Senior financial planning services in Akron, Ohio

GenFed Financial Credit Union is a trusted financial institution located at 2492 Wedgewood Drive in Akron, Ohio, United States. We provide a wide range of financial services, including ATM access and personalized finance solutions. At GenFed, our priority is to help our members achieve their financial goals and secure their future. Visit us today to experience the difference of banking with a credit union that truly cares about your financial well-being.

Robert Ruggeri: Primerica - Financial Services is a reputable finance and insurance agency located at 567 East Turkeyfoot Lake Road in Akron, Ohio, United States. With a focus on providing top-notch financial services to individuals and families, Robert Ruggeri and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Primerica offers a wide range of services to meet your needs. Trust in Robert Ruggeri and Primerica to provide you with expert financial guidance and personalized solutions tailored to your unique financial situation.

Life Settlement Service is an insurance agency located at 130 Springside Drive in Akron, Ohio, United States. We specialize in helping individuals sell their life insurance policies for a cash settlement. Our experienced team works closely with clients to navigate the complex process of selling their policies, ensuring they receive the best possible value. With a commitment to transparency and customer satisfaction, Life Settlement Service is dedicated to providing a seamless and efficient experience for our clients. Contact us today to learn more about how we can help you maximize the value of your life insurance policy.

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.

Edward Jones - Financial Advisor: Derek L Crihfield is a trusted financial institution located at 2383 South Main Street in Akron, Ohio, United States. Specializing in accounting and finance services, Derek L Crihfield provides personalized financial advice and guidance to help clients reach their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Derek L Crihfield is dedicated to providing top-notch financial services to individuals and businesses in the Akron area. Contact them today to schedule a consultation and start planning for a secure financial future.

Mark Fryer - Ameriprise Financial Services, LLC, located at 3418 Ridgewood Road in Akron, Ohio, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The professionals at Mark Fryer - Ameriprise Financial Services, LLC hold various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at Mark Fryer - Ameriprise Financial Services, LLC is equipped to help you navigate through the complexities of financial management. Additionally, they offer specialized services for specific needs, such as domestic partnership planning, estate planning, and retirement planning for seniors. With a focus on ethics, professionalism, and continuing education, Mark Fryer - Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.

Sadar Financial Management is a reputable finance institution located at 520 South Main Street in Akron, Ohio, United States. Our experienced team of financial experts provide a wide range of services including investment management, financial planning, retirement planning, and estate planning. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

Fleck Financial is a reputable finance institution located at 484 South Miller Road in Akron, Ohio, United States. With a strong focus on providing personalized financial solutions, Fleck Financial offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Fleck Financial can help you reach your financial objectives.

Kelly Pariso is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 972 East Turkeyfoot Lake Road in Akron, Ohio, United States. Kelly 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®, 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®. Kelly specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and risk management, Kelly is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Kelly Pariso is committed to providing personalized and strategic financial advice to help you secure your financial future.

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.

Edward Jones - Financial Advisor: Vince Rosnack is a reputable financial institution located at 529 Canton Road in Akron, Ohio, United States. As a dedicated finance professional, Vince Rosnack offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, Vince Rosnack can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Vince Rosnack is a trusted partner in helping individuals and families secure their financial future.

The Milestone Center for Retirement & Estate Planning is a leading finance institution located at 2780 South Arlington Road in Akron, Ohio, United States. Our experienced team of financial experts is dedicated to helping individuals plan for a secure and comfortable retirement, as well as effectively manage their estates. With personalized strategies and comprehensive services, we strive to guide our clients towards their financial milestones with confidence and peace of mind. Trust the Milestone Center for expert advice and support in navigating the complexities of retirement and estate planning.

Scott Vickers - State Farm Insurance Agent is a reputable insurance agency located at 2762 South Arlington Road in Akron, Ohio. Our dedicated team is here to assist you with your insurance and financial needs, offering personalized price plans and free quotes for auto and homeowner insurance in the Akron, Barberton, Green, Stow, Uniontown, and surrounding Ohio areas. Whether you prefer in-person, phone, or virtual assistance, our licensed team is available to help you save money and find the best coverage for your car, home, life, renters, or business insurance needs. Scott Vickers, a proud husband and father of two, has been a State Farm agent since 2000 and is committed to providing remarkable insurance and financial services to our customers. Our office manager, Theresa, brings a wealth of knowledge and experience to our team, ensuring that you receive top-notch service and support.

Cody Shaffer - State Farm Insurance Agent is a reputable insurance agency located at 419 West Aurora Road, Sagamore Hills, Ohio. Our agency services the entire state of Ohio, including Sagamore Hills, Northfield, Akron, and Cleveland. We are a team of highly skilled individuals dedicated to providing outstanding service and protecting what's important to our customers. Whether you need help with medical expenses in retirement, buying your first home, or driving in rural areas, we are here to assist you. You can schedule appointments over the phone or through video chat for your convenience. Our team is committed to helping our local community with all their insurance needs. Contact us today to learn more about how we can help you plan for your financial future and protect what matters most to you.

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.

The U.S. Bank Branch located at 3100 Manchester Road in Akron, Ohio, is a trusted institution providing a wide range of banking and financial services to customers. Whether you need assistance with checking and savings accounts, loans, mortgages, or investment options, the friendly and knowledgeable staff at this branch are here to help. With a commitment to excellent customer service and a strong reputation for reliability, U.S. Bank is a top choice for all your financial needs. Visit us today to experience the convenience and security of banking with U.S. Bank.

Ayers Insurance Agency is a trusted health insurance agency located at 500 West Turkeyfoot Lake Road in Akron, Ohio. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on quality coverage and exceptional customer service, we strive to ensure that our clients have the peace of mind they deserve when it comes to their health insurance needs. Contact us today to learn more about how Ayers Insurance Agency can help you find the right insurance plan for you and your family.

