Best Financial Advisors in Lorain, OH

The highest-rated Financial Planning & Wealth Management companies out of 150 vetted & reviewed in the Lorain area.

Kuper Hilton & Kaminski

Kuper Hilton & Kaminski

Small Business Accounting, IRS Audit Representation, Strategic Business Planning
“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
23790 Lorain Rd, North Olmsted, OH 44070
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William E Pappas, CPA

William E Pappas, CPA

(9)
“Have been working with Pappas & Bitounis for 5 years, they are incredible.”
In Business Since 2011
Accepts Check, Cash
30980 Lorain Rd, North Olmsted, OH 44070
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Halo Wealth Management

Halo Wealth Management

(1)
“Excellent service very reasonable cost”
In Business Since 2016
28970 Lorain Rd Suite 101, North Olmsted, OH 44070
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Szarka Financial

Szarka Financial

(3)
, ,
“I have never had such a professional and caring team of professionals that not only manage your finances but treat you with respect and like a family member.”
In Business Since 2000
Transparent Fees & Pricing
29691 Lorain Rd, North Olmsted, OH 44070
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Five Pillars Financials

Five Pillars Financials

(1)
“Professional haircut and flexible with his customer”
11730 Lorain Ave, Cleveland, OH
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Darrenmorgan Asset Management

Darrenmorgan Asset Management

“Darren completed his Series 65 certification, a securities law exam, more than 15 years ago. Long before regulators and investors began to wake up to the differences between a financial representative and a financial advisor, Darren recognized it's i...”
In Business Since 2015
28906 Lorain Rd Ste #202, North Olmsted, OH 44070
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Silverstone Tax & Wealth Management

Silverstone Tax & Wealth Management

(22)
Asset Protection, Tax Preparation, Entity Formation
“Matt makes sure to walk you though every part of filing your taxes and any other legal questions or concerns you may have and makes sure to leave you 100% satisfied!”
In Business Since 2018
Coupons & Offers
Serving Lorain Area
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JL Smith

JL Smith

(27)
Wealth Management, Financial Planning, Investment Advisory
“Since mom and dad are limited in their ability to travel, the JL Smith Group has even made one-on-one personal visits to their home to answer questions and offer assistance in their decision making process in many areas including income tax, finan...”
In Business Since 2000
Licensed, BBB Rating: A+
Serving Lorain Area
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Billings & Company, Cpas

Billings & Company, Cpas

(1)
Payroll Services, Services For Individuals, Business Services
“Billings + Associates will take necessary time to answer any issues or questions in a timely fashion.”
In Business Since 1989
Transparent Fees & Pricing
503 S Abbe Rd, Elyria, OH
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Lorain County Tax Services

Lorain County Tax Services

(6)
“I've dealt with George and Diane for over 30 years..”
In Business Since 1993
Accepts Cash
5333 Meadow Ln Ct, Elyria, OH
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Costin + Kendall, Cpas

Costin + Kendall, Cpas

(3)
Accounting, Small Business Consulting, Commercial Services
“I can't think of any other professional that has been as supportive, knowledgeable, and personally interested in my success.”
In Business Since 1980
Offers Financing Options
Transparent Fees & Pricing
Serving Lorain Area
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Jeff Zemito – Lakeview Wealth Management

Jeff Zemito – Lakeview Wealth Management

(11)
  • Interests
  • Knowledge
  • Trust
“Professional, highly skilled, kind, hard working, reliable, and attentive are all words/phrases that very quickly come to mind when reflecting on the last 10+ yrs of working with Jeff Zemito and his team at Lakeview.”
In Business Since 2020
Serving Lorain Area
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Elios Financial Group

Elios Financial Group

(5)
Social Security Planning, Enlighten Your Financial Life ™, Investment Management
“Jim and his team have been great stewards of my IRA, and I've always had the feeling these investments are in market knowledgeable and responsible hands.”
In Business Since 2006
Serving Lorain Area
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Landing Point Financial Group

Landing Point Financial Group

(8)
  • Team
“The Landing Point Financial team is extremely trustworthy and looks out for their customers in all financial areas whether or not it is profitable for them.”
In Business Since 2012
Serving Lorain Area
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Great Lakes Cpa's

Great Lakes Cpa's

(2)
Bookkeeping, Financial Statements, Tax Planning
“Whether I have needed their services for personal or business accounting services, they have been professional, efficient and responsive with every interaction.”
In Business Since 2013
Serving Lorain Area
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Crescendo Finance

Crescendo Finance

(1)
Investments, Stock Broker, Retirement
“Great person”
In Business Since 2009
Serving Lorain Area
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Afia Wealth Management

Afia Wealth Management

(5)
“John is very easy to work with and very professional.”
In Business Since 2021
Serving Lorain Area
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Aspire Investment Management

Aspire Investment Management

(1)
Investment, Lifestyle, Financial Checklist
“In the day of "set it and forget it" advisors one can really appreciate the hands on approach of Aspire Investment Management.”
In Business Since 2018
Serving Lorain Area
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Lesjak Planning

Lesjak Planning

“A vibrant financial plan demands collaboration between our family and yours. We meet annually with our clients to discuss progress and any necessary changes. We make it easy for clients to monitor their plans by providing accurate, detailed, technica...”
In Business Since 1984
Family Business
Licensed, BBB Rating: A+
Serving Lorain Area
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Majkut Cpa's

Majkut Cpa's

Industries, Services For Individuals, Services For Quickbooks
“Majkut CPA's LTD. is licensed in OH and specializes in accounting and financial services. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
In Business Since 1996
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
1288 Abbe Rd N, Elyria, OH
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Wolf Tax and Accounting Services

Wolf Tax and Accounting Services

(2)
“I have been using Wolf tax service for many years, honest and fast service.”
35+ Years Experience
Serving Lorain Area
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Clarity 2 Prosperity

Clarity 2 Prosperity

(2)
“Glad to be a part of this excellent group of advisors.”
In Business Since 2010
Serving Lorain Area
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Balanced Asset Management

Balanced Asset Management

(2)
“I trust him with making the decisions that need to be made regarding my money.”
In Business Since 2004
Serving Lorain Area
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Wealth Health

Wealth Health

(2)
Estate Planning, Wealth Management, Risk Assessment
“Clint is not only a financial advisor but also a lawyer and CPA so he is able to uniquely cover all aspects of wealth planning from tax preparation, legal doc preparation and investing.”
In Business Since 2016
Serving Lorain Area
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Retirement Planning and Investment Management Services in Lorain, OH Cost Estimates

Minimum cost
$1084
Maximum cost
$9213
National Average
$3252
Avg Per Hour Rates
$326
$2168
$5962
Fair price range is based on 373 cost profiles
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Average Cost $3252
Minimum cost $1084
Maximum cost $9213
Avg Per Hour Rates $326

Fair range $2168 to $5962 is based on 373 cost profiles.

Why these companies made our list

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