List of Firms
Sandusky, OH Fiduciary Financial Advisors
Edward Jones - Financial Advisor: Patrick Surdy
North Coast Wealth Management Group - UBS Financial Services Inc.
Beecher House Ltd
Edward Jones - Financial Advisor: Keri L May, CFP®|AAMS®
Prism Advanced Strategies LLC
Edward Jones - Financial Advisor: Natasha L Irons
W.A. Smith Financial Group
Phoenix Financial Group - Gary C Yontz Sr. & Tyler Cammalleri
Balanced Wealth Group - Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Ryan Kyle
Avision Capital Management
Edward Jones - Financial Advisor: Eric Kochendoerfer
James Sampson - UBS Financial Services Inc.
Civista Bank Wealth Management
UBS Financial Services Inc.
Great Lakes Benefits and Wealth Mangement
Carl Overmyer - Financial Advisor, Ameriprise Financial Services, LLC
Money Concepts Financial Planning Center - Ross M. Boesch
Marie T Shultz - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Sandusky, OH Serve
Sandusky, OH is a vibrant city located on the shores of Lake Erie. It is home to a number of notable landmarks, including the Cedar Point amusement park, which draws in millions of visitors each year. Other popular attractions include the Sandusky Maritime Museum, the Merry-Go-Round Museum, and the historic Sandusky State Theater. In terms of employment, Sandusky is home to a diverse range of top employers, including Firelands Regional Medical Center, Cedar Fair Entertainment Company, and the Sandusky City School District. These organizations provide a variety of job opportunities for residents of the city. Major highways and streets in the area include Route 2, which runs along the coast of Lake Erie, as well as Route 6 and Route 250. These thoroughfares provide convenient access to neighboring cities and towns, as well as to major airports and transportation hubs. Sandusky is also home to a number of distinct neighborhoods, each with its own unique character and charm.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Sandusky, OH
A financial advisor in Sandusky, OH can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, a financial advisor can provide expert advice and guidance to help clients make informed financial decisions. One specific aspect of Sandusky, OH that a financial advisor can help with is navigating the local real estate market. With its prime location on the shores of Lake Erie, Sandusky offers a variety of real estate opportunities for both residential and commercial properties. A financial advisor can provide valuable insight into the local market and help clients make sound investment decisions when it comes to buying or selling property in Sandusky. With their expertise and knowledge, a financial advisor can help clients achieve financial success and security in this bustling Ohio town.
Sandusky, OH is undoubtedly the best place to get financial advising due to its diverse range of financial institutions and expert financial advisors. With a population of over 25,000, Sandusky offers a plethora of financial services, including banks, credit unions, and investment firms, all of which boast top-notch financial advisors. One of the most striking features of Sandusky is its unique blend of small-town charm and big-city sophistication, which is reflected in the financial services it offers. Whether you are looking for retirement planning, investment advice, or tax planning, Sandusky's financial advisors have the expertise and experience to help you achieve your financial goals. With a thriving economy and a vibrant community, Sandusky is the perfect place to get sound financial advice that will help you secure your financial future.
A financial planner in Sandusky, OH is a professional who provides comprehensive financial advice and guidance to individuals and businesses in the area. With its bustling economy and diverse population, Sandusky, OH offers a unique set of financial challenges and opportunities that require a skilled and knowledgeable financial planner. From managing investments and retirement planning to tax strategies and estate planning, a financial planner in Sandusky, OH must have a deep understanding of the local market and the needs of its residents. With a complex web of laws and regulations governing financial planning, a skilled professional must be able to navigate these complexities with ease and provide clear and concise advice to their clients. Whether you are a young professional just starting out or a retiree looking to maximize your savings, a financial planner in Sandusky, OH can help you achieve your financial goals and secure your financial future.
Sandusky, OH residents should consider reaching out to a financial advisor when they are experiencing a significant life change, such as a new job, marriage, or the birth of a child. With its location on the shores of Lake Erie and its proximity to Cedar Point amusement park, Sandusky is a popular tourist destination that attracts a diverse population. However, the city also faces economic challenges, including a high poverty rate and limited job opportunities. A financial advisor can help Sandusky residents navigate these challenges by providing guidance on budgeting, saving, and investing. Additionally, a financial advisor can help residents plan for their future by creating a retirement plan and preparing for unexpected events such as medical emergencies or natural disasters. With the right financial guidance, Sandusky residents can achieve their financial goals and secure a brighter future for themselves and their families.
A financial advisor in Sandusky, OH must possess several important qualities to thrive in the industry. Firstly, they must have a deep understanding of the local economic landscape, including the unique challenges and opportunities that arise in the region. For instance, Sandusky, OH is a coastal city with a thriving tourism industry, making it a hub for small business owners and entrepreneurs. As such, a financial advisor in this area must be well-versed in the intricacies of small business finance, including tax laws and regulations. Additionally, they must possess excellent communication skills to effectively communicate complex financial concepts to their clients. They must also be detail-oriented and able to analyze data to identify trends and patterns that can inform investment strategies. Finally, they must be trustworthy and ethical, as they will be handling sensitive financial information and making important investment decisions on behalf of their clients.
Sandusky, OH is home to a number of top financial advising firms that cater to the investment needs of both individuals and businesses. These firms offer a wide range of services, including retirement planning, estate planning, tax planning, and investment management. One specific thing about Sandusky, OH that sets it apart from other cities is its proximity to Lake Erie. This means that the financial advisors in Sandusky have a unique understanding of the local economy and how it is affected by the seasonal fluctuations in tourism and other industries that rely on the lake. Additionally, many of these firms have a strong focus on sustainable investing, recognizing the importance of protecting the environment and supporting local businesses. With their bursty and complex approach to financial advising, these firms are well-equipped to help clients navigate the ever-changing landscape of the financial world and achieve their long-term goals.
Financial advisors in Sandusky, OH are compensated in a variety of ways. One common method is through commissions on the financial products they sell, such as mutual funds or insurance policies. Another way is through fees charged for their services, which can be based on a percentage of the assets they manage or a flat rate. Additionally, some advisors may receive bonuses or incentives for meeting certain performance targets. It's worth noting that in Sandusky, OH, many financial advisors also offer specialized services for retirees, given the city's large population of older adults. These services may include retirement planning, estate planning, and long-term care planning, among others. As a result, compensation structures may vary depending on the specific needs and goals of their clients.