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TOP 30 Financial advisor cfp in Ohio
177 results found
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Edward Jones - Financial Advisor: Greg Wohlwend, CFP®
Edward Jones - Financial Advisor: Greg Wohlwend, CFP® is a respected financial institution located at 121 College Street in Wadsworth, Ohio, United States. As a Certified Financial Planner, Greg Wohlwend offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial solutions to individuals and families in the Wadsworth area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Greg Wohlwend and his team at Edward Jones are here to help you every step of the way.
Edward Jones - Financial Advisor: Sue Kozak, CFP®
Edward Jones - Financial Advisor: Sue Kozak, CFP® is a reputable finance institution located at 3443 Medina Road in Medina, Ohio, United States. Sue Kozak, a Certified Financial Planner®, provides personalized financial advice and services to help individuals achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Sue Kozak helps clients navigate their financial journey with confidence. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Sue Kozak, CFP® is dedicated to providing expert guidance and support every step of the way.
Annie Zhang - Private Wealth Advisor, Ameriprise Financial Services, LLC
Annie Zhang is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3250 West Market Street, Fairlawn, Ohio, United States. Annie 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Annie is dedicated to providing comprehensive financial services to individuals and businesses. Contact Annie Zhang for personalized wealth management solutions and expert financial advice.
Merrill Lynch Financial Advisor Kenneth D Cunningham
Merrill Lynch Financial Advisor Kenneth D Cunningham, located at 4000 Embassy Parkway in Akron, Ohio, United States, is a finance institution dedicated to providing personalized financial services to help clients and their families achieve their goals and enjoy the wealth they have created. The team at Cunningham, Kiick & Associates offers a strategy that focuses on you, putting your needs at the center of the planning process. They provide access to global investing capabilities from Merrill and banking solutions from Bank of America to help you identify and prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the future. The team at Cunningham, Kiick & Associates believes in a client-centered approach to wealth management, working closely with you to identify and define your financial goals. They understand that financial success is achieved by making investment decisions that align with your personal goals, whether it's planning for retirement, buying a home, or funding your child's education. With access to the resources of Merrill and Bank of America, they can help you address your financial needs at every stage of life.
Edward Jones - Financial Advisor: Andy Jones, CFP®
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
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.
Edward Jones - Financial Advisor: Jonathan Sias, CFP®|AAMS™
Edward Jones - Financial Advisor: Jonathan Sias, CFP®|AAMS™ is a reputable finance institution located at 2383 South Main Street in Akron, Ohio, United States. Jonathan Sias, a Certified Financial Planner and Accredited Asset Management Specialist, leads the team in providing expert financial advice and services to individuals and businesses. With a focus on personalized financial planning, investment strategies, and wealth management, Edward Jones is dedicated to helping clients achieve their financial goals. Trustworthy and professional, Jonathan Sias and his team are committed to providing top-notch financial guidance and support to their clients.
Kelly Pariso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kelly Pariso is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 972 East Turkeyfoot Lake Road in Akron, Ohio, United States. Kelly 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®. Kelly specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and risk management, Kelly is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Kelly Pariso is committed to providing personalized and strategic financial advice to help you secure your financial future.
Brian Sutphin - Financial Advisor, Ameriprise Financial Services, LLC
Brian Sutphin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road in Akron, Ohio, United States. Brian 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®, 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 Brian's expertise in various areas of financial planning, including asset management, retirement planning, estate planning, and investment strategies. Brian is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
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.
Edward Jones - Financial Advisor: Craig F Finger, CFP®|AAMS™
Edward Jones - Financial Advisor: Craig F Finger, CFP®|AAMS™ is a reputable financial institution located at 822 Portage Trail in Cuyahoga Falls, Ohio, United States. With a focus on providing personalized financial planning services, Craig F Finger, a certified financial planner and accredited asset management specialist, helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or create a comprehensive financial strategy, Craig F Finger and his team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
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.
Fitting Tax & Financial
Fitting Tax & Financial is a finance institution located at 3808 Mogadore Road in Mogadore, Ohio, United States. New users can set up access to their portal, while current users can securely send tax-related information. The institution provides quick access to important tax-related links and aims to help individuals understand financial concepts such as insurance, investing, retirement, estate planning, and wealth preservation. Visitors can gain tips and valuable information to maintain financial health, which can be mailed to their doorstep. Fitting Tax and Financial also partners with the Village of Mogadore for Shred Day every year on the first Saturday in May, allowing individuals to safely dispose of old tax returns and financial documents.
Edward Jones - Financial Advisor: Keith M Stults, CFP®|AAMS™
Edward Jones - Financial Advisor: Keith M Stults, CFP®|AAMS™ is a reputable finance institution located at 6531 Market Avenue North in Canton, Ohio, United States. With a focus on providing personalized financial planning and investment services, Keith M Stults, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: Keith M Stults, CFP®|AAMS™ is dedicated to providing quality financial advice and exceptional customer service.
Micaela Marie Amburgey - Financial Advisor, Ameriprise Financial Services, LLC
Micaela Marie Amburgey is a Financial Advisor at Ameriprise Financial Services, LLC located at 1315 Corporate Drive, Hudson, Ohio, United States. Micaela 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 Micaela's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, risk management, and more. With a commitment to excellence and a dedication to helping clients achieve their financial goals, Micaela Marie Amburgey is a trusted financial advisor in the Hudson area.
