Top financial advisors in Warren, 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 seek a financial advisor in Warren, OH when you face complex tax situations, such as navigating municipal income taxes that differ by city. Without local expertise, it's easy to overlook these city-specific taxes, which can affect your overall financial plan.
- Local tax knowledge. Confirm how the advisor accounts for Warren's municipal taxes in your strategy to avoid unexpected liabilities.
- Experience with diverse firms. Ask about their background working with various financial institutions to understand how that shapes their advice.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that impacts your costs.
- Client age focus. Inquire if they have experience advising clients in your generation, as financial needs can vary widely by age.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas S
Series 63
Warren, OH
Ameriprise
Thomas Shortreed specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Warren, OH. With 28 years of experience at Ameriprise, a large firm known for tax-efficient withdrawal strategies and customized recommendation reports, he offers a 0.15% AUM fee and a unique client profiling approach that distinguishes him from other advisors.
Experience: 28 years
Avg account: $471,167
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Joshua M
Series 66, Series 65
Warren, OH
CWA Asset Management Group
Joshua Miller's 18 years of experience and expertise in tax-loss harvesting and retirement income strategy equip him to handle Warren, OH's complex municipal tax landscape effectively. As an independent advisor at CWA Asset Management Group, he serves high-net-worth clients with a flat-fee or negotiated fee structure, offering personalized financial planning and family office services that emphasize tax-aware strategies and global diversification.
Experience: 18 years
Avg account: $2,267,953
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Lindsay W
Series 65
Warren, OH
TSG Advice Partners, LLC
Lindsay Wolf's 23 years of experience and Series 65 credential equip her to navigate Warren's complex municipal tax landscape, especially through TSG Advice Partners' integrated tax preparation and legal referral services. Her flat-fee structure and focus on ETF-based model portfolios distinguish her from others, while her background as a founder and business owner adds practical insight for clients seeking comprehensive retirement and investment strategies.
Experience: 23 years
Avg account: $742,844
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Karen S
Series 63, Series 65
Warren, OH
LPL Financial
Karen Sandrella's seven years of experience and Series 63 and 65 credentials equip her to navigate Warren's complex municipal tax landscape effectively. Affiliated with LPL Financial, a large firm offering both flat and hourly fee structures, she brings diverse institutional experience from JPMorgan Chase and Liberty Mutual, providing clients with a broad perspective on financial planning and consulting.
Experience: 7 years
Avg account: $399,489
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Phillip N
Series 66
Warren, OH
Equitable Advisors
Phillip Natale's 21 years of experience and Series 66 designation equip him to address complex financial needs in Warren, OH, including retirement income and Social Security optimization for Baby Boomers. Working with Equitable Advisors, a large firm serving high-net-worth clients, he offers flexible fee structures and access to diverse investment platforms, distinguishing him from advisors with smaller firm affiliations or narrower client focuses.
Experience: 21 years
Avg account: $570,841
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