Cincinnati, OH

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Lima, OH
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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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Total Wealth Planning

Total Wealth Planning

(49)
Retirement Planning, Financial Planning, Virtual Services
“Their approach to a diversified investment strategy has greatly helped my investments to grow and, after a downturn in the economy, they have quickly returned to previous levels.”
Remote Consultations Available
In Business Since 1996
Family Business
Licensed, BBB Rating: A+
4665 Cornell Rd Suite 160, Cincinnati, OH
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People want the truth to help them make better investment decisions. We believe an honest and transparent solution will serve them best. Put simply, the market knows more than any individual. Total Wealth Planning and Dimensional Fund Advisors were both built on the belief that markets work to help you capture long-term returns without wasting your time.

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LSC | Longschaefer Cpa/Pfs

LSC | Longschaefer Cpa/Pfs

(27)
  • Planning
  • Financial
  • Team
“Long, Schaefer & Company have worked with my business over twenty years - each year earning their keep relieving me of tax worries while increasing my wealth/success.”
Offers Financing Options
In Business Since 2003
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
3377 Compton Rd Suite 120, Cincinnati, OH
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Wealthquest

Wealthquest

(30)
  • Goals
  • Expertise
  • Questions
“All the interactions with the team members over the years has been transparent, informational and truly an experience we'd never trade off for any other company.”
In Business Since 2010
Licensed, BBB Rating: A+
Transparent Fees & Pricing
50 E Business Way #120, Cincinnati, OH
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Scrogginsgrear Consultants and Cpas

Scrogginsgrear Consultants and Cpas

(18)
Healthcare Providers, Nonprofit Organizations, Privately-Held Businesses
“In addition, when the unexpected emergencies in the business realm arise , they are always there to offer counsel and help solve the problem well, and rapidly.”
In Business Since 1952
Licensed, BBB Rating: A+
200 Northland Blvd, Cincinnati, OH
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Ducks In A Row

Ducks In A Row

(13)
IT Controls, Tax Compliance, Estate Planning
“These qualities are a rare find in our corporate culture but breath of fresh air when it comes to finding a trusted source that keeps the ducks on the right path.”
In Business Since 2001
Licensed, BBB Rating: A+
Transparent Fees & Pricing
150 E 4th St, Cincinnati, OH
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Conservative Financial Solutions

Conservative Financial Solutions

(28)
  • Retirement
  • Company
  • Team
“I'm not a person that fully understands finances and I'm happy that we were able to find a place that explains things in simple terms that allows us to make educated decisions regarding our future.”
In Business Since 1988
Licensed, BBB Rating: A+
Serving Lima Area
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Darpel Elder Law

Darpel Elder Law

(50)
Long-Term Care Planning, Estate Planning, Probate Administration
“Chad Seiter and his team quickly updated our wills and our powers of attorney; the new documents reflect an exceptional attention to detail appropriate to our current needs.”
In Business Since 1989
Serving Lima Area
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The Original Tax Place on Main Street

The Original Tax Place on Main Street

(24)
Tax Services, Business Services
“Also, I found the Tax Place by winning at a silent auction benefit for the Peaslee Neighborhood Center, so thank you everyone at the Tax Place for giving back to the community!”
In Business Since 2019
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1335 Main St suite a, Cincinnati, OH
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DIY Credit

DIY Credit

(48)
  • Wealth
  • Credit Repair
  • Mind
“The staff is very courteous and extremely professional, they sincerely care about my situation and have helped me tremendously by offering a wealth of knowledge and employing strategic strategies that will position me for success in my journey !!!!”
In Business Since 2022
Cincinnati, OH
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Kehoe Financial Advisors

Kehoe Financial Advisors

(5)
“The advisors take the time to not only educate you of the business, markets, and investments but also truly listen to your concerns and answer any questions you may have.”
Free Initial Consultation
In Business Since 1986
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
125 Boggs Ln, Cincinnati, OH
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Plattenburg & Associates

Plattenburg & Associates

“At Plattenburg & Associates, Inc., we've been serving the accounting needs of Cincinnati, Ohio 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.”
Offers Financing Options
In Business Since 2001
Licensed, BBB Rating: A+
Transparent Fees & Pricing
8230 Montgomery Rd #150, Cincinnati, OH
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Lynx Financial Group

Lynx Financial Group

(30)
  • Home
  • Refinance
  • Rate
“He was quick to respond to all of my questions about my refinance and was even able to lock in a rate much lower than what my mortgage company offered!”
In Business Since 2003
Licensed
Offers Financing Options
Serving Lima Area
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Wealthwise Financial Group.

