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197 Financial Planners in Ohio
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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

David M. Dalton

CFP®, JD, MBA

Financial Planner

Specialties: Asset Allocation, Estate Planning, Retirement, Long-term Care

Financial Advisor serving Ohio and the surrounding communities.

Dalton Wealth Management

7237 Cinicinnati Dayton Rd, Ste 203
West Chester, OH 45069
(513) 644-2572

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

Richard A. Fein

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Fein Advisors

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

Ellis D. Hummel

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Bahl & Gaynor Investment Counsel

255 E 5th St, Ste 2700
Cincinnati, OH 45202
(513) 618-4041

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
+1 More Number
(330) 562-2122

Kenneth J. Paull

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group, LLC

2000 Auburn Dr, Ste 350
Beachwood, OH 44122
(216) 831-4900

Scott R. Kidwell

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Corient

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

Mary A. Davenport-Yant

CFP®, ChFC®, CLU®,

CERTIFIED FINANCIAL PLANNER practitioner

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Mary Davenport-Yant

1234 Ridgewood Dr., Suite B
Bowling Green, OH 43402
(877) 354-6179
+1 More Number
(419) 354-6179

Kevin M. Doll

MS, CFP®

Wealth Manager

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

PDS Planning, Inc.

475 Metro Place South, Suite 460
Dublin, OH 43017
(614) 481-8449
CONNECT WITH Kevin
  • linkedin link

Kenneth S. Donaldson

CFP®, CTFA

Senior Portfolio Manager

Specialties: Budget & Debt Management, Banking, Asset Allocation, Investment Management, Employee...More

Financial Advisor serving Ohio and the surrounding communities.

US Bank

425 Walnut Street, CN-OH-W6CT
Cincinnati, OH 45202
(513) 632-2460

Carol A. Hoffman

MBA, CFP®

Managing Director

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

The Mather Group

11300 Alliance Road, Suite 460
Cincinnati, OH 45242
(513) 469-8400

Pamela Sandy

CFP®

Founder, CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

CONFIANCE, LLC

600 Superior Ave E, Ste 1300
Cleveland, OH 44114
(866) 987-8781
+1 More Number
(866) 987-8781

Kristen E. Moosmiller

CFP®

Founder, Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

NorthAvenue LLC

4400 North High St, Ste 201
Columbus, OH 43214
(614) 210-3948 ext. 101

Garry P. Kohn

CFP®

President/Owner

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

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

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069
(513) 563-3508
CONNECT WITH Garry
  • linkedin link

Marissa G. Beyer

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

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

Fidato Wealth

7530 Lucerne Drive, Suite 400
Middleburg Heights, OH 44130
(440) 732-2498

David H. Warner

CPA CFP®. EA, NSSA

Member

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.

Warner Financial Group LLC

PO Box 190
Dalton, OH 44618
(330) 466-4813

W. Phil Ratcliff

AIF®,CFP®,ChFC®,CLU®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

rebel Financial

5940 Clyde Moore Dr
Groveport, OH 43125
(877) 54-rebel
+1 More Number
(614) 441-9605
CONNECT WITH W. Phil
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Michael Purtill

CFP®

Investment Adviser

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Purtill Financial LLC

22 Alpha Park
Highland Heights, OH 44143
(855) 849-5010
+1 More Number
(440) 484-5340

Jason Codrea

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Codrea Financial Services

141 West Schrock Road
Westerville, OH 43081
(614) 452-8185

Laura Davitt

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

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

Niehaus Financial Services LLC

5600 Harrison Ave
Cincinnati, OH 45248
513.471.9600

David W. Demming, Sr.

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.

Demming Financial Services Corp.

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

Peggy M. Ruhlin

CFP®, CPA/PFS (Ret)

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

1801 Watermark Dr, Ste 300
Columbus, OH 43215-7088
(800) 481-6910
+1 More Number
(614) 397-5713

Ryan E. Mills

CFP®, CRPS®, MBA

President, GIG

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

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

The Granville Investment Group, LLC

124 South Pearl St
Granville, OH 43023
(740) 587-3975
+1 More Number
(740) 587-3975
CONNECT WITH Ryan
  • facebook link
  • twitter link
  • linkedin link

Daniel M. Amiot, II

CFP®, AIFA®

Financial Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Advance Capital Management Inc

5005 Rockside Rd, Suite #860
Independence, OH 44131
(800) 457-4304
+1 More Number
216.520.1437

Jason Ramage

CFP®

Financial Advisor/Paraplanner

Specialties:

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

TouchPoint Wealth Partners

4605 E Galbraith Rd, Ste 200
Cincinnati, OH 45236-2888
(513) 898-9100

Dennis O. Linn

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

480 W Dussel Dr, Ste 145
Maumee, OH 43537-1416

Stanley Oda

CFP®™, RICP™

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

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

ODA & Company, Inc.

Oda & Co., Inc., 416 W Liberty St
MEDINA, OH 44256
(877) 782-6632
+1 More Number
(330) 725-8911
CONNECT WITH Stanley
  • linkedin link

Christina Povenmire

CFP®, MBA

Sr. Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

rebel Financial

5940 Clyde Moore Dr
Groveport, OH 43125
(888) 487-1099
+1 More Number
(614) 487-1244

Marc R. Jewell

CLU, CFP®

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

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

Jewell Financial Services

7017 Corporate Way
Centerville, OH 45459-4238
(877) 434-3699
+1 More Number
(937) 434-3699