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TOP 30 Financial planning and investment in Akron, OH
145 results found
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Rachel Stahl - Financial Advisor, Ameriprise Financial Services, LLC
Rachel 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.
Phillip Peachock - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Daniel Rohr - Financial Advisor, Ameriprise Financial Services, LLC
Daniel 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.
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.
Merrill Lynch Financial Advisor William Todd Kiick
Merrill 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.
John S Trecaso - Financial Advisor, Ameriprise Financial Services, LLC
John 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.
Chris Humphrey - Financial Advisor, Ameriprise Financial Services, LLC
Chris 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.
CCI Financial Group Inc.
CCI 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.
Merrill Lynch Financial Advisor David Alan Courtad
Merrill 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.
Tim Channel - Branch Manager, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Peter F Wojanowski
Merrill 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.
Edward Jones - Financial Advisor: Vince Rosnack
Edward 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.
Missy Knotts - Registered Practice Associate, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor James Carpas
Merrill 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.
The Milestone Center for Retirement & Estate Planning
The Milestone Center for Retirement & Estate Planning is a leading finance institution located at 2780 South Arlington Road in Akron, Ohio, United States. Our experienced team of financial experts is dedicated to helping individuals plan for a secure and comfortable retirement, as well as effectively manage their estates. With personalized strategies and comprehensive services, we strive to guide our clients towards their financial milestones with confidence and peace of mind. Trust the Milestone Center for expert advice and support in navigating the complexities of retirement and estate planning.
Stone Financial Network, Inc.
Stone Financial Network, Inc. is a comprehensive financial institution located at 1655 West Market Street in Akron, Ohio, United States. Specializing in accounting, finance, health, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment planning, health insurance coverage, or risk management, Stone Financial Network, Inc. is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Tom Danko - State Farm Insurance Agent
Tom Danko - State Farm Insurance Agent is located at 565 East Main Street in Canfield, Ohio, United States. This insurance agency is led by Tom Danko, who holds a BS and Masters from the University of Akron. Tom Danko is a respected member of the community, having served as the Past President of the Rotary Club of Canfield and a two-time Paul Harris Fellow. He has also been involved in various community organizations such as First Night Canfield and the Canfield Charter Review Committee. At Tom Danko - State Farm Insurance Agent, customers can expect personalized service and expert advice on a wide range of insurance products. From life insurance to annuities, Tom Danko and his team are dedicated to helping clients find the right coverage to protect their assets and loved ones. Additionally, the agency offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.
Rocca Wealth Preservation, LLC
Rocca 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.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 3800 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing financial security and protection for its clients, Northwestern Mutual offers a wide range of insurance and investment products and services. Whether you are looking for life insurance, retirement planning, or wealth management solutions, Northwestern Mutual's team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Northwestern Mutual to provide you with personalized and comprehensive financial planning services to secure your future.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 4000 Embassy Parkway in Akron, Ohio, is a trusted insurance agency offering a range of financial products to meet your individual needs. Whether you are planning for your personal or business financial future, our personalized guidance and solutions can help you make informed decisions. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances at any life stage. At Western & Southern Life, we are committed to providing high-quality insurance and financial services to support you and your family. Our comprehensive rewards package and world-class training opportunities demonstrate our dedication to your personal success. As a member of the Western & Southern Financial Group, we strive to bring you the best products and services to help you achieve your financial goals.
Papas & Associates, LLC
Papas & Associates, LLC is a reputable finance and insurance agency located at 1650 West Market Street in Akron, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are committed to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about how we can assist you in securing your financial future.
Huntington Insurance
Huntington Insurance, located at 1060 Kenmore Boulevard in Akron, Ohio, is a trusted insurance agency dedicated to protecting what matters most to you. With caring service and a range of insurance products offered by Huntington Insurance, Inc., you can find the right coverage for your family, home, and valuables. Planning for life insurance now can provide peace of mind for the unexpected. Whether it's for your vehicle, boat, RV, or other assets, motor vehicle insurance can help protect you financially in case of an accident. If you have any questions or can't find what you're looking for, our team is ready to assist you in person, online, or over the phone. Remember that lending products are subject to credit approval, and investment, insurance, and non-deposit trust products may have different terms and conditions. While browsing our website, please be aware that you may be leaving huntington.com and visiting a third-party site with different privacy and security practices. We look forward to welcoming you back soon!
Farmers Insurance - Nicholas Hill
Located at 572 West Market Street in Akron, Ohio, the Farmers Insurance - Nicholas Hill agency is dedicated to providing personalized insurance services to the local community. As a proud resident of the area, Nicholas Hill prioritizes education and personal attention for all clients. Whether you are in need of home, financial services, life, auto insurance, or more, the agency is committed to helping you find the most comprehensive and cost-effective solutions for your needs. With a focus on community-driven values, the agency is honored to protect its neighbors and provide expert guidance on coverage options. From home insurance to renters insurance, condo insurance, business insurance, and more, the Nicholas Hill Agency offers a wide range of insurance products to suit your needs. Additionally, the agency can assist with financial planning and investment services through Farmers Financial Solutions. Contact the agency today for a personalized insurance quote and start securing your future with Farmers Insurance.
Vaughn & Company
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.
Prosperity Advisors
Prosperity Advisors is a trusted finance and insurance agency located at 275 Springside Drive in Akron, Ohio, United States. Our team of experienced advisors is dedicated to helping clients achieve financial prosperity and security through personalized financial planning and insurance solutions. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Prosperity Advisors is committed to guiding you every step of the way. Contact us today to start building a prosperous financial future.
Goldthwaite Safran Group - Morgan Stanley
Goldthwaite Safran Group - Morgan Stanley is a reputable finance institution located at 3700 Embassy Parkway in Akron, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their focus on personalized solutions and client-centric approach sets them apart in the industry. Whether you are looking to grow your wealth or plan for the future, Goldthwaite Safran Group - Morgan Stanley is dedicated to helping you achieve your financial goals.
Jim Lupica
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.
The Heritage Group - Morgan Stanley
The Heritage Group - Morgan Stanley is a respected finance institution located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong reputation for providing expert financial services, the institution offers a wide range of investment and wealth management solutions to its clients. With a team of experienced professionals, The Heritage Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth management services, this institution is committed to providing personalized solutions to meet your needs.
Baird Private Wealth Management
Baird Private Wealth Management is a prestigious finance institution located at 3875 Embassy Parkway in Akron, Ohio, United States. With a focus on providing personalized wealth management services, Baird is dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers expert guidance and tailored solutions to help clients navigate the complexities of investing and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Baird Private Wealth Management is committed to delivering exceptional service and results.
Jentner Wealth Management
Jentner Wealth Management is a reputable finance institution located at 3677 Embassy Parkway in Akron, Ohio, United States. With a focus on helping clients achieve their financial goals, Jentner Wealth Management offers personalized wealth management services tailored to individual needs. Their team of experienced professionals provides expert advice and guidance to help clients build and preserve their wealth for the future. Whether it's retirement planning, investment management, or estate planning, Jentner Wealth Management is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
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