Trumbull County, OH Financial Advisors and Resources



Financial Advisor Firms in Trumbull County, OH


ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

5400 Charlston Road

Newton Falls, OH 44444

SEC#: 801-77918
Years in Business: 8 years

CORECAP ADVISORS, LLC

Website

(330) 637-8320

8700 East Market Street
Suite 8
Warren, OH 44484

SEC#: 801-72687
Years in Business: 10 years


How Retirement-Friendly is Trumbull County, OH?

  • Population: 200,367
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $113,600
  • Average Monthly Housing Cost: $668
  • Average Household Income: $62,475
  • 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.)


Trumbull County, OH Financial Advisor FAQs

Yes. Financial advisors help assess a person's financial situation and determine how to best invest for them based on their goals, risk tolerance, income, etc.
Financial advisors work with a client to help them achieve their individual financial goals by making sound investment decisions and appropriate professional recommendations. They manage, invest, and protect clients’ money.
What licenses or certifications does the financial advisor hold? Which associations do they belong to? What are their areas of expertise in investing, retirement planning, insurance, and taxes? How long have they worked for this particular institution/company?
A typical financial advisor tends to charge between $150-$250 per hour for their time. This can be a significant expense, however many advisors will offer a flat monthly retainer fee that includes unlimited access to them. Different advisors may charge differently for this service though it usually ranges from about $1-$5 an hour.