Top financial advisors in Massillon, 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 Massillon, OH, understanding how municipal income taxes affect your returns is crucial. Advisors unfamiliar with local tax variations might overlook these details, leading to unexpected tax bills.
- Local tax expertise. Confirm how they incorporate Massillon's city taxes into your financial plan to avoid surprises.
- Investment strategy alignment. Ask how they adjust portfolios considering municipal tax impacts on different income sources.
- Retirement income planning. Ensure they model your withdrawals with local taxes in mind to maintain your desired cash flow.
- Tax coordination. Check if they collaborate with your tax preparer to integrate city tax nuances into your overall strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michelle R
Series 63, Series 66
Massillon, OH
UBS Financial Services
Michelle Rose's 25 years of experience and Series 63 and 66 credentials position her well to address retirement planning and cash flow budgeting in Massillon, OH, including local tax considerations. Affiliated with UBS Financial Services, a large firm known for proprietary research and model-based asset allocations, she serves high-net-worth clients and executives, offering tailored strategies that integrate investment advisory and brokerage services.
Experience: 25 years
Avg account: $693,691
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Thomas A
Series 63, Series 66
Massillon, OH
Ameritas Advisory Services, LLC
Thomas Albers brings over 53 years of experience and specializes in retirement income strategy and wealth management, making him well-equipped to address Massillon's local tax impacts on retirement planning. Affiliated with Ameritas Advisory Services, a large firm offering flat-fee financial planning and diverse investment approaches, he also serves business owners and retirees, providing a broad range of services compared to other advisors in the area.
Experience: 53 years
Avg account: $448,118
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Jason B
Series 63
Massillon, OH
Edward Jones
Jason Byers offers extensive expertise in wealth management and tax-loss harvesting, crucial for navigating Massillon's municipal income taxes. With 26 years of experience at Edward Jones, a large full-service firm serving over four million clients, he provides seasoned guidance supported by a broad network and a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 26 years
Avg account: $246,728
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Steven K
Series 66, Series 63
Alliance, OH
Citizens securities, Inc.
Steven Kochovski at PNC Wealth Management in Massillon, OH, offers expertise in passive and active portfolio management with a focus on wealth management, suitable for handling local tax considerations. His firm provides model-based advisory services with algorithmic risk assessment and mutual fund investments, charging an annual 0.85% AUM fee, distinguishing him through large-firm resources and a digital portfolio approach.
Experience: 1 year
Avg account: $208,871
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James T
CFP®, Series 63, Series 66
Massillon, OH
Signature Equity Partners, LLC
James Tschantz brings 38 years of experience and CFP® certification to managing investments and retirement planning in Massillon, OH, with a focus on tax-loss harvesting and sustainable investing. His firm, Signature Equity Partners, offers flat-fee and asset-based pricing, serving individuals and high-net-worth clients with model-based portfolio solutions and both discretionary and non-discretionary management, distinguishing him from advisors with narrower service scopes.
Experience: 38 years
Avg account: $313,089
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