Find a Financial Planner in Sylvania, OH

 

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We Only Work With The Best Sylvania Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Sylvania, OH


  • Financial Advisor Close to Sylvania, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Sylvania Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Sylvania area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Sylvania typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
24.7% of Sylvania's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Sylvania area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Sylvania area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Sylvania area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Sylvania area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Ohio has unique laws defining which actions trigger a taxable event and has the 16th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Sylvania area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Sylvania area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Sylvania, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Sylvania, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Sylvania financial advisors.
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How Retirement-Friendly is Sylvania, OH?

  • Population: 19,143
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $183,400
  • Average Monthly Housing Cost: $1,085
  • Average Household Income: $100,866
  • 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.)


The Top Financial Advisor Firms in Sylvania, OH


SJS INVESTMENT SERVICES

Website

(419) 885-2626

6711 Monroe St.
Building Iv, Suite A
Sylvania, OH 43560

SEC#: 801-49585
Years in Business: 25 years

VENTURE VISIONARY PARTNERS LLC

Website

(419) 379-1501

5520 Monroe Street
Suite B
Sylvania, OH 43560

SEC#: 801-116835
Years in Business: 1 years