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Find Retirement Planners for Retirement Planning in Ohio

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Ohio, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Ohio

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614-419-1503

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

Tim Hamilton

FinancialFamilies

2828 Carroll-Southern Road NW

Carroll, OH 43112

614-406-7141

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

Brad Johnson - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1691

Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

The McLaughlin Wealth Management Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4414

Chris Gnandt - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

Bush & Associates - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

Craig Sutherland - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

The Land Financial Group - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-464-3900

Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

Edward Jones - Financial Advisor: Jake Bruns, AAMS"

30 S Main St

Minster, OH 45865
567-603-0001

2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

James Stefanoff - Ameriprise Financial Services, LLC

8801 N Main St
Ste 101

Dayton, OH 45415
937-240-0874

Edward Jones - Financial Advisor: Jennifer K Twiddy, AAMS"

4416 Whipple Ave NW

Canton, OH 44718
330-493-0088

The Misquitta Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

Christian T Hammer-Huber - Ameriprise Financial Services, LLC

17550 Parkside Dr

North Royalton, OH 44133
440-877-9717

Anthony Lapinto Jr - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
937-610-9388

Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
419-794-7766

Be Well Health & Wealth Advisors

12955 Cleveland Avenue NW

Uniontown, OH 44685
330-699-2223

Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
614-917-1040

A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

Jeff Vannatta - Ameriprise Financial Services, LLC

4003 Rhodes Ave

New Boston, OH 45662
740-456-8297

Castle Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1006

David Satterwhite - Ameriprise Financial Services, Inc.

621 Wooster Pike
Ste 6

Terrace Park, OH 45174
513-239-5206

Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
513-795-8070

Edward Jones - Financial Advisor: Larry Dean, AAMS"

22051 W State Rte 51

Genoa, OH 43430
419-855-0096

David F Whitesmith - Ameriprise Financial Services, LLC

1512 W Church St

Newark, OH 43055
740-349-3878

Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
330-342-4080

Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

Abel Financial Strategies

3130 Winding Woods Drive

Powell, OH 43065
614-499-1201

American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
330-702-1560

Walter Goggans - Ameriprise Financial Services, LLC

2 Summit Park Dr
Ste 240

Independence, OH 44131
216-283-5709

Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

Michael Alexander - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

Sherri Bleichner - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0507

Libertas Wealth Management Group, Inc.

5003 Horizons Dr
200

Columbus, OH 43220
614-543-1350

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

Sandstone Financial Group - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

The NorthCoast Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4900

Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

Jeff McDaniels - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8000

Jason Gedert - Ameriprise Financial Services, LLC

99 Ashwood Dr
Ste A

Tiffin, OH 44883
419-448-8215

B. P. Shelley & Associates - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2506

Chelsie Brenneman Gibson - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4653

Mark Duricky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8631

Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

Goodall & Peters Financial Advisory Group - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
419-344-2716

Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

Synergy Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1377

Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
419-344-9934

Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
740-397-7117

Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

New Albany, OH Branch Office - UBS Financial Services Inc.

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2060

Rocky River, OH Branch Office - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-331-2500

Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-2414

Jason A Buehner - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

The Kern Team - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6546

M Bud Matkovic Jr - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

The Archibald Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1362

Aaron Vaughn - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-385-0208

Jeff Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1676

Timothy Mackey - Ameriprise Financial Services, LLC

4605 E Galbraith Rd
Ste 190

Cincinnati, OH 45236
513-792-5425

Nalli, Berardi & Associates - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-726-3400

Matthew Kallio

6241 SOM Center Road

Solon, OH 44139
330-845-1725

Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

Individual Financial Services

3708 Columbus Ave
9

Sandusky, OH 44870
419-515-0862

Mose Richardson Jr. - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-3771

Robert F Skrbis - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

Edward Jones - Financial Advisor: Georgia R Beach, AAMS"

5502 Market Avenue North
Suite A

Canton, OH 44721
330-499-1524

Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

Gregory M. Stevens, CRPC - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1330

The Horton Neville Shick Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5256

John Kopeck - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1542

Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Keith Meyer - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-431-7848

Allstate Personal Financial Representative: Gregory Davis

4700 Wilmington Pike

Kettering, OH 45440
937-307-8938

Balanced Wealth Group - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-871-6501

Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5245

Andrew Hudak

419-482-5590

BCS Wealth Partners - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2766

Ryan A. Mink - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7850

Robert S Castellini - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8303

Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

Brian Dannemiller - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7872

The Rupp Williams Nolette Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6509

