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TOP 30 Advanced financial planning in Akron, OH
17 results found
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Sequoia Financial Group
Sequoia Financial Group is a finance institution located at 3500 Embassy Parkway in Akron, Ohio, United States. We serve clients across the wealth continuum, helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to finances, delivering comprehensive financial analysis and personalized strategies. We prioritize preserving your legacy and aim to ensure that your wealth lasts for generations to come. Our team of investment experts employ a data-driven approach to achieve results for you. Additionally, our Family Office advisors work together to provide the right resources at the right time, ensuring lasting results. We offer services such as family education, comprehensive financial planning, creating a family constitution, and aligning philanthropic goals. Our investment approach is independent and tailored to your individual circumstances, with a focus on achieving your financial goals. Join us at Sequoia Financial Group and let's build your future together.
Sequoia Financial Group
Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Merrill Lynch Financial Advisor Ethan Courtad
Merrill Lynch Financial Advisor Ethan Courtad is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. David, an experienced wealth management advisor, leads the Courtad Group and works on coordinating wealth management strategies for clients. Ethan, a member of the Courtad Group since 2018, brings advanced problem-solving skills to help clients achieve their goals. The team offers personalized financial strategies aligned with lifetime goals, from education funding to legacy planning. With over 54 years of experience, the multigenerational team at Merrill Lynch helps high net worth families maximize opportunities and pursue their visions. The team is committed to working closely with clients to provide clarity and vision in achieving their financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives.
Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™
Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™ is a reputable financial institution located at 3465 South Arlington Road in Akron, Ohio, United States. Specializing in providing comprehensive financial planning services, Jerome A Rieke is a Certified Private Wealth Advisor and Accredited Asset Management Specialist. With a focus on personalized wealth management strategies, clients can trust in the expertise and professionalism of Edward Jones to help them achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Jerome A Rieke and his team are dedicated to providing top-notch financial advice and guidance to clients in the Akron area.
W3 Global Accounting.
W3 Global Accounting is a leading accounting and finance institution located at 82 North Miller Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust W3 Global Accounting for all your accounting and finance needs.
Business & Technology Management Solutions
Business & Technology Management Solutions is a leading institution located at 1314 Clifton Avenue in Akron, Ohio, United States. Our expert team offers comprehensive solutions for businesses looking to optimize their operations through the integration of cutting-edge technology and efficient management strategies. With a focus on innovation and practicality, we provide tailored solutions to help businesses thrive in today's competitive market. Whether you need assistance with IT infrastructure, project management, or strategic planning, our team is here to support your success. Contact us today to learn more about how Business & Technology Management Solutions can help your business reach its full potential.
Savitski Jennifer L MD
Savitski Jennifer L MD is a healthcare institution located at 100 Merz Boulevard in Fairlawn, Ohio, United States. Dr. Savitski completed her residency at Akron General Medical Center in OB/GYN and her undergraduate studies in Biology at The University of Akron. The institution offers a range of health services and participates in collaborations with pharmaceutical and medical device industries to develop medical breakthroughs. They strive to make scientific advances that benefit patient care while maintaining professional and commercial integrity. The institution discloses any financial conflicts of interest and takes measures to minimize bias. Visitors can review a list of accepted insurance plans and learn more about purchasing a managed care plan. Additionally, there are updates on visitation policies and COVID-19 information.
Jennifer Savitski
Jennifer Savitski is a doctor specializing in health located at 9500 Euclid Avenue in Cleveland, Ohio, United States. The institution offers a range of services including OB/GYN residency at Akron General Medical Center and undergraduate studies in Biology at The University of Akron. Patients can review a list of accepted insurance plans for Northeast Ohio locations or learn more about purchasing a contracted managed care plan. Please note that there have been recent changes to the institution's facilities, including the closure of E. 100th Street on the Cleveland Clinic main campus, changes to check-in procedures at Hillcrest Cancer Center, and the closing of the Cole Eye entrance. Visitors are advised to check for the latest visitation and COVID-19 information before arriving.
Jennifer Savitski
Jennifer Savitski is a doctor specializing in health, located at 1622 East Turkeyfoot Lake Road in Akron, Ohio, United States. The institution offers a range of medical services, with a focus on obstetrics and gynecology. Dr. Savitski completed her residency at Akron General Medical Center and her undergraduate studies at The University of Akron. The institution is affiliated with the Cleveland Clinic, known for its collaborations with the pharmaceutical and medical device industries to advance medical breakthroughs. The institution follows strict guidelines to ensure professional and commercial integrity in these collaborations, disclosing any financial conflicts of interest. Patients can review a list of accepted insurance plans and learn more about purchasing managed care plans. The institution also provides information on visitation policies and COVID-19 guidelines.
