Top financial advisors in Steubenville, 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 Steubenville, OH, and face complex financial decisions, you might need an advisor who understands how local municipal income taxes vary by city and affect your planning. Without this knowledge, it's easy to overlook tax implications that could impact your overall financial picture.
- Local tax expertise. Confirm how they incorporate Steubenville'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 affected by city taxes, to optimize your tax strategy.
- Coordination with local professionals. Check if they collaborate with local tax preparers or attorneys familiar with Steubenville's tax landscape.
- Customized cash flow planning. Ensure they adjust your budget and investment plans to reflect the impact of varying municipal taxes on your net income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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George C
Series 63, Series 65
Steubenville, OH
Cetera
George Crim II's 36 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate Steubenville's complex municipal tax environment. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored financial planning that integrates local tax considerations and diverse investment strategies.
Experience: 36 years
Avg account: $306,089
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John C
Series 63, Series 66
Steubenville, OH
Eagle Strategies (NY Life)
John Cucarese offers expertise in retirement income strategy and plans for business owners, making him well-suited for clients in Steubenville navigating local tax complexities. Affiliated with Eagle Strategies, a large firm managing over $25 billion, he provides flexible fee options including AUM and hourly rates, and leverages third-party managers to tailor client-directed investment solutions.
Experience: 21 years
Avg account: $235,446
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Melanie H
Series 63
Steubenville, OH
Robert Baird & Co.
Melanie Harless brings 31 years of experience in wealth management and tax-loss harvesting, making her well-equipped to navigate Steubenville's complex municipal tax environment. Operating within Robert Baird & Co., a large firm, she offers flat-fee and hourly consulting options, serving a diverse clientele including individuals and corporations, which distinguishes her from advisors with narrower focuses or fee structures.
Experience: 32 years
Avg account: $713,008
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Misti S
Series 66
Steubenville, OH
Edward Jones
Misti Spring Reader's 17 years of experience and Series 66 designation equip her to navigate Steubenville's complex municipal tax environment, essential for optimizing retirement income and estate planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive range of investment strategies with a program fee up to 1.35%, serving diverse clients including retirees and business owners.
Experience: 17 years
Avg account: $246,728
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Craig P
Series 63
Steubenville, OH
LPL Financial
Craig Petrella II offers 16 years of experience in wealth management and retirement plans for business owners, making him well-equipped to address Steubenville's complex municipal tax considerations. Affiliated with LPL Financial, a large firm providing flat-fee financial planning and extensive advisory services, he stands out by combining local expertise with broad institutional resources and flexible investment solutions.
Experience: 17 years
Avg account: $399,489
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