R.E. Sielschott & Associates
“Professional, Personal, Affordable, you get your money's worth, Matt Long is Great, glad I made the move with him 👍”
Best Financial Advisors in Lima, OH
10 firms listed · 4 in Lima · 9 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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.”
Dicke Financial Company
“Bill & Terri are great people to deal with and have always done a good job for me.”
Ken Rumbaugh
Rahrig Financial Group
“They have done a wonderful job in the years that they have handled my funds.”
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.”
The 10 firms listed for Lima, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lima, OH
Of the 10 firms we list here, 4 are in Lima itself and 6 come from towns including Columbus Grove (1, 13 mi), Wapakoneta (1, 13 mi) and Delphos (1, 14 mi). 9 of the firms on this page have a rating, from 4.5 to 5.0 across 46 reviews. 1 shows a license on its website and 3 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 28 years. 1 offers payment plans. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 8 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lima take financial planning bookings online?
2 of the 10 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Faith Investment Services
“Gary is genuine in his efforts to help those who don't understand investing and give honest personal insight for each client.”
Rayburn Financial Advisory Services
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.”
Strategence Capital
“I started out not quite understanding what financial planning was and why I needed to do it and have now transitioned to starting to set goals and implement strategies for my finances.”
Why these companies made our list
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