TOP 30 Personal financial planning services in Massillon, Ohio

62 results found

R J Fincher Income Tax Services is a reputable accounting and finance institution located at 2307 Lincoln Way West in Massillon, Ohio, United States. With a team of experienced professionals, they provide expert income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or resolving tax issues, R J Fincher Income Tax Services is dedicated to providing personalized and reliable financial solutions. Trust them to handle all your tax-related needs with efficiency and accuracy.

The Health Plan is an insurance agency located at 100 Lillian Gish Boulevard Southwest in Massillon, Ohio. We provide a wide range of health insurance options to meet the needs of individuals and families. Our dedicated team is committed to helping our clients find the right coverage to ensure their health and well-being. With a focus on personalized service and affordable rates, The Health Plan is here to support you in navigating the complexities of the healthcare system. Contact us today to learn more about how we can help protect your health and financial security.

Prudential | Chuck Hayes | Life Insurance & Financial Services is a trusted institution located at 3515 Massillon Road in Uniontown, Ohio, United States. As a reputable finance and insurance agency, we provide comprehensive services to ensure the financial security and well-being of our clients. With a focus on life insurance and financial planning, our team of experts is dedicated to helping individuals and families achieve their long-term financial goals. Contact us today to learn more about our personalized solutions and how we can assist you in securing your future.

Spirit Financial Services LLC is an insurance agency located at 2047 Masters Point Southeast, Massillon, Ohio, United States. We offer a range of services including insurance solutions, investment-commercial property loans, and more. Our goal is to help you achieve peace of mind and reach your financial dreams for the future. We understand that everyone's financial situation is unique, which is why we work with you to simplify your plans and build a team around your needs and goals. Whether you are planning for retirement, preparing for a new child, or estate planning, we are here to help. Contact us today for a personalized face-to-face consultation to discuss your current situation and future goals. Visit our website for more information and to learn about the full range of solutions and services we offer.

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.

TTG Financial, Inc. is a Registered Investment Advisor located at 4051 Whipple Avenue Northwest in Canton, Ohio. As a fiduciary, we are legally and ethically bound to always act in the best interest of our clients. Our primary focus is on generating above-average, risk-adjusted market returns and we offer expertise in Retirement Planning, Estate Planning, and 401K Administration. We do not sell products such as Insurance or Annuities and operate on a Fee Only basis. Our team includes professionals with certifications such as Certified Financial Planner (CFP), Master Registered Financial Consultant (MRFC), Qualified Pension & 401K Administrator (QPA, QKA), and Chartered Special Needs Consultant (ChSNC). We take a personalized approach to financial planning, understanding that every client's needs are unique.

M C Tax & Financial Services is an accounting and finance institution located at 3725 South Cleveland Massillon Road in Barberton, Ohio, United States. Specializing in tax preparation and consulting services for individuals, small businesses, and farming, we offer assistance with federal, state, and local tax returns. Our experienced team provides consulting for current and future tax issues, as well as guidance on real estate transactions. We help businesses choose the best entity type for their tax and growth needs. At M.C. Tax & Financial Services, we value relationships and view each client as a partner in success. Our personalized approach is backed by years of training, technical expertise, and financial knowledge. Services offered include income tax preparation, IRS and state audit representation, business startup assistance, and real estate consulting. Owner Mark Crandall is an Enrolled Agent with over 30 years of experience working with taxpayers and tax authorities.

Sobitz Financial Group is a reputable accounting and finance institution located at 3500 Massillon Road in Uniontown, Ohio, United States. With a team of experienced professionals, Sobitz Financial Group offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for personal financial guidance or a business in need of accounting support, Sobitz Financial Group is dedicated to providing top-notch service and helping clients achieve their financial goals.

Padgett Business Services is a leading accounting and finance institution located at 4576 Massillon Road in North Canton, Ohio, United States. With a team of experienced professionals, they offer a wide range of services to help businesses manage their financial needs effectively. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, Padgett Business Services has the expertise to assist you. Their commitment to excellence and personalized approach make them a trusted partner for businesses of all sizes. Contact them today to see how they can help your business thrive.

Edward Jones - Financial Advisor: Chad A Immel is a reputable finance institution located at 270 South Cleveland Massillon Road in Fairlawn, Ohio, United States. With Chad A Immel at the helm, clients can expect personalized financial advice and strategies tailored to their individual needs and goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Chad A Immel and his team are dedicated to helping you achieve financial success. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chad A Immel is committed to providing top-notch financial services to clients in the Fairlawn area.