Charles Romano III - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4910

The Himich Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5369

Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7772

Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

Kay M Williamson - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

Fifth Third Securities - Jacob Kucia

28300 Chagrin Boulevard

Woodmere, OH 44122
440-384-2165

Steven M. Licciardi - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3010

Fifth Third Securities - Samuel ODonnell

4812 Vine Street

Cincinnati, OH 45217
513-698-8760

James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9047

Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

Edward Jones - Financial Advisor: Michelle L Fairbanks

1616 West State Street

Fremont, OH 43420
419-334-7131

Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3145

The Eyerman Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-673-1062

Ryan Romer-Jordan - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
813-475-6171

The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

Jeffrey Benner - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-493-0063

Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

James Hider - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5876

Fifth Third Preferred - Chris Poppa

915 Elliott Drive

Middletown, OH 45044
513-988-5766

Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

Wild Bill's Tobacco

1420 Scott St.

Napoleon, OH 43545
567-264-4027

Wild Bill's Tobacco

820 N. Locust St.

Ottawa, OH 45875
419-523-3800

Kurtz Bros. - Landscape Supply Center

5915 Canal Road

Valley View, OH 44125
216-986-7000

Earth 'n Wood

2436 South Arlington Road

Akron, OH 44319
330-644-1900

AutoZone Auto Parts

4795 Milan Rd

Sandusky, OH 44870
567-998-7400

Jon Peavy - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8609

Malhoit & Associates - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9213

The Noble Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5343

Staich Financial LLC

1 Marion Avenue
Suite 301

Mansfield, OH 44903
419-564-3001

Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

Nicole M Glowka - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2508

The Radius Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6575

Michael Price - Ameriprise Financial Services, LLC

2727 N Holland Sylvania Rd
Ste K

Toledo, OH 43615
419-842-8428

John Gross

248 Howe Ave

Cuyahoga Falls, OH 44221
330-835-2861

Edward Pero

1065 North Court St
Suite C

Medina, OH 44256
216-382-5320

Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
614-481-8449

Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

YogaSix

757 Alpha Drive

Highland Heights, OH 44143
888-964-2749

Sara Colton - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

Pelorus Financial Group

45 East Satin Street

Jefferson, OH 44047
440-951-8200

Alex Joseph - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-460-2680

Steven Scherer - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

JK Jones Financial Network

161 West Main Street

Lancaster, OH 43130
740-653-6900

Medicare Planning of Dayton

7030 Poe Ave
bldg d

Dayton, OH 45414
937-504-9999

John R Lung - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 1

Toledo, OH 43623
419-841-5405

Tim McGarvey - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

Dexter James - Ameriprise Financial Services, LLC

3891 State Rd

Cuyahoga Falls, OH 44223
216-798-2596

Joshua J Lake - Ameriprise Financial Services, LLC

2835 Miami Village Dr
Ste 101

Miamisburg, OH 45342
937-312-8172

Daniel McKenna - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3603

Darrin G Plys - Ameriprise Financial Services, Inc.

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
419-574-9399

Balaram Kaimal - Ameriprise Financial Services, LLC

2104 Front St
Ste C

Cuyahoga Falls, OH 44221
330-256-1375

Barry Whitt - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-931-5400

Lehman Capital Management Group - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

The Aurora Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5315

Feldmeyer Financial Group - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Gene Peters - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

Fifth Third Private Bank - Sheila Simmons

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0723

Ryan S. Krift - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4452

Shawn Patrick

513-326-7000

Ruiying Tang

614-848-7898

Peony Lo

614-848-7898

Philip Kingrey

937-474-2244

Tyson Moore

419-482-5590

Lifetime Wealth Partners | Ohio & Indiana

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

Richard Luedtke - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 1

Toledo, OH 43623
419-841-5405

Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

Benjamin F. Edwards & Co.

