Wealth Management in New Albany, OH

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List of Firms

New Albany, OH Wealth Management Firms

Capstone Asset Management
SEC File# 801-72116
CRD# 155846
Location 102 W Main St, New Albany, OH 43054, USA
Phone (614) 775-1140
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Wallick Communities
2 out of 5
Location 160 W Main St #200, New Albany, OH 43054, USA
Phone (614) 863-4640
Language https://www.wallick.com/
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Western & Southern Life Insurance Company
5 out of 5
Location 6530 West Campus Oval, Su 180, New Albany, OH 43054, USA
Phone (614) 305-4600
Language https://www.westernsouthern.com/wslife/financial-representatives/offices/new-albany-oh-004-6?utm_source=google&utm_medium=organic&utm_campaign=gmb
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Team Ohio Financial Advisors
Location 109 W Johnstown Rd, Columbus, OH 43230, USA
Phone (614) 471-4655
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New Albany Wealth Partners - UBS Financial Services Inc.
Location 180 Market St Suite 200, New Albany, OH 43054, USA
Phone (614) 939-2202
Language https://advisors.ubs.com/newalbanywealthpartners/?utm_source=Yext&utm_medium=GMB&utm_campaign=166120&y_source=1_MjQxMjU5MTktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5121 Forest Dr Suite C, New Albany, OH 43054, USA
Phone (614) 855-8552
Language https://www.edwardjones.com/us-en
Directions
Preferred Planning Services
4 out of 5
Location 106 E Main St, New Albany, OH 43054, USA
Phone (800) 229-9666
Language http://preferredplanninginc.com/
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Forward Financial Group
4 out of 5
Location 20 N High St, New Albany, OH 43054, USA
Phone (614) 775-9677
Language http://www.forwardfinancialgroup.com/
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Merrill Lynch Wealth Management Advisor Milton J Leeman
Location 5438 N Hamilton Rd, Columbus, OH 43230, USA
Phone (380) 205-6159
Language https://fa.ml.com/ohio/columbus/milton_leeman
Directions
The Simpson Covert Reta Wealth Management Group - Morgan Stanley
Location 15 S High St, New Albany, OH 43054, USA
Phone (614) 741-8900
Language https://advisor.morganstanley.com/the-simpson-covert-reta-wealth-management-group?y_source=1_MTUwODEzODYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Mid West Wealth Management
SEC File# 801-119267
CRD# 298787
Location 5121 Forest Dr, New Albany, OH 43054, USA
Phone (614) 855-7610
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Phillips Wealth Management
Location 4449 Easton Way, Columbus, OH 43219, USA
Phone (855) 315-3648
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Mercer Advisors Wealth Management
Location 600 N Cleveland Ave Suite 140, Westerville, OH 43082, USA
Phone (800) 335-1404
Language https://www.merceradvisors.com/locations/westerville-columbus-financial-advisors/?utm_source=google&utm_medium=organic&utm_campaign=gmb&utm_term=main&utm_content=westerville
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The New Albany Wealth Management Group - Morgan Stanley
Location 15 S High St, New Albany, OH 43054, USA
Phone (833) 634-0189
Language https://advisor.morganstanley.com/the-new-albany-wealth-management-group?y_source=1_MTUwODA0NTktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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William E. James II - UBS Financial Services Inc.
Location 180 Market St Suite 200, New Albany, OH 43054, USA
Phone (614) 442-6254
Language https://advisors.ubs.com/bill.james/?utm_source=Yext&utm_medium=GMB&utm_campaign=158315&y_source=1_MjA4Njg4NTktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Joshua M. Young, CFP, CEPA - UBS Financial Services Inc.
Location 180 Market St Suite 200, New Albany, OH 43054, USA
Phone (614) 442-6293
Language https://advisors.ubs.com/joshua.m.young/?utm_source=Yext&utm_medium=GMB&utm_campaign=163392&y_source=1_MTg4ODczMTktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Wealth Management in New Albany, OH

Where Wealth Management Advisors in New Albany, OH Serve

Nestled in the heart of Ohio lies the charming city of New Albany, a bustling hub of activity and culture. From its iconic landmarks to its thriving business community, this city has something for everyone. At the heart of New Albany lies Market Square, a vibrant gathering place that hosts a variety of events throughout the year. Nearby, you'll find the historic Jeanne B. McCoy Community Center for the Arts, a stunning venue that showcases some of the region's most talented performers. In terms of employment, New Albany is home to a number of major corporations, including Abercrombie & Fitch, Discover Financial Services, and AEP Energy. These companies provide thousands of jobs to local residents and contribute to the city's strong economy. When it comes to transportation, New Albany is situated near several major highways, including I-270 and State Route 161. Additionally, the city boasts a number of well-maintained streets and roads that make it easy to get around.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New Albany, OH can benefit from a bank in a multitude of ways. For starters, banks offer financial products and services such as checking accounts, savings accounts, loans, and credit cards that can help residents manage their money and build their credit. Additionally, banks can provide financial advice and guidance to help residents make informed decisions about their finances. One specific way that residents of New Albany, OH can be helped by a bank is through the provision of small business loans. As a growing community with a thriving business district, there are many entrepreneurs in New Albany who could benefit from access to capital to start or expand their businesses. A bank can provide these individuals with the financing they need to turn their dreams into reality, which can in turn benefit the entire community by creating jobs and contributing to the local economy.

