Upper Arlington, OH Financial Advisors and Resources



Financial Advisor Firms in Upper Arlington, OH


KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Website

(614) 222-4888

2074 Arlington Avenue

Upper Arlington, OH 43221

SEC#: 801-72943
Years in Business: 9 years

LOOMIS, SAYLES & COMPANY, L.P.

Website

(312) 339-2726

3100 Tremont Road
Suite 200
Upper Arlington, OH 43221

SEC#: 801-170
Years in Business: 44 years

LOOMIS, SAYLES & COMPANY, L.P.

Website

(312) 339-2726

3100 Tremont Road
Suite 200
Upper Arlington, OH 43221

SEC#: 801-170
Years in Business: 44 years


How Retirement-Friendly is Upper Arlington, OH?

  • Population: 35,299
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $405,900
  • Average Monthly Housing Cost: $1,643
  • Average Household Income: $178,324
  • 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.)


Upper Arlington, OH Financial Advisor FAQs

Financial advisors are paid a variable set of fees as outlined in the fee disclosure.
The best way to find an appropriate person is by asking people who are similar in age and income bracket which advisors they trust for guidance on certain topics.
Financial advisors help to develop a plan that helps people with their future financial needs, then they prepare budgets and investment strategies, provide guidance for buying or selling investments, and coordinate with other professionals such as lenders and bankers.
While some people may be lucky enough to stumble into a good advisor by word-of-mouth, the best advisors are those who have been vetted and recommended by personal sources. It's always better to start with those you know first before reaching out farther afield. Seeking advice from professionals such as CPAs, attorneys, and bankers is also a good idea if needed