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Personal financial advisor in Boardman, Ohio

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  • 5 5
    #1

    Lendmark Financial Services LLC

    ● Open

    Lendmark Financial Services LLC is a finance institution located at 926 Boardman Poland Road in Boardman, Ohio, United States. They offer a wide range of financial services including personal loans, debt consolidation, and auto loans. With a focus on providing personalized solutions to meet individual financial needs, Lendmark Financial Services LLC is committed to helping clients achieve their financial goals. Their experienced team of professionals is dedicated to providing exceptional customer service and guiding clients through the loan process with transparency and integrity. Whether you are looking to consolidate debt, purchase a new vehicle, or fund a major purchase, Lendmark Financial Services LLC is here to help you secure the financial assistance you need.

    926 Boardman Poland Rd #3, Boardman, OH 44512, United States
    330-423-6080
    lendmarkfinancial.com
    Details
  • #2

    CAMM Financial

    ● Closed

    CAMM Financial is a finance institution located at 4456 Boardman-Canfield Road in Canfield, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investment advice, and wealth management. 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 grow your wealth, purchase a home, or start a business, CAMM Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.

    4456 Boardman-Canfield Rd, Canfield, OH 44406, United States
    844-286-3761
    cammfinancial.com
    Details
  • 5 1
    #3

    Morgan Stanley Financial Advisors

    ● Open

    Morgan Stanley Financial Advisors is a leading finance institution located at 3635 Boardman-Canfield Road in Canfield, Ohio, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert financial planning services. With a commitment to excellence and a focus on providing top-notch customer service, Morgan Stanley Financial Advisors is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to learn more about how we can assist you in reaching your financial objectives.

    3635 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-286-4391
    advisor.morganstanley.com
    Morgan Stanley Financial Advisors
    Details
  • 4.2 6
    #4

    Wells Fargo Advisors

    ● Open

    Wells Fargo Advisors is a financial institution located at 3731 Boardman-Canfield Road in Canfield, Ohio, United States. As a leading provider of investment and wealth management services, Wells Fargo Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors, the institution provides a range of services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

    3731 Boardman-Canfield Rd Suite C, Canfield, OH 44406, United States
    330-702-2170
    home.wellsfargoadvisors.com
    Details
  • 5 1
    #5

    WRS Wealth Advisors

    ● Closed

    WRS Wealth Advisors is a leading financial institution located at 8286 South Avenue in Boardman, Ohio, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, WRS Wealth Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

    8286 South Ave bldg a, Boardman, OH 44512, United States
    330-965-0370
    wrswealth.com
    Details
  • #6

    Financial Advisor Youngstown OH - Richard J. Horvath

    ● Open

    Financial Advisor Youngstown OH - Richard J. Horvath is a trusted institution located at 833 Boardman-Canfield Road in Boardman, Ohio. As a finance institution, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, Richard J. Horvath and his team provide comprehensive financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Financial Advisor Youngstown OH - Richard J. Horvath is dedicated to helping you succeed.

    833 Boardman-Canfield Rd #101, Boardman, OH 44512, United States
    330-503-0338
    Financial Advisor Youngstown OH - Richard J. Horvath Financial Advisor Youngstown OH - Richard J. Horvath
    Details
  • 4.1 9
    #7

    American Financial Services

    ● Closed

    American Financial Services is a leading finance institution located at 833 Boardman-Canfield Road in Boardman, Ohio, United States. With a strong reputation for providing top-notch financial services, we offer a wide range of solutions to meet the needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, our team of experienced professionals is here to help. Trust American Financial Services to help you achieve your financial goals and secure your future.

    833 Boardman-Canfield Rd #101, Boardman, OH 44512, United States
    330-758-8102
    americanfinancialsvcs.com
    American Financial Services American Financial Services American Financial Services
    Details
  • 3 1
    #8

    Edelman Financial Engines

    ● Closed

    Edelman Financial Engines is a reputable finance institution located at 945 Windham Court in Boardman, Ohio, United States. With a team of experienced financial advisors and experts, Edelman Financial Engines provides comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edelman Financial Engines offers personalized solutions tailored to your specific needs and objectives. Trust in Edelman Financial Engines to guide you towards a secure financial future.

    945 Windham Ct # 2, Boardman, OH 44512, United States
    833-752-6333
    edelmanfinancialengines.com
    Edelman Financial Engines
    Details
  • 3 1
    #9

    Elsass Financial Group

    ● Open

    Elsass Financial Group, located at 3736 Boardman-Canfield Road in Canfield, Ohio, is a finance institution that provides quality financial plans tailored to their clients' wants, needs, and goals. The institution is proud to announce that they now have three CFP® Professionals, including Elizabeth Randall-Dodd who recently passed the certification requirements to earn her CFP® certification. President Karl Elsass and Vice President Kevin Chiu are dedicated to providing objective and value-driven service to their clients, focusing on helping individuals, families, and businesses achieve their financial goals. Securities are offered through Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. Elsass Financial Group is committed to providing accurate and comprehensive information to their clients, ensuring transparency and trust in every interaction.

