Top Rated Financial Advisors in Carrollton, Ohio

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Carrollton, Ohio is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Carrollton, Ohio with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Carrollton, Ohio near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

James Evans

TTG Financial Inc

CFP^®, QPA^®, QKA^®, ChSNC^®

James Evans, a financial fiduciary, provides financial services to clients in the Canton, Ohio area. James holds a CFP^®, QPA^®, QKA^®, ChSNC^® certification. James has over 38 years of experience.

Canton, OH

Telephone Advisor

Telephone: 330-491-2220

Visit Advisor Website

www.teamttg.com

View Research Report

Additional Information:

Years of Experience:
38 Years

Fee Structure


• Hourly
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Schwab

Rebecca Pawuk

Edelman Financial Engines, LLC

Rebecca Pawuk, a financial fiduciary, provides financial services to clients in the Sewickley, Pennsylvania area. Rebecca has over 16 years of experience.

Sewickley, PA

Telephone Advisor

Telephone: 724-900-2927

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Years of Experience:
16 Years

Fee Structure


• Fee-Based

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Nicholas Terezis

Marathon Strategic Advisors, LLC

CFA^®

Nicholas Terezis, a financial fiduciary, provides financial services to clients in the Pittsburgh, Pennsylvania area. Nicholas holds a CFA^® certification. Nicholas has over 30 years of experience.

Pittsburgh, PA

Telephone Advisor

Telephone: 740-282-5198

Visit Advisor Website

http://mstrategic.com/

View Research Report

Additional Information:

Years of Experience:
30 Years

Fee Structure


• Fee-Only
• Based on Assets

Financial Services Provided:


• Financial Planning
• Investment Advice & Management

Name(s) of Custodian(s):
Charles Schwab