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Top 30 financial advisors of 165 near 45817
Out of 400,000+ nationwide
Eric M
Series 66
Findlay, OH
Edward Jones
Andrew L
CFP®, Series 66
Lima, OH
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
Grant H
Series 66
Ottawa, OH
Edward Jones
Retirement income strategy
General estate planning guidance
Retirement withdrawal strategies
Wealth management
Cameron L
Series 66
Lima, OH
Edward Jones
Wealth management
ESG / Sustainable investing
Founder/Business Owner
Financial Professional
Values-based investing
Religious/faith focused
Adam H
CFP®, Series 66
Ottawa, OH
Edward Jones
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
General estate planning guidance
Wealth management
Andrew S
CFP®, Series 66
Findlay, OH
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
Divorce financial planning
General estate planning guidance
Retirement withdrawal strategies
Circe K
CFP®, Series 66
Ottawa, OH
Edward Jones
Retirement income strategy
Business exit / sale strategy
Business succession planning
General estate planning guidance
Planning for children with special needs
Intergenerational Families
Annika L
CFP®, Series 66
Findlay, OH
Edward Jones
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Multi-generational wealth transfer
Founder/Business Owner
Doctor or Medical Professional
Scott H
Series 63
Ottawa, OH
Edward Jones
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
Zachary B
CFP®, Series 66
Glandorf, OH
Edward Jones
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
General estate planning guidance
Founder/Business Owner
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Top 30 financial advisors of 165 near 45817
Out of 400,000+ nationwide