Glaser Retirement Strategies is an independent insurance brokerage located at 1058 Canton Road, Akron, Ohio, United States. Specializing in wealth distribution and protection for retirement needs, Ken and Lisa have over 40 years of combined experience in life and health insurance. They can assist with signing up for Medicare and Social Security benefits locally. The goal of Glaser Retirement Strategies is to educate clients so they can make informed decisions about their retirement. They work to help clients maintain income levels and leave a legacy for their beneficiaries. Monthly meetings are held to discuss Medicare and Social Security needs, and financial plans are tailored to individual goals and objectives. It is never too early to start planning for your future with Glaser Retirement Strategies.

Brad Carpenter - State Farm Insurance Agent is a reputable insurance agency located at 373 Wooster Road North in Barberton, Ohio. Situated just half a mile north of White House Chicken and Marc's, our office is easily accessible with plenty of parking available. We offer a wide range of insurance services including Individual, Family, Senior, Business, Auto, Home, Life, and Health insurance. At our agency, we prioritize building personal, long-term relationships with our clients to help them protect the things they love and value most. Our team is dedicated to educating and empowering individuals to achieve their definition of success in the financial and insurance industry. We cater to the Stark, OH area including Jackson Township, Massillon, Canton, Akron, and other nearby areas.

Bixler Moore, LLC is a law firm located in Canton, Ohio that specializes in estate planning, elder law, real estate, and business planning. The firm is dedicated to helping families protect their loved ones and assets through thoughtful planning. They offer easy solutions to get estate plans in order, avoid probate, and protect assets from nursing home costs. The team at Bixler Moore can help answer important questions such as how to ensure assets go to the right people, how to make medical and financial decisions if incapacitated, how to pay for long-term care, and how to care for a child with special needs. They can also assist with settling estates, administering trusts, structuring assets to protect against nursing home costs, maximizing Medicaid benefits, and setting up trusts for children.

Summit Federal Credit Union is a trusted financial institution located at 100 Wheeler Street in Akron, Ohio, United States. As a member-owned cooperative, Summit FCU offers a wide range of financial services including savings accounts, loans, and online banking. With a focus on providing personalized service and competitive rates, Summit FCU is dedicated to helping members achieve their financial goals. Visit us today to experience the difference of banking with a credit union.

Western & Southern Life Insurance Company, located at 4000 Embassy Parkway in Akron, Ohio, is a trusted insurance agency offering a range of financial products to meet your individual needs. Whether you are planning for your personal or business financial future, our personalized guidance and solutions can help you make informed decisions. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances at any life stage. At Western & Southern Life, we are committed to providing high-quality insurance and financial services to support you and your family. Our comprehensive rewards package and world-class training opportunities demonstrate our dedication to your personal success. As a member of the Western & Southern Financial Group, we strive to bring you the best products and services to help you achieve your financial goals.

Fifth Third Bank & ATM is a trusted financial institution located at 576 Canton Road in Akron, Ohio, United States. Offering a wide range of banking services, including checking and savings accounts, loans, and investment options, Fifth Third Bank is committed to helping individuals and businesses achieve their financial goals. With convenient ATM access available, customers can easily manage their money at any time. Visit Fifth Third Bank & ATM today for personalized financial solutions and excellent customer service.

Lake Shore Insurance Agency is a trusted insurance agency located at 10950 Pearl Road in Strongsville, Ohio. Serving Northeast Ohio, including Cuyahoga, Summit, Geauga, Trumbull, Lorain, Lake, and Portage counties, we specialize in providing smarter insurance solutions tailored to your specific needs. Our team of experts understands the risks your industry faces and works diligently to create innovative risk management strategies. We are dedicated to ensuring our clients' financial security and quality of life by providing expert advice and personalized attention. As your insurance advisor, we help you make informed decisions to protect yourself from the unexpected and plan for the future. Our comprehensive insurance solutions are designed to protect what matters most to you.

Purest Health Insurance is a leading health insurance agency located at 1890 West Market Street in Akron, Ohio, United States. We specialize in providing comprehensive health insurance coverage to individuals and families, ensuring that they have access to the best healthcare services without financial burdens. Our team of experienced professionals is dedicated to helping our clients find the perfect health insurance plan that suits their needs and budget. At Purest Health Insurance, we prioritize the well-being of our clients and strive to provide them with the purest form of healthcare protection.

Goldthwaite Safran Group - Morgan Stanley is a reputable finance institution located at 3700 Embassy Parkway in Akron, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their focus on personalized solutions and client-centric approach sets them apart in the industry. Whether you are looking to grow your wealth or plan for the future, Goldthwaite Safran Group - Morgan Stanley is dedicated to helping you achieve your financial goals.

Jentner Wealth Management is a reputable finance institution located at 3677 Embassy Parkway in Akron, Ohio, United States. With a focus on helping clients achieve their financial goals, Jentner Wealth Management offers personalized wealth management services tailored to individual needs. Their team of experienced professionals provides expert advice and guidance to help clients build and preserve their wealth for the future. Whether it's retirement planning, investment management, or estate planning, Jentner Wealth Management is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Diaz Bookkeeping is a professional accounting and finance institution located at 647 East Market Street in Akron, Ohio, United States. They specialize in providing on-site or remote bookkeeping services for businesses in need of part-time support. Their on-site services cover the Greater Akron Area and surrounding cities. With over a decade of experience in the accounting field, Diaz Bookkeeping was founded with the goal of supporting local businesses by providing outsourced solutions for peace of mind. They offer services such as reviewing client-prepared bookkeeping and preparing interim and year-end financial statements for CPA firms working on planning and tax return filings.