TOP 30 Best Financial planning services in Akron, Ohio
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Carrington Financials
● ClosedCarrington Financials is a reputable finance and insurance agency located at 4014 Medina Road in Akron, Ohio, United States. Our experienced team of professionals is dedicated to providing top-notch financial services and insurance solutions to individuals and businesses alike. With a commitment to excellence and a focus on customer satisfaction, Carrington Financials is the go-to institution for all your financial and insurance needs. Visit us today to experience our personalized approach and comprehensive range of services.
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Warnick CPA Services
● ClosedWarnick CPA Services is a leading accounting and finance institution located at 1660 Akron Peninsula Road in Akron, Ohio, United States. Whether you need help with filing your tax return, year-round guidance, bookkeeping, payroll, or QuickBooks assistance, we have the expertise to support you. Our team specializes in small business accounting and tax matters, ensuring that you can focus on running your business with peace of mind. Clients appreciate our responsiveness, knowledge of the tax code, and proactive communication. If you are looking for personalized and thorough tax and business services, we are here to help. Contact Warnick CPA Services today to schedule your free consultation and discover how we can assist you in achieving your financial goals.
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Duo Tax Services, LLP
● ClosedDuo Tax Services, LLP is a reputable finance institution located at 215 East Waterloo Road in Akron, Ohio, United States. Specializing in tax services, their team of experts provides comprehensive and reliable assistance to individuals and businesses in managing their tax obligations. With a commitment to excellence and personalized service, Duo Tax Services, LLP is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals.
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Plastic Surgeons of Akron - John C Pedersen MD
● ClosedDr. John Pedersen, a board-certified plastic surgeon and Fellow of the American College of Surgeons, brings over two decades of experience to our practice. As a specialist in breast surgery and body contouring, Dr. Pedersen is recognized as the foremost plastic surgeon in Akron, Ohio. He is also an Associate Professor of Surgery at Northeastern Medical University and a recognized RealSelf Top Doctor. Our Services:
270 S Cleveland Massillon Rd Suite C, Fairlawn, OH 44333, United StatesAdvertisements -
McTax Service Inc
● ClosedMcTax Service Inc, located at 505 West Park Avenue in Barberton, Ohio, offers top-notch accounting and finance services to individuals, businesses, and agencies in the area. With over 25 years of experience, we provide personalized attention to all of our clients, ensuring that their tax preparation needs are met with professionalism and expertise. Our team of experts is well-versed in state and federal tax codes, including the recent Tax Cuts and Jobs Act, and we stay up-to-date on the latest changes in the tax system to provide the best possible outcome for our clients. In addition to tax preparation and filing services, we also offer bookkeeping, estate tax, and trust advisement to help our clients manage their finances effectively.
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Akron Income Tax Preparation Co.
● ClosedAkron Income Tax Preparation Co. is a trusted institution located at 2215 East Waterloo Road in Akron, Ohio. Specializing in accounting and finance, we have years of professional experience in income tax preparation, ensuring accurate and reliable service. Our fees are reasonable, starting at just $120 for basic tax returns. We guarantee to provide you with the best refund legally possible, and our experienced tax preparers use professional software to maximize your return. Our services cover a wide range of tax situations, including individual 1040s, partnerships, corporations, and nonprofit tax returns. Unlike our competitors, we offer transparent pricing and no hidden fees. Our goal is to exceed your expectations and provide efficient, personalized service to meet your needs.
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PrimeLending, A PlainsCapital Company - Akron
● ClosedPrimeLending, A PlainsCapital Company in Akron is a leading financial institution located at 30B Northwest Avenue in Tallmadge, Ohio, United States. As a trusted provider of financial services, PrimeLending offers a wide range of loan products and mortgage solutions to help individuals and families achieve their homeownership goals. With a team of experienced professionals, PrimeLending is committed to providing personalized service and expert guidance to ensure a seamless and stress-free lending experience for every client. Whether you are looking to purchase a new home, refinance your existing mortgage, or explore other financing options, PrimeLending in Akron is dedicated to helping you secure the best loan terms and rates to meet your unique needs.
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GenFed Financial Credit Union
● ClosedGenFed Financial Credit Union is a trusted financial institution located at 2492 Wedgewood Drive in Akron, Ohio, United States. We provide a wide range of financial services, including ATM access and personalized finance solutions. At GenFed, our priority is to help our members achieve their financial goals and secure their future. Visit us today to experience the difference of banking with a credit union that truly cares about your financial well-being.
