl Rd, Strongsville, OH 44136, USA
Phone (330) 668-6944
Munka & Risher Financial

5 out of 5

Location 1392 High St #206, Wadsworth, OH 44281, USA
Phone (330) 331-7377
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About Medina County, OH

Medina County is located in northeast Ohio and is part of the Cleveland-Akron-Canton metropolitan area. The county has a population of over 210,000 and is the home of numerous businesses and industries, including several top employers. Major highways and streets include Interstate 71, State Route 18, and U.S. Route 224. Some of the county's neighborhoods include Brunswick, Chatham, Hinckley, Lafayette, Lodi, Medina, Spencer, Wadsworth, and Westfield Center.

Where Certified Financial Advisors in Medina County, OH Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Medina County, OH residents have a number of services that banks can provide them. Banks offer checking and savings accounts, as well as certificates of deposit (CDs). In addition, they offer loans for cars, homes, and businesses, as well as credit cards. Banks also offer investment products such as mutual funds and annuities. Finally, they provide online banking and bill pay services.

Insurance Broker

Medina County, OH residents can benefit from the help of insurance brokers when it comes to finding the best insurance policies for their needs. Insurance brokers have a wealth of knowledge and experience when it comes to insurance, and they can help residents compare different policies until they find the one that is right for them. Additionally, insurance brokers can help residents file claims and get the most out of their policies.

Retirement Planning

Medina County, OH residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and experience to help people create a plan that will best suit their needs. They can also offer advice on how to save for retirement and how to prepare for unexpected events that may occur during retirement.

Wealth Management

Medina County, OH residents can benefit from wealth management in a number of ways. Wealth management can help individuals and families save for retirement, reduce their taxes, and pass on their wealth to the next generation in a tax-efficient way. Wealth managers also work with business owners to grow their businesses and protect them from financial risks.

Estate Planning Lawyer

Estate planning lawyers can help Medina County, OH residents protect their assets and plan for the future. Estate planning is the process of arranging for the management and disposal of a person's estate in the event of death. It can also be used to plan for possible incapacity due to illness or old age. An estate includes all property, both real and personal, owned by a person at the time of death. An experienced estate planning lawyer can help you create a will, power of attorney, and living will that will ensure your wishes are carried out after your death. They can also advise you on how to best manage your assets during your lifetime, so that they are passed on to your heirs according to your wishes.

Mortgage Loan Officer

Mortgage loan officers in Medina County, OH can help residents by providing them with the best possible home loans. They can also offer advice on refinancing, and provide information about down payment assistance programs. In addition, mortgage loan officers can help residents understand their credit reports and scores, and work to improve their credit rating if necessary.

Tax Services

Tax accountants can help Medina County, OH residents by preparing their tax returns. They can also help residents find tax deductions and credits that they may be eligible for. Tax accountants can also help residents plan for their future tax obligations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Medina County, OH