Find a Financial Advisor in Youngstown, OH

 

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

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We Only Work With The Best Youngstown 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 Youngstown, OH


  • Financial Advisor Close to Youngstown, 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 Youngstown, 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 Youngstown, OH

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

  • Population: 64,783
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $58,000
  • Average Monthly Housing Cost: $555
  • Average Household Income: $40,916
  • 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 Youngstown, OH

 

BEARD INVESTMENT SERVICES, INC.

Website

(330) 758-0575

108 W Western Reserve Road

Youngstown, OH 44514

SEC#: 801-37961
Years in Business: 30 years

THURSTON SPRINGER ADVISORS, LLC

Website

(330) 979-1402

4411 Market Street
Suite 200
Youngstown, OH 44512

SEC#: 801-114256
Years in Business: 3 years

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Website

(330) 979-1402

4411 Market Street
Suite 200
Youngstown, OH 44512

SEC#: 801-63564
Years in Business: 17 years

SEQUOIA FINANCIAL ADVISORS, L.L.C.

Website

(330) 743-1040

400 Commerce Building
201 East Commerce Street
Youngstown, OH 44503

SEC#: 801-61089
Years in Business: 19 years

IFP ADVISORS, LLC

Website

(330) 759-0381

15 Colonial Drive
Suite 23
Youngstown, OH 44505

SEC#: 801-69511
Years in Business: 13 years

VALMARK ADVISERS INC

Website

(330) 758-0575

108 W. Western Reserve Road

Youngstown, OH 44514

SEC#: 801-55564
Years in Business: 23 years

THURSTON SPRINGER ADVISORS, LLC

Website

(330) 979-1402

4411 Market Street
Suite 200
Youngstown, OH 44512

SEC#: 801-114256
Years in Business: 3 years

W&S BROKERAGE SERVICES, INC.

Website

(330) 792-6818

320 South Canfield-Niles Rd

Youngstown, OH 44515

SEC#: 801-113946
Years in Business: 3 years

THURSTON SPRINGER ADVISORS, LLC

Website

(330) 979-1402

4411 Market Street
Suite 200
Youngstown, OH 44512

SEC#: 801-114256
Years in Business: 3 years

 


Youngstown, OH Financial Advisor FAQs

It is important to do your research and pick someone who suits your needs best. You will find advisors of all levels of qualification and expertise at many different rates so it's worth getting some free advice if you're not sure which route would be best for your individual situation.
Navigate on the financial advisor's work experience by asking him/her about length of service, and number of clients served in the past.
Financial advisors get paid in one of three ways, here are the most common types: Commissions, salary, or fees.
A financial advisor can be an extremely helpful person for people who are looking to invest in the stock market. They have the expertise, tools, and time required to teach you how to balance risk versus return when investing your hard-earned assets in the stock market.