Best Financial Advisors in Youngstown

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Youngstown, OH

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––

Price: Free consultation

Baxter Associates logo
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License Verified:

License: 1022125

Investment Adviser Public Disclosure Database, SEC

Baxter Associates

54 Westchester Drive, Suite 2, Austintown, OH 44515
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Baxter Associates caters to clients in Youngstown and the surrounding areas. The full-service firm helps them reach their financial goals, offering a variety of products and services. Its team walks clients through a step-by-step process while developing customized financial programs for them. Some of its services are tax and investment management, insurance and annuities, retirement strategies, and estate conservation. Alan Baxter established the firm in 1984. He is a Certified Financial Planner, a Certified Public Accountant, and an Investment Advisory Representative.

License Verified:

License: 1022125

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Beard Pension Services, Inc. logo
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Beard Pension Services, Inc.

3701 Boardman Canfield Road, Suite 1, Canfield, OH 44406
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Beard Pension Services, Inc., has been catering to the financial planning needs of families and businesses since 1984. Serving areas like Youngstown, the firm provides solutions like retirement income strategies, asset protection plans, income tax minimization, and debt management. Its advisors help clients in fulfilling goals like growing a business, building a career, sending children to college, and preparing for retirement. Team member James Rafoth is an attorney, CPA, and CFP who joined the company in 1991.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––
Bury Financial Group logo
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License Verified:

License: 2501854

Investment Adviser Public Disclosure Database, SEC

Bury Financial Group

7620 Market Street, Suite 5, Youngstown, OH 44512
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  • Certified Financial Planner (CFP)

Business Description

Bury Financial Group serves individuals, families, and small businesses in the Youngstown area. Its team helps clients achieve their financial objectives by implementing strategies around rollover IRAs, stocks, bonds, variable annuities, and 529 plans. It also guides clients in matters like estate preservation, pension maximization, and life and disability insurance. The company assists business owners with their age-weighted profit sharing, business continuation, and SEP plan needs. Bury Financial Group has been serving the community since 1992.

License Verified:

License: 2501854

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Efs Investment Advisors LLC logo
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Efs Investment Advisors LLC

6923 Lowmiller Road, Minerva, OH 44657
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Business Description

EFS Investment Advisors LLC serves individuals, executives, and business owners in and around the Youngstown area. Its team develops financial plans for clients seeking assistance in preparing for retirement, protecting assets, and managing investments. The firm also offers business planning services covering exit strategies and succession procedures. Other services include education planning and debt management. Richard Wunderlich, the company's managing member, is a CPA with more than four decades of experience in the industry.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Ellsworth Advisors logo
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Ellsworth Advisors

1764 Georgetown Road, Hudson, OH 44236
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  • Certified Financial Planner (CFP)

Business Description

Ellsworth Advisors is a firm that serves the Youngstown area and its surrounding metros. It addresses clients' financial needs and concerns by providing them with a wide array of services, such as corporate retirement planning and wealth management. In addition, it offers assistance in matters that relate to business valuations, plan development and maintenance, and private real estate investing. Its senior vice president, Dave Jakubowski, has been in the industry for more than 25 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Gem Young logo
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License Verified:

License: 171340

Investment Adviser Public Disclosure Database, SEC

Gem Young

3792 Starr Centre Drive, Canfield, OH 44406
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  • Private Wealth Advisor

Business Description

Gem Young is a family-owned and family-operated insurance and financial planning agency serving clients in Youngstown and nearby areas. It helps individuals, families, and businesses achieve their financial objectives through risk analysis, insurance products, retirement planning, and investment management. As an independently owned agency, it represents a variety of insurance carriers, including Grange, Auto-Owners, Safeco, and Liberty Mutual. Gem Young has been active in the financial services industry since 1947. It is also licensed to operate in Arizona, Florida, and Pennsylvania.

License Verified:

License: 171340

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
5.0 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
HBKS Wealth Advisors logo
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HBKS Wealth Advisors

6603 Summit Drive, Canfield, OH 44406
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  • Certified Financial Planner (CFP)

Business Description

HBKS Wealth Advisors offers comprehensive financial consulting solutions to individuals and businesses in and around Youngstown. Its financial advisors help clients manage, grow, and protect their wealth, as well as plan and prepare for their short-term or long-term financial goals. Services include investment management, insurance review and analysis, asset and income protection, estate and trust administration, and tax guidance. Likewise, it assists clients in planning for retirement, business succession, and wealth transfer. The firm was established in 2001.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Jericho Financial logo
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Jericho Financial

8166 Market Street, Suite D, Boardman, OH 44512
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  • Certified Financial Planner (CFP)

Business Description

Jericho Financial is a team of advisors that serves Youngstown and the surrounding locations. They develop wealth-building strategies and advise clients regarding lending agreements for major purchases, liquidity plans, and philanthropic strategies. They also conduct behavioral spending and market investment assessments and craft financial plans that consider clients' long-term goals, whether retirement income or education funds. Jericho Financial has been in service since 2017. It has offices in Boardman and Westerville.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Mersol Financial Solutions, LLC logo
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Mersol Financial Solutions, LLC