Jennifer Savitski
Jennifer Savitski is a doctor specializing in health services, located at 224 West Exchange Street in Akron, Ohio, United States. The institution offers a range of medical services and treatments, with a focus on patient care and well-being. Residency and undergraduate information for Dr. Savitski is provided, showcasing her experience and qualifications in the field. The institution is affiliated with Cleveland Clinic, known for its collaborations with pharmaceutical and medical device industries to advance medical breakthroughs. Transparency is maintained regarding any financial conflicts of interest, with measures in place to minimize bias. Patients can review accepted insurance plans and learn about managed care options. Visitation and COVID-19 information is also available for those seeking care at Jennifer Savitski's institution.
Dr. Trina Pagano
Dr. Trina Pagano is a health institution located at 1 Akron General Avenue in Akron, Ohio, United States. Dr. Pagano specializes in Obstetric Emergencies, Addiction Medicine in Pregnancy, Safety and Quality. She completed her residency at The Ohio State University Hospitals in Columbus, Ohio in 1993 and her medical education at The Ohio State University College of Medicine and Public Health in 1989. Dr. Pagano also holds an undergraduate degree from Bowling Green State University in Ohio. The institution accepts a variety of insurance plans and offers services in collaboration with the pharmaceutical and medical device industries to develop medical breakthroughs. Dr. Pagano and her team at Cleveland Clinic are committed to providing high-quality patient care and making scientific advances that benefit the public. They maintain professional and commercial integrity by reviewing collaborations with industry and disclosing any financial conflicts of interest.
Purva Grover
Purva Grover is a health institution located at 18101 Lorain Avenue in Cleveland, Ohio, United States. The institution is focused on providing health services, specifically in the field of pediatric emergency medicine. Dr. Purva Grover completed fellowships at Children's Hospital Medical Center of Akron and Children's Hospital and Clinics in Minneapolis, as well as a residency at Children's Hospital of Michigan. She received her medical education from Santosh Medical College in India and also attended Case Western Reserve University School of Medicine. The institution offers services such as pediatric behavioral health advocacy, suture and wound care. Cleveland Clinic physicians and scientists at Purva Grover may collaborate with pharmaceutical or medical device industries to develop medical breakthroughs. The institution maintains a program to review these collaborations and minimize bias that may result from ties to industry. Cleveland Clinic publicly discloses any financial conflicts of interest to ensure transparency.
Dr. Amanda Rose
Dr. Amanda Rose is a health institution located at 1 Akron General Avenue in Akron, Ohio, United States. The institution offers a range of medical services and is affiliated with Cleveland Clinic. Dr. Rose completed her Postdoctoral Fellowship at Cleveland Clinic Akron General in 2019 and received her medical education from Wright State University in Dayton, Ohio. She has also completed internships and graduate school programs in clinical psychology. At Dr. Amanda Rose, patients can expect high-quality care from experienced professionals. The institution accepts various insurance plans for patients' convenience. Visitors can find detailed information about visitation policies and COVID-19 guidelines on the institution's website.
Vaughn & Company
Vaughn & Company is a premier hair care institution located at 869 North Cleveland Massillon Road in Akron, Ohio. Our team of skilled and experienced stylists are dedicated to providing top-notch services to help you achieve the perfect look for any occasion. From haircuts and styling to color treatments and hair extensions, we offer a wide range of services to cater to your individual needs. Visit us today and experience the difference at Vaughn & Company.
Lee Hyder and Associates
Lee Hyder & Associates is a finance institution located at 1655 West Market Street in Akron, Ohio, United States. Our team of fiduciary professionals is dedicated to helping you take charge of your financial future. Whether you have questions about retirement planning, investment management, or financial settlement, we are here to provide expert guidance tailored to your specific needs. As a fiduciary financial advisor, we prioritize working in your best interest and providing transparent, personalized financial solutions. Our services extend beyond traditional investment management to include retirement planning, estate planning, tax planning, 401k management, and advanced insurance strategies. We believe in educating our clients on the why behind their portfolio decisions, empowering them to make informed choices free from emotion.
The Accounting Edge, Inc.
The Accounting Edge, Inc. is a reputable accounting and finance institution located at 4859 South Main Street in Akron, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to accuracy, integrity, and personalized service sets them apart in the industry. Whether you are an individual or a business owner, The Accounting Edge, Inc. is dedicated to helping you achieve financial success and stability. Visit their office today to see how they can help you gain the edge in your financial matters.
Johnson Investment Counsel
Johnson Investment Counsel is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a strong focus on providing personalized investment solutions to their clients, the team at Johnson Investment Counsel is dedicated to helping individuals and families achieve their financial goals. With a wealth of experience and expertise in the finance industry, clients can trust that their investments are in good hands. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Johnson Investment Counsel is here to help you every step of the way.
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