TOP 10 Best Financial advisor for retirees in Akron, Ohio
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HUNT FINANCIAL GROUP
● ClosedHunt Financial Group is a finance institution located at 3867 West Market Street in Akron, Ohio, United States. They specialize in helping individuals plan for their financial future, no matter what stage of life they are in. Their experienced advisors offer comprehensive financial planning and asset management services to clients, whether they are young professionals, young families, retirees, or business owners. Hunt Financial Group believes that a successful financial plan starts with understanding your life and goals, and they are committed to creating flexible plans that can adapt as your life changes. They are affiliated with Cambridge Investment Research, Inc., a Broker/Dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hunt Financial Group serves individuals in multiple states across the U.S. and aims to establish long-term relationships with their clients.
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Merrill Lynch Financial Advisor Kenneth D Cunningham
● ClosedMerrill 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.
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Mark Fryer - Ameriprise Financial Services, LLC
● OpenMark Fryer - Ameriprise Financial Services, LLC, located at 3418 Ridgewood Road in Akron, Ohio, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The professionals at Mark Fryer - Ameriprise Financial Services, LLC hold various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at Mark Fryer - Ameriprise Financial Services, LLC is equipped to help you navigate through the complexities of financial management. Additionally, they offer specialized services for specific needs, such as domestic partnership planning, estate planning, and retirement planning for seniors. With a focus on ethics, professionalism, and continuing education, Mark Fryer - Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
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Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™
● OpenEdward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™ is a reputable financial institution located at 3465 South Arlington Road in Akron, Ohio, United States. Specializing in providing comprehensive financial planning services, Jerome A Rieke is a Certified Private Wealth Advisor and Accredited Asset Management Specialist. With a focus on personalized wealth management strategies, clients can trust in the expertise and professionalism of Edward Jones to help them achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Jerome A Rieke and his team are dedicated to providing top-notch financial advice and guidance to clients in the Akron area.
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Kelly Pariso - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKelly 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.
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Jason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3333 Massillon Road, Akron, Ohio, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. Jason Netherton holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Jason Netherton is dedicated to helping clients achieve their financial goals. Additionally, the institution offers specialized certifications such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Chartered Financial Analyst® to cater to specific needs and requirements. Whether you are planning for retirement, managing assets, or seeking advice on investments, Jason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC, is committed to providing personalized and professional financial services to help you secure your financial future.
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Rachel Stahl - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRachel Stahl is a Financial Advisor at Ameriprise Financial Services, LLC located at 972 East Turkeyfoot Lake Road in Akron, Ohio, United States. Rachel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. She is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Rachel is committed to helping clients make informed financial decisions. Additionally, Rachel is a Certified Divorce Financial Analyst and is trained in behavioral finance to better understand and address the needs of her clients. Contact Rachel Stahl for expert financial advice and personalized wealth management solutions.
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Daniel Rohr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Rohr is a financial advisor at Ameriprise Financial Services, LLC located at 972 East Turkeyfoot Lake Road in Akron, Ohio, United States. Daniel holds numerous 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 Daniel's expertise in various aspects of financial planning, including asset management, retirement planning, estate planning, investment strategies, and more. Daniel is dedicated to providing his clients with comprehensive and personalized financial advice to help them achieve their financial goals.
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Merrill Lynch Financial Advisor Peter F Wojanowski
● ClosedMerrill Lynch Financial Advisor Peter F Wojanowski is a reputable finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. With a focus on providing expert financial advice and services, Peter F Wojanowski and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Merrill Lynch Financial Advisor Peter F Wojanowski offers personalized solutions to meet your needs. With a commitment to excellence and a wealth of experience in the finance industry, clients can trust in the expertise and professionalism of this institution.
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Golden Reserve
● ClosedGolden Reserve, located at 302 North Cleveland Massillon Road in Akron, Ohio, is a finance institution that specializes in helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Summit County and beyond. The institution has been recognized for its expertise in retirement planning, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have trusted Golden Reserve to provide the support they need to safeguard their savings. The team of Retirement Planners at Golden Reserve is dedicated to helping clients navigate the risks of retirement and create personalized Roadmaps for Retirement℠ to address their specific needs.
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True Wealth Design
● ClosedTrue 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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Dakota Wealth Management
● ClosedDakota Wealth Management is a leading finance institution located at 275 Springside Drive in Akron, Ohio, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Dakota Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.
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Creative Retirement Planning, LLC
● ClosedCreative Retirement Planning, LLC is a finance institution located at 411 Wolf Ledges Parkway in Akron, Ohio, United States. Our team of financial experts specializes in helping individuals plan for a secure and fulfilling retirement. Whether you are nearing retirement age or just starting to think about your future, our personalized approach will help you navigate the complexities of retirement planning. From investment strategies to estate planning, we are dedicated to helping you achieve your financial goals and enjoy peace of mind in your retirement years. Contact us today to schedule a consultation and start planning for your future with confidence.
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PNC Wealth Management
● OpenPNC Wealth Management is a premier financial institution located in Akron, Ohio, United States. As a trusted name in finance, PNC Wealth Management offers a wide range of services to help individuals and families achieve their financial goals. From investment management to estate planning, their team of experts is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on long-term success, PNC Wealth Management is the go-to choice for those seeking expert financial guidance.
Akron, OH 44308, United States
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