Certified Financial Planners
Manta has 2 businesses under Certified Financial Planners in Upper Arlington, OH
Featured Company Listings
CLAIMED
Categorized under Certified Financial Planners
Whether you're looking for retirement planning, insurance, wealth management, or education planning, our Heartland Planning Associates are here for you. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
CLAIMED
Financial Planning
Wealth Management
Financial Planning Services
Retirement Income Planning
Tax Planning
Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. The firm provides comprehensive planning that integrates investment management, retirement income strategy, and tax-aware financial guidance. As a fiduciary, Blue Advisors offers objective advice with transparent pricing and no commissions. The firm uses disciplined, evidence-based investment strategies and personalized planning tailored to each client’s goals and risk tolerance. Clients benefit from ongoing advice, proactive portfolio oversight, and modern financial planning tools designed to simplify complex decisions. Blue Advisors focuses on building long-term relationships and delivering clear, practical guidance that helps clients stay organized, prepared, and financially secure.
All Company Listings
CLAIMED
Categorized under Certified Financial Planners
Whether you're looking for retirement planning, insurance, wealth management, or education planning, our Heartland Planning Associates are here for you. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
CLAIMED
Financial Planning
Wealth Management
Financial Planning Services
Retirement Income Planning
Tax Planning
Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. The firm provides comprehensive planning that integrates investment management, retirement income strategy, and tax-aware financial guidance. As a fiduciary, Blue Advisors offers objective advice with transparent pricing and no commissions. The firm uses disciplined, evidence-based investment strategies and personalized planning tailored to each client’s goals and risk tolerance. Clients benefit from ongoing advice, proactive portfolio oversight, and modern financial planning tools designed to simplify complex decisions. Blue Advisors focuses on building long-term relationships and delivering clear, practical guidance that helps clients stay organized, prepared, and financially secure.
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