Wealth Management in Zanesville, OH

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List of Firms

Zanesville, OH Wealth Management Firms

Jeffrey T Hankins - Financial Advisor, Ameriprise Financial Services, LLC
Location 1269 Maple Ave Ste A, Zanesville, OH 43701, USA
Phone (740) 454-3271
Merrill Lynch Wealth Management
5 out of 5
Location 905 Zane St, Zanesville, OH 43701, USA
Phone (740) 452-3681
Edward Jones - Financial Advisor: Bradley R Mawhorr
5 out of 5
Location 2027 Maple Ave, Zanesville, OH 43701, USA
Phone (740) 455-2057
Merrill Lynch: Phipps Donald
5 out of 5
Location 3606 Maple Ave, Zanesville, OH 43701, USA
Phone (740) 452-3681
Moyer Group Wealth Management of Raymond James
Location 822 Market St Suite 1, Zanesville, OH 43701, USA
Phone (740) 617-2580
Wealth Management in Zanesville, OH

Where Wealth Management Advisors in Zanesville, OH Serve

Nestled in the heart of Muskingum County, Zanesville, OH is a charming city brimming with history, culture, and natural beauty. From its iconic Y-Bridge spanning the confluence of the Licking and Muskingum Rivers to its vibrant downtown district, there's no shortage of landmarks to explore in this bustling metropolis. As the county seat, Zanesville is home to a diverse array of top employers, including Genesis HealthCare System, AK Steel, and Muskingum University. With its strategic location at the intersection of major highways like I-70 and US-40, the city serves as a vital hub for transportation and commerce throughout the region. From the historic neighborhoods of McIntire Terrace and Putnam Avenue to the scenic vistas of Dillon State Park and the Muskingum River Parkway, Zanesville offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Zanesville, OH can benefit from a bank in a multitude of ways. One of the most common ways is through access to financial resources, such as loans and credit lines. This is particularly important in Zanesville, where the economy is heavily reliant on manufacturing and agriculture. With a bank's help, residents can secure funding to start or expand their businesses, purchase equipment, or invest in their farms. Additionally, a bank can assist with financial planning and budgeting, helping residents to better manage their money and save for the future. This is especially crucial in Zanesville, where the cost of living is relatively low but wages are also lower than the national average. By providing these services, a bank can play a vital role in supporting the financial well-being of Zanesville's residents.

Insurance Broker

Residents of Zanesville, OH can benefit from the expertise of an insurance broker in a variety of ways. With an intricate network of highways, residents of Zanesville face unique risks associated with driving. An insurance broker can help residents navigate the complexities of auto insurance and ensure that they have adequate coverage for their needs. Additionally, Zanesville is home to a significant number of small businesses, each with unique insurance needs. An insurance broker can work with these businesses to identify potential risks and provide tailored insurance solutions. Finally, with a population that is aging, residents of Zanesville may be particularly concerned about long-term care insurance. An insurance broker can help residents navigate the often-confusing world of long-term care insurance and find the right policy to meet their needs. Overall, an insurance broker can be an invaluable resource for residents of Zanesville looking to protect themselves and their families from potential risks.

Retirement Planning

Residents of Zanesville, OH could greatly benefit from the services of a retirement planner. With a population of nearly 25,000, many individuals in the area may be unsure of how to properly plan and save for their retirement. A retirement planner could assist in creating a personalized plan that takes into account specific financial goals and needs. Additionally, with the recent closure of the local glass factory, many former employees may be facing unexpected early retirement. A retirement planner could help these individuals navigate the complexities of their retirement benefits and ensure they are making the most of their available resources. Furthermore, with the rising cost of healthcare, a retirement planner could provide guidance on how to effectively plan and save for potential medical expenses in retirement. Overall, the expertise and guidance of a retirement planner could greatly benefit the residents of Zanesville, OH in achieving a secure and comfortable retirement.

Financial Advisor

Residents of Zanesville, OH could benefit from the expertise of a financial advisor in many ways. One specific area where they could be helped is in navigating the unique economic challenges faced by the city. Zanesville has a diverse economy that includes manufacturing, healthcare, and retail, but it also has a poverty rate that is higher than the national average. A financial advisor could help residents make the most of their income and assets, whether that means creating a budget, investing wisely, or planning for retirement. Additionally, a financial advisor could help residents understand the complex tax laws and regulations that affect them, as well as identify opportunities for tax savings. Finally, a financial advisor could provide guidance on how to manage debt, including student loans, credit card debt, and mortgages, which can be a significant burden for many Zanesville residents.

Mortgage Loan Officer

Residents of Zanesville, OH would greatly benefit from the services of a mortgage loan officer. With a population of approximately 25,000, Zanesville is a small city that has seen its fair share of economic challenges. A knowledgeable mortgage loan officer can help residents navigate the complex process of securing a mortgage, which can be particularly daunting for those who are first-time homebuyers or have less-than-perfect credit. In addition, the loan officer can provide guidance on the various homebuyer assistance programs that are available in Zanesville, such as the Homeownership Opportunity Program and the Neighborhood Stabilization Program. By working with a mortgage loan officer, residents of Zanesville can increase their chances of achieving their dream of homeownership and contributing to the revitalization of their community.

Tax Services

Residents of Zanesville, OH can benefit greatly from the services of a tax advisor. One specific way a tax advisor can assist residents is by helping them navigate the complex tax laws that apply to the state of Ohio. With a population of over 25,000, Zanesville is a bustling city with a diverse range of businesses and industries. A tax advisor can help local businesses and individuals understand the tax implications of their financial decisions, including the impact of state and local taxes on their bottom line. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that they may not be aware of, potentially saving them thousands of dollars each year. By working with a tax advisor, residents of Zanesville can ensure that they are in compliance with all applicable tax laws and regulations, while maximizing their tax savings.

Estate Planning Lawyer

Residents of Zanesville, OH, would benefit greatly from the services of an estate planning lawyer. With the population of the city being predominantly elderly, the need for estate planning is crucial. An estate planning lawyer can assist in the creation of wills, trusts, and power of attorney documents to ensure that assets are distributed according to the individual's wishes, and that their healthcare and financial decisions are made by someone they trust. Additionally, an estate planning lawyer can help protect assets from creditors and avoid probate. With the complex and ever-changing laws surrounding estate planning, it is important to have a knowledgeable and experienced lawyer on your side to navigate the process and ensure that your wishes are carried out.

Zanesville, OH Financial Resources

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Zanesville, OH City Hall


Zanesville, OH Public Library



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