Miami County, OH Financial Advisors and Resources

Financial Advisor Firms in Miami County, OH



(937) 335-7133

1851 West Main Street

Troy, OH 45373

SEC#: 801-63623
Years in Business: 16 years

How Retirement-Friendly is Miami County, OH?

  • Population: 105,371
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $156,800
  • Average Monthly Housing Cost: $857
  • Average Household Income: $77,607
  • 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.)

Miami County, OH Financial Advisor FAQs

It is advisable for all people, regardless of income level, to seek the help of a financial advisor when making complicated decisions. A strong knowledge base in personal finance can equip any individual with the tools needed to make major life decisions in terms of their finances.
Financial advisors are investments professionals who offer advice or services, for a fee, to provide their clients with portfolio management.
Some people might want to know the advisor's general credentials and most recent professional experience. Verify his claims through the Financial Industry Regulatory Authority (FINRA).
The cost of a financial advisor depends on technical skills, number of clients, and the scope of obligations.