Find Top Financial Advisors in Sylvania, Ohio

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Sylvania, Ohio
Last Updated - 17-Mar-2023

Sylvania has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Sylvania, Ohio have an average of 16 years of experience.

NOTE: The list of financial advisors in Sylvania, Ohio mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Sylvania, Ohio.

Qualified Financial Advisors in Sylvania, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Karla Stanton
1645 Indian Wood Circle,
Maumee, OH 43537
16 Not Specified $100,000 Fee-Based

Information on Qualified Financial Advisors in Sylvania

Qualifications CRD# 4885960
Firm CRD# 14303
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 1645 Indian Wood Circle,
Phone Number 419-794-0550

As the mother of three active children, Karla understands the challenges families face in balancing daily life while saving for the future, and she believes that developing a financial plan can be the roadmap every family needs to gain confidence in driving their financial future. Karla provides clients with comprehensive financial planning, investment management programs, and insurance-related services.
As an active member of the Lenawee County community for over twenty years, Karla currently resides with her family at Devils Lake. She holds a Bachelor of Arts degree in Marketing from Siena Heights University where she served as president of Student Senate.
Karla is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation.

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER and an Accredited Investment Fiduciary®.
John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation.
The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations.
Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans.
You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning

Top Financial Advisor Firms in Sylvania, Ohio (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
5520 Monroe Street , Suite B,
Sylvania, OH 43560
$3,377,952,718 4387 A percentage of AUM
Hourly charges
Fixed fees
6711 Monroe St. , Building Iv, Suite A,
Sylvania, OH 43560
$2,675,948,914 2479 A percentage of AUM
Fixed fees

    List of Additional Advisors in Sylvania, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Fifth Third Preferred
    Inquire with Fifth
    5833 Monroe Street, Sylvania, OH  43560 419-318-5534
    Allstate Personal Financial Representative: Jeffrey Little
    Inquire with Allstate
    6616 Monroe St, Ste 10, Sylvania, OH  43560 510-435-2000
    Robert Loeb, CFP
    Inquire with Robert
    5757 Monroe Street, Sylvania, OH  43560 419-318-5236
    Rachel Keesey
    Inquire with Rachel
    5757 Monroe Street, Sylvania, OH  43560 419-318-5064
    Sylvania, OH Branch Office
    Inquire with Sylvania,
    5757 Monroe Street, Sylvania, OH  43560 419-318-5100
    Cocke Seffernick Wealth Management
    Inquire with Cocke
    5757 Monroe Street, Sylvania, OH  43560 419-318-5126
    Summit Wealth Management Group
    Inquire with Summit
    5757 Monroe Street, Sylvania, OH  43560 419-318-5117
    John Spengler
    Inquire with John
    5757 Monroe Street, Sylvania, OH  43560 419-318-5234
    Thomas Gagnet
    Inquire with Thomas
    5757 Monroe Street, Sylvania, OH  43560 419-318-5019
    Green Dolgin Wealth Management
    Inquire with Green
    5757 Monroe Street, Sylvania, OH  43560 419-318-5123
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?