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Columbus Street Financial Planning is driven by the belief that the best financial and investment planning advice is delivered objectively by a CERTIFIED FINANCIAL PLANNER™ who is independent, a true fiduciary, and through a transparent, fee-only compensation model. Columbus Street’s open architecture service model creates an opportunity ...
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Shawn Ballinger, CFP® is a fee-only financial planner...
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Shawn Ballinger, CFP® is a fee-only financial planner...
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WE’RE LOCAL, EVEN IF YOU’RE NOT. Call (614) 662-4250...
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This article examines the critical considerations in...
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Together, we will bring clarity to your financial...
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- Hamilton Capital. Hamilton Capital leads off our list of Columbus' top financial advisors. The fee-only firm's staff includes certified financial planners (CFPs), chartered financial analysts (CFAs), certified public accountants (CPAs) and a number of other, more specific financial certifications.
- Windsor Advisory Group. Windsor Advisory Group is a fee-only firm serving individual and institutional clients. The slight majority of the firm’s individual clients are high-net-worth.
- Summit Financial Strategies. Fee-only firm Summitt Financial Strategies manages a significant amount in AUM, and its team includes certified financial planners (CFP), chartered financial counselors (ChFC), chartered financial analysts (CFA) and a number of other certifications, many of which are more specified.
- Gryphon Financial Partners. Gryphon Financial Partners is a fee-based financial advisor firm managing billions in client assets under management (AUM).
Johnson Investment Counsel. Our financial advisors in Columbus are located at: 50 West Broad Street. Suite 1130. Columbus, OH 43215. Office: (614) 365-9103. Toll-Free: (866) 365-4523. Fax: (614) 365-9943. // Get Directions.
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4 days ago · Financial advisors at the firm deal with retirement income strategies, wealth management, investments, annuities, and IRA or 401 (k) rollovers. They also provide advice on asset protection strategies, tax-efficient strategies, long-term care strategies, life insurance, and IRA legacy planning.
- Will a financial advisor also work with your attorney and accountant in Columbus?Your advisor working with other professionals involved with your finances is beneficial in providing you with holistic wealth guidance, and they ca...
- How much commission does a Columbus financial advisor get from your investments?If you are working with a commission-only financial advisor, their commission rate is generally 0.25% – 5%. The percentage will be based on your in...
- How can a Columbus financial advisor help you?Financial advisors assist with a wide array of financial planning needs, including retirement, estate, and tax planning. Moreover, they can provide...
- Do financial advisors in Columbus need to be licensed?Yes. Financial advisors in Columbus need to get an investment adviser firm representative or registered investment adviser license. They need to ta...
- Why is it important to diversify your financial portfolio in Columbus, OH?Diversifying your portfolio allows for a risk-adjusted return on investment. The performance of different asset classes and industries will fluctua...
- Are financial advisors worth it?Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be bet...
- What does a financial advisor do?Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some example...
- How much money do I need to work with a financial advisor?There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types...
- What does a financial coach do?Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down...
- When should I use a financial advisor vs. doing it myself?Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expens...
Best Financial Services in Columbus, OH - Financial COMFORT Consulting, Amie Kim - State Farm Insurance Agent, Charles Schwab, Whin Global, Libertas Wealth Management Group, Detwiler Brofford Insurance, Michael Rothstein - Ameriprise Financial Services, Swanson Financial Group, Mutual Solutions, Edward Jones - Financial Advisor: David C Cunningham.
The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Columbus, Ohio area. Columbus has up to 1944 advisors to choose from and using our...
Apr 24, 2024 · Find the best financial advisor in Columbus, OH. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.
