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ML Logan & Associates
Tax Services, Business Services, Services For Individuals
“Mike is delightful, helpful, and knowledgeable.”
Best Financial Advisors in Dayton, OH
The highest-rated Financial Planning & Wealth Management companies out of 131 vetted & reviewed in the Dayton area.
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Thorn Lewis + Duncan
State & Local Taxes, Sales Tax Compliance Management, IT Controls
“Excellent skills in managing income tax preparation.”
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Bradstreet & Company Cpas
“As an owner of a couple dental offices, it was important to me to find someone that can stay organized with all the small details needed in supporting me with my accounting needs.”
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Anderson Financial Strategies
Schedule A Meeting, What We Do
“He not only makes great financial decisions but he communicates with clients on a regular basis so you not only know how your investments are doing but the market in general.”
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Covenant Planning
Fees, Covenant Medicare, Covenant Social Security Center
“Not only do they understand the shift in planning and investment strategy at retirement, they also understand that to be an effective advisor, the amount of compassion and understanding has to match the level of expertise.”
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Westminster Financial Sec
Westminster Financial Agencies, Westminster Financial Advisory, Corp, Westminster Financial Securities, Inc.
“The information provided is obtained from sources deemed to be reliable, but Westminster Financial Securities, Inc. cannot guarantee the accuracy or completeness of the information or make any warranties with regards to the results obtained from its ...”
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Gudorf Financial Group
Tax Planning, Investment Management, Social Security and Medicare
“I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way.”
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Alternative Divorce Solutions
“I worked most closely with Alyssa who was always available for a call or meeting, typically on very short notice which was so helpful when quick or new deadlines arose.”
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ABN Financial
“Cares about and serves families.”
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Consumer Credit Counseling Service
“Very helpfull”
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Axim Wealth Management
“With decades of combined experience, we have been helping individuals just like you. With our trademark process,The Retirement Blueprint™we have changed the way people look at their future. This process addresses each of the 5 key areas of planning.A...”
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Adams Wealth Management Group
Whitepapers, Investment, Estate
“Adams Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've always provided the most personal service available, thus building trusting relationships with our clients. We strive to ...”
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Tudor Financial
Tax Guidance, Financial and Estate Planning, Professional Investment Management
“What is most important to you now? Tudor helps you focus on current priorities while retaining a vision of your overall financial picture. Lifetime financial success hinges on growing productive assets, protecting accumulated wealth and ultimately ge...”
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Riegel Financial
Asset Allocation, Professional Portfolio Management, College Planning
“Stay on track, in compliance and on the best path throughout the year to meet your tax goals. As part of our family, we don't just help you with where you are going, we help you along the way too. That means connecting with a CPA team that truly care...”
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Russell Total Wealth and Wellness
“Recommend”
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Davenport Financial Group
“I have worked with Cory for several years now.”
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McGillivary & Ippisch Wealth Advisors
“I highly recommend Tim and his team if you are looking for a financial advisor.”
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Private Investment Group
“The Private Investment Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of ...”
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Dillhoff Financial Services
“Every financial journey tells a story. For some, it's all about home and family. For others, it's about living an adventurous life traveling the world. Whatever shape your dreams take, we look forward to helping you make them a reality.”
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Jessup Wealth Management
Charitable Planning, Retirement Planning, Portfolio Management
“Great group of people.”
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Roderer Financial Group
“They do our taxes each year and do us a great job.”
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Mangen & Associates
“Great place, doing great things.”
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ING Financial Partners
Indiana Higher Education - APP, Ohio Higher Education - ARP, IRA Solution Center
“Ourmission is to help people save enough money for retirement and other financialgoals.We work with clients at all stages of life - from people just starting their career,to current retirees, and everyone in between. We meet in person on a regular ba...”
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Harvest Financial
Investment Management
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
Retirement Planning and Investment Management Services in Dayton, OH Cost Estimates
Minimum cost
$1197
Maximum cost
$10170
National Average
$3590
Avg Per Hour Rates
$359
$2393
$6581
Typical price range is based on
264 cost profiles
Why these companies made our list
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