Top financial advisors in Salem, 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.
You might need a financial advisor in Salem, OH if you're navigating investments or retirement planning and want to understand how local municipal income taxes could affect your decisions. A common mistake is overlooking how these city-specific taxes impact your overall financial picture.
- Municipal tax knowledge. Confirm the advisor understands Salem's varying city taxes and how they influence your investment returns and income.
- Retirement income planning. Ask how they factor local taxes into your withdrawal strategies to avoid unexpected tax burdens.
- Investment location strategy. Check if they consider tax implications when recommending where to hold different types of accounts.
- Experience with local regulations. Ensure they stay current on Salem's tax rules that could affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Corey R
Series 66
Salem, OH
J.P. Morgan Securities
Corey Richards offers wealth management services in Salem, OH, with 17 years of industry experience and a Series 66 designation, positioning him to navigate local tax implications effectively. Working at J.P. Morgan Securities, a large firm known for institutional consulting and customized reporting, he provides asset allocation advice with a 0.30% annual AUM fee, catering to executives and business owners.
Experience: 17 years
Avg account: $318,381
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Steven B
Series 66
Salem, OH
OSAIC
Steven Bailey's extensive 29 years in the industry and Series 66 designation equip him to navigate Salem's local tax nuances, especially for annuities and retirement income planning. Operating within OSAIC, a large firm with a structured investment process and flat-fee options, he serves diverse clients including executives and retirees, distinguishing him from advisors with smaller practices or different fee models.
Experience: 29 years
Avg account: $398,336
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Kenneth L
Series 66
Salem, OH
Edward Jones
Kenneth Lefever's eight years of experience and Series 66 registration at Edward Jones in Salem, OH, equip him to address local municipal tax impacts on investment and retirement planning. Edward Jones's large-firm resources, including discretionary wrap fee strategies and a broad client base, differentiate him by offering extensive wealth management options and a structured fee program up to 1.35% annually.
Experience: 8 years
Avg account: $246,728
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Eric D
Series 65, Series 63
Salem, OH
The huntington Investment company
Eric Devine in Salem, OH, offers expertise in ESG investing, options and derivatives strategies, and tax-loss harvesting, which can help navigate local tax impacts on investments and retirement income. Affiliated with The Huntington Investment Company, a large firm with a model-driven platform and trust services, he brings 12 years of experience and a 2% AUM fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 13 years
Avg account: $184,627
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Kim S
Series 63, Series 65
Salem, OH
STIFEL
Kim Smith's extensive 43 years of experience and focus on general retirement and income planning equip her to address Salem's unique municipal tax considerations in retirement strategies. Affiliated with Stifel, a large firm known for its proprietary capital market assumptions and probabilistic modeling, she serves a diverse clientele, offering both brokerage and advisory services, which may provide broader investment location strategies compared to smaller firms.
Experience: 43 years
Avg account: $773,556
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