Union County, OH Financial Advisors and Resources



Financial Advisor Firms in Union County, OH


COMMONWEALTH EQUITY SERVICES, LLC

Website

(937) 644-0351

127 West 5th Street

Marysville, OH 43040

SEC#: 801-41541
Years in Business: 29 years


How Retirement-Friendly is Union County, OH?

  • Population: 56,707
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $212,800
  • Average Monthly Housing Cost: $1,227
  • Average Household Income: $104,000
  • 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.)


Union County, OH Financial Advisor FAQs

Some people feel more comfortable allowing a professional make decisions for them because it takes away the guesswork about investing and they know that it's being done right.
They're responsible for choosing the right investments for each client's needs, designing appropriate asset allocations or retirement income strategies, and managing risk exposure in response to life changes.
One of the most important things to ask is about their service agreements and the fees that come with it.
The cost for financial advisors varies depending on the advisor's experience, education, potential conflicts of interest, and where the customer lives.