Best Financial Advisors in Xenia, OH

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List of Firms

Xenia, OH Fiduciary Financial Advisors

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Wichman & Newell Financial Advisors
Location 260 N Detroit St, Xenia, OH 45385, USA
Phone (937) 352-6659
Directions
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Brian M Andzik - Morgan Stanley
Location 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440, USA
Phone (937) 431-7880
Directions
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David Criner - Raymond James
3 out of 5
Location 50 Chestnut St, Beavercreek, OH 45440, USA
Phone (937) 431-6700
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440, USA
Phone (937) 431-7800
Directions
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Fairlead Financial Group
Location 665 Shayna Ln, Dayton, OH 45434, USA
Phone (937) 705-6514
Directions
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Carillon Advisors
SEC File# 801-120354
CRD# 312498
5 out of 5
Location 75 Harbert Dr, Beavercreek, OH 45440, USA
Phone (937) 203-3460
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First Command Financial Advisor - Pete Whelan
Location 51 Plum St Ste 260, Beavercreek, OH 45440, USA
Phone (937) 429-4490
Directions
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Financial Freedom, LLC
SEC File# 801-107534
CRD# 167893
Location 70 Birch Alley Suite 240, Beavercreek, OH 45440, USA
Phone (937) 458-3661
Directions
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Frances Milano - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 67 Marydale Dr Ste A, Beavercreek, OH 45440, USA
Phone (937) 431-9224
Directions
Financial Advisors in Xenia, OH

Where Certified Financial Advisors in Xenia, OH Serve

Nestled in the heart of southwestern Ohio lies the charming city of Xenia. With a rich history dating back to the early 1800s, Xenia is home to several notable landmarks, including the Greene County Courthouse, the Xenia Station Railroad Museum, and the National Afro-American Museum and Cultural Center. As for top employers, Xenia boasts a diverse range of businesses, from healthcare and education to manufacturing and retail. Some of the city's largest employers include Kettering Health Network, Xenia Community Schools, and Wilberforce University. When it comes to major highways and streets, Xenia is conveniently located near several major thoroughfares, including Interstate 675, U.S. Route 35, and State Route 42. Additionally, the city is home to several bustling neighborhoods, each with its own unique character and charm. Whether you're a history buff, a nature lover, or simply looking for a great place to call home, Xenia has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Xenia, OH could benefit greatly from the guidance of a financial advisor. With a median household income of $43,000 and a poverty rate of 17%, many individuals in Xenia may struggle with managing their finances. A financial advisor can assist with creating a budget, developing a savings plan, and investing wisely. Additionally, with the recent tornadoes that have affected the area, a financial advisor can provide guidance on insurance coverage and rebuilding efforts. Overall, a financial advisor can help residents of Xenia achieve financial stability and security, allowing them to focus on other important aspects of their lives.

Insurance Broker

Residents of Xenia, OH can benefit greatly from the services of an insurance broker. Xenia is a small town that is prone to natural disasters such as tornadoes, floods, and severe storms. An insurance broker can help residents find the right coverage to protect their homes and belongings against these risks. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs. With the rising costs of healthcare, having an insurance broker to guide residents through the options can save them both time and money. Overall, an insurance broker can provide valuable support to the residents of Xenia, OH in protecting their homes, possessions, and health.

Retirement Planning

Residents of Xenia, OH can benefit greatly from the services of a retirement planner. A retirement planner can help them in several ways, such as creating a personalized retirement plan, managing their retirement savings, and providing guidance on investment strategies. Specifically, Xenia, OH residents may face unique challenges when it comes to retirement planning, such as navigating the local tax laws and finding affordable healthcare options. A retirement planner can help them understand these challenges and develop a plan that takes them into account. With the help of a retirement planner, residents of Xenia, OH can feel confident that they are on track to achieve their retirement goals and enjoy their golden years.

Wealth Management

Residents of Xenia, OH can benefit greatly from the expertise of a wealth manager. With a population of just over 25,000, Xenia is a small city that is home to many hardworking individuals and families. A wealth manager can help these residents with a variety of financial needs, such as retirement planning, investment management, and tax planning. One specific way that a wealth manager can assist residents of Xenia is by helping them navigate the complexities of estate planning. Many families in Xenia may have inherited property or assets from previous generations, and a wealth manager can provide guidance on how to best manage and protect these assets for future generations. Overall, a wealth manager can provide valuable support and guidance to residents of Xenia as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Xenia, OH can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of securing a mortgage loan to buy a home. Xenia, OH has a diverse housing market, with a mix of historic homes and modern developments. A mortgage loan officer can help residents understand the various mortgage options available to them, such as fixed-rate mortgages, adjustable-rate mortgages, and FHA loans. They can also help residents determine how much they can afford to borrow, based on their income, credit score, and other factors. Additionally, a mortgage loan officer can assist residents in finding the best mortgage rates and terms, which can save them thousands of dollars over the life of their loan.

Tax Services

Residents of Xenia, OH can benefit greatly from the expertise of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult for individuals to navigate the complex system on their own. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. In addition, a tax advisor can assist with resolving any tax issues or disputes with the IRS. Specifically, residents of Xenia, OH may benefit from a tax advisor who is knowledgeable about the local tax laws and regulations, such as the city income tax. By working with a tax advisor, residents can save time, money, and avoid potential legal issues.

Estate Planning Lawyer

Residents of Xenia, OH can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Xenia, OH navigate the complex legal and financial issues that arise when planning for long-term care, such as Medicaid planning. With a deep understanding of Ohio's unique estate planning laws, an estate planning lawyer can also help residents of Xenia, OH minimize estate taxes and protect their assets from creditors. By working with an estate planning lawyer, residents of Xenia, OH can enjoy peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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