Tailored financial solutions in Akron, OH
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Business & Technology Management Solutions
● OpenBusiness & Technology Management Solutions is a leading institution located at 1314 Clifton Avenue in Akron, Ohio, United States. Our expert team offers comprehensive solutions for businesses looking to optimize their operations through the integration of cutting-edge technology and efficient management strategies. With a focus on innovation and practicality, we provide tailored solutions to help businesses thrive in today's competitive market. Whether you need assistance with IT infrastructure, project management, or strategic planning, our team is here to support your success. Contact us today to learn more about how Business & Technology Management Solutions can help your business reach its full potential.
1314 Clifton Ave, Akron, OH 44310, United States -
Bernier Financial Services- AXA Advisors
● ClosedBernier 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.
3700 Embassy Pkwy # 330, Akron, OH 44333, United States -
Robert Ruggeri: Primerica - Financial Services
● OpenRobert 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.
567 East Turkeyfoot Lake Road OFFICE B3, Akron, OH 44319, United States -
Sequoia Financial Group
● ClosedSequoia Financial Group is a finance institution located at 3500 Embassy Parkway in Akron, Ohio, United States. We serve clients across the wealth continuum, helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to finances, delivering comprehensive financial analysis and personalized strategies. We prioritize preserving your legacy and aim to ensure that your wealth lasts for generations to come. Our team of investment experts employ a data-driven approach to achieve results for you. Additionally, our Family Office advisors work together to provide the right resources at the right time, ensuring lasting results. We offer services such as family education, comprehensive financial planning, creating a family constitution, and aligning philanthropic goals. Our investment approach is independent and tailored to your individual circumstances, with a focus on achieving your financial goals. Join us at Sequoia Financial Group and let's build your future together.
3500 Embassy Pkwy Suite 100, Akron, OH 44333, United States -
Symphony Financial Services, Inc.
● ClosedSymphony 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.
4100 Embassy Pkwy, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor Peter J Calleri
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor Lucy O'Connell
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
21st Century Financial
● Closed21st 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.
VALMARK BUILDNG, 130 Springside Dr # 100, Akron, OH 44333, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a finance institution located at 202 Montrose West Avenue in Akron, Ohio, United States. They specialize in providing personalized financial planning and investment management services to help individuals achieve their long-term financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers comprehensive financial solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or building wealth, their expert advice and guidance can help you navigate the complexities of the financial world with confidence. Trust Edelman Financial Engines to help you secure your financial future and make informed decisions about your money.
202 Montrose W Ave Suite 350, Akron, OH 44321, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 3700 Embassy Parkway in Akron, Ohio, United States. Our team of experienced advisors provides personalized financial planning and investment services to help individuals and businesses achieve their financial goals. With a focus on delivering tailored solutions and exceptional customer service, Morgan Stanley Financial Advisors is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
3700 Embassy Pkwy Ste 340, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor Mark R. Pylypiak
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Upswing Financial Group
● ClosedUpswing 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.
526 S Main St #102, Akron, OH 44311, United States -
Merrill Lynch Financial Advisor Tim Papp
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Merrill Lynch Financial Advisor Clarisse Tur
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Ulrich/Bryant/Humphrey Wealth Management - UBS Financial Services Inc.
● OpenUlrich/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.
175 Montrose W Ave 3rd Floor, Akron, OH 44321, United States -
Lighthouse Wealth Management Group - UBS Financial Services Inc.
● OpenLighthouse 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.
175 Montrose W Ave 3rd Floor, Akron, OH 44321, United States -
Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.
● OpenKrenz Locala Ruby Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 175 Montrose West Avenue in Akron, Ohio, United States. Specializing in wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Krenz Locala Ruby Wealth Management - UBS Financial Services Inc. provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution is dedicated to helping you secure a prosperous financial future.
175 Montrose W Ave 3rd Floor, Akron, OH 44321, United States -
Staats Rizor Financial Group - UBS Financial Services Inc.
● OpenStaats 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.
175 Montrose W Ave 3rd Floor, Akron, OH 44321, United States -
Merrill Lynch Financial Advisor Eric D Fuller
● ClosedMerrill 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.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Mark Fryer - Ameriprise Financial Services, LLC
● OpenMark 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.
3418 Ridgewood Rd ste a, Akron, OH 44333, United States -
William A Hardy Financial Group
● OpenWilliam A Hardy Financial Group is a reputable finance institution located at 2108 Braewick Circle in Akron, Ohio, United States. With a focus on providing top-notch financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our experts are here to guide you every step of the way. Trust William A Hardy Financial Group to provide personalized solutions tailored to your unique financial needs.
