Best Financial Advisors in Westerville, OH

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List of Firms

Westerville, OH Fiduciary Financial Advisors

Janet Gabel - Financial Advisor, Ameriprise Financial Services, LLC
Location 15 Bishop Dr Ste 101, Westerville, OH 43081, USA
Phone (614) 426-4494
Language https://www.ameripriseadvisors.com/janet.i.gabel/?cid=IP_local_google
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 111 Westerville Plaza, Westerville, OH 43081, USA
Phone (614) 891-5587
Language https://www.edwardjones.com/us-en
Directions
Eischen Financial Group
4 out of 5
Location 501 W Schrock Rd STE 400, Westerville, OH 43081, USA
Phone (614) 942-6462
Language http://www.retirewithsuccess.com/
Directions
Legacy Financial Services
Location 100 Dorchester Square # 101, Westerville, OH 43081, USA
Phone (614) 568-0634
Directions
Financial Advisors in Westerville, OH

Where Certified Financial Advisors in Westerville, OH Serve

Westerville, OH is a vibrant city with a rich history and a plethora of landmarks to explore. The city is home to several top employers, including JP Morgan Chase, Otterbein University, and Mount Carmel Health System. Major highways and streets, such as Interstate 270 and State Route 3, make it easy to navigate around the city. Westerville is also home to several unique neighborhoods, including Uptown Westerville and Blendon Woods. Some of the city's most notable landmarks include the Hanby House, the Westerville Public Library, and the Inniswood Metro Gardens. With its diverse array of attractions and amenities, Westerville is a truly special place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Westerville, OH can benefit greatly from the guidance of a financial advisor. With its close proximity to Columbus, many residents work in the city and may need assistance with managing their finances and investments. Additionally, Westerville has a strong community of small business owners who could benefit from financial planning and advice on growing their businesses. With the recent growth in the area, including the development of the Westerville Sports Complex and the expansion of Otterbein University, residents may also need guidance on saving for college or retirement. A financial advisor can provide personalized advice and help residents navigate the unique financial landscape of Westerville, OH.

Insurance Broker

Residents of Westerville, OH can greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, an insurance broker can help residents find the right coverage for their homes and vehicles to protect against damage caused by severe storms. Additionally, Westerville is home to many small businesses that could benefit from the expertise of an insurance broker in finding the right coverage for their specific needs. An insurance broker can also assist residents in navigating the complex world of health insurance, ensuring they have access to the best possible coverage for themselves and their families. Overall, an insurance broker can provide peace of mind to Westerville residents by helping them find the right insurance coverage to protect their assets and loved ones.

Retirement Planning

Residents of Westerville, OH can benefit greatly from the guidance of a retirement planner. One specific way a retirement planner can help is by assisting residents in navigating the unique tax landscape of Ohio. For example, Ohio has a state income tax, but it does not tax Social Security benefits. Additionally, Ohio offers a Homestead Exemption for homeowners over the age of 65, which can greatly reduce property tax burdens. A retirement planner can help Westerville residents take advantage of these tax benefits and create a customized retirement plan that takes into account their individual financial goals and needs. With the help of a retirement planner, residents can feel confident and secure in their financial future.

Wealth Management

Residents of Westerville, OH can greatly benefit from the services of a wealth manager. A wealth manager can help residents with their financial planning, including investments, savings, and retirement planning. In a town like Westerville, which has a strong sense of community and a growing population, a wealth manager can also assist with estate planning and charitable giving. Additionally, with Westerville's proximity to Columbus, a wealth manager can help residents navigate the potential financial opportunities and risks of living in a major metropolitan area. Overall, a wealth manager can provide personalized guidance and support to help Westerville residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Westerville, OH could benefit from the expertise and guidance of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents secure a mortgage loan to purchase a home in Westerville, which is known for its excellent schools, parks, and community events. They can also assist residents with refinancing their current mortgage to take advantage of lower interest rates or to access equity in their home for home improvements or other expenses. Additionally, a mortgage loan officer can provide valuable advice on the local real estate market and help residents navigate the complex process of buying or selling a home in Westerville. With the help of a skilled mortgage loan officer, residents of Westerville can achieve their homeownership goals and enjoy all the benefits of living in this vibrant and welcoming community.

Tax Services

Residents of Westerville, OH can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for Westerville residents who own property, as Ohio has some unique property tax laws that can be difficult to navigate. A tax advisor can also help residents who are self-employed or own a small business in Westerville by providing advice on how to structure their business to minimize taxes and maximize profits. Overall, a tax advisor can provide invaluable assistance to Westerville residents looking to save money and achieve financial stability.

Estate Planning Lawyer

Residents of Westerville, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures a person's assets are distributed according to their wishes after they pass away. This is especially important in Westerville, which is a rapidly growing city with a population of over 38,000 people. With so many residents, it's crucial to have a clear plan for how assets will be distributed to avoid any confusion or disputes among family members. Additionally, an estate planning lawyer can help with other important tasks such as creating a living will, establishing a trust, and minimizing estate taxes. By working with an estate planning lawyer, residents of Westerville can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of after they're gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westerville, OH

A financial advisor in Westerville, OH can provide a wide range of financial advising services to help clients achieve their financial goals. They can assist with retirement planning, investment management, tax planning, and estate planning. Additionally, they can provide advice on insurance and risk management, college savings plans, and debt management. In Westerville, OH, a financial advisor can also provide specialized advice on local investment opportunities and tax laws. With their burstiness and complexity of financial knowledge, they can help clients navigate the complex financial landscape and make informed decisions about their finances. Whether you are just starting to plan for your financial future or looking to make adjustments to your existing plan, a financial advisor in Westerville, OH can provide the expertise and guidance you need to achieve your financial goals.

Nestled in the heart of Ohio, Westerville is a hub for financial advising services. With a plethora of financial institutions and advisors available, it's no wonder why Westerville is the go-to destination for individuals seeking financial guidance. Specifically, the city boasts a unique blend of modern amenities and historical charm, making it an attractive location for both young professionals and retirees. From boutique financial firms to large-scale institutions, Westerville offers a diverse range of financial advising options to meet the needs of any client. With a community that values education and innovation, Westerville is the perfect place to seek financial advising services that are both cutting-edge and reliable. So whether you're looking to invest in your future or simply need help managing your finances, Westerville has everything you need to achieve your financial goals.