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Randolph Martin Retirement Group Website Image
1250 Chambers Road Columbus, OH

We're dedicated to providing financial planning assistance to compatible folks that are already retired or contemplating retirement within 3-5 years.

Alpha Financial Planning Website Image
6241 Riverside Drive Dublin, OH

At Alpha Financial, we help our clients achieve their life goals, and develop personal relationships in doing so. Our fee-only, fiduciary approach to financial advising puts our clients first, and in the best position to be successful.

As a fee-only firm, we charge an annual fee for our services, with no commissions or additional charges of any kind. By taking this approach, the conflicts of interest sometimes experienced with commission and fee-based advisors are eliminated. Fee-only also means we do not sell any products, but rather offer consultative and comprehensive advice to our clients. We feel confident that this is the most client-friendly way to do business, and are proud of the success we have had with our current clients from doing things the right way.

Praxis Capital and Investment Management Website Image
6179 Memorial Drive Dublin, OH

Praxis Capital and Investment Management was formed to provide our clients with a centralized, sophisticated and dedicated team for their financial needs. Whether the client is an individual family or institution, both require a client-centric and client-motivated team that delivers results. Results that are driven solely by the clients specific goals and objectives.

Michael Rothstein - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
530 W Spring St Columbus, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, OH area, Michael Rothstein will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Michael Derflinger - Financial Advisor, Ameriprise Financial Services, LLC Website Image
400 W Wilson Bridge Rd Worthington, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Worthington, OH area, Michael Derflinger will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Integrity Wealth Group - Ameriprise Financial Services, LLC Website Image
121 Outerbelt St Columbus, OH

At Integrity Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Columbus, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Joie Hanley - Financial Advisor, Ameriprise Financial Services, LLC Website Image
6515 Longshore Loop Dublin, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dublin, OH area, Joie Hanley will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Paul C Carbetta - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
90 Hidden Ravines Dr Powell, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Powell, OH area, Paul C Carbetta will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Stratos Wealth Partners Website Image
300 E. Broad St Columbus, OH

Serving Columbus,OH and outlying areas, Stratos Wealth Partners is offering the following services not limited to: Financial Planning, Estate Planner, Insurance Planner, Retirement Planner and Wealth Management.

Sanfillipo Financial Website Image
5600 Blazer Parkway Dublin, OH

Sanfillipo Financial has a dedicated commitment to providing superior personal service. We take the time to get to know you, your values and what you want to achieve for yourself, your family and your business. Working together to help you secure financial protection will build a solid foundation for your future._x000D_
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Our clients benefit from innovative strategies for risk management, asset accumulation, preservation and family wealth transfer. You can depend on a lasting relationship as your financial progress is assessed and reviewed to help ensure financial growth.

Brian J Golden - Financial Advisor, Ameriprise Financial Services, LLC Website Image
8425 Pulsar Pl Columbus, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, OH area, Brian J Golden will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Lehman Capital Management Group - Ameriprise Financial Services, LLC Website Image
90 Hidden Ravines Dr Powell, OH

At Lehman Capital Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Powell, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Comprehensive Wealth Partners - Ameriprise Financial Services, LLC Website Image
90 Hidden Ravines Dr Powell, OH

At Comprehensive Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Powell, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Jason Helterbridle - Financial Advisor, Ameriprise Financial Services, LLC Website Image
250 W Old Wilson Bridge Rd Worthington, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Worthington, OH area, Jason Helterbridle will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Christopher Adkins - Associate Manager, Ameriprise Financial Services, LLC Website Image
6515 Longshore Loop Dublin, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dublin, OH area, Christopher Adkins will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

William Shulack - Financial Advisor, Ameriprise Financial Services, LLC Website Image
8008 N High St Columbus, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, OH area, William Shulack will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Best Life Financial Group - Ameriprise Financial Services, LLC Website Image
445 Hutchinson Ave Columbus, OH

At Best Life Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Columbus, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Kevin Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
90 Hidden Ravines Dr Powell, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Powell, OH area, Kevin Lehman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
445 Hutchinson Ave Columbus, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, OH area, Michael J Perez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

William Shulack - Financial Advisor, Ameriprise Financial Services, LLC Website Image
81 Mill St Gahanna, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Gahanna, OH area, William Shulack will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Fidelity Investments Website Image
1324 Polaris Parkway Columbus, OH

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Shaffer Capital Website Image
550 Polaris Parkway Westerville, OH

Today's complex and changing economic landscape can make reaching your financial goals a challenge. At Shaffer Capital, our knowledgeable and trustworthy advisors can show you the path forward, with a strategy custom- designed for you. Our distinctive approach to financial planning and investment management combines a comprehensive, "big picture" perspective with an unwavering attention to detail. We bring visionary thinking, diligent planning, and direct accountability to every client relationship. As a Shaffer Capital client, you can expect objective, proactive guidance that is tailored to your unique situation and needs-whether you are an individual, a business owner, or a retirement plan fiduciary.

Rachael Holm - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
445 Hutchinson Ave Columbus, OH

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, OH area, Rachael Holm will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

FC Wealth Solutions Website Image
440 Polaris Pkwy Westerville, OH

Wealth Solutions is an independent, fee-based registered investment advisor located in Westerville, OH. We provide comprehensive financial planning and investment management to individuals and families seeking to assess and establish clear financial goals and have a partner to help guide them toward accomplishing those goals. Our clients benefit from our investment solutions which are built to withstand an ever-evolving industry. While some firms continue to place their own interests before those of their clients, we are and always have been firmly committed to acting as a fiduciary, placing our clients' best interests first and foremost above all else. Contact us today to schedule a complementary wealth evaluation!

Eagle Financial Solutions Website Image
4285 Morse Rd Gahanna, OH

As comprehensive financial planning specialists in Columbus, OH, our financial advisors create plans to help clients grow and secure money safely. We build our financial solutions to work not only in good times but in bad financial times as well. Our team works to educate our clients on their financial situation and investments, which gives them the tools to reach their goals. Whether you are planning for retirement, seeking social security guidance, or are growing your business, our seasoned team of consultants possesses the knowledge and expertise to place you in a healthy financial state. All of our agents are also Bank On Yourself advisors. Start building your wealth today and contact our office!

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