TOP 10 Holistic financial solutions in Canton, Ohio
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BKY Financial, Inc.
● ClosedBKY Financial, Inc. is a reputable accounting and finance institution located at 295 Canton Road in Wintersville, Ohio. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, investment management, and more. At BKY Financial, Inc., we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.
295 Canton Rd, Wintersville, OH 43953, United States -
McBane Insurance & Financial Services
● ClosedMcBane Insurance & Financial Services is an insurance agency located at 1115 Canton Road Northwest in Carrollton, Ohio, United States. With a focus on maximizing protection and investing in the future, we strive to meet the personal needs of individuals, families, and businesses. Since 1900, we have been providing insurance and financial solutions in the old-fashioned way, prioritizing personalized service and expert advice. Our experienced team of insurance professionals is dedicated to helping you find the right coverage for your boat, motorcycle, camper, ATV, and other important assets. With a focus on education and expertise, our team is committed to offering solutions that protect your lifestyle and passions. Trust us to handle your insurance needs while you focus on what matters most.
1115 Canton Rd NW b, Carrollton, OH 44615, United States -
Maurer Financial Services
● ClosedMaurer Financial Services is a reputable finance institution located at 4797 Munson Street Northwest in Canton, Ohio, United States. With a focus on providing top-notch financial services to individuals and businesses, Maurer Financial Services offers a wide range of financial products and solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Maurer Financial Services is here to help. Contact them today to schedule a consultation and see how they can help you reach your financial goals.
4797 Munson St NW B, Canton, OH 44718, United States -
Erudite Financial Services LLC
● ClosedErudite Financial Services LLC is a premier financial institution located at 4501 Hills and Dales Road Northwest in Canton, Ohio, United States. With a team of experienced professionals, Erudite Financial Services LLC offers a wide range of financial services including investment management, retirement planning, estate planning, and tax preparation. Our mission is to provide personalized and comprehensive financial solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
4501 Hills and Dales Rd NW Suite 105, Canton, OH 44708, United States -
Longbridge Wealth Advisors - Ameriprise Financial Services, LLC
● OpenLongbridge Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5399 Lauby Road, North Canton, Ohio, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The advisors at Longbridge Wealth Advisors are registered in certain U.S. states and provide a complimentary initial consultation to discuss financial planning concepts. They cannot guarantee future financial results, but are committed to helping clients achieve their goals. Members of FINRA and SIPC, Ameriprise Financial Services, LLC values privacy and security for their clients.
5399 Lauby Rd #115, North Canton, OH 44720, United States -
Lynne Peters - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLynne Peters - Financial Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest, Canton, Ohio, United States, is a reputable institution specializing in finance. Lynne Peters 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®, 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 Lynne Peters' expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. With a commitment to ethics and ongoing education, Lynne Peters is dedicated to providing high-quality financial advice and services to clients.
4383 Executive Cir NW, Canton, OH 44718, United States -
Craig M Burgess - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCraig M Burgess is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. Craig 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Craig's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig M Burgess for expert financial advice tailored to your specific needs.
8710 Cleveland Ave NW, North Canton, OH 44720, United States -
Neven Zelich - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNeven Zelich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5399 Lauby Road, North Canton, Ohio, United States. Neven Zelich 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®, 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®. Neven Zelich is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and clients with special financial needs. Neven Zelich is committed to upholding the highest standards of ethics and professionalism in the field of finance.
5399 Lauby Rd #115, North Canton, OH 44720, United States -
Mike Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMike Daugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest in Canton, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Mike Daugherty holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Mike Daugherty is dedicated to providing top-notch financial advice to clients. Whether you are a retiree, small business owner, or high net worth individual, Mike Daugherty can help you navigate the complexities of financial planning and investment management. Contact Mike Daugherty today to start securing your financial future.
4383 Executive Cir NW, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Antha Poleondakis
● ClosedMerrill Lynch Financial Advisor Antha Poleondakis, located at 4300 Munson Street Northwest in Canton, Ohio, is a prestigious finance institution that prides itself on providing exemplary client service. Their team of talented and experienced advisors have received recognition from various financial industry publications, setting the standard for excellence. With access to the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, their financial advisors focus on what matters most to you - your family, goals, and priorities. They begin every relationship with a conversation to help identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through their Investment Personality Assessment and personalized financial approach, they work with you to pursue what matters most to you.
4300 Munson St NW, Canton, OH 44718, United States -
Edward Jones - Financial Advisor: Joe Mirocke Jr, AAMS™
● ClosedEdward Jones - Financial Advisor: Joe Mirocke Jr, AAMS™ is a trusted financial institution located at 8040 Cleveland Avenue Northwest in North Canton, Ohio. Specializing in personalized financial planning and investment services, Joe Mirocke Jr, a certified Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Visit us today to start planning for tomorrow.
8040 Cleveland Ave NW Ste 300A, North Canton, OH 44720, United States -
Edward Jones - Financial Advisor: Kim Caldwell
● ClosedEdward Jones - Financial Advisor: Kim Caldwell is a reputable financial institution located at 1325 South Main Street in North Canton, Ohio, United States. Specializing in financial planning and investment services, Kim Caldwell and her team provide personalized advice and solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kim Caldwell is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a more secure tomorrow.
1325 S Main St, North Canton, OH 44720, United States -
Tschantz Wealth Management
● OpenTschantz Wealth Management is a reputable finance institution located in Canton, Ohio. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to meet the unique needs of each individual or family. With a focus on integrity and transparency, Tschantz Wealth Management is dedicated to helping our clients build and preserve their wealth for the long term. Visit us at 4433 38th Street Northwest to learn more about how we can help you secure your financial future.
4433 38th St NW #2, Canton, OH 44718, United States -
Afia Wealth Management
● ClosedAfia Wealth Management is a finance institution located at 4450 Belden Village Street Northwest, Canton, Ohio, United States. We specialize in providing comprehensive wealth management services tailored to your financial future. At Afia Wealth, we prioritize earning your trust by listening to your needs, offering transparent advice, and being good stewards of your money. We work with you on your terms, whether in person, on zoom, or over the phone, to ensure your financial goals are met. Our goal is to help you retire well, navigate life changes, and secure a bright future for you and your family. RFG Advisory supports our independent financial advisors, allowing us to focus on serving our clients. Please note that all investments involve risk, and past performance is not indicative of future results. Advisory services are offered by Investment Advisory Representatives of RFG Advisory, LLC. Afia Wealth Management and RFG Advisory are separate entities. Trust Afia Wealth Management with your money and reputation, as we prioritize your financial success above all else.
4450 Belden Village St NW Suite 301, Canton, OH 44718, United States -
The Burt Group - Morgan Stanley
● OpenThe Burt Group - Morgan Stanley is a reputable finance institution located at 4455 Dressler Road Northwest in Canton, Ohio, United States. As a part of Morgan Stanley, one of the leading financial services firms in the world, The Burt Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit The Burt Group - Morgan Stanley today for expert financial advice and services.
4455 Dressler Rd NW Ste 202, Canton, OH 44718, United States
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