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TOP 30 Customized retirement planning in Canton, OH
33 results found
Search for local businesses, places and services near you
Community One Credit Union Inc
Community One Credit Union Inc is a financial institution located at 530 McKinley Avenue Northwest in Canton, Ohio, United States. As a credit union, Community One is dedicated to serving the financial needs of its members and the local community. With a focus on providing personalized service and competitive rates, Community One offers a range of banking products and services, including savings accounts, loans, and online banking. Whether you're looking to save for the future, finance a major purchase, or simply manage your day-to-day finances, Community One Credit Union Inc is here to help you achieve your financial goals.
CSE Federal Credit Union - Meyers Lake
CSE Federal Credit Union - Meyers Lake is a financial institution located at 1235 Whipple Avenue Northwest in Canton, Ohio, United States. This institution offers ATM services and various financial products. You can transfer balances to a CSE Visa and enjoy 0% APR for 12 months, earn rewards on gas, groceries, and more, and round up debit card transactions for easy saving. Stay updated with CSE news and educational tips on saving, budgeting, and lending. Sail through the mortgage process with ease and consider important factors before making large purchases. CSE Federal Credit Union is a member-owned cooperative dedicated to providing financial solutions and education to the Stark County community. Membership is open to those who live, work, worship, attend school, or volunteer in Stark County, as well as immediate family members of current members and local businesses. Experience helpful and friendly staff who genuinely care about your financial future at CSE Federal Credit Union.
7 17 Credit Union
Located at 6460 Mahoning Avenue in Austintown, Ohio, 7 17 Credit Union is a full-service financial institution offering a wide range of banking solutions for both personal and business needs. Whether you're looking to open a checking or savings account, apply for a loan, or simply improve your financial well-being, our friendly team is here to help. At our Austintown branch, you can access transaction assistance through our Personal Teller via two-way video, making banking convenient and efficient. Our goal is to provide exceptional service and support to help you achieve your financial goals.
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.
Levi Gregory - State Farm Insurance Agent
Levi Gregory - State Farm Insurance Agent is a reputable insurance agency located at 1679 North Main Street, North Canton, Ohio, United States. Levi and his experienced team have over 70 years of combined insurance experience and are dedicated to providing exceptional service to their clients. They have received various State Farm honors over the years and specialize in auto insurance, homeowners insurance, life insurance, healthcare, and retirement planning. Levi believes in building trusted relationships with his clients and offers personalized service tailored to their individual needs. Outside of work, Levi enjoys spending time with his family and attending his children's sporting events. The agency values God, family, love, integrity, professionalism, and honesty, and strives to be the customer's first choice in the financial industry. They offer a range of insurance and financial products through State Farm, with a focus on personalized service and competitive pricing. If you need assistance with insurance or financial planning, Levi Gregory and his team are here to help. Contact them today for more information.
Senior Partners Group LLC
Senior Partners Group LLC is a reputable insurance agency located at 1807 Allen Avenue Southeast in Canton, Ohio, United States. With a team of experienced professionals, they specialize in providing personalized insurance solutions for seniors. Whether you are looking for Medicare, life insurance, or retirement planning, Senior Partners Group LLC is dedicated to helping you navigate the complex world of insurance options. Their commitment to exceptional customer service and attention to detail sets them apart as a trusted partner in securing your financial future.
Faith Bolen - State Farm Insurance Agent
Faith Bolen - State Farm Insurance Agent is a reputable insurance agency located at 2805 Fulton Drive Northwest in Canton, Ohio. Conveniently situated just .25 mile from the Pro Football Hall of Fame, Faith and her team offer a wide range of insurance services including boat, motorcycle, RV, auto, home, renters, life, business, and retirement options. Faith, a proud Ohio resident for the last 20 years, is dedicated to providing exceptional customer service and finding the right insurance plan for each individual, family, or business that visits her office. With a needs-based approach and a focus on being good neighbors, Faith and her team are committed to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Whether you're looking for insurance in Canton, Stark, or the surrounding counties, Faith and her team are licensed to serve the entire state of Ohio. When not in the office, Faith enjoys spending time with her family and engaging in outdoor activities. Feel free to reach out to Faith Bolen - State Farm Insurance Agent for all your insurance needs, and start protecting what matters most to you today.
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.
Maurer Financial Services
Maurer Financial Services is a reputable finance institution located at 4797 Munson Street Northwest in Canton, Ohio, United States. With a focus on providing top-notch financial services to individuals and businesses, Maurer Financial Services offers a wide range of financial products and solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Maurer Financial Services is here to help. Contact them today to schedule a consultation and see how they can help you reach your financial goals.