33 Sheridan Rd, STE A, Poland, OH 44514
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  • Certified Financial Planner (CFP)

Business Description

Mersol Financial Solutions, LLC, has been serving clients in the Youngstown metro and neighboring areas for more than 25 years. It provides financial planning and investment management services. Its team formulates charitable, estate, disability and long-term care, and retirement income plans. Founder and CEO Joseph M. Mersol, a retired Major, is a lifetime member of the Million Dollar Round Table. He also holds various designations, including CLU, ChFC, CAP, RICP, CASL, and ChSNC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pointer Creek Wealth Management logo
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Pointer Creek Wealth Management

201 S Broad St, Canfield, OH 44406
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  • Certified Financial Planner (CFP)

Business Description

Pointer Creek Wealth Management is a firm that serves the Youngstown community and its surrounding areas. It helps clients deal with their financial needs and concerns by providing them with different services that include entity risk management analysis and company benefit benchmarking. It also offers estate, sudden wealth, retirement income, business succession, and career transition planning. One of its advisors, Bryan M. Renner, is a Certified Financial Planner that has been in the industry for over 20 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Schroedel, Scullin & Bestic, LLC logo
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Schroedel, Scullin & Bestic, LLC

196 N. Broad Street, Canfield, OH 44406
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  • Estate Planning
  • Tax Preparation
  • Tax Planning

Business Description

Schroedel, Scullin & Bestic, LLC, is a locally owned and operated firm that has been serving Youngstown and its surrounding areas for more than 40 years. It helps clients deal with their financial needs and concerns by offering them a wide array of services that aids them with matters relating to business, estate, multistate, and individual tax, as well as sales and payrolls. In addition, it provides consulting services on affairs that involve wealth management, small businesses, and retirement.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Square Focus Wealth Strategies logo
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Square Focus Wealth Strategies

945 Windham Crt. Suite #5, Youngstown, OH 44512
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Square Focus Wealth Strategies delivers financial advisory solutions to clients in Youngstown. The firm works with families and individuals who seek to maintain monetary stability in the event of sudden disability, shifts in fortunes, and retirement. It gives advice on the pros and cons of various products, such as life insurance, annuities, and mutual funds. Advisor Christopher N. DePaola is a retirement income certified professional who spends his time off advocating animal welfare.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The J. Arnold Wealth Management Company logo
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License Verified:

License: 4299647

Investment Adviser Public Disclosure Database, SEC

The J. Arnold Wealth Management Company

8040 Market St, Youngstown, OH 44512
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  • Certified Financial Planner (CFP)

Business Description

The J. Arnold Wealth Management Company serves clients in Youngstown and nearby areas. In order to generate financial strategies for its clients, the firm collaborates with behavioral investment strategists and technical analysts. It also provides wealth management services to address its clients' complex financial challenges. In the past 20 years, the firm has served more than 2,600 clients. Jon P. Arnold, the firm’s co-founder, has over 21 years of experience. He also received the AIG Platinum Advisor Award in 2011 and 2017.

License Verified:

License: 4299647

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Wealth Advisory Group of DiLauro Wracher & Thomas logo
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The Wealth Advisory Group of DiLauro Wracher & Thomas

755 Boardman-Canfield Road Building F, Suite 4, Boardman, OH 44512
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  • Certified Financial Planner (CFP)

Business Description

The Wealth Advisory Group of DiLauro Wracher & Thomas assists clients in different areas of planning involving nonprofits, retirement, families, small businesses, and structured settlements. It serves customers in Youngstown and its surrounding communities. The individualized process includes determining personal and financial goals, presenting strategies, and coordinating with the client's CPA and attorney to tailor the plan. Its team continuously monitors the account and produces progress reports. The firm supports organizations like the American Cancer Society and Revere Schools Foundation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Total Financial Management logo
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Total Financial Management

207 South Main Street, Poland, OH 44514
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Total Financial Management serves Youngstown residents who need wealth management advice. The firm counsels clients on the management of their investment portfolios and takes into consideration their assets, liabilities, life goals, and tax situations. The team formulates plans to reduce internal revenue contributions due and keeps customers informed about contemporary developments in IRS regulations and practices. Total Financial Management is staffed by CPAs and CFPs. It employs Accredited Investment Fiduciary Analysts for specialized scenarios.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
WRS Wealth Advisors logo
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WRS Wealth Advisors

8286 South Avenue Building A, Boardman, OH 44512
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  • Certified Financial Planner (CFP)

Business Description

WRS Wealth Advisors is a firm that serves the Youngstown area. It offers comprehensive and limited scope planning services to help people address specific financial concerns, including college funding and retirement. It also assists clients in accumulating and managing assets by utilizing bonds, ETFs, mutual funds, stocks, and alternative investments. In addition, it offers traditional insurance products to mitigate clients' exposure to financial risks. The firm’s team of advisors shares over 70 years of combined industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS