Fiduciary wealth services in Akron, Ohio

True Wealth Design is a finance institution located at 700 Ghent Road in Akron, Ohio, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while safeguarding your family's future. As a fiduciary, we always act in your best interests and do not accept commissions on investment product recommendations. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, work with you regularly to monitor and adjust your financial plan to avoid risks, identify opportunities, and successfully manage life transitions.

Kevin Kroskey, Certified Financial Planner at True Wealth Design, located at 700 Ghent Road in Akron, Ohio, is dedicated to helping clients live better lives through smarter financial planning. Specializing in retirement, tax, and investment planning, the institution provides comprehensive financial integration to give clients clarity and confidence in pursuing their dreams while safeguarding their family's future. True Wealth Design operates as a fiduciary, always acting in the best interests of their clients and eschewing commissions on investment products. Their team of highly credentialed professionals, including CFP®, CFA®, and CPA, with over 5 years of experience, work together to create robust financial plans tailored to each client's unique needs.

Seward Wealth Management is a leading financial institution located at 1972 North Cleveland Massillon Road in Akron, Ohio, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships and providing top-notch customer service, Seward Wealth Management is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Clark Guilliam Bertsch Wealth Management is a finance institution located at 875 North Cleveland Massillon Road, Akron, Ohio, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They provide securities-related services to residents of certain states in the U.S. and have restrictions based on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a privately owned website operated by a third-party. It is important to review the third-party's policies and terms and conditions before proceeding.

Merrill Lynch Financial Advisor Adrian L Phipps is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand your financial goals and create personalized wealth management strategies to help you pursue them. They believe in creating a financial approach that helps you reach your goals, whether it's planning for retirement, buying a home, or funding education. They offer tools to help track changes in your life and goals, and provide access to the investing insights of Merrill and banking capabilities of Bank of America. Merrill goes beyond the traditional role of an advisor, offering research and resources to help you make informed decisions. They also offer insurance, trust, fiduciary, and investment management services through Bank of America, N.A. and its subsidiaries. It is important to consult legal and tax advisors before making financial decisions.

Edelman Financial Engines is a finance institution located at 202 Montrose West Avenue in Akron, Ohio, United States. They specialize in providing personalized financial planning and investment management services to help individuals achieve their long-term financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers comprehensive financial solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or building wealth, their expert advice and guidance can help you navigate the complexities of the financial world with confidence. Trust Edelman Financial Engines to help you secure your financial future and make informed decisions about your money.

Huntington Private Bank, located at 106 South Main Street in Akron, Ohio, is a premier financial institution offering a wide range of wealth and financial services. The team at Huntington Private Bank is dedicated to providing premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. With professionals such as Private Bankers, Wealth and Investment Management experts, and licensed investment representatives, clients can expect personalized and comprehensive financial solutions. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated, ensuring top-notch service and expertise. Additionally, Huntington Financial Advisors, a service mark under The Huntington Investment Company, offers securities and insurance products and services. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Lending products are subject to credit application and approval, while investment, insurance, and non-deposit trust products are not insured by the bank or any federal government agency. Huntington Private Bank is committed to helping clients achieve their financial goals with expert guidance and exceptional service.

Merrill Lynch Financial Advisor Clarisse Tur, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized wealth management services to families, individuals, and successful business owners. Clarisse believes in using a holistic approach to financial planning, focusing on managing risk, creating liquidity, providing for education and retirement needs, and transferring wealth to loved ones. With a background in nuclear physics and technical marketing, Clarisse brings a unique perspective to her wealth management services, applying scientific rigor to help clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER professional, she follows a disciplined, four-step wealth management process tailored to each client's needs. By combining the intimacy and personalized attention of a boutique firm with the global resources of one of the world's largest financial services firms, Clarisse helps simplify the complexity in clients' financial lives so they can concentrate on fulfilling their dreams. Whether you're planning for retirement, saving for a home, or funding a child's education, Clarisse works with you to develop a personalized plan designed to help you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Clarisse is dedicated to helping you and your family pursue financial success. Whether you're just starting out or nearing retirement, Clarisse Tur is here to help you navigate the ever-changing economic landscape and reach your financial goals.

Fifth Third Private Bank - Lisa Hodor is a respected financial institution located at 121 South Main Street in Akron, Ohio, United States. Specializing in private banking services, they offer personalized financial solutions tailored to meet the unique needs of high-net-worth individuals. With a focus on building long-term relationships and providing exceptional customer service, Fifth Third Private Bank - Lisa Hodor is dedicated to helping clients achieve their financial goals and secure their financial future.

Dr. Daniela Ciltea, MD, is a highly respected physician specializing in endocrinology. With her practice conveniently located at 224 W Exchange St in Akron, OH, Dr. Ciltea brings a wealth of experience and expertise to her patients. She completed her fellowship in Endocrinology at Rosalind Franklin University/The Chicago Medical School in 2007 and completed her residency in Internal Medicine at Akron General Medical Center in 2003 and 2005. Dr. Ciltea received her medical education from Carol Davila University of Medicine & Pharmacy in Bucharest, Romania. Services and Expertise:

Dr. Kristin Appleby - Movement Disorder Specialist at Cleveland Clinic Location: 9500 Euclid Ave, Cleveland, OH 44195, United States