Financial advisors in Akron, OH
179 results found
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UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 175 Montrose West Avenue in Akron, Ohio, United States. Known for its expertise in wealth management, investment banking, asset management, and other financial services, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, UBS Financial Services Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
175 Montrose W Ave 3rd Floor, Akron, OH 44321, United States -
Merrill Lynch Financial Advisor Andrew D. Harding
● ClosedMerrill Lynch Financial Advisor Andrew D. Harding 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, Andrew D. Harding and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Andrew D. Harding is here to help guide you every step of the way. Trust in their expertise and experience to secure your financial future.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Edward Jones - Financial Advisor: Josh Kaluzne, AAMS™
● ClosedEdward Jones - Financial Advisor: Josh Kaluzne, AAMS™ is a reputable financial institution located at 919 East Turkeyfoot Lake Road in Akron, Ohio, United States. Specializing in finance, this institution offers personalized financial planning services to help clients achieve their financial goals. With the expertise of Financial Advisor Josh Kaluzne, AAMS™, clients can expect tailored investment strategies, retirement planning, and wealth management solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones is dedicated to providing top-notch financial advice and guidance.
919 East Turkeyfoot Lake Road D, Akron, OH 44312, United States -
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.
972 East Turkeyfoot Lake Road, Akron, OH 44312, United States -
Phillip Peachock - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPhillip Peachock, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3333 Massillon Road in Akron, Ohio, offers a range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Phillip Peachock is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for guidance on portfolio management, insurance products, or tax planning, Phillip Peachock can help you navigate the complexities of the financial world. Contact Phillip Peachock at Ameriprise Financial Services, LLC for personalized financial solutions tailored to your unique goals and needs.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
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.
972 East Turkeyfoot Lake Road, Akron, OH 44312, United States -
Brian Sutphin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrian 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.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
AXA Advisors, LLC: Mark C. Pagni
● ClosedAXA Advisors, LLC: Mark C. Pagni is a finance institution located at 3700 Embassy Parkway in Akron, Ohio, United States. Specializing in financial planning and investment services, AXA Advisors provides personalized solutions to help clients achieve their financial goals. Mark C. Pagni and his team offer expert advice and guidance to individuals and businesses, helping them navigate the complexities of the financial world and secure their financial futures. With a focus on building long-term relationships based on trust and integrity, AXA Advisors, LLC: Mark C. Pagni is committed to providing top-notch financial services to their clients.
3700 Embassy Pkwy, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor William Todd Kiick
● ClosedMerrill Lynch Financial Advisor William Todd Kiick, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized financial services through Cunningham, Kiick & Associates. Their mission is to help clients and their families pursue their goals and enjoy the wealth they have created. The team brings shared ideas and resources to provide a strategy that puts clients at the center of the planning process. With access to global investing capabilities from Merrill and banking solutions from Bank of America, they assist in identifying and prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team works closely with clients to develop a personalized financial strategy aligned with their goals, addressing financial needs at every stage of life. By getting to know clients personally and understanding what matters most to them, they offer a customized investment approach to help achieve their goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Whether it's planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor William Todd Kiick is dedicated to helping clients live their best financial life.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor Charles W Freeman
● ClosedMerrill Lynch Financial Advisor Charles W Freeman, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a respected finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We believe in understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, we offer services such as asset allocation, financial strategies, retirement planning, estate planning, education planning, insurance planning, tax minimization strategies, and lending solutions. Our personalized approach to wealth management ensures that we evaluate and coordinate each client's financial needs and goals to support efficient wealth transfer across generations. The Freeman-O'Connell Wealth Management Group has been serving the Northeast Ohio and Akron Communities for over 38 years, providing professional knowledge in simple language to explain complex financial topics. We believe in building personal relationships based on trust, offering financial strategies tailored to meet specific needs, and providing professional knowledge to help you achieve your short and long term goals. Let us work together to help you reach your financial goals and navigate the complexities of your financial life.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
John S Trecaso - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn S Trecaso is a financial advisor at Ameriprise Financial Services, LLC located at 2311 West Market Street in Akron, Ohio, United States. With a focus on individual goals and risk tolerance, John provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular meetings are held to review progress, update strategies, and track overall success. Clients have convenient access to their investments and accounts from any device, ensuring transparency and security in their financial planning. For those interested in learning more about John's services, a complimentary initial consultation can be scheduled to discuss financial goals and strategies. Ameriprise Financial Services, LLC offers investment products and services that are not insured by the FDIC, NCUA, or any federal agency, and may involve investment risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC.
