Certified financial planner in Wooster, Ohio

Edward Jones - Financial Advisor: Kayla A Grimslid, CFP®|AAMS™ is a reputable financial institution located at 614 Wooster Pike in Terrace Park, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Kayla Grimslid offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Andy Jones, CFP® is a reputable finance institution located at 2056 Portage Road in Wooster, Ohio, United States. As a Certified Financial Planner, Andy Jones offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is dedicated to providing top-tier financial services to individuals and families in the Wooster area. Visit us today to start planning for a secure financial future with the help of a trusted advisor like Andy Jones.

Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 290 East Milltown Road, Wooster, Ohio, United States. Jeffrey Kota holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Jeffrey Kota's expertise in asset management, retirement planning, estate planning, investment strategies, and more. They are dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Legacy Retirement Advisors is a leading finance institution located at 4329 Cleveland Road in Wooster, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for a secure and prosperous retirement. We offer personalized financial planning services, investment management, and retirement income strategies to help our clients achieve their long-term financial goals. At Legacy Retirement Advisors, we are committed to providing expert guidance and exceptional service to ensure our clients have a successful and worry-free retirement.