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.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
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|
CFP®, AIF®, ChFC®
ENGLER, GARROW & ROTH, LTD
1645 Indian Wood Circle,
Maumee, OH 43537
Firm CRD# 14303
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
1645 Indian Wood Circle,
OH 43537 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.
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|
|VENTURE VISIONARY PARTNERS LLC
5520 Monroe Street , Suite B,
Sylvania, OH 43560
A percentage of AUM
|SJS INVESTMENT SERVICES
6711 Monroe St. , Building Iv, Suite A,
Sylvania, OH 43560
A percentage of AUM
* 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|
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|
Inquire with John
|5757 Monroe Street, Sylvania, OH 43560||419-318-5234|
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|
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?