Lorain, OH

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Lorain, OH
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Best Financial Advisors in Lorain, OH

The highest-rated Financial Planning & Wealth Management companies out of 150 vetted & reviewed in the Lorain area.

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Gerst Tax & Financial Services

Gerst Tax & Financial Services

(9)
Personal, Quickbooks, Business
“Love working with the team at Gerts Tax , we have been teamed up with them for 3 yrs now and wish its been longer , thanks for making sure we are always moving forward in the right direction .”
In Business Since 1947
23201 Lorain Rd, North Olmsted, OH 44070
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Kuper Hilton & Kaminski

Kuper Hilton & Kaminski

Small Business Accounting, IRS Audit Representation, Strategic Business Planning
“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”
In Business Since 1996
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
23790 Lorain Rd, North Olmsted, OH 44070
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William E Pappas, CPA

William E Pappas, CPA

(10)
“He had been the CPA for us personally as well as two businesses for about 10 years and we have never even met him in person (lots of ZOOM though) as we live in CO.”
In Business Since 2013
Accepts Check, Cash
30980 Lorain Rd, North Olmsted, OH 44070
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Halo Wealth Management

Halo Wealth Management

(1)
“Excellent service very reasonable cost”
In Business Since 2016
28970 Lorain Rd Suite 101, North Olmsted, OH 44070
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Szarka Financial

Szarka Financial

(3)
  • Investments
“I have never had such a professional and caring team of professionals that not only manage your finances but treat you with respect and like a family member.”
In Business Since 2000
29691 Lorain Rd, North Olmsted, OH 44070
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Darrenmorgan Asset Management

Darrenmorgan Asset Management

“Darren completed his Series 65 certification, a securities law exam, more than 15 years ago. Long before regulators and investors began to wake up to the differences between a financial representative and a financial advisor, Darren recognized it's i...”
In Business Since 2015
28906 Lorain Rd #202, North Olmsted, OH 44070
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JL Smith | Holistic Wealth Management

JL Smith | Holistic Wealth Management

(49)
Wealth Management, Financial Planning, Investment Advisory
“Since mom and dad are limited in their ability to travel, the JL Smith Group has even made one-on-one personal visits to their home to answer questions and offer assistance in their decision making process in many areas including income tax, finan...”
In Business Since 2000
Licensed, BBB Rating: A+
Serving Lorain Area
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Silverstone Tax & Wealth Management

Silverstone Tax & Wealth Management

(39)
Asset Protection, Tax Preparation, Entity Formation
“Matt has always went above and beyond with the taxes to make sure every credit was issued, and if there ever was any issues, he was quick to respond and get the issue fixed.”
In Business Since 2018
Serving Lorain Area
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Gary M Gilbert and Associates

Gary M Gilbert and Associates

Referrals, Gary's Mission Statement, Your First Appointment
“We hopeas you brouse here,you might understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding o...”
In Business Since 2006
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
1530 W River Rd N Ste 203, Elyria, OH
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W. A. Smith Financial Group

W. A. Smith Financial Group

(30)
  • Plan
  • Conversation
  • Confidence
“.Smith handling our retirement needs and highly recommend them to anyone, so much so that I personally would not recommend them to anyone that I didn't feel would respect them”
In Business Since 2011
5070 Waterford Dr, Elyria, OH
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Landing Point Financial Group

Landing Point Financial Group

(21)
  • Individuals
  • Interest
  • Happy
“Very happy with the professionalism and speed with which Susan Vasu and all others I have interacted with respond to my financial questions and concerns.”
In Business Since 2012
Serving Lorain Area
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Elios Financial Group

Elios Financial Group

(9)
> Tax Planning, Financial Planning, > Retirement Income
“As individuals who were previously self-managing our finances throughout our entire working careers, the transition to working with Jim and his team at Elios Financial Group was initially met with some apprehension.”
In Business Since 2006
Serving Lorain Area
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Lorain County Tax Services

Lorain County Tax Services

(6)
“I've dealt with George and Diane for over 30 years..”
In Business Since 1991
Accepts Cash
5333 Meadow Ln Ct, Elyria, OH
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Costin + Kendall, Cpas

Costin + Kendall, Cpas

(3)
Accounting, Small Business Consulting, Commercial Services
“I can't think of any other professional that has been as supportive, knowledgeable, and personally interested in my success.”
In Business Since 1982
Offers Financing Options
Transparent Fees & Pricing
Serving Lorain Area
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Jeff Zemito – Lakeview Wealth Management

Jeff Zemito – Lakeview Wealth Management

(11)
  • Interests
  • Knowledge
  • Trust
“Professional, highly skilled, kind, hard working, reliable, and attentive are all words/phrases that very quickly come to mind when reflecting on the last 10+ yrs of working with Jeff Zemito and his team at Lakeview.”
In Business Since 2020
Serving Lorain Area
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Cornerstone Wealth Management

Cornerstone Wealth Management

(5)
Wealth Management, Business Solutions, Financial Planning
“We appreciate that they have professionals available with financial, legal, and healthcare backgrounds to support the whole process of financial management and retirement.”
In Business Since 2004
Serving Lorain Area
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Aspire Investment Management

Aspire Investment Management

(1)
Investment, Calculators, Tax Resources
“In the day of "set it and forget it" advisors one can really appreciate the hands on approach of Aspire Investment Management.”
In Business Since 2018
Free Initial Consultation
Serving Lorain Area
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Great Lakes Cpa's

Great Lakes Cpa's

(3)
Bookkeeping, Financial Statements, Tax Planning
“Whether I have needed their services for personal or business accounting services, they have been professional, efficient and responsive with every interaction.”
In Business Since 2011
Serving Lorain Area
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Wolf Tax and Accounting Services

Wolf Tax and Accounting Services

(7)
  • Integrity
  • Knowledge
  • Season
“I have been using Wolf tax service for many years, honest and fast service.”
35+ Years Experience
Serving Lorain Area
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Afia Wealth Management

Afia Wealth Management

(6)
  • Future
  • Questions
“Afia Wealth Management will work together to balance your financial life with your life goals.”
In Business Since 2021
Serving Lorain Area
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Paradigm Wealth Management

Paradigm Wealth Management

“Investors entered Q2 with uncertainty given the inflation outlook. After a rough start in April, stocks and bonds regained their footing. Global economic expansion continued […]”
In Business Since 2012
159 Crocker Park Blvd #100, Cleveland, OH
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Building Blocks Financial Planning

Building Blocks Financial Planning

(1)
Social Security and Medicare, Business Planning, Ecollegepro
“Honest and hard working”
In Business Since 2020
Serving Lorain Area
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Crescendo Finance

Crescendo Finance

(1)
Investments, Stock Broker, Retirement
“Great person”
In Business Since 2009
Serving Lorain Area
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Skolnik Retirement Solutions

Skolnik Retirement Solutions

(4)
  • Funeral
“Took care of ALL my financial needs, savings, trusts, annuities and pre planned funeral.”
In Business Since 2020
Serving Lorain Area
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Retirement Planning and Investment Management Services in Lorain, OH Cost Estimates

Minimum cost
$1084
Maximum cost
$9213
National Average
$3252
Avg Per Hour Rates
$326
$2168
$5962
Fair price range is based on 373 cost profiles
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Average Cost $3252
Minimum cost $1084
Maximum cost $9213
Avg Per Hour Rates $326

Fair range $2168 to $5962 is based on 373 cost profiles.

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