TOP 30 Financial planning for small business owners in Akron, Ohio

24 results found

Symphony Financial Services, Inc. is a finance and legal institution located at 4100 Embassy Parkway in Akron, Ohio, United States. We specialize in bringing harmony to your financial future by carefully building and tailoring portfolios to fit each client's unique goals and objectives. Our focus on risk management ensures that your investments are aligned with your financial planning needs, both short and long term. We offer services such as risk management, insurance policy reviews, retirement income planning, social security strategies, debt management, estate planning, and business succession planning. Our expertise in tax laws and business knowledge allows us to provide comprehensive solutions that meet your specific needs and fit within your financial picture.

McCauley Financial, LLC is a reputable finance institution located at 4040 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing top-notch financial services, McCauley Financial, LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at McCauley Financial, LLC is here to help. Trust in their expertise and dedication to help you achieve your financial goals.

JLW Tax & Financial Services LLC is a reputable accounting and finance institution located at 839 East Market Street in Akron, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, JLW Tax & Financial Services LLC is dedicated to helping you navigate the complexities of taxes and finances to achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

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.

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.

UBS 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.

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 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.

The Ohio Small Business Development Center, located at 526 South Main Street in Akron, Ohio, is part of a nationwide network of centers dedicated to helping small businesses succeed. Managed by the US Small Business Administration, the Ohio SBDC system is under the Ohio Development Services Agency and serves Summit, Portage, and Medina counties through the Summit Medina Business Alliance. Services offered include seminars, workshops, and one-on-one consulting, with certified Business Advisors available to assist clients at any stage of the business lifecycle. From pre-venture planning to start-up assistance, and from growing existing businesses to turning around declining ones, the SBDC is there to provide support and guidance.

Chris Winkelmann - State Farm Insurance Agent is a trusted insurance agency located at 2534 Medina Road in Medina, Ohio, United States. Specializing in various types of insurance coverage, including car, homeowner's, renter's, life, motorcycle, boat, pet, business, and financial services, our agency is dedicated to serving the residents of Medina, Wadsworth, Strongsville, Akron, Copley, Hinckley, Fairlawn, Brunswick, Cleveland, and surrounding areas. As your State Farm Insurance Agent, Chris Winkelmann has been serving the community since 2003, bringing over 60 years of combined insurance experience to the table. With a focus on providing excellent service and protecting what matters most to customers, we are committed to helping individuals and businesses manage their risks and achieve their life goals.

Chad Sokolowski - State Farm Insurance Agent is a trusted insurance agency located at 3631 Brookwall Drive in Fairlawn, Ohio, United States. Serving the areas of Fairlawn, Bath, Copley, Cuyahoga Falls, Medina, Norton, and greater Akron, Belmont, and Medina County, the agency offers a wide range of insurance services including Auto, Home, Renter's, Condo, Pet, Life, Boat, ATV, RV, Motorcycle, Business Insurance, and Financial Services. With over 45 years of combined insurance experience, Chad Sokolowski and his team are dedicated to providing personalized insurance solutions tailored to each client's individual needs. As a member of The Rotary Club of Fairlawn and a Youth Sports Volunteer Coach, Chad is deeply involved in the community. The agency's licensed professionals work together to design comprehensive insurance programs that protect clients from the unexpected and prepare them for the future. Whether you are an individual, family, or small business owner, Chad Sokolowski - State Farm Insurance Agent has something to offer. Contact their office today to start 2024 off right with your own Personal Price Plan. Remember, one size does not fit all at this agency. The team is committed to helping clients manage everyday risks, recover from the unexpected, and achieve their dreams. Make sure you are prepared for the upcoming season by reviewing your coverage with Chad Sokolowski - State Farm Insurance Agent.

Primerica Ruggeri and Associates is a reputable finance, health, and insurance agency located at 3577 South Arlington Road in Akron, Ohio, United States. With a strong focus on providing top-notch financial services, health solutions, and insurance products, Primerica Ruggeri and Associates is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced professionals, the institution offers personalized services and tailored solutions to meet the unique needs of each client. Whether you are looking for financial planning, health insurance, or life insurance, Primerica Ruggeri and Associates is committed to providing you with the best possible guidance and support.

Jeremy W. Jivan Insurance Agency Inc. is a reputable insurance agency located at 1730 Akron Peninsula Road, Akron, Ohio, United States. With over 28 years of experience as a Farmers Agency Owner, Jeremy W. Jivan is dedicated to helping customers find the insurance coverage that best suits their needs. The agency offers a wide range of insurance products, including auto, home, renters, umbrella, life, motorcycle, business insurance, and more. Jeremy and his team have undergone rigorous training at the University of Farmers to ensure that they are qualified to provide customers with information on insurance products and financial services. Customers can benefit from personalized, one-on-one advice from their local agent, ensuring that they choose the right coverage for their budget. Whether you need comprehensive coverage, collision coverage, or medical payments, Jeremy W. Jivan Insurance Agency Inc. is here to help. Additionally, the agency offers competitive rates and multi-line insurance discounts to help customers save money. Contact Jeremy W. Jivan Insurance Agency Inc. today to learn more about their insurance options and start building a solid financial plan for the future.