1 E Campus View Blvd
260

Columbus, OH 43235
614-825-9575

Fleming Watson Financial Advisors

512 Third St

Marietta, OH 45750
740-373-4877

Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

Carnegie Investment Counsel

30300 Chagrin Blvd.

Pepper Pike, OH 44124
800-321-2322

OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

George Beddie and Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-671-9773

Jennifer Moenter - Ameriprise Financial Services, LLC

312 N Main St

Delphos, OH 45833
419-695-7010

Michael W McNary - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3262

Fifth Third Preferred - Benjamin Jackson

10105 Fremont Pike

Perrysburg, OH 43551
419-873-2868

Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

Theo Pericleous - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-853-2600

Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

Hageman Masters Group - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6754

Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
440-505-5716

Kec, Walker & Associates - Ameriprise Financial Services, LLC

137 W 3rd St

Perrysburg, OH 43551
419-354-1948

Anthony L. Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
740-965-4054

Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
440-655-8344

Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
216-481-1634

Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
513-693-4014

Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

FTB Financial Services - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-794-5400

Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
513-407-5430

Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
877-804-1905

Moyer Financial Services

521 South Main Street
Suite 200

Findlay, OH 45840
419-427-0097

Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
440-205-5200

Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

Christopher J Kec - Ameriprise Financial Services, LLC

137 W 3rd St

Perrysburg, OH 43551
419-354-1948

The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2781

Dave Wilkins - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

Jessica Simpson - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

Peter Carfagna - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8604

Satish Singh - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
419-874-6923

Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

Charles R. Southard - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

Branden Kurgan - Ameriprise Financial Services, LLC

121 Outerbelt St

Columbus, OH 43213
614-575-6510

Donald Grassi - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Pamela Miller - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6515

Ted Inbusch - Ameriprise Financial Services, LLC

571 S 3rd St

Columbus, OH 43215
380-222-3133

Thomas Breitenstein - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4163

Cox/Murman Wealth Management Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

Fifth Third Private Bank - Ty Seidl

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3968

Richard Visintine, CFP, ChFC - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6246

Dee Edwards - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

Ken McMahon - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3436

Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

Shawn P McCoy - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

Susan Vasu - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

Leugers Harden Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

Cocke Seffernick Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

Angela Monateri - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Allstate Personal Financial Representative: Barry Morris

13399 Smith Rd

Middleburg Heights, OH 44130
440-409-9779

Capstone Wealth Advisors - Ameriprise Financial Services, LLC

1070 Polaris Pkwy
Ste 130

Columbus, OH 43240
614-823-8660

Fifth Third Preferred - Conner Spaeth

10105 Fremont Pike

Perrysburg, OH 43551
567-336-4338

Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

April McMain - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Andy Fugazzi - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

XXI Century Financial

1900 Polaris Parkway
Suite 425

Columbus, OH 43240
614-534-1750

Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5500

Allstate Personal Financial Representative: Brian Kennedy

16686 Hilltop Park Pl

Chagrin Falls, OH 44023
440-247-1777

Edward Jones - Financial Advisor: Robert Knyszek

5005 Rockside Rd
Suite 960

Independence, OH 44131
216-525-0969

Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

Pamela R Mason - Ameriprise Financial Services, LLC

6 Main St

Tiffin, OH 44883
567-220-4062

Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

Shaun Patterson - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3417

Fifth Third Mortgage - John Moore

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-3657

Gradison Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-2466

First Command Financial Advisor - Trip Tripathi

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

Monica Dwyer, CFP®, CDFA®

8840 Cincinnati Dayton Rd
A

West Chester, OH 45069
513-779-3030

Praxis Capital and Investment Management

614-657-6060

David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

Gary Hurst - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-401-5616

Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

Mike Roderick - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

Jason Harsh - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 2

Toledo, OH 43623
419-882-1948

Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

Joie Hanley - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3406

James Schmitt - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4019

Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
330-854-2333

Darrin Polomsky - Ameriprise Financial Services, LLC

7501 E Paragon Rd
Ste 204

Dayton, OH 45459
937-291-3685

Ritter Daniher Financial Advisory, LLC

7661 Beechmont Avenue
Suite 200

Cincinnati, OH 45255
513-233-0715

Syntax Financial Group

100 E Campus View Blvd Suite 250

Columbus, OH 43235
800-737-5604

Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2218

Morgan Stanley Financial Advisors

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-492-8285

Michael Brown - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5252

Stephen Kohls - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2214

Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

Pizza Hut

7183 East Broad Street

Blacklick, OH 43004
614-328-0302

Brian Meyer - Ameriprise Financial Services, LLC

1047 Summit Dr

Middletown, OH 45042
513-425-9404

Muirfield, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
800-421-6172

Renee Hefner - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

Charles Eduoard Ide II - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5345

