3 advisors with offices in Lancaster. Credentials, fee structures, and minimums are disclosed on each listing.
Lancaster, Ohio
Golden Reserve is an investment advisory firm in Lancaster, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLancaster, Ohio
Royal Oak Financial Group in Lancaster, Ohio provides financial planning and investment management services alongside estate planning and elder law guidance. The firm assists clients across different life stages, from those beginning their financial planning to those in or approaching retirement, addressing matters such as wills, trusts, asset protection, long-term care planning, and related concerns. The firm has received a 5-star rating across 102 Google reviews.
View detailsLancaster, Ohio
Superior Retirement Solutions, founded in 2007 and based in Lancaster, Ohio, offers financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm, owned by Robert A. Richey (a licensed financial professional since 1996), emphasizes a comprehensive planning approach that addresses multiple life events and financial situations rather than individual transactions, and operates across multiple states with a team-based structure involving external specialists.
View detailsAdvisors serving Lancaster 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.