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 you 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 registrations check. 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 1 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 20 years of experience.
Michael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | VENTURE VISIONARY PARTNERS LLC 5520 Monroe Street, Suite B Sylvania, OH, 43560 | $3,156,585,391 | 4844 | 35 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | SJS INVESTMENT SERVICES 6711 Monroe St., Building Iv, Suite A Sylvania, OH, 43560 | $2,028,889,719 | 2470 | 18 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 304237
Assets Under Management $3,156,585,391
No. Of Clients4844
Clients Per Financial Advisor138
VENTURE VISIONARY PARTNERS LLC is a financial advisory firm situated in Sylvania, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4844 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107219
Assets Under Management $2,028,889,719
No. Of Clients2470
Clients Per Financial Advisor137
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 2470 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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