Top financial advisors in Defiance, 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 Defiance, OH, and face complex financial decisions, you might need an advisor who understands local tax nuances, especially municipal income taxes that differ by city. Without this knowledge, you risk missing key tax-saving opportunities or misjudging your after-tax income.
- Local tax expertise. Confirm how they incorporate Defiance's municipal taxes into your overall financial plan.
- Comprehensive income review. Ask how they evaluate all income sources to optimize tax outcomes, not just your salary or investments.
- Long-term tax impact. Ensure they consider how current decisions affect your future tax liabilities, not just immediate savings.
- Coordination with tax professionals. Check if they work alongside your tax preparer to align strategies and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Maureen K
Series 66
Defiance, OH
Cetera
Maureen Killion in Defiance, OH, offers expertise in wealth management and tax-loss harvesting, with a focus on retirement plans for business owners and charitable giving. Operating within Cetera, a large firm, she provides flexible fee options including flat fees and hourly consulting, which may suit clients seeking tailored financial planning alongside local tax considerations.
Experience: 2 years
Avg account: $306,089
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Nicholas B
Series 66
Defiance, OH
Edward Jones
Nicholas Buckland at Edward Jones in Defiance, OH, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate local tax complexities. As part of a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and serves a broad client base, including executives and business owners, with a fee structure up to 1.35% annually.
Experience: 2 years
Avg account: $246,728
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Jason B
CFP®, Series 66
Defiance, OH
Blue Jay Financial Group, LLC
Jason Bernal's 16 years of experience and CFP® certification equip him to navigate Defiance's complex municipal tax landscape, especially for business owners seeking retirement plans like SEP and solo 401(k). His firm offers flat-fee financial planning and personal tax return preparation, providing a comprehensive approach that integrates investment management with tailored tax strategies, distinguishing him from advisors without such combined services.
Experience: 16 years
Avg account: $397,382
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Robert H
Series 66
Defiance, OH
Wells Fargo Clearing
Robert Hanson in Defiance, OH, brings 12 years of experience and a Series 66 designation, working with Wells Fargo Clearing, a large firm known for retirement plan consulting and IPS-driven investment strategies. His flat-fee structure and focus on high-net-worth clients differentiate him from others by combining comprehensive plan-level services with a fiduciary approach tailored to complex financial needs.
Experience: 12 years
Avg account: $475,575
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Brian T
Series 63
Defiance, OH
Wesbanco Securities, Inc.
Brian Tussing offers expertise in options and derivatives strategies along with active portfolio management, which can help navigate Defiance's complex tax environment. His firm, WesBanco Securities, manages $166 million in assets and provides tax-aware investment models, distinguishing him with a 2% AUM fee and experience serving diverse clients including trusts and retirement plans.
Experience: 14 years
Avg account: $175,707
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