Best Financial Advisors in Sylvania, OH

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List of Firms

Sylvania, OH Fiduciary Financial Advisors

SEC File# 801-116835
CRD# 304237
Location 5520 Monroe St # B, Sylvania, OH 43560, USA
Phone (419) 379-1501
Directions
SEC File# 801-100364
CRD# 175147
Location 7135 W Sylvania Ave #2b, Sylvania, OH 43560, USA
Phone (419) 824-8200
Directions
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Balhoff Richard W
Location 7135 W Sylvania Ave # 2B, Sylvania, OH 43560, USA
Phone (419) 824-8200
Directions
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Harroun Investments
Location 4848 N Holland Sylvania Rd # 1, Sylvania, OH 43560, USA
Phone (419) 885-3706
Directions
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Edward Jones - Financial Advisor: Don Ahl
5 out of 5
Location 5678 Main St, Sylvania, OH 43560, USA
Phone (419) 882-2322
Directions
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Thomas Gagnet - UBS Financial Services Inc.
Location 5757 Monroe St, Sylvania, OH 43560, USA
Phone (419) 318-5019
Directions
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Touchstone Wealth Partners - UBS Financial Services Inc.
Location 5757 Monroe St, Sylvania, OH 43560, USA
Phone (419) 318-5500
Directions
Financial Advisors in Sylvania, OH

Where Certified Financial Advisors in Sylvania, OH Serve

Sylvania, OH is a charming city located in Lucas County, Ohio. It is home to several notable landmarks, including the Sylvania Historical Village, which showcases the city's rich history. The city is also home to the Wildwood Metropark, a beautiful natural oasis that offers hiking trails, picnic areas, and stunning views of the Maumee River. Top employers in Sylvania include ProMedica Health System, Sylvania Schools, and the City of Sylvania. The city is also home to several small businesses and local shops that contribute to the local economy. Major highways and streets in Sylvania include US Route 23, State Route 51, and Monroe Street. These roads provide easy access to nearby cities and attractions, including Toledo and the Toledo Zoo. Sylvania is comprised of several unique neighborhoods, each with its own character and charm. These neighborhoods include the historic downtown area, as well as newer developments like Cobblestone Village and Stone Oak.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sylvania, OH could benefit from the guidance of a financial advisor in a number of ways. For starters, many people in this community may need help creating a budget or managing debt. With the cost of living in Sylvania being slightly higher than the national average, it's important for residents to make the most of their finances. A financial advisor could also help individuals plan for retirement, save for their children's education, or invest in the stock market. Additionally, with the recent growth of small businesses in Sylvania, many entrepreneurs may need assistance with financial planning or tax strategies. Overall, a financial advisor could provide invaluable support to the residents of Sylvania, helping them achieve their financial goals and secure their future.

Insurance Broker

Residents of Sylvania, OH can benefit greatly from the services of an insurance broker. With the ever-increasing cost of healthcare, an insurance broker can help residents find affordable health insurance plans that meet their needs. Additionally, Sylvania is known for its severe winter weather, and an insurance broker can help residents find comprehensive home insurance policies that cover damage caused by snow and ice. Moreover, an insurance broker can also assist residents in finding auto insurance policies that provide adequate coverage for the unique driving conditions in Sylvania, such as icy roads and heavy snowfall. Overall, an insurance broker can provide invaluable assistance to Sylvania residents in navigating the complex world of insurance and ensuring that they are adequately protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Sylvania, OH can benefit greatly from the guidance of a retirement planner. With a population of over 18,000, Sylvania is a vibrant community that offers a range of activities and amenities for retirees. A retirement planner can help residents of Sylvania navigate the complex world of retirement planning, including issues such as Social Security, Medicare, and long-term care. They can also help residents create a comprehensive retirement plan that takes into account their unique financial situation, goals, and lifestyle. For example, a retirement planner may recommend strategies for maximizing retirement income, such as investing in tax-advantaged accounts or creating a diversified investment portfolio. Additionally, they can help residents plan for unexpected expenses and ensure that their retirement savings will last throughout their lifetime. By working with a retirement planner, residents of Sylvania can have peace of mind knowing that they are on track to achieve their retirement goals.

Wealth Management

Residents of Sylvania, OH can benefit greatly from the help of a wealth manager. One of the most common ways a wealth manager can assist is by creating a personalized financial plan tailored to their unique needs and goals. This is particularly important in Sylvania, OH, where the cost of living is higher than the national average. A wealth manager can help residents navigate the local real estate market, plan for retirement, and manage their investments to ensure long-term financial stability. Additionally, many residents of Sylvania, OH own small businesses or work in industries with fluctuating incomes, making it crucial to have a financial expert who can provide guidance and support during both prosperous and challenging times. Overall, a wealth manager can be an invaluable resource for residents of Sylvania, OH looking to secure their financial future.

Mortgage Loan Officer

Residents of Sylvania, OH can benefit greatly from the expertise of a mortgage loan officer. For starters, these professionals can help residents navigate the complex process of purchasing a home. They can provide guidance on the different types of mortgage loans available and help residents determine which one is best for their unique financial situation. Additionally, mortgage loan officers can assist residents in securing the best possible interest rates and loan terms, potentially saving them thousands of dollars over the life of their loan. In Sylvania, OH specifically, a mortgage loan officer may also be able to provide information on local housing market trends and developments, helping residents make informed decisions about their home buying or refinancing options.

Tax Services

Residents of Sylvania, OH can benefit from the expertise of a tax advisor in a variety of ways. One specific aspect that a tax advisor can assist with is navigating the complex tax laws and regulations unique to Ohio. With the state's specific tax codes and exemptions, it can be challenging for residents to understand how to maximize their tax savings. A tax advisor can help residents understand the deductions and credits available to them, as well as provide guidance on how to minimize their tax liability. Additionally, a tax advisor can assist with tax planning, ensuring residents are properly prepared for tax season and avoiding any potential penalties or audits. Overall, a tax advisor can provide valuable support and guidance to residents of Sylvania, OH in navigating the often confusing world of taxes.

Estate Planning Lawyer

Residents of Sylvania, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Sylvania is by helping them create a comprehensive plan for their assets and property. This can include drafting a will, setting up trusts, and establishing powers of attorney. Additionally, an estate planning lawyer can help residents of Sylvania navigate the complex legal landscape surrounding estate taxes and probate court. With Sylvania's population of over 18,000 residents, it's important for individuals to have a solid estate plan in place to ensure their assets are distributed according to their wishes and their loved ones are taken care of after they pass away.

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