{{parent.cta_data.text}}
{{parent.title}}
Login
Find a Financial Professional
Search results for: Columbus, Ohio 43085 (Based on your IP address)
Savingforcollege.com maintains this directory of financial advisors and other professionals for readers who are considering turning to a professional advisor for college savings guidance. Financial advisors can help you determine which 529 plan or other investment vehicle is best for your needs, and recommend investment allocations to reach your goals. The professionals listed here help clients with education planning needs as part of their regular practices. Those who have a "529 Pro" badge on their profile have passed Savingforcollege.com's 25 question exam covering various college planning and funding topics.
GOLD Financial Professional
Joseph Messinger
CFP®, ChFC®, CLU®
Partner & Director of College Planning
Capstone Wealth Partners, LTD
5.2 miles
Contact Info:
6037 Frantz Rd Suite 104
Dublin, OH 43017
Joseph Messinger is licensed/registered in Ohio.
See other states where Joseph Messinger is licensed or registered.
Joe Messinger, CFP®, ChFC, CLU, is a trusted authority in the area of college planning and funding, and is a highly sought after speaker by both p...Read More
GOLD Financial Professional
Michelle Wilson
CSRIC®, AIF®, M.S. Family Financial Planning
Financial Planner and Independent Fee-Only Fiduciary
Athens Impact Socially Responsible Investments
73.1 miles
Contact Info:
264 E State Street
Athens, OH 45701
Michelle Wilson is licensed/registered in Ohio.
See other states where Michelle Wilson is licensed or registered.
We help people align their money with their values by making socially responsible choices. Our clients invest in what matters to them and make a diffe...Read More
GOLD Financial Professional
Garry Kohn
CFP(R)
President
Kohn Wealth Management Advisors, LLC
90.3 miles
Contact Info:
9078 Union Centre Blvd Suite 350
West Chester, OH 45069
Garry Kohn is licensed/registered in Ohio.
See other states where Garry Kohn is licensed or registered.
Securities and Investment Advisory Services offered through LM Kohn & Company, a Registered Broker/Dealer, MEMBER FINRA/SIPC/MSRB
10151 Carver Road Suite 100
Cincinnati, OH 45242
GOLD Financial Professional
Stephen Kutlenios
Certified College Funding Specialist, Certified Financial Planner, Chartered Financial Analyst®
Financial Advisor
Allegheny Financial Group
160.1 miles
Contact Info:
811 Camp Horne Road
Pittsburgh, PA 15237
Stephen Kutlenios is licensed/registered in Ohio.
See other states where Stephen Kutlenios is licensed or registered.
Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has bee...Read More
Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.
GOLD Financial Professional
Karl M Anderson
CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
324.5 miles
Contact Info:
411 E Wisconsin Ave, Suite 2200
Milwaukee, WI 53202
Karl M Anderson is licensed/registered in Ohio.
See other states where Karl M Anderson is licensed or registered.
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Craig Adamson
CRC, CRPS
Owner
TrueWealth Stewardship
466.7 miles
Contact Info:
888 10th Street, Suite 101, PO Box 885
Marion, IA 52302
Craig Adamson is licensed/registered in Ohio.
See other states where Craig Adamson is licensed or registered.
For any parent, envisioning your child's educational aspirations and abilities can be exciting and a bit overwhelming. But it's an important componen...Read More
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial planning offered through TrueWealth Stewardship LLC, a Registered Investment Advisor and a separate entity from LPL Financial
GOLD Financial Professional
Karl M Anderson
CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
505.8 miles
Contact Info:
90 Grove Street, Suite 204
Ridgefield, CT 06877
Karl M Anderson is licensed/registered in Ohio.
See other states where Karl M Anderson is licensed or registered.
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Paul Derbyshire
CFP
Private Wealth Advisor
Ameriprise Financial
620.3 miles
Contact Info:
308 West Central Street
Franklin, MA 02038
Paul Derbyshire is licensed/registered in Ohio.
See other states where Paul Derbyshire is licensed or registered.
GOLD Financial Professional
Richard Grodin
CFA, CAIA
Financial Advisor
Morgan Stanley
965.8 miles
Contact Info:
591 S Federal Highway
Boca Raton, FL 33432
Richard Grodin is licensed/registered in Ohio.
See other states where Richard Grodin is licensed or registered.
GOLD Financial Professional
Financial Advisor
Per Stirling Capital Management
1073.9 miles
Contact Info:
500 N Capital of Texas Hwy, Bldg 3, Suite 110
Austin, TX 78746
Gay Thompson is licensed/registered in Ohio.
See other states where Gay Thompson is licensed or registered.
Advisory services offered through Per Stirling Capital Management, LLC. Brokerage services and securities offered through B. B. Graham & Co. Inc., member of FINRA/SIPC. Per Stirling Capital Management and B. B. Graham & Co. Inc. are separate and otherwise unrelated companies.
Financial Professional Search
Additional Information
»Questions you may have about the Directory
»Please read the Find a Financial Professional disclaimer here.
»Tips for selecting a financial professional
Professionals
» Interested in becoming listed in the Directory of Financial Professionals?
