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Gerst Tax & Financial Services
“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 .”
Best Financial Advisors near Lorain, OH
There are no firms listed in Lorain itself yet; the 24 below are the closest options, from towns including Westlake (9, 13 mi), North Olmsted (5, 14 mi) and Elyria (3, 6 mi).
Data verified October 21, 2026
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Kuper Hilton & Kaminski
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Halo Wealth Management
“Excellent service very reasonable cost”
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Szarka Financial
- 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.”
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Darrenmorgan Asset Management
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JL Smith | Holistic Wealth Management
- Financial Services
- Parents
- Tax
“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...”
The 24 firms listed for Lorain, 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: Lorain, OH
20 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 281 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (73%) and quality (69%). The services the firms on this page list most often on their websites are investments (3), tax planning (3), financial planning (2), retirement (2) and risk management (2). 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 81 years. 2 offer payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 6 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 Lorain take financial planning bookings online?
6 of the 24 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.
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Silverstone Tax & Wealth Management
- Service
- Questions
- Reviews
“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.”
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Gary M Gilbert and Associates
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W. A. Smith Financial Group
- 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”
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Landing Point Financial Group
- 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.”
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Elios Financial Group
- Team
- Retirement
- Advisor
“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.”
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Lorain County Tax Services
“I've dealt with George and Diane for over 30 years..”
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Costin + Kendall, Cpas
“I can't think of any other professional that has been as supportive, knowledgeable, and personally interested in my success.”
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Jeff Zemito – Lakeview Wealth Management
- 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.”
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Aspire Investment Management
“In the day of "set it and forget it" advisors one can really appreciate the hands on approach of Aspire Investment Management.”
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Cornerstone Wealth Management
“We appreciate that they have professionals available with financial, legal, and healthcare backgrounds to support the whole process of financial management and retirement.”
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Paradigm Wealth Management
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Afia Wealth Management
- Future
- Questions
“Afia Wealth Management will work together to balance your financial life with your life goals.”
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Building Blocks Financial Planning
“Honest and hard working”
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Crescendo Finance
“Great person”
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Kinetic Wealth - LPL Financial
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Skolnik Retirement Solutions
- Funeral
“Took care of ALL my financial needs, savings, trusts, annuities and pre planned funeral.”
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Financial Guidance Group
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Lesjak Planning
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
Why these companies made our list
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