Best Financial Advisors in Licking County, OH

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List of Firms

Licking County, OH Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 102 Brandon Dr, Pataskala, OH 43062, USA
Phone (740) 964-9196
Directions
Van Winkle Wealth Management Group, LLC
5 out of 5
Location 263 Deo Dr, Newark, OH 43055, USA
Phone (740) 366-1110
Directions
Lighthouse Wealth Solutions
Location 215 Deo Dr #110, Newark, OH 43055, USA
Phone (740) 349-3555
Directions
Josh Jaffe - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1536 W Church St, Newark, OH 43055, USA
Phone (740) 915-6077
Directions
Hesselgesser Co
Location 1975 Londondale Pkwy, Newark, OH 43055, USA
Phone (740) 344-3888
Directions
David F Whitesmith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1512 W Church St, Newark, OH 43055, USA
Phone (740) 349-3878
Directions
HedgeRow Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1925 Newark Granville Rd, Granville, OH 43023, USA
Phone (740) 587-1592
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 843 N 21st St Suite 101, Newark, OH 43055, USA
Phone (740) 349-3509
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 711 W Church St, Newark, OH 43055, USA
Phone (740) 349-9171
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1969 Newark Granville Rd, Granville, OH 43023, USA
Phone (740) 587-7677
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
3 out of 5
Location 711 W Church St, Newark, OH 43058, USA
Phone (740) 349-9171
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 20 S 30th St, Newark, OH 43055, USA
Phone (740) 349-3528
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 620 E Main St # J, Hebron, OH 43025, USA
Phone (740) 929-1366
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 605 Country Club Dr, Newark, OH 43055, USA
Phone (740) 344-0316
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 605 Country Club Dr, Newark, OH 43055, USA
Phone (740) 344-9156
Directions
The Granville Investment Group, LLC
4 out of 5
Location 124 S Pearl St, Granville, OH 43023, USA
Phone (740) 587-3975
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 79 Central Pkwy Suite 1010, Heath, OH 43056, USA
Phone (740) 522-0046
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 4455 Walnut Rd C, Buckeye Lake, OH 43008, USA
Phone (740) 527-0889
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 681 Hopewell Dr Suite 1D, Heath, OH 43056, USA
Phone (740) 522-4966
Directions
Investment Securitie
Location 1536 W Church St, Newark, OH 43055, USA
Phone (740) 344-5500
Directions
Rick Moller - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1925 Newark Granville Rd, Granville, OH 43023, USA
Phone (740) 587-1592
Directions
Connie Davis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1925 Newark Granville Rd, Granville, OH 43023, USA
Phone (740) 587-1592
Directions
patterson financial
Location 61 W Main St, Newark, OH 43055, USA
Phone (740) 345-7911
Directions
John Morris - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1512 W Church St, Newark, OH 43055, USA
Phone (740) 349-3878
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 20 S 30th St, Newark, OH 43055, USA
Phone (740) 349-3528
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1503 W Main St, Newark, OH 43055, USA
Phone (740) 788-8121
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 460 E Broad St, Pataskala, OH 43062, USA
Phone (740) 964-9227
Directions
Denari Financial, LLC
Location 1067 N 21st St #110, Newark, OH 43055, USA
Phone (740) 919-6563
Directions
River Tree Wealth Management - Northwestern Mutual - Financial Advisor: Justin P. Fickes
4 out of 5
Location 35 S Park Pl #201, Newark, OH 43055, USA
Phone (740) 618-7390
Directions
Walden Financial
Location 130 N Prospect St Suite M, Granville, OH 43023, USA
Phone (614) 517-1687
Directions
Shawn P McCoy - Financial Advisor, Ameriprise Financial Services, LLC
Location 1925 Newark Granville Rd, Granville, OH 43023, USA
Phone (614) 370-7179
Directions
Forgrave Financial Strategies
Location 1000 N 21st St Suite C, Newark, OH 43055, USA
Phone (740) 975-7831
Directions
Welsh Hills Financial Services LLC
Location 1520 W Church St, Newark, OH 43055, USA
Phone (740) 344-2244
Directions
Welsh Hills Financial Services LLC
Location 2636 Cambria Mill Rd, Granville, OH 43023, USA
Phone (740) 587-4884
Directions
Registered Investment Advisors in Central Ohio!
Location 4293 Linnville Rd SE, Newark, OH 43056, USA
Phone (740) 334-4293
Directions
Miles Financial Services Inc
Location 6 N Park Pl STE A, Newark, OH 43055, USA
Phone (740) 345-2900
Directions
WEILER FINANCIAL
Location 195 E Broad St, Pataskala, OH 43062, USA
Phone (740) 927-2435
Directions
Dave Hardy - Raymond James
Location 50 N 3rd St, Newark, OH 43055, USA
Phone (740) 349-3777
Directions
Patriot Asset Advisors
4 out of 5
Location 7889 East Broad St SW, Pataskala, OH 43062, USA
Phone (614) 944-5225
Directions
Retirement Specialists of Central Ohio
5 out of 5
Location Front Entrance, 1000 N 21st St Suite A, Newark, OH 43055, USA
Phone (740) 345-0055
Directions
Retirement Blueprints
SEC File# 801-33485
CRD# 105950
Location 1612 N 21st St, Newark, OH 43055, USA
Phone (740) 366-3111
Directions
Financial Advisors in Licking County, OH

