Top financial advisors in Youngstown, 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 Youngstown, OH, and are navigating financial decisions, you might face unique challenges like municipal income taxes that differ by city. Without an advisor familiar with these local tax nuances, you could miss opportunities to optimize your tax situation.
- Local tax expertise. Confirm how the advisor accounts for Youngstown's municipal taxes in your financial plan.
- Experience with regional regulations. Ask how they integrate Ohio-specific rules into investment and retirement strategies.
- Coordination with local professionals. Check if they collaborate with area tax preparers or attorneys to ensure comprehensive advice.
- Adaptation to changing laws. Inquire how they stay updated on local tax changes that could affect your finances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey P
Series 66
Youngstown, OH
Verity Asset Management
Jeffrey Potter's 21 years of experience and Series 66 designation equip him to navigate Youngstown's unique municipal tax landscape, integrating local regulations into his financial planning. His firm, Verity Asset Management, offers a model-driven investment approach with tactical asset allocation and flat-fee financial planning options, distinguishing him from others by combining seasoned expertise with flexible fee structures and a focus on diverse asset classes.
Experience: 21 years
Avg account: $145,771
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James A
Series 66
Youngstown, OH
J.P. Morgan Securities
James Aeppli offers wealth management services in Youngstown, OH, backed by his Series 66 credential and four years of industry experience. Working at J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, he provides access to extensive resources and a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 4 years
Avg account: $318,381
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Edward K
Series 65
Ashland, OH
Centaurus Financial, Inc.
Edward Klesack brings 43 years of experience and local expertise in Youngstown, OH, making him well-equipped to navigate municipal income taxes and Ohio-specific regulations. As a Series 65-licensed advisor at Centaurus Financial, Inc., a large firm serving diverse clients, he offers flexible fee structures and additional services like health insurance, distinguishing him from other advisors in the area.
Experience: 44 years
Avg account: $213,989
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Emily S
Series 65
Youngstown, OH
Edelman Financial Engines
Emily Stark offers expertise in retirement income strategy and tax-loss harvesting, which is valuable for navigating Youngstown's unique municipal tax environment. Working with Edelman Financial Engines, a large firm known for technology-enabled investment advisory services and flexible flat-fee options, she supports both customized portfolios and online advice, providing a range of service levels compared to other local advisors.
Experience: 0 years
Avg account: $375,508
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Daniel H
Series 63
Youngstown, OH
Cetera
Daniel Henry's 25 years of experience and Series 63 designation equip him to navigate Youngstown's unique municipal tax landscape, especially for clients focused on wealth management and retirement plans for business owners. Operating within Cetera, a large firm with a broad client base, he offers flexible flat-fee and hourly consulting options, distinguishing him from advisors with more rigid fee structures.
Experience: 25 years
Avg account: $306,089
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