Wealth Management in Mansfield, OH

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List of Firms

Mansfield, OH Wealth Management Firms

SEC File# 801-51715
CRD# 106817
Location 6 W 3rd St #100, Mansfield, OH 44902, USA
Phone (419) 526-5226
Merrill Lynch Wealth Management Advisor David J Eichinger
Location 615 Bally Row, Mansfield, OH 44906, USA
Phone (419) 527-4503
Kleshinski Morrison & Morris
4 out of 5
Location 590 Lexington Ave, Mansfield, OH 44907, USA
Phone (419) 756-3211
SEC File# 801-7258
CRD# 463
5 out of 5
Location 40 Park Ave W, Mansfield, OH 44902, USA
Phone (419) 522-2123
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Wealth Management in Mansfield, OH

Where Wealth Management Advisors in Mansfield, OH Serve

Mansfield, OH is a vibrant city located in Richland County, Ohio, with a population of approximately 46,000 people. The city is home to several landmarks that are worth checking out, such as the Ohio State Reformatory, which is a former prison that has been converted into a museum. The Mansfield Memorial Museum is another popular attraction, which showcases the city's history and culture. The top employers in Mansfield, OH include OhioHealth Mansfield Hospital, AK Steel, and Richland County. These companies provide job opportunities for many residents in the city. Mansfield, OH is conveniently located near several major highways, including Interstate 71, US Route 30, and State Route 13. These highways make it easy for residents to travel to neighboring cities and states. The city is divided into several neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Downtown Mansfield, North Lake Park, and Woodland.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mansfield, OH can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial assistance to those who are struggling to make ends meet. With a variety of loan options available, individuals can receive help with everything from medical bills to home repairs. Additionally, a bank can offer financial education and guidance to those who may be unfamiliar with managing their money. This is especially important in Mansfield, OH as the city has a relatively high poverty rate compared to other cities in Ohio. Furthermore, a bank can provide a safe and secure place for residents to store their money. This is crucial in a city like Mansfield, OH where there has been an increase in property crimes in recent years. Overall, a bank can be a valuable resource for the residents of Mansfield, OH to improve their financial well-being and security.

Insurance Broker

Residents of Mansfield, OH can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance market, ensuring that they get the best coverage for their needs and budget. This is especially important in Mansfield, OH, where the cost of living is relatively high compared to other parts of the state. Secondly, an insurance broker can help residents understand the nuances of different insurance policies and the fine print that often goes unnoticed. This is particularly crucial in Mansfield, OH, where the local insurance market is highly competitive and complex. Thirdly, an insurance broker can provide residents with personalized advice and recommendations based on their unique circumstances, such as their age, health, and lifestyle. This is especially important in Mansfield, OH, where residents face a range of challenges, including high healthcare costs, rising property taxes, and an aging population.

Retirement Planning

Residents of Mansfield, OH could benefit greatly from the expertise of a retirement planner. Specifically, with a poverty rate of 23.9%, many residents may struggle to save for retirement and need guidance on how to maximize their retirement income. A retirement planner can help residents create a comprehensive plan that includes strategies to save for retirement, such as contributing to a 401(k) or IRA, as well as ways to minimize taxes and manage debt. Additionally, a retirement planner can help Mansfield residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. With the right guidance, Mansfield residents can enjoy a comfortable and secure retirement, free from financial worry.

Financial Advisor

Residents of Mansfield, OH can greatly benefit from the services of a financial advisor. With the city's economy being driven by manufacturing and healthcare, a financial advisor can help individuals and families navigate the complexities of these industries. The advisor can provide guidance on investment strategies, retirement planning, and tax planning, among other services. Additionally, with Mansfield being located in the Rust Belt, many residents may have experienced job loss or economic hardship, making financial planning even more crucial. A financial advisor can help these individuals create a budget and develop a savings plan to ensure financial stability in the future. Overall, a financial advisor can provide invaluable assistance to Mansfield residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Mansfield, OH can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of securing a mortgage, ensuring that they are aware of all the necessary steps and requirements. Additionally, a loan officer can assist residents in finding the best mortgage rates and terms, which can help them save money in the long run. Specifically, Mansfield, OH is a city that has seen significant economic growth in recent years, with a thriving business community and a growing population. As such, a mortgage loan officer can help residents take advantage of this growth by securing a mortgage that allows them to purchase a home in a desirable location, such as one of the city's many historic neighborhoods. With the help of a loan officer, residents can make informed decisions about their mortgage and achieve their dreams of homeownership in Mansfield, OH.

Tax Services

Residents of Mansfield, OH can greatly benefit from the services of a tax advisor. With the complexity of the tax system, a tax advisor can help individuals navigate the different tax laws and regulations that are specific to Mansfield, OH. For example, the city has a local income tax that residents must pay, and a tax advisor can help ensure that individuals are properly calculating and paying this tax. In addition, a tax advisor can help residents take advantage of any tax credits or deductions that they may be eligible for, such as the Ohio Homestead Exemption for senior citizens or disabled individuals. With the help of a tax advisor, residents can save money on their taxes and have peace of mind knowing that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Mansfield, OH can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that includes wills, trusts, and other legal documents that ensure that assets are distributed according to the wishes of the individual. In Mansfield, OH, many families have unique circumstances that require specialized estate planning, such as business succession planning or planning for a child with special needs. An estate planning lawyer can also assist with navigating complex tax laws and minimizing tax liability. Additionally, an estate planning lawyer can provide guidance on healthcare and financial powers of attorney, ensuring that individuals have someone they trust to make important decisions on their behalf in the event of incapacitation. The expertise of an estate planning lawyer can provide peace of mind for residents of Mansfield, OH and their families, knowing that their wishes will be carried out and their loved ones will be protected.


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