2311 W Market St #1a, Akron, OH 44313, United States -
Nick Bryant - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNick Bryant - Financial Advisor at Ameriprise Financial Services, LLC, located at 3333 Massillon Road, Akron, Ohio, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They provide regular goal reviews, updates, and progress tracking to help clients achieve their financial objectives. Clients can access their investments and accounts from any device securely. If you have questions or would like to schedule a complimentary initial consultation, contact Nick Bryant. Background and qualification information is available on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. They focus on client goals such as retirement, education, or major purchases, and aim to provide a positive financial future.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
Chris Humphrey - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChris Humphrey is a financial advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road, Akron, Ohio, United States. With a focus on personalized financial advice, Chris takes the time to understand your goals and help you prepare for the expected and unexpected things in life. Whether you are saving for college, planning for retirement, or making investments, Chris can provide guidance to help you feel more confident and in control of your financial future. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Chris today. Background and qualification information is available on FINRA's BrokerCheck website. As a registered investment adviser, Ameriprise Financial Services, LLC offers a range of investment products and services to help you achieve your financial goals and preserve your assets.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
CCI Financial Group Inc.
● OpenCCI Financial Group Inc. is a reputable finance institution located at 1653 Merriman Road in Akron, Ohio, United States. With a strong focus on providing top-notch financial services, CCI Financial Group Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, their team of experts is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a track record of success, CCI Financial Group Inc. is a trusted partner for all your financial needs.
1653 Merriman Rd Suite 210, Akron, OH 44313, United States -
Merrill Lynch Financial Advisor David Alan Courtad
● ClosedMerrill Lynch Financial Advisor David Alan Courtad is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. David Courtad, an experienced wealth management advisor since 1986, leads the Courtad Group in coordinating wealth management strategies for clients. The team also includes Ethan, who brings engineering skills to help clients achieve their goals. The multigenerational team with 54 years of experience helps high net worth families maximize opportunities and pursue visions across generations. They offer personalized financial strategies aligned with lifetime goals, from education funding to legacy planning. The team works closely with clients to provide clarity and vision in achieving what matters most. With a dynamic and personalized approach to wealth management, they help clients navigate life's changes and financial challenges. By understanding each client's unique goals and priorities, the team develops customized investment strategies to pursue lifestyle goals in any financial environment. The Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on individual goals. With a focus on personalized service and comprehensive financial solutions, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Tim Channel - Branch Manager, Ameriprise Financial Services, LLC
● ClosedTim Channel - Branch Manager at Ameriprise Financial Services, LLC is a finance institution located at 3333 Massillon Road in Akron, Ohio, United States. Tim Channel 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®, 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 Tim Channel's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and more. Tim Channel is dedicated to providing top-notch financial services to clients, ensuring they receive expert advice and guidance for their financial goals.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Netherton, Channel & Associates - Ameriprise Financial Services, LLC
● ClosedNetherton, Channel & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3333 Massillon Road, Akron, Ohio, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution provides regular reviews and updates to track progress and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial goals and risk tolerance. Ameriprise financial advisors are registered in certain U.S. states and adhere to FINRA's regulations. They emphasize the importance of understanding risk tolerance in investment strategies. Ameriprise Financial Services, LLC cannot guarantee future financial results. Users of the site agree to abide by the institution's rules and regulations. They value referrals and strive to help friends and family members achieve their financial goals.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
Edward Jones - Financial Advisor: Vince Rosnack
● ClosedEdward Jones - Financial Advisor: Vince Rosnack is a reputable financial institution located at 529 Canton Road in Akron, Ohio, United States. As a dedicated finance professional, Vince Rosnack offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, Vince Rosnack can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Vince Rosnack is a trusted partner in helping individuals and families secure their financial future.
529 Canton Rd Suite 100, Akron, OH 44312, United States -
Missy Knotts - Registered Practice Associate, Ameriprise Financial Services, LLC
● OpenMissy Knotts is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 3333 Massillon Road in Akron, Ohio, United States. Missy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, investment strategies, retirement planning, estate planning, and more. She is dedicated to providing comprehensive financial planning services to individuals, small business owners, retirees, and high net worth clients. With a strong emphasis on ethical practices and continuous education, Missy Knotts is committed to helping clients achieve their financial goals and secure their financial future.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
Merrill Lynch Financial Advisor James Carpas
● ClosedMerrill Lynch Financial Advisor James Carpas is a reputable finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing personalized financial advice and services, James Carpas and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor James Carpas offers expert guidance and support to help you make informed decisions and build a solid financial foundation.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Akron Tax & Appraisal Inc
● OpenAkron Tax & Appraisal Inc is a trusted accounting and finance institution located at 1664 State Road in Cuyahoga Falls, Ohio, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, appraisal services, financial consulting, and more. Our commitment to excellence and personalized service sets us apart as a top choice for individuals and businesses seeking expert financial guidance. Visit us today to see how we can help you achieve your financial goals.
