Individuals financial services in Akron, Ohio
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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.
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.
Merrill Lynch Financial Advisor Charles W Freeman
Merrill Lynch Financial Advisor Charles W Freeman, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a respected finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We believe in understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, we offer services such as asset allocation, financial strategies, retirement planning, estate planning, education planning, insurance planning, tax minimization strategies, and lending solutions. Our personalized approach to wealth management ensures that we evaluate and coordinate each client's financial needs and goals to support efficient wealth transfer across generations. The Freeman-O'Connell Wealth Management Group has been serving the Northeast Ohio and Akron Communities for over 38 years, providing professional knowledge in simple language to explain complex financial topics. We believe in building personal relationships based on trust, offering financial strategies tailored to meet specific needs, and providing professional knowledge to help you achieve your short and long term goals. Let us work together to help you reach your financial goals and navigate the complexities of your 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.
Nick Bryant - Financial Advisor, Ameriprise Financial Services, LLC
Nick Bryant - Financial Advisor at Ameriprise Financial Services, LLC, located at 3333 Massillon Road, Akron, Ohio, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They provide regular goal reviews, updates, and progress tracking to help clients achieve their financial objectives. Clients can access their investments and accounts from any device securely. If you have questions or would like to schedule a complimentary initial consultation, contact Nick Bryant. Background and qualification information is available on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. They focus on client goals such as retirement, education, or major purchases, and aim to provide a positive financial future.
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.
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.
Netherton, Channel & Associates - Ameriprise Financial Services, LLC
Netherton, Channel & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3333 Massillon Road, Akron, Ohio, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution provides regular reviews and updates to track progress and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial goals and risk tolerance. Ameriprise financial advisors are registered in certain U.S. states and adhere to FINRA's regulations. They emphasize the importance of understanding risk tolerance in investment strategies. Ameriprise Financial Services, LLC cannot guarantee future financial results. Users of the site agree to abide by the institution's rules and regulations. They value referrals and strive to help friends and family members achieve their financial goals.
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.
Akron Tax & Estate Planning Council
Akron Tax & Estate Planning Council is a professional organization located at 3053 Nationwide Parkway in Brunswick, Ohio, United States. Our dedicated team of experts specializes in providing comprehensive tax and estate planning services to individuals and businesses in the Akron area. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and create personalized estate plans that protect their assets and secure their financial future. Whether you are looking to minimize your tax liabilities or ensure that your loved ones are taken care of after you're gone, Akron Tax & Estate Planning Council is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Bardine Management Services Inc
Bardine Management Services Inc is a reputable accounting and finance institution located at 680 Mull Avenue in Akron, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Visit Bardine Management Services Inc for all your accounting and finance needs.
My Way Tax Services
My Way Tax Services is a reputable accounting and finance institution located at 1250 Weathervane Lane in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to guide you every step of the way. Trust My Way Tax Services to help you navigate the complexities of the tax system and maximize your financial opportunities.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a trusted institution located at 481 West Market Street in Akron, Ohio, United States. Specializing in accounting and finance, they provide expert tax services to individuals and businesses. With a team of knowledgeable professionals, they offer personalized assistance to help clients navigate the complexities of tax laws and maximize their financial returns. Whether you need help with tax preparation, filing, or planning, Jackson Hewitt Tax Service is dedicated to providing top-notch service and ensuring your financial success.
Agape Income Tax Services, LLC
Agape Income Tax Services, LLC is a reputable accounting and finance institution located at 120 Montrose West Avenue in Akron, Ohio, United States. Specializing in income tax services, the professionals at Agape provide expert guidance and support to individuals and businesses seeking assistance with their financial needs. With a commitment to excellence and personalized attention, Agape Income Tax Services, LLC is dedicated to helping clients navigate the complexities of tax laws and regulations to achieve optimal financial outcomes.
A Enterprise Tax Services LLC
A Enterprise Tax Services LLC is a leading accounting and finance institution located in Akron, Ohio, United States. With a team of experienced professionals, they offer comprehensive tax services to individuals and businesses, helping them navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or compliance, A Enterprise Tax Services LLC is dedicated to providing personalized solutions to meet your financial needs. Trustworthy and reliable, they strive to ensure their clients' financial success and peace of mind.
Ron Graham Tax Services
Ron Graham Tax Services is a reputable accounting and finance institution located at 2145 East Market Street in Akron, Ohio, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Whether you need assistance with tax preparation, planning, or consulting, we are here to help. Trust Ron Graham Tax Services for all your accounting and finance needs.
Accurate Tax & Accounting Services
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.
Gardens Wealth Management Wells Fargo Advisors Financial Network
Gardens Wealth Management Wells Fargo Advisors Financial Network is a premier financial services firm located at 4040 Embassy Parkway, Suite 400, Akron, OH 44333, United States. Specializing in personalized wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a comprehensive range of services, including investment management, retirement planning, estate planning, and risk management. At Gardens Wealth Management, we pride ourselves on providing tailored financial strategies and exceptional client service. Whether you are an individual, family, or business, our goal is to guide you through every stage of your financial journey with expertise and integrity.
