Centerville, OH Financial Advisors and Resources



Financial Advisor Firms in Centerville, OH


TW ADVISORS

Website

(937) 428-9700

1065 E. Centerville Station Road

Centerville, OH 45459

SEC#: 801-60709
Years in Business: 19 years

THE PRIVATE INVESTMENT GROUP, INC.

Website

(937) 434-0500

800 East Franklin Street

Centerville, OH 45459

SEC#: 801-62497
Years in Business: 17 years

FUND TRADER PRO, LLC

Website

(937) 886-4085

205 W Franklin St.

Centerville, OH 45459

SEC#: 801-108424
Years in Business: 5 years

PFS INVESTMENTS INC.

Website

(937) 312-1786

8220 Washington Village Dr.

Centerville, OH 45458

SEC#: 801-72263
Years in Business: 10 years

PFS INVESTMENTS INC.

Website

(937) 449-0094

7026 Corporate Way
Suite 200
Centerville, OH 45459

SEC#: 801-72263
Years in Business: 10 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(937) 681-7153

76 Marco Lane

Centerville, OH 45458

SEC#: 801-80983
Years in Business: 6 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(937) 681-7153

76 Marco Lane

Centerville, OH 45458

SEC#: 801-80983
Years in Business: 6 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(937) 681-7153

76 Marco Lane

Centerville, OH 45458

SEC#: 801-80983
Years in Business: 6 years

PFS INVESTMENTS INC.

Website

(937) 449-0094

7026 Corporate Way
Suite 200
Centerville, OH 45459

SEC#: 801-72263
Years in Business: 10 years


How Retirement-Friendly is Centerville, OH?

  • Population: 23,796
  • % of Population 62 Years and Over: 33.6%
  • Average Home Value: $191,900
  • Average Monthly Housing Cost: $1,040
  • Average Household Income: $92,886
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Centerville, OH Financial Advisor FAQs

Financial advisors get paid in a number of ways, including asset management fee's or commissions which can be a percentage of assets under management.
The fee structures for financial advisors are typically based on an annual percentage of assets under management (AUM) or charge per hour for advisory services. It is typically expected that you will be compensated similarly to the advisor’s hourly rate but instead paid through an annual fee charged to your portfolio earnings each year.
A financial advisor helps people plan their finances for retirement, education, and other long-term goals.
Discuss your needs, such as what you want to achieve and how much risk you would like to take. Let the advisor know that these things are important for them to assess if they're a good fit for you. Communication is key: listen carefully and ask questions.