Oakwood, OH Financial Advisors and Resources

Financial Advisor Firms in Oakwood, OH



(855) 752-6644

2305 Far Hills Avenue
Suite 206
Oakwood, OH 45419

SEC#: 801-112759
Years in Business: 3 years

How Retirement-Friendly is Oakwood, OH?

  • Population: 8,982
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $243,600
  • Average Monthly Housing Cost: $1,497
  • Average Household Income: $151,949
  • 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.)

Oakwood, OH Financial Advisor FAQs

Financial advisors get paid a fee for servicing clients. Typically, this is anywhere from 1-2% of assets under management annually, before tax.
You can ask around in your family and friends group for recommendations or find a recommendation on the internet.
The best way to find an advisor is by word of mouth. Once you've identified someone who has experience in the area of choice, it's important to call for discussions and even expect to be put through a screening process.
Financial advisors provide professional and specialized services and often, they're necessary for many people.