Western Reserve Wealth Advisors

195 Park Place

Chagrin Falls, OH 44022
440-247-2751

Orchard Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1270

Akron, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
Third Floor

Akron, OH 44321
330-665-7400

Brian Emery - Ameriprise Financial Services, LLC

5887 Cornell Rd
Ste 3

Cincinnati, OH 45242
513-469-7526

Landing Point Financial Group - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

Brandon Perry - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9214

SP+ Parking

40 N Front St

Columbus, OH 43215
614-224-1320

Stephan and Associates

354 N Detroit St.

Xenia, OH 45385
937-374-2002

Marie T Shultz - Ameriprise Financial Services, LLC

1604 E Perkins Ave
Ste 109

Sandusky, OH 44870
419-624-0606

Legacy Wealth Management Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4032

Stratos Wealth Partners

300 E. Broad St
Suite 530

Columbus, OH 43215
614-610-4862

Derek Hassenpflug - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Kehoe Financial

125 Boggs Lane

Cincinnati, OH 45246
513-481-8555

Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4310

Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

Allstate Personal Financial Representative: Mark Eisma

12920 Stonecreek Dr
Ste D

Pickerington, OH 43147
614-522-0999

Brian Hamilton - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

Royalton Insurance Agency

10147 Royalton Road
Suite B

Cleveland, OH 44133
440-230-5385

Teresa Russell & Brian Sweeney

614-578-9090

Dan Leslie

7100 East Pleasant Valley Drive
Suite 350

Independence, OH 44131
216-360-7465

Michael Vantusko - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3043

Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1738

Bullington Capital Management

3875 Embassy Parkway
Suite 310

Fairlawn, OH 44333
330-664-0700

Farnsworth Financial Services

51 North Third Street
Suite 101

Newark, OH 43055
740-349-7171

Gryphon Financial Partners

325 John H. McConnell Blvd.
Suite 425

Columbus, OH 43215
614-929-2880

Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9215

Tim Bonar - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-825-2334

ViewPoint Wealth Partners - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

51 Oakwood

4347 Portage St NW
Ste 102

North Canton, OH 44720
800-527-0336

Stratos Wealth Partners - Liam Guiney

89 First Street
Suite 212

Hudson, OH 44236
330-576-3912

Gallagher Pool Wealth Management

6520 Centerville Business Parkway

Centerville, OH 45459
937-435-1234

TCP Asset Management

8415 Pulsar Place
Suite 210

Columbus, OH 43240
614-761-9378

Fifth Third Private Bank - Abby Nolan

21 East State Street

Columbus, OH 43215
614-744-7019

Crossroads Investment Planning

8516 N. Dixie Drive

Dayton, OH 45414
937-387-9561

PK Financial Group

9261 Ravenna Road
B4

Twinsburg, OH 44087
216-393-8182

Fifth Third Private Bank - Christopher Rueve

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5955

Hardy Wealth Partners - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2876

Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1227

Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

Sam L. Rinehart - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

Curry Moore & Associates

3805 Edwards Road
Suite 550

Cincinnati, OH 45209
513-448-4156

LEO Life Estate Organizer

102 Eaglescliff Drive

North Bend, OH 45052
513-835-8046

Hickory Asset Management

9930 Johnnycake Ridge Road
Suite 2B

Mentor, OH 44060
440-358-1330

Michael G. Miller and Associates

37850 Euclid Ave
#3

WILLOUGHBY, OH 44094
440-951-3936

Wealth Health, LLC

35651 Detroit Road

Avon, OH 44011
440-937-1551

Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

Scott Allen Edwards - Ameriprise Financial Services, LLC

4404 Buckeye Ln
Ste 240

Beavercreek, OH 45440
937-458-0220

John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

The Powers Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9096

Laurie Gerdy - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

Foundation Wealth Advisors, LLC

810 Sharon Drive
Suite 100

Westlake, OH 44145
440-899-7535

Calland and Campbell Insurance and Campbell Financial

5000 Urbana Road
Suite 100

Springfield, OH 45502
937-917-8941

JanJanin Financial Group

1045 Tiffany South
Suite 1

Youngstown, OH 44514
330-953-3043

RJ Beucler Financial

9987 Carver Road
Suite 400

Cincinnati, OH 45242
513-794-1095

Impel Wealth Management

2006 4th Street

Cuyahoga Falls, OH 44221
330-800-0182

The Simpson Covert Reta Wealth Management Group - Morgan Stanley

4449 Easton Way

Columbus, OH 43219
833-914-1022