Retirement Planning in Lucas County, OH

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List of Firms

Top Retirement Planners in Lucas County, OH

Gould Ruma Financial Advisors
Location 3231 Central Park West #211, Toledo, OH 43617, USA
Phone (419) 841-0060
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Masterpiece Financial Services
Location 7590 Kings Pointe Rd, Toledo, OH 43617, USA
Phone (419) 897-2866
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Cap Averill II & Associates Inc.
4 out of 5
Location 2600 N Reynolds Rd #104a, Toledo, OH 43615, USA
Phone (419) 535-1094
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Edward Jones - Financial Advisor: Brandon E Rodriguez
Location 3550 Executive Pkwy Suite 6, Toledo, OH 43606, USA
Phone (419) 535-9666
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Northwestern Mutual Toledo
3 out of 5
Location 148 N Summit St, Toledo, OH 43604, USA
Phone (419) 473-2270
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America's Retirement Headquarters
5 out of 5
Location 1700 Woodlands Dr, Maumee, OH 43537, USA
Phone (419) 842-0550
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Toledo Financial Group, Inc
Location 480 W Dussel Dr Suite 145, Maumee, OH 43537, USA
Phone (419) 865-1244
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Equity Planning Group
Location 4041 W Sylvania Ave # 200, Toledo, OH 43623, USA
Phone (419) 842-3300
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Retirement Group
Location 407 Washington St STE 2A, Toledo, OH 43604, USA
Phone (419) 593-0044
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Premier Planning Group, Toledo
Location 114 S Superior St, Toledo, OH 43604, USA
Phone (419) 725-9520
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Retirement Planning in Lucas County, OH

About Lucas County, OH for Those Planning to Retire

Lucas County, OH is a bustling hub of industry and culture, with a wealth of landmarks, top employers, major highways and streets, and neighborhoods that make it a vibrant and diverse community. From the iconic Toledo Museum of Art to the historic Toledo Zoo, Lucas County boasts a rich cultural landscape that draws visitors from near and far. Top employers in the area include ProMedica Health System, Mercy Health, and The University of Toledo, which contribute to the county's thriving economy. Major highways like I-75 and I-280 make commuting a breeze, while streets like Monroe Street and Airport Highway offer easy access to shopping, dining, and entertainment. And with neighborhoods ranging from the trendy Warehouse District to the historic Old West End, Lucas County has something for everyone. Whether you're looking to explore the great outdoors at the Oak Openings Preserve Metropark or catch a show at the Stranahan Theater, Lucas County is a dynamic and exciting place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lucas County, OH can benefit from a bank in several ways. For instance, a bank can provide financial services such as loans, credit cards, and checking accounts. This can be particularly helpful for residents of Toledo, a city within Lucas County that has a poverty rate of 25%. Many Toledo residents may not have access to traditional banking services and instead rely on payday lenders or check cashing services, which can charge high fees and interest rates. By offering affordable financial services, a bank can help residents of Lucas County build credit, save money, and achieve their financial goals. Additionally, a bank can provide resources and education to help residents understand financial concepts and make informed decisions about their money. This can be especially important for residents of Lucas County, where the median household income is $52,000, below the national average. By providing financial literacy programs and resources, a bank can help residents of Lucas County improve their financial well-being and achieve long-term financial stability.

Insurance Broker

Residents of Lucas County, OH can benefit greatly from the services of an insurance broker. These professionals can help individuals and families navigate the complex world of insurance policies, ensuring that they find coverage that meets their unique needs and budget. For example, Lucas County has a high rate of poverty, which means that many residents may struggle to afford healthcare. An insurance broker can help these individuals find affordable health insurance options, such as Medicaid or subsidized plans through the Affordable Care Act. Additionally, Lucas County is home to a large number of small businesses, which may require specialized insurance coverage to protect against liability and other risks. An insurance broker can help these businesses find the right policies to protect their assets and ensure their long-term success. With the help of an insurance broker, residents of Lucas County can have peace of mind knowing that they are adequately covered in case of unexpected events.

Wealth Management

Lucas County, OH residents could benefit from the services of a wealth manager in a multitude of ways. With a population of over 430,000, the county is home to a diverse group of individuals with varying financial needs. A wealth manager could assist with retirement planning for the county's aging population, as well as provide investment advice for those looking to grow their wealth. Additionally, the county has a significant number of small business owners who could benefit from the expertise of a wealth manager in managing their finances and planning for the future. With the recent economic downturn caused by the COVID-19 pandemic, many residents may be struggling financially and could benefit from the guidance of a wealth manager in navigating these uncertain times. Overall, a wealth manager could provide invaluable assistance to Lucas County residents in achieving their financial goals and securing their financial futures.

Financial Advisor

Residents of Lucas County, OH can benefit from the services of a financial advisor in various ways. For instance, the advisor can help them create a budget and set financial goals that align with their lifestyle and income. The advisor can also assist in creating a savings plan that takes into account the unique economic conditions of Lucas County, OH. This is important because Lucas County, OH has a diverse economy with major industries such as healthcare, education, and manufacturing. Additionally, the advisor can help residents of Lucas County, OH invest in the right financial products that match their investment goals and risk tolerance. With the guidance of a financial advisor, residents of Lucas County, OH can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Lucas County, OH residents can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, the loan officer can provide guidance on the local real estate market, which is known for its diversity and affordability. Secondly, they can assist residents in finding the best mortgage rates and loan options that fit their unique financial situations. Additionally, they can help residents navigate the complex mortgage application process, which can be overwhelming and confusing. Moreover, the loan officer can provide advice on government-backed loan programs, such as the Federal Housing Administration (FHA) and the Veterans Affairs (VA) loan, which are popular options in Lucas County. By working with a mortgage loan officer, residents of Lucas County can feel confident in their home buying decisions and secure a mortgage that meets their needs.

Tax Services

Residents of Lucas County, OH can benefit greatly from the expertise of a tax advisor. With the county being home to a diverse range of industries, including healthcare, manufacturing, and agriculture, the tax landscape can be complex and ever-changing. A tax advisor can assist individuals and businesses in navigating the intricacies of tax law, ensuring compliance, and maximizing deductions and credits. Additionally, Lucas County is home to a significant number of retirees, who may require specialized tax planning to minimize their tax burden and maximize their retirement income. A tax advisor can provide valuable guidance on retirement account withdrawals, Social Security benefits, and estate planning. With the constantly evolving tax code and the unique needs of Lucas County residents, a tax advisor can be an invaluable resource for financial success and peace of mind.

Estate Planning Lawyer

Residents of Lucas County, OH can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Lucas County, which has a diverse population with varying cultural and familial traditions. An estate planning lawyer can assist in navigating the legal complexities of probate and ensure that the distribution of assets is fair and equitable. Additionally, an estate planning lawyer can help residents of Lucas County protect their assets from potential creditors and minimize tax liabilities. They can also assist in creating a plan for long-term care and healthcare decision-making, which is particularly important for the aging population in Lucas County. Overall, an estate planning lawyer can provide valuable guidance and peace of mind for residents of Lucas County, OH.

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