Personal financial goals in Akron, Ohio
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Valley College - Akron Info Center
Valley College - Akron Info Center is a university located at 2884 South Arlington Road, Akron, Ohio, United States. With additional campuses in Akron/Fairlawn, Beckley, Cleveland, and Martinsburg, Valley College offers career-focused training in healthcare, business, and IT fields both online and on-campus. The institution is known for its scholarship opportunities, ongoing career services support, and commitment to delivering quality educational programs. Whether you're looking to start a new career, change careers, or expand your skills, Valley College offers a wide range of programs that will help you prepare for a new career in as little as 5 weeks. From Practical Nursing to Cybersecurity, Valley College provides the knowledge and hands-on skills needed for a successful career in various industries.
Bernier Financial Services- AXA Advisors
Bernier Financial Services- AXA Advisors is a reputable finance, health, and insurance agency located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, they strive to help individuals and businesses achieve their financial goals and protect their assets. The team of experienced advisors at Bernier Financial Services- AXA Advisors is dedicated to providing personalized and professional services to their clients, ensuring they receive the best possible guidance and support in managing their finances and securing their future.
Louis Bologna - Prudential Financial
Louis Bologna - Prudential Financial is a reputable finance and insurance agency located at 2285 Lancaster Road in Akron, Ohio. With a strong focus on providing quality financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Louis Bologna - Prudential Financial are here to assist you every step of the way. Trustworthy, reliable, and customer-focused, this institution is committed to providing top-notch financial solutions to clients in Akron and beyond.
Theresa Meinen: Primerica - Financial Services
Theresa Meinen: Primerica - Financial Services is a reputable finance and insurance agency located at 169 East Turkeyfoot Lake Road in Akron, Ohio, United States. With a focus on providing personalized financial solutions, Theresa Meinen and her team offer a wide range of services including investments, insurance, and retirement planning. Their dedication to helping clients achieve their financial goals sets them apart in the industry. Whether you are looking to secure your future or protect your assets, Theresa Meinen: Primerica - Financial Services is your trusted partner in financial success.
Henderson Financial Services - HFS
Henderson Financial Services (HFS) is a finance institution located at 3575 Reserve Commons Drive, Medina, Ohio, United States. Founded in 1987, HFS has been serving clients in the Cleveland / Akron Area as well as Northwest Florida. The team at HFS, including Robert A. Henderson Sr., Robert A. Henderson Jr., Chad A. Henderson, and Brent D. Kalb, specialize in providing investment, annuities, retirement planning, and life insurance services to individuals and small businesses. At HFS, we believe in taking a proactive approach to personal finance and helping clients understand the opportunities and potential rewards available. Our website offers valuable resources on insurance, investing, retirement, estate planning, and wealth preservation. As an Independent Investment Representative Firm, we provide securities through StoneX Securities Inc. and advisory services through Stone X Advisors, Inc.
Dunk Group Financial Advisors Ltd
Dunk Group Financial Advisors Ltd is a reputable finance institution located at 843 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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.
Capital Financial Group Inc.
Capital Financial Group Inc. is a reputable finance institution located at 231 Springside Drive in Akron, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer personalized solutions to meet the unique needs of our clients. Trust Capital Financial Group Inc. to provide expert guidance and support in navigating the complexities of the financial world.
Merrill Lynch Financial Advisor Peter J Calleri
Merrill Lynch Financial Advisor Peter J Calleri, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a finance institution led by Senior Resident Director, Wealth Management Advisor, Senior Vice President, Peter J Calleri. With over 30 years of experience in the financial services industry, Peter and his team specialize in assisting high net worth individuals, families, professionals, business owners, and corporate executives in managing their wealth through various market cycles. The institution offers personalized wealth management services, focusing on investment planning for retirement and creating comprehensive strategies tailored to each client's unique goals and needs. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
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.
