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Stephen H. Perrin, Sr.

CFP®

President

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Ohio and the surrounding communities.

Co-ordinated Financial Plng.

4555 Lake Forest Dr, Ste 560
Cincinnati, OH 45242
(513) 769-3131

Howard A. Slater

CFP®, MBA, ChFC, CLU

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Ohio and the surrounding communities.

Cedar Brook Financial Partners

5885 Landerbrook Dr, Ste 200
Cleveland, OH 44124

Kimberly E. Wirtz

CFP®

Certified Financial Planner Practitioner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

John E. Sestina & Company

16865 Rabbit Run Dr
Strongsville, OH 44136

John E. Sestina & Company

16865 Rabbit Run Dr.
Strongsville, OH 44136
(440) 238-9520

Neil R. Waxman

CFP®, AEP®

Managing Director

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Capitial Advisors, LTD.

20600 Chagrin Blvd, Suite 1115
Shaker Heights, OH 44122
(888) 285-7908
(216) 295-7900

Stephen P. King

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Wealthquest Corporation

50 E Business Way, Ste 120
Cincinnati, OH 45241
(513) 530-9700

John P. Rossignol

CFP®

Executive Vice President

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management,...More

Financial Advisor serving Ohio and the surrounding communities.

The Granville Investment Group, Inc.

1911 Newark Granville Rd
Granville, OH 43023
(800) 799-7978
(740) 587-3975

Carina S. Diamond

CFP®, AIF®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Springside Partners

275 Springside Dr, Ste 250
Akron, OH 44333
(330) 598-2208

Tracy Green

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

MMI

38 Fountain Square Plaza
Cincinnati, OH 45202
(513) 232-2844

Joseph J. Hoff

ChFC,CLU®,CRPC®,CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Hoff, Bujnoch & Assocs

8044 Montgomery Road, Ste 450E
Cincinnati, OH 45236
(513) 745-7093

Jamie M. Powell

CFP®

Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Capital Advisory Services, LLC

8240 Beckett Park Dr, Ste B
West Chester, OH 45069

Capital Advisory Services, LLC

211 S. Walnut Street
Van Wert, OH 45891
(800) 891-6458
(513) 942-7000

Meghan Mader

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial

2875 W. Dublin Granville Rd
Columbus, OH 43235
(614) 799-2900

John B. Dexter

CFP®

Senior Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Ohio and the surrounding communities.

Trinity Wealth Management

8901 Saxton Dr
West Chester, OH 45069
(513) 779-8224

Seth Priestle

CFP®, MBA

Sr. Retirement Plan Consultant

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pension Corp of America

2133 Luray Ave.
Cincinnati, OH 45206

Pension Corp of America

6299 Hedgerow Dr
West Chester, OH 45069
(513) 719-4184

Russell A. Karban

ChFC®, CFP®, AIF®

Vice President & Managing Executive

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Savage & Associates, Inc.

4427 Talmadge Rd
Toledo, OH 43623-3523
(419) 725-7307

Matthew E. Shaffer

MBA, CFP®

Founder & Chief Executive Officer | Chief Investment Officer

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Shaffer Capital

550 Polaris Pkwy, Ste 130
Westerville, OH 43082
(877) 891-1213
(614) 891-1700

Michael E. Sabelli

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Michael E. Sabelli & Associates

918 Trailwood Dr, Ste 2
Boardman, OH 44512-5007
(330) 726-2827

Larry D. Larrison

CFP®

First Vice President - Investments

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

The Arlington Group Investment Counsulting LLC

1650 Lake Shore Dr, Ste 250
Columbus, OH 43204
(614) 388-9869

David W. Demming, Jr.

CFP®

Vice President & CIO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Demming Financial Services Corp

13 New Hudson Rd
Aurora, OH 44202
(877) 841-2122
(330) 562-2122

Mark S. Coffey

JD, CFP®

Partner/Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

7965 North High Street, Suite 350
Columbus, OH 43235
(614) 885-1115

Karen L. Jeske

CFP®, CPA

Financial Consultant

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Thrivent Financial

46 E Mohawk Dr, Ste 100
Malvern, OH 44644-9554
(330) 863-4225

Steven P. McCann

CFP®

Director of Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Hudson Financial Advisors

10034 Wellman Rd.
Streetsboro, OH 44241
(330) 342-1157

Janice M. Cackowski

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Providence Wealth Partners

1154 Linda Street #200
Rocky River, OH 44116
(440) 703-6040
CONNECT WITH Janice
  • facebook link
  • twitter link
  • linkedin link

Larry R. Zapp

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Larry R. Zapp & Associates, Inc

106 Short St, Suite 103
Gahanna, OH 43230
(614) 478-0500

Molly Bernet Balunek

CFP®

Founder/President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Laurel Tree Advisors, LLC

29525 Chagrin Blvd, Ste 300
Cleveland, OH 44122
(216) 373-0808
CONNECT WITH Molly
  • facebook link
  • linkedin link

Tom C B Davison

CFP®

Partner Emeritus

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

1064 Baumock Burn Dr
Columbus, OH 43235

David R. Kirkey

CFP®, CPA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Kirkey & Company Financial Advisors, Inc.

5207 Norwich St
Hilliard, OH 43026
(614) 777-5007

Gregory P. Fasig

CFA, CFP®

Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Aspiriant

201 E. 5th St., Ste 1430
Cincinnati, OH 45202
(513) 824-3100
CONNECT WITH Gregory
  • facebook link
  • linkedin link

John Kopeck

CFP®

Financial Advisor, Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

5905 E Galbraith Rd, Suite 4200
Cincinnati, OH 45236
(513) 984-9700
CONNECT WITH John
  • facebook link
  • linkedin link
  • youtube link

Ellen Dorle

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Dorle Financial

7957 Olentangy River Rd
Columbus, OH 43235
(800) 510-9936
(614) 880-0064

Mark D. Aldridge

CFP®, CFA, ChFC

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Aldridge Financial Consultants, LLC

5890 Sawmill Road, Suite 130
Dublin, OH 43017
(877) 369-4046
(614) 824-3080