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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
“Excellent”
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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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Legacy Group Planning
Medicare, Retirement Strategies, Wealth Management
“Friendly people who help you keep your money safe!”
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Reservoir Wealth Management
Blog, Contact
“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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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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Faith Investment Services
Why Bri?, Why Not Bri?, Christian Worldview Investing
“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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Strasburg Financial Group
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
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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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Rahrig Financial Group
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Hixon Zuercher Capital Management
“Friendly and knowledgeable staff.”
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Clark Financial Group
“Jay & Rick are super!”
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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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Muhlenkamp & Associates
Tax Planning, Accounting, Financial Planning
“I feel Neal and his account ing team do a great job on your taxes of all sorts.”
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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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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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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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Steyer Huber & Associates
Industry Specialties, Accounting 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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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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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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Capital Advisory Services
Financial Planning, Long-Term Retirement Asset Planning, Estate Conservation
“Planning for your financial future is made simple with Capital Advisory Services, LLC. We are a financial advisory firm in West Chester, OH, providing people with tested financial strategies so they can build wealth and enjoy a comfortable retirement...”
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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