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Financial Advisors in Middlefield, OH

How to choose a financial advisor in Middlefield

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.

Adam Wagers

Financial Advisor

FIFTH THIRD SECURITIES, INC.

Middletown, OH

ProfileNo contact yet

Thomas Hart

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Middlefield, OH

ProfileNo contact yet

Monica Thomas

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Middletown, OH

ProfileNo contact yet

Ellen Weed

Financial Advisor

SUMMIT FINANCIAL ADVISORS, INC.

Middletown, OH

ProfileNo contact yet

Sarah Ross

Financial Advisor

J.P. MORGAN SECURITIES LLC

Middletown, OH

ProfileNo contact yet

Tammy Mann

Financial Advisor

Allstate Financial Services, Llc

Middletown, OH

ProfileNo contact yet

Jeffrey Mundy

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Middletown, OH

ProfileNo contact yet

Kyle Rohrs

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Middletown, OH

ProfileNo contact yet

Matthew Weed

Financial Advisor

SUMMIT FINANCIAL ADVISORS, INC.

Middletown, OH

ProfileNo contact yet
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