Oliverio Insurance Brokers LTD
Oliverio Insurance Brokers LTD is an insurance agency located at 4322 South Cleveland Massillon Road, Norton, Ohio in the United States. We pride ourselves on doing the work for you by finding the most affordable and best medical coverage that fits your life. Our goal is to provide guidance, services, and tools to help you prepare for your future goals. We customize affordable plans for individuals, families, and businesses. At Oliverio Insurance, we offer a range of services including Retirement Planning Packages, Medicare Solutions, Life Insurance, Social Security Timing, and Annuities. Our team is committed to helping you plan for the best possible future. Dominic Oliverio, the founder, is a licensed life and health agent with a passion for helping others. He is also a Chippewa Township Trustee and a graduate of the University of Akron.
Coriano Johnson - State Farm Insurance Agent
Welcome to the Coriano Johnson State Farm Insurance office located at 1865 Arndale Road in Stow, Ohio. Our insurance agency is conveniently situated at the corner of 91 (Darrow Rd) & Arndale Rd, across from the Stafford Building. As a State Farm Agent since 2015, I am dedicated to serving the insurance needs of our Good Neighbors in Ohio, specifically those residing in Summit, Cuyahoga, Portage, Stark, Wayne, and Medina Counties, including Akron, Stow, Hudson, and Cleveland. Our licensed team is here to be your local insurance resource, providing assistance and guidance on a variety of products such as ATV, RV, Renters, Condo, Health, Small Business, Commercial, and Personal Liability Insurance. We offer free quotes on State Farm products and are committed to welcoming you to our State Farm family.
PFEIFFER LAW LLC
Pfeiffer Law LLC is a reputable institution located at 50 South Main Street in Akron, Ohio, United States. Specializing in accounting, finance, and legal services, Pfeiffer Law LLC offers expert advice and representation for individuals and businesses in need of financial and legal guidance. With a team of experienced professionals, Pfeiffer Law LLC is dedicated to providing top-notch services to help clients navigate complex financial and legal matters with confidence and ease.
McNeil Law Firm, LLC
McNeil Law Firm, LLC is a finance and legal institution located at One Cascade Plaza in Akron, Ohio, United States. Specializing in Chapter 7 and Chapter 13 bankruptcy representation, our skilled team is dedicated to helping individuals navigate their financial challenges. Whether you are considering bankruptcy relief or debt settlement, we offer personalized guidance to determine the best solution for your unique situation. Serving clients throughout Northeast Ohio, our office is conveniently located at PNC Center, One Cascade Plaza, Suite 740, Akron, OH 44308. Please note that we are a Debt Relief Agency and any information provided on this page is not legal advice. An Attorney-Client relationship is only established with a written fee agreement.
Advance America
Advance America is a leading financial institution located at 1684 West Market Street in Akron, Ohio. As a trusted provider of financial services, Advance America offers a wide range of solutions to help individuals manage their money and achieve their financial goals. Whether you need a payday loan, installment loan, or title loan, Advance America is here to help you through any financial challenges you may be facing. With a commitment to excellent customer service and transparent lending practices, Advance America is the go-to destination for all your financial needs in Akron, Ohio.
Tim Bullock Ohio Mortgage Lender with Union Home Mortgage
Tim Bullock Ohio Mortgage Lender with Union Home Mortgage is a reputable finance institution located at 61 North Cleveland Massillon Road in Akron, Ohio, United States. Specializing in mortgage lending, Tim Bullock and his team at Union Home Mortgage offer a wide range of mortgage products and services to help clients achieve their homeownership goals. With a focus on personalized service and expertise in the industry, they strive to provide the best mortgage solutions tailored to each individual's needs. Whether you are a first-time homebuyer or looking to refinance, Tim Bullock Ohio Mortgage Lender with Union Home Mortgage is dedicated to helping you navigate the mortgage process with ease and confidence.
Advance America
Advance America is a leading financial institution located at 1417 South Arlington Street in Akron, Ohio. We offer a variety of financial services including payday loans, installment loans, and title loans to help individuals in need of quick and convenient financial solutions. Our experienced staff is dedicated to providing exceptional customer service and helping our customers navigate their financial challenges with ease. Visit us today to learn more about how Advance America can help you achieve your financial goals.
Joe Roeder - State Farm Insurance Agent
Welcome to Joe Roeder - State Farm Insurance Agency located at 6789 Ridge Road in Parma, Ohio, United States. Our agency is conveniently situated next to Sheetz, across from Starbucks, and Byers Field. Joe Roeder has been proudly serving State Farm customers since 2012 and is a dedicated father, husband, and lifelong resident of northeast Ohio. As a graduate of the University of Akron and North Olmsted High School, Joe brings a wealth of knowledge and experience to the insurance industry. At Joe Roeder - State Farm Insurance Agency, our team is passionate about helping individuals and families with their insurance needs. Whether you are looking for auto, home, life, or business insurance, we are here to assist you every step of the way. We understand the importance of protecting what matters most to you and strive to provide personalized service tailored to your specific needs.
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