Find a Financial Advisor in Union County, OH

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Financial Planning Firms in Union County, OH

Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9 W North St, Ostrander, OH 43061, USA
Phone (740) 666-5153
Language https://www.edwardjones.com/us-en?y_source=1_NjQyNjQ4NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 N Main St, Marysville, OH 43040, USA
Phone (937) 738-7460
Language https://www.edwardjones.com/us-en?y_source=1_MzQxMzEyMS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
McCarthy and Cox Retirement and Estate Specialists LLC
SEC File# 801-41541
CRD# 8032

5 out of 5

Location 127 W 5th St, Marysville, OH 43040, USA
Phone (937) 644-0351
Language http://mccarthyandcox.com/
Directions
Ascend Advisory Group
SEC File# 801-57434
CRD# 11025

5 out of 5

Location 6760 Perimeter Dr, Dublin, OH 43016, USA
Phone (614) 784-6000
Language http://www.ascendadvisory.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00032702019805311
Directions
Robert Nowe - Financial Advisor, Ameriprise Financial Services, LLC
Location 5860 Venture Dr Ste B, Dublin, OH 43017, USA
Phone (614) 389-3400
Language https://www.ameripriseadvisors.com/robert.t.nowe/?cid=IP_local_google
Directions
Everence Financial
Location 111 S Chillicothe St, Plain City, OH 43064, USA
Phone (614) 873-7773
Language https://www.everence.com/locations-and-atms/other-local-offices/plain-city
Directions
Columbus Street Financial Planning
Location 565 Metro Pl S #300, Dublin, OH 43017, USA
Phone (614) 662-4250
Language https://www.columbusstreetfindublin.com/
Directions
Keeler & Nadler Family Wealth
SEC File# 801-80394
CRD# 173079

5 out of 5

Location 485 Metro Pl S Suite 100, Dublin, OH 43017, USA
Phone (614) 791-4123
Language http://www.keelernadler.com/
Directions
Nathan Daugherty - Financial Advisor, Ameriprise Financial Services, LLC
Location 5860 Venture Dr Ste B, Dublin, OH 43017, USA
Phone (614) 389-3400
Language https://www.ameripriseadvisors.com/nathan.m.daugherty/?cid=IP_local_google
Directions
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About Union County, OH

Union County is located in the central-eastern region of Ohio. The county is home to numerous attractions and landmarks, including the National Trail Raceway and the Olentangy Indian Caverns. Major employers in Union County include Honda, Cardinal Health, and Wendy's. The major highways and streets in Union County include Interstate 70, U.S. Route 33, and State Route 4. The neighborhoods in Union County include Marysville, Plain City, and Dublin.

Related Services

Banks and Credit Unions

Residents of Union County, OH have a number of banking services available to them. Banks can provide residents with checking and savings accounts, as well as loans and other financial products. Residents can also use banks to make deposits and withdrawals, and to get cash. Banks can also help residents manage their money by providing them with budgeting advice and other tools.

Insurance Broker

Residents of Union County, OH can find help with their insurance needs by working with a broker. A broker can help residents compare rates and find the best coverage for their needs. Brokers are also experts on the different types of insurance policies available, and they can help residents choose the right policy for their needs.

Retirement Planning

Union County, OH residents can benefit greatly from retirement planning with the help of a financial advisor. A financial advisor can help you assess your current financial situation and develop a plan that will allow you to retire comfortably. They can also provide guidance on how to save for retirement and how to make the most of your retirement savings. If you are nearing retirement age, it is important to consult with a financial advisor as soon as possible to ensure that you have enough money saved up.

Wealth Management

Union County, OH residents can benefit from wealth management services in order to make the most of their money. Wealth management helps people stay on track with their finances by creating a plan that is tailored to their unique needs and goals. This can be especially helpful for Union County, OH residents who are looking to grow their money and protect it from volatility in the market.

Estate Planning Lawyer

Estate planning lawyers in Union County, OH can help residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your property is distributed according to your wishes after you die. They can also help you set up guardianship for your children in case something happens to you, and make arrangements for your end-of-life care. If you're interested in protecting your family and planning for the future, estate planning may be right for you.

Mortgage Loan Officer

Mortgage loan officers in Union County, OH can help residents by providing them with information on home buying, refinancing, and mortgage rates. In addition, they can provide advice on how to get the best mortgage for each individual's needs. Loan officers can also help residents understand the terms of their mortgages and answer any questions they may have about the process. By working with a loan officer, residents can feel confident that they are making the best decisions for their financial future.

Tax Services

Union County, OH residents can benefit from the services of tax accountants in a number of ways. For one, tax accountants can help individuals and businesses file their tax returns accurately and on time. This can save taxpayers money by avoiding late fees and penalties. In addition, tax accountants can help identify tax breaks and deductions that may be available to Union County residents. By taking advantage of these deductions, taxpayers can reduce their taxable income and lower their overall tax bill. Finally, tax accountants can advise Union County residents on how to best manage their tax liabilities throughout the year, which can help them stay ahead of any potential surprises come tax time.