Find a Financial Advisor in Wood County, OH

 

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We did the hard work of finding trustworthy partners in Wood County, OH.

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We Only Work With The Best Wood County 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Wood County, OH


  • Financial Advisor Close to Wood County, 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

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

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

  • Population: 130,150
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $171,000
  • Average Monthly Housing Cost: $921
  • Average Household Income: $81,232
  • 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 Wood County, OH

 

OBS FINANCIAL

Website

(419) 482-4500

6330 Levis Common Blvd

Perrysburg, OH 43551

SEC#: 801-65110
Years in Business: 15 years

ADVISORY ALPHA, LLC

Website

(419) 872-0204

770 Commerce Drive

Perrysburg, OH 43551

SEC#: 801-72499
Years in Business: 10 years

EDWARD D. JONES & CO., L.P.

Website

(419) 874-8504

215 Louisiana Avenue

Perrysburg, OH 43551

SEC#: 801-3297
Years in Business: 58 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(419) 699-6065

308 Louisiana Avenue

Perrysburg, OH 43551

SEC#: 801-78808
Years in Business: 8 years

MODERN PORTFOLIO MANAGEMENT INC

Website

(419) 873-6999

7015 Lighthouse Way
Suite 400 Mail Box #8
Perrysburg, OH 43551

SEC#: 801-50488
Years in Business: 26 years

STRATEGIC BLUEPRINT, LLC

Website

(419) 794-4700

900 W. South Boundary
Bldg 5B
Perrysburg, OH 43551

SEC#: 801-108531
Years in Business: 5 years

ADVISORY ALPHA, LLC

Website

(419) 872-0204

770 Commerce Drive

Perrysburg, OH 43551

SEC#: 801-72499
Years in Business: 10 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(419) 699-6065

308 Louisiana Avenue

Perrysburg, OH 43551

SEC#: 801-78808
Years in Business: 8 years

EDWARD D. JONES & CO., L.P.

Website

(419) 874-8504

215 Louisiana Avenue

Perrysburg, OH 43551

SEC#: 801-3297
Years in Business: 58 years

 


Wood County, OH Financial Advisor FAQs

A reputable, experienced financial advisor will guide you through the entire process from setting goals and objectives to taking care of tax implications. In between, they also can manage other assets, liabilities, savings plans, and insurance.
Financial advisors generally work with people and help them make the right financial decisions, like how much to spend or save, when to retire and what type of investments are best for their specific goals.
Find out if they are a fiduciary which means they have an obligation to act in your best interest all the time rather than most of the time.
It depends on the complexity of your needs and how in-depth an advisor wants to get with you and your situation.