Merrill Lynch Financial Advisor Lucy O'Connell
Merrill Lynch Financial Advisor Lucy O'Connell, located at 4000 Embassy Parkway in Akron, Ohio, is a finance institution dedicated to providing exemplary client service. Lucy, a member of the Freeman-O'Connell Wealth Management Group, has over 50 years of industry experience and is committed to helping clients in the Northeast Ohio and Akron communities achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ certificant, Lucy works with clients to identify and prioritize their short and long term financial goals. She believes in building strong client relationships based on trust and personalized service, with a focus on family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, Lucy helps clients create personalized plans centered on their aspirations. By getting to know clients personally and understanding their financial situation, Lucy designs customized investment strategies to address their needs and pursue their goals. With access to the global resources of Merrill and banking solutions from Bank of America, Lucy is dedicated to helping clients achieve financial success and stay on track, regardless of market fluctuations. By staying informed and providing ongoing support, Lucy ensures that clients can live their best financial life.
McCauley Financial, LLC
McCauley Financial, LLC is a reputable finance institution located at 4040 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing top-notch financial services, McCauley Financial, LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at McCauley Financial, LLC is here to help. Trust in their expertise and dedication to help you achieve your financial goals.
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.
Merrill Lynch Financial Advisor Gary A Fee
Merrill Lynch Financial Advisor Gary A Fee, located at 4000 Embassy Parkway in Akron, Ohio, offers comprehensive wealth management services to help clients achieve their financial goals. With over 30 years of experience in financial services, Gary holds the Certified Investment Management Analyst® (CIMA®) certification and is dedicated to delivering excellent service to his clients. He works closely with clients to create personalized financial plans that reflect their goals and priorities, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Gary and his team of experienced professionals are committed to building strong client relationships based on trust and personalized service. Whether you are focused on growing, preserving, or transferring wealth, Merrill Lynch Wealth Management can help you address your financial goals at every stage of your life. Contact Gary Fee to start building a customized investment approach tailored to your needs and aspirations.
Merrill Lynch Financial Advisor Mark R. Pylypiak
Merrill Lynch Financial Advisor Mark R. Pylypiak is a finance institution located at 4000 Embassy Parkway, Akron, Ohio, United States. Managing your wealth begins with a deep understanding of your full financial picture. Mark R. Pylypiak can help create a flexible strategy tailored to your needs, providing access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Mark R. Pylypiak is committed to helping you pursue your financial goals. As part of the Merrill tradition of community involvement, Mark R. Pylypiak also volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized financial plan centered on your goals can be developed. By understanding your investment personality and life priorities, Mark R. Pylypiak aims to create a financial strategy that reflects your unique needs. The institution believes in putting the interests of customers first, offering services to address various financial challenges. By utilizing the Investment Personality Assessment, Mark R. Pylypiak can customize a financial approach based on your investing preferences. With a focus on understanding your evolving goals and priorities, Mark R. Pylypiak strives to help you navigate life's changes and achieve your financial objectives. Through regular check-ins and adjustments to your financial approach, Mark R. Pylypiak aims to help you stay on track to reach your goals. By building a personalized investment approach and providing comprehensive financial solutions, Mark R. Pylypiak and Merrill Lynch Wealth Management Advisors can help you pursue your financial aspirations.
Upswing Financial Group
Upswing Financial Group is a leading finance institution located at 526 South Main Street in Akron, Ohio, United States. We specialize in providing comprehensive financial services to help our clients achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for your children's education, Upswing Financial Group is here to help you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
U.S. Bancorp Investments - Financial Advisors: Akron
U.S. Bancorp Investments - Financial Advisors in Akron is a trusted finance institution located at 871 East Exchange Street in Akron, Ohio. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.
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.
Danny D. Horn Financial
Danny D. Horn Financial is a reputable finance institution located at 777 West Market Street in Akron, Ohio, United States. With a focus on providing personalized financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Danny D. Horn Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.
Presper Financial Architects
Presper Financial Architects is a renowned finance institution located at 441 Wolf Ledges Parkway in Akron, Ohio, United States. Specializing in providing expert financial planning and investment services, our team of experienced financial architects are dedicated to helping clients build and protect their wealth for the future. With a focus on personalized strategies tailored to individual goals and needs, we strive to empower our clients to make informed decisions and achieve financial success. Trust Presper Financial Architects to be your partner in navigating the complexities of the financial world and securing a stable financial future.