Scott Sieverts - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Sieverts - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest in Canton, Ohio, offers a wide range of financial services. Scott Sieverts 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in areas such as asset management, retirement planning, estate planning, and investment strategies, Scott Sieverts is dedicated to providing top-notch financial advice and services to clients in the Canton area.
Zeigler Philip
Zeigler Philip is a reputable insurance agency located at 1629 Rombach Avenue in Wilmington, Ohio, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Zeigler Philip is dedicated to helping individuals and businesses protect what matters most. Their team of experienced agents is committed to delivering exceptional customer service and ensuring that clients have the coverage they need for peace of mind. Whether you are looking for auto, home, life, or business insurance, Zeigler Philip is here to help you navigate the complexities of the insurance market and find the right policy for you. Contact them today to learn more about their services and how they can assist you with all your insurance needs.
Sean Savage
Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.
Russ Karban
Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in serving both individuals/families and businesses, Russ Karban offers expert advice and personalized financial planning tailored to each client's unique needs. With a background in finance and a commitment to the fiduciary principle, Russ has earned a reputation for fair dealing and always putting his clients' best interests first. His expertise includes retirement planning, college tuition savings, and portfolio management to minimize tax liability. As Managing Executive at Savage and Associates, Russ oversees the strategic direction of the Investment Department and plays a key role in the company's overall growth and success. Russ holds several securities registrations and designations, including AIF®, CLU®, ChFC®, and CFP®. He and his wife, Amny, are active members of the Sylvania community and are involved in various service and charitable organizations. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates. Please note that information provided on external websites may not be complete or accurate.
Dan Finkel
Dan Finkel is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. As a member of Savage and Associates since 1999, Dan specializes in helping clients build wealth through retirement savings and protecting that wealth with life, health, and disability insurance. He is dedicated to keeping investment fees and expenses low compared to others in the industry. Dan encourages clients to have a monthly savings goal leading up to retirement and a sustainable withdrawal rate in retirement. In addition, he assists those in retirement with Medicare plans and Medicare Supplement insurance. Dan is a graduate of Miami University with a Bachelor of Science degree in business. He is registered in multiple states for securities and holds designations such as AIF®, LUTCF®, ChFC®, and CFP®. In his free time, Dan enjoys practicing Aikido, bicycling in the summer, and participating in charity events like the MS Bike to the Bay. He is an active member of the Toledo’s Historic Old West End neighborhood.
Curtis Frisch
Curtis Frisch is a finance institution located at 2498 Bluestone Drive, Findlay, Ohio, United States. They are registered in multiple states and offer securities designations such as ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner). At Curtis Frisch, they work closely with clients to understand their personal and financial goals. Whether you are planning for retirement, education, estate planning, or tax strategies, Jonathan and Curtis will evaluate your current situation and provide recommendations to help you achieve your goals.
Alluvial Private Wealth (Marion)
Alluvial Private Wealth in Marion, Ohio, is a finance institution that is expanding with the opening of a new office in Northeast Ohio/Cleveland. Led by Randy Bliss, CFP®, our team of specialists is committed to serving individuals, high-net-worth families, businesses, and non-profit organizations. We offer services such as retirement planning, investment management, and special needs planning. With decades of experience and a focus on personalized service, we strive to help our clients achieve financial success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are dedicated to providing top-notch financial planning services. Visit us at 107 North Main Street to meet our team and learn more about how we can assist you with your financial goals.
Benjamin F. Edwards
Benjamin F. Edwards is a finance institution located at 7322 Center Street in Mentor, Ohio, United States. The institution is led by a team of experienced professionals including Peter Ferrante, CFP® - Branch Manager, Managing Director – Investments, and Tanner Smith, who delivers customized financial advice to clients striving to reach their goals. The institution is affiliated with Benjamin F. Edwards® & Co. and Benjamin F. Edwards Wealth ManagementSM LLC, offering a range of financial services including investment advice, financial planning, and asset allocation guidance. The team at Benjamin F. Edwards is dedicated to providing personalized, client-centered service with a focus on trust, integrity, and mutual respect. Whether you are planning for retirement, managing your finances, or looking to invest, Benjamin F. Edwards is committed to helping you achieve your financial goals.
Wealth Dimensions Group
Wealth Dimensions Group is a finance institution located at 7870 East Kemper Road in Cincinnati, Ohio, United States. Our team of experienced professionals is dedicated to bringing clarity and confidence to your financial life, helping you navigate the complexities of wealth management. With a focus on creating a judgment-free and safe environment, we aim to help our clients achieve their financial goals and overcome any obstacles holding them back. Our interdisciplinary team holds prestigious credentials such as the CFA®, CFP®, and CDFA®, ensuring top-notch expertise in building and executing comprehensive financial plans. As one of the longest-standing independent investment advisory firms in Cincinnati and beyond, we have been helping clients simplify their financial lives for over 30 years. Contact us at (513) 554-6000 to schedule a call with our team and take the first step towards financial peace of mind.
Alluvial Private Wealth (Cleveland)
Alluvial Private Wealth in Cleveland, Ohio is a finance institution located at 812 Huron Road East. Just like the fertile alluvial soil that provides the perfect conditions for growth, our firm is dedicated to helping individuals, families, businesses, and non-profit organizations thrive financially. Led by Randy Bliss, CFP®, our team of specialists is committed to providing personalized wealth management services to help you plan for retirement, manage your investments, and navigate complex financial situations. With decades of experience and numerous credentials, we are here to help you maximize your financial success.
True Wealth Design
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.
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