Top financial advisors in Bellefontaine, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Bellefontaine, OH, and face complex municipal income taxes that differ by city, you need an advisor who understands these local tax nuances. Without this expertise, you might overlook tax-saving opportunities or miscalculate your tax liabilities.
- Local tax knowledge. Confirm how they navigate Bellefontaine's municipal taxes and coordinate with state and federal rules.
- Income tax planning. Ask how they integrate city tax variations into your overall financial plan to avoid surprises.
- Experience with local regulations. Look for advisors familiar with Bellefontaine's specific tax codes and reporting requirements.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to align strategies across all tax levels.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Natalie K
Series 63, Series 65
Bellefontaine, OH
Edward Jones
Natalie Knerr's 18 years of experience and Series 63 and 65 licenses equip her to navigate Bellefontaine's complex municipal income taxes effectively. Working with Edward Jones, a large firm managing over $1 trillion in assets and serving more than four million clients, she offers wealth management and tax-loss harvesting services with a program fee up to 1.35% annually, distinguishing her through extensive resources and multi-generational wealth transfer expertise.
Experience: 19 years
Avg account: $246,728
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Randal L
Series 63, Series 65
Bellefontaine, OH
Ameriprise
Randal Lambert's experience at The Huntington Investment Company equips him to navigate Bellefontaine's complex municipal income taxes, integrating tax-loss harvesting and ESG investing strategies into financial plans. His affiliation with a large firm managing $6.3 billion in assets and a 2.00% AUM fee structure distinguishes him from others by offering model-driven, tax-managed investment solutions tailored to local tax nuances.
Experience: 7 years
Avg account: $471,167
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Craig P
Series 65
Bellefontaine, OH
HP & Associates
Craig Poeppelman offers two decades of experience in retirement planning and cash flow management, making him well-suited for clients in Bellefontaine, OH, who need to navigate complex municipal income taxes. His firm, HP & Associates, serves executives, retirees, and business owners with negotiable flat fees and emphasizes custom portfolios using no-load mutual funds, distinguishing him from advisors with standard asset-based fees.
Experience: 20 years
Avg account: $909,432
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Jessica M
CFP®, Series 63, Series 65
Bellefontaine, OH
LPL Financial
Jessica Mcnamee's 15 years of experience and CFP® certification equip her to navigate Bellefontaine's complex municipal income taxes, integrating local tax nuances into comprehensive wealth management and retirement planning. Affiliated with LPL Financial, a large firm offering diverse advisory services and flat-fee financial planning, she stands out by combining personalized tax-loss harvesting strategies with broad institutional support.
Experience: 16 years
Avg account: $399,489
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Jacob C
CFP®, Series 66
Bellefontaine, OH
Facet
Jacob Chrysler's experience with Empower Advisory Group, a large firm known for serving employer-sponsored retirement plans and retail brokerage clients, equips him to handle Bellefontaine's complex municipal income tax environment. His flat-fee structure and focus on retirement income strategy and Social Security optimization distinguish him from others by offering transparent pricing and specialized retirement planning expertise.
Experience: 8 years
Avg account: $541,077
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