Financial Planners Youngstown OH

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Ms. Jill B. Mccullough, CFP®
Lariccia School of Accounting & Finance Rm 3331
Youngstown, OH
Firm
Youngstown State University
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Life Transitions, Retirement Planning, Wealth Management, Women's Finances, Young Professionals
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $500,001 - $1,000,000



Data Provided By:
Mr. Michael E. Sabelli, CFP®
(216) 726-1128
918 Trailwood Dr Ste 2
Youngstown, OH
Firm
MICHAEL E. SABELI, CPA, CFP
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning

Data Provided By:
Mr. Russell W Spitz Jr., CFP®
(330) 759-6776
5048 belmont ave
youngstown, OH
Firm
MorganStanley SmithBarney
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Richard C. Morrow Jr., CFP®
(330) 758-8613
7620 Market St
Youngstown, OH
Firm
HBKS Wealth Advisors

Data Provided By:
Mr. Douglas J. Vaclav, CFP®
(330) 965-6370
7010 South Ave Ste 1A
Youngstown, OH
Firm
Ameriprise Financial Services

Data Provided By:
Dr. R. Wayne Counts, CFP®
(330) 941-7149
1 University Plz
Youngstown, OH
Firm
Youngstown State University

Data Provided By:
Mr. Bruce M. Joseph, CFP®
(330) 726-6668
8090 Market St Ste 2
Youngstown, OH
Firm
Bruce M. Joseph, CPA, CFP
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. George E. Mowrey, CFP®
(330) 759-3444
4964 Belmont Ave
Youngstown, OH
Firm
G. Earl Mowrey & Co. L.L.C.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
William J. Sarich Jr., CFP®
(330) 729-1096
950 Windham Ct
Youngstown, OH
Firm
Ameriprise Financial

Data Provided By:
Mr. Donald W. Samuels, CFP®
(330) 726-5921
1280 Boardman Canfield Rd
Youngstown, OH
Firm
Samuels Financial Services Inc
Areas of Specialization
Accounting, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina