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TOP 30 Comprehensive asset management in Canton, OH
30 results found
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Tschantz Wealth Management
Tschantz Wealth Management is a reputable finance institution located in Canton, Ohio. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to meet the unique needs of each individual or family. With a focus on integrity and transparency, Tschantz Wealth Management is dedicated to helping our clients build and preserve their wealth for the long term. Visit us at 4433 38th Street Northwest to learn more about how we can help you secure your financial future.
Afia Wealth Management
Afia Wealth Management is a finance institution located at 4450 Belden Village Street Northwest, Canton, Ohio, United States. We specialize in providing comprehensive wealth management services tailored to your financial future. At Afia Wealth, we prioritize earning your trust by listening to your needs, offering transparent advice, and being good stewards of your money. We work with you on your terms, whether in person, on zoom, or over the phone, to ensure your financial goals are met. Our goal is to help you retire well, navigate life changes, and secure a bright future for you and your family. RFG Advisory supports our independent financial advisors, allowing us to focus on serving our clients. Please note that all investments involve risk, and past performance is not indicative of future results. Advisory services are offered by Investment Advisory Representatives of RFG Advisory, LLC. Afia Wealth Management and RFG Advisory are separate entities. Trust Afia Wealth Management with your money and reputation, as we prioritize your financial success above all else.
BKY Financial, Inc.
BKY Financial, Inc. is a reputable accounting and finance institution located at 295 Canton Road in Wintersville, Ohio. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, investment management, and more. At BKY Financial, Inc., we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.
G & H Financial Group
G & H Financial Group, located at 6633 Frank Avenue Northwest in North Canton, Ohio, is a finance institution that understands the uniqueness of each individual's financial journey. Our team takes the time to learn about your specific financial circumstances and goals, in order to create a customized financial plan that aligns with your objectives. At G & H Financial Group, we believe in working together with our clients to develop a detailed financial strategy that helps you achieve your goals. We never pressure you into a plan that you are not comfortable with, and our success is measured by your success. Our initial consultations are complimentary, with no obligation.
McBane Insurance & Financial Services
McBane Insurance & Financial Services is an insurance agency located at 1115 Canton Road Northwest in Carrollton, Ohio, United States. With a focus on maximizing protection and investing in the future, we strive to meet the personal needs of individuals, families, and businesses. Since 1900, we have been providing insurance and financial solutions in the old-fashioned way, prioritizing personalized service and expert advice. Our experienced team of insurance professionals is dedicated to helping you find the right coverage for your boat, motorcycle, camper, ATV, and other important assets. With a focus on education and expertise, our team is committed to offering solutions that protect your lifestyle and passions. Trust us to handle your insurance needs while you focus on what matters most.
SeibertKeck Insurance Partners
SeibertKeck Insurance Partners is a reputable insurance agency located at 4700 Dressler Road Northwest in Canton, Ohio, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, they strive to protect their clients' assets and ensure peace of mind. Their team of experienced professionals offers a wide range of insurance products and services, including home, auto, life, and business insurance. Whether you are looking for coverage for your personal or commercial needs, SeibertKeck Insurance Partners is dedicated to helping you find the right policy at the best possible price. Contact them today to learn more about how they can help you protect what matters most.
Stark Insurance Agency
Stark Insurance Agency, located at 4125 Martindale Road Northeast in Canton, Ohio, provides quality insurance solutions for residents and businesses in Stark County and throughout Ohio. With a focus on rental property protection, family coverage, and risk management for companies of all sizes, our agency has been serving the Northeast Ohio area for over three decades. As a local family-owned business, we take pride in our independent operation, allowing us to tailor insurance plans to meet your specific needs and educate you on the best coverage options. Our team of licensed professionals is dedicated to providing the highest quality customer service and insurance products, building trusted relationships with our clients and the community.
Crawford Insurance Agency LLC
Crawford Insurance Agency LLC, located at 4224 Fulton Drive Northwest in Canton, Ohio, is a trusted insurance agency that provides high-quality insurance services to clients in Canton and throughout Ohio. With a focus on offering low rates, personalized service from local agents, and complete peace of mind, Crawford Insurance Agency is dedicated to helping clients feel secure and protected. Whether you are a business owner looking for specialized coverage to operate with confidence, or an individual seeking insurance to protect you during all stages of life, Crawford Insurance Agency has the expertise and experience to meet your needs. Since 1975, our team has been committed to finding the best coverage options for our clients, using risk management strategies to maximize coverage and minimize costs.
Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Kota is a Financial Advisor at Ameriprise Financial Services, LLC located at 4383 Executive Circle Northwest in Canton, Ohio, United States. Jeffrey 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 demonstrate Jeffrey's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a financial advisor, Jeffrey is dedicated to providing comprehensive financial planning services to individuals and small business owners, helping them achieve their financial goals and secure their financial future.
Erudite Financial Services LLC
Erudite Financial Services LLC is a premier financial institution located at 4501 Hills and Dales Road Northwest in Canton, Ohio, United States. With a team of experienced professionals, Erudite Financial Services LLC offers a wide range of financial services including investment management, retirement planning, estate planning, and tax preparation. Our mission is to provide personalized and comprehensive financial solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Longbridge Wealth Advisors - Ameriprise Financial Services, LLC
Longbridge Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5399 Lauby Road, North Canton, Ohio, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The advisors at Longbridge Wealth Advisors are registered in certain U.S. states and provide a complimentary initial consultation to discuss financial planning concepts. They cannot guarantee future financial results, but are committed to helping clients achieve their goals. Members of FINRA and SIPC, Ameriprise Financial Services, LLC values privacy and security for their clients.
Joseph M Musser Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph M Musser Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Canton, Ohio, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Joseph Musser is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on ethical practices and personalized solutions.
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 4383 Executive Circle Northwest, Canton, Ohio, United States. The institution offers a range of certifications and designations, 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and more. The institution is dedicated to providing comprehensive financial planning services to individuals and businesses, ensuring that clients receive expert advice and guidance to help them achieve their financial goals.
Jason Clemens - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason Clemens is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4481 Munson Street Northwest, Canton, Ohio, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, domestic partnership advising, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior and retirement planning, divorce financial analysis, military financial advising, and long-term care planning. Jason Clemens is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring their financial well-being and security.
Lynne Peters - Financial Advisor, Ameriprise Financial Services, LLC
Lynne Peters - Financial Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest, Canton, Ohio, United States, is a reputable institution specializing in finance. Lynne Peters 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Lynne Peters' expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. With a commitment to ethics and ongoing education, Lynne Peters is dedicated to providing high-quality financial advice and services to clients.
Brian Lake - Financial Advisor, Ameriprise Financial Services, LLC
Brian Lake - Financial Advisor, Ameriprise Financial Services, LLC, located at 4481 Munson Street Northwest, Canton, Ohio, United States, is an Ameriprise Platinum Financial Services® Advisor offering personalized financial planning services. With a focus on your individual goals and risk tolerance, we provide investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. We offer regular reviews to track your progress and adjust your approach as needed. Access your accounts and track your goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Brian Lake has been recognized on the 2024 Forbes Best-in-State Wealth Management Teams list for providing comprehensive financial advice to clients. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Consult FINRA's BrokerCheck website for more information on registration. Take the next step towards a more confident financial future by contacting us today.
Aaron Piatko - Financial Advisor, Ameriprise Financial Services, LLC
Aaron Piatko is a Financial Advisor at Ameriprise Financial Services, LLC located at 4481 Munson Street Northwest, Canton, Ohio, United States. Aaron holds multiple 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 demonstrate Aaron's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a Certified Military Financial Advisor®, Aaron is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethics and continuing education, Aaron Piatko provides comprehensive financial planning services to clients in Canton, Ohio.
Michael Barry Lindsey - Financial Advisor, Ameriprise Financial Services, LLC
Michael Barry Lindsey is a Financial Advisor at Ameriprise Financial Services, LLC located at 4383 Executive Circle Northwest, Canton, Ohio, United States. Michael 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Michael provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continuing education ensures that clients receive expert advice tailored to their specific financial goals and needs.
Randall Kreinbrink - Financial Advisor, Ameriprise Financial Services, LLC
Randall Kreinbrink is a Financial Advisor at Ameriprise Financial Services, LLC located at 4383 Executive Circle Northwest, Canton, Ohio, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Randall Kreinbrink is dedicated to helping individuals and families achieve their financial goals.
