Best Financial Advisors in Trumbull County, OH

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List of Firms

Trumbull County, OH Fiduciary Financial Advisors

SEC File# 801-38618
CRD# 16164
5 out of 5
Location 11 Central Square Suite 600, Youngstown, OH 44503, USA
Phone (330) 967-0456
Directions
SEC File# 801-81072
CRD# 116570
5 out of 5
Location 972 Youngstown Kingsville Rd SE, Vienna, OH 44473, USA
Phone (330) 539-1700
Directions
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Multifinancial Securities Corporation
Location 8007 E Market St, Warren, OH 44484, USA
Phone (330) 856-9950
Directions
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Ernie Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
Location 3378 State Route 5 NE, Cortland, OH 44410, USA
Phone (330) 638-5525
Directions
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Cabot Family Office
5 out of 5
Location 108 Main Ave SW suite 302b, Warren, OH 44481, USA
Phone (330) 237-9651
Directions
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Kimberly Vargo - Prudential Financial
5 out of 5
Location 54 Westchester Dr #4, Youngstown, OH 44515, USA
Phone (330) 799-8781
Directions
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Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 3378 State Rte 5 NE, Cortland, OH 44410, USA
Phone (330) 638-5525
Directions
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Edward Jones - Financial Advisor: Martin A Zofko, AAMS™
5 out of 5
Location 8015 E Market St, Warren, OH 44484, USA
Phone (330) 856-9665
Directions
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location Cortland, OH 44410, USA
Phone (330) 638-1021
Directions
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Guidelight Financial Group, Ameriprise Financial, Inc.
Location 3378 State Rte 5, Cortland, OH 44410, USA
Phone (330) 638-5525
Directions
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American Atlantic LLC
Location 104 S State St, Girard, OH 44420, USA
Phone (330) 327-1591
Directions
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JERVIS FINANCIAL GROUP
5 out of 5
Location 8922 E Market St, Warren, OH 44484, USA
Phone (330) 984-0390
Directions
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Shively, Rider & Associates - Ameriprise Financial Services, LLC
Location 3010 State Rte 5 a, Cortland, OH 44410, USA
Phone (330) 637-3556
Directions
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Hovanic Wealth Solutions
Location 8009 E Market St, Warren, OH 44484, USA
Phone (234) 600-5900
Directions
Financial Advisors in Trumbull County, OH

Where Certified Financial Advisors in Trumbull County, OH Serve

Trumbull County, OH is a bustling hub of activity with a plethora of landmarks and top employers. One of its most notable landmarks is the Mosquito Lake State Park, which boasts over 7,000 acres of natural beauty. Another must-see attraction is the Packard Museum, which showcases the history of the Packard automobile. Trumbull County is also home to several top employers, including General Motors, Mercy Health, and the Trumbull County Educational Service Center. Major highways and streets in the area include I-80, Route 11, and Route 422, providing easy access to neighboring cities. Neighborhoods in Trumbull County range from historic Warren to modern Austintown, each with its own unique charm and character. With so much to see and do, Trumbull County is a vibrant and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Trumbull County, OH can greatly benefit from the expertise of a financial advisor. With a median household income of $47,000 and a poverty rate of 14.7%, many individuals and families in the area may struggle with managing their finances and planning for the future. A financial advisor can provide guidance on budgeting, saving, and investing, as well as help navigate complex financial situations such as retirement planning or paying for college. Additionally, with Trumbull County being home to a significant number of retirees, a financial advisor can assist in creating a retirement income plan that ensures a comfortable and secure future. Overall, a financial advisor can provide valuable support and education to Trumbull County residents in achieving their financial goals and improving their financial well-being.

Insurance Broker

Residents of Trumbull County, OH can benefit greatly from the services provided by an insurance broker. With the high number of severe weather events in the area, including tornadoes and heavy snowfall, having the right insurance coverage can be crucial. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best meets their needs and budget. Additionally, with the high prevalence of chronic health conditions in Trumbull County, an insurance broker can help individuals and families find health insurance plans that provide adequate coverage for their specific needs. Overall, an insurance broker can provide valuable guidance and support to Trumbull County residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Trumbull County, OH can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. For example, Trumbull County has a higher than average poverty rate compared to other counties in Ohio, so a retirement planner can help residents navigate ways to save and invest for retirement despite financial challenges. Additionally, a retirement planner can assist with navigating the complex world of Social Security and Medicare, ensuring that residents are maximizing their benefits and minimizing their costs. With the help of a retirement planner, residents of Trumbull County can feel confident that they are on track to achieve their retirement goals and live comfortably in their golden years.

Wealth Management

Residents of Trumbull County, OH could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their specific goals and needs. This could include saving for retirement, paying for college, or managing debt. Additionally, a wealth manager can provide guidance and advice on investment decisions, helping residents to make informed choices about their money. For residents of Trumbull County, OH, a wealth manager could also offer expertise on local economic conditions and trends, which could be particularly valuable for those looking to invest in the area. Overall, a wealth manager can provide valuable support and guidance to help residents of Trumbull County, OH achieve their financial goals and improve their financial well-being.

Mortgage Loan Officer

Residents of Trumbull County, OH are likely to benefit from the services of a mortgage loan officer in several ways. One of the most common ways is through the provision of expert advice on the best mortgage products available in the county. Trumbull County is known for its diverse population and varied housing needs, and a mortgage loan officer can guide residents on the most suitable mortgage options for their specific circumstances. Additionally, a loan officer can help residents navigate the complex mortgage application process, ensuring that they submit all the necessary documentation and meet all the requirements. This can save residents time and reduce the stress associated with applying for a mortgage. Ultimately, a mortgage loan officer can help residents of Trumbull County achieve their dream of homeownership, which is a significant milestone in life.

Tax Services

Residents of Trumbull County, OH could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor could help is by assisting with tax planning and preparation. Trumbull County is home to a diverse population with varying income levels and tax situations, so having a tax advisor who understands the unique tax laws and regulations in the area could be invaluable. Additionally, a tax advisor could help residents navigate changes in tax laws and regulations, such as those related to COVID-19 relief programs. With the help of a tax advisor, residents of Trumbull County could ensure they are maximizing their tax savings and avoiding any potential penalties or audits.

Estate Planning Lawyer

Residents of Trumbull County, OH can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by ensuring that their assets are distributed according to their wishes after they pass away. In Trumbull County, where the population is aging and many residents have accumulated significant assets over the years, this is particularly important. An estate planning lawyer can also help residents minimize the tax burden on their heirs, ensure that their healthcare wishes are respected, and protect their assets from potential creditors. With the help of an experienced estate planning lawyer, residents of Trumbull County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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