Highland Heights, OH Financial Advisors and Resources



Financial Advisor Firms in Highland Heights, OH


PURTILL FINANCIAL LLC

Website

(440) 484-5340

22 Alpha Park

Highland Heights, OH 44143

SEC#: 801-111854
Years in Business: 4 years


How Retirement-Friendly is Highland Heights, OH?

  • Population: 8,390
  • % of Population 62 Years and Over: 31%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,535
  • Average Household Income: $139,067
  • 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.)


Highland Heights, OH Financial Advisor FAQs

Financial advisors get paid primarily through commissions if they sell investment products like stocks, bonds, and mutual funds. They may also charge a small fee for advice and service.
The best way to find a professional is through your employer, who typically offer access to resources including professionals in areas such as HR, legal support, medical coverage and retirement planning. Otherwise, you can search online for this information yourself so you know what criteria are being used by prospective advisors before meeting anyone face-to-face.
First check to see if they are registered with the Financial Industry Regulatory Authority (FINRA) or Securities and Exchange Commission (SEC). A registration will give you additional assurance that your advisor is technically competent. But this isn't the only important factor, because not all SEC or FINRA registered advisors manage money well. You should ask about their track record for risk management, trading advice performance, and how straightforwardly they communicate.
Yes. The financial advisor provides tailored information based on the requirements of the individual investor to ensure that investments are aligned with your goals, time horizon, risk tolerance and other personal considerations.