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178 Financial Planners in Ohio
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Gerald Matthew Koler

CFP®

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

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

Koler Financial Group

6400 Pearl Rd
Parma Heights, OH 44130-2907
(440) 884-7042

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

Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

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

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

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
(888) 223-7242
+1 More Number
(513) 779-3777

Whitney T. Logan

CFP®, CLU, ChFC

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

Financial Advisor serving Ohio and the surrounding communities.

Logan Financial Group, LLC

3100 Tremont Rd, Ste 210
Columbus, OH 43221
(614) 442-0214

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

Neal G. Schulte

CPA PFS/CFP®

Principle

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

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

Schulte Financial Group, LLC

4755 Cornell Rd
Cincinnati, OH 45241
(800) 326-7610
+1 More Number
(513) 489-4995

Katherine E. Kincaid

CFP®

Senior Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

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

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

Sam L. Rinehart

CFP®, CLU

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc

10050 Innovation Drive, Ste 310
Miamisburg, OH 45342
(937) 312-8000

Jim Hyre

CFP®

Registered Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hyre Personal Wealth Advisors

980 elmwood Ave
Columbus, OH 43221
(614) 225-9400
CONNECT WITH Jim
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Kimberly E. Wirtz

CFP®

Certified Financial Planner Practitioner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

John E. Sestina & Company

16865 Rabbit Run Dr
Strongsville, OH 44136
+ 1 More Address

John E. Sestina & Company

16865 Rabbit Run Dr.
Strongsville, OH 44136
(614) 502-3356

David D. Wilder

CFP®, MST, CTFA, AIF

Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Carson Wealth

4665 Cornell Rd, Suite 160
CINCINNATI, OH 45227
(513) 984-6696

Adam T. Hill

CFP®

CEO/President

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

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

Maxwell Financial Management

6530 W Campus Oval, Ste 320
New Albany, OH 43054
(614) 431-4345

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 Services, LLC

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

Christopher O. Olsgard

CFP®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

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

Marc Servodio

CFP® AIF®

Financial Advisor / Founder

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

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

Vita Advisors, LLC

123 South Miller Road, Suite 100
Fairlawn, OH 44333
(330) 223-3654

Steven J. Shadeed

MBA, CFP®

Financial Advisor

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

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

Shadeed Wealth Strategies

5025 Arligton Centre Blvd, Suite 240
Columbus, OH 43220
(614) 459-9170

James D. Atkinson

CFP®AIF®MPAS

Managing Director

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

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

Columbus Capital

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

Gary Vawter

CFP®, ChFC®

Owner/President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Vawter Financial, Ltd.

1161 Bethel Rd, Ste 304
Columbus, OH 43220
(614) 451-1002
CONNECT WITH Gary
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Michael Jarrold-Grapes

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

Fred J. Minich

CFP®, AAMS

Financial Advisor

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Edward Jones

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

Allen J. Sykes

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Wealth Planning Services, Inc.

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

William I. Russo

CFP®

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.

Securus Financial Strategies

30195 Chagrin Blvd, Ste 360
Pepper Pike, OH 44124
(216) 370-7887

Monica L. Dwyer

CFP®, CDFA®

SVP, Wealth Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Harvest Financial Advisors

8840 Cincinnati-Dayton Rd
West Chester, OH 45069
(800) 360-0329
+1 More Number
(513) 779-3030
CONNECT WITH Monica
  • linkedin link

Chad Baxter

CFP®, ChFC®, AWMA®

Advanced Planning Specialist

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Credent Wealth Management

4555 Lake Forest Dr, Ste 160
Blue Ash, OH 45242
(513) 381-0001
CONNECT WITH Chad
  • linkedin link

Mike Kelly

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Kelly Financial Planning

9435 Waterstone Boulevard, Suite 140
Cincinnati, OH 45249
(513) 379-2527
CONNECT WITH Mike
  • facebook link
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  • youtube link

David Alan Wiedmeyer, Jr.

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

KLD Wealth Management LLC

706 Deerfield Rd
Lebanon, OH 45036
(937) 404-5180
CONNECT WITH David
  • facebook link
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Tyler M. Colton

CPA/PFS, CFP®

Sr. Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

MAI Capital Management

6050 Oak Tree Blvd, 5th floor
Independence, Ohio 44131
(216) 484-4736
CONNECT WITH Tyler
  • linkedin link

Josh Gallogly

CFP®, EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Milestones Financial, LLC

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

David M. Yormick

CFP®

Financial Planner

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

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

Bison Wealth Management, LLC

5010 Mayfield Road, Ste 201
Lyndhurst, OH 44124
(216) 270-4425
CONNECT WITH David
  • linkedin link