Woodmere, OH Financial Advisors and Resources



Financial Advisor Firms in Woodmere, OH


PRIMUS CAPITAL PARTNERS, INC.

Website

(440) 684-7300

28601 Chagrin Blvd.
Suite 525
Woodmere, OH 44122

SEC#: 801-73471
Years in Business: 9 years


How Retirement-Friendly is Woodmere, OH?

  • Population: 698
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $227,400
  • Average Monthly Housing Cost: $923
  • Average Household Income: $73,425
  • 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.)


Woodmere, OH Financial Advisor FAQs

Financial advisors take the time to learn about their clients' individual risk profile and how it relates to where they're currently situated in terms of allocating their assets across a range of investments. Things like risk tolerance, goals for retirement income level, age at retirement and so forth are all important factors.
Financial advisors typically get paid for giving advice in one or more of three ways: 1) Commission based on transactions. 2) Fee only - this is when the advisor provides advice without any form of fee or commission compensated by how much you spend. 3) Asset management.
That depends on your financial goals and your current level of knowledge. If you want to retire before the age of 65, it pays to have a qualified and objective advisor do a full financial evaluation, including an assessment of performance, risk, and portfolio composition.
It's different for every person, but there are investment bankers, insurance brokers, or other financial professionals who can perform an evaluation of your finances and make suggestions on how to best prepare.