TOP 30 Specialized business financial services in Akron, Ohio

Long Road Risk Management Services, LLC is an insurance agency located at 130 Springside Drive in Akron, Ohio. We pride ourselves on being trusted advisors and client advocates, providing superior service to ensure our clients' life insurance plans are tailored to meet their unique needs. Our team works closely with clients and their advisors to monitor and adjust plans as needed, ensuring coverage that helps them achieve their goals. We specialize in insurance planning, offering a full spectrum of services to help clients navigate the ever-changing life insurance industry. Contact us at (330) 576-1221 to learn more about how we can help you secure your financial future. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.

J.Miller Insurance & Financial is a reputable insurance agency located at 4880 South Main Street in Akron, Ohio, United States. We specialize in providing a wide range of insurance services to meet the needs of our clients, including home, auto, life, and business insurance. With our experienced team of agents, we strive to offer personalized and comprehensive coverage options to ensure our clients are protected in all aspects of their lives. Contact us today to learn more about how we can help you secure your financial future.

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.

Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Symphony Financial Services, Inc. is a finance and legal institution located at 4100 Embassy Parkway in Akron, Ohio, United States. We specialize in bringing harmony to your financial future by carefully building and tailoring portfolios to fit each client's unique goals and objectives. Our focus on risk management ensures that your investments are aligned with your financial planning needs, both short and long term. We offer services such as risk management, insurance policy reviews, retirement income planning, social security strategies, debt management, estate planning, and business succession planning. Our expertise in tax laws and business knowledge allows us to provide comprehensive solutions that meet your specific needs and fit within your financial picture.

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.

Hunt Financial Group is a finance institution located at 3867 West Market Street in Akron, Ohio, United States. They specialize in helping individuals plan for their financial future, no matter what stage of life they are in. Their experienced advisors offer comprehensive financial planning and asset management services to clients, whether they are young professionals, young families, retirees, or business owners. Hunt Financial Group believes that a successful financial plan starts with understanding your life and goals, and they are committed to creating flexible plans that can adapt as your life changes. They are affiliated with Cambridge Investment Research, Inc., a Broker/Dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hunt Financial Group serves individuals in multiple states across the U.S. and aims to establish long-term relationships with their clients.

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.

Huntington Wealth Service is a trusted financial institution located in Akron, Ohio, United States. Specializing in ATM and finance services, Huntington Wealth Service offers a range of financial solutions to help individuals and businesses achieve their financial goals. With a commitment to excellent customer service and expert financial advice, Huntington Wealth Service is dedicated to helping clients secure their financial future.

Warnick CPA Services is a leading accounting and finance institution located at 1660 Akron Peninsula Road in Akron, Ohio, United States. Whether you need help with filing your tax return, year-round guidance, bookkeeping, payroll, or QuickBooks assistance, we have the expertise to support you. Our team specializes in small business accounting and tax matters, ensuring that you can focus on running your business with peace of mind. Clients appreciate our responsiveness, knowledge of the tax code, and proactive communication. If you are looking for personalized and thorough tax and business services, we are here to help. Contact Warnick CPA Services today to schedule your free consultation and discover how we can assist you in achieving your financial goals.

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. 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, 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.

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.

Mazullo Wealth Management - UBS Financial Services Inc. is a premier finance institution located at 175 Montrose West Avenue in Akron, Ohio, United States. Specializing in wealth management, they offer a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Mazullo Wealth Management provides personalized investment strategies and comprehensive financial planning to help clients build and preserve their wealth. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™ is a reputable financial institution located at 3465 South Arlington Road in Akron, Ohio, United States. Specializing in providing comprehensive financial planning services, Jerome A Rieke is a Certified Private Wealth Advisor and Accredited Asset Management Specialist. With a focus on personalized wealth management strategies, clients can trust in the expertise and professionalism of Edward Jones to help them achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Jerome A Rieke and his team are dedicated to providing top-notch financial advice and guidance to clients in the Akron area.

