State Street Advisers, LLC

Financial Stability Starts Here

Financial planner in Westerville, OH (show on map)

Holistic financial strategies tailored to your goals.

About

State Street Advisers offers comprehensive financial and investment planning services, including wealth management, retirement income planning, estate planning, and specialized services for millennials, women, high-income earners, and more. With a team approach and a focus on trust, honesty, and integrity, the firm provides tailored strategies to help clients achieve their financial goals and navigate life transitions.

Team approach with diverse backgrounds

Focus on trust, honesty, and integrity

Tailored strategies for individual goals

Services

Financial Planning

Holistic financial strategies tailored to your goals.

Goal-based planning Risk assessment Cash flow management

Investment Planning

Strategic investment strategies to grow and preserve wealth.

Asset allocation Portfolio rebalancing Risk management

Retirement Income Planning

Planning for a secure retirement income stream.

Retirement income analysis Social Security optimization Pension and annuity strategies

Estate Planning

Planning to preserve and transfer wealth efficiently.

Will and trust creation Tax minimization strategies Beneficiary designations

Wealth Management

Comprehensive management of your wealth to achieve long-term goals.

Advisory accounts Asset protection planning Strategic distribution planning

Education Planning

Planning for future educational expenses for yourself or your children.

UGMA/UTMA planning 529 Plans Cost estimation tools

Credentials & Certifications

ChFC

Since 1982

CLU

Since 1982

AIF

Since 2016

Frequently Asked Questions

What is the difference between a 529 plan and an UGMA/UTMA account? +

A 529 plan is a tax-advantaged savings plan designed specifically for education expenses, while UGMA/UTMA accounts are general-purpose custodial accounts that can be used for any expense but may have different tax implications.

How does State Street Advisers ensure the security of my financial information? +

State Street Advisers employs industry-standard encryption and follows strict data protection protocols to safeguard client information.

What is the minimum amount required to start a wealth management account? +

The minimum amount varies based on the specific advisory services selected; typically, it ranges from $25,000 to $50,000.