Top financial advisors in Sidney, 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.
If you live in Sidney, OH, and face complex financial decisions, you might need an advisor who understands how local municipal income taxes can affect your planning. Without this knowledge, you risk overlooking tax implications that vary by city, which can reduce your overall returns.
- Local tax expertise. Confirm how they incorporate Sidney's municipal taxes into your financial plan to avoid unexpected tax burdens.
- Comprehensive income analysis. Ask how they evaluate all sources of income, including those subject to city taxes, to optimize your tax strategy.
- Investment impact awareness. Ensure they consider how local taxes affect your investment returns and retirement income projections.
- Coordination with tax professionals. Check if they collaborate with your tax preparer to align financial and tax planning effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cheryl B
CFP®, Series 63
Sidney, OH
Money Concepts Capital Corp
Cheryl Boyer brings 39 years of experience and CFP® certification to clients in Sidney, OH, offering expertise in retirement income strategy and business owner retirement plans. Working at Money Concepts Capital Corp, a large firm with over 400 advisors and $3.33 billion in assets, she provides access to diverse portfolio management options and negotiates consulting fees individually, distinguishing her from advisors with fixed fee structures.
Experience: 39 years
Avg account: $237,847
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Todd T
Series 63
Sidney, OH
OSAIC
Todd Thompson's 32 years of experience and Series 63 designation equip him to navigate Sidney, OH's local tax landscape, particularly for clients dealing with annuities and retirement planning. Operating within OSAIC, a large firm offering flat-fee structures and advanced portfolio tools, he serves diverse clients including executives and retirees, providing flexible fee options and comprehensive financial services.
Experience: 33 years
Avg account: $398,336
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Kevin S
CFP®, Series 66
Sidney, OH
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kevin Schlarman's eight years of experience and CFP® certification equip him to address Sidney, OH's unique municipal tax considerations, especially for established professionals seeking retirement income strategies and Social Security optimization. Affiliated with United Planners Financial Services, a large firm offering flat-fee and negotiated advisory options, he benefits from a broad platform and diverse client services, distinguishing him from advisors at smaller or less versatile firms.
Experience: 9 years
Avg account: $410,135
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David H
Series 66
Sidney, OH
LPL Financial
David Heintz Jr. in Sidney, OH, offers expertise in wealth management and retirement plans for business owners, with a unique background as a former math teacher and co-owner of a tax preparation firm, enhancing his understanding of local tax implications. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or less tax-focused experience.
Experience: 4 years
Avg account: $399,489
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Andrew S
Series 66
Sidney, OH
Edward Jones
Andrew Stewart in Sidney, OH, offers expertise in retirement plans for business owners and general estate planning, which can help navigate local municipal income tax implications. Affiliated with Edward Jones, a large firm with over 23,700 advisors, he provides wealth management and cash flow budgeting services with a program fee up to 1.35% annually, distinguishing him through extensive resources and a broad advisory network.
Experience: 13 years
Avg account: $246,728
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