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Resolute Wealth Advisor
“Based in experience, with independent consultation, and a long term strategy, RWA suits my idea of a trusted financial advisor.”
Best Financial Advisors in Findlay, OH
The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Findlay area.
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Hixon Zuercher Capital Management
“Friendly and knowledgeable staff.”
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Jackson Wealth Management
“We can't be all things to all people but strive to be everything to some people. By learning our process, it will also act as a road map to guide you in your evaluation of other firms you may be considering.”
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Brimley & Frisch Wealth Management
“Leave it to us to delve into the abyss, forming a foundation for intelligent, well-considered decisions tailored to you and your goals. Along with the challenges of the financial markets, come opportunities and rewards. You can count on Brimley & Fri...”
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Fundacion Finance
Structured Finance, Commodity Trading, Mutual Funds and Initial Public Offerings (Ipo), Trading & Investing
“Our dedicated team of specialist business financial advisers and consultants help you to build stronger, more robust businesses. We also understand the financial objectives of a firm are often interlinked with the financial ambitions of the owner so ...”
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Fifth Third Private Bank - Mary Hammond
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Mark A. Gons, CPA
“Jordan is a third generation CPA. His grandfather, Walter L. Gons and his father, Mark A. Gons both have inspired him to pursue a career in accounting. Jordan graduated with a Bachelor of Science degree in Accounting from Bob Jones University in 2006...”
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Allen-Kramp Wealth Management
“At Allen-Kramp Wealth Management, we listen, collaborate and then act. We pay attention to where you are right now, and your specific future objectives. We understand your concerns and work with you on a comprehensive strategy to help you build and p...”
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Romick Wealth Strategies
Multigenerational Planning, Investment Management, Flat Fee Financial Planning
“When it comes to your finances, we act as your strategic financial partner. We aim to keep the complex simple, act as an advocate and accountability partner when it comes to your goals, take stress away from financial decisions, and refine a clear pa...”
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Trust Company Family Offices
“At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families...”
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Faith Investment Services
Susannah Steiner, Renea Zimmerman, Kathi Dunlap
“Gary is genuine in his efforts to help those who don't understand investing and give honest personal insight for each client.”
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Marlene Burns
Insurances- Medicare, Life, Health, Property, and Casualty. , Tax Preparation, Investment Management,
“Nice professional and friendly staff.”
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Sielschott, Walsh, Keifer, Regula & Sherer Cpas
“Great people to work with who know their stuff.”
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J. Conklin Consulting
Quickbooks Consulting, CFO Services
“Jason was able to take a situation that I had complicated way too much and was able to simplify it so that I get better results in less than 1/4 the time!”
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Ken Rumbaugh
“The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may b...”
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Strategic Financial Resources
“Brian Inkrott does an amazing job at explaining all the ins and outs of what to do and the not to do.”
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Standing Firm Financial
SEC Form CRS, Featured Links, Costs
“It is a blessing & comfort to know that the finances God has given us will be invested responsibly according to our Christian values.”
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Snyder Financial Management
“Clear and approachable, capable, makes financial planning much easier and less stressful”
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ARC Private Wealth
“Been a client for coming up on a year and have 0 complaints!”
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Baker Financial Group
Services, Products
“Steven Baker, Chad Baker, and Martin Stansbery are collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CT, FL, KY, MI, OH, PA, TX and ...”
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Radebaugh & Co
Industries, Tax Services, Business Services
“Personal service at a reasonable price!”
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Siferd Professional Services
“Always presice and fairly priced”
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Alluvial Private Wealth
- Goal
- Wealth Management
- Decision
“Although they have only been managing our portfolio for a short amount of time, I have grown to understand why my parents have trusted Alluvial and their investing strategies.”
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Metzger Financial Services
“I told Matt that he is my high beams and windshield wipers when it comes to finance,everything is clear after I talk to him ,Helped me with Retirement and my kids 529 accounts.”
Retirement Planning and Investment Management Services in Findlay, OH Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
450 cost profiles
Why these companies made our list
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