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Financial Consultants Near You

If you’re looking for help managing your finances, you may be looking for a financial advisor. To find a financial advisor near you, search the list below. To search only BBB Accredited businesses, use the filter.

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Raymond James & Associates, Inc.

Investment Security, Financial Services, Financial Planning Consultants ...

BBB Rating: B

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(727) 567-5296

8351 N High St Ste 148,
Columbus, OH 43235-1440

Invest2Give

Financial Consultants, Online Education, Online Trading School ...

BBB Rating: A+
Service Area

Serving the following areas:

<p>International</p><p>Blacklick, Ohio. Columbus, Ohio.&nbsp;</p>

  • Fairfield County, OH
  • Franklin County, OH
  • Licking County, OH
  • Blacklick, OH
  • Columbus, OH
  • OH
  • USA
Accredited BusinessAccredited Business
(614) 285-4727

4182 Worth Ave # I-115,
Columbus, OH 43219-1535

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Boyer Financial Group

Financial Planning Consultants, Financial Services, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Worthington, OH
not BBB accredited
(614) 396-9754

679 High St Ste G,
Worthington, OH 43085

Capital City Funding

Loans, Moving Companies, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Franklin County, OH
not BBB accredited
(614) 948-7168

1581 N High St,
Columbus, OH 43201-1122

Mark Beebe and Associates

Business Consultants, Financial Consultants

BBB Rating: A-
not BBB accredited
(614) 327-4195

938 Dennison Ave.,
Columbus, OH 43201

Morningstar Consultants Inc.

Financial Consultants, Investment Advisory Services, Asset Management

BBB Rating: A-
not BBB accredited
(614) 253-2762

2053 N. 4th St.,
Columbus, OH 43201

GGM Financials, LLC

Financial Services, Financial Planning Consultants, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Franklin County, OH
not BBB accredited
(614) 310-2400

3600 Olentangy River Rd Ste 501B 2nd Floor,
Columbus, OH 43214-3949

Peak Retirement Planning, Inc.

Retirement Planning Services, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

All of Ohio.

  • USA
Accredited BusinessAccredited Business
(614) 500-4121

3600 Olentangy River Road, Building 501,
Columbus, OH 43214

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Karsatos Financial Network

Portfolios, Financial Consultants

not BBB accredited

527 Park St,
Columbus, OH 43215-2039

Charles E Harris & Associates Inc.

Accounting, Accountant, Payroll Services ...

BBB Rating: A+
not BBB accredited

2740 Airport Dr Ste 180,
Columbus, OH 43219-2286

Jones Lang LaSalle IP, Inc.

Commercial Real Estate, Property Management, Financial Services ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Franklin County, OH
  • Columbus, OH
  • Dublin, OH
not BBB accredited
(614) 460-4444

375 N Front St Ste 100,
Columbus, OH 43215-2232

MB Hero Advisers LLC

Financial Consultants, Investigator

BBB Rating: A
not BBB accredited
(614) 859-5871

130 E Chestnut St,
Columbus, OH 43215-2543

The Chartist Academy

Financial Consultants

BBB Rating: A-
not BBB accredited
(614) 745-0035

1325 Grandview Ave,
Columbus, OH 43212

New Resource Solutions, LLC

Renewable Energy, Financial Services, Energy Service Company ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Athens County, OH
  • Franklin County, OH
not BBB accredited
(614) 832-7512

35 N 4th St Ste 340,
Columbus, OH 43215-3646

Karsatos Financial Network

Portfolios, Financial Consultants

not BBB accredited

Columbus, OH 43215-1032

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More information about financial advisors

When looking for a financial advisor, one of the most important things is trust. This is a person who will be advising you on your money and also have access to all your financial information, so finding someone you feel comfortable with is crucial.

Start by talking to friends, family, and colleagues about their experiences and see if they have any recommendations. You can also check for reviews and complaints on BBB.org.

There are many factors to consider when choosing a financial advisor.

Are you looking for general help to manage your finances more effectively? Or do you have certain goals – like saving for retirement or a child’s college fund – that you want to work toward? Are you interested in venturing into the stock market and starting to invest?

These are all reasons you might want to find a financial advisor to help guide you.

Once you know what you need help with, it’s time to find the right person.

The first step is to decide what type of advisor you want – a fee-only advisor or a commission-based advisor.

Forbes.com explains that fee-only financial advisors charge you a fee for their services, while commission-based advisors make their money through sales commissions from third parties.

Fee-only advisors may charge you an hourly rate, a flat rate, or a percentage of the assets they manage. This helps them avoid conflicts of interest.

Financial advisors who earn commissions may cost you less (or nothing) upfront, but keep in mind that they make their money by selling you third-party products. This does not mean you won’t benefit from the products, but you should keep that in mind as a factor.

 

For more information

Find other financial services near you.

Visit BBB Money HQ