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TOP 30 Insurance consultant in Akron, OH
61 results found
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Merrill Lynch Financial Advisor Adrian L Phipps
Merrill Lynch Financial Advisor Adrian L Phipps is a finance institution located at 4000 Embassy Parkway in Akron, Ohio, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand your financial goals and create personalized wealth management strategies to help you pursue them. They believe in creating a financial approach that helps you reach your goals, whether it's planning for retirement, buying a home, or funding education. They offer tools to help track changes in your life and goals, and provide access to the investing insights of Merrill and banking capabilities of Bank of America. Merrill goes beyond the traditional role of an advisor, offering research and resources to help you make informed decisions. They also offer insurance, trust, fiduciary, and investment management services through Bank of America, N.A. and its subsidiaries. It is important to consult legal and tax advisors before making financial decisions.
Golden Reserve
Golden Reserve, located at 302 North Cleveland Massillon Road in Akron, Ohio, is a finance institution that specializes in helping retirees protect their assets in retirement. With a team of Retirement Planners, CPAs, and attorneys, Golden Reserve offers comprehensive retirement planning services to clients in Summit County and beyond. The institution has been recognized for its expertise in retirement planning, earning a spot on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list. More than 1,000 Ohio retirees have trusted Golden Reserve to provide the support they need to safeguard their savings. The team of Retirement Planners at Golden Reserve is dedicated to helping clients navigate the risks of retirement and create personalized Roadmaps for Retirement℠ to address their specific needs.
Symphony Financial Services, Inc.
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.
Adams, Gut & Associates - Northwestern Mutual
Adams, Gut & Associates - Northwestern Mutual is a leading finance and insurance agency located at 3800 Embassy Parkway in Akron, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Adams, Gut & Associates - Northwestern Mutual is dedicated to helping you achieve your goals. Contact them today to schedule a consultation and start planning for a secure financial future.
Blu Dot Financial, LLC
Blu Dot Financial, LLC is a reputable finance and insurance agency located at 130 Springside Drive in Akron, Ohio, United States. With a focus on providing personalized financial solutions to individuals and businesses, Blu Dot Financial, LLC offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Blu Dot Financial, LLC today to discuss your financial needs and create a customized plan that works for you.
21st Century Financial
21st Century Financial is a leading finance and insurance agency located at 130 Springside Drive in Akron, Ohio, United States. With a commitment to providing innovative financial solutions for the modern era, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning services, 21st Century Financial is here to guide you every step of the way. Trust us to provide personalized and comprehensive financial solutions tailored to your unique needs. Visit us today and let us help you navigate the complexities of the financial world with confidence and ease.
EGI Financial
EGI Financial is a reputable finance institution located at 655 West Market Street, Akron, Ohio, United States. With a focus on providing top-notch financial services, EGI Financial offers a wide range of products and solutions to meet the unique needs of its clients. Whether you are looking for insurance, investment, or other financial services, EGI Financial is dedicated to helping you achieve your financial goals. Their experienced team of professionals is committed to providing excellent customer service and personalized guidance to ensure that you make informed decisions about your finances. Choose EGI Financial for all your financial needs and experience the difference in quality and expertise.
Life Equity LLC
Life Equity LLC is a financial institution located at 530 South Main Street in Akron, Ohio, United States. We specialize in providing services and products that help individuals and businesses build and protect their financial futures. Our team of experienced professionals is dedicated to helping clients achieve their goals through personalized financial planning, investment management, and insurance solutions. Whether you are planning for retirement, saving for education, or protecting your assets, Life Equity LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
Lee Hyder and Associates
Lee Hyder & Associates is a finance institution located at 1655 West Market Street in Akron, Ohio, United States. Our team of fiduciary professionals is dedicated to helping you take charge of your financial future. Whether you have questions about retirement planning, investment management, or financial settlement, we are here to provide expert guidance tailored to your specific needs. As a fiduciary financial advisor, we prioritize working in your best interest and providing transparent, personalized financial solutions. Our services extend beyond traditional investment management to include retirement planning, estate planning, tax planning, 401k management, and advanced insurance strategies. We believe in educating our clients on the why behind their portfolio decisions, empowering them to make informed choices free from emotion.
