Investment advisor in Canton, Ohio
153 results found
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Roger Duffy - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRoger Duffy - Financial Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest, Canton, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Roger Duffy is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Roger Duffy has the expertise to help you navigate complex financial decisions. With a commitment to ethics and ongoing education, Roger Duffy is dedicated to providing personalized financial solutions to help clients achieve their financial goals.
4383 Executive Cir NW, Canton, OH 44718, United States -
Jonathan Zepp - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJonathan Zepp is a Financial Advisor at Ameriprise Financial Services, LLC, located at 219 East Maple Street in North Canton, Ohio, United States. Jonathan holds several 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 Jonathan's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jonathan is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Jonathan is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and continuing education, Jonathan Zepp is a trusted and knowledgeable financial advisor who can help clients navigate their financial goals and achieve long-term success.
219 E Maple St #120, North Canton, OH 44720, 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 -
Steven Scherer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteven Scherer, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 8710 Cleveland Avenue Northwest in North Canton, Ohio, United States. With a focus on finance, Steven Scherer offers personalized financial advice to help clients achieve their financial goals. At Ameriprise, each advisor has their own "Top areas of focus," allowing clients to find an advisor whose approach aligns best with their needs. Clients can review Steven Scherer's background, credentials, and experience to ensure they are making the right choice for their financial future.
8710 Cleveland Ave NW, North Canton, OH 44720, United States -
Tim C Kidder - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTim C Kidder is a financial advisor at Ameriprise Financial Services, LLC located at 8710 Cleveland Avenue Northwest, North Canton, Ohio, United States. With a focus on personalized advice, Tim helps clients reach their financial goals in the short and long term. He provides investment recommendations based on individual goals and risk tolerance, regularly reviews progress, and updates strategies as life changes. Clients can access their investments and accounts from any device securely. Tim offers complimentary initial consultations to discuss financial planning concepts and set clients on the path to financial success. With over 125 years of history, Ameriprise Financial Services, LLC prioritizes building trust and 1-to-1 relationships with clients. Tim C Kidder is registered in states where he can conduct securities business, as listed on FINRA's BrokerCheck website. Start your financial planning journey with Tim today.
8710 Cleveland Ave NW, North Canton, OH 44720, 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: Georgia R Beach, AAMS™
● ClosedEdward Jones - Financial Advisor: Georgia R Beach, AAMS™ is a reputable financial institution located at 5502 Market Avenue North in Canton, Ohio, United States. With a focus on providing personalized financial planning services, Georgia R Beach, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, Georgia R Beach, AAMS™ is dedicated to helping you make informed decisions and secure your financial future. Trust in their experience and expertise to navigate the complexities of the financial world and set yourself up for success.
5502 Market Ave N a, Canton, OH 44721, United States -
Edward Jones - Financial Advisor: Brittany L Caldwell
● ClosedEdward Jones - Financial Advisor: Brittany L Caldwell is a trusted financial institution located at 1325 South Main Street in North Canton, Ohio. As a dedicated financial advisor, Brittany L Caldwell provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Brittany L Caldwell is committed to providing professional guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brittany L Caldwell is the go-to destination for all your financial needs in North Canton.
1325 S Main St, North Canton, OH 44720, United States -
Kelli S Zaleski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKelli S Zaleski is a financial advisor at Ameriprise Financial Services, LLC located at 4383 Executive Circle Northwest, Canton, Ohio. Specializing in finance, Kelli provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track advancements towards financial goals. Clients can access their investments and accounts securely from any device. Kelli offers complimentary initial consultations to discuss retirement, education, major purchases, and more. With proper registration, securities business can be conducted with residents of specific states. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family members for financial assistance, and privacy and security are a top priority. Contact Kelli S Zaleski for personalized financial planning services.
4383 Executive Cir NW, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Gregory D DiNarda
● ClosedMerrill Lynch Financial Advisor Gregory D DiNarda is a finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The team at RCD Wealth Management is committed to providing customized wealth management strategies with a disciplined investment approach. They focus on building strong client relationships based on trust and personalized service. The institution offers banking products and services through Bank of America, N.A. Their services include personalized investment strategies, retirement planning, and access to comprehensive financial solutions. The team at Merrill Lynch is dedicated to helping clients achieve their financial goals by providing personalized advice and guidance.
4300 Munson St NW Suite 300, Canton, OH 44718, 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 -
Edward Jones - Financial Advisor: Keith M Stults, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Keith M Stults, CFP®|AAMS™ is a reputable finance institution located at 6531 Market Avenue North in Canton, Ohio, United States. With a focus on providing personalized financial planning and investment services, Keith M Stults, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: Keith M Stults, CFP®|AAMS™ is dedicated to providing quality financial advice and exceptional customer service.
