TOP 10 Custom financial planning in Fairlawn, OH
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Edward Jones - Financial Advisor: Ted Jakovich
● OpenEdward Jones - Financial Advisor: Ted Jakovich is a reputable finance institution located at 822 Kumho Drive in Fairlawn, Ohio, United States. Ted Jakovich is a dedicated and experienced financial advisor who provides personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Ted Jakovich can help create a customized financial strategy tailored to your specific needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Ted Jakovich is a trusted partner in helping clients secure their financial future.
822 Kumho Dr Suite 102, Fairlawn, OH 44333, United States -
Calibrated Financial Solutions - Ameriprise Financial Services, LLC
● ClosedCalibrated Financial Solutions - Ameriprise Financial Services, LLC is a finance institution located at 3009 Smith Road, Fairlawn, Ohio, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Users of the website are bound by terms and regulations. The institution values referrals and strives to help friends and family achieve their financial goals.
3009 Smith Rd Suite 25, Fairlawn, OH 44333, United States -
Chris Winkelmann - State Farm Insurance Agent
● ClosedChris Winkelmann - State Farm Insurance Agent is a trusted insurance agency located at 2534 Medina Road in Medina, Ohio, United States. Specializing in various types of insurance coverage, including car, homeowner's, renter's, life, motorcycle, boat, pet, business, and financial services, our agency is dedicated to serving the residents of Medina, Wadsworth, Strongsville, Akron, Copley, Hinckley, Fairlawn, Brunswick, Cleveland, and surrounding areas. As your State Farm Insurance Agent, Chris Winkelmann has been serving the community since 2003, bringing over 60 years of combined insurance experience to the table. With a focus on providing excellent service and protecting what matters most to customers, we are committed to helping individuals and businesses manage their risks and achieve their life goals.
2534 Medina Rd, Medina, OH 44256, United States -
Alex Wakefield - State Farm Insurance Agent
● ClosedAlex Wakefield - State Farm Insurance Agent is a trusted insurance agency located at 2820 West Market Street in Fairlawn, Ohio, United States. As a State Farm agent serving Stark, Summit, Cuyahoga, and surrounding counties, Alex Wakefield takes pride in helping customers plan for their future and recover from the unexpected. With a family history in the insurance industry, Alex started his own agency in 2011 and has received numerous State Farm awards for his exceptional service. At Alex Wakefield's office, a range of insurance options are offered including Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance. The team is dedicated to providing Legendary Customer Service and helping clients achieve their financial goals for the New Year.
2820 W Market St #150, Fairlawn, OH 44333, United States -
Nationwide Insurance - Nationwide Sales Solutions Inc Agency
● ClosedNationwide Insurance - Nationwide Sales Solutions Inc Agency is an insurance agency located at 2998 West Market Street in Fairlawn, Ohio, United States. Specializing in providing a wide range of insurance products and services, the agency offers personalized solutions to meet the needs of individuals and businesses. With a team of experienced and knowledgeable agents, Nationwide Sales Solutions Inc Agency is committed to helping clients protect what matters most to them. Whether it's auto, home, life, or business insurance, customers can trust in the expertise and reliability of this reputable institution.
2998 W Market St, Fairlawn, OH 44333, United States -
3Generations Wealth Management
● Closed3Generations Wealth Management is a finance institution located at 2850 West Market Street, Fairlawn, Ohio, United States. Our team, known as Team 3Gen, is dedicated to providing wealth planning for current and future generations. With decades of experience, we craft innovative financial strategies tailored to our clients' lifestyles, goals, and values. We offer the personalized service of a small firm while utilizing the resources of a large corporation. Our team members, Ted, Brian, and Tyler, bring a wealth of knowledge and expertise to our clients. Ted specializes in portfolio construction and security selection, Brian focuses on planning-based investing, and Tyler provides financial guidance to trusts, foundations, businesses, and individual investors. Together, we design customized wealth plans to guide our clients through their unique financial challenges and opportunities.
2850 W Market St Suite 201, Fairlawn, OH 44333, United States -
Macgregor & Broemsen Cpas
● ClosedMacgregor & Broemsen CPAs is a reputable accounting and finance institution located at 3418 Ridgewood Road in Fairlawn, Ohio, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Macgregor & Broemsen CPAs for all your accounting and finance needs.
3418 Ridgewood Rd, Fairlawn, OH 44333, United States
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