1664 State Rd, Cuyahoga Falls, OH 44223, United States -
OFG Advisors Inc.
● ClosedOFG Advisors Inc. is a reputable accounting and finance institution located at 137 South Main Street in Akron, Ohio, United States. Our team of experienced professionals provides expert financial advice and guidance to individuals and businesses seeking to optimize their financial strategies. With a commitment to excellence and a dedication to client satisfaction, OFG Advisors Inc. is the trusted choice for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.
137 S Main St Suite 208, Akron, OH 44308, United States -
Gardens Wealth Management Wells Fargo Advisors Financial Network
● OpenGardens Wealth Management Wells Fargo Advisors Financial Network is a premier financial services firm located at 4040 Embassy Parkway, Suite 400, Akron, OH 44333, United States. Specializing in personalized wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a comprehensive range of services, including investment management, retirement planning, estate planning, and risk management. At Gardens Wealth Management, we pride ourselves on providing tailored financial strategies and exceptional client service. Whether you are an individual, family, or business, our goal is to guide you through every stage of your financial journey with expertise and integrity.
4040 Embassy Pkwy #400, Akron, OH 44333, United States -
W3 Global Accounting.
● ClosedW3 Global Accounting is a leading accounting and finance institution located at 82 North Miller Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust W3 Global Accounting for all your accounting and finance needs.
82 N Miller Rd, Akron, OH 44333, United States -
Business & Technology Management Solutions
● OpenBusiness & Technology Management Solutions is a leading institution located at 1314 Clifton Avenue in Akron, Ohio, United States. Our expert team offers comprehensive solutions for businesses looking to optimize their operations through the integration of cutting-edge technology and efficient management strategies. With a focus on innovation and practicality, we provide tailored solutions to help businesses thrive in today's competitive market. Whether you need assistance with IT infrastructure, project management, or strategic planning, our team is here to support your success. Contact us today to learn more about how Business & Technology Management Solutions can help your business reach its full potential.
1314 Clifton Ave, Akron, OH 44310, United States -
Rocca Wealth Preservation, LLC
● OpenRocca Wealth Preservation, LLC is a finance institution located at 3513 Dollar Drive in Akron, Ohio, United States. Specializing in wealth preservation, our team of experts is dedicated to helping clients secure their financial future through strategic investment and financial planning. With a focus on long-term growth and stability, Rocca Wealth Preservation, LLC offers personalized solutions tailored to each client's unique financial goals and circumstances. Trust us to safeguard and grow your wealth for generations to come.
3513 Dollar Dr, Akron, OH 44319, United States -
Fully Accountable | eCommerce Accountants
● ClosedFully Accountable | eCommerce Accountants is a leading accounting and finance institution located at 2725 Abington Road in Akron, Ohio, United States. Specializing in serving eCommerce businesses, our team of expert accountants provides comprehensive financial services tailored to meet the unique needs of online retailers. From bookkeeping and tax preparation to financial analysis and strategic planning, we are dedicated to helping our clients achieve their financial goals and maximize their profitability. Trust Fully Accountable | eCommerce Accountants to handle all your accounting and finance needs with precision and professionalism.
2725 Abington Rd, Akron, OH 44333, United States -
Lake Shore Insurance Agency
● ClosedLake Shore Insurance Agency, located at 735 Beta Drive in Mayfield, Ohio, is your go-to insurance agency for all your coverage needs in Northeast Ohio. Serving counties such as Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage, we pride ourselves on offering smarter insurance solutions tailored to your specific industry and risk management challenges. Our team of experts is dedicated to providing you with the utmost attention and expert advice to protect your financial security and quality of life. Whether you're a small business or a large corporation, we offer comprehensive coverage and risk management solutions to safeguard what matters most to you.
735 Beta Dr Suite E, Mayfield, OH 44143, United States -
Lake Shore Insurance Agency
● ClosedLake Shore Insurance Agency is a trusted insurance agency located at 10950 Pearl Road in Strongsville, Ohio. Serving Northeast Ohio, including Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we specialize in providing smarter insurance solutions tailored to your specific needs. Our team of experts understands the risks your industry faces and works diligently to create innovative risk management strategies. We are dedicated to ensuring our clients' financial security and quality of life by providing expert advice and personalized attention. As your insurance advisor, we help you make informed decisions to protect yourself from the unexpected and plan for the future. Our comprehensive insurance solutions are designed to protect what matters most to you.
10950 Pearl Rd STE A4, Strongsville, OH 44136, United States
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