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Neal E. Watson

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.

Fleming Watson Financial Adviosrs, LLC

PO Box 2160, 512 3rd St.
Marietta, OH 45750
(740) 373-4877

James J. Hoskins

CFP®

Retired

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

7359 E Kemper Rd, Ste A
Cincinnati, OH 45249-1674
(513) 469-5542

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

Jeffrey D. Smith

CFP®

Wealth Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Mercer Advisors

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

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

Roger E. Southward

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Southward Financial Services, LLC

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

Chris White

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

1 Swallowfield
Terrace Park, OH 45174
(866) 618-2651 x25550
(513) 265-8100

Jeffrey E. Suchy

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Corient

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

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

Stephen P. King

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Wealthquest Corporation

50 E Business Way, Ste 120
Cincinnati, OH 45241
(513) 530-9700

Everard B. Corcoran

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Corcoran Financial Planning

7441 Center St
Mentor, OH 44060-5803
(888) 434-0027
(440) 534-1875

Kara Downing

CFP®

Co-Founder & Senior 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.

Endeavor Wealth Advisors

29525 Chagrin Blvd, Ste 300
Beachwood, OH 44122-4601
(216) 373-0808
CONNECT WITH Kara
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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

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
(866) 987-8781

Anthony Pallotta

CFP®, CPA

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

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

GPS Financial Group, LLC

37307 Harvest Ave
Avon, OH 44011-2803
(440) 934-7004

Austin J. Linden, III

CFP®, ChFC, CLU

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

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

Financial Management Strategies, Inc.

9200 South Hills Blvd, Suite 310
Broadview Hts., OH 44147
(330) 659-2949

John R. Deitrick

CFP®

Chief Vision Officer

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

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

Advanced Retirement Design, LLC.

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

Walter R. Wilson, Jr.

CFP®

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

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

Waddell & Reed, Inc.

8050 Beckett Center Drive, Suite 303
West Chester, OH 45069
(513) 253-0780

Joseph S. Messinger

CFP®, ChFC, CLU

Partner & Director of College Planning

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Capstone Wealth Partners, Ltd.

6037 Frantz Road, Ste 104
Dublin, OH 43017
(614) 754-7805
CONNECT WITH Joseph
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Isaiah Stidham

CPA, CFP®, CEPA

Partner, Wealth Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

CI Budros Ruhlin Roe

1801 Watermark Dr, Ste 300
Columbus, OH 43215
(614) 481-6900
CONNECT WITH Isaiah
  • twitter link
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Doug Kinsey

CFP®, AIFA®, CIMA®

Partner

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.

Artifex Financial Group

2305 Far Hills Ave, Ste 206
Dayton, OH 45419
(855) 752-6644

Jeffrey R. Foster

CFP®

Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

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

Retirement Strategies, Ltd.

5060 Parkcenter Ave, Suite A
Dublin, OH 43017
(614) 799-8668

David A. Smith

CFP® MSFS AIF®

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

Financial Advisor serving Ohio and the surrounding communities.

Smith, Moses & Cozad, LLC.

2149 N Fairfield Rd
Beavercreek, OH 45431
(888) 291-9992
(937) 431-8010

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

Nick Fisher

CFP®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital

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

Kimberly Ann Spisak

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

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

1991 Crocker Road Ste. 400
Westlake, OH 44145
(440) 925-3042

Jake Smail

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

13 New Hudson Road
Aurora, OH 44202
(330) 562-2122
CONNECT WITH Jake
  • linkedin link

Colin James Hurst

CFP®

Financial Advisor

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

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

Victor Gray Financial Services

8170 Corporate Park Dr, Ste 220
Cincinnati, OH 45242-3318
(513) 984-5999

Nick Marino

CFP®, ChFC, EA

CEO

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Breakaway Wealth Planning

Remote
Westerville, OH 43081-4083
(937) 668-5245
CONNECT WITH Nick
  • linkedin link

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
(330) 725-8911
CONNECT WITH Stanley
  • linkedin link