Insurance Broker

Residents of New Albany, OH can benefit from the services of an insurance broker in a multitude of ways. With its rapidly growing population and booming real estate market, New Albany presents unique challenges when it comes to finding the right insurance coverage. An experienced broker can help residents navigate the complexities of the local insurance market, providing tailored solutions that meet their specific needs. From finding the best rates on home and auto insurance to securing comprehensive coverage for small businesses, an insurance broker can help New Albany residents protect their assets and ensure peace of mind. With so many options and variables to consider, working with a broker can save time and money while providing invaluable expertise and guidance.

Retirement Planning

Residents of New Albany, OH can benefit from the expertise of a retirement planner in several ways. Firstly, the planner can help them create a personalized retirement plan that takes into account their unique financial situation and goals. This is particularly important in New Albany, where the cost of living is higher than the national average, and residents need to plan carefully to ensure they have enough money to sustain their lifestyle in retirement. Additionally, a retirement planner can help residents navigate the complex world of retirement accounts, such as 401(k)s and IRAs, and make informed decisions about how to invest their money. Finally, a retirement planner can provide guidance on tax planning, estate planning, and other important financial matters that can impact a resident's retirement. Overall, working with a retirement planner can help residents of New Albany achieve greater financial security and peace of mind as they approach retirement age.

Financial Advisor

Residents of New Albany, OH could greatly benefit from the guidance of a financial advisor. With its affluent population and high median household income, many residents may be looking for ways to maximize their investments and plan for their financial futures. A financial advisor can help residents navigate the complex world of investments, retirement planning, and estate planning. In particular, with New Albany's growing real estate market, a financial advisor can offer expertise on property investments and help residents make informed decisions on buying and selling property. Additionally, with the city's proximity to Columbus and its booming tech industry, a financial advisor can provide guidance on investing in emerging technologies and startups. Overall, a financial advisor can provide invaluable assistance in helping New Albany residents secure their financial futures and make the most of their wealth.

Mortgage Loan Officer

Residents of New Albany, OH can benefit from the assistance of a mortgage loan officer in several ways. For starters, mortgage loan officers can help residents navigate the complex mortgage application process, which can be particularly challenging for first-time homebuyers. Additionally, residents of New Albany, OH may have unique needs and circumstances that require the expertise of a mortgage loan officer who is familiar with the area. For example, New Albany is known for its high median household income and affluent population, which may impact the types of loans and financing options that are available to residents. A knowledgeable mortgage loan officer can help residents explore their options and find the best solution to meet their specific needs and goals.

Tax Services

Residents of New Albany, OH can benefit from the expertise of a tax advisor in numerous ways. For instance, tax advisors can assist in navigating the complex tax laws and regulations in the state of Ohio, particularly those that are unique to New Albany. They can also provide guidance on tax planning strategies that can help residents minimize their tax liabilities and maximize their savings. Additionally, tax advisors can offer advice on tax-efficient investment options, such as municipal bonds, which may be particularly appealing to residents of New Albany given the city's high-income demographic. Furthermore, tax advisors can help residents navigate the intricacies of estate planning, which is especially important in a city like New Albany where many residents have significant assets and wealth. Overall, the services of a tax advisor can be invaluable for residents of New Albany looking to optimize their financial situation and plan for a secure future.

Estate Planning Lawyer

Residents of New Albany, OH can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents draft a will that outlines their wishes for the distribution of their assets after death. This is especially important in New Albany, OH, where the median household income is $206,250, and many residents have significant assets that need to be protected and distributed appropriately. Secondly, an estate planning lawyer can assist residents in setting up trusts, which can help to minimize taxes and protect assets from creditors. Additionally, an estate planning lawyer can help residents plan for long-term care, including nursing home expenses, which can be particularly important in New Albany, OH, where the median age is 41.2 years old. Finally, an estate planning lawyer can help residents with the probate process, which can be complex and time-consuming, ensuring that their loved ones receive their inheritance quickly and efficiently.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in New Albany, OH are designed to help affluent individuals and families manage their wealth effectively. A wealth manager in New Albany, OH can provide a wide range of services, including investment management, financial planning, tax planning, and estate planning. With its vibrant community and thriving economy, New Albany, OH is a great place to build and grow wealth. The city is home to many successful businesses, including some of the largest companies in the world. A wealth manager in New Albany, OH can help clients take advantage of the many opportunities available in the city, while also protecting their wealth from market volatility and other risks. Whether you are a business owner, executive, or retiree, a wealth manager in New Albany, OH can help you achieve your financial goals and build a secure future for yourself and your family.

New Albany, OH is undoubtedly the best place to get a wealth manager. The city boasts of a thriving economy that is home to numerous businesses, both big and small. With a population of over 10,000 residents, New Albany is a bustling community that is constantly growing and attracting new investors. What sets this city apart from others is its commitment to innovation and technology. New Albany is home to the New Albany Business Park, a sprawling 4,000-acre development that houses companies in various industries. This park is a testament to the city's dedication to economic growth and development. With such a diverse and dynamic business environment, it is crucial to have a wealth manager who understands the intricacies of the local economy. A skilled wealth manager in New Albany, OH can help you navigate the complex financial landscape and make informed decisions that will help you achieve your financial goals.