Top financial advisors in Lima, 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.
When you're managing investments or planning for retirement in Lima, OH, understanding how municipal income taxes affect your finances is crucial. Without an advisor familiar with local tax variations, you might overlook key tax implications that impact your overall strategy.
- Local tax expertise. Confirm how they incorporate Lima's municipal taxes into your financial plan to avoid unexpected tax burdens.
- Retirement income planning. Ask how they adjust withdrawal strategies considering city-specific tax rules.
- Investment location decisions. Check if they evaluate how municipal taxes influence where to hold different accounts.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to navigate local tax complexities effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ann M
Series 66
Lima, OH
LPL Financial
Ann Meiring's experience with retirement plans for business owners and tax-loss harvesting suits clients managing investments in Lima, OH, where municipal income taxes impact financial strategies. Affiliated with LPL Financial, a large firm offering diverse investment solutions and in-house research, she provides flat-fee financial planning, which may appeal to clients seeking transparent pricing and comprehensive support.
Experience: 6 years
Avg account: $399,489
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R H
ChFC®, Series 63
Lima, OH
SPC
R Hardy's extensive 44-year experience and ChFC® designation equip him to address retirement income strategies and tax-loss harvesting, crucial for managing Lima's municipal tax impacts. Operating within SPC, a large firm managing $5.66 billion in assets, he offers flat-fee segmented and comprehensive financial plans, distinguishing him with flexible fee options and a strong community leadership background in Lima, OH.
Experience: 45 years
Avg account: $192,080
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Michael M
Series 66
Lima, OH
The huntington Investment company
Michael Moessner's 28 years of experience and Series 66 designation equip him to navigate Lima's municipal tax implications effectively, especially through tax-loss harvesting strategies. Affiliated with The Huntington Investment Company, a large firm managing $6.3 billion with a model-driven platform, he offers ESG investing and options strategies, differentiating him with specialized services and a comprehensive approach to retirement and investment planning.
Experience: 29 years
Avg account: $184,627
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Gregory A
Series 66
Lima, OH
Ameriprise
Gregory Averesch specializes in retirement income strategy and Social Security optimization, making him well-suited to address the complexities of municipal income taxes in Lima, OH. With 26 years of experience at Ameriprise, a large firm known for tax-efficiency analysis and personalized retirement planning, he offers a low 0.15% AUM fee and focuses on clients approaching retirement with significant investable assets.
Experience: 26 years
Avg account: $471,167
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Tanya C
Series 66
Columbus, OH
J.P. Morgan Securities
Tanya Cole brings 18 years of experience in wealth management from a large firm, J.P. Morgan Securities, which offers institutional consulting and customized performance reporting. Although based in Columbus, her expertise with executive and founder clients and a 0.30% annual AUM fee structure may provide a comprehensive approach compared to local advisors focused solely on Lima's municipal tax nuances.
Experience: 18 years
Avg account: $318,381
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