Edward Jones - Financial Advisor: Gina A Betti, AAMS™|CRPS™ is a trusted financial institution located at 1000 South Cleveland Massillon Road in Fairlawn, Ohio, United States. With a focus on personalized service and expert financial advice, Gina A Betti, AAMS™|CRPS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Gina A Betti, AAMS™|CRPS™ can provide the guidance and support you need to make informed decisions. Contact us today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Jason Byers, AAMS™ is a reputable finance institution located at 57 1st Street Southeast in Massillon, Ohio, United States. Jason Byers, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized attention and tailored solutions, Edward Jones provides a comprehensive range of financial services to individuals and businesses. Trust Jason Byers and the team at Edward Jones to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Rachael Chandler-Head is a trusted financial institution located at 2400 Wales Avenue Northwest in Massillon, Ohio, United States. Specializing in finance, our team is dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Rachael Chandler-Head and her team are here to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rachael Chandler-Head is committed to helping you secure a solid financial future.

Jason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3333 Massillon Road, Akron, Ohio, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. Jason Netherton holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Jason Netherton is dedicated to helping clients achieve their financial goals. Additionally, the institution offers specialized certifications such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Chartered Financial Analyst® to cater to specific needs and requirements. Whether you are planning for retirement, managing assets, or seeking advice on investments, Jason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC, is committed to providing personalized and professional financial services to help you secure your financial future.

D&E Financial Services is a reputable finance institution located in Copley, Ohio, United States. Our experienced team of financial experts provide a wide range of services including financial planning, investment management, retirement planning, and more. We are dedicated 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 in managing your finances effectively.

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.

Brian Sutphin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road in Akron, Ohio, United States. Brian holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in various areas of financial planning, including asset management, retirement planning, estate planning, and investment strategies. Brian is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

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.

Four Seasons Tax Services is a reputable accounting and finance institution located at 3282 South Cleveland Massillon Road in Norton, Ohio, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses throughout the area. Whether you need help with tax preparation, planning, or consulting, Four Seasons Tax Services is dedicated to providing top-notch services to help you navigate the complexities of the financial world. Trust Four Seasons Tax Services to provide you with expert guidance and support for all your accounting and finance needs.

Fox's Tax Services is a reputable accounting and finance institution located at 39 Tremont Avenue Southwest in Massillon, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the local community. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Fox's Tax Services for all your accounting and finance needs.

Debbie Williams Accounting Services is a trusted institution located at 1022 Amherst Road Northeast in Massillon, Ohio, offering top-notch accounting and finance services. With a team of experienced professionals, we provide personalized financial solutions to help individuals and businesses manage their finances effectively. Whether you need help with bookkeeping, tax preparation, or financial planning, our dedicated staff is here to assist you every step of the way. Contact us today to learn more about how Debbie Williams Accounting Services can help you achieve your financial goals.

Burdette Tax Services is a reputable accounting and finance institution located at 2488 Lincoln Way East in Massillon, Ohio, United States. With a team of experienced professionals, Burdette Tax Services offers a wide range of tax services to individuals and businesses in the local community. From tax preparation to financial planning, their dedicated staff is committed to providing high-quality services tailored to meet the unique needs of each client. Whether you need assistance with tax filing or financial consulting, Burdette Tax Services is dedicated to helping you achieve your financial goals.

SCORE Canton, located at 5735 Wales Avenue Northwest in Massillon, Ohio, is a finance institution that offers free and personalized business counseling in multiple counties in Ohio. Whether you are a small business owner or an aspiring entrepreneur, SCORE provides mentors, workshops, resources, and support tailored to your individual needs and goals. One of the highlights of SCORE's offerings is their free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Additionally, SCORE hosts the National Small Business Week Virtual Summit in collaboration with the U.S. Small Business Administration, providing educational webinars, networking opportunities, and guidance from SCORE mentors.

Buell & Olivieri Insurance, located at 3249 Wales Avenue Northwest in Massillon, Ohio, has been a trusted provider of insurance and financial solutions since 1960. Specializing in health insurance, our agency is dedicated to establishing strong relationships with our clients by offering practical solutions and exceptional service. Our team shops around with multiple carriers to secure the best rates for each individual, family, or business. We work diligently to ensure that you receive the coverage you need at a price that fits your budget. Our professionals tailor policies to meet your specific requirements, ensuring that you receive the best possible rates on the market.

