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Financial Services Near You

Financial services near you

Whether you are curious about investing in a new business or simply need a financial advisor to help you plan for your retirement, BBB is here to help. Search this list to find an Accredited financial services company near you.

 

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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.

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not BBB accredited
(727) 567-5296

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

KEMBA Financial Credit Union, Inc.

Credit Union, 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:

Central Ohio

  • Delaware County, OH
  • Fairfield County, OH
  • Franklin County, OH
  • Licking County, OH
  • Logan County, OH
  • Madison County, OH
  • Union County, OH
Accredited BusinessAccredited Business
(614) 235-2395

6230 W Broad St,
Columbus, OH 43213

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Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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.

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Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182436 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 183043 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182475 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182180 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182271 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182152 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182126 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182117 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182129 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182548 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182063 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182821 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

Comenity Capital Bank

Credit Cards and Plans, Debt Consolidation Services, 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:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(855) 506-2496

PO Box 182870 [R] COLUMBUS, OH 43218,
COLUMBUS, OH 43218

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Related financial services information

What is a financial advisor?

A financial advisor is an experienced individual or member of a financial services company who monitors your accounts and opportunities. Many financial advisors specialize in specific areas, such as retirements or investments. A financial advisor will look at the entirety of your financial status and the level of risk you are willing to take with certain investments to create a plan for your future. Other common reasons people seek a financial advisor include:

  • Instruction: Many people seek objective guidance. A financial advisor will analyze and then offer advice on how to use your accounts, whether to buy or sell assets or determine if you need to save more.
  • Goals: A financial advisor will create a short-term or long-term plan to help you achieve your financial goals, such as debt management, saving for retirement, or saving for a child's college fund.
  • Investments: Because financial advisors spend a lot of time studying the market, many are able to research current investment opportunities and offer suggestions on the best option. They will also consider your personal comfort level with making risky investments while determining your options.

 

Do I need a financial planner?

A financial planner can offer an objective viewpoint on your finances and help you determine which actions you should take. While many people may assume a financial planner is only useful in the event they are saving for retirement or making investments, there are actually many other reasons this financial service can ease the burden. The presence of a financial planner can make your situation feel more secure. Some of the top reasons people turn to financial planning include:

  • A life event changes your finances (such as an inheritance that you want to invest) or you realize you need to start saving for a goal (such as opening your own business)
  • Need objective advice from someone who will double-check your plans and keep you on track to achieve your goals
  • Unsure what to do with your finances or would prefer someone trained in financial services
  • Self-employed
  • Starting a family
  • Have a high-level income

 

Common types of financial services

 There are many types of financial services available to the average individual and business. Most financial services companies offer multiple services to their customers. Each brand of the main financial services can be broken further into subsets, categorized by individual roles. The majority of individuals will require the use of at least one (or all) of these services throughout their life. The five common types of financial services used fall under the following categories:

  • Banking: Commercial and personal checking, saving, and lending
  • Investing: 401(k) and stock market
  • Management: Advice from a financial planner or advisor
  • Insurance: Home, auto, health, etc.
  • Data management and resolution

Financial advisors can help you navigate through these different types of financial services as well as help you resolve any problems or questions you may come across. Many use the advice of either long-term or short-term financial planners to make the most out of each type of service at crucial points in their financial journey. 

 

For more information

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