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There are several professional associations of financial planners with codes that members are expected to uphold. You can contact them for referrals to planners in your area, or you can use the resources in this section to obtain helpful information about financial matters and a listing of Certified Financial Planners (CFP) in your area.
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Description: A Web site that helps you understand the importance of financial planning, provides resources and tips to get started, and helps you find a certified financial planner in your area.
Description: Provides information and consumer referrals for a Certified Financial Planners. This site also offers many helpful articles regarding the financial aspect of caring for loved ones.
Description: Independent Solutions is locally owned; therefore, our Senior Care Advisors know the community and can help our client find the appropriate short and/or long-term living & care options and resources based on their pr... read more
Description: A Web site featuring kinship resources for Ohio "kin caregivers." The Web site is hosted by Public Children Services Association of Ohio. For more information regarding available services and County contacts download the Oh... read more
Description: Provides financial information and consumer referral for a NAPFA Certified Financial Professionals
Description: Oversees the securities marketplace in Ohio. Responsible for providing investor protection and enhancing capital formation by administering and enforcing the Ohio Securities Act. File a complaint on line or use the hotline.
Description: Provides financial information and consumer referrals for Financial Service Professionals.