Merrill Lynch Financial Advisor Jeffrey C. Lewis
Merrill Lynch Financial Advisor Jeffrey C. Lewis, located at 4300 Munson Street Northwest in Canton, Ohio, United States, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Lewis can help you navigate today's changing market conditions and work towards achieving your aspirations. By participating in the community and volunteering with local organizations, Jeffrey Lewis upholds the deep-seated Merrill tradition of serving the areas we live in. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your priorities and aspirations. With a focus on understanding your values and long-term objectives, Jeffrey Lewis works to design a financial approach that aligns with your life priorities and helps manage investment risk. Additionally, Jeffrey Lewis is registered to do business in multiple states and holds certifications such as the Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™). Contact Merrill Lynch Financial Advisor Jeffrey C. Lewis to start building a customized investment approach that addresses your needs and helps you pursue your financial goals.
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.
Benjamin F. Edwards
Benjamin F. Edwards is a finance institution located at 4833 Munson Street Northwest in Canton, Ohio, United States. The institution offers a range of financial services and is led by a team of experienced professionals including Senior Vice President, Investments Branch Manager Kurt Faulhaber, Vice President, Investments Thomas Addessi, AAMS®, and Financial Advisor Michael Rosso, among others. The institution is affiliated with Benjamin F. Edwards® & Co. and Benjamin F. Edwards Wealth ManagementSM LLC, providing both brokerage and investment advisory services. The team at Benjamin F. Edwards is dedicated to providing personalized financial advice to help clients reach their unique goals.
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.
Merrill Lynch Financial Advisor Tracey Evans
Merrill Lynch Financial Advisor Tracey Evans is a finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. Specializing in personalized wealth management strategies, Tracey Evans works to understand your goals, priorities, and financial situation to create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, Tracey Evans can help you navigate changing market conditions and pursue your financial goals. By focusing on what matters most to you, whether it's planning for retirement, buying a home, or funding education, Tracey Evans aims to provide personalized advice and guidance to help you achieve your financial objectives. With transparency on potential risks and opportunities, you can trust Tracey Evans to help you stay on track and adjust your financial approach as needed. Through ongoing discussions and updates, Tracey Evans ensures that your financial strategy reflects your evolving life and goals. With a commitment to understanding your unique needs and priorities, Tracey Evans offers a customized investment approach to help you pursue your financial goals with confidence.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4300 Munson Street Northwest in Canton, Ohio, is a leading finance institution that offers personalized wealth planning services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides financial strategies tailored to each client's unique goals and needs, including retirement income planning, investment guidance, and estate planning services. The branch is dedicated to client service and satisfaction, taking the time to understand each client's financial situation and long-term objectives. Through volunteerism and charitable outreach, the branch also supports the communities in which it operates, contributing to local economic, social, and cultural initiatives.
Merrill Lynch Financial Advisor Kirk M Hunter
Merrill Lynch Financial Advisor Kirk M Hunter, located at 4300 Munson Street Northwest, Canton, Ohio, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. Through personalized one-on-one consultations, they develop customized financial strategies tailored to each individual's needs and aspirations. By listening to clients and understanding their priorities, they provide advice and guidance on a range of financial topics, from retirement planning to wealth transfer and investment decisions. Utilizing the Investment Personality Assessment tool, Merrill Lynch Financial Advisor Kirk M Hunter gains insights into each client's investing preferences and goals, allowing for a tailored approach to financial planning. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
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.
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.
Matt Mapley
Matt Mapley is a reputable finance institution located at 1106 30th Street Northwest in Canton, Ohio, United States. With a focus on providing top-notch financial services to individuals and businesses, Matt Mapley is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized solutions tailored to their specific needs, delivered with professionalism and integrity. Whether you are looking to grow your assets, plan for retirement, or navigate complex financial decisions, Matt Mapley is dedicated to helping you achieve your 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.
Merrill Lynch Financial Advisor Ashley Angeletti
Merrill Lynch Financial Advisor Ashley Angeletti is a dedicated finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities, adapting to changes over time. By getting to know you personally, they can help you make investment-related decisions that align with your unique financial situation and goals. Through conversations and the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding your child's education. With access to investment insights and banking solutions, Merrill Lynch advisors work with you to develop a customized plan to address your financial needs. Regular check-ins and adjustments ensure you stay on track to achieve your goals as your life and the markets evolve. Let Merrill Lynch Financial Advisor Ashley Angeletti help you navigate the complexities of your financial life and create a personalized investment strategy to pursue your aspirations.
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.
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.
Merrill Lynch Financial Advisor Gregory D DiNarda
Merrill Lynch Financial Advisor Gregory D DiNarda is a finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The team at RCD Wealth Management is committed to providing customized wealth management strategies with a disciplined investment approach. They focus on building strong client relationships based on trust and personalized service. The institution offers banking products and services through Bank of America, N.A. Their services include personalized investment strategies, retirement planning, and access to comprehensive financial solutions. The team at Merrill Lynch is dedicated to helping clients achieve their financial goals by providing personalized advice and guidance.
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.
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