    3736 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-702-9950
    elsass-efg.com
    Details
  • #10

    Beard Financial & Investment

    ● Closed

    Beard Financial & Investment is a reputable finance institution located at 3701 Boardman-Canfield Road in Canfield, Ohio, United States. With a team of experienced financial advisors and investment professionals, we offer a wide range of services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, our experts are here to provide personalized guidance and support. Trust Beard Financial & Investment to help you make informed decisions and navigate the complex world of finance with confidence.

    3701 Boardman-Canfield Rd #1, Canfield, OH 44406, United States
    330-758-0575
    beardpension.com
    Details
  • #11

    Merrill Lynch Financial Advisor Samuel J Eddy

    ● Closed

    Merrill Lynch Financial Advisor Samuel J Eddy is a reputable finance institution located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. With a focus on providing expert financial advice and services, clients can trust Samuel J Eddy and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Samuel J Eddy is dedicated to helping you achieve your financial goals.

    4137 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-702-7348
    fa.ml.com
    Details
  • #12

    Merrill Lynch Financial Advisor Christine Gerst

    ● Closed

    Merrill Lynch Financial Advisor Christine Gerst, located at 4137 Boardman-Canfield Road in Canfield, Ohio, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christine can help you navigate today's changing market conditions. Christine follows the Merrill tradition of community service, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, she can create a personalized plan centered on your goals and aspirations. By understanding your unique investment personality and financial priorities, Christine can develop a customized approach to help you pursue what matters most to you.

    4137 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-702-7321
    fa.ml.com
    Merrill Lynch Financial Advisor Christine Gerst
    Details
  • #13

    Raymond James Financial Services

    ● Open

    Raymond James Financial Services is a finance institution located at 755 Boardman-Canfield Road in Boardman, Ohio, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, Raymond James helps clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Raymond James Financial Services is dedicated to providing top-notch financial solutions tailored to your specific needs.

    755 Boardman-Canfield Rd Building F/ Suite 4A, Boardman, OH 44512, United States
    330-965-0980
    raymondjames.com
    Details
  • 5 2
    #14

    Edward Jones - Financial Advisor: Valerie S D'Apolito, AAMS™

    ● Closed

    Edward Jones - Financial Advisor: Valerie S D'Apolito, AAMS™ is a reputable financial institution located at 7510 Market Street in Boardman, Ohio, United States. With a focus on providing personalized financial solutions, Valerie S D'Apolito, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Valerie S D'Apolito, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in their expertise and experience to secure your financial future.

    7510 Market St #7, Boardman, OH 44512, United States
    330-758-8498
    edwardjones.com
    Edward Jones - Financial Advisor: Valerie S D'Apolito, AAMS™ Edward Jones - Financial Advisor: Valerie S D'Apolito, AAMS™
    Details
  • #15

    Christina M Matthews - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Christina M. Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. Christina 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. Christina's specialized knowledge allows her to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Christina can help guide you through the complex world of finance with professionalism and expertise. Contact Christina M. Matthews today for personalized financial advice and wealth management services.

    4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States
    330-286-0455
    ameripriseadvisors.com
    Christina M Matthews - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #16

    Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Kyle D Vaclav is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. Kyle 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®. Kyle specializes in providing financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle's expertise and commitment to excellence make him a trusted advisor in the finance industry.

    4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States
    330-286-0455
    ameripriseadvisors.com
    Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC Kyle D Vaclav - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #17

    Sturm Financial Services Inc

    ● Open

    Sturm Financial Services Inc is a finance institution located at 4137 Boardman-Canfield Road in Canfield, Ohio, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Sturm Financial Services Inc provides personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or help with managing your finances, Sturm Financial Services Inc is dedicated to providing top-notch service and expertise.

    4137 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-533-5303
    Details
  • #18

    Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Lori Allegretto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4137 Boardman-Canfield Road, Canfield, Ohio, United States. She 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®, 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 her expertise in asset management, estate planning, retirement planning, investment management, financial planning, and more. Lori Allegretto is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

    4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States
    330-921-9893
    ameripriseadvisors.com
    Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #19

    Samuels Financial Services

    ● Closed

    Samuels Financial Services is a reputable accounting and finance institution located at 1280 Boardman-Canfield Road in Youngstown, Ohio, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to provide our clients with personalized and comprehensive financial solutions to help them achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

    1280 Boardman-Canfield Rd # 4, Youngstown, OH 44512, United States
    330-726-5921
    Details
  • 5 4
    #20

    Faubel Financial Group

    ● Closed

    Faubel Financial Group is a leading accounting and finance institution located at 1280 Boardman-Canfield Road in Boardman, Ohio, United States. With a team of experienced professionals, Faubel Financial Group offers a wide range of financial services including tax preparation, accounting, investment planning, and more. Whether you are an individual or a business looking for expert financial guidance, Faubel Financial Group is dedicated to helping you achieve your financial goals.

