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76 Financial Planners near Marion, Ohio
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Richard J. Martin

CFP®

32.61 Miles

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Marion, Ohio and the surrounding communities.

Bluestone Wealth Partners

7650 Rivers Edge Dr
Columbus, OH 43235
(614) 431-4342

Jeffrey D. Smith

CFP®

Wealth Advisor 43.72 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Mercer Advisors

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

Daniel L. Due

CFP®, CAP®,

Partner, Director of Financial Planning, Wealth Advisor 42.74 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.

Corient

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

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

Herbert J. Kahn

CFP®

Registered Investment Advisor 38.28 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Kahn Financial Advisors LLC

2771 Lakinhurst Dr
Columbus, OH 43220
(614) 451-9251

Candace L. DeLuca

M.S., CFP®, AAMS®

Wealth Management Advisor 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 Services, LLC

3455 Mill Run Dr Ste 312
Hilliard, OH 43026
(614) 869-3002
CONNECT WITH Candace
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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

Kevin M. Doll

MS, CFP®

Wealth Manager 34.15 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.

PDS Planning, Inc.

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

Jim Hyre

CFP®

Registered Principal 40.86 Miles

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

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

Hyre Personal Wealth Advisors

2074 Arlington Ave
Columbus, OH 43221
(614) 225-9400
CONNECT WITH Jim
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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

Daniel Roe

CFP®

42.74 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Corient

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

Kristen E. Moosmiller

CFP®

Founder, Managing Partner 37.47 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.

NorthAvenue LLC

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

John R. Deitrick

CFP®

Chief Vision Officer 32.74 Miles

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

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

Advanced Retirement Design, LLC.

7263 Sawmill Rd, Suite 150
Dublin, OH 43016
(866) 319-6902
+1 More Number
(614) 602-6506

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

Isao L. Shoji

CFP®, CLTC

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

349 W. Nationwide Blvd.
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

David Hoskins

CFP®

VP & Trust Officer 43.21 Miles

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

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

Civista Wealth Management

5065 E US Highway 36
Urbana, OH 43078
(937) 355-0003

Thomas Seay Kluttz, III

CFP®

Senior Portfolio Manager 31.68 Miles

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

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

Huntington Private Bank

8889 Pelican Bay Blvd, Suite 100
Naples, FL 34108
(239) 260-6057

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

Fred J. Minich

CFP®, AAMS

Financial Advisor 39.45 Miles

Specialties:

Financial Advisor serving Marion, Ohio and the surrounding communities.

Edward Jones

1840 Zollinger Rd
Columbus, OH 43221-2850
(888) 451-6355
+1 More Number
(614) 451-6004

Jennifer S. Henderson

MBA, CFP®

Chief Executive Officer 34.29 Miles

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

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

Pinnacle Wealth Planning Services, Inc

6 West Third Street, Suite 100
Mansfield, OH 44902
(419) 526-5226
CONNECT WITH Jennifer
  • facebook link
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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

Kevin R. Clark

CFP®, CIMA®, EA

Financial Advisor 33.42 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.

Ameriprise Financial

250 West Old Wilson Bridge Road, Suite 150
Columbus, OH 43085
(614) 396-4043
CONNECT WITH Kevin
  • facebook link
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Jamie T. Stone

CFP®, ChFC®

Chief Planning Officer 43.72 Miles

Specialties:

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

325 Augusta Street
Greenville, SC 29601
(864) 527-5920

Ryan E. Mills

CFP®, CRPS®, MBA

President, GIG 48.38 Miles

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

Commission and Fee Financial Advisor serving Marion, 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
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Larry R. Zapp

CFP®

President 41.41 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.

Larry R. Zapp & Associates, Inc

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

Josh Gallogly

CFP®, EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER™ 42.37 Miles

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

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

Milestones Financial, LLC

970 Northwest Blvd
Columbus, OH 43212-3845
(614) 349-1095

Dean Schuler

CFP®

30.06 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Schuler Wealth Planning

8333 Green Meadows Dr N, Ste B
Lewis Center, OH 43035-8497
(614) 454-1768

Christina Povenmire

CFP®, MBA

Sr. Financial Planner 36.48 Miles

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

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

rebel Financial

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

Debbie Price

J.D., CPA, CFP®

Managing Member 28.65 Miles

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

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

Price Planning, LLC

1450 Carriage Road
Powell, OH 43065
(614) 848-3860