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63 Financial Planners near Marion, Ohio
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Charles P. Hahn

CFP®, ChFC

34.34 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Cetera Advisor Networks

108 N Main St, Rear Bldg
Mansfield, OH 44902
(419) 522-4333

Roger E. Southward

CFP®

49.68 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Southward Financial Services, LLC

5117 Sandcherry Dr
Groveport, OH 43125-9359
(614) 864-0759

Andrea N. Ellis

CFP®

Wealth Manager 43.98 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Marion, Ohio and the surrounding communities.

Pinnacle Advisors

131 Dillmont Dr, Ste 101
Columbus, OH 43235-5697
(800) 987-4767

Matthew E. Shaffer

MBA, CFP®

Co-Founder & CEO | Chief Investment Officer 31.86 Miles

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

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

Shaffer Capital

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

Candace L. DeLuca

M.S., CFP®, AAMS®

Founder, Managing Director 38.96 Miles

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

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

DeLuca Financial Strategies &Partners

3455 Mill Run Dr Ste 312
Hilliard, OH 43026
(614) 869-3002
CONNECT WITH Candace
  • facebook link
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Jason Eliason

CFP®, ChFC®, CFA®

Partner 39.57 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln., Ste 212
Columbus, OH 43221
(614) 457-7026

Katherine E. Kincaid

CFP®

Senior Planner 42.13 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

Erik Roemer

CFP®

35.74 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Marion, Ohio and the surrounding communities.

Gerber, LLC

580 N 4th St, Ste 400
Columbus, OH 43215-2153
(877) 850-4400
+1 More Number
(614) 431-4343

Scott E. Rendle

CFP®

42.13 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

Jason E. Farris

CFP®

Partner 39.57 Miles

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

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

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

James D. Atkinson

CFP®AIF®MPAS

Managing Director 37.36 Miles

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate...More

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

Columbus Capital

6530 W Campus Oval
New Albany, OH 43054
(614) 656-1230

Brian T. Houts

CFP®

Chief Planning Officer, Partner 34.06 Miles

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

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

Frazier Financial Advisors

Frazier Financial, 1690 W Lane Ave
Columbus, OH 43221-3922
(614) 793-8297

Isao L. Shoji

CFP®

Managing Partner 43.31 Miles

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

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

TSG Advice Partners

254 W Grubb St
Columbus, OH 43215
(614) 697-2750

Jimmy Rogers

CFP®, ChFC

34.15 Miles

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

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

PDS Planning, Inc.

475 Metro Pl S, Suite 460
Dublin, OH 43017
(614) 481-8449

Mark D. Beaver

CFP®

Senior Financial Advisor 34.19 Miles

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

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

Keeler & Nadler Family Wealth

565 Metro Place South, Suite 280
Dublin, OH 43017
(614) 791-4123
CONNECT WITH Mark
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Mark A. Fissel

CFP®

Partner 43.87 Miles

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

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

Beacon Hill Investment Advisory

6000 Venture Drive
Dublin, OH 43017
(614) 469-4685

W. Phil Ratcliff

AIF®,CFP®,ChFC®,CLU®

President 42.69 Miles

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

Fee Only Financial Advisor serving Marion, 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
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  • youtube link

Luke Salcone

CFP®

Financial Advisor 32.3 Miles

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

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

Summit Financial Strategies

5567 Whispering Ridge Dr
Galena, OH 43021-8050
(330) 554-3454

Jason Codrea

CFP®

34.66 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Codrea Financial Services

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

Jessica Hultberg

CFP®

Financial Advisor 34.19 Miles

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

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

Keeler & Nadler Family Wealth

565 Metro Place South, Suite 280
Dublin, OH 43017
(614) 791-4123

William D. Heichel

CFP®, JD

Planner 34.29 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Pinnacle Professional Marketing, LLC

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

Peggy M. Ruhlin

CFP®, CPA/PFS (Ret)

43.98 Miles

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

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

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

Allen J. Sykes

CFP®

34.29 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Pinnacle Wealth Planning Services, Inc.

6 W 3Rd St, ste 100
Mansfield, OH 44902
(419) 564-1162

Jessica McNamee

CFP®, CLU®

36.92 Miles

Specialties:

Financial Advisor serving Marion, Ohio and the surrounding communities.

LPL Finacial

132 S. Detroit St., PO Box 206
Bellefontaine, OH 43311
(614) 208-6562

David Rothstein

CFP®, CPWA®, BFA™

Private Wealth Advisor 43.34 Miles

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

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

Amberstone Wealth - Ameriprise Financial Services, LLC

530 W Spring St, STE 150
Columbus, OH 43215
(614) 621-2639
CONNECT WITH David
  • facebook link
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Nick Fisher

CFP®

Financial Advisor 32.61 Miles

Specialties:

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

Hamilton Capital

5025 Arlington Centre Blvd
Columbus, OH 43220
(614) 273-1000

Melody Brady

CFP®

Financial Planner 40.34 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Forefront

431 W Liberty St, #160
Medina, OH 44256
(614) 547-3707
CONNECT WITH Melody
  • linkedin link

Josh Gallogly

CFP®, EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER® 41.78 Miles

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

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

Milestones Financial, LLC

Appointments by videoconferencing
Columbus, OH 43212-3845
(614) 349-1095

Wendy Keeler

CFP®

Director of Wealth Planning 33.61 Miles

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

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

Tri-Oak Private Wealth Management

5747 Perimeter Dr, Ste 240
Dublin, OH 43017-3256
(614) 956-4190
CONNECT WITH Wendy
  • linkedin link

Tedra Pine

CFP®

Financial Advisor 40.09 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Baird

4215 Worth Ave., Suite 200
Columbus, OH 43219
(614) 629-6914
CONNECT WITH Tedra
  • linkedin link