TOP 30 Financial asset management in Massillon, Ohio

23 results found

Chlebina Capital Management, LLC is a finance institution located at 843 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals specializes in providing comprehensive financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, we are dedicated to helping you succeed. Contact us today to learn more about how we can assist you in managing your capital effectively.

Summit Wealth Management, LLC is a finance institution located at 2150 North Cleveland Massillon Road, Akron, Ohio, United States. With a team of experienced CPA’s, the institution understands how life changes can impact your financial situation. As Registered Investment Advisors, their focus is on creating investment strategies that are tailored to your individual circumstances. Whether you are facing a financial setback or a sudden windfall, Summit Wealth Management will adjust your portfolio to ensure your future success. The institution prioritizes your comfort and will work with you until you are satisfied with your unique wealth management strategy.

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.

Edward Jones - Financial Advisor: Jason Byers, AAMS™ is a reputable finance institution located at 57 1st Street Southeast in Massillon, Ohio, United States. Jason Byers, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized attention and tailored solutions, Edward Jones provides a comprehensive range of financial services to individuals and businesses. Trust Jason Byers and the team at Edward Jones to guide you towards a secure financial future.

North Star Wealth Management is a premier finance institution located in Akron, Ohio. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At North Star Wealth Management, we pride ourselves on providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Visit us at 300 North Cleveland Massillon Road to learn how we can help you reach your financial goals.

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.

Jonathan Kurcsak is an Associate Advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road in Akron, Ohio, United States. Jonathan holds a variety of 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®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Jonathan is dedicated to providing comprehensive financial services to individuals and small business owners. Contact Jonathan Kurcsak for expert financial advice and guidance.

Jason 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.

Phillip 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.

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.

Tim 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.

Missy 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.

Buell & Olivieri Insurance, located at 3249 Wales Avenue Northwest in Massillon, Ohio, has been a trusted provider of insurance and financial solutions since 1960. Specializing in health insurance, our agency is dedicated to establishing strong relationships with our clients by offering practical solutions and exceptional service. Our team shops around with multiple carriers to secure the best rates for each individual, family, or business. We work diligently to ensure that you receive the coverage you need at a price that fits your budget. Our professionals tailor policies to meet your specific requirements, ensuring that you receive the best possible rates on the market.

Located in Massillon, Ohio, the Marshall Weinberg Group is a reputable finance and insurance agency situated at 160 Lincoln Way East. With a team of experienced professionals, they offer a wide range of financial services including investment planning, insurance coverage, retirement planning, and wealth management. Whether you are looking to secure your financial future or protect your assets, Marshall Weinberg Group is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.

Vaughn & Company is a premier hair care institution located at 869 North Cleveland Massillon Road in Akron, Ohio. Our team of skilled and experienced stylists are dedicated to providing top-notch services to help you achieve the perfect look for any occasion. From haircuts and styling to color treatments and hair extensions, we offer a wide range of services to cater to your individual needs. Visit us today and experience the difference at Vaughn & Company.

Jim Lupica is a reputable finance institution located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. With a strong focus on providing top-notch financial services to its clients, Jim Lupica offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Jim Lupica are dedicated to providing personalized and reliable financial guidance. Trust Jim Lupica to help you navigate the complex world of finance with confidence and peace of mind.

Liam B. Guiney, Stratos Wealth Partners is a finance institution located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Jeff Stoll - Raymond James is a finance institution located at 2177 Nave Road Southeast in Massillon, Ohio, United States. This institution offers a wide range of financial services, including investment advice, retirement planning, wealth management, and more. With a team of experienced professionals, Jeff Stoll - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Jeff Stoll - Raymond James is here to provide personalized solutions tailored to your individual needs.

Jeffry Axe is a well-established finance institution located at 2200 Wales Avenue Northwest in Massillon, Ohio, United States. With a strong reputation for providing top-notch financial services, Jeffry Axe is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, Jeffry Axe offers a wide range of services to meet the diverse needs of its clients. With a team of experienced professionals and a commitment to excellence, Jeffry Axe is a trusted partner for all your financial needs.

Foster Sharrock & Co is a reputable finance institution located at 3500 Massillon Road in Uniontown, Ohio. With a strong track record of providing top-notch financial services, they specialize in investment management, financial planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Foster Sharrock & Co is committed to providing personalized solutions tailored to your unique needs. Visit them today to learn more about how they can help you reach your financial goals.

Benjamin B. deForest, LLC, Elder Law Attorney is a legal institution located in Massillon, Ohio, United States. Specializing in Elder Law, Medicaid Planning, and Asset Protection, Attorney Benjamin B. deForest has over 38 years of experience, with a focus on Elder Law and Medicaid Planning for the past 28 years. The institution assists families with Nursing Home Admissions, Medicaid, and protecting assets while paying for Nursing Home care. Proper Medicaid planning involves executing legal documents, structuring assets, and maximizing asset protection. With the right legal strategy, up to 100% of marital assets can be protected for married couples, and around 60-70% for single individuals. The institution provides services at Nursing Facilities, Assisted Living Facilities, or family residences. Medicaid Planning allows residents to obtain Medicaid eligibility by converting assets into income, while Asset Protection safeguards assets from unnecessary spending on Nursing Facilities. Critical documents like Financial Power of Attorney are essential for asset management. Contact Benjamin B. deForest, LLC for experienced legal guidance in Elder Law and Medicaid Planning.

Amherst Ridge LLC is a reputable institution located at 309 Gail Avenue Northeast, Massillon, Ohio, United States. We specialize in providing top-notch financial services and investment opportunities for our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Amherst Ridge LLC is here to guide you every step of the way. Contact us today to learn more about how we can help you reach your financial goals.

Brink's Inc is a renowned security and logistics company located at 300 Nova Drive Southeast in Massillon, Ohio, United States. With a strong reputation for providing top-notch security solutions, Brink's Inc offers a wide range of services including armored transportation, cash management, and ATM services. Their team of highly trained professionals ensures the safe and secure handling of valuable assets for businesses and individuals alike. Trust Brink's Inc to safeguard your assets with their unparalleled expertise and commitment to excellence.