Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
My BBB
Better Business Bureau®
For Businesses

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Wealth Management

Showing: 368 results for Wealth Management
near Galion, OH

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Distance
  • Rating

3D Private Wealth Advisors

Wealth Management, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Marion, OH
not BBB accredited
(740) 387-0111

165 W Center St Ste 301,
Marion, OH 43302-3741

Stock Yards Bank and Trust Company

Bank, Financial Services, Loans ...

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:

<p>58 Branches in Kentucky; 9 Branches in Indiana and 5 Branches in Ohio</p><p>For a location near you: <a href="https://locations.syb.com/index.html">https://locations.syb.com/index.html</a></p>

  • Boone County, KY
  • Bracken County, KY
  • Bullitt County, KY
  • Campbell County, KY
  • Clark County, IN
  • Clermont County, OH
  • Fayette County, KY
  • Floyd County, IN
  • Franklin County, KY
  • Gallatin County, KY
  • Grant County, KY
  • Hamilton County, IN
  • Hamilton County, OH
  • Hancock County, IN
  • Harrison County, IN
  • Hendricks County, IN
  • Jefferson County, KY
  • Johnson County, IN
  • Kenton County, KY
  • Marion County, IN
not BBB accredited
(502) 582-2571

131 S Prospect St Ste 104,
Marion, OH 43302-3743

Lighthouse Wealth Management, Inc.

Wealth Management

BBB Rating: A+
Service Area

Serving the following areas:

  • 43006
  • 43014
  • 43019
  • 43349
  • 44049
  • 44050
  • 44074
  • 44090
  • 44214
  • 44215
  • 44217
  • 44235
  • 44251
  • 44253
  • 44254
  • 44256
  • 44258
  • 44270
  • 44273
  • 44275
not BBB accredited
(419) 496-0016

1078 Commerce Pkwy.,
Ashland, OH 44805

Stein, Olsen & Stang, LLC

Accounting, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
not BBB accredited
(419) 668-0332

19 E Main St Ste 104,
Norwalk, OH 44857-1548

Shaffer Capital LLC

Investment Management, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

<br />

  • OH
Accredited BusinessAccredited Business
(614) 891-1200

550 Polaris Pkwy Ste 130,
Westerville, OH 43082-7299

Get a Quote

Swisher Financial Concepts Inc

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

BBB Rating: A+
Service Area

Serving the following areas:

  • 43001
  • 43002
  • 43003
  • 43004
  • 43005
  • 43006
  • 43007
  • 43008
  • 43009
  • 43010
  • 43011
  • 43013
  • 43014
  • 43015
  • 43016
  • 43017
  • 43018
  • 43019
  • 43021
  • 43022
not BBB accredited
(614) 890-1930

612 Office Pkwy Ste B,
Westerville, OH 43082-8293

Jericho Financial, LLP

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

BBB Rating: A+
Service Area

Serving the following areas:

  • OH
not BBB accredited
(614) 948-0039

38 Commerce Park Dr Ste A,
Westerville, OH 43082-7257

Rivers Lidke Graham Financial Group

Financial Planning Consultants, Financial Services, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Columbus, OH
not BBB accredited
(614) 601-6150

9039 Antares Ave Ste H2,
Columbus, OH 43240-4100

Freewood Private Wealth Management, LLC

Investment Management, Financial Consultants, Wealth Management

BBB Rating: A+
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
not BBB accredited
(614) 450-2850

3915 Hampshire Ave,
Powell, OH 43065-7789

Swartzentruber Wealth Management

Wealth Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Wayne County, OH
not BBB accredited
(330) 264-2328

543 Riffel Rd,
Wooster, OH 44691-8591

Stock Yards Bank and Trust Company

Bank, Financial Services, Loans ...

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:

<p>58 Branches in Kentucky; 9 Branches in Indiana and 5 Branches in Ohio</p><p>For a location near you: <a href="https://locations.syb.com/index.html">https://locations.syb.com/index.html</a></p>

  • Boone County, KY
  • Bracken County, KY
  • Bullitt County, KY
  • Campbell County, KY
  • Clark County, IN
  • Clermont County, OH
  • Fayette County, KY
  • Floyd County, IN
  • Franklin County, KY
  • Gallatin County, KY
  • Grant County, KY
  • Hamilton County, IN
  • Hamilton County, OH
  • Hancock County, IN
  • Harrison County, IN
  • Hendricks County, IN
  • Jefferson County, KY
  • Johnson County, IN
  • Kenton County, KY
  • Marion County, IN
not BBB accredited
(502) 582-2571

975 Worthington Woods Loop Rd,
Worthington, OH 43085-5743

G A Gummer & Assoc, Inc.

Investment Advisory Services, Wealth Management

BBB Rating: A+
not BBB accredited
(614) 855-2274

7076 Sandimark Place,
Westerville, OH 43081

Eischen Financial Group

Financial Planning Consultants, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Adams Mills, OH
  • Adamsville, OH
  • Adelphi, OH
  • Albany, OH
  • Alexandria, OH
  • Allensville, OH
  • Amanda, OH
  • Amesville, OH
  • Amlin, OH
  • Ashley, OH
  • Ashville, OH
  • Athens, OH
  • Bainbridge, OH
  • Bakersville, OH
  • Baltimore, OH
  • Belle Center, OH
  • Bellefontaine, OH
  • Bexley, OH
  • Blacklick, OH
  • Bladensburg, OH
not BBB accredited
(614) 221-2211

501 W Schrock Rd Ste 400,
Westerville, OH 43081-8035

Harvard Options

Investment Advisory Services, Wealth Management

Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
not BBB accredited

355 E Campus View Blvd Ste 160,
Columbus, OH 43235-5616

Peachtree Investment Group

Investment Advisory Services, Wealth Management

BBB Rating: A+
not BBB accredited
(614) 294-2868

352 Peachtree Ct,
Westerville, OH 43081-4714

Related Categories

Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.