The 30 Best Wealth management companies in Norwalk, Ohio

Legacy Capital Advisors, LLC-Norwalk is a finance and insurance agency located at 1151 Peru Olena Road West in Norwalk, Ohio, United States. With a focus on insuring a bright future for families and businesses, Legacy Capital Advisors offers non-cookie cutter investment solutions. They provide financial and legacy planning services to help clients achieve their goals. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. Please note that Legacy Capital Advisors and Cambridge are not affiliated. This institution serves individuals in states such as AK, FL, GA, IN, KY, MI, NY, NC, OH, PA, SC, TN, TX, and AR. Clients are encouraged to check the background of firms and investment professionals on FINRA's BrokerCheck. It is important to note that when accessing third-party websites linked to Legacy Capital Advisors' site, individuals assume total responsibility and risk. The institution makes no representation regarding the completeness or accuracy of information provided on external websites and is not liable for any technical or system issues that may arise.

Steven Patterson - Thrivent is a finance institution located at 2411 Hull Road, Sandusky, Ohio, United States. They are licensed in multiple states including FL, IN, KS, KY, MI, NC, OH, PA, TX, WI, and WV, providing holistic financial services in the Sandusky, Huron, Norwalk, Bellevue, Monroeville, Milan, Castalia, Port Clinton, Lakeside, and Marblehead areas. Their services include wealth accumulation, risk management strategies, life and health benefit consulting, long-term care and estate protection strategies, tax strategies, executive benefits, and employer benefits strategies. Thrivent does not provide legal, accounting, or tax advice and recommends consulting with a professional in those areas. They offer financial planning and investment advisory services through their Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent as well as securities and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.