Retirement Planning in Aurora, OH

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List of Firms

Top Retirement Planners in Aurora, OH

Demming Financial Services Corp.
5 out of 5
Location 13 New Hudson Rd, Aurora, OH 44202, USA
Phone (330) 562-2122
David Kopsak
Location 10300 Northfield Rd, Northfield, OH 44067, USA
Phone (330) 467-0422
Bishop Financial Advisors
5 out of 5
Location 591 Boston Mills Rd Suite 500, Hudson, OH 44236, USA
Phone (330) 342-4080
Beacon Financial Group
SEC File# 801-122901
CRD# 317775
Location 173 S Chillicothe Rd, Aurora, OH 44202, USA
Phone (216) 998-0100
Redwood Financial Network
SEC File# 801-79617
CRD# 157834
Location 30285 Bruce Industrial Pkwy, Solon, OH 44139, USA
Phone (440) 287-5020
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Solon Financial Group LLC
5 out of 5
Location 6200 Som Center Rd STE B21, Solon, OH 44139, USA
Phone (440) 519-1838
Persinger & Associates Inc.
5 out of 5
Location 251 W Garfield Rd STE 170, Aurora, OH 44202, USA
Phone (330) 562-5811
Retirement Planning in Aurora, OH

About Aurora, OH for Those Planning to Retire

Nestled in northeastern Ohio, Aurora is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the quaint downtown area to the sprawling parks, Aurora is a city that has something for everyone. One of the most notable landmarks in Aurora is the Aurora Farms Premium Outlets, which offer a wide range of shopping options for visitors and residents alike. Additionally, the Aurora Historical Society and Museum is a must-see for those interested in the city's rich history. When it comes to top employers, Aurora has a diverse range of options, including Nestle, Swagelok, and PartsSource. These companies provide ample job opportunities and contribute to the city's thriving economy. Major highways and streets in Aurora include State Route 43, State Route 82, and Interstate 480. These roads provide easy access to neighboring cities and attractions.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Aurora, OH can benefit from a bank in a multitude of ways. One specific example is the ability to obtain financing for home renovation projects. Aurora, OH is a town known for its historic homes and many residents take pride in maintaining the charm and character of their properties. However, renovations can be costly and many homeowners may not have the funds readily available. A bank can provide options for home equity loans or lines of credit, allowing homeowners to access the funds they need to update and improve their homes. Additionally, a bank can offer financial planning services to help residents save for future renovations or other long-term goals. With the assistance of a bank, residents of Aurora, OH can continue to preserve the unique character of their town while also improving their own homes and financial well-being.

Insurance Broker

Residents of Aurora, OH can greatly benefit from the services of an insurance broker. With the town's location in northeastern Ohio, it is especially vulnerable to harsh weather conditions, such as heavy snowfall and thunderstorms. An insurance broker can help residents find the best policies to protect their homes and vehicles from weather-related damage. Additionally, Aurora is home to a number of small businesses, and an insurance broker can assist these business owners in finding the right coverage to protect their assets and employees. With the complexity of insurance policies and the ever-changing market, an insurance broker can provide the expertise needed to navigate the insurance world and ensure that residents of Aurora have the coverage they need to protect their homes, businesses, and families.

Wealth Management

Residents of Aurora, OH can benefit from the expertise of a wealth manager in a multitude of ways. One specific example is the potential for tax optimization. With Aurora's high median household income and the presence of several major employers, residents may be subject to higher tax rates. A wealth manager can help navigate the complex tax code and identify strategies to minimize tax liabilities. In addition, a wealth manager can provide guidance on investment options that align with residents' financial goals and risk tolerance. This could include diversifying portfolios with alternative investments or utilizing tax-advantaged retirement accounts. The complexities of managing wealth can be overwhelming, but a skilled wealth manager can provide peace of mind and help residents achieve their financial objectives.

Financial Advisor

Residents of Aurora, OH can benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor can assist is in navigating the unique tax laws of Ohio. With a state income tax rate that ranges from 0% to 4.797%, and a sales tax rate of 5.75%, it can be challenging for Aurora residents to understand how to best manage their finances. A financial advisor can provide guidance on tax-efficient investment strategies, such as municipal bond funds, and help residents take advantage of tax deductions and credits. Additionally, a financial advisor can assist with retirement planning, college savings plans, and estate planning, ensuring that Aurora residents are well-prepared for their financial future. With their expertise and knowledge, a financial advisor can help Aurora residents achieve their financial goals and provide peace of mind.

Mortgage Loan Officer

Residents of Aurora, OH could greatly benefit from the assistance of a mortgage loan officer. With the city's median home value being over $300,000, many potential buyers may require financial support in order to purchase a home. A loan officer can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate loans, and help borrowers choose the best option for their financial situation. Additionally, the loan officer can assist with pre-approval and the application process, which can be complex and overwhelming for first-time homebuyers. With their expertise, a loan officer can help residents of Aurora secure the funding they need to achieve their dream of homeownership.

Tax Services

Residents of Aurora, OH can benefit from the services of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. This is particularly important in Aurora, OH, where the tax code can be quite complicated due to the city's unique mix of residential, commercial, and industrial properties. A tax advisor can help residents understand the various deductions and credits that are available to them, as well as provide guidance on how to minimize their tax liability. Additionally, a tax advisor can help residents with tax planning, which involves looking ahead to future tax years and making strategic decisions about investments, retirement accounts, and other financial matters. Overall, a tax advisor can be an invaluable resource for residents of Aurora, OH, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Aurora, OH can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families to create comprehensive plans for their assets and property, ensuring that their wishes are carried out after their passing. In Aurora, OH specifically, an estate planning lawyer can assist with a variety of tasks, such as drafting wills, establishing trusts, and creating powers of attorney. They can also provide guidance on tax planning and asset protection strategies, which can be especially important for those with significant wealth. Additionally, an estate planning lawyer can help families navigate complex legal issues related to probate and inheritance, providing peace of mind and ensuring that their loved ones are taken care of in the event of their passing. Overall, an estate planning lawyer can be an invaluable resource for residents of Aurora, OH looking to protect their assets and provide for their families.


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