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Top 30 financial advisors of 35 near 45848
Out of 400,000+ nationwide
Joel G
Series 66
Bluffton, OH
Edward Jones
Grant H
Series 66
Ottawa, OH
Edward Jones
Retirement income strategy
General estate planning guidance
Retirement withdrawal strategies
Wealth management
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
Scott H
Series 63
Ottawa, OH
Edward Jones
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
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
Brandon B
CFP®, Series 66
Bluffton, OH
Edward Jones
Charitable giving & philanthropy
Equity Recipients (RS/RSU, SOP, ESPP)
Business ownership considerations
Multi-generational wealth transfer
Wealth management
Founder/Business Owner
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
Orrie A
CFP®, ChFC®, Series 66
Bluffton, OH
Creative Financial Designs, Inc.
Jason C
Series 63, Series 65
Bluffton, OH
State Farm Investment Management Corp.
Garry P
ChFC®, Series 63
Ottawa, OH
State Farm Investment Management Corp.
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Top 30 financial advisors of 35 near 45848
Out of 400,000+ nationwide