Merrill Lynch
Merrill Lynch is a finance institution located at 50 South Main Street, Akron, Ohio, United States. Your path to connect with an advisor starts with a name, and your path to finding the right advisor starts with your location. Investing involves risk, and there is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. They do not provide legal, tax, or accounting advice, so it is recommended to consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. They offer investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide information about products and services that you might find interesting and useful.
Huntington Private Bank
Huntington Private Bank, located at 106 South Main Street in Akron, Ohio, is a premier financial institution offering a wide range of wealth and financial services. The team at Huntington Private Bank is dedicated to providing premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. With professionals such as Private Bankers, Wealth and Investment Management experts, and licensed investment representatives, clients can expect personalized and comprehensive financial solutions. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated, ensuring top-notch service and expertise. Additionally, Huntington Financial Advisors, a service mark under The Huntington Investment Company, offers securities and insurance products and services. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Lending products are subject to credit application and approval, while investment, insurance, and non-deposit trust products are not insured by the bank or any federal government agency. Huntington Private Bank is committed to helping clients achieve their financial goals with expert guidance and exceptional service.
Manby Financial Strategies, Inc.
Manby Financial Strategies, Inc. is a finance and insurance agency located at 1611 Akron Peninsula Road in Akron, Ohio, United States. Our mission is to make a positive difference in the lives of our clients by working with them to develop personalized retirement plans that provide more certainty and help them achieve their financial goals. Our founder, Bill Manby, is an Investment Advisor Representative with Paradigm Investment Advisory, LLC. We offer a gallery of videos to educate our clients on the financial industry and how we can help them invest wisely. Please note that Paradigm Investment Advisory, LLC. and Manby Financial Strategies, Inc. are separate entities and are not affiliated with any government agency. We do not provide legal or tax advice. Contact us today to start planning for your financial future.
Sikich LLP
Sikich LLP is a professional services firm specializing in accounting and finance, located at 274 White Pond Drive in Akron, Ohio, United States. The firm recently partnered with Symphony Talent to provide implementation and support services for their software-as-a-service (SaaS) solutions. Additionally, Sikich collaborated with Insurity to assist Georgia Stearns Insurance Agency. The company has also achieved Great Place To Work CertificationTM in both the U.S. and India for the fourth consecutive year. Jim Brandenburg's article on the IRS' Voluntary Disclosure Program for ERC claims was recently published in the Wisconsin Institute of CPAs' magazine, On Balance. Visit Sikich LLP for expert financial services and a great work environment.
Merrill Lynch Financial Advisor Sarah M Wolff
At Merrill Lynch Financial Advisor Sarah M Wolff, located at 4000 Embassy Parkway in Akron, Ohio, we take pride in serving a loyal clientele throughout Ohio and over 30 other states. Our clients, including active and retired physicians, corporate executives, business owners, and employees of Big Four accounting firms, come to us at pivotal moments in their lives when they realize the complexity of financial issues or simply want to feel confident in their financial decisions. Our team at The Fuller Group offers a disciplined and friendly planning process that is repeated throughout our relationship with you. We place a strong emphasis on building relationships with both spouses and entire families, as well as providing wealth management for extended family members. With a focus on a fulfilling and predictable retirement lifestyle, we go beyond basic investment and retirement planning to help clients avoid emotional financial decisions and stay disciplined in achieving their goals.
Mark Fryer - Ameriprise Financial Services, LLC
Mark Fryer - Ameriprise Financial Services, LLC, located at 3418 Ridgewood Road in Akron, Ohio, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The professionals at Mark Fryer - Ameriprise Financial Services, LLC hold various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at Mark Fryer - Ameriprise Financial Services, LLC is equipped to help you navigate through the complexities of financial management. Additionally, they offer specialized services for specific needs, such as domestic partnership planning, estate planning, and retirement planning for seniors. With a focus on ethics, professionalism, and continuing education, Mark Fryer - Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
Ryan Spengler - Thrivent
Ryan Spengler - Thrivent is a finance institution located at 127 East Liberty Street in Wooster, Ohio. As a Christian Financial Professional, Ryan Spengler offers dedicated planning services to clients in Wooster, Wayne County, and surrounding areas in Northeast Ohio. He is licensed in multiple states, including AL, AZ, CA, CO, FL, GA, IA, IN, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, and WV. Ryan Spengler serves clients in Wooster, Akron, Cleveland, and Northeast Ohio, helping them navigate their financial journey with education and guidance. Whether you are just starting out, in the middle of life, or planning for retirement, Ryan can provide valuable financial resources. He is available for in-person meetings at his office locations or virtually through digital platforms.
