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Robert Rolland

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.

Rolland Advisory Solutions

50 S Liberty St, Ste 162
Powell, OH 43065
(614) 789-1891

William D. Heichel

CFP®, JD

Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Professional Marketing, LLC

6 W 3rd St, Ste 100
Mansfield, OH 44902
(419) 526-5226

Max T. Larsen

MBA, CPA, CFP®, CIMA

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

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

Future Finances, Inc.

100 Northwoods Blvd, Ste B
Columbus, OH 43235
(614) 888-7526

Barry Jamieson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management, Long...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

CMP Financial Planning

69 Highmeadows Circle
Powell, OH 43065
(740) 815-3969

Robert A. Valente

CFP®, AEP

Vice Chairman

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group

3855 Tradewinds Circle
Pepper Pike, OH 44124
(866) 831-4900
(216) 591-2240

Jill R. Powers

CFP®

Managing Partner

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

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

Trilogy Wealth Advisors

516 E. High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001
CONNECT WITH Jill
  • facebook link

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.

4427 TALMADGE RD
TOLEDO, OH 43623
(419) 725-7307

Gary Howard

CFP®, CPA

CPA, CFP

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

Financial Advisor serving Ohio and the surrounding communities.

Howard Financial Services

8240 Beckett Park Dr., Suite D
West Chester, OH 45069
(513) 218-9446

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

Charlene C. Kott

CFP®

Secretary/Treasurer

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

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

Asset Management/RJFS

124 County Line Rd W, Ste B
Westerville, OH 43082
(877) 262-0110
(614) 895-2990

Stephen B. Hess

CFP®

Managing Partner

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

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

Trilogy Wealth Advisors

516 E High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001

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

Matthew E. Shaffer

MBA, CFP®

Founder & Chief Executive Officer | Chief Investment Officer

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

Tracey M. Danison

CFP®

Vice President

Specialties: Attending College, Investment Management, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Danison & Associates, Inc.

2152 Tremont Center
Columbus, OH 43221
(614) 487-6040

Robert Hyneman

CFP®

Sr. District Vice President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

Financial Advisor serving Ohio and the surrounding communities.

AIG VALIC

34804 n legends way
grafton, OH 44044
(216) 643-6374

Richard A. Fein

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Fein Advisors

6210 Cedar Crossing Ln
Cincinnati, OH 45230
(513) 231-4268

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

Erik Roemer

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Gerber, LLC

121 E. Nationwide Blvd
Columbus, OH 43215
(877) 850-4400
(614) 431-4343

Michael A. Niederst

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Key Private Bank

166 Crocker Park Blvd
Westlake, OH 44145
(440) 788-4454

Michael D. Andrews

CFP®, CPA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Andrews Advisors

1549 Boettler Road, Suite C
Green, OH 44685
(330) 644-9000

Matthew J. Stewart

CFP®, ChFC®

President/Wealth Advisor

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

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

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015
(614) 954-1154
CONNECT WITH Matthew
  • facebook link
  • twitter link
  • linkedin link

James D. Lechko

CFP®

CFP

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.

FFL Investment Services

1640 Snow Road
Parma, OH 44134-2719
(800) 966-7300 x5625
(216) 529-5625

Todd A. Wynn

CFP®, ChFC, CLU

Partner

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

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

Americap LLP

4807 Rockside Rd, Ste 400
Independence, OH 44131
(216) 642-8212

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

Thomas P. Shortreed

MBA, CFP®, CRPC, BFA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Mutual...More

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

Ameriprise Financial

3378 State Route 5
Cortland, OH 44410
(330) 638-5525

William T. Wagoner

CFP®, CLU, ChFC

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

5954 Renaissance Pl, Ste D
Toledo, OH 43623
(419) 842-8488

Timothy A. Grout

CFP®, MBA

Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Clear Perspectives Financial Planning

9545 Kenwood Rd, Ste 200
Cincinnati, OH 45242
(513) 469-8400

Daniel Roe

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215
(614) 481-6900

Jeremy D. DiTullio

CFP®, AWMA®, CRPC®

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

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

Cleveland Financial Group

2001 Crocker Rd, Suite 400
Westlake, OH 44145
(440) 617-6676

Robert J. Grossheim

CFP®

Owner/Lead Adviser

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Family Wealth Advisory Group

7359 E Kemper Rd, Ste A, Ste A
Cincinnati, OH 45249
(513) 469-8100