Top financial advisors in Bucyrus, 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 Bucyrus, 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 Bucyrus's municipal taxes and coordinate with state and federal rules.
- Income tax planning. Ask how they integrate city tax variations into your overall tax strategy to avoid surprises.
- Experience with local regulations. Look for advisors familiar with Bucyrus-specific financial rules that impact your investments and income.
- Customized tax scenarios. Ensure they model your tax situation considering your unique income sources and local tax rates.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew S
Series 63
Bucyrus, OH
Cambridge Investment Research Advisors
Andrew Schoch's 26 years of experience and Series 63 designation equip him to navigate Bucyrus's complex municipal income taxes, especially for retirees and business owners focusing on retirement income strategies and plans. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he provides diverse services including financial planning and retirement plan advisory, distinguishing him from advisors with narrower scopes or fee structures.
Experience: 26 years
Avg account: $378,281
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Michael D
Bucyrus, OH
Principal Financial Services
Michael Dostal's decade of experience in Bucyrus, OH, and his role at Principal Financial Services equip him to navigate local municipal income tax complexities effectively. His firm serves diverse clients including trusts and military personnel, offering flexible fee structures like hourly and monthly options, which may suit those seeking tailored tax planning and investment advisory services in a large-firm setting.
Experience: 10 years
Avg account: $324,050
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Brian M
Series 63
Bucyrus, OH
LPL Financial
Brian Mc Connell's 18 years of experience at LPL Financial equip him to navigate Bucyrus's complex municipal income taxes, integrating local tax nuances into comprehensive wealth management and retirement planning strategies. His flat-fee structure and affiliation with a large firm offering extensive investment tools and research support distinguish him from other advisors in the area.
Experience: 18 years
Avg account: $399,489
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Anne S
Series 65
Bucyrus, OH
Spreng Capital Management, Inc.
Anne Spreng Cole offers local expertise in Bucyrus, OH, supported by her Series 65 license and 17 years of prior banking experience, which can help navigate complex municipal income taxes. Her firm manages $300 million with a focus on strategic asset allocation and long-term portfolios, providing both investment supervisory services and limited-scope financial planning with a 1% AUM fee and $250 hourly planning rate, distinguishing her from other advisors.
Experience: 2 years
Avg account: $315,328
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Stephen R
Series 63, Series 65
Bucyrus, OH
Edward Jones
Stephen Ritzhaupt's 30 years of experience and expertise in wealth management and tax-loss harvesting equip him to navigate Bucyrus's complex municipal income taxes effectively. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive fee structure and serves clients including retirees and business owners, providing tailored strategies for multi-generational wealth transfer.
Experience: 31 years
Avg account: $246,728
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