Wealthcreation in Canton, Ohio
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Stifel
Stifel is a finance institution located at 3951 Convenience Circle Northwest in Canton, Ohio, United States. With a reputation for excellence in financial services, Stifel offers a wide range of investment and wealth management solutions to clients. From retirement planning to portfolio management, Stifel is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Stifel provides personalized guidance and expertise to navigate the complexities of the financial world. Visit Stifel today to learn more about how they can help you secure your financial future.
Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Kota is a Financial Advisor at Ameriprise Financial Services, LLC located at 4383 Executive Circle Northwest in Canton, Ohio, United States. Jeffrey 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®. These certifications demonstrate Jeffrey's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a financial advisor, Jeffrey is dedicated to providing comprehensive financial planning services to individuals and small business owners, helping them achieve their financial goals and secure their financial future.
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