The Burt Group - Morgan Stanley
The Burt Group - Morgan Stanley is a reputable finance institution located at 4455 Dressler Road Northwest in Canton, Ohio, United States. As a part of Morgan Stanley, one of the leading financial services firms in the world, The Burt Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit The Burt Group - Morgan Stanley today for expert financial advice and services.
Craig M Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Craig M Burgess is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. Craig 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Craig's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig M Burgess for expert financial advice tailored to your specific needs.
Neven Zelich - Financial Advisor, Ameriprise Financial Services, LLC
Neven Zelich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5399 Lauby Road, North Canton, Ohio, United States. Neven Zelich 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Neven Zelich is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and clients with special financial needs. Neven Zelich is committed to upholding the highest standards of ethics and professionalism in the field of finance.
Mike Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mike Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest in Canton, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Mike Daugherty holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Mike Daugherty is dedicated to providing top-notch financial advice to clients. Whether you are a retiree, small business owner, or high net worth individual, Mike Daugherty can help you navigate the complexities of financial planning and investment management. Contact Mike Daugherty today to start securing your financial future.
Jonathan Zepp - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Zepp is a Financial Advisor at Ameriprise Financial Services, LLC, located at 219 East Maple Street in North Canton, Ohio, United States. Jonathan holds several 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Jonathan's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jonathan is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Jonathan is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and continuing education, Jonathan Zepp is a trusted and knowledgeable financial advisor who can help clients navigate their financial goals and achieve long-term success.
Merrill Lynch Financial Advisor Antha Poleondakis
Merrill Lynch Financial Advisor Antha Poleondakis, located at 4300 Munson Street Northwest in Canton, Ohio, is a prestigious finance institution that prides itself on providing exemplary client service. Their team of talented and experienced advisors have received recognition from various financial industry publications, setting the standard for excellence. With access to the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, their financial advisors focus on what matters most to you - your family, goals, and priorities. They begin every relationship with a conversation to help identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through their Investment Personality Assessment and personalized financial approach, they work with you to pursue what matters most to you.
Edward Jones - Financial Advisor: Joe Mirocke Jr, AAMS™
Edward Jones - Financial Advisor: Joe Mirocke Jr, AAMS™ is a trusted financial institution located at 8040 Cleveland Avenue Northwest in North Canton, Ohio. Specializing in personalized financial planning and investment services, Joe Mirocke Jr, a certified Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Visit us today to start planning for tomorrow.
Edward Jones - Financial Advisor: Kim Caldwell
Edward Jones - Financial Advisor: Kim Caldwell is a reputable financial institution located at 1325 South Main Street in North Canton, Ohio, United States. Specializing in financial planning and investment services, Kim Caldwell and her team provide personalized advice and solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kim Caldwell is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a more secure tomorrow.
Timothy J. Moore
Timothy J. Moore is a law firm located at 4505 Stephen Circle Northwest, Canton, Ohio, United States. Specializing in estate planning, elder law, real estate, and business planning, Timothy J. Moore helps families protect their loved ones and assets through thoughtful planning. With a focus on avoiding probate, protecting assets from nursing homes, and ensuring assets go to the intended recipients, the firm offers easy solutions to get estate plans in order. The team at Timothy J. Moore can assist with setting up trusts for special needs children, managing assets for protection, maximizing Medicaid benefits, and structuring assets to avoid probate. With a dedicated team of lawyers including Tim Moore, Jason, Ed, Morgan, and Gina, clients can rest assured that their legal needs will be handled with care and expertise. Whether buying or selling a home, planning for long-term care, or settling an estate, Timothy J. Moore provides comprehensive legal services to meet the needs of their clients. With a commitment to compassion and empathy in estate planning, the firm ensures that clients have peace of mind knowing their plans are in order.
Ware Bookkeeping & Tax Service
Ware Bookkeeping & Tax Service is a top-notch accounting and finance institution located at 1431 Skyway Street Northeast, North Canton, Ohio, United States. Led by the dynamic and experienced Laurie Ware, this institution specializes in providing personalized services tailored to help entrepreneurs and small business owners succeed. With a deep understanding of the challenges faced by startups, Laurie offers expert guidance and support to ensure that all financial aspects are on track to achieve your goals. Whether you are just starting out or a seasoned professional, Ware Bookkeeping & Tax Service offers comprehensive small business bookkeeping services using QuickBooks Online software. Laurie's expertise in the tax code and financial management makes her a valuable asset in helping you keep more of what you earn in your bank account.
Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.
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