OH · Findlay

Fiduciary advisors in Findlay, OH

4 advisors with offices in Findlay. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed

4 results in Findlay

Golden Reserve

Findlay, Ohio

Golden Reserve is a financial planning firm in Findlay, Ohio that specializes in retirement planning. The firm provides financial planning and investment management services alongside its core retirement planning focus. Golden Reserve holds a 5-star rating based on client reviews.

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Hixon Zuercher Capital Management

★5.0(4)

Findlay, Ohio

CFP

Hixon Zuercher Capital Management is based in Findlay, Ohio and provides financial planning and investment management services. The firm's advisors hold CFP credentials. They serve clients in English.

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Jackson Wealth Management, LLC

★4.9(30)

Findlay, Ohio

Investment Management Wealth Management

Jackson Wealth Management, LLC provides financial planning and investment management services to clients in Findlay, Ohio. The firm specializes in wealth management and investment strategy. With a 4.9-star rating across 30 Google reviews, the firm serves English-speaking clients in the area.

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Merrill Lynch Wealth Management

Findlay, Ohio

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management in Findlay, Ohio provides investment management and wealth management services. The firm offers financial planning and investment management to clients. As a wirehouse operation, it operates under the regulatory framework and compliance standards of a major financial institution.

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Financial advisors in Findlay, Ohio

Advisors serving Findlay specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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Golden Reserve

Hixon Zuercher Capital Management

Jackson Wealth Management, LLC

Merrill Lynch Wealth Management

Financial advisors in Findlay, Ohio

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