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Find Retirement Advisors for Retirement Planning in Sylvania, Ohio

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Finding the Best Retirement Planners in Sylvania, Ohio

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Sylvania, Ohio

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 2 Retirement Planning firms in Sylvania, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5520 Monroe Street, Suite B
Sylvania, OH, 43560
$3,921,425,727541237
A percentage of AUM, Hourly charges, Fixed fees
2

6711 Monroe St., Building Iv, Suite A
Sylvania, OH, 43560
$2,239,265,454263620
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Sylvania, Ohio

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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