Dalton CPA, LLC is a reputable accounting firm located at 3318 Manchester Road in Akron, Ohio. Our team of certified public accountants provides a wide range of accounting services, including tax preparation, bookkeeping, and financial consulting. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and navigate the complexities of the tax system. Whether you are an individual or a business owner, you can trust Dalton CPA, LLC to provide personalized and professional accounting services to meet your needs. Contact us today to schedule a consultation.

Diamond Realty & Tax Services is a reputable accounting and finance institution located at 199 Fountain Street in Akron, Ohio, United States. Our family-owned business has been proudly serving the community for the past 2 years, offering a wide range of personal and professional financial services. Our team consists of experienced CPAs and dedicated support staff who are committed to providing top-notch service to our clients. Whether you need help with taxes, financial planning, or real estate transactions, you can trust Diamond Realty & Tax Services to handle your financial needs with expertise and care.

H&R Block is a trusted accounting and finance institution located at 532 Canton Road in Akron, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and maximize your returns. Visit us today to see how we can assist you with all your accounting and finance needs.

Haramis & Roe, Inc is a reputable accounting and finance institution located at 3598 Ridgewood Road in Akron, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they are dedicated to helping clients achieve their financial goals. Trustworthy and reliable, Haramis & Roe, Inc is the go-to institution for all your accounting and finance needs.

Ann Miller, CPA is a reputable accounting and finance institution located at 1540 West Market Street in Akron, Ohio, United States. As a part of Apple Growth Partners (AGP), a renowned accounting and business advisory firm with over 80 years of experience, Ann Miller, CPA offers a wide range of services for privately held businesses. These services include tax planning and compliance, audit and assurance, business valuation, litigation consulting, fraud prevention, and more. With a team of over 130 professionals, Ann Miller, CPA collaborates with business owners and partners across the Great Lakes region, providing expertise in various industries such as manufacturing, construction, and not-for-profits. The mission of Ann Miller, CPA and AGP is to promote Healthy Growth® for their clients, employees, and communities through exceptional service and care. Contact them at their toll-free number for more information on their services.

Steve Mazza, CPA is a reputable accounting and finance institution located at 1540 West Market Street in Akron, Ohio, United States. As a part of Apple Growth Partners (AGP), they offer award-winning accounting and business advisory services with over 80 years of experience in delivering creative solutions for healthy, sustainable growth. Their full range of services includes tax planning and compliance, audit and assurance, business valuation, litigation consulting, employee stock ownership plans (ESOPs), fraud prevention, family office services, and transaction advisory. With a team of over 130 professionals, AGP collaborates with business owners and partners across the Great Lakes region, providing expertise in industries such as employee benefit plans, bookkeeping, auto dealerships, manufacturing, construction, real estate, restaurants, and not-for-profits. AGP's mission is to champion the Healthy Growth® of their people, clients, and communities through exceptional service and care. Customers have praised their competence, professionalism, and pleasant working experience. For more information, contact them at their toll-free number 866-67-APPLE or visit their office locations in Akron, Canton, Charlotte, Chicago, Cleveland, and Schaumburg.

Rebecca M. Shull, CPA is a reputable accounting and finance institution located at 1711 Far View Road in Akron, Ohio, United States. With a team of experienced and dedicated professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of their financial needs. Whether you are an individual or a business owner, Rebecca M. Shull, CPA is committed to helping you achieve your financial goals.

Accurate Tax & Accounting Services is a trusted institution located at 446 East South Street in Akron, Ohio. Specializing in accounting and finance, our team of professionals provides accurate and reliable services to individuals and businesses in the area. With a commitment to excellence and attention to detail, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Accurate Tax & Accounting Services is here to assist you every step of the way. Visit us today to experience our personalized approach to accounting services.

Lake Shore Insurance Agency, located in the heart of Newton Falls, OH, is your trusted partner for all your insurance needs in Northeast Ohio. Serving communities across Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we pride ourselves on offering smarter insurance solutions designed by experts who understand the unique demands of your industry and the stakes involved.

Welcome to DM Roofing Siding & Windows, where we pride ourselves on being the hardest working contractors in Northeast Ohio. Whether you need roofing, siding, windows, exterior and interior remodeling, or custom building services, we've got you covered. Our Story:

Loan Till Payday Online is a finance-related business located at 352 Reed Ave, Akron, OH 44301. Specializing in connecting consumers with a network of financial service providers, this platform facilitates the process of obtaining short-term loans for those in need of immediate financial assistance. However, it is important to note that Loan Till Payday Online itself is not a lender and does not take loan applications or engage in any lending activities. Services Offered: