Xenia, OH Financial Advisors and Resources



Financial Advisor Firms in Xenia, OH


JAMES INVESTMENT RESEARCH INC

Website

(937) 426-7640

1349 Fairground Road

Xenia, OH 45385

SEC#: 801-12359
Years in Business: 45 years

JAMES CAPITAL ALLIANCE INC

Website

(937) 429-7384

1349 Fairground Road

Xenia, OH 45385

SEC#: 801-42655
Years in Business: 28 years

DUNCAN FINANCIAL GROUP LLC

Website

(937) 372-7646

114 S Detroit St

Xenia, OH 45385

SEC#: 801-119284
Years in Business: 0 years

DUNCAN FINANCIAL GROUP LLC

Website

(937) 372-7646

114 S Detroit St

Xenia, OH 45385

SEC#: 801-119284
Years in Business: 0 years


How Retirement-Friendly is Xenia, OH?

  • Population: 26,534
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $98,100
  • Average Monthly Housing Cost: $782
  • Average Household Income: $56,885
  • 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.)


Xenia, OH Financial Advisor FAQs

What is your investment philosophy? What are your qualifications? How long have you been in the field of finance/investing?
It depends on what your financial advisor does for you. There are many different types of fees that may be involved in the service rendered by a financial advisor.
A good place to start is by visiting your bank. More often than not, banks employ or are somehow connected to financial advisors.
Definitely! Without a professional's opinions and guidance, there could be missed opportunities for investing money wisely.