Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Sylvania has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Sylvania, Ohio have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5520 Monroe Street, Suite B Sylvania, OH, 43560 | $3,921,425,727 | 5412 | 37 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 6711 Monroe St., Building Iv, Suite A Sylvania, OH, 43560 | $2,239,265,454 | 2636 | 20 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 304237
Assets Under Management $3,921,425,727
No. Of Clients5412
Clients Per Financial Advisor146
VENTURE VISIONARY PARTNERS LLC is a financial advisory firm situated in Sylvania, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5412 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107219
Assets Under Management $2,239,265,454
No. Of Clients2636
Clients Per Financial Advisor132
SJS INVESTMENT SERVICES is a financial advisory firm situated in Sylvania, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2636 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.