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Siferd Professional Services
“Great place for income tax and accounting services.”
Best Financial Advisors in Lima, OH
The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Lima area.
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Sielschott, Walsh, Keifer, Regula & Sherer Cpas
“Great people to work with who know their stuff.”
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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.”
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Dicke Financial Company
“Bill & Terri are great people to deal with and have always done a good job for me.”
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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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Rahrig Financial Group
Tax Resources, Estate, Investment
“Rahrig Financial Group is an A1 business!”
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Strategic Financial Resources
“He always does a great job explaining my options and making me feel secure about financial decisions.”
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Faith Investment Services
Susannah Steiner, Orrie Augsburger, Window Into What We Do
“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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Rayburn Financial Advisory Services
“Our team is dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We look forward to using our experience to help you pursue yo...”
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Moeller and Company CPA
Services For Quickbooks, Services For Individuals, Industries
“Had an issue with our taxes this year (that ended up being my own fualt) and Rick was beyond patient and helpful.”
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Kahle and Associates, CPA
“At Kahle and Associates CPA, we've been serving the accounting needs of Findlay, OH and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
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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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Clark Financial Group
“No matter where you are in life or are in financial status, the Clark Financial Group are knowledgeable to help you reach your goals.”
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Muhlenkamp & Associates
Tax Planning, Accounting, Financial Planning
“Always great, friendly service.”
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Fundacion Finance
Structured Finance, Portfolio Management Services (Pms), Financial Services
“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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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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Fifth Third Private Bank - Mary Hammond
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Romick Wealth Strategies
Multigenerational Planning, Retirement Planning, 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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Financial Concepts
Upcoming Events, Featured Links, Tell A Friend
“Ourfinancial planners will advise you as themarket conditions and interest rates fluctuate overtime, as well as help youface the present and planfor the future. After all, as your lifestyle changes, your financial goals may also change.”
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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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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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Dodds Wealth Advisors
Services, Dave Ramsey Smartvestor Pro, The Abundance Walk®
“I felt I didn't have enough time on a Friday afternoon to meet and pick up documents, but I was assured that they would remain there until 5 regardless and was welcomed in.”
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Monnier & Co
Consulting, Services For Quickbooks, Services For Individuals
“Corey is the best!”
Retirement Planning and Investment Management Services in Lima, OH Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
423 cost profiles
Why these companies made our list
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