Jonathan Kurcsak is an Associate Advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road in Akron, Ohio, United States. Jonathan holds a variety of 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®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Jonathan is dedicated to providing comprehensive financial services to individuals and small business owners. Contact Jonathan Kurcsak for expert financial advice and guidance.

American National Financial is a trusted finance institution located at 2151 South Arlington Road in Akron, Ohio. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and insurance. 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 finance a new home, invest for retirement, or protect your assets with insurance, American National Financial is here to help. Contact us today to learn more about how we can assist you with your financial needs.

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.

Daniel Rohr is a financial advisor at Ameriprise Financial Services, LLC located at 972 East Turkeyfoot Lake Road in Akron, Ohio, United States. Daniel holds numerous 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 Daniel's expertise in various aspects of financial planning, including asset management, retirement planning, estate planning, investment strategies, and more. Daniel is dedicated to providing his clients with comprehensive and personalized financial advice to help them achieve their financial goals.

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.

DLTI Notary Service is a reputable finance institution located at 57 Agate Place in Akron, Ohio, United States. We specialize in providing notary services for various financial transactions, ensuring that all documents are properly authenticated and legally binding. Our team of experienced professionals is dedicated to delivering efficient and reliable services to meet the needs of our clients. Whether you need a document notarized for a loan, real estate transaction, or other financial matter, DLTI Notary Service is here to help. Trust us to handle your important documents with precision and professionalism.

Akron Tax & Estate Planning Council is a professional organization located at 3053 Nationwide Parkway in Brunswick, Ohio, United States. Our dedicated team of experts specializes in providing comprehensive tax and estate planning services to individuals and businesses in the Akron area. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and create personalized estate plans that protect their assets and secure their financial future. Whether you are looking to minimize your tax liabilities or ensure that your loved ones are taken care of after you're gone, Akron Tax & Estate Planning Council is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Jackson Hewitt Tax Service is a trusted institution located at 481 West Market Street in Akron, Ohio, United States. Specializing in accounting and finance, they provide expert tax services to individuals and businesses. With a team of knowledgeable professionals, they offer personalized assistance to help clients navigate the complexities of tax laws and maximize their financial returns. Whether you need help with tax preparation, filing, or planning, Jackson Hewitt Tax Service is dedicated to providing top-notch service and ensuring your financial success.

Agape Income Tax Services, LLC is a reputable accounting and finance institution located at 120 Montrose West Avenue in Akron, Ohio, United States. Specializing in income tax services, the professionals at Agape provide expert guidance and support to individuals and businesses seeking assistance with their financial needs. With a commitment to excellence and personalized attention, Agape Income Tax Services, LLC is dedicated to helping clients navigate the complexities of tax laws and regulations to achieve optimal financial outcomes.

Akron Income Tax Preparation Co. is a trusted institution located at 2215 East Waterloo Road in Akron, Ohio. Specializing in accounting and finance, we have years of professional experience in income tax preparation, ensuring accurate and reliable service. Our fees are reasonable, starting at just $120 for basic tax returns. We guarantee to provide you with the best refund legally possible, and our experienced tax preparers use professional software to maximize your return. Our services cover a wide range of tax situations, including individual 1040s, partnerships, corporations, and nonprofit tax returns. Unlike our competitors, we offer transparent pricing and no hidden fees. Our goal is to exceed your expectations and provide efficient, personalized service to meet your needs.

Ron Graham Tax Services is a reputable accounting and finance institution located at 2145 East Market Street in Akron, Ohio, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Whether you need assistance with tax preparation, planning, or consulting, we are here to help. Trust Ron Graham Tax Services for all your accounting and finance needs.

Stone Financial Network, Inc. is a comprehensive financial institution located at 1655 West Market Street in Akron, Ohio, United States. Specializing in accounting, finance, health, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment planning, health insurance coverage, or risk management, Stone Financial Network, Inc. is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

F Lee's Tax & Accounting Services is a trusted institution located at 875 East Market Street in Akron, Ohio, United States. Specializing in accounting and finance, our team of experienced professionals provides a wide range of services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, F Lee's Tax & Accounting Services is the go-to choice for all your accounting needs.