Top financial advisors in Wapakoneta, 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 Wapakoneta, OH, and face complex financial decisions, you might need an advisor who understands local tax nuances, including municipal income taxes that differ by city. Without this knowledge, you risk missing tax-saving opportunities or miscalculating your after-tax income.
- Local tax expertise. Confirm how the advisor navigates municipal income taxes in Wapakoneta and nearby areas to optimize your tax planning.
- Comprehensive income review. Ask how they integrate your various income sources to create a cohesive financial plan that accounts for local tax impacts.
- Experience with diverse clients. Look for advisors who have worked with clients in situations similar to yours, ensuring they understand your unique financial context.
- Clear communication. Ensure the advisor explains tax implications in plain language, so you fully grasp how local taxes affect your finances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joseph G
PFS™, Series 63
Wapakoneta, OH
OSAIC
Joseph Green's 26 years of experience and credentials like PFS™ and Series 63 equip him to handle complex financial decisions in Wapakoneta, including local tax nuances. Working at OSAIC, a large firm with a comprehensive investment process, he offers flat-fee planning and consulting services, serving diverse clients such as executives and retirees, which distinguishes him from other advisors in the area.
Experience: 27 years
Avg account: $398,336
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William L
Series 66, Series 63
Wapakoneta, OH
J.P. Morgan Securities
William Lewis offers wealth management services in Wapakoneta, OH, backed by five years of experience and Series 63 and 66 licenses. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized reporting, he serves executives and business owners with a 0.30% annual AUM fee, distinguishing him through access to extensive resources and a broad client service approach.
Experience: 5 years
Avg account: $318,381
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Lois D
Series 66
Wapakoneta, OH
Edward Jones
Lois Davis at Edward Jones in Wapakoneta, OH, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, which can help navigate local tax nuances effectively. Affiliated with a large firm managing over $1 trillion in assets, she provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing her from advisors at smaller firms.
Experience: 2 years
Avg account: $246,728
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Anthony P
CFP®, Series 63
Wapakoneta, OH
Northrock Partners, LLC
Anthony Pondel's 33 years of experience and CFP® certification equip him to handle complex financial decisions in Wapakoneta, including local tax nuances. His firm, NorthRock Partners, offers a holistic wealth management program with flat-fee retirement plan consulting and serves high-net-worth clients, differentiating him through a diversified, asset-allocation approach and strong ties to tax and accounting professionals.
Experience: 34 years
Avg account: $2,520,339
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Clifford R
ChFC®, Series 63, Series 65
Wapakoneta, OH
LPL Financial
Clifford Rayburn's 39 years of experience and ChFC® designation equip him to handle complex financial needs in Wapakoneta, including local tax nuances and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he also brings added value through his insurance agency, distinguishing him from other advisors in the area.
Experience: 40 years
Avg account: $399,489
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