Clark Guilliam Bertsch Wealth Management
Clark Guilliam Bertsch Wealth Management is a finance institution located at 875 North Cleveland Massillon Road, Akron, Ohio, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They provide securities-related services to residents of certain states in the U.S. and have restrictions based on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a privately owned website operated by a third-party. It is important to review the third-party's policies and terms and conditions before proceeding.
Fleck Financial
Fleck Financial is a reputable finance institution located at 484 South Miller Road in Akron, Ohio, United States. With a strong focus on providing personalized financial solutions, Fleck Financial offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Fleck Financial can help you reach your financial objectives.
American National Financial
American National Financial is a trusted finance institution located at 2151 South Arlington Road in Akron, Ohio. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to finance a new home, invest for retirement, or protect your assets with insurance, American National Financial is here to help. Contact us today to learn more about how we can assist you with your financial needs.
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.
Northwestern Mutual - John Adams
Northwestern Mutual - John Adams is a finance institution located at 3800 Embassy Parkway in Akron, Ohio, United States. With a focus on providing financial planning services, insurance products, and investment solutions, they strive to help clients achieve their financial goals and secure their futures. The experienced team at Northwestern Mutual - John Adams is dedicated to providing personalized and comprehensive financial guidance to individuals, families, and businesses. Contact them today to learn more about their services and how they can help you plan for a secure financial future.
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.
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.
Willis, Willis & Rizzi Co., L.P.A
Willis, Willis & Rizzi Co., L.P.A. is a respected law firm located in Akron, Ohio, specializing in personal injury cases. Their team of experienced attorneys is dedicated to helping clients navigate the complexities of personal injury claims, providing expert legal representation and guidance. With a strong track record of success in trying, arbitrating, mediating, and settling thousands of cases, Willis, Willis & Rizzi is known for their hard-hitting approach that often leads to favorable outcomes for their clients. The firm operates on a contingency fee basis, ensuring that clients only pay if there is a recovery in their case. With a focus on personal injury and insurance litigation, Willis, Willis & Rizzi does not represent insurance companies or corporate interests, exclusively advocating for individual plaintiffs who have been physically or financially harmed by others. Their dedication to their clients' best interests has led to victories in various courts, including the Ohio Supreme Court and Federal Courts.
Malyuk McDaniel Kasper LLC
Malyuk McDaniel Kasper LLC is a law firm located at 526 South Main Street in Akron, Ohio. Specializing in disability law, the firm's experienced attorneys handle cases involving Social Security Disability, Estate Planning, Probate, and more. When you visit their office, you are guaranteed to meet with an attorney who will provide you with straightforward and honest representation. The firm also offers assistance with Personal Injury cases, Insurance issues, and general civil litigation. Additionally, they can help with Estate Planning by creating important legal documents such as Last Will and Testament, Power of Attorneys, and Living Wills. Committed to providing the best service to their clients, Malyuk McDaniel Kasper LLC offers free consultations and open discussions regarding legal issues. Whether you need help with disability matters or other legal needs, the attorneys at Malyuk McDaniel Kasper LLC are ready to assist you.
Roetzel & Andress
Roetzel & Andress is a prestigious law firm located at 222 South Main Street in Akron, Ohio. With a legacy dating back over 140 years, the firm is known for its expertise in a wide range of legal services including corporate law, litigation, real estate, and intellectual property. The attorneys at Roetzel & Andress are dedicated to providing top-notch legal representation and strategic counsel to clients across the United States. Their commitment to excellence and client satisfaction has earned them a reputation as one of the leading law firms in the region.
Ben Capaccio CPA Inc.
Ben Capaccio CPA Inc. is a well-established accounting and finance institution located at 3675 Ira Road in Akron, Ohio, United States. With over 35 years of experience, we are licensed and insured to provide expert services in Accounting, Tax, Financial Statement Preparation, and all related matters. Our team is dedicated to helping businesses manage their financial needs with professionalism and expertise. Join our satisfied clients and become a 5-star business with Ben Capaccio CPA Inc.
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.
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