OH · Genoa

Fiduciary advisors in Genoa, OH

1 advisor with offices in Genoa. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Genoa

GenoaFinancial

Genoa, Ohio

GenoaFinancial, based in Genoa, Ohio, offers brokerage accounts, retirement plan rollovers, managed investments, individual securities, mutual funds, annuities, education savings, and insurance products through LPL Financial. The firm is led by Aaron Moore (CFP®, Vice President) and includes Financial Consultants Jordan Moore (CFP®, ChFC®) and Brittany Griffin, all holding FINRA licenses and serving as LPL Investment Advisor Representatives. Services are available by free initial consultation and address retirement planning, college funding, and general financial goal-setting for individuals.

View details

Financial advisors in Genoa, Ohio

Advisors serving Genoa 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.

Back to all Ohio advisors