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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Boyer Financial Group
Financial Planning Consultants, Financial Services, Tax Consultant ...
Service Area
Serving the following areas:
- Worthington, OH
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
679 High St Ste G,
Worthington, OH 43085
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
1581 N High St,
Columbus, OH 43201-1122
GGM Financials, LLC
Financial Services, Financial Planning Consultants, Investment Advisory Services ...
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
3600 Olentangy River Rd Ste 501B 2nd Floor,
Columbus, OH 43214-3949
Peak Retirement Planning, Inc.
Retirement Planning Services, Financial Planning Consultants, Life Insurance ...
Service Area
Serving the following areas:
All of Ohio.
- OH
3600 Olentangy River Road, Building 501,
Columbus, OH 43214
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
527 Park St,
Columbus, OH 43215-2039
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
2740 Airport Dr Ste 180,
Columbus, OH 43219-2286
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
130 E Chestnut St,
Columbus, OH 43215-2543
Jones Lang LaSalle IP, Inc.
Commercial Real Estate, Property Management, Financial Services ...
Service Area
Serving the following areas:
- Franklin County, OH
- Columbus, OH
- Dublin, OH
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
375 N Front St Ste 100,
Columbus, OH 43215-2232
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
1325 Grandview Ave,
Columbus, OH 43212
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
Columbus, OH 43215-1032
Dennis & Nelson Insurance Group
Insurance Agency, Homeowners Insurance, Auto Insurance ...
Service Area
Serving the following areas:
- OH
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
66 E Lynn St,
Columbus, OH 43215-3541
Lawrence, Evans & Co., LLC
Business Consultant, Financial Services, Real Estate Investing ...
Service Area
Serving the following areas:
- Columbus, OH
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
88 E Broad St Ste 1750,
Columbus, OH 43215-3552
4200 Regent St Ste 200,
Columbus, OH 43219
Dehan Enterprises Insurance & Financial Services Agency LLC
Insurance Consultant, Financial Planning Consultants, Homeowners Insurance ...
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
762 E Main St,
Columbus, OH 43205-1715
Kovalcik & Geraghty Wealth Partners
Financial Planning Consultants, Financial Services, Investment Advisory Services ...
![not BBB accredited](https://m.bbb.org/terminuscontent/dist/img/non-ab-icon__300w.png?tx=w_80)
2074 Arlington Ave Ste A,
Columbus, OH 43221-4395
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.
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Accreditation and Ratings Overview
Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.
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.