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Sorum Financial ServicesFinancial advisor in Lebanon, OH

Sorum Financial Services is a financial advisor at 2259 OH-48, Lebanon, OH 45036, ranked #14 of 229 financial advisors in Lebanon and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lebanon, OHUpdated 0 paid placements in any rankingHow we rank

Call (513) 572-8521Website ↗

Key facts

Key facts about Sorum Financial Services
Address2259 OH-48, Lebanon, OH 45036Get directions
Phone(513) 572-8521
Websitesorumfinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lebanon and 11 towns within 25 miles: Springboro, Franklin, Monroe, Mason, Middletown, Centerville, Miamisburg, Trenton, Loveland, West Carrollton City and Kettering.

Based in Lebanon, OHView on map

Opening hours

Opening hours for Sorum Financial Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sorum Financial Services

How is Sorum Financial Services ranked in Lebanon?

Sorum Financial Services is ranked #14 of 229 financial advisors in Lebanon by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Sorum Financial Services’ hours?

Sorum Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sorum Financial Services serve?

Serves Lebanon and 11 towns within 25 miles: Springboro, Franklin, Monroe, Mason, Middletown, Centerville, Miamisburg, Trenton, Loveland, West Carrollton City and Kettering. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sorum Financial Services?

Sorum Financial Services has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sorum Financial Services?

Call Sorum Financial Services on (513) 572-8521. The business is at 2259 OH-48, Lebanon, OH 45036. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Sorum Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sorum Financial Services (this business)—675.0 (5)NoNo
Horter Investment Management, LLC#12674.8 (36)NoNo14.3 mi
KLD Wealth Management#13675.0 (5)YesNo3.2 mi
Scheeler Financial Group#15674.9 (35)NoNo15.7 mi

See all 229 ranked financial advisors in Lebanon