Find a Financial Advisor in Sandusky, OH

We did the hard work of finding trustworthy partners in Sandusky, OH. Fill out the form to get connected.
Scroll to List of Firms

Get Connected with a Financial Advisor in Sandusky, OH

As Seen In

List of Firms

Financial Planning Firms in Sandusky, OH

James Sampson - UBS Financial Services Inc.
Location 111 E Shoreline Dr Suite 3, Sandusky, OH 44870, USA
Phone (419) 357-1537
Language https://advisors.ubs.com/jamessampson/?utm_source=Yext&utm_medium=GMB&utm_campaign=172415&y_source=1_MTg4ODg0ODQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Prism Advanced Strategies LLC
Location 215 W Washington Row, Sandusky, OH 44870, USA
Phone (419) 621-1200
Language http://www.prismadvancedstrategies.com/
Directions
Waterstreet Financial
SEC File# 801-121720
CRD# 314822
Location 300 E Water St, Sandusky, OH 44870, USA
Phone (419) 504-7300
Language https://www.raymondjames.com/waterstreet
Directions
Civista Bank Wealth Management
Location 100 E Water St, Sandusky, OH 44870, USA
Phone (419) 627-4660
Language https://www.civista.bank/wealth/investment-management-and-trust/meet-our-team?utm_source=GMB&utm_medium=Search&utm_campaign=Tessa_Steinemann
Directions
Edward Jones - Financial Advisor: Patrick Surdy
SEC File# 801-3297
CRD# 250
Location 1522 E Perkins Ave F, Sandusky, OH 44870, USA
Phone (419) 626-2101
Language https://www.edwardjones.com/us-en/financial-advisor/patrick-surdy
Directions
Edward Jones - Financial Advisor: Natasha L Irons
SEC File# 801-3297
CRD# 250
Location 710 W Perkins Ave Unit B, Sandusky, OH 44870, USA
Phone (419) 557-9021
Language https://www.edwardjones.com/us-en/financial-advisor/natasha-irons
Directions
Stifel
Location 205 W Water St, Sandusky, OH 44870, USA
Phone (419) 625-5432
Language http://www.stifel.com/branch/oh/sandusky
Directions
W.A. Smith Financial Group
SEC File# 801-110042
CRD# 146608

5 out of 5

Location 4604 Timber Commons Dr, Sandusky, OH 44870, USA
Phone (419) 626-8600
Language http://www.wasmithfinancial.com/
Directions
Phoenix Financial Group - Gary C Yontz Sr. & Tyler Cammalleri

5 out of 5

Location 2419 E Perkins Ave Suite D, Sandusky, OH 44870, USA
Phone (419) 626-1765
Language http://phoenix419.com/
Directions
Balanced Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1604 E Perkins Ave Ste 109, Sandusky, OH 44870, USA
Phone (440) 871-6501
Language https://www.ameripriseadvisors.com/team/balanced-wealth-group/contact?cid=IP_local_google
Directions
North Coast Wealth Management Group - UBS Financial Services Inc.
Location 111 E Shoreline Dr, Sandusky, OH 44870, USA
Phone (419) 609-2447
Language https://advisors.ubs.com/northcoast/?utm_source=Yext&utm_medium=GMB&utm_campaign=299480&y_source=1_MTg4ODg1MzEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 1302 Cleveland Rd W, Sandusky, OH 44870, USA
Phone (419) 627-4600
Directions
Money Concepts Financial Planning Center - Ross M. Boesch
Location 1604 E Perkins Ave #208, Sandusky, OH 44870, USA
Phone (419) 502-2220
Directions
Edward Jones - Financial Advisor: Ryan Kyle
Location 5500 Milan Rd Suite 366, Sandusky, OH 44870, USA
Phone (419) 621-3993
Language https://www.edwardjones.com/us-en/financial-advisor/ryan-kyle
Directions
Beecher House Ltd

