OH · Upper Sandusky

Fiduciary advisors in Upper Sandusky, OH

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

1 listed Low coverage · not indexed

1 results in Upper Sandusky

Chad Baker, Financial Advisor - Eagle Strategies

Upper Sandusky, Ohio

Retirement Planning Investment Management

Chad Baker's financial advisory practice in Upper Sandusky, Ohio offers financial planning with a focus on retirement planning and investment management. Chad holds CFP and ChFC certifications along with FINRA Series 6, 63, 65, and 7 licenses, and has 25 years of experience advising individuals and business owners. His approach emphasizes building long-term financial plans through prudent asset allocation and diversification, addressing investing, asset protection, retirement income, and estate planning. The firm is staffed by advisors with relevant insurance and financial services credentials.

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Financial advisors in Upper Sandusky, Ohio

Advisors serving Upper Sandusky 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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