Merrill Lynch Financial Advisor Tim Papp
Merrill Lynch Financial Advisor Tim Papp, located at 4000 Embassy Parkway in Akron, Ohio, United States, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Tim can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Tim Papp follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the community. Through the Merrill Personal Wealth Analysis™, Tim can work with you to build a personalized financial plan centered on your goals and priorities, adjusting as your life and goals evolve over time.
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.
SJW Financial Services
SJW Financial Services is a reputable accounting and finance institution located at 1655 West Market Street in Akron, Ohio, United States. With a team of experienced professionals, SJW Financial Services offers a range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business in need of financial assistance, SJW Financial Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals.
Merrill Lynch Financial Advisor Clarisse Tur
Merrill Lynch Financial Advisor Clarisse Tur, located at 4000 Embassy Parkway in Akron, Ohio, offers personalized wealth management services to families, individuals, and successful business owners. Clarisse believes in using a holistic approach to financial planning, focusing on managing risk, creating liquidity, providing for education and retirement needs, and transferring wealth to loved ones. With a background in nuclear physics and technical marketing, Clarisse brings a unique perspective to her wealth management services, applying scientific rigor to help clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER professional, she follows a disciplined, four-step wealth management process tailored to each client's needs. By combining the intimacy and personalized attention of a boutique firm with the global resources of one of the world's largest financial services firms, Clarisse helps simplify the complexity in clients' financial lives so they can concentrate on fulfilling their dreams. Whether you're planning for retirement, saving for a home, or funding a child's education, Clarisse works with you to develop a personalized plan designed to help you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Clarisse is dedicated to helping you and your family pursue financial success. Whether you're just starting out or nearing retirement, Clarisse Tur is here to help you navigate the ever-changing economic landscape and reach your financial goals.
Ulrich/Bryant/Humphrey Wealth Management - UBS Financial Services Inc.
Ulrich/Bryant/Humphrey Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 175 Montrose West Avenue in Akron, Ohio, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, this institution is dedicated to helping individuals and families build and preserve their wealth for the future.
Lighthouse Wealth Management Group - UBS Financial Services Inc.
Lighthouse Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located in Akron, Ohio, United States. With a prime location at 175 Montrose West Avenue, this institution offers a wide range of financial services to help clients manage and grow their wealth effectively. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Lighthouse Wealth Management Group - UBS Financial Services Inc. has the expertise and resources to help you achieve your financial objectives.
Donna Rizor Longfellow - UBS Financial Services Inc.
Donna Rizor Longfellow - UBS Financial Services Inc. is a reputable financial institution located at 175 Montrose West Avenue in Akron, Ohio, United States. Specializing in finance, this institution offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Donna Rizor Longfellow - UBS Financial Services Inc. provides personalized financial planning and investment strategies to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is dedicated to helping you secure a stable financial future.
Staats Rizor Financial Group - UBS Financial Services Inc.
Staats Rizor Financial Group - UBS Financial Services Inc. is a reputable financial institution located at 175 Montrose West Avenue in Akron, Ohio, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, they provide personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, Staats Rizor Financial Group - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Eric D Fuller
Merrill Lynch Financial Advisor Eric D Fuller, located at 4000 Embassy Parkway in Akron, Ohio, is a renowned finance institution that prides itself on serving a loyal clientele in Ohio and over 30 other states. The institution, led by Eric D Fuller, focuses on providing personalized financial planning and wealth management services to a diverse range of clients, including active and retired physicians, corporate executives, business owners, and employees of Big Four accounting firms. At The Fuller Group, the team understands that clients often come to them at pivotal moments in their lives when they realize the complexity of financial issues or seek guidance in achieving their financial goals. The institution's approach is centered around creating a fulfilling and predictable retirement lifestyle for clients, going beyond basic investment and retirement planning to address their most cherished goals and ensure they make informed decisions.
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.
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