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Top 30 financial advisors of 55 near 45822
Out of 400,000+ nationwide
Travis E
Series 66
St. Marys, OH
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Ryan L
Series 66
St Henry, OH
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Wealth management
Founder/Business Owner
Lori H
Series 66
Coldwater, OH
Edward Jones
Trisha B
Series 66
St Marys, OH
Edward Jones
Retirement income strategy
Business exit / sale strategy
Business ownership considerations
General estate planning guidance
Wealth management
Christopher M
Series 63
Celina, OH
Edward Jones
Jenson M
Series 66
St. Marys, OH
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
James H
Series 66
Celina, OH
Edward Jones
Charitable giving & philanthropy
General estate planning guidance
Retirement income strategy
Wealth management
Eric M
Series 66
Celina, OH
Edward Jones
Retirement income strategy
General retirement planning
ESG / Sustainable investing
Values-based investing
Religious/faith focused
Molly S
Series 66
Celina, OH
Edward Jones
Retirement income strategy
General retirement planning
Tuan P
Series 63, Series 65
Celina, OH
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Top 30 financial advisors of 55 near 45822
Out of 400,000+ nationwide