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Financial Advisors in Lancaster, OH

How to choose a financial advisor in Lancaster

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Debra Sharp

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

Lancaster, OH

ProfileNo contact yet

James Lewis

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

Lancaster, OH

ProfileNo contact yet

Thomas Rose

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Lancaster, OH

ProfileNo contact yet

John Zang

Financial Advisor

AMERIPRISE FINANCIAL SERVICES, LLC

Lancaster, OH

ProfileNo contact yet

Penny Wasem

Financial Advisor

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

Lancaster, OH

ProfileNo contact yet

James Culver

Financial Advisor

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Lancaster, OH

ProfileNo contact yet
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