Mason, OH Financial Advisors and Resources



Financial Advisor Firms in Mason, OH


GENERATIONS WEALTH, LLC

Website

(513) 834-8056

5947 Deerfield Blvd
Suite 202
Mason, OH 45040

SEC#: 801-80555
Years in Business: 6 years

MATSON MONEY, INC.

Website

(513) 204-8000

5955 Deerfield Blvd.

Mason, OH 45040

SEC#: 801-40176
Years in Business: 29 years

STRATEGIC WEALTH DESIGNERS, LLC

Website

(502) 412-3354

5181 Natorp Blvd Suite 100

Mason, OH 45040

SEC#: 801-117642
Years in Business: 1 years

PFS INVESTMENTS INC.

Website

(513) 771-2270

506 W. Main St.
Suite 100
Mason, OH 45040

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

SOUDERS FINANCIAL ADVISORS, LLC

Website

(513) 914-3030

5325 Deerfield Boulevard

Mason, OH 45040

SEC#: 801-113263
Years in Business: 3 years

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Website

(502) 412-3354

5181 Natorp Blvd Suite 100

Mason, OH 45040

SEC#: 801-117642
Years in Business: 1 years

SOUDERS FINANCIAL ADVISORS, LLC

Website

(513) 914-3030

5325 Deerfield Boulevard

Mason, OH 45040

SEC#: 801-113263
Years in Business: 3 years

KMG FIDUCIARY PARTNERS, LLC

Website

(419) 517-8040

5248 Chapel Lane

Mason, OH 45040

SEC#: 801-113981
Years in Business: 3 years

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Website

(502) 412-3354

5181 Natorp Blvd Suite 100

Mason, OH 45040

SEC#: 801-117642
Years in Business: 1 years


How Retirement-Friendly is Mason, OH?

  • Population: 33,224
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $285,100
  • Average Monthly Housing Cost: $1,456
  • Average Household Income: $138,441
  • 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.)


Mason, OH Financial Advisor FAQs

The key is finding someone who has worked in your niche, understands your specific needs, and isn't just looking for anything that will send money their way. Establishing trust with someone you'll take financial advice from is important not only while you're creating your plan but also later on when it comes time for measurable progress reports.
A financial advisor does what they do best to get you where you want to be financially. They analyze your current situation based on risk tolerance, goals, timeline. They recommend investments that match up with your needs, so your portfolio is diversified and manageable. Advisors are objective third-party advocates of unbiased advice.
There are three ways that financial advisors get paid: a commission-based fee, where the advisor is paid by a company for clients, he or she brings to them; an advice-based fee, where an independent advisor charges a set fee on a recurring basis from the client as part of his/her services; A retainer-based fee, where an advisor charges a one-time payment from the client as part of his/her services.
Different people live different lifestyles with different income levels - all factors that contribute to answering this question. That said, financial advisors are great for setting up budgets, tracking investments and looking out for potentially dangerous patterns in spending.