5 out of 5

Location 215 W Washington Row, Sandusky, OH 44870, USA
Phone (419) 621-1794
Directions
UBS Financial Services Inc.
Location 111 E Shoreline Dr #3, Sandusky, OH 44870, USA
Phone (419) 624-6800
Language http://www.ubs.com/branch/sanduskysa/
Directions
Great Lakes Benefits and Wealth Mangement
Location 1325 Hull Rd, Sandusky, OH 44870, USA
Phone (419) 626-3900
Language http://www.todaysretirees.com/
Directions
Edward Jones - Financial Advisor: Keri L May, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 173 E Washington Row, Sandusky, OH 44870, USA
Phone (419) 609-9299
Language https://www.edwardjones.com/us-en/financial-advisor/keri-may
Directions
Avision Capital Management
Location 523 Jackson St, Sandusky, OH 44870, USA
Phone (419) 621-4100
Directions
Edward Jones - Financial Advisor: Eric Kochendoerfer
SEC File# 801-3297
CRD# 250
Location 537 Huron Ave, Sandusky, OH 44870, USA
Phone (419) 626-4444
Language https://www.edwardjones.com/us-en/financial-advisor/eric-kochendoerfer
Directions
Carl Overmyer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1604 E Perkins Ave Ste 109, Sandusky, OH 44870, USA
Phone (575) 541-6501
Language https://www.ameripriseadvisors.com/carl.r.overmyer/contact?cid=IP_local_google
Directions
Marie T Shultz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1604 E Perkins Ave Ste 109, Sandusky, OH 44870, USA
Phone (419) 624-0606
Language https://www.ameripriseadvisors.com/Marie.T.Shultz/?cid=IP_local_google
Directions
Image of Sandusky, OH
Image from Google Maps

About Sandusky, OH

Sandusky is a city in Erie County, Ohio, United States. The city is located on the shores of Lake Erie and is the county seat of Erie County. It is the home of Cedar Point, the world's second-most visited amusement park behind Walt Disney World Resort. As of the 2010 census, the city had a population of 25,793. The Sandusky metropolitan area had a population of 94,136 in 2010. The top employers in Sandusky are Cedar Point, Cooper Tire & Rubber Company, Mercy Health - St. Vincent Medical Center, and Owens-Illinois. Major highways and streets in Sandusky include Ohio State Route 2, US 6, and US 20. Neighborhoods in Sandusky include Bay View, Downtown Sandusky, Perkins Township, and Put-in-Bay Township.

Related Services

Banks and Credit Unions

Banks in Sandusky, OH provide a variety of services to their customers. These include checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and bill pay services. Banks can also help you plan for your financial future by providing investment advice and retirement planning services.

Insurance Broker

Residents of Sandusky, OH can rely on insurance brokers to help them find the best insurance policies for their needs. Insurance brokers are knowledgeable about the different types of insurance policies available, and can help residents compare rates and choose the policy that is best for them. In addition, insurance brokers can help residents file claims and get the reimbursement they deserve after an accident or other incident.

Retirement Planning

Sandusky, OH residents have a lot to think about when it comes to retirement planning. Fortunately, financial advisors can help them make the best choices for their future. Advisors can provide expert advice on saving for retirement, investing for the long term, and making smart decisions with regard to Social Security and Medicare. Sandusky residents can benefit from working with an advisor who understands their unique needs and goals.

Wealth Management

Sandusky, OH residents looking to manage their wealth can benefit from the help of a professional wealth management firm. A wealth management firm can provide advice and recommendations on how to save money, invest money, and grow money. They can also help you plan for retirement and estate planning. If you are in Sandusky, OH and are looking for help managing your wealth, please contact us today. We would be happy to provide you with a free consultation.

Estate Planning Lawyer

Estate planning lawyers in Sandusky, OH can help residents with a variety of tasks related to estate planning. This includes drafting wills and trusts, helping to identify beneficiaries, and providing guidance on estate taxes. In addition, estate planning lawyers can also provide assistance with probate proceedings and asset management.

Mortgage Loan Officer

Mortgage loan officers in Sandusky, OH can help residents by providing them with the best mortgage rates and products available. They can also help residents find the right mortgage for their needs, and guide them through the entire process of obtaining a mortgage.

Tax Services

Tax accountants in Sandusky, OH can help residents with their tax preparation and filing needs. They can also provide advice on how to reduce one's taxable income, and they can offer assistance with estate and gift planning. In addition, tax accountants can help individuals and businesses understand the complex tax code in the United States.