6531 Market Ave N Suite 100, Canton, OH 44721, United States -
Edward Jones - Financial Advisor: Andrew Garlock
● ClosedEdward Jones - Financial Advisor: Andrew Garlock is a trusted financial institution located in Canton, Ohio. With a focus on personalized service and tailored financial solutions, Andrew Garlock is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Andrew Garlock offers expert guidance and support every step of the way. Visit us at 6531 Market Avenue North to learn more about how we can help you secure your financial future.
6531 Market Ave N Suite 100, Canton, OH 44721, United States -
Scott Sieverts - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Sieverts - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4383 Executive Circle Northwest in Canton, Ohio, offers a wide range of financial services. Scott Sieverts holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in areas such as asset management, retirement planning, estate planning, and investment strategies, Scott Sieverts is dedicated to providing top-notch financial advice and services to clients in the Canton area.
4383 Executive Cir NW, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Robert Stark
● ClosedMerrill Lynch Financial Advisor Robert Stark, located at 4300 Munson Street Northwest, Canton, Ohio, United States, is a finance institution supported by the global resources of Merrill. The team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to each client's individual goals and priorities, with access to the investment insights of Merrill and banking solutions from Bank of America. Through the Investment Personality Assessment, they strive to understand each client's investing preferences and create a customized financial approach. The advisors at Merrill Lynch focus on helping clients achieve their financial goals through thoughtful planning and personalized solutions. With regular check-ins and updates to the financial approach, they aim to keep clients on track to reach their objectives. By getting to know each client personally and understanding what matters most to them, Merrill Lynch Financial Advisor Robert Stark helps individuals and families create a financial approach that reflects their unique needs and priorities.
4300 Munson St NW, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Paul T. Brady
● ClosedMerrill Lynch Financial Advisor Paul T. Brady is a finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer flexible wealth management strategies tailored to individual needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. By prioritizing your goals and aspirations, the team at Merrill Lynch Wealth Management helps you create a personalized financial plan that evolves with your changing life circumstances. Through the Investment Personality Assessment, they gain a deeper understanding of your investment preferences to customize a financial approach that aligns with your values and objectives. The institution believes in regular check-ins to ensure your financial approach reflects any changes in your life or the market. With a focus on helping you achieve your goals, Merrill Lynch Financial Advisor Paul T. Brady strives to provide personalized investment strategies and comprehensive financial solutions to address your unique needs and priorities.
4300 Munson St NW, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Michael R Flory
● ClosedMerrill Lynch Financial Advisor Michael R Flory is a finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor at Merrill Lynch Wealth Management focuses on understanding your family, goals, and priorities as they evolve over time. By working to understand your unique financial situation and what matters most to you, the institution aims to help you make investment-related decisions that align with your personally meaningful goals. The institution offers personalized financial approaches tailored to your needs and aspirations, with access to investment insights from Merrill and banking solutions from Bank of America. With tools like the Merrill Personal Wealth Analysis™, the institution helps you build and document a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. The institution's dedicated advisors are committed to helping you navigate the complexities of your financial life and pursue your goals with a customized investment approach. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael R Flory is here to guide you towards achieving your financial aspirations.
4300 Munson St NW Suite 300, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Cameron B Guild
● ClosedMerrill Lynch Financial Advisor Cameron B Guild, located at 4300 Munson Street Northwest, Canton, Ohio, United States, is a prestigious finance institution that is dedicated to providing exemplary client service. The advisors at Merrill Lynch have been recognized by industry publications and Bank of America Corporation for their outstanding performance. With access to the global resources of Merrill, the team at Cameron B Guild is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. Whether you are planning for retirement, saving for a major purchase, or looking to pass your wealth to future generations, the advisors at Merrill Lynch are here to help you achieve your financial goals. With tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they can tailor a plan that reflects your unique needs and helps you stay on track to financial success. By working closely with you to understand your financial situation and life priorities, Merrill Lynch Financial Advisor Cameron B Guild aims to provide you with the guidance and support you need to achieve your goals.
4300 Munson St NW, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Leslie M Ozmun
● ClosedMerrill Lynch Financial Advisor Leslie M. Ozmun is a finance institution located at 4300 Munson Street Northwest, Canton, Ohio, United States. The team at RCD Wealth Management is dedicated to providing personalized financial strategies to help individuals, families, and businesses pursue their long-term goals. With a focus on a Multi-Dimensional Team, Disciplined Approach, and Relationship-Focused Service, our experienced advisors are committed to building strong client relationships based on trust and personalized service. Whether you are looking to grow and manage your wealth, plan for retirement, or navigate changes in your financial life, our team is here to help. We offer a range of services including wealth management, investment strategies, retirement planning, and more. Contact us today to learn how we can help you achieve your financial goals.
