Retirement Planning in Mansfield, OH

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List of Firms

Top Retirement Planners in Mansfield, OH

Location 111 Park Ave E, Mansfield, OH 44901, USA
Phone (567) 247-7639
Whitaker-Myers Wealth Managers
SEC File# 801-118404
CRD# 286093
Location 1485 Lexington Ave, Mansfield, OH 44907, USA
Phone (419) 524-4562
Golden Reserve
SEC File# 801-121383
CRD# 283588
5 out of 5
Location 255 Sterkel Blvd, Mansfield, OH 44907, USA
Phone (419) 755-5001
College Planning Alliance LLC
Location 28 Park Ave W Suite 904, Mansfield, OH 44902, USA
Phone (419) 631-2968
Edward Jones - Financial Advisor: Kevin J Depue
SEC File# 801-3297
CRD# 250
Location 2021 Park Ave W, Mansfield, OH 44906, USA
Phone (419) 529-9444
Danuloff Financial Services
Location 3568 Oakstone Dr, Mansfield, OH 44903, USA
Phone (740) 816-7643
Offenburger Capital Management, LLC
Location 961 Lexbrook Trail, Mansfield, OH 44907, USA
Phone (419) 756-0060
Summit Benefit Solutions
SEC File# 801-121644
CRD# 152515
4 out of 5
Location 630 Lexington Ave, Mansfield, OH 44907, USA
Phone (419) 756-3921
The Shealy Group
Location 68 Park Ave W, Mansfield, OH 44902, USA
Phone (419) 524-2875
Retirement Planning in Mansfield, OH

About Mansfield, OH for Those Planning to Retire

Mansfield, OH is a vibrant city located in Richland County, Ohio. With its rich history, the city is known for its landmarks such as the Ohio State Reformatory, which is a historic prison that was used as a filming location for the movie The Shawshank Redemption. This city is also home to the Mansfield Memorial Museum, which is a historical museum that showcases the city's past. The economy of Mansfield, OH is driven by top employers such as OhioHealth Mansfield Hospital, Gorman-Rupp Company, and AK Steel Corporation. These companies provide a diverse range of employment opportunities for the city's residents. The major highways that run through Mansfield, OH are Interstate 71, US Route 30, and State Route 13. These highways connect Mansfield to other major cities in Ohio, such as Columbus and Cleveland. There are several neighborhoods in Mansfield, OH that offer a variety of housing options for its residents.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mansfield, OH would benefit from a bank in a variety of ways. A bank can provide financial services such as loans, savings accounts, and checking accounts. For example, a resident of Mansfield may need a loan to start a business or buy a car. In addition, a bank can help residents manage their money and provide financial advice. This is especially important in Mansfield, which has a diverse population with varying levels of financial literacy. Furthermore, a bank can offer convenience through online banking and mobile apps. This is particularly useful in Mansfield, which is a commuter town with many residents working in nearby cities. Finally, a bank can support the local economy by investing in small businesses and providing job opportunities. This is essential in Mansfield, which has struggled with high unemployment rates in recent years.

Insurance Broker

Residents of Mansfield, OH can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help them find the most suitable insurance coverage for their unique needs and budget. Given that Mansfield, OH is a city with a high crime rate, an insurance broker can also assist residents in securing their homes and property with the right insurance policies. Moreover, an insurance broker can help residents navigate complex insurance jargon and policies, ensuring they understand what they are paying for and what their coverage entails. Additionally, an insurance broker can provide residents with personalized advice on how to lower their insurance premiums and maximize their coverage. Overall, an insurance broker can be a valuable resource for residents of Mansfield, OH, providing them with peace of mind and financial security.

Wealth Management

Residents of Mansfield, OH could greatly benefit from the expertise of a wealth manager. With a population of over 45,000 people, Mansfield is a city that has seen its fair share of economic ups and downs. A wealth manager could help residents navigate the complexities of investing, tax planning, and retirement planning. For example, Mansfield is home to a number of small businesses that may not have the resources to manage their finances effectively. A wealth manager could provide guidance on cash flow management, budgeting, and risk management to ensure that these businesses are able to thrive. Additionally, Mansfield has a large retired population, and a wealth manager could help these individuals plan for their future by creating a comprehensive retirement plan that takes into account their unique needs and goals. Whether it's helping residents grow their wealth, protect their assets, or plan for their future, a wealth manager can provide invaluable support to the people of Mansfield, OH.

Financial Advisor

Residents of Mansfield, OH could benefit from a financial advisor in a variety of ways. One common issue in Mansfield is the struggle to save for retirement. A financial advisor could provide guidance on investment strategies and retirement planning, helping residents to build a nest egg for their future. Additionally, with the median household income in Mansfield being below the national average, many residents may need help with budgeting and managing debt. A financial advisor could assist with creating a personalized budget and developing a plan to pay off debt efficiently. Furthermore, with the cost of healthcare rising, a financial advisor could help residents navigate the complexities of healthcare expenses and insurance options. By providing tailored advice and support, a financial advisor can help residents of Mansfield, OH achieve their financial goals and improve their overall financial well-being.

Mortgage Loan Officer

Residents of Mansfield, OH can benefit from the expertise of a mortgage loan officer in various ways. Firstly, with the city's median home value being $69,000, many residents may require a mortgage to purchase a home. A mortgage loan officer can assist in finding the best mortgage rates and terms, as well as guiding the borrower through the application process. Additionally, Mansfield has a higher poverty rate compared to the national average, and a mortgage loan officer can help residents with lower incomes find affordable housing options and government programs that may assist with down payments or closing costs. Furthermore, with the city being home to several higher education institutions, a mortgage loan officer can help students and faculty members navigate the unique challenges of obtaining a mortgage while still in school or on a limited income. Overall, a mortgage loan officer can provide invaluable assistance to residents of Mansfield, OH looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Mansfield, OH could benefit from the services of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on how to reduce tax liabilities and maximize deductions. This is particularly important for residents of Mansfield, OH, where the cost of living is higher than the national average. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are taking advantage of all available tax breaks. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and investment strategies, helping residents to build wealth and secure their financial future. With the help of a tax advisor, residents of Mansfield, OH can feel confident that they are making the most of their money and minimizing their tax burden.

Estate Planning Lawyer

Residents of Mansfield, OH can greatly benefit from the assistance of an estate planning lawyer. With the city's population of over 45,000, the need for proper estate planning is crucial. An estate planning lawyer can assist residents in creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, they can provide guidance on tax planning, healthcare directives, and guardianship issues. In a city with a diverse population, an estate planning lawyer can also help navigate complex family dynamics and ensure that all parties involved are treated fairly. With their knowledge and expertise, an estate planning lawyer can provide peace of mind to Mansfield residents and their families, knowing that their affairs are in order and their loved ones are protected.


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