Top financial advisors in Wooster, 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.
When you live in Wooster, OH, managing your finances means navigating local municipal income taxes that differ by city. Without an advisor familiar with these nuances, you might overlook tax-saving opportunities or face unexpected liabilities.
- Local tax expertise. Confirm how they incorporate Wooster's municipal taxes into your overall financial plan to avoid surprises.
- Comprehensive income strategies. Ask how they balance state, federal, and local tax impacts when advising on income and investments.
- Experience with regional regulations. Look for advisors who understand Ohio's specific tax rules and how they affect your financial goals.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to align strategies and optimize your tax situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ross C
Series 63, Series 66
Wooster, OH
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Ross Cochrell's 17 years of experience and Series 63 and 66 licenses equip him to navigate Wooster's local tax nuances, especially in retirement income and Social Security optimization. Operating within United Planners Financial Services, a large firm offering flat-fee options and an open-architecture platform, he serves established professionals and business owners, providing tailored wealth management with a focus on cash flow and budgeting.
Experience: 18 years
Avg account: $410,135
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Bradley F
Series 66
Wooster, OH
Fike Advisors, LLC
Bradley Fike offers expertise in general retirement and tax planning, wealth management, and estate guidance, making him well-suited for navigating Wooster's local tax nuances. His firm uses a blend of fundamental and technical analysis with American Funds mutual funds, providing flat-fee and hourly options, which may appeal to clients seeking flexible fee structures and personalized financial planning in Wooster, OH.
Experience: 16 years
Avg account: $142,444
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James J
CFP®, Series 66
Wooster, OH
Edward Jones
James Jones, a CFP® with 18 years of experience at Edward Jones in Wooster, OH, offers expertise in wealth management and tax-loss harvesting, which is valuable for navigating local municipal income taxes. His affiliation with a large firm managing over $1 trillion in assets provides access to diverse advisory programs and resources, distinguishing him from advisors at smaller firms.
Experience: 18 years
Avg account: $246,728
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Lisa R
Series 66
Wooster, OH
STIFEL
Lisa Reichert's 13 years of experience and Series 66 designation equip her to address Wooster's unique municipal tax challenges within retirement and income planning. Working at Stifel, a large firm with a proprietary investment methodology, she supports a diverse client base including individuals and institutions, which may offer broader resources compared to smaller local advisors.
Experience: 13 years
Avg account: $773,556
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Kathy M
Wooster, OH
Stratos Wealth Partners, Ltd
Kathy Martin's 14 years of experience and expertise in wealth management and tax-loss harvesting make her well-equipped to address Wooster's unique municipal tax challenges. Working with Stratos Wealth Partners, a large firm offering flat-fee financial planning and an open-architecture investment approach, she supports diverse client types including business owners and executives, providing both active portfolio management and model-based solutions.
Experience: 15 years
Avg account: $706,728
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