2108 Braewick Cir, Akron, OH 44313, United States -
Edward Jones - Financial Advisor: Jennifer A Malta
● ClosedEdward Jones - Financial Advisor: Jennifer A Malta is a reputable financial institution located at 1000 Ghent Road in Akron, Ohio, United States. Jennifer A Malta is a skilled and experienced financial advisor who provides personalized investment and financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Jennifer A Malta offers tailored solutions to individuals, families, and businesses looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jennifer A Malta is dedicated to providing top-notch financial advice and guidance.
1000 Ghent Rd, Akron, OH 44333, United States -
U.S. Bancorp Investments - Financial Advisors: Akron
● ClosedU.S. Bancorp Investments - Financial Advisors in Akron, Ohio, is a leading finance institution located at 2635 West Market Street. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are looking to build wealth, plan for retirement, or navigate the complexities of the financial market, our advisors are here to provide tailored solutions to meet your individual needs. Trust U.S. Bancorp Investments in Akron to deliver top-notch financial services and advice to help you secure a prosperous future.
2635 W Market St, Akron, OH 44131, United States -
Merrill Lynch Financial Advisor Harrison B Orendorf
● ClosedMerrill Lynch Financial Advisor Harrison B Orendorf is a finance institution located at 4000 Embassy Parkway, Akron, Ohio, United States. At Merrill Lynch, we believe in working one-on-one with our clients to develop personalized financial strategies tailored to help you achieve your long-term goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or seek advice on how to stay informed, we are here to listen and understand your priorities. Our team at Merrill Lynch uses the Investment Personality Assessment to gain a deeper understanding of your investing preferences and customize a financial approach that aligns with your goals. We believe that by focusing on your aspirations and addressing the issues that matter most to you, we can help you turn your financial goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we are dedicated to developing a plan that meets your financial needs.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Edward Jones - Financial Advisor: Josh Kaluzne, AAMS™
● ClosedEdward Jones - Financial Advisor: Josh Kaluzne, AAMS™ is a reputable financial institution located at 919 East Turkeyfoot Lake Road in Akron, Ohio, United States. Specializing in finance, this institution offers personalized financial planning services to help clients achieve their financial goals. With the expertise of Financial Advisor Josh Kaluzne, AAMS™, clients can expect tailored investment strategies, retirement planning, and wealth management solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones is dedicated to providing top-notch financial advice and guidance.
919 East Turkeyfoot Lake Road D, Akron, OH 44312, United States -
Phillip Peachock - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPhillip 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.
3333 Massillon Rd Ste 110, Akron, OH 44312, United States -
Merrill Lynch Financial Advisor Charles W Freeman
● ClosedMerrill Lynch Financial Advisor Charles W Freeman, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a respected finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We believe in understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, we offer services such as asset allocation, financial strategies, retirement planning, estate planning, education planning, insurance planning, tax minimization strategies, and lending solutions. Our personalized approach to wealth management ensures that we evaluate and coordinate each client's financial needs and goals to support efficient wealth transfer across generations. The Freeman-O'Connell Wealth Management Group has been serving the Northeast Ohio and Akron Communities for over 38 years, providing professional knowledge in simple language to explain complex financial topics. We believe in building personal relationships based on trust, offering financial strategies tailored to meet specific needs, and providing professional knowledge to help you achieve your short and long term goals. Let us work together to help you reach your financial goals and navigate the complexities of your financial life.
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States -
Stone Financial Network, Inc.
● ClosedStone 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.
1655 W Market St, Akron, OH 44313, United States -
DBS Financial
● ClosedDBS Financial is a trusted and reputable finance business located at 3081 Gilchrist Rd #110, Akron, OH 44305, United States. Specializing in a comprehensive range of financial services, DBS Financial is dedicated to helping individuals and businesses achieve their financial goals with expert guidance and personalized solutions. Whether you need assistance with financial planning, investment strategies, tax preparation, or retirement planning, the experienced team at DBS Financial is committed to providing top-notch service and tailored advice to meet your unique needs. With a focus on integrity, reliability, and client satisfaction, DBS Financial is your go-to partner for all your financial needs in the Akron area.
3081 Gilchrist Rd # 110, Akron, OH 44305, United States -
Rocca Wealth Preservation, LLC
● ClosedRocca Wealth Preservation, LLC is a finance institution located at 3513 Dollar Drive in Akron, Ohio, United States. Specializing in wealth preservation, our team of experts is dedicated to helping clients secure their financial future through strategic investment and financial planning. With a focus on long-term growth and stability, Rocca Wealth Preservation, LLC offers personalized solutions tailored to each client's unique financial goals and circumstances. Trust us to safeguard and grow your wealth for generations to come.
3513 Dollar Dr, Akron, OH 44319, United States
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