4300 Munson St NW Suite 300, Canton, OH 44718, United States -
Merrill Lynch Financial Advisor Deb L Orians
● ClosedMerrill Lynch Financial Advisor Deb L Orians is a renowned finance institution located at 4300 Munson Street Northwest in Canton, Ohio, United States. With a strong reputation for providing expert financial advice and services, Merrill Lynch is dedicated to helping clients achieve their financial goals and secure their financial future. Deb L Orians, a trusted financial advisor at the institution, offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Merrill Lynch Financial Advisor Deb L Orians is here to help you navigate the complexities of the financial world with confidence and peace of mind.
4300 Munson St NW, Canton, OH 44718, United States -
Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.
8710 Cleveland Ave NW, North Canton, OH 44720, United States -
7 17 Credit Union
● ClosedLocated at 6460 Mahoning Avenue in Austintown, Ohio, 7 17 Credit Union is a full-service financial institution offering a wide range of banking solutions for both personal and business needs. Whether you're looking to open a checking or savings account, apply for a loan, or simply improve your financial well-being, our friendly team is here to help. At our Austintown branch, you can access transaction assistance through our Personal Teller via two-way video, making banking convenient and efficient. Our goal is to provide exceptional service and support to help you achieve your financial goals.
6460 Mahoning Ave, Austintown, OH 44515, United States -
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 -
G & H Financial Group
● ClosedG & H Financial Group, located at 6633 Frank Avenue Northwest in North Canton, Ohio, is a finance institution that understands the uniqueness of each individual's financial journey. Our team takes the time to learn about your specific financial circumstances and goals, in order to create a customized financial plan that aligns with your objectives. At G & H Financial Group, we believe in working together with our clients to develop a detailed financial strategy that helps you achieve your goals. We never pressure you into a plan that you are not comfortable with, and our success is measured by your success. Our initial consultations are complimentary, with no obligation.
6633 Frank Ave NW, North Canton, OH 44720, 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 -
Consumers National Bank
● ClosedConsumers National Bank is a trusted financial institution located at 1017 Canton Road Northwest in Carrollton, Ohio, United States. As a full-service bank, Consumers National Bank offers a wide range of financial products and services to meet the needs of individual and business customers. With a commitment to providing exceptional customer service and innovative banking solutions, Consumers National Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or business loan, Consumers National Bank has the expertise and resources to meet your needs. Visit us today to experience the difference of banking with Consumers National Bank.
1017 Canton Rd NW, Carrollton, OH 44615, United States -
RKKM
● ClosedRKKM is a reputable accounting and finance institution located at 4598 Dressler Road Northwest in Canton, Ohio, United States. With a strong focus on providing top-notch financial services, RKKM is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, the knowledgeable team at RKKM is here to help. Trust RKKM for all your accounting and finance needs in Canton and beyond.
4598 Dressler Rd NW, Canton, OH 44718, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 4726 Hills and Dales Road Northwest in Canton, Ohio, United States. With a strong reputation for providing comprehensive financial planning services and top-notch insurance products, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to providing you with the expertise and support you need to make sound financial decisions.
4726 Hills and Dales Rd NW #201, Canton, OH 44708, United States -
Michael Dougan - State Farm Insurance Agent
● ClosedMichael Dougan - State Farm Insurance Agent is an insurance agency located at 4015 Cleveland Avenue Northwest, Canton, Ohio, United States. Situated just 1 block south of 44th St NW Fisher Foods, on the west side of the street, this agency offers a range of insurance products to help customers manage the risks of everyday life and recover from the unexpected. The agency's mission is to provide excellent customer service to policyholders, offering knowledge of insurance products to ensure that customers are well-informed about their coverage options. Services include assistance with navigating traffic jams safely, avoiding the dangers of drunk driving, and understanding tax deductions.
4015 Cleveland Ave NW, Canton, OH 44709, United States -
Sirak Financial Services
● ClosedSirak Financial Services is a trusted finance and insurance agency located at 4700 Dressler Road Northwest in Canton, Ohio, United States. With a commitment to providing top-notch financial services and comprehensive insurance options, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Sirak Financial Services is here to provide personalized solutions tailored to your unique needs. Visit us today to learn more about how we can help you secure a solid financial future.
The sirak Building, 4700 Dressler Rd NW, Canton, OH 44718, United States
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