Top financial advisors in Mansfield, 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 live in Mansfield, OH, managing your finances means navigating local municipal income taxes that differ by city. Without an advisor familiar with these nuances, you might overlook tax-saving opportunities or face unexpected liabilities.
- Local tax expertise. Confirm how the advisor accounts for Mansfield's varying municipal taxes in your financial plan.
- Comprehensive income strategies. Ask how they integrate local tax impacts with your overall income and investment decisions.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to handle city-specific tax filings and deductions.
- Experience with diverse firms. Consider how their background with different firm sizes influences their approach to local tax complexities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Charles H
CFP®, ChFC®, Series 63
Mansfield, OH
Cetera
Charles Hahn's extensive 44-year experience and CFP® certification equip him to navigate Mansfield's complex municipal tax landscape effectively, benefiting high earners and those approaching retirement. His affiliation with Cetera, a large firm offering flat-fee financial planning and diverse investment solutions, distinguishes him by combining seasoned expertise with flexible fee structures and a broad client service approach.
Experience: 44 years
Avg account: $306,089
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Joel S
Series 63, Series 66
Mansfield, OH
Eagle Strategies (NY Life)
Joel Staich's 15 years of experience and Series 63 and 66 credentials equip him to address Mansfield's local tax nuances, especially for retirement income and business owner plans. Working with Eagle Strategies, a large firm, he offers flexible fee options including AUM and hourly rates, and focuses on client-directed solutions using third-party managers, distinguishing him from advisors with discretionary mandates.
Experience: 16 years
Avg account: $235,446
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Keith C
Series 63
Mansfield, OH
Cambridge Investment Research Advisors
Keith Cawrse's 25 years of experience and role at Cambridge Investment Research Advisors equip him to navigate Mansfield's unique municipal tax landscape, especially for retirement income and business owner plans. His flat-fee options and involvement in local organizations provide a community-focused approach, distinguishing him from advisors at smaller firms or with less local engagement.
Experience: 25 years
Avg account: $378,281
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Stacy W
Series 63, Series 66
Mansfield, OH
Janney Montgomery Scott
Stacy Wolford's 26 years of experience and expertise in tax-loss harvesting position her well to navigate Mansfield's complex municipal income taxes, integrating local tax impacts with income and investment strategies. Affiliated with Janney Montgomery Scott, a large firm managing over $100 billion in assets, she offers flat-fee options and serves high-net-worth clients, distinguishing her through a blend of seasoned insight and flexible fee structures.
Experience: 27 years
Avg account: $406,735
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Robert H
Series 63
Mansfield, OH
LPL Financial
Robert Hogsette Jr. offers extensive expertise in wealth management and retirement plans for business owners, making him well-equipped to address Mansfield's local tax nuances. With 33 years of experience at LPL Financial, a large firm known for diverse client services and flat-fee financial planning, he stands out for integrating tax-loss harvesting and college savings strategies tailored to local tax impacts.
Experience: 34 years
Avg account: $399,489
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