Top financial advisors in Norwalk, 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 your finances in Norwalk, OH, understanding how municipal income taxes affect your planning is crucial since these taxes vary by city. An advisor unfamiliar with local tax nuances might overlook opportunities or risks unique to your area.
- Local tax expertise. Confirm how they incorporate Norwalk's municipal taxes into your overall financial plan to avoid surprises.
- Comprehensive income review. Ask how they evaluate all income sources, including those subject to city taxes, to optimize your tax position.
- Coordination with tax professionals. Effective advisors work closely with your tax preparer to align strategies and ensure compliance with local tax rules.
- Experience with regional regulations. Inquire about their familiarity with Ohio's and Norwalk's specific financial regulations that impact your investments and retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam S
Series 65
Norwalk, OH
A Schaffer Advisor Services
Adam Schaffer offers financial advice in Norwalk, OH, with eight years of experience and a Series 65 designation, making him familiar with local tax and regulatory nuances. His firm provides discretionary portfolio management and advice-only services, focusing on passive investing with market-tracking ETFs and flat-fee appointments, which may appeal to clients seeking transparent fees and a long-term investment approach.
Experience: 9 years
Avg account: $382,483
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Jeffrey C
Series 63
Norwalk, OH
Cetera
Jeffrey Colvin's 26 years of experience and Series 63 designation, combined with his local presence in Norwalk, OH, position him well to navigate municipal income tax nuances and regional financial regulations. His affiliation with Cetera, a large firm offering diverse services including retirement plans and fiduciary capabilities, along with flexible flat-fee and hourly consulting options, distinguishes him from other advisors in the area.
Experience: 27 years
Avg account: $306,089
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Crystal H
Series 66
Norwalk, OH
Cambridge Investment Research Advisors
Crystal Howard's expertise in retirement income strategy and plans for business owners suits clients in Norwalk, OH, who need guidance on local tax impacts and retirement planning. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, she supports diverse clients including executives and retirees, providing flexible fee options and access to multiple account platforms.
Experience: 3 years
Avg account: $378,281
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Bradley D
CFP®, Series 66
Norwalk, OH
Edward Jones
Bradley Davis, a CFP® professional with 18 years of experience in Norwalk, Ohio, is well-positioned to address local financial planning needs, including municipal income tax considerations. Affiliated with Edward Jones, a large full-service wealth management firm, he offers a comprehensive approach with a program fee up to 1.35% annually, and his background as a rental property partner adds practical business insight compared to other advisors.
Experience: 19 years
Avg account: $246,728
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August A
Series 63, Series 65
Norwalk, OH
PNC Wealth Management
August Allendorf brings 17 years of experience in wealth management and active portfolio management, serving clients in Norwalk, OH through PNC Wealth Management. His firm’s large-scale resources include model-based programs and algorithm-driven discretionary accounts, offering a structured investment approach with a 0.85% annual fee, which may appeal to executives seeking sophisticated portfolio strategies.
Experience: 17 years
Avg account: $182,752
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