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TOP 30 Tax efficient strategies in Akron, OH
11 results found
Search for local businesses, places and services near you
Business & Technology Management Solutions
Business & 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.
Bernier Financial Services- AXA Advisors
Bernier Financial Services- AXA Advisors is a reputable finance, health, and insurance agency located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, they strive to help individuals and businesses achieve their financial goals and protect their assets. The team of experienced advisors at Bernier Financial Services- AXA Advisors is dedicated to providing personalized and professional services to their clients, ensuring they receive the best possible guidance and support in managing their finances and securing their future.
Sequoia Financial Group
Sequoia 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.
21st Century Financial
21st Century Financial is a leading finance and insurance agency located at 130 Springside Drive in Akron, Ohio, United States. With a commitment to providing innovative financial solutions for the modern era, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning services, 21st Century Financial is here to guide you every step of the way. Trust us to provide personalized and comprehensive financial solutions tailored to your unique needs. Visit us today and let us help you navigate the complexities of the financial world with confidence and ease.
Lee Hyder and Associates
Lee Hyder & Associates is a finance institution located at 1655 West Market Street in Akron, Ohio, United States. Our team of fiduciary professionals is dedicated to helping you take charge of your financial future. Whether you have questions about retirement planning, investment management, or financial settlement, we are here to provide expert guidance tailored to your specific needs. As a fiduciary financial advisor, we prioritize working in your best interest and providing transparent, personalized financial solutions. Our services extend beyond traditional investment management to include retirement planning, estate planning, tax planning, 401k management, and advanced insurance strategies. We believe in educating our clients on the why behind their portfolio decisions, empowering them to make informed choices free from emotion.
Seward Wealth Management
Seward Wealth Management is a leading financial institution located at 1972 North Cleveland Massillon Road in Akron, Ohio, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships and providing top-notch customer service, Seward Wealth Management is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Johnson Investment Counsel
Johnson Investment Counsel is a reputable finance institution located at 5005 Rockside Road in Independence, Ohio, United States. With a strong focus on providing personalized investment solutions to their clients, the team at Johnson Investment Counsel is dedicated to helping individuals and families achieve their financial goals. With a wealth of experience and expertise in the finance industry, clients can trust that their investments are in good hands. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Johnson Investment Counsel is here to help you every step of the way.
Charles Boulware - Morgan Stanley
Charles Boulware - Morgan Stanley is a renowned finance institution located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong reputation for providing top-notch financial services, Charles Boulware - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. The institution offers a wide range of financial solutions, including investment management, wealth planning, retirement planning, and more. With a team of experienced professionals, Charles Boulware - Morgan Stanley is committed to delivering personalized and comprehensive financial advice to clients. Visit their office today to learn more about how they can help you achieve financial success.
Clark Guilliam Bertsch Wealth Management
Clark Guilliam Bertsch Wealth Management is a finance institution located at 875 North Cleveland Massillon Road, Akron, Ohio, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They provide securities-related services to residents of certain states in the U.S. and have restrictions based on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a privately owned website operated by a third-party. It is important to review the third-party's policies and terms and conditions before proceeding.
Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS™
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.
Merrill Lynch Financial Advisor Charles W Freeman
Merrill 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.
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