Robert Garner - State Farm Insurance Agent is an insurance agency located at 3644 Erie Avenue Southwest, Massillon, Ohio, United States. Situated south of Hwy 30 on RT 21, across the street from Menards & Aldi, the institution offers a variety of insurance services including Individual, Family, Senior, and Business Insurance, as well as auto, home, life, and health insurance. The team at Robert Garner - State Farm Insurance Agent values God, Family, Love, Integrity, Honesty, Optimism, and Personal Growth. With a focus on providing personalized plans and exceptional service, the agency aims to help customers protect the things they love and value most. The team includes professionals like Becky Glines, Alexa Neff, Carl, Becky, Kelsey, and Joe, each specializing in different aspects of insurance planning and customer service. The agency's mission is to help people manage risks, recover from the unexpected, and realize their dreams. Customers can contact Robert Garner - State Farm Insurance Agent for their insurance and financial services needs, and the team is dedicated to providing top-notch service and support.

Stratos Wealth Partners is a premier financial, health, and insurance agency located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver innovative and comprehensive financial planning services tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Located at 2400 Wales Avenue Northwest in Massillon, Ohio, the Farmers Insurance - Kayla Hufstetler agency is dedicated to serving the community with exceptional customer service. Kayla Hufstetler, a local agent with over 8 years of experience in the insurance industry, is committed to helping clients understand their coverage options for auto, home, life, commercial insurance, and more. Whether you need comprehensive coverage for your car, protection for your home, or a plan for your small business, Kayla and her team are here to help. They also offer personalized insurance packages for renters, condo owners, and those with recreational vehicles. Additionally, Farmers Insurance and Financial Services can assist in building a solid financial plan for the future. For added coverage, a Personal Umbrella insurance policy is available to protect your assets and future earnings. Contact Kayla Hufstetler Insurance Agency today for a personalized quote and expert advice on your insurance needs.

Farmers Insurance - Patrick Dugan is a local insurance agency located at 3700 Massillon Road in Uniontown, Ohio, United States. Patrick Dugan, an alumnus of Green High School, brings over 15 years of insurance industry experience to help individuals in Uniontown and the surrounding areas find the best coverage options for auto, homeowners, life, and business insurance. The goal at Dugan Financial INC is to build long-lasting relationships with Preferred Clients by providing tailored insurance and financial services portfolios. The office is conveniently located above the Menches Brothers restaurant in the Shops of Green Plaza. Whether you need comprehensive coverage, collision coverage, or are looking for discounts, Farmers Insurance - Patrick Dugan is here to help. They also offer home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance options. Additionally, they can assist in creating a solid financial plan to help you reach your goals. Contact Farmers Insurance - Patrick Dugan for personalized insurance solutions that meet your needs and budget.

Brad Carpenter - State Farm Insurance Agent is an insurance agency located at 7287 Portage Street Northwest in Massillon, Ohio. Situated between RiverTree Church and Rohr & Sons Nursery, our office is easily accessible and offers plenty of parking. We specialize in Individual, Family, Senior, and Business Insurance, as well as auto, home, life, and health insurance. Our mission is to establish long-term relationships with our clients, helping them understand and mitigate risks in their everyday lives. We serve the Stark, OH area including Jackson Township, Massillon, Barberton, Canton, Navarre, Brewster, Akron, Portage Lakes, North Canton, and Canal Fulton. Our team of licensed Insurance Professionals is dedicated to providing personalized insurance coverage tailored to your specific needs. Whether you need Car Insurance, Homeowners Insurance, Life Insurance, or Financial Services, we are here to help. Contact us today for a free quote and let us help you protect the things you love and value most.

Akron Insurance is an independent insurance agency located in Akron, Ohio, at 1099 South Cleveland Massillon Road. Our team is made up of professional, caring, and conscientious individuals with over 100 years of combined experience. We are committed to providing personal service and building long-lasting relationships based on trust and confidence with our clients. Whether you need auto, home, business, church, farm, life insurance, or Medicare supplements, we are here to offer the best coverage at an affordable price. As Financial Literacy Month approaches, we emphasize the importance of budgeting for small businesses and understanding how home remodels can impact your insurance coverage. Take our quiz to test your knowledge on life insurance and let us help you navigate through the myths and misconceptions. Trust Akron Insurance for all your insurance needs and experience the savings you deserve.