Top financial advisors in Gallipolis, 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 Gallipolis, 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 Gallipolis's municipal income taxes and their impact on your overall plan.
- Income tax integration. Ask how they coordinate city taxes with state and federal tax strategies to avoid surprises.
- Customized tax scenarios. Look for advisors who model your unique income sources against local tax rules, not just generic state-level advice.
- Experience with Ohio regulations. Ensure they stay current on Ohio tax laws that affect your financial decisions in Gallipolis.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer R
Series 66
Gallipolis, OH
Edward Jones
Jennifer Rose's experience with retirement plans for business owners and business succession planning suits Gallipolis residents navigating complex municipal income taxes. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a broad range of managed solutions and a fiduciary standard, differentiating her through extensive resources and a comprehensive service network.
Experience: 7 years
Avg account: $246,728
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Anthony S
Series 63, Series 66
Gallipolis, OH
Raymond James Financial
Anthony Sola's 21 years of experience and Series 63 and 66 designations equip him to navigate Gallipolis's complex municipal income taxes effectively. Operating within Raymond James Financial, a large firm known for asset-allocation analysis and tailored recommendations, he offers flat-fee planning and serves diverse clients including high-net-worth individuals, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 21 years
Avg account: $700,796
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James S
Series 66
Gallipolis, OH
Robert Baird & Co.
James Saunders offers expertise in wealth management and tax-loss harvesting, which is valuable for navigating Gallipolis's complex municipal income taxes. His affiliation with Robert Baird & Co., a large firm, provides access to diverse investment strategies, and his flat-fee and hourly consulting options offer flexible pricing compared to other advisors in the area.
Experience: 12 years
Avg account: $713,008
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Ashley R
Series 66
Point Pleasant, WV
Steward Partners Investment Advisory, LLC
Ashley Rowell's 14 years of experience and Series 66 designation equip her to navigate complex tax scenarios, including those relevant to Gallipolis, OH, especially given her involvement with local real estate. Operating within Steward Partners Investment Advisory, LLC, a large firm managing $36.7 billion in assets, she offers flat-fee and negotiable AUM-based pricing, catering to high-net-worth clients and providing diverse portfolio management options.
Experience: 14 years
Avg account: $831,870
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Richard M
Series 66
Gallipolis, OH
Creative Financial Designs, Inc.
Richard Mcdaniel's dual role as a financial advisor and owner of an income tax service in Gallipolis, OH, equips him with deep local tax knowledge crucial for navigating complex municipal income taxes. His firm, Creative Financial Designs, offers diverse investment strategies including ESG and Biblical Responsible Investing, catering to individuals and organizations with a fee structure that includes negotiable hourly and retainer options, setting him apart from other advisors.
Experience: 20 years
Avg account: $275,989
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