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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McCash Financial Group, LLC
Financial Services, Financial Planning Consultants, Life Insurance ...
Service Area
Serving the following areas:
All of AL<br>All of AZ<br>All of CA<br>All of FL<br>All of GA<br>All of IN<br>All of KY<br>All of MI<br>All of NC<br>All of OH<br>All of PA<br>All of SC<br>All of TX
- AL
- AZ
- CA
- FL
- GA
- IN
- KY
- MI
- NC
- OH
- PA
- SC
- TX
7540 Pingue Dr,
Columbus, OH 43085-1714
KEMBA Financial Credit Union, Inc.
Credit Union, Financial Services
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
6230 W Broad St,
Columbus, OH 43213
Raymond James & Associates, Inc.
Investment Security, Financial Services, Financial Planning Consultants ...
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 Profile8351 N High St Ste 148,
Columbus, OH 43235-1440
1747 Olentangy River Roadf Box 2023,
Columbus, OH 43212-2023
US Bank
Bank, Financial Services, Credit Cards and Plans ...
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 ProfileService Area
Serving the following areas:
- Afton, MN
- Albertville, MN
- Almelund, MN
- Andover, MN
- Annandale, MN
- Anoka, MN
- Antlers Park, MN
- Apple Valley, MN
- Arden Hills, MN
- Argonne, MN
- Bayport, MN
- Baytown, MN
- Becker, MN
- Belle Plaine, MN
- Bethel, MN
- Bible College, MN
- Big Lake, MN
- Birchwood, MN
- Blaine, MN
- Bloomington, MN
10 W Broad St Fl 12,
Columbus, OH 43215-3418
Boyer Financial Group
Financial Planning Consultants, Financial Services, Tax Consultant ...
Service Area
Serving the following areas:
- Worthington, OH
679 High St Ste G,
Worthington, OH 43085
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
2619 North High Street,
Columbus, OH 43202
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
1928 North High Street,
Columbus, OH 43201
1340 Windsor Ave,
Columbus, OH 43211-2852
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
1806 North High Street,
Columbus, OH 43201
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
2801 North High Street,
Columbus, OH 43202
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
3350 Indianola Avenue,
Columbus, OH 43214
1581 N High St,
Columbus, OH 43201-1122
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
1582 North High Street, #C6,
Columbus, OH 43201
The Huntington National Bank
Bank, Financial Services, Loans ...
Service Area
Serving the following areas:
- 02021
- 08022
- 13042
- 13617
- 14001
- 17501
- 17724
- 26215
- 27013
- 28716
- 28722
- 35049
- 35441
- 37311
- 37312
- 37320
- 37323
- 37364
- 42032
- 42211
2110 Tuttle Park Place,
Columbus, OH 43210
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
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.