Financial Advisors in Newark, Ohio (Licking County)

Debbie Price, CFP, CPA, JD
Price Planning is a fee-only financial planning and investment advisory firm. Tailored to meet our clients' individual needs, our services range from project-oriented consultations to long-term, comprehensive financial planning. Please visit our website at www.priceplanning.com .... See More

Douglas Lynch, CFA, CFP, CPA
Our mission is to help individuals within 15 years of retirement, retirees and surviving spouses achieve their financial goals by developing an appropriate investment game plan, minimizing taxes and helping them to make the best financial decisions. To our prospective clients, we welcome the opportunity to help you achieve your financial goals and to serve as your retirement wealth manager.... See More

Providing Comprehensive Financial Planning by addressing the following areas: Investments, Cash Flow Planning,
Minimizing Taxes and Estate Planning

Jason Burkholder, CFA, CFP
New Legacy Financial Group's mission is toprovide comprehensive financial planning with institutional quality service, in order to help clients realize financial independence.

Scott Haley, CDFA, CFP, EA
Prelude Financial is a financial planning and investment management firm with a strong belief that with the right guidance and planning, you can live your best financial future. Whether you are looking to save for your retirement, help your kids with education or looking to maximize your retirement planning. You set your goals and bring them to us, and we will work with you to take control of your finances to live the life you envision.
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