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4 Financial Planners in Westerville, Ohio
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Jeffrey D. Smith

CFP®

Wealth Advisor 11.84 Miles

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

Financial Advisor serving Westerville, Ohio and the surrounding communities.

Mercer Advisors

600 North Cleveland Avenue, Suite 140, Suite 140
Westerville, OH 43082
(614) 738-0629

Matthew E. Shaffer

MBA, CFP®

Founder & CEO | Chief Investment Officer 1.81 Miles

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

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

Shaffer Capital

550 Polaris Pkwy, Ste 130
Westerville, OH 43082
(877) 891-1213
+1 More Number
(614) 891-1700

Jason Codrea

CFP®

1.13 Miles

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

Financial Advisor serving Westerville, Ohio and the surrounding communities.

Codrea Financial Services

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

Nick Marino

CFP®, ChFC, EA

CEO 3.85 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Westerville, Ohio and the surrounding communities.

Breakaway Wealth Planning

Remote
Westerville, OH 43081-4083
(937) 668-5245
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