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Top 30 financial advisors of 76 near 45895
Out of 400,000+ nationwide
Carter S
Series 66
Wapakoneta, OH
Edward Jones
Retirement income strategy
Business ownership considerations
Real estate investing
Founder/Business Owner
Intergenerational Families
Travis E
Series 66
St. Marys, OH
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Andrew L
CFP®, Series 66
Lima, OH
Edward Jones
Retirement income strategy
General retirement planning
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
Stephanie M
Series 66
Lima, OH
Edward Jones
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Retirement income strategy
Wealth management
Tony S
Series 63, Series 66
Wapakoneta, OH
Edward Jones
Charitable giving tax strategies
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement income strategy
Wealth management
Jeffrey O
Series 63, Series 65
Wapakoneta, OH
Edward Jones
Retirement income strategy
General retirement planning
General estate planning guidance
Multi-generational wealth transfer
Women Professionals
Jenson M
Series 66
St. Marys, OH
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
Jason C
Series 66
Anna, OH
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
General retirement planning
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
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Top 30 financial advisors of 76 near 45895
Out of 400,000+ nationwide