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Hixon Zuercher Capital Management
“Friendly and knowledgeable staff.”
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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Resolute Wealth Advisor
“Based in experience, with independent consultation, and a long term strategy, RWA suits my idea of a trusted financial advisor.”
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Copeland Financial
“Our process is one long-lasting conversation. The dialogue will change over time as your life evolves, but our conversation—and our commitment to our relationship—is ongoing.”
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Mark A. Gons, CPA
Employee Benefit and Retirement Planning, Compensation and Incentive Planning, Business Succession Planning
“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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Fifth Third Private Bank - Mary Hammond
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Allen-Kramp Wealth Management
“Many wealth-building firms believe in pushing the latest financial products, whether they meet your needs or not. At Allen-Kramp Wealth Management, we have a different approach. We listen, collaborate and then act. We pay attention to where you are r...”
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Jackson Wealth Mgmt
“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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Infresh Wealth Management
“Since starting my investment journey in 2011, I have learned that every company we invest in will either be a terrible business, a tolerable business, or a terrific business. My goal is to identify terrific businesses and invest in them when they can...”
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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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Steyer Huber & Associates
Industry Specialties, Business Services, Tax Services
“At Shultz Huber & Associates, we're more than just an accounting firm. We're a team of experts with specialists in a wide range of industries. Client success is what drives us, and we believe our proactive detailed approach can contribute to your com...”
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Ohio Home Finance
“Our GOAL is to provide housing benefits to all Veterans in the states of Ohio, Indiana and Michigan; particularly in areas where the use of the VA Program is not readily available, not well-known, or little used.”
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Faith Investment Services
Christian Worldview Investing, Why Not Bri?, Why Bri?
“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
“Nice professional and friendly staff.”
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Loudon Township
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Sielschott, Walsh, Keifer, Regula & Sherer Cpas
“Excellent”
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Tiell Financial Group
Tell A Friend, Featured Links, Event Calendar
“We have been with Tiell Financial for over a year now and are very pleased with this company, they are very professional and do have a "do the right thing" attitude.”
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Legacy Group Planning
Medicare, Life Insurance, Annuities
“Friendly people who help you keep your money safe!”
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Reservoir Wealth Management
Contact, Blog
“Jared is Lima's only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate pla...”
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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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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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Standing Firm Financial
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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The Law Offices Of Timothy A. Magee
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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 ...”
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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