Best Financial Advisors in Marion, OH

The highest-rated Financial Planning & Wealth Management companies out of 166 vetted & reviewed in the Marion area.

Radebaugh & Co

Radebaugh & Co

(2)
Industries, Tax Services, Business Services
“Personal service at a reasonable price!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1992
225 S State St, Marion, OH
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Alluvial Private Wealth

Alluvial Private Wealth

(19)
  • Goal
  • Know
  • Decision
“Although they have only been managing our portfolio for a short amount of time, I have grown to understand why my parents have trusted Alluvial and their investing strategies.”
In Business Since 2020
107 N Main St #202, Marion, OH
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CAG Solutions

CAG Solutions

(2)
Tax Services, Business Advisory, Financial Planning
“Great personality”
In Business Since 2020
Serving Marion Area
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Spreng Capital

Spreng Capital

(1)
“Tom's amazing!!”
In Business Since 2009
Serving Marion Area
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Kilgore, Herring & Associates

Kilgore, Herring & Associates

(5)
Services For Quickbooks, Tax Services, Industries
“Nice place and nice people”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2000
Serving Marion Area
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Bahan Law

Bahan Law

(1)
“Helped me and gave great advice!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2014
Serving Marion Area
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Daniel Accounting

Daniel Accounting

(1)
Bookkeeping, Tax Return, Tax Planning
“He's a pleasure to work with and is always happy help with any questions you may have.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2013
Serving Marion Area
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Cast Accounting

Cast Accounting

(7)
  • Team
  • Tax
“I have cycled through a handful of accountants in my entreprenurial journey, and never have I recieved such thoughtful, educated, and personalized advice.”
In Business Since 2021
Serving Marion Area
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Haller Wealth Management Group

Haller Wealth Management Group

Investment Advisor, 401k Advisor, Retirement Planning
“Best Financial Services in Delaware OH hands down.”
Licensed, BBB Rating: A+
In Business Since 1996
Serving Marion Area
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McCarthy and Cox Retirement and Estate Specialists

McCarthy and Cox Retirement and Estate Specialists

(2)
Estate Planning, Retirement Planning, Insurance Auditing
“They spent hours with me before I even decided to utilize their services.”
In Business Since 2006
Serving Marion Area
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System Synergy Consulting

System Synergy Consulting

Data Interfaces, Application Integrations, Implementations
“System Synergy Consulting specializes in analyzing information technology systems with the promise of optimizing your company's processes. Over time, many firms acquire multiple software packages that have not been integrated, or discover that their ...”
In Business Since 2014
Serving Marion Area
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Family Financial of Central Ohio

Family Financial of Central Ohio

“Greg has been involved in the Financial services business since 1997 and his work history shows employment at firms like John Hancock, Edward Jones and JP Morgan Chase Bank. After 5-years at JP Morgan Chase, he opened his own investment advisory busi...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2013
Serving Marion Area
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Evergreen Finance Coach

Evergreen Finance Coach

(6)
“As a fellow coach, I see how she works with her clients to guide them and truly has a heart for working with them to attain the financial freedom they desire.”
In Business Since 2017
Serving Marion Area
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Money Concepts Sunbury

Money Concepts Sunbury

(3)
  • Retirement
“He steered us through years of planning for retirement and helped us facilitate it when my husband spur of the moment decided the next week was his last day.”
In Business Since 1995
Serving Marion Area
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ARC Private Wealth

ARC Private Wealth

(1)
“Been a client for coming up on a year and have 0 complaints!”
Serving Marion Area
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Cutrupi Associates Financial Group

Cutrupi Associates Financial Group

“Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.”
Accepts All Major Credit Cards
In Business Since 2010
Serving Marion Area
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Walter and Company

Walter and Company

“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 provide you with the highest level of service.”
In Business Since 2007
Serving Marion Area
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Milholland & Mitchell Financial Group

Milholland & Mitchell Financial Group

“Offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. [Milholland & Mitchell Financial Group] is not a registered broker/dealer”
In Business Since 2024
Serving Marion Area
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Northpoint Financial Planning

Northpoint Financial Planning

Wealth Management, Financial Planning, Investments
“Since the journey began in 2008, NorthPoint has provided exclusive, personal, and accessible financial advice to successful families, professionals, and retirees, enhancing their time and resources for more security in life.”
In Business Since 2008
Serving Marion Area
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Carrier Retirement Group

Carrier Retirement Group

Wealth Transfer, Life Insurance, Long-Term Care
“Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the effects can be unsettling. One thing is certain; the future will come, regardless of whether we are financially ready...”
In Business Since 2014
Serving Marion Area
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Baker Financial Group

Baker Financial Group

Services, Products
“Steven Baker, Chad Baker, and Martin Stansbery are collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CT, FL, KY, MI, OH, PA, TX and ...”
In Business Since 2015
Serving Marion Area
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DPG Senior Signature Solutions & Grimes Financial Group

DPG Senior Signature Solutions & Grimes Financial Group

(50)
Medicare, Life Insurance, Wealth Management
“I went to an informational dinner and talk given by Dustin a year ago to learn about financial options available to me to be better prepared for my retirement in the next 4 or 5 years.”
Licensed, BBB Accredited
In Business Since 2016
445 Hutchinson Ave Suite 950, Columbus, OH
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Safe Harbor Retirement Group - Dublin

Safe Harbor Retirement Group - Dublin

(41)
Income Planning, Long-Term Care, Social Security
“Safe Harbor Retirement Group / Cory Sickles is a pleasure to work with and has been a great help with our retirement plans and always makes time to reply to our questions.”
Licensed, BBB Rating: A+
In Business Since 1982
Serving Marion Area
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Debthelp

Debthelp

(50)
  • Credit
  • Pay
  • Understanding
“This review is for Nicole I'm so glad that I got with you guys and you guys are doing a wonderful job with try to get my credit back up to date where I used to be and I would recommend this to anybody that needed help your friend Chris speta”
In Business Since 2004
1103 Schrock Rd #106, Columbus, OH
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Retirement Planning and Investment Management Services in Marion, OH Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 414 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 414 cost profiles.

Why these companies made our list

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