Where Certified Financial Advisors in Licking County, OH Serve

Licking County, OH, located in central Ohio, boasts a rich history and vibrant community. From the historic Newark Earthworks to the sprawling Dawes Arboretum, the county is home to numerous landmarks that showcase its unique culture and natural beauty. Additionally, Licking County is home to several top employers, including Owens Corning, Licking Memorial Health Systems, and the State of Ohio. Major highways, such as I-70 and State Route 16, run through the county, providing easy access to nearby cities and attractions. Neighborhoods like Granville, Pataskala, and Heath offer a diverse range of housing options and amenities for residents. With its blend of history, industry, and natural beauty, Licking County is a dynamic and thriving community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Licking County, OH can benefit greatly from the expertise of a financial advisor. With the county's population of over 170,000 people, there are many individuals and families who could use assistance in managing their finances. A financial advisor can help residents create a budget, plan for retirement, invest in the stock market, and navigate complex tax laws. Additionally, Licking County is home to several major employers, including Owens Corning and Amazon, so a financial advisor can provide guidance on how to maximize employee benefits and stock options. With the cost of living in Licking County being slightly lower than the national average, a financial advisor can help residents stretch their dollars even further and achieve their financial goals.

Insurance Broker

Residents of Licking County, OH can benefit greatly from the services of an insurance broker. With the county's diverse population and range of industries, an insurance broker can help individuals and businesses find the right insurance plans to meet their unique needs. For example, the county is home to several agricultural businesses, and an insurance broker can help farmers find coverage for their crops and livestock. Additionally, Licking County has a growing healthcare industry, and an insurance broker can assist healthcare providers in finding liability insurance that meets their specific requirements. Overall, an insurance broker can provide personalized guidance and support to ensure that residents of Licking County have the insurance coverage they need to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Licking County, OH can benefit greatly from the services of a retirement planner. With the county's median age being 39.8 years, many residents are approaching retirement age and may be uncertain about how to plan for their financial future. A retirement planner can provide guidance on a variety of topics, including investment strategies, Social Security benefits, and estate planning. Additionally, with Licking County being home to many small businesses and entrepreneurs, a retirement planner can help these individuals navigate the complexities of retirement planning as a self-employed individual. By working with a retirement planner, residents of Licking County can feel more confident and secure in their financial future.

Wealth Management

Residents of Licking County, OH can benefit from the services of a wealth manager in a number of ways. For starters, a wealth manager can help them develop a comprehensive financial plan that takes into account their unique needs and goals. This can include everything from saving for retirement to planning for college tuition for their children. Additionally, a wealth manager can provide guidance on investment strategies that are tailored to the specific economic conditions in Licking County, OH. This can be particularly helpful given the county's diverse economy, which includes industries such as healthcare, manufacturing, and agriculture. With the help of a skilled wealth manager, residents of Licking County, OH can feel confident that they are making the most of their financial resources and securing their financial future.

Mortgage Loan Officer

Residents of Licking County, OH can benefit greatly from the services of a mortgage loan officer. With the county's population on the rise, many individuals and families are looking to purchase homes in the area. A mortgage loan officer can assist these prospective buyers in navigating the often-complicated process of obtaining a mortgage, ensuring they secure the best possible terms and rates. Additionally, Licking County is home to several rural communities, where residents may have unique financing needs. A mortgage loan officer can help these individuals secure loans tailored to their specific circumstances, such as USDA loans for those living in rural areas. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to purchase a home in Licking County, OH.

Tax Services

Residents of Licking County, OH can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, ranging from agriculture to manufacturing, navigating the tax laws can be a daunting task for many individuals and businesses. A tax advisor can provide guidance on tax planning strategies, such as deductions and credits, that can help residents save money on their tax bills. Additionally, a tax advisor can assist with tax preparation, ensuring that all necessary forms are filed correctly and on time. With the changing tax laws and regulations, having a knowledgeable advisor can also help residents stay up-to-date and compliant with tax laws. Overall, a tax advisor can provide valuable assistance to residents of Licking County, OH, helping them navigate the complex world of taxes and maximize their financial benefits.

Estate Planning Lawyer

Residents of Licking County, OH can benefit greatly from the services of an estate planning lawyer. These professionals specialize in helping individuals and families plan for the future, ensuring that their assets and property are distributed according to their wishes. In Licking County, where agriculture is a significant industry, an estate planning lawyer can assist farmers and landowners with succession planning, protecting their land and assets for future generations. Additionally, with a significant aging population in Licking County, an estate planning lawyer can help seniors plan for their long-term care needs and ensure that their assets are protected and utilized to provide for their care. Overall, an estate planning lawyer can provide peace of mind and security for residents of Licking County, helping them plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Licking County, OH