Lebanon, OH Financial Advisors and Resources



Financial Advisor Firms in Lebanon, OH


SUMMIT FINANCIAL ADVISORS, INC.

Website

(513) 424-6300

41 N Broadway

Lebanon, OH 45036

SEC#: 801-96206
Years in Business: 6 years

BUCKINGHAM CAPITAL MANAGEMENT, INC.

Website

(937) 305-3210

212 N. Broadway Street
#3
Lebanon, OH 45036

SEC#: 801-61296
Years in Business: 19 years

BUCKINGHAM FINANCIAL GROUP, INC.

Website

(937) 305-3210

212 N. Broadway Street
#3
Lebanon, OH 45036

SEC#: 801-61297
Years in Business: 19 years

CLIENT ONE SECURITIES LLC

Website

(513) 235-6600

27 West Mulberry Street

Lebanon, OH 45036

SEC#: 801-78158
Years in Business: 8 years


How Retirement-Friendly is Lebanon, OH?

  • Population: 20,642
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $183,000
  • Average Monthly Housing Cost: $979
  • Average Household Income: $78,120
  • 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.)


Lebanon, OH Financial Advisor FAQs

Do an advanced search for “financial advisor” and see who matches your requirements. Ask family members or people you trust to recommend somebody they have used or met before. Contact your bank to see if they have any agents on staff – ask them how they work and if there is an extra cost associated with their services.
Financial advisors help you establish economic well-being for the long term through investments, insurance protection, and retirement strategies.
As with all professional relationships it's important to feel comfortable and have an understanding of what you are getting into. Make sure you have some screening questions in mind that will help guide your conversation with potential advisors, including some specifics on the investment style that would be suitable for you.
Yes. It's generally a good idea to take advice and input from someone who is more knowledgeable than you in the subject at hand. This doesn't just apply to finances, so an advisor will be helpful for your career, relationships, and anything else.