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Akron Financial Empowerment Center
● ClosedThe Akron Financial Empowerment Center is a community resource located at 1060 Kenmore Boulevard in Akron, Ohio. Our mission is to provide residents with the tools and knowledge they need to take control of their financial futures. Our experienced staff offers free one-on-one financial counseling, workshops, and resources to help individuals and families build savings, reduce debt, improve credit, and achieve their financial goals. Whether you are looking to create a budget, improve your credit score, or plan for the future, the Akron Financial Empowerment Center is here to support you every step of the way. Contact us today to schedule an appointment and start your journey towards financial stability and success.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 696 Canton Road in Akron, Ohio, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in getting the biggest refund possible. Whether you prefer in-person tax preparation, drop-off services, or help with IRS letters, Jackson Hewitt is here to help. Appointments can be made online or by calling (330) 752-7982, or you can walk in without an appointment at their Canton Road office. Their Tax Pros are fluent in English and are committed to ensuring that every dollar counts when it comes to your taxes. Trust Jackson Hewitt Tax Service to handle your tax needs with professionalism and expertise.
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Buckeye State Credit Union- Akron
● ClosedBuckeye State Credit Union in Akron, Ohio is a trusted financial institution located at 197 East Thornton Street. As a member-owned cooperative, we are dedicated to providing excellent service and competitive rates to our members. Whether you're looking for a savings account, loan, or other financial services, our knowledgeable staff is here to help you achieve your financial goals. Visit us today to experience the benefits of banking with Buckeye State Credit Union.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 877 East Exchange Street in Akron, Ohio, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as the IRS can sometimes take weeks to send it. While Refund Advance is no longer available this year, we offered Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.
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Long Road Risk Management Services, LLC
● ClosedLong Road Risk Management Services, LLC is an insurance agency located at 130 Springside Drive in Akron, Ohio. We pride ourselves on being trusted advisors and client advocates, providing superior service to ensure our clients' life insurance plans are tailored to meet their unique needs. Our team works closely with clients and their advisors to monitor and adjust plans as needed, ensuring coverage that helps them achieve their goals. We specialize in insurance planning, offering a full spectrum of services to help clients navigate the ever-changing life insurance industry. Contact us at (330) 576-1221 to learn more about how we can help you secure your financial future. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.
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Trinity Financial & Insurance Solutions - Louie Berrodin
● ClosedTrinity Financial & Insurance Solutions - Louie Berrodin is a trusted insurance agency located at 637 Vernon Odom Boulevard in Akron, Ohio. With a commitment to providing personalized financial and insurance solutions, our team is dedicated to helping clients protect their assets and plan for their future. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to assist you every step of the way. Contact us today to learn more about how Trinity Financial & Insurance Solutions can help you achieve peace of mind and financial security.
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J.Miller Insurance & Financial
● ClosedJ.Miller Insurance & Financial is a reputable insurance agency located at 4880 South Main Street in Akron, Ohio, United States. We specialize in providing a wide range of insurance services to meet the needs of our clients, including home, auto, life, and business insurance. With our experienced team of agents, we strive to offer personalized and comprehensive coverage options to ensure our clients are protected in all aspects of their lives. Contact us today to learn more about how we can help you secure your financial future.
4880 S Main St suite #2, Akron, OH 44319, United States -
Robert Ruggeri: Primerica - Financial Services
● OpenRobert Ruggeri: Primerica - Financial Services is a reputable finance and insurance agency located at 567 East Turkeyfoot Lake Road in Akron, Ohio, United States. With a focus on providing top-notch financial services to individuals and families, Robert Ruggeri and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Primerica offers a wide range of services to meet your needs. Trust in Robert Ruggeri and Primerica to provide you with expert financial guidance and personalized solutions tailored to your unique financial situation.