    1280 Boardman-Canfield Rd, Boardman, OH 44512, United States
    330-758-5557
    Faubel Financial Group
    Details
  • 5 1
    #21

    CJ Greeen Tax Services - Youngstown and Boardman

    ● Open

    CJ Green Tax Services in Youngstown and Boardman is a reputable accounting and finance institution located at 970 Windham Court in Boardman, Ohio. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses in the local community. Whether you need help with tax preparation, planning, or consulting, CJ Green Tax Services is dedicated to helping you achieve financial success. Contact them today for all your accounting and finance needs.

    970 Windham Ct UNIT 7, Boardman, OH 44512, United States
    330-727-5241
    Details
  • #22

    Intellectual Wealth Group - Ameriprise Financial Services, LLC

    ● Closed

    Intellectual Wealth Group, part of Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Located at 4137 Boardman-Canfield Rd Ste 109 in Canfield, Ohio, our team of experienced financial advisors focuses on what matters most to you—whether it's planning for retirement, funding education, or making a significant purchase like a second home.

    4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States
    330-286-0455
    ameripriseadvisors.com
    Intellectual Wealth Group - Ameriprise Financial Services, LLC Intellectual Wealth Group - Ameriprise Financial Services, LLC
    Details
  • 5 2
    #23

    Young Financial Group

    ● Closed

    Young Financial Group is a premier financial services firm located at 4030 Boardman-Canfield Rd, Canfield, OH 44406, United States. Specializing in providing comprehensive financial planning and investment management, Young Financial Group is dedicated to helping individuals, families, and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, the firm offers personalized strategies tailored to meet the unique needs of each client. Whether you are planning for retirement, looking to grow your investments, or seeking advice on managing your wealth, Young Financial Group is committed to delivering exceptional service and expert guidance to secure your financial future.

    4030 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-533-0610
    theyoungfinancialgroup.com
    Details
  • 4.8 26
    #24

    People First Financial

    ● Open

    People First Financial Located at 1315 Boardman-Canfield Rd, Youngstown, OH 44512, People First Financial is a premier financial services firm dedicated to putting the needs of its clients at the forefront. Specializing in a comprehensive range of financial solutions, People First Financial offers personalized services that cater to both individuals and businesses.

    1315 Boardman-Canfield Rd, Youngstown, OH 44512, United States
    330-758-8118
    peoplefirstfinancial.net
    Details
  • #25

    Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed

    Located in Canfield, Ohio, Nathan Roman serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a wealth of certifications and specialized expertise, Nathan Roman offers comprehensive financial planning and wealth management services tailored to the unique needs of individuals, retirees, small business owners, and families.

    4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States
    330-286-0455
    ameripriseadvisors.com
    Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
  • #26

    Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed

    Joel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.

    4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States
    330-286-0455
    ameripriseadvisors.com
    Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #27

    Edward Jones - Financial Advisor: Victoria Branca, AAMS™

    ● Closed

    At Edward Jones, Financial Advisor Victoria Branca, AAMS™, is dedicated to helping you achieve your financial goals. Located conveniently at 4259 Boardman-Canfield Rd Suite 3, Canfield, OH, our office offers a personalized approach to financial planning and investment strategies tailored to your unique needs.

    4259 Boardman-Canfield Rd Suite 3, Canfield, OH 44406, United States
    330-702-1398
    edwardjones.com
    Edward Jones - Financial Advisor: Victoria Branca, AAMS™ Edward Jones - Financial Advisor: Victoria Branca, AAMS™
    Details
  • 5 3
    #28

    Edward Jones - Financial Advisor: Scott W Vlaiku

    ● Closed

    At Edward Jones - Financial Advisor: Scott W Vlaiku, we are dedicated to helping you achieve your financial goals through personalized service and expert advice. Located conveniently in Boardman, Ohio, our office is committed to providing tailored financial strategies that cater to your unique needs.

    1305 Boardman-Canfield Rd Suite 1, Boardman, OH 44512, United States
    330-629-6931
    edwardjones.com
    Edward Jones - Financial Advisor: Scott W Vlaiku Edward Jones - Financial Advisor: Scott W Vlaiku
    Details
  • #29

    Merrill Lynch Financial Advisor William J Miner

    ● Closed

    At Merrill Lynch Financial Advisor William J Miner, we provide expert financial guidance and personalized wealth management services designed to help you achieve your financial goals and secure your family's future. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, our team is dedicated to offering you the insights and strategies you need to navigate the financial landscape with confidence.

    4137 Boardman-Canfield Rd, Canfield, OH 44406, United States
    330-702-7343
    fa.ml.com
    Merrill Lynch Financial Advisor William J Miner Merrill Lynch Financial Advisor William J Miner
    Details
  • #30

    Merrill Lynch Financial Advisor Sidney G Jones

    ● Closed

    At Merrill Lynch Financial Advisor Sidney G Jones, we are committed to providing our clients with access to a wide range of investment solutions from Merrill and banking products from Bank of America. Located in Canfield, Ohio, our office prides itself on delivering timely insights into market trends and the global economy to help you stay on track with your financial goals.

    4137 Boardman-Canfield Rd #201, Canfield, OH 44406, United States
    330-702-7163
    fa.ml.com
    Merrill Lynch Financial Advisor Sidney G Jones
    Details
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