Wealth Management in Sandusky, OH

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List of Firms

Sandusky, OH Wealth Management Firms

Edward Jones - Financial Advisor: Natasha L Irons
Location 710 W Perkins Ave Unit B, Sandusky, OH 44870, USA
Phone (419) 557-9021
Language https://www.edwardjones.com/us-en/financial-advisor/natasha-irons?y_source=1_OTM0MTU4Mi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Phoenix Financial Group - Gary C Yontz Sr., Tyler Cammalleri, & Matt Clark
5 out of 5
Location 2419 E Perkins Ave Suite D, Sandusky, OH 44870, USA
Phone (419) 626-1765
Language http://phoenix419.com/
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Skolnik Retirement Solutions
Location 5001 Milan Rd Unit 3, Sandusky, OH 44870, USA
Phone (440) 328-8097
Language http://skolnikretirement.com/
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Cold Water Capital
Location 1901 Cleveland Rd W, Sandusky, OH 44870, USA
Phone (419) 370-1697
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Structured Investment Advisors
3 out of 5
Location 215 W Washington Row, Sandusky, OH 44870, USA
Phone (419) 621-1794
Language http://investment-advisors.credio.com/l/48500/Structured-Investment-Advisors-LLC#Employees&s=3kRb2v
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Edward Jones - Financial Advisor: Jeff Wehner, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5500 Milan Rd Suite 366, Sandusky, OH 44870, USA
Phone (419) 621-3993
Language https://www.edwardjones.com/us-en/financial-advisor/jeff-wehner
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Wealth Management in Sandusky, OH

Where Wealth Management Advisors in Sandusky, OH Serve

Sandusky, OH is a bustling city located in Erie County, Ohio. This charming town is home to a variety of landmarks that are sure to impress any visitor. The Cedar Point Amusement Park is one of the most popular attractions in the area, drawing millions of visitors each year. The Merry-Go-Round Museum is another must-see destination for anyone interested in the history of this classic ride. When it comes to employment opportunities, Sandusky is home to several major employers. The Firelands Regional Medical Center, Sandusky City Schools, and Cedar Fair Entertainment Company are just a few of the top employers in the area. In addition, there are numerous small businesses and retail establishments that contribute to the local economy. Major highways and streets in Sandusky include US-6, US-20, and OH-2. These roads provide easy access to nearby cities and attractions. Sandusky is also home to several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sandusky, OH can benefit from a bank in numerous ways, from opening checking and savings accounts to securing loans for home purchases or starting a business. One specific way that a bank can help the community of Sandusky is by offering financial education programs that cater to the unique needs of the area. With a population of just over 25,000, Sandusky is a small city that relies heavily on tourism, particularly during the summer months. A bank can provide financial literacy workshops to help residents better manage their money during the off-season and prepare for the influx of tourists. Additionally, a bank can offer small business loans to entrepreneurs looking to start or expand a tourism-related business, such as a bed and breakfast or a souvenir shop. By tailoring their services to the specific needs of Sandusky residents, a bank can play a vital role in supporting the local economy and helping the community thrive.

Insurance Broker

Residents of Sandusky, OH can benefit from the assistance of an insurance broker in a multitude of ways. Firstly, an insurance broker can help residents navigate the complexities of health insurance, which is especially important in Sandusky where the population is aging and healthcare needs are increasing. Additionally, an insurance broker can provide guidance on home insurance policies, which is crucial in a city where severe weather events such as tornadoes and thunderstorms are common. Furthermore, an insurance broker can assist residents in finding the best auto insurance policies, which is vital in a city where commuting is a daily necessity and accidents are a risk. Overall, an insurance broker can provide invaluable support to the residents of Sandusky, OH, helping them to secure the insurance coverage they need to protect their health, homes, and vehicles.

Retirement Planning

Residents of Sandusky, OH can benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them to create a comprehensive retirement plan that takes into account their unique financial situation and goals. This is especially important in Sandusky, OH, where the cost of living is relatively high compared to other areas in the region. A retirement planner can help residents to maximize their retirement savings and investments, and ensure that they have enough income to live comfortably in their golden years. Additionally, retirement planners can provide guidance on issues such as Social Security, Medicare, and estate planning, which can be particularly complex and confusing for many people. By working with a retirement planner, residents of Sandusky, OH can gain peace of mind and confidence in their financial future.

Financial Advisor

Residents of Sandusky, OH would benefit from the services of a financial advisor in numerous ways. One of the most common ways is by receiving guidance on how to manage their finances effectively. Sandusky, OH is a city that relies heavily on the tourism industry, particularly during the summer months when Cedar Point amusement park attracts millions of visitors. A financial advisor can assist residents in creating a budget that takes into account the seasonal nature of the local economy and helps them plan for the leaner months. Additionally, a financial advisor can provide advice on how to save for retirement, invest in the stock market, and manage debt. With the assistance of a financial advisor, residents of Sandusky, OH can achieve financial stability and peace of mind, even in the face of economic uncertainty.

Mortgage Loan Officer

Residents of Sandusky, OH can benefit from the services of a mortgage loan officer in several ways. Firstly, they can assist in finding the best mortgage rates and terms for the residents' unique financial situation. This is particularly important in Sandusky, where the cost of living is 12.6% lower than the national average, and the median home price is $101,500. Secondly, a mortgage loan officer can help residents navigate the complex process of buying a home, including filling out paperwork, negotiating with lenders, and understanding the terms of their mortgage. Finally, a mortgage loan officer can provide valuable advice on how to improve credit scores, manage debt, and save for a down payment, which can be especially helpful for first-time homebuyers in Sandusky.

Tax Services

Residents of Sandusky, OH can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can assist residents in navigating the complex tax laws and regulations of Ohio. This is especially important for Sandusky residents who have unique tax situations, such as those who own businesses or rental properties. Additionally, a tax advisor can help residents understand the tax implications of buying or selling a home in Sandusky, which can be particularly confusing given the city's fluctuating real estate market. Moreover, a tax advisor can help residents maximize their tax refunds by identifying deductions and credits that they may have overlooked. Overall, a tax advisor can provide invaluable guidance to Sandusky residents, helping them save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Sandusky, OH can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is through the creation of a will or trust, which can help ensure that their assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can assist with the establishment of powers of attorney and healthcare directives, which can provide peace of mind in the event of incapacitation or medical emergency. In Sandusky, OH, where the population is largely made up of retirees and elderly individuals, estate planning is particularly important. An experienced lawyer can help residents navigate the complexities of estate taxes, probate court, and Medicaid planning, all of which can significantly impact their financial wellbeing. By working with an estate planning lawyer, Sandusky residents can protect their assets, preserve their legacy, and provide for their loved ones long after they are gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Sandusky, OH offer a range of financial solutions for affluent individuals and families. A skilled wealth manager can help clients navigate the complexities of investment planning, risk management, and estate planning. With a deep understanding of the local economy, a wealth manager in Sandusky, OH can provide tailored advice that takes into account the unique opportunities and challenges of the region. For example, they may recommend investments in the thriving tourism industry, which is a major driver of the local economy. They may also advise clients on the tax implications of owning property on Lake Erie, which is a popular destination for vacation homes. Overall, a wealth manager in Sandusky, OH can provide comprehensive financial guidance that helps clients achieve their long-term goals and secure their financial future.

Sandusky, OH is the ultimate destination for anyone seeking a wealth manager. The city boasts a robust financial sector, with a plethora of top-notch wealth management firms that cater to the diverse financial needs of the residents. The city's strategic location on the shores of Lake Erie makes it an ideal hub for international trade and commerce, which has attracted a pool of seasoned financial experts with a wealth of knowledge and experience in the industry. Furthermore, Sandusky, OH has a thriving business community, which means that there is a high demand for wealth management services. As such, the wealth managers in the city are highly competitive, and they strive to offer their clients the best services possible. Whether you are looking for investment advice, financial planning, or retirement planning, Sandusky, OH has got you covered. So, if you want to secure your financial future, look no further than Sandusky, OH for the best wealth management services.