567 East Turkeyfoot Lake Road OFFICE B3, Akron, OH 44319, United StatesAdvertisements -
Sequoia Financial Group
● ClosedSequoia Financial Group is a finance institution located at 3500 Embassy Parkway in Akron, Ohio, United States. We serve clients across the wealth continuum, helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to finances, delivering comprehensive financial analysis and personalized strategies. We prioritize preserving your legacy and aim to ensure that your wealth lasts for generations to come. Our team of investment experts employ a data-driven approach to achieve results for you. Additionally, our Family Office advisors work together to provide the right resources at the right time, ensuring lasting results. We offer services such as family education, comprehensive financial planning, creating a family constitution, and aligning philanthropic goals. Our investment approach is independent and tailored to your individual circumstances, with a focus on achieving your financial goals. Join us at Sequoia Financial Group and let's build your future together.
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Sequoia Financial Group
● ClosedSequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
6095 Parkland Blvd #210, Mayfield Heights, OH 44124, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a finance institution located at 202 Montrose West Avenue in Akron, Ohio, United States. They specialize in providing personalized financial planning and investment management services to help individuals achieve their long-term financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers comprehensive financial solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or building wealth, their expert advice and guidance can help you navigate the complexities of the financial world with confidence. Trust Edelman Financial Engines to help you secure your financial future and make informed decisions about your money.
202 Montrose W Ave Suite 350, Akron, OH 44321, United StatesAdvertisements -
JLW Tax & Financial Services LLC
● ClosedJLW 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.
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Diamond Realty & Tax Services
● ClosedDiamond 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.
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Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.
● OpenKrenz Locala Ruby Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 175 Montrose West Avenue in Akron, Ohio, United States. Specializing in wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Krenz Locala Ruby Wealth Management - UBS Financial Services Inc. provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution is dedicated to helping you secure a prosperous financial future.
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Signal Tree Financial Partners, LLC
● ClosedSignal Tree Financial Partners, LLC is a finance institution located at 840 Rothrock Road in Akron, Ohio, United States. Our mission is to serve as your trusted financial partner, enriching your life by helping you plan for the future you envision. We tailor our services to your specific financial situation and goals, ensuring your plan is a success. Whether you are an individual transitioning to the next phase of life or a high-net-worth family, business owner, entrepreneur, or high-earning professional, our financial advisors provide custom planning, advice, and guidance to help you manage and optimize your finances. We integrate all aspects of your financial life, including the wealth held in your private business. Trust, knowledge, and care are at the center of everything we do, and we pride ourselves on delivering objective advice and acting in your best interest at all times. Our experienced team is passionate about serving others and empowering you to make informed decisions with confidence. Visit us for information on financial planning and investment management topics, and request an introductory consultation to start on a new path to success with Signal Tree Financial Partners, LLC.
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Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 1530 West Market Street in Akron, Ohio, United States. With a strong focus on providing personalized financial solutions, Raymond James offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing top-notch financial advice and support.
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Edward Jones - Financial Advisor: Jennifer A Malta
● ClosedEdward Jones - Financial Advisor: Jennifer A Malta is a reputable financial institution located at 1000 Ghent Road in Akron, Ohio, United States. Jennifer A Malta is a skilled and experienced financial advisor who provides personalized investment and financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Jennifer A Malta offers tailored solutions to individuals, families, and businesses looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jennifer A Malta is dedicated to providing top-notch financial advice and guidance.
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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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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.
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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.
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Eris Services
● ClosedEris Services is a reputable accounting and finance institution located at 440 Grant Street in Akron, Ohio, United States. With a team of experienced professionals, Eris Services offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Clients can trust Eris Services to provide accurate and reliable financial solutions to help them achieve their goals.
440 Grant St, Akron, OH 44311, United States -
Stone Financial Network, Inc.
● ClosedStone 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.
Nearby cities:
- Cincinnati
- Cleveland
- Dayton
- Toledo
- Youngstown
- Canton
- Hamilton
- Columbus
- Mentor
- Middletown
- Lima
- Springfield
- Fairfield
- Warren
- Findlay
- Mason
- Westlake
- Dublin
- Painesville
- Ashtabula
- Defiance
- Beavercreek
- Elyria
- North Canton
- Greenville
- Cuyahoga Falls
- Perrysburg
- Steubenville
- Massillon
- Marietta
- Marion
- Boardman
- Oxford
- Lorain
- Troy
- Medina
- Parma
- Bowling Green
- Wooster
- Celina
- Strongsville
- Maumee
- Centerville
- East Liverpool
- Kent
- Willoughby
- Marysville
- Milford
- Portsmouth
- Blue Ash
- Bryan
- Lakewood
- Van Wert
- Sandusky
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