Find a Financial Advisor in Findlay, OH

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Findlay, OH.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Findlay Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Findlay, OH


  • Financial Advisor Close to Findlay, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Findlay, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Findlay, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Findlay financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Findlay, OH?

  • Population: 41,335
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $145,800
  • Average Monthly Housing Cost: $801
  • Average Household Income: $70,959
  • 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.)



The Top Financial Advisor Firms in Findlay, OH

 

RESOLUTE WEALTH ADVISOR, INC.

Website

(419) 422-4400

1100 East Main Cross Street
Suite 157
Findlay, OH 44802

SEC#: 801-112074
Years in Business: 4 years

HIXON ZUERCHER CAPITAL MANAGEMENT

Website

(419) 425-2400

101 West Sandusky Street
Suite 301
Findlay, OH 45840

SEC#: 801-111071
Years in Business: 4 years

PFS INVESTMENTS INC.

Website

(419) 581-0802

1318 N. Main St.
Suite 203-4
Findlay, OH 45840

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

FIFTH THIRD SECURITIES, INC.

Website

(419) 423-5823

337 South Main St

Findlay, OH 45840

SEC#: 801-63623
Years in Business: 17 years

FIFTH THIRD SECURITIES, INC.

Website

(419) 423-5823

337 South Main St

Findlay, OH 45840

SEC#: 801-63623
Years in Business: 17 years

FIFTH THIRD SECURITIES, INC.

Website

(419) 423-5823

337 South Main St

Findlay, OH 45840

SEC#: 801-63623
Years in Business: 17 years

STRAIGHTLINE GROUP, LLC

Website

(419) 425-8440

101 E. Sandusky Street
Room 300
Findlay, OH 45840

SEC#: 801-63408
Years in Business: 17 years

ALPHASTAR CAPITAL MANAGEMENT, LLC

Website

(567) 525-4592

101 West Sandusky Street
Suite 210
Findlay, OH 45840

SEC#: 801-72361
Years in Business: 10 years

W&S BROKERAGE SERVICES, INC.

Website

(419) 422-3345

Riverview Building
1000 East Main Crross, Suite 103
Findlay, OH 45840

SEC#: 801-113946
Years in Business: 3 years

 


Findlay, OH Financial Advisor FAQs

First, develop a clear idea of the down-line and cost structure involved in hiring an advisor. Seek out reviews and analyses by credible and impartial 3rd parties. After you've narrowed it down to two or 3 advisors, speak with each one candidly about their personal investment philosophy.
Financial advisors do three things: manage investments, provide retirement planning advice, and serve as legal advisors. When these aspects of one's finances are better understood and invested wisely then the end result is becoming more financially secure (and enjoying your money) without having to work any harder for it.
Financial advisors actively manage money and investments for their clients in order to increase return but also minimize risk.
It's easy to find a financial advisor since new laws were enacted in 2010 that require advisors to register with the Securities and Exchange Commission. There are plenty of reputable, registered advisory firms that would be happy to help you work toward your goal.