Team management in Akron, Ohio
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HepaClean Home Wellness
● ClosedHepaClean Home Wellness is a leading institution located at 216 Samoa Drive in Akron, Ohio, United States. We specialize in providing top-quality home wellness services, including air purification, deep cleaning, and sanitation solutions. Our team of experts is dedicated to creating a clean and healthy environment for our clients, ensuring their homes are free from pollutants and allergens. With HepaClean Home Wellness, you can trust that your home is in good hands. Contact us today to schedule a consultation and experience the difference in your living space.
216 Samoa Dr, 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 -
Sequoia Financial Group
● ClosedSequoia 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.
6095 Parkland Blvd #210, Mayfield Heights, OH 44124, United States -
Goldthwaite Safran Group - Morgan Stanley
● OpenGoldthwaite 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.
3700 Embassy Pkwy Ste 340, Akron, OH 44333, United States -
The Heritage Group - Morgan Stanley
● OpenThe Heritage Group - Morgan Stanley is a respected finance institution located at 3700 Embassy Parkway in Akron, Ohio, United States. With a strong reputation for providing expert financial services, the institution offers a wide range of investment and wealth management solutions to its clients. With a team of experienced professionals, The Heritage Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth management services, this institution is committed to providing personalized solutions to meet your needs.
3700 Embassy Pkwy Ste 340, Akron, OH 44333, United States -
Dunk Group Financial Advisors Ltd
● ClosedDunk 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.
843 N Cleveland Massillon Rd Suite U12, Akron, OH 44333, United States -
Liam B. Guiney, Stratos Wealth Partners
● ClosedLiam B. Guiney, Stratos Wealth Partners is a finance institution located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
291 N Cleveland Massillon Rd, 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 -
True Wealth Design
● ClosedTrue Wealth Design is a finance institution located at 700 Ghent Road in Akron, Ohio, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while safeguarding your family's future. As a fiduciary, we always act in your best interests and do not accept commissions on investment product recommendations. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, work with you regularly to monitor and adjust your financial plan to avoid risks, identify opportunities, and successfully manage life transitions.
700 Ghent Rd Suite 100, Akron, OH 44333, United States -
Momentum Wealth Partners
● OpenMomentum Wealth Partners is a finance institution located at 3560 West Market Street in Akron, Ohio, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, our team is here to provide the support and expertise you need. Contact us today to learn more about how Momentum Wealth Partners can help you build and protect your wealth.
3560 W Market St UNIT 215, Akron, OH 44333, United States -
McCauley Financial, LLC
● ClosedMcCauley Financial, LLC is a reputable finance institution located at 4040 Embassy Parkway in Akron, Ohio, United States. With a strong focus on providing top-notch financial services, McCauley Financial, LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at McCauley Financial, LLC is here to help. Trust in their expertise and dedication to help you achieve your financial goals.
4040 Embassy Pkwy #280, 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 -
Merrill Lynch Financial Advisor Gary A Fee
● ClosedMerrill Lynch Financial Advisor Gary A Fee, located at 4000 Embassy Parkway in Akron, Ohio, offers comprehensive wealth management services to help clients achieve their financial goals. With over 30 years of experience in financial services, Gary holds the Certified Investment Management Analyst® (CIMA®) certification and is dedicated to delivering excellent service to his clients. He works closely with clients to create personalized financial plans that reflect their goals and priorities, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Gary and his team of experienced professionals are committed to building strong client relationships based on trust and personalized service. Whether you are focused on growing, preserving, or transferring wealth, Merrill Lynch Wealth Management can help you address your financial goals at every stage of your life. Contact Gary Fee to start building a customized investment approach tailored to your needs and aspirations.
4000 Embassy Pkwy Suite 300, 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 -
1858wm.com
● Open1858wm.com is a finance institution located at 3250 West Market Street in Akron, Ohio, United States. We offer a wide range of financial services to help individuals and businesses manage their money and achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and expert advice to our clients. Whether you are looking to invest, save for the future, or plan for retirement, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
3250 W Market St #105, Akron, OH 44333, United States -
Kinkelaar & Associates
● OpenKinkelaar & Associates is a leading finance institution located at 520 South Main Street in Akron, Ohio, United States. With a team of experienced financial experts, Kinkelaar & Associates offers a wide range of financial services including investment advisory, wealth management, retirement planning, and more. Clients can trust Kinkelaar & Associates to provide personalized and strategic financial solutions to help them achieve their financial goals. Visit their office today to learn more about how they can help you secure your financial future.
520 S Main St Suite #2515, Akron, OH 44311, United States -
Warther Private Wealth
● ClosedWarther Private Wealth is a finance institution located at 1075 West Market Street in Akron, Ohio, United States. Specializing in Financial Planning and Investment Management, our core services focus on keeping costs low, managing tax implications, capturing true performance, and protecting from down markets. We prioritize putting our clients' interests ahead of our own, acting in their best interest and doing what's right for them. As an independent Registered Investment Advisor (RIA) with over 30 years of experience, our dedicated management team builds strong relationships with each client to provide personalized solutions. We take pride in our detailed approach, always prioritizing our clients' needs and goals. Our goal is to help all clients achieve the financial success they desire.