Wealthwise Financial Group.

(33)
Services We Offer, Business Owners
“What sets Wealth Wise apart in my opinion is their attention to details of the individual person and their financial outlook, and then implementing the best strategy possible.”
In Business Since 2022
1325 E Kemper Rd Suite 201, Cincinnati, OH
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Summit Financial Group

Summit Financial Group

(12)
Financial Planning, Business Retirement Plan Advisory, Young Professional Perspective
“He has always been available when I needed specific financial and investment questions answered, based upon our family needs, not a standard 'block answer'.”
In Business Since 2001
Licensed, BBB Rating: A+
Serving Lima Area
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Truepoint Wealth Counsel

Truepoint Wealth Counsel

(1)
“Nice staff, stunning office.”
In Business Since 1995
CFP Certified
Transparent Fees & Pricing
9999 Carver Rd Suite 200, Cincinnati, OH
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Maddox & Associates Cpas

Maddox & Associates Cpas

(1)
“Paul Maddox saved me $350,000 when I bought out my partner who, due to health concerns, had to sell out.”
Free Initial Consultation
In Business Since 1958
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Lima Area
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Primerica Financial Services Branch

Primerica Financial Services Branch

(33)
  • Company
  • Financial Freedom
“Before Primerica came along, I had no coverage at all for my wife and I and now they have me set up with income protection and an awesome retirement account that will have me set for life before 50.”
In Business Since 2020
Serving Lima Area
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1taxfinancial

1taxfinancial

(2)
“Clare is a strong advocate for local businesses and institutions, and she is a great supporter of neighborhood activities.”
In Business Since 2010
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
5931 Beacraft Ave, Cincinnati, OH
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The Rosselot Financial Group

The Rosselot Financial Group

(1)
“For nearly 5 years, Rosselot Financial has been a fantastic group of people I've had the pleasure of working with on a daily basis!”
In Business Since 1993
Licensed, BBB Rating: A+
7426 Jager Ct, Cincinnati, OH
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Gateway Investment Advisers

Gateway Investment Advisers

“Gateway's investment approach has focused on stability, risk-adjusted performance, and long-term growth since its founding in 1977. Our options-based strategies benefit from a persistent implied volatility risk premium, which can support cash flow ge...”
In Business Since 1982
Licensed, BBB Rating: A+
312 Walnut St # 3500, Cincinnati, OH
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Hengehold Group

Hengehold Group

In Business Since 1970
Licensed, BBB Rating: A+
6116 Harrison Ave, Cincinnati, OH
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CPA Assurance

CPA Assurance

(10)
Bookkeeping Services, Accounting Services, Tax Preparation Services
“Their approach is friendly, very effective and they go beyond just providing accounts, supporting them with understanding and advice to help manage and improve my business.”
In Business Since 2016
Licensed, BBB Rating: A+
Serving Lima Area
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John F Dickey & Co Cpa's

John F Dickey & Co Cpa's

(4)
Tax Preparation & Planning, Individual Wealth Management, Corporate Wealth Management
“Best CPA!”
In Business Since 1984
Licensed, BBB Rating: A+
Serving Lima Area
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R. J. Molloy Co.

R. J. Molloy Co.

“Our clients get professional assistance to ensures their long-term business and financial success. We help them maximize their cash potential, increases efficiency and minimize their tax liability.”
Offers Financing Options
In Business Since 1975
Licensed, BBB Rating: A+
Transparent Fees & Pricing
3349 Glenmore Ave, Cincinnati, OH
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 423 cost profiles.

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