Portage County, OH Financial Advisors and Resources



Financial Advisor Firms in Portage County, OH



How Retirement-Friendly is Portage County, OH?

  • Population: 162,511
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $168,200
  • Average Monthly Housing Cost: $929
  • Average Household Income: $75,878
  • 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.)


Portage County, OH Financial Advisor FAQs

A financial advisor can provide answers without all the stress involved in financial management. With their guidance, you can make decisions properly and soundly without feeling lost in a sea of confusing ideas.
Financial advisors are qualified professionals who have experience in the area of investments. They help people plan for retirement, manage finances, and all the other money matters.
What is the advisor's theoretical orientation? Different advisors may charge different fees and have differing frameworks, so it is important to be clear what your goals are and if the advisor can achieve them.
Financial advisors typically charge a fee that is levied as a percentage of the investment account you would like them to manage for you and subsequent transactions and dividend distributions. Many advisors will waive their fee if your total investments exceed $250,000.