1075 W Market St, Akron, OH 44313, United States -
CAPTRUST
● ClosedCAPTRUST, located at 222 South Main Street in Akron, Ohio, is a finance institution specializing in providing financial advice and solutions for retirement plan sponsors, endowments, and foundations. Their office hours are Monday to Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 4:00 pm. The services offered by CAPTRUST's Akron office include committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. They support employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more.
222 S Main St Suite 220, Akron, OH 44308, United States -
Life Equity LLC
● OpenLife Equity LLC is a financial institution located at 530 South Main Street in Akron, Ohio, United States. We specialize in providing services and products that help individuals and businesses build and protect their financial futures. Our team of experienced professionals is dedicated to helping clients achieve their goals through personalized financial planning, investment management, and insurance solutions. Whether you are planning for retirement, saving for education, or protecting your assets, Life Equity LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
Canal Place Building 17, 530 S Main St Suite 1731, Akron, OH 44311, United States -
Lee Hyder and Associates
● ClosedLee 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.
1655 W Market St Ste 445, Akron, OH 44313, United States -
Danny D. Horn Financial
● OpenDanny D. Horn Financial is a reputable finance institution located at 777 West Market Street in Akron, Ohio, United States. With a focus on providing personalized financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Danny D. Horn Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.
777 W Market St, Akron, OH 44303, United States -
Net Profit
● ClosedNet Profit is a reputable accounting and finance institution located at 789 West Market Street in Akron, Ohio, United States. With a team of experienced professionals, Net Profit specializes in providing comprehensive financial services to individuals, businesses, and organizations. From tax preparation and financial planning to bookkeeping and investment management, Net Profit is committed to helping clients achieve their financial goals and maximize their profits. Visit us today to learn more about our services and how we can assist you in managing your finances effectively.
789 W Market St, Akron, OH 44303, United States -
The Accounting Edge, Inc.
● OpenThe Accounting Edge, Inc. is a reputable accounting and finance institution located at 4859 South Main Street in Akron, Ohio, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to accuracy, integrity, and personalized service sets them apart in the industry. Whether you are an individual or a business owner, The Accounting Edge, Inc. is dedicated to helping you achieve financial success and stability. Visit their office today to see how they can help you gain the edge in your financial matters.
4859 S Main St, Akron, OH 44319, United States -
Millennium Capital and Recovery Corporation
● OpenMillennium Capital and Recovery Corporation is a finance institution located at 388 South Main Street in Akron, Ohio, United States. Specializing in debt recovery and capital management, Millennium Capital and Recovery Corporation offers a range of financial services to individuals and businesses alike. With a team of experienced professionals, they work diligently to help clients navigate the complexities of finance and achieve their financial goals. Whether you are looking to recover debts or manage your capital more effectively, Millennium Capital and Recovery Corporation is dedicated to providing top-notch service and support.
388 S Main St #320, Akron, OH 44311, United States -
Huntington Private Bank
● ClosedHuntington Private Bank, located at 106 South Main Street in Akron, Ohio, is a premier financial institution offering a wide range of wealth and financial services. The team at Huntington Private Bank is dedicated to providing premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. With professionals such as Private Bankers, Wealth and Investment Management experts, and licensed investment representatives, clients can expect personalized and comprehensive financial solutions. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated, ensuring top-notch service and expertise. Additionally, Huntington Financial Advisors, a service mark under The Huntington Investment Company, offers securities and insurance products and services. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Lending products are subject to credit application and approval, while investment, insurance, and non-deposit trust products are not insured by the bank or any federal government agency. Huntington Private Bank is committed to helping clients achieve their financial goals with expert guidance and exceptional service.
106 S Main St, Akron, OH 44308, United States -
Marcum Wealth
● ClosedMarcum Wealth is a leading finance institution located at 971 East Turkeyfoot Lake Road in Akron, Ohio. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. From wealth management to retirement planning, we offer a wide range of services to meet the unique needs of each individual client. With a commitment to personalized service and a focus on long-term success, Marcum Wealth is the trusted partner you need for all your financial needs.
971 East Turkeyfoot Lake Road C, Akron, OH 44312, United States -
Grace Ocean llc
● ClosedGrace Ocean LLC is a leading institution located at 1984 Stockbridge Road in Akron, Ohio, United States. We specialize in providing top-notch services in the maritime industry, including ship management, crewing, and logistics. With a team of experienced professionals and state-of-the-art facilities, we ensure the highest standards of quality and safety for our clients. At Grace Ocean LLC, we are committed to excellence and customer satisfaction, making us a trusted partner in the maritime sector.
1984 Stockbridge Rd, Akron, OH 44313, United States -
Woods Associates
● ClosedWoods Associates is a reputable finance institution located at 388 South Main Street in Akron, Ohio, United States. With a strong focus on providing expert financial services to individuals and businesses, Woods Associates offers a wide range of financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Woods Associates is committed to providing top-notch service and personalized guidance every step of the way.
388 S Main St #400, Akron, OH 44311, United States -
PNC Private Bank
● ClosedPNC Private Bank, located at 1 Cascade Plaza in Akron, Ohio, is a prestigious finance institution that offers personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations. From investment management to estate planning, PNC Private Bank offers a comprehensive suite of services to meet the unique needs of each client. Experience the difference of working with a trusted partner at PNC Private Bank.